AF is dead wrong with respect to IMUC. The 12% 4 year survival rate of GBM patient with Temozolomide is an accurate bench mark-the real issue is that the claim that @3.70 the stock is pricy. Temodar sold a billion per year and the data that Roger Stupp presented which claimed 12% over all survival rate was found predominately in patients under 50 and those with MGMT. Take away these characteristics and the survival rates have not changed in 30 years and sales of Temodar were still a billion + per year.
The study size is small-but its not insignificant-investigators do not require thousands of patients to demonstrate efficacy or response-unlike statins or other disease states. High grade Malignant Brian tumors are uniformly deadly-especially GBMs-if this agent can be approved-the product will be expanded to use in Grade III tumors as well. I would guess that I07 is more likely to achieve an accelerated approval map than-especially if survival rates and progression free surival rates mimic the phase 1. IMUC is a steal at $3.70 this is a $7 stock today.....GTLA