Let's face it, IMUC has a market cap that is extremely undervalued for a one of a kind Glioblastoma vaccine that turns in 18+ months of progression free survival. That's worth at least $1 Billion in market cap. Plus their IIb trial will allow them to submit and NDA to the FDA this year. This is $14-18 stock easy.
The only part that I disagree with is that we will not reach 64 deaths in Q4 of this year. All the officers know this; however, at this time, being blinded to the results, they cannot yet promise that much efficacy.
Disco, I re-ran my previous projections based on all of the numbers and assumptions given in the call and the enrollment curve vs randomization and came up with a trial reaching 32 events right about end of March. I pushed it back to zero advantage and 32'd in Nov of 12. I then pushed it up to 36 months and got 32 events in June with barely enough time to get the report in q2. What I have not been able to do yet is show 64 events in 2013 (more like March of 14) and that is without any curve separation. I just don't think we be done in this year. But the hype when we're not is going to be a blast!