Immatics NV (IMTX)

[FACT-MASTER]

What i found interesting about the interim data that was recently released was the Phase 1b cohort had 80% confirmed objective response. That was the IMA203 alone with the 4 and 5 dose level escalation. Allbeit a low sample - only 5 patients, however interesting data.

Given the early data of IMA203 alone (80% objective response for dose level 4 and 5) The IMA203 +CD8 (t-cell helper) and/or IMA203 plus Opdivo (checkpoint inhibitor - BMS) has serious potential to be a breakout therapy, imo.

The data for IMA 203 CD8 and Opdivo should be out soon, if not December i would say 1st quarter of 2023, imo.

(IMTX and TCRX = 2 top notch biotechs in TCR-T, imo.)