$IMV stock flat since Monday's press release. Investor frustration centers on unresolved leadership and financial issues.
Key concerns:
• Otworth still drawing $37k/month in unclear "transitional" role — investors want him out and full comp disclosure
• Roland Austrup under fire for ties to Dark NX, credibility issues, and perceived enthusiasm for dilution
• No financing clarity — fears of more dilution loom
• Quarterly expenses still $3M, investors say should be $1M
• AeroFlex and Refinity: no word on monetization or shutdown
• Accelsius fundraise ($100M at $1B valuation) seen as critical catalyst — investors willing to accept diluted voting rights if it unlocks scale
New CEO Bill Grieco faces urgent pressure to restore credibility, cut costs, and clarify path forward. Stock trading well below $3 target until these issues resolve.
Investor sentiment: "The clock is ticking."
Key concerns:
• Otworth still drawing $37k/month in unclear "transitional" role — investors want him out and full comp disclosure
• Roland Austrup under fire for ties to Dark NX, credibility issues, and perceived enthusiasm for dilution
• No financing clarity — fears of more dilution loom
• Quarterly expenses still $3M, investors say should be $1M
• AeroFlex and Refinity: no word on monetization or shutdown
• Accelsius fundraise ($100M at $1B valuation) seen as critical catalyst — investors willing to accept diluted voting rights if it unlocks scale
New CEO Bill Grieco faces urgent pressure to restore credibility, cut costs, and clarify path forward. Stock trading well below $3 target until these issues resolve.
Investor sentiment: "The clock is ticking."