IMNN

$IMNN chatter on StockTwits

• 
  jjegglie@jjegglie17h

  $IMNN I left out management too. At least AI is willing to answer tough questions honestly: What are the phase 3 odds of approval for a drug in which investigators oversampled known resopnders to hit endpoints in a study not powered for and did not achieve statistical significance in the course of the phase 2 trial? Answer: While an average drug entering Phase 3 has a baseline approval probability of 50% to 60%, a candidate entering Phase 3 with these specific flags carries a success rate near zero to under 5–10%. ​In biostatistics and clinical development, this profile represents one of the highest-risk scenarios possible, as the Phase 2 "signal" is almost certainly a artifact of trial design rather than true biological efficacy.

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN Same as thermodox, same as celsion? Hmm...

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN Same as thermodox, same as celsion? Hmm...

  View on StockTwits ↗
• 
  jjegglie@jjegglie1d

  $IMNN Part 2: ..........A company with no products, no viable pipeline, no cash, and untrustworthy management offers zero assets while posing extreme legal, financial, and reputational liabilities. In commercial terms, such an entity has negative enterprise value and would simply enter liquidation or bankruptcy rather than find a buyer.

  View on StockTwits ↗
• 
  jjegglie@jjegglie1d

  $IMNN Part 1. I asked AI: Please provide a list of drug companies willing to buy another company that has no products, no viable drug candidates, no cash and corrupt management The answer: None. No legitimate pharmaceutical or biotechnology company—or even a public shell buyer—would acquire a company with that profile. In corporate acquisitions and life sciences M&A, buyers look for at least one of three core values: * Intellectual Property / Pipeline: Validated drug candidates, patents, or proprietary platforms. * Capital / Net Cash: Liquidity or financial runway to fund ongoing clinical operations. * A Clean Corporate Shell: In a reverse merger, a private firm buys a public shell company solely for its exchange listing—but only if the shell is legally clean, transparent, and free of outstanding regulatory liabilities or corrupt legacy management. Continued.......

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN And I asked AI to give me a list whom Imunon must talk to (someone send this list to them and ask if they have had conversations with all of these). Part 3 "Regional licensing — most likely to close first, and soonest Zai Lab — Already commercializes niraparib in China and specializes in in-licensing Western assets for greater China. The obvious first call. Everest Medicines — Same model, smaller; would take a China deal others pass on. Ono Pharmaceutical — Nivolumab heritage and genuine institutional conviction in immuno-oncology. Eisai / Taiho — Natural Japan partners with gyn-onc history and a habit of in-licensing."

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN And I asked AI to give me a list whom Imunon must talk to (someone send this list to them and ask if they have had conversations with all of these). Part 2 "Cash-rich mid-caps shopping for late-stage assets Incyte — Deep IO expertise plus a Jakafi patent cliff creating real urgency to buy pipeline. Jazz Pharmaceuticals — Buys late-stage oncology rather than discovering it, and already has the commercial infrastructure. Exelixis — Cash-rich and openly diversifying beyond cabozantinib. Ipsen / Servier — Both in-license oncology aggressively at exactly this deal size; Servier being private means less quarterly scrutiny on a speculative bet. BioNTech — The platform wildcard. Plasmid-nanoparticle delivery is adjacent to their nucleic-acid expertise, so they'd be buying TheraPlas, not just one drug."

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN And I asked AI to give me a list whom Imunon must talk to (someone send this list to them and ask if they have had conversations with all of these). Part 1 "Best strategic fit — already selling into ovarian cancer Corcept Therapeutics (CORT) — Just launched Lifyorli in platinum-resistant ovarian and is deliberately pushing earlier into the treatment line via the BELLA expansion. Profitable, cash-rich, same call point, zero overlap with a frontline asset, sharpest fit on the list. GSK — Owns niraparib. Imunon's headline data is literally the IMNN-001-plus-PARP combination, so GSK is the one partner whose existing franchise the data directly promotes. Genmab — Paid $1.8B for ProfoundBio to buy into ovarian with Rina-S. A frontline immunotherapy complements an ADC rather than competing with it, and they have the cash. Verastem Oncology — Has a gyn-onc salesforce but only a rare low-grade serous indication to sell into; needs a larger population. Perfect logic, weakest balance sheet."

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN My point for sharing those three parts was to stress that there is a reason scientists are interested in IMNN-001 regardless of statements made here that this is doomed to fail. There is a clear difference from previous attempts and this is why FDA and trial sites are moving forward into the P3. What does this mean? End of the day for us it's share price appreciation. And the only factor that can change that is a partner, maybe a mid-size pharma, that looks into this as asks if it is worth a $30 million investment into a possible $1 billion gain in their market cap in three years if this makes it. So far they haven't been capable of making this case and if they cannot do it then there is only more pain here.

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN Part 1 of 3 from AI. "IL-12 has failed in two distinct waves, and IMNN-001 is aimed at the reason for each. Wave 1: Doctors injected the protein itself into the bloodstream. This triggered a cytokine storm driving widespread inflammation, liver injury, cytopenias, and potentially lethal multi-organ failure. Early trials included two on-study deaths, and large Phase 2 studies produced disappointing responses, with such a narrow therapeutic index that accrual to some trials was stopped outright. Wave 2: The diagnosis was that IL-12 acts locally through paracrine and autocrine signaling, and a tolerated systemic dose simply can't reach therapeutic concentrations inside human tumors. So companies tried injecting IL-12 directly into tumors — electroporated plasmid in melanoma, viral vectors in brain tumors, mRNA approaches. These reduced toxicity but ran into a different wall: you can only inject lesions you can reach. Treat one melanoma nodule and the other twenty are untouched."

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN Read this carefully, a nice summary by AI on just the science (not the management team). Part 2 of 3: "Where IMNN-001 claims to break the pattern: advanced ovarian cancer doesn't spread through the bloodstream to distant organs early — it seeds throughout the peritoneal cavity. So the peritoneal fluid cavity is the primary tumor microenvironment. Filling that cavity isn't treating one lesion; it's treating essentially the entire disease. The compartment and the disease happen to be the same shape. Very few cancers offer that."

  View on StockTwits ↗
• 
  BP@bxp23901d

  $IMNN Read this carefully, a nice summary by AI on just the science (not the management team). Part 3 of 3: "And critically, they've measured whether the compartmentalization actually works in people. IL-12, IFN-γ and TNF-α rose roughly 27-, 62- and 36-fold in the peritoneal cavity, while little to no change appeared in the systemic bloodstream. Clinically that's tracked with no cytokine release syndrome, no systemic IL-12 toxicities, and no serious immune-related adverse events, alongside IL-12 expression in peritoneal macrophages and T-cell activation consistent with shifting the tumor microenvironment from immunologically "cold" to "hot." That is a real, non-trivial scientific claim: the thing that killed IL-12 for thirty years — systemic toxicity — appears to be solved here, with human data showing why."

  View on StockTwits ↗
• 
  Jack Ryan@ALSCellTherapyBullish2d

  $IMNN Good to see and positive sign.

  View on StockTwits ↗
• 
  jjegglie@jjegglie2d

  $IMNN Another nothing burger from Turd-ugno, sleazy statborg, blotcher, failure and the rest. This is my shocked face.🙄 At least some of the most ardent, low information longs are finally starting to wake up.

  View on StockTwits ↗
• 
  BP@bxp23902d

  $IMNN I don't think that means it was all fluff and empty talk. I think it means they've learnt their lesson not to keep talking about it with nothing to show. Let's see. The other thing to note was the clarity that the executive team or whoever else is taking stock for some salary. In fact most of their SEC filings now show that the directors now have sizable stock positions of 25K shares approx and a couple of the senior execs are approach 90k shares or so. The best that shareholders can ask is that incentives get aligned properly so a rising share price doesn't just benefit shareholders, it also benefits the pockets of the insiders considerably. I think we're starting to get there. What that means is anyone's guess, but it might be a positive. Let's see.

  View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.