RE:RE:How does this dude conclude this? I guess I find his style of writing and constant hinting of things to come as a bit frustrating but you're probably correct in that he's been a shareholder and supporter of IMV for a while so I should probably not be so annoyed. Anyone that gets the good word out about IMV should be supported. Cheers
quote=buzzkiller]Perhaps Calandra concludes what he has written from bits like this from the Oppenheimer report;
"Investment Thesis
It is possible that incremental success in DPX-Survivac development may lead to
increased financing in the form of collaboration capital from current (Merck) and potential
other big-pharma partners, that may drive up market capitalization of IMV from current
~CAD 160M."
Note the financing comment. Could all be wrong mind you... its an analysts view.
Add the fact that ASH and DLBCL data is fast approaching as is Montherapy data likely in mid to late February. Decisions will have to be made. We are getting closer and closer to a significant pivot-point and hopefully a comensurate re-rating of the stock.
Consider also Pierre's comments in the Q&A of the Third Quarter earnings call with respect to a data threshold being reached to trigger the next phase of collaboration with Merck (or others).
Calandra is a supporter of the stock who I believe owns a large position. Not sure why he bothers you so much. We need buyers and volume, style aside, I hope he helps bring both. No point on shitting on a supporter at this stage.
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