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@maidit. It hasn't taken a week. Don't confuse the P140 platform aimed at Lupus to that aimed at CIPD. We are still waiting on the news for the CIPD. However, I agree momentum is building. I also think the CIPD process meetings will be quicker, by now Imm would have learnt from previous submissions
Date Source Headline
19th Apr 2023 7:00 am RNS Lupozor Update - FDA confirms Type-C meeting date
12th Apr 2023 7:00 am RNS CIDP P140 Clinical Program Update
27th Mar 2023 7:00 am RNS Lupuzor™ Update
9th Mar 2023 4:35 pm RNS Price Monitoring Extension
6th Mar 2023 7:00 am RNS Collaboration with Orano on ImmuPharma Peptide
the FDA must hold IMM in high regards, as it only took 1 week to get back to us with a date
that's a record
and if the BOD could keep up this regular news we are experiencing ATM
with that Aveon European drugs sale partnership news next, and generally
keep it going with other tie up until the type C meeting in June, SP growth in the next 2 month
could surprise us all IMO
but it was significant that we go to keep our head above 3p at closed today,
a nice base to build on as the days go by
GLA
The latest 3 RNS annoucements from IMM all point in one direction. Progress towards Phase 2/3 Trials for 2 applications of the P140 peptide platform. I refer to Lupuzor for Lupus and another formulation of P140 for CIDP.
You would think that anyone who takes an interest in the science behind IMM's new drug candidates would either buy shares at the present lows, or at the very least, delay selling until it becomes clear that BOTH drug candidates were likely to fail.
But no. There is little let up in the number of sellers who are more or less in balance with buyers.
I think the answer must lie in that there are two types of buyer and seller for IMM's shares. The first type, are those who believe in the excellence in the science behind IMM, namely the discoveries of senior researchers at France's leading pharma research centre which has given the franchise rights to IMM to commercialise them
Then there is the second type of buyer/seller who regards IMM shares as a commodity to be bought and sold on a daily basis, just as one would trade commodities like copper and rubber. These traders regard IMM as one of several commodities/shares which they can trade, making their profits on often small differences between the prices they have bought and sold at. It is fair game for them to spread any rumour and lie to either depress or improve sentiment about whatever they are dealing in in order to improve their trading profits.
In the short term these trading effects on the IMM sp can hurt the company because it impacts for example on how much they receive from Lanstead but in the long term, if IMM has got its science right, it will prosper.
Having held IMM's shares for many years, that's what I believe. It's also what I want to believe: 2 of my children suffer from autoimmune diseases, in one case severely so.
oscar22 - of course there's potential. And it may still materialise. But to date, under the two Tims' "stewardship", it's proved utterly elusive. As for saying Tim McCarthy has "demonstrated a strategic approach to drug development". Well, really! The only thing Tim McC has demonstrated to date is rank ineptitude. Oh, and an ability to line his own pockets, whilst trashing value in the very company he's meant to be running. Nice work if you can get it.
Pokerchips,
You are right , but dilution at 2p or 5p is not the same as 10p-15p as we have seen
Halfbutt bought back at 3.44 after selling at 1.9 ..no matter what you say share price won't go higher than 3.44 until halfbut sells again ... I'm actually in control of the price...for yrs
As a long-term investor, I am sharing my perspective on ImmuPharma's today's RNS announcement and ongoing progress.
1. Proactive and timely FDA engagement with solid regulatory progress: ImmuPharma's ability to secure a Type-C meeting date with the FDA for Lupuzor™ in lupus on 7th June 2023 and a pre-IND meeting date for P140 in CIDP demonstrates the company's strategic approach to regulatory engagement. Active collaboration with regulatory bodies is crucial for efficient drug development, addressing potential concerns early on, minimizing delays, and reducing risks. Timely FDA engagement and effective navigation of the complex regulatory environment foster a faster drug development process and enhance investor confidence in the company's potential for success. The momentum building in ImmuPharma's P140 franchise signifies the company's forward progress and dedication to advancing its drug development programs. This proactive and strategic approach to regulatory engagement, combined with the company's ability to make solid regulatory progress, represents a strong argument in favor of ImmuPharma's innovative drug development programs and the company's future growth potential.
2. Strategic partnership with Avion Pharmaceuticals: ImmuPharma's collaboration with Avion Pharmaceuticals brings together the expertise of both organizations, maximizing resources and increasing the likelihood of successful clinical outcomes. ImmuPharma's CEO, Tim McCarthy, has demonstrated a strategic approach to drug development, and this partnership with Avion is a testament to the company's commitment to leveraging external expertise to develop innovative therapies.
3. Adaptive clinical trial design: The Phase 2/3 adaptive study design for Lupuzor™ is an innovative approach that showcases ImmuPharma's commitment to efficiency in its clinical development process. This design accelerates timelines, reduces costs, and allows for earlier trial termination if efficacy is demonstrated, increasing the likelihood of a successful outcome.
4. Robust pipeline with P140 platform: ImmuPharma's P140 platform has shown potential in both lupus and CIDP, highlighting the company's ability to diversify and expand its pipeline. The broad potential of P140 in treating various autoimmune and inflammatory conditions underscores ImmuPharma's strong value proposition.
5. Targeting unmet medical needs: Lupus and CIDP represent diseases with high unmet medical needs. ImmuPharma's focus on these areas positions the company to address significant market gaps and capture substantial market share.
6. Future growth potential: The unique mechanism of action of P140 has been linked to other diseases, suggesting that the platform could be expanded further to treat additional conditions. This potential for future growth offers long-term investment opportunities and value creation.
NOTE: This analysis is not investment advice but merely reflects my personal opinion based on the avail
Nolupus
Dilution isnt always a bad thing....in the sense that...it can be better to have a smaller % ownership of a more successful company....than a larger % ownership of a less successful one..
It is what any fund raise cash achieves that really matters ..not the fact that funds are raised
Certainly believe 60p is possible and we may get taken out long before then. GL to you and other long term holders
with all the (possible) tranfomational news to come in the next few weeks, if this drops just buy more and wait - but I certainly will not be selling at these levels - and you never know a cheeky bid may come in for the Co. - I mean why wait until the FDA gives the go-ahead.
GLA SR
the SP was £11 pounds. My selling target is 24-25p, that's when l break even and hopefully get my money back. After that l don't give a toss is the share goes back to £11 again.
So to clear the 3.6p and through 4p and then target 6.5p
Should be breaking that now
LAMBO i hope you have not sold out again too early on that drop yesterday
to catch a few ? as i was rooting for your bullishness the other day
as your post of a FDA rejection rumour is very telling indeed''
where did you hear that ??
that person should be shot''
or was you making it all up to get a bigger drop yesterday LOL!!
it's pointless trying to buy back in today if you have indeed sold as you may
have to pay double when the MM start to wind it uppppppppppppp
Coming through a news rich period - you can see what the hype was about, we will see a nice uplift in the SP. £10m market cap should be sitting at well over double, so going back to Zak's chart analysis we could actually get to 6.5p. GLA all patient holders
Back to my 15p please, and then some
DYOR
Positive news, next FDA meeting 07 June and Avion has prepared answers to previous questions.
Sometimes people talk absalute rubbish at times . Onwards for next step
Commenting on the announcement, Tim McCarthy, CEO of ImmuPharma, said:
"Following on from our announcement last week of the pre-IND meeting with the FDA on P140 in CIDP, we are delighted to confirm this meeting date with the FDA on P140 in lupus. With the prospect of both of these indications moving positively forward into pivotal studies in H2 2023 there is real value momentum building in our P140 franchise"
had a feeling we would get news this morning''
as they normally put you off with a drop the day before
SP could easily race to 5p today
we will see
GLA
Dallo,
With an average of 16p , I would be very worried about dilution but that’s my opinion.. where the Sp goes to in the short term is not what would worry me , it’s where it’s going in the LT and that’s where the number of shares in circulation comes in
But everyone to their own as per usual
Nolupus
Well the warrants will not be exercised if the SP remains at c3p with the consequent loss of the warrant funds and the SP near all time lows.
However if the SP goes much higher than the warrants price , Immupharma receive the cash and the outlook is improved following the FDA meetings, I for one couldn't give a toss about dilution.
The SP drifting back to c1.5p is a much greater concern.
Dallo,
It’s in shareholders interests that the L1 and co warrants are not subscribed by June …( huge dilution)
Avion and IMM must have another plan , rather than fill the pockets of the L club ?
Let’s see what happens
Obviously the SP was going to retreat in the absence of news as short term traders exit with some profit after the rise over the past week.
The big test is to see whether the SP can move on from here as some key catalysts come into view over the coming weeks ie FDA meetings , possible corporate action on rest of the World rights for Lupuzor and collaboration/funding/ joint venture on CIPD et al.
Let's see if the SP moves higher in the coming days as the froth is removed ...if it does it will be a serious bullish signal.
But as always with Immupharma one never knows.
ATB
Pokerchips - think we know the answer to that question. As for lambo222's "Rumours of submission rejection", does he honestly expect anyone to take that seriously? He just makes it up as he goes along to suit his own agenda.
May have been a little shake out to grab some shares from speculator traders ...just before the Meeting Date comes through
..test a few peoples resolve