IMV Inc IMVIF

RE:RE:RE:RE:RE:RE:RE:RE:DPX-Survivac as Monotherapy For Recurring Ovarian Cancer

[PoorOpinion]

PoorOpinion wrote:

TexasTea20 wrote: As much as I think it would help liquidity, valuation etc.., I disagree that IMV should do a financing now. This is not the time. They are cashed up thru 2019 and I am sure have the relationships in place to pull the trigger on "a" financing anythime....but they are likely more interested in the "right" time. Based on IMV's stated milestones I would suggest a financing only gets done around or in conjunction with their meeting with the FDA on breakthrough status and the FDA's reply in Q2 of 2019. That is the kind of announcement that get's the interest of the investing world. I have resigned myself that IMV will not make the big valution leap (10x +) until that point.
Just my opionion.

I agree the fda meeting is maybe more exciting than the Dec 14th reveal of the detailed data in terms of moving the stock.

Anybody have any thoughts on the prolonged nature of the patients response in the subset group? It was emphasised several times but not went into in detail, ie how this compares with other treatments. The subset group is n=5, so rather small, does the prolonged response add significant weight?

So to expand, what I got from the cc was that IMV would start discussing the possibility of a "registration trial" with the FDA for dpx as a monotherapy. So while the FDA doesnt have any definition of such a thing what I understand is meant by that is jumping straight to the trial that forms the basis of the data for the ultimate approval process. That would represent a huge leap forward clinically and commercially and if that did get announced it would be hard to see that not being a large value generator. If they proceeded alone with that then significant funding would be required so maybe people get their US financing then, who knows.