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Cauldstream
Amolyt's endocrine parathyroid drug entered Phase 3 trials in 2023 with top line results expected in 1st Half 2025...2 /3 years after trial initiation.
The world market for hyperthyroidism treatments is c $1.5b.
The market for Lupus is c4 b and CIDP is c $1/2 b
Amolyt Pharma raised over €250m in funding over the past 5 years..the French are different!!!.
So the takeover valued at $1b is based on the belief that the Phase 3 will be successful...some punt by AstraZ.
So why Immupharma is valued at £8m is beyond comprehension imho.
In 2018 didn't they do phase 3?
I am trying to work out why imm got hammered from couple of pounds to couple of pence.
Can someone help me?
Gla
Tim will get us through phase 3 and beyond. Don't worry, make your loved one a cuppa and go about your life.
Alex-read my note about Flash and his pals.
Just maybe he is not as dumb as you think and is a short term trader-as I described from working at a major broking house over 40 years ago. If so-he wants to see the price go down-in his case by being very pessimistic-this does not need to grounded in fact-just credible to the gullible-they sell-he buys-price goes down-fundamentals take over-price goes up-he sells. I have to say that I contacted IMM-about working capital-as did others.
The personal insults and continuing pessimism are just part of the ploy. Don't worry-as you say-fundamentals look good-that's what matter to long term-proper investors.
Thanks for the warm welcome Alex.
Imm is very undervalued and looking for the massive growth here.
Well done on taking profits.
Have a lovely weekend too
Gla
Flash, let's talk tax planning since your financial literacy seems to hover around zero. From my £32k at an average of 0.97p, I snagged 3,298,969 shares. That tidy move netted me nearly £30k profit, with £10k smartly set aside for CGT until my accountant confirms the final tax bill. That leaves me £20k to enjoy as I please, got it? Planning for taxes and success, ever heard of it, or does that concept sail over your tiny head amid your relentless negativity? Smart investors made hundreds of thousands from the recent price increase, why is so difficult for you to believe that massive profits have been made here? We are over 100% from the bottom. I still hold £27k worth of shares bought at an average of 1.45p and another £12k at an average of 3.20p from June last year, and I'm not budging. Planning to hold for a couple of years and I may buy more because the potential is huge. Oh, I did not see in your last post, how much was your profit? Let me guess, zeroooooo? Get back to your rattle-box where you belong and quietly enjoy your happy meal, the highlight of your weekend. I'm off to enjoy my gains. Loooooser! Lol!
GoldGirl, I also think this year is going to be massive for IMM! Enjoy your weekend :)
Dallo: You are a far more experienced stock market investor than I am. Do you have any insight into why the recently acquired small pharma called Amolyt which has one peptide drug in a Phase 3 trial, has been valued by AZN at $800 million up front plus a further $205 million dependent on achieving sales targets? At the same time IMM, with more peptide drugs on its P140 platform at |Phase 3 stage than Amolyt, is presently valued at £8 million and estimated by you to be worth £50 million. Why the enormous disparity in the value of these two small pharmas? I don't get it.
Just a note on placings, on 3/10/19 Bahamas Petroleum stated no fund raise required in immediate future, on 10/10/19 fund raise was completed. Company now called Challenger Energy Group. I am invested in IMM.
I bought imm back in July 2021 - it was 9p but sold out with no gains.
I think its going to be great year.
Gla
At my advanced age and experience in the Stock Markets ( including some right disastrous investments offset by some good ones) I am confident of one matter in relation to Immupharma in that if a commercial deal(s)) on Lupuzor and CIDP plus the anti infective drugs plus the Incanthera revenues soar for it anti cancer suncream , Sol , Immupharma will have a market cap of minimum £50m plus before trial results are announced in 2 years or so.
Assuming the company is not bought out before that.
Remember the £50m tax losses are another tempting attraction as McCarthy alluded to at the AGM.
And all for a market cap of c£8m
I hope I have got it right and hate rampers but if anyone wishes to have a counter argument I would welcome it.
DYOR
ATB to the long termers ...8 years for me .. Doh!
D
Flash, here's a quick lesson: spreading unfounded, negative drivel isn't the same as sharing an informed opinion. Let's set the record straight: voicing "opinions" without factual backing and against the tide of recent RNSs announcements isn't just wrong; it toes the line of unethical market manipulation. Misleading the market with baseless assertions, recycling them like a broken record despite clear evidence to the contrary, isn't just irresponsible—it's borderline illegal so be careful with your words, if you have nothing clever to say then say nothing at all.
Meanwhile, I've pocketed over £20k from ImmuPharma's recent surge - that's real money, from real gains, thanks to actual knowledge of this great company and proper due diligence. How about you? Managed to salvage anything from your bitterness, or are you too busy being the board's resident broken cheap record? What is your agenda? Certainly you are not an investor. As per my wife? I am actually glad you asked! She is thrilled, because tomorrow, we're off to Sloane Square for some well-earned retail therapy, courtesy of my wins here, and planning an amazing holiday to the countryside to a top hotel. Then more gains will come from my current holding. Unlike some, I don't need to hide behind a veil of anonymity to spread fear. Winners focus on facts, losers on fiction, and bitterness. So, how's your portfolio looking, Flash? As empty as your arguments, I presume. Enjoy your happy big mac this wekend. Lol!
Dallo, thank you for the posts, hopefully, Flash will learn something from the informed investors.
Best of luck to everyone and good luck with your portfolios!!
Pokerchips
You are indeed correct
After exhaustive analysis on dosage , trial protocols patients selection and costings et al, Simbec-Orion were finally appointed on the 19th December 2023.
That to me was a major milestone and then allowed Immupharma management to have bullets in the gun in terms of negotiating with interest parties on RoW Lupuzor rights plus CIDP where Simbec-Orion will be conducting trials in parallel with Lupuzor.
With actual trials commencing the game is totally different from an negotiating standpoint.
Immupharma now has a strong hand to play with rather than we hope to start trials with Alora/Avion in the undefined future.
That's why now Immupharma is in a much stronger position imho.
" They have been trying to do a deal on row rights for years,"
Flash
They have been WORKING on deal RELATIONSHIPS ....and the deals are a PROCESS that takes time and are normally dependent on other events reaching a certain achievement
so..the "deal" relationships have been steadily growing as progress is made ...
so
Flash
If McCarthy and the Board of Immupharma have lied and a placing at the levels you are talking about is done I would no longer be a supporter of the company and its management.
I hope that clarifies my position
Finally you must remember that the Alora group has expended enormous amount of management time and expense in dealing with the US FDA on trial protocols and procedures over the past 2 years to get us to this stage as well as investing c£1m in a 80% premium placing at 11p over 2 years ago.
What investors should into account in relation to any commercial deals on the RoW rights to Lupuzor, Global rights to CIDP and the anti infective programme is that the Alora Pharma Group has , in effect , made a staggering $25 m "upfront payment" to Immupharma in funding the Phase 3 Lupuzor trial in return for the US rights to Lupuzor and thereby obviating the need for Immupharma to raise this amount in the markets which dare I say would be extremely difficult if not impossible.
So Immupharma's shareholders get a risk free bet on a potential blockbuster drug in return for ceding the US rights to Lupuzor but still retain the royalties, milestone payments and sub licensing fees on the US Lupuzor revenues
How if anyone thinks that in agreeing a Rest of World deal on Lupuzor will not entail substantial upfront payment on a fully funded trial , they are not in the real world.
Also given the Alora Pharma commitment the negotiations on the CIDP commercial deal , where the Phase 2/3 trial on the drug is being conducted in parallel with Lupuzor by Simbec-Orion , the benchmark has been set by Aloras $25m funding.
So there is plenty of scope for successful commercial transactions on all Immupharma's drug products and in relation to the going concern issue for the Auditors the 3 funding options of warrants, commercial deals and the use of the Incanthera financial asset ( as security for a Convertible Loan for example) will be more than reassuring in this regard imo.
Accordingly as a Director and Chartered Accountant myself ,I would be more that happy to sign off on the 12 months going concern statement in respect of Immupharma.
For its worth and given Alora/Avion is funding the trial I would be disappointed if Immupharma didn't secure a minimum of $10m on the RoW Lupuzor rights plus royalties, milestone payments etc.
Imho
DYOR
Flash, finally embracing your inner clown bot, eh? You're like a bot with a massive glitch, endlessly recycling the same misleading posts. Maybe it's time for a system update, but I doubt there's a patch for ignorance and stupidity. The upgrade you desperately need is called "Brain" and "Knowledge", but it seems like you're running on ancient cheap software. Keep spinning those broken wheels; it's amusing. Just a heads up, the rest of us have moved on to smarter discussions. Try catching up, or better yet, stay in your rattle-box. It's where you shine, after all. Loooooser!
" Pushed the price down-loaded up"
well you loaded up too wildbunch and were very pleased to have had the opportunity...so maybe they were not so bad then
Here is my message from earlier today. Ignore flash and his pals. They drove price down with the cash flow issue-RNS-price rise-they sell-now want price down again. Seen it done before. We must ignore them for our financial health and sanity.
Of course they have gone silent. Pushed the price down-loaded up-RNS positive-as expected-price doubles-sell.
Worked in top broking house years ago-switched on sales partner gets an idea-buys-tell other partners -they buy-all tell their clients-they buy-original partner sells.
Ignore the aptly named flash and his pals-it's the same old-same old.
GLA proper investors
BIO-Europe Spring is the premier springtime partnering event, designed to provide biotechnology companies with the opportunity to present to and connect with investors together with the global biopharma community.
Commenting on the event, Tim McCarthy, CEO of ImmuPharma said: “Following on from our recent announcements, including moving our lead asset P140 for SLE (Lupuzor™) forward, with our appointed CRO, Simbec-Orion, in parallel with our CIDP program, we are delighted to have BIO-Europe as the next key platform in 2024 to present our unique portfolio to key industry and investment specialists. Our focus will be to secure partnering opportunities across our programs including our P140 platform and our earlier stage but highly exciting anti-infective asset, BioAMB.”
Dallo
flash/lambo I suspect has his eye on the Results and the need to convince the auditors they are a financially going concern for the next 12 months ....that seems to be where he is getting all his placing theories from, I think ... ignoring anything Tim has suggested ..
Flash, still spreading doom with nothing new? Your "pump and dump" cry is old news. ImmuPharma's on solid ground, far from your predicted downfall. Buyers at 2.4p aren't naive; they're SMART AND INFORMED buyers, investing in real progress, not your baseless fears, those who got in at those levels have 100X their investments, you are the only idiot here, missing out on a massive opportunity. Missed the growth memo, did you? Keep underestimating; informed optimism will prevail over ignorant losers like you. Your choice: stay in your dark rattle-box or see the potential. Your doom-mongering has become a tiresome act, repeated day after day. It's gratifying to see that investors have recognised your true nature, relying on solid facts. Loser! I've earned more from my investment in ImmuPharma this week than you make in a year, 30K? how about that? Time for you to leave, you cheap rat!
The trend is up
When share price was 0.8p it was on its knees
Flash
So a Chairman and CEO of a listed public company issued a declaration via a RNS supported by the Board of Directors and sanctioned by the Nomad that no funds are required and there are other routes to non dilution funding should Immupharma require such funds in the future.
Either Mc Carthy is an absolute charlatan who has acted in a cynical and criminal fashion to deliberately deceive investors or he has acted in accordance with fiduciary responsibilities.
If a placing was announced at 1p in a couple of weeks he would be ruined as would the rest of the Board.
By the way the 2p warrants of £2m are on the threshold of being exercised.