IMV Inc IMVIF

IMV 5 year plan

[JimmyJ]

With the recent uptick in share price from seamingly no news, I'm wondering if this is the result of leaked news with more to come or if this is just the result of the same old shorting patterns year after year.  Thoughts?   

Does anyone have insights to share on the ovarian studies?  When will we hear more about FDA discussions for phase 3 and how long will phase 3 take?  Is IMV planning to go at Phase 3 alone?

[qwerty22]

The news is they've now more clearly signaled how they intend to proceed on the regulatory front with dlbcl, I was looking for more clarity there so I consider it 'news' even if we don't yet know the outcome of that process. Companies are always talking about pivotal moments but this feels like it's building to a genuine one. People taking positions in anticipation of that

[qwerty22]

On Ovarian. If you followed the story for some years then you might think for most of that time Ovarian was the lead and dlbcl 2nd. That now seems to have flipped. They don't have as much clarity about the Ovarian program as dlbcl. They've promised to try to deliver more clarity in2021 so let's wait and see, they promised that for dlbcl and seem to be delivering it. Short term it's

[alphaseeking001]

Good thoughts Qwerty22.  Helpful.  Thanks.  Hopefully we get more clarity in the coming weeks.

[Breakthorough]

In relation to ovarian, in the coming milestones of last corporate presentation a week ago, they announce an update related to a biomarker in ovarian during this Q1. I assume it is for a more positive reading of the results, it doesn't make sense to announce it if it is not...

[qwerty22]

When Fred spoke he talked about searching this Q as if they hadn't yet found anything but what you say makes sense, they could already have a sniff of something that they are looking to firm up. Why get too far ahead of yourself and then have to backtrack? It would be special if they had a path forward in both programs. The hit rate in oncology is so low.  

[Breakthorough]

Check page 28: https://d1io3yog0oux5.cloudfront.net/_65921b9da38e492dec23d9db36b08769/imvinc/db/854/8092/pdf/JAN282021_CORPORATE_PRESENTATION_Posted_online_16063899896.pdf

[qwerty22]

Yes I take your original point it doesn't make any sense to put a timetable on new biomarkers update if they don't already have something to base that on. Science is too unreliable to make that sort of short term promise without knowing you already have something in the bank. Maybe the cloak and dagger is because they are targeting AACR with the data. Abstracts get published 10 March and