GREY:IMVIQ - Post by User
Comment by
QM45on Feb 10, 2020 10:24am
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Post# 30667351
RE:Presentation today.
RE:Presentation today.Listened to the webcast this morning. These presentations are repetitive, but this close to the read outs and with my size position I can't afford to miss anything. It would be negligent. There is always a gold nugget that spills out that adds to the picture...
Anyways. We are getting the ovarian data later this month. CONFIRMED. It was hard for Pierre not to spill the beans, but words "very interesting moment" and "very excited" and "allow for registration" were used. He pretty much said so without saying, that this data should be a game changer for IMV and it's def. one they are staking the future of the company on.
Secondary excitement was around DLBCL and it's low toxicity, ease of use and superior performance vs CAR-T when you take out Chemo pre-treatment. There was some interesting data that I have not seen before in the presentation, apples to apples comparison between the two.
The fact that they responded to the analysts on that issue shows me how close they have their heads to the ground. After all, this is not the first rodeo for these guys.
All in all, bog standard presentation, but clearly stating we are in a pivotal next 4 months.
Ovarian end of month.
Top line DLBCL and Basket trials by ASCO in second Q.
Bladder Phase 1 later this year.