Thanks for bringing iomai to our attention (it takes me awhile to get around to some things!). I honestly don't know where I come out on it.
Your comments 1-4 are very important to consider but they all relate to commercialization strategies. I think the real issues are elsewhere.
This is not "TCI technology" this is a new adjuvant, plain and simple. Actually, it is an old adjuvant in a patch which is toxic applied systemically. So it's the regulatory issues that loom large for me. Is there a large unmet medical need? Not really. The recent Co presentation was very tight, confident and linear, but I have this uneasy feeling they draw the route to success in too straight a line. Iomi needs a big pharma partner real bad, more than, say, big pharma needs them at the moment. That doesn't make for good bargaining.
The near term publication of the Travellers D trial might bring some near term attention, and slow but steady progress with formulation, patch placement, and dosing (all of which are being monkeyed with) will support the stock price. But a follow on to the IPO and might weigh.
Conclusion: I am interested enough now to try to follow its progress, but not enough to risk real $.
(So that my track record in vaccines stock may be judged, I held a boatload IBDE for at least 3 years and sold it at $2.10 right before its long, steep-sloped ascent (get this, because I had doubts about the way it reported the flu data!); I am presently, stubbornly sitting on losses in ACAM; I got crxl right from the get go but it wasn't a vaccine company then and I dumped it all when they bought BERNA. You should also know I don't know anything about the (inside of the) human body.
I hope others will take a shot at iomi also. Or me.
:--) |
