IMV Inc IMVIQ

RE:RE:RE:RE:RE:Question for QM45

[QM45]

I think summer can be low volume environment so algos can mess around with SP. 

Having said that I do think Keytruda results can be a game changer IF all 10 subjects show tumor regression or SD and there are no drop outs. I think there is a good chance of that. Have to remember IMV dosed first patients in April of last year and had 50%+ regressions in Sept. update in two subjects. So this update could be quite exciting. 

After Epacadostat drug failure we were set back in timeline. We have a decent amount of patients from that trial over a good chunk of time, but as it has been pointed out, that data is a bit tainted, because of Epacadostat. The mono arm is fairly small so far. 

So for  me  Keytruda combo going forward in the basket trial and the upcoming data on the 12th in DBCL are what Epacadostat should have been, but failed. By the end of the year we should have a lot more  patients as well with small tumor burden. They are all Phase 2 with OS and ORR as primary endpoints. Except Keytruda is Amazon of Immuno,  while Epa was Kmart. So for me the stakes are much higher here. 

I am currently sitting on 100K+ shares, have not sold anything recently. Gaming the share price takes a lot of discipline and time commitment. The algos are fast :) Once you sell, the market often gets away from you when you want back in. I was in AUPH at $2, sold at $3, planned on getting back in below, watched it run to $14US in weeks... That's bio for you. So for me I am OK to sit on it until data comes out.