IMV Inc IMVIQ

Great news on cancer, anyone awake out there?

[QM45]

86% response rate, biomarker that works. We are cancer company once again!!!

[antisense]

Honestly investors are just desensitized to IMV news release at this point.  The results are very interesting though particularly this section: As of the data cut-off date for the presentation at SITC, 18 pre-treatment samples from patients enrolled in the SPiReL study were available for biomarker analysis. Thirty nine percent (7/18) of subjects demonstrated a positive pre-treatment tumor

[QM45]

All IMV needs now is a RELIABLE way to identify target population for  PD-L1 postive biomarker and we are DONE!!! Now 8 patients does not Phase 3 make, BUT these were identified as PD-L1 + and scored 100% the other control group PD-L1 negative scored ZERO.  That is science at it's best.  Game changer for me 60M+ in the bank, IMV should be 2B+ market cap based on this

[QM45]

OK, Let this sink in one more time in case you missed it in my prev. post:  The difference between the two populations is statistically significant and indicates that PD-L1 has the potential to become a predictive biomarker and a companion diagnostic for DLBCL treatment with the combination, to identify and recruit the patients that are the most likely to respond.

[qwerty22]

Synergy is the right word. You're looking to bump up the immune systems ability to attack the tumour. Keytruda changes the cancer cells to make more susceptible to T-cells. DPX simply stimulates more T-cells that are targeted at the tumour. Together they deliver more cancer specific T-cells (Dpx) and those T-cells are more active around the cancer cells (Keytruda). The breakthrough with

[QM45]

Basically They've gone from "a drug with lots of promise" to "a drug with lots of lots and lots of promise in a specifically identified population", an important step forward. LOL! If only markets worked that way you'd be rich Qwerty...  By the time you get the confirmation you are looking for this will be sitting at $20 plus or already taken out.  You have

[qwerty22]

I'm not waiting for anything, I'm saying they've taken a step forward, I'm trying to understand how big the step is. You seem to assume everything is that 10-bagger moment. They haven't quite done what you say. They've done a post-hoc analysis which has identified their potential target population, they've identified a pattern between efficacy and pd-l1. yes there is

[qwerty22]

*Ovarian cancer* not breast cancer

[QM45]

You seem like a nice chap Qwerty so I will cut you some slack :)  I don't assume everything is a 10 banger moment. That's your false assumption.  For the record I HAVE sold at $10 over 100K shares this year of IMV stock, you have NOT, so at least I talk my book.  As for our predictive record I'll just take a few snap shots from the last year Qwerty:  When you

[qwerty22]

You need to go understand what a biomarker means in the broader sense, I know you first think of molecular markers on cell surfaces or proteins floating in the blood but it's much wider than that and it means any way to distinguish one population from another in the context of a clinical program. Bulky versus non-bulky was definitely a way to identify a target population and it appears to have

[Breakthorough1]

Just for the good wishes: The very beginning of the Press Release says "Results support the interactive mechanism of action of the combination treatment, and the advancement into a potentially pivotal registration trial".

[qwerty22]

Yes, if we want the market to listen they are going to have to convince on that specific issue, not dodge it when it gets raised.  

[QM45]

Respect Qwerty. Did not catch that, busy on the markets today and I did not see the T-Cell response when I glanced over it. My eye sight is not what it used to be and the font is ultra small.  That indeed warrants attention although 75% response is nothing to sneeze at as it might be synergistic. Now what is leading what is not  as important as that they work together, but it certainly

[QM45]

Fair points Qwerty to your thoughtful response.  Few clarifications: I DO understand what "biomarker" means, just differently than you do. I take your point  of "broader sense" as you put it and  I just perceive it "narrowly." So yes, biomarker is supposed to distinguish one population subset from another, that is obvious to anyone in biotech

[qwerty22]

I'm just talking about the science not the SP. You can perceive biomarker however you want but it's wrong. You can be more seduced by molecular biomarkers, don't worry so am I, but that's missing the point. This is a post-hoc analysis identifying a relationship, you need to confirm that. Whether that is done as part of a registrational trial or exploratory is what matters to the

[qwerty22]

Oops! I made an error there, 3 out of 4 PRs are positive and one is negative. That's less worrying. (never trust anything I write on this website)

[QM45]

OK, had a closer look with glasses on...  Gave me a bit of a scare there Qwerty, but thankfully nothing to see :) So DPX induced T-Cell response 100% in CR and 75% in PR. So indeed one person with SD did not show measurable T-Cell response. 6/7 however DID.  Interestingly the entire cohort 33/33 was survivin positive. So survivin expression CAN NOT be used as a biomarker and is

[qwerty22]

We both see this as a positive step forward. They are now generating the type of data I've been "crying" about for a while. They are identifying a target population with strong efficacy numbers. The big $$$$ question is do they move to registrational trials now on the back of this data or more exploratory trials.  I understand cancer trials don't necessarily follow

[FastFF]

Can't answer your technical stuff, but can say - and heard this direct from Fred - he has always resisted taking any partner money from Merck or anyone else because.....nobody gives money for free; this would limit the upside potential. Better off being an unencumbered bride. It is an intentional gambit. IMV has been upfront about it. I actually like it as I can sit with my shares through