GREY:IMVIF - Post by User
Comment by
PoorOpinionon Sep 18, 2018 5:16pm
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Post# 28642478
RE:RE:RE:I love this company but we need a US financing
RE:RE:RE:I love this company but we need a US financingI think there are a number of features that are baked into the IMV story that allow it to be largely ignored by the biotech investing community and the wider market unfortunately, I'm not sure they necessarily go away with a US financing and analyst and I'd be worried about the negative impacts hinted at by Europe10.
Maybe a better path is for the clinical program to continue and for that to lead to a more meaningful partnership with Merck, that's also something that's potentially on the horizon and that's been hinted at by Ors. I'm personally impressed they have got this far with Merck, its one of the main reasons I invested but I think its fair to say that from Merck's perspective this is just them dipping their toe in the water. Until Merck more fully commit to this it doesnt carry enough weight seemingly.
In a sense everybody is right here, the market NEEDS to be told this is a winner, we need more people to see that, maybe a US analyst is the one to tell them, but I'd prefer Merck. Maybe ultimately it'll be both.
I'm with everybody, its frustrating to see these important clinical milestones get ignored. Part of the patience is maybe to be able to accept we are flying under the radar atm, that the management is still in the process of putting all the pieces of the puzzle together and some of the reward comes maybe later this year, maybe 2019.