GREY:IMVIF - Post by User
Post by
QM45on May 15, 2020 2:01pm
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Post# 31034807
Re: CC
Re: CCListened to the call this morning.
Very postive until Fargo goof ball showed up at the end. You could hear Ors dislike in his voice when answering his muddled Qs.
The call started with another analyst addressing cyclophosphamide issue that tanked the stock in Feb. and if they had any questions about it from FDA etc. Ors clearly answered that it never was
an issue, has never been brought up by anyone and the science is clear on it's non effect.
We just happened to get an idiot for an analyst, sadly self inflicted by IMV.
Lymphoma study has hit it's end point, with current patients, before full enrollement. As such that is a major milestone as the study objective were set out by the investigator and not IMV.
Covid vaccine moving as planned. Should get sth by the end of the month re: animal studies to share with broader scientific community.
Based on what Ors said, looks like the grants are pretty much guaranteed. Unless gov. steps in they are not developing the vaccine. Pretty simple. This could be a nice injection of capital on top of current financing completed. The potential here is not in the stock.
Overall, based on what they stated on the call, everything is ticking along, with minimal disruptions, some data collection delays. I think after getting burned at the last update they will be more cautious going forward releasing the cancer data.