IMV Inc IMVIF

Few thoughts on this morning presentation

[QM45]

OK, just listened to the hour long presentation. Since it's fresh in my mind might as well pen a few thoughts before the market open. 

Two part presentation. First part DLBCL data with Bernstein reading the slides but skipping the QA. 

Pretty much all in line with how I interepreted the data in my previous posts. Can't understate how excited they were about the biomarker. It REALLY is a game changer for that indication. 

Best part it's a well established biomarker used widely in other indications so testing should be a breeze based on established protocols. 

One sceptical question about PDL1 being the cause of clinical response got shot down pretty well by Ors. He stated that Merck has much better access to the study data and they confirm based on Merck private data that DPX is active and synergistic with Pemb. This is coming from Merck. 

The question stemmed from Optivio study showing mono therapy being 37% ORR so why does IMV think it's DPX doing the work in light of PDL1 negative patients showing zero ORR. 

Reminded me of the ovarian confrence call with dotard Jim from WF where he tanked IMV by 200% due to his ignorance about role of cyclophosphomide in the ovarian therapy. 

Thankfully they were ready this time for bonehead, ignorant questions from uninformed analysts. 

One has to understand that few of these guys have time, energy and desire to dig into mechanism of action of every potential drug out there considering they cover 100s of bio companies. 

As such they do come up with " is the world flat" questions. Sadly that's part of the game. 

Anyways, otherwise you could sense the disbelief in  both IMV mngmt and analysts at how good this data is and how well Pembro and DPX function together. 

They will be fleshing out MOA to really dig in in all the good things happening. 

On the COVID front, looks like we are going to get published preclinical data before the end of the year, they are completing  all that as part of their package they need to submit to Health Canada for trial approval. So it's all linked. Looks like we should get this going soon based on their answers. 

Overall great call. Very informative with lots of good data points. The ramifications from DLCBL study and the identification of the biomarker for other cancer indications including ovarian etc. are huge and expand potential treatment options into the future. 

Grab the shares while you can. I backed up my truck as stated in my previous posts early this week so I am fully loaded with great entry point curtesy of sellers in US :)