IMV Inc IMVIF

Timeline Chart - Jan.7 Presentation

[Hideaway]

IMV should have been more forthcoming re the COVID-19 expectations. We all know our future lies with cancer treatments but to see that the only outputs for the COVID-19 study is for sometime during H-1 makes one feel deceived by previous expectations. They only anticipate publishing the pre- clinical findings in the first 6 months,no mention of the Phase1/2 trials.
I'm going to continue holding as the cancer side still holds promise but am disappointed by the way they have communicated the details on Covid.

 

[Biotech010]

https://wwwca01.btig.com/MarketIntelligenceService/Special/1_3993E9399F7134A86660F89610D07B0B.mp4  I like the timeline for DLBCL - feb FDA meeting - start of bigger pivotal study in Q2 - interum results in Q4 that will show the same / better results With this approach the argument of the small patient population is off the table and they can apply for registration 2021 is the

[Breakthorough]

Apart from DLBCL timeline, two important things in Q1: - They seem to have found a biomarker (not PD-L1, they said) in ovarian and will announce it. It should improve the results in the targeted population, of course. - Basket Trial interim results in more than 100 patients. Will have much more data in ovariam (with KTR and also wothout cyclophosphamide). I remember that unique patient in bladder

[qwerty22]

I thought that was a great chat, Fred did well. Nice to have questioner whose both intelligent and positive. Sound like dlbcl moves forward unchanged, no bridge chemo etc. If the data supports that then that seems like pretty much the best possible outcome. Head up on Merck's ongoing monotherapy trial would be welcome. And some high promises for data delivery in the basket trial fairly

[qwerty22]

I listened to both recent fireside chats. Fred seem to have more energy, be more positive. There's a genuine sense they are at a turning point

[Biotech010]

He mentioned collab with Merck. And that;s interesting. They need to have some sort of deal going into this next trial...because they use Pembo. And because its going to be a pivotal trial...the combination will be approved    Fred told me discussions are ongoing....

[qwerty22]

Speculating about partnerships on biotech bb is more common than Trump impeachments. But it does seem perfectly setup. If the bull story plays out and they get their registrational trial and some positive data from any of the basket trial indications then you have to think Merck takes this more serious.