Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
The biopharmaceutical landscape is witnessing a significant shift towards investments in rare disease therapies and companies focused on addressing unmet medical needs, highlighted by AstraZeneca's recent acquisition of Amolyt Pharma for up to $1.05bn. This deal underlines the growing interest in specialised therapeutic areas and positions companies like ImmuPharma at the forefront of industry trends, especially in autoimmune diseases and anti-infectives.
ImmuPharma is making notable strides in the field with its leading asset, Lupuzor, now progressing into a Phase 3 pivotal study for Systemic Lupus Erythematosus (SLE). This advancement is made possible through a strategic partnership with Avion, aimed at funding and potentially commercialising Lupuzor in the U.S. market. Lupuzor offers a unique mechanism aimed at "restoring" the immune system, setting it apart as a treatment with the potential to establish new standards in autoimmune disease management.
Furthermore, ImmuPharma's commitment to combating the challenge of increasing resistance to existing anti-infective treatments is evident in its development of innovative solutions like BioAMB and BioCIN. The company's targeted approach to anti-infectives meets a critical global health need, potentially unlocking significant market opportunities.
The journey of Amolyt Pharma, culminating in its acquisition, serves as an illustrative benchmark for ImmuPharma's potential trajectory. ImmuPharma's diversified focus across autoimmune, inflammatory conditions and anti-infectives demonstrates its broad-spectrum approach and adaptability, enhancing its attractiveness to investors and partners.
Overall, ImmuPharma distinguishes itself in the biopharmaceutical sector with its innovative drug development strategies, strategic alliances, and commitment to addressing critical medical needs. The company's ongoing projects and strategic direction suggest a promising future, potentially positioning it as a key player within the global biopharma community. For further details on ImmuPharma's advancements and strategic objectives, their official website and investor presentations offer comprehensive insights.
Despite ImmuPharma's low share price, a hostile takeover is unlikely. The company's unique focus and proprietary knowledge in biopharmaceuticals present substantial challenges to unsolicited acquisitions. ImmuPharma's strategic defences, including shareholder rights plans, coupled with its invaluable internal expertise, act as significant deterrents. Any future acquisition or partnership is expected to be friendly and value-driven, reflecting the company's true worth and aligning with shareholder interests, ensuring the preservation of ImmuPharma's innovative vision and maximising value.
Disclaimer: This is my opinion. Do your research. ATB to loyal long-term holders.
Below 1.00 p there was doom and gloom from certian ppl...now exactly week on its bagged *1 silence ....hilarious ongoings
Cauldstream
I think the risk reward ratio is very good at sub 2p for the many reasons already discussed and these factors plus losses forward for tax purposes of c £50m after allowing for R&D credits makes Immupharma an interesting proposition as M&A activity is finally hotting up in the International Pharma sector.
Dallo; I am following the same buying policy as you. I reckon any price below 2p is a real bargain.
Dallo that is a risky strategy!! Hopes it pays off 🤞
Currently the share charts got great momentum.
Picked up another 300k at 1.75p
Trying to get my average breakeven price down or go bust trying!!!
IMM is almost up 100% since 4th March this year!!
Will this carry on ?
Just started a small holding in IMM last week and see great potential but also see great risk. Being watching this company for several years and it's only now I believe the risk/rewards are worth participating. Time will tell
Dallo:
Perhaps the news of acquisition by AZN of Amolyt, a small French pharma company which specialises in a peptide drug treatment of a rare disease may be filtering through to large pharmas also looking to strengthening their position in the treatment of autoimmune diseases. Bring on Immupharma. Doesn't it fit the bill?
And consider the price that AZN is prepared to spend to acquire Amolyt - $ 1.05 billion. Wow!
Good to see some buying interest creeping in over the past 45 mins.
I will get excited if it pushes on through 2p and the warrants exercise price.
ATB
.." reflects a strategic and visionary approach from the board "
get a grip Oscar
......you should EXPECT this of the BOD as an absolute ESSENTIAL part of their job ..it is BASIC business acumen
..no wonder Tim gets away with so much ...jeez
Oscar-exactly!
Immupharma's presence at BIO-Europe Spring 2024 in Barcelona reflects a strategic and visionary approach from the board, highlighting the company's commitment to growth and innovation. By participating in this premier event, Immupharma seizes a critical opportunity to network with global biopharma leaders, showcasing its advanced projects like the P140 platform for SLE (Lupuzor) and the promising anti-infective asset, BioAMB. This engagement underscores the company's ongoing negotiations and pursuit of the best partnerships, signaling a robust and forward-moving trajectory.
- Explore BIO-Europe Spring 2024's significance (https://flanders.bio/en/events/bio-europe-spring-2024) (https://www.biotech.ca/event/bio-europe-spring-2024-18th-annual-international-partnering-conference/)
BIO-Europe Spring serves as an unrivaled forum for biotech companies, attracting over 3,700 leading executives and facilitating more than 20,000 partnering meetings. This proactive engagement demonstrates the company's commitment to enhancing its portfolio through strategic alliances and partnerships, highlighting its readiness to leverage every opportunity for growth. Far from a mere effort to attract attention, this move exemplifies Immupharma's dedication to advancing its ongoing discussions with potential partners, offering a comprehensive view of its potential to stakeholders worldwide.
- Learn about the event and its global reach (https://informaconnect.com/bioeurope-spring/)
The decision to attend BIO-Europe Spring is aligned with Immupharma's strategic vision, demonstrating the board's proactive efforts to position the company at the forefront of the biotech industry. It reveals a commitment not only to advancing current negotiations but also to seek new opportunities that could enhance the company's projects and shareholder value. This proactive approach in global forums like BIO-Europe Spring highlights Immupharma's dedication to making significant strides in drug development and partnerships, debunking any misconceptions about its business development activities being stagnant.
Immupharma's participation at BIO-Europe Spring 2024 is an integral component of its strategy, leveraging the event's extensive network and collaborative opportunities. This engagement is a clear indication of the company's active pursuit of partnerships and investments, reinforcing the management's dedication to driving growth and innovation within the biotech sector.
"Opportunities don't happen, you create them." — Chris Grosser
Disclaimer: This is my opinion. Do your research. Best wishes to loyal long-term holders.
Https://www.lse.co.uk/news/astrazeneca-snaps-up-rare-disease-specialist-amolyt-for-105bn-bn2r7jfi1u6ebso.html
Would they? Could they? Improbable but not impossible imo. Maybe not AZ but another large player could buy IMM on the cheap today.
"do you think Tim should have stepped up earlier ?"
Yes, the share price dropped from 1.6p-1.8p range to 0.85p in a month, and Tim should have allayed fears earlier without having to be asked by small investors here. A "we have no idea why the SP is dropping" RNS would have also sufficed earlier. Also note that the website hasn't been updated, with regards to shareholdings, since 2nd January 2024, which would also help (unless Lanstead are selling but not reporting).
With such volumes as 12.4m on March 01 and 22.8m on March 06, I cant see Flash influencing much ...in the bigger scheme of things
Dallo,
Thanks for for input on declaration...in general terms not just for here
CauldStream7,
Right on. Flash212 is just a sad clown, popping up now and then to spread his negativity like a disease. Honestly, if he's so unhappy with ImmuPharma, why stick around? If he's got any shares, which I doubt, he should just sell them. Maybe invest in a circus company; that's more his speed.
Flash, your act is tired. You're not helping, you're just a noisy stinky rat in the room. We're here for constructive discussion, not your baseless panic and misleading nonsense. So do us all a favor, sell your imaginary shares, and leave. This chat's for investors, not lousy, sad doom-mongers. This also goes of the rest of the clowns in this board! If you are not happy the door is right there, we will not stop you or miss you at all!
Alexander: As I have said before, you can't reason with Flash. You and I believe in the integrity of the IMM Board and are waiting and expecting announcements of new commercial partnerships which will finance IMM's research in the future.
Flash on the other hand has one objective: to depress the SP of IMM for as long as possible by dripping poisonous predictions of the SP falling below 1p. That is his only goal, at least on this bulletin board. But of facts he has none.
Flash, I was enjoying the well-informed dialogue from Dallo and Oscar until you decided to clown up and try lower the bar with your evident inability to grasp the situation. Your assertions about delays and funding strategies are off mark, contributing nothing but noise. It's disheartening to witness such a display of ignorance, especially when those of us who are genuinely interested in Immupharma's progress have to sift through your unfounded speculation. Do everyone a favor: try actually reading and understanding the RNS announcements before tossing around baseless claims. If you're not here to contribute meaningful insights, you might as well save your breath, here is a good start:
"Future cash requirements are fully expected to be met through non-dilutive income derived from the Company's portfolio of assets including, inter alia, new commercial deals on the development portfolio, including the non-US rights for P140 (SLE/Lupus); the worldwide rights for CIDP and for BioAMB. The Company is in active discussions with a broad range of potential commercial partners with the objective of completing deals across the portfolio in 2024." Read it again and again! You are pathetic!
Oscar
Thanks
For clarification the 1% changes relate to threshold levels ie for Lanstead that means below 15% or above 16% for example and not absolute 1% movements from existing disclosed holding...in other words a disposal of .9% by Lanstead would reduce its holding below the declarable 15% or a purchase of .12% would bring it over a declarable level of 16% .
Cheers
Hi Dallo,
You're spot on with your explanation. It matches UK's clear rules for shareholders of UK-listed companies like Immupharma, regarding the need to announce changes in their stakes. Lanstead, holding 15.89% as per the 28 December 2023 RNS, would need to issue notifications for any sale altering their position, for example:
-A sale reducing their stake by 1% to 14.89%.
- A 2% sale leading to a stake of 13.89%.
- Dropping to a 10% stake through significant sales.
This transparency maintains market integrity. For specifics, see the FCA Handbook DTR 5. FCA Handbook DTR 5 https://www.handbook.fca.org.uk/handbook/DTR/5/1.html.
Wishing all the dedicated and visionary long-term holders the very best.
Accordingly Lanstead must report any 1% or higher movements in its last notified shareholding ( c15.8%) disclosed in December 2023 in a timely manner ie 5 days or less from change or it is in breach of FCA and LSE Rules on Disclosure .
I trust this clears up the Lanstead issue.
Pokerchips
The 3% shareholding disclosure limit and subsequent 1% amounts above 3% apply to UK Issuers ie UK Incorporated listed companies and NOT foreign shareholders.
The 5% disclosure levels apply to shareholdings in Non-UK Issuers ie foreign Incorporated companies listed on the LSE.
The requirements to adhere to these regulations apply to all shareholders regardless of their residency status.
Dallo
thanks for your post..interesting .... I did notice that Landstead have put "non uk issuer" on more than one occasion
certainly if you were a US investor they declare at 5% and every 5% whilst UK investors declare at 3% and every 1% so there is a difference ....you see it with the likes of JPM and Morgan Stanley etc
who do you think was behind the selling that has gone on from Jan to March , before Tim finally stepped in ..do you think it was all just private investors , and if so, you do think Tim should have stepped up earlier ?
regards
Pokerchips
Lanstead is not "a Non-UK Issuer" for UK reporting purposes but a foreign shareholder like me and millions of others in a UK company listed on the London Stock Exchange.
Immupharma is a UK Issuer for TR-1 Forms reporting changes in notifiable holdings by shareholders whether UK or foreign and notified both to the Issuer ( Immupharma) and the FCA.
Lanstead made an error in its TR-1 Form last December by stating Immupharma was a "Non-UK Issuer " which may be where you got confused.
I have submitted a number of TR-1 Forms in respect of a shareholding in a Non-UK Issuer in the past 4 years and , as a Non UK national, I have the exact same reporting requirements as a UK investor.
Otherwise with millions of Non UK Investors in the LSE, it would be outrageous to allow relaxed rules for foreign investors as this would be against International regulatory, money laundering ,US FATCA Act et al.
"Lanstead appear be dumping, bit of a worry"
Steven49
if Landstead were selling then that would be an expectation from them , if you understand who they are .....so it would not really be a worry ..more like something that had been anticipated