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Speak to Lisa Baderoon that’s all I can say Nolupus, oh btw I have an offer for you, you said it was 1000/1 on IMM hitting 10p by the end of June, I will stake £5000 that it’s 10p by the end of June if you fancy a flutter let me know what odds and send me your Twitter name we can get it set up
I wonder who wrote this a few days ago ??
´ It’s all about the FDA decision on 7th June, it will
Take balls of steal to hold for the result given it’s a whole new protocol and phase2/3 adaptive trial FDA may want to see the dosing data first before allowing phase 3, as ever with IMM the swings are wild you can be up 50% one minute and down 50% the next…nature of the beast ´
Two sides to the every coin so one should be measured in their analysis and not just pumping when one is ´ in ´ whilst very critical when on the sidelines :-)
We look forward with optimism to 2023 and the Board has the clear objectives of advancing P140 (Lupuzor™) into its next clinical trial and in addition, also delivering positive advances across the whole portfolio in both clinical development and commercial partnerships.
In conjunction with these objectives, the Company has been continuing to manage its cost base which demonstrates a cash runway through the end of 2023 and into the first half of 2024.
Ok so firstly if you actually bother to contact the bod in particular Lisa Baderoon she will answer any questions you may have within reason. The results are to 31 December 2022, they put out an rns stating fully funded until early 2024…. On 23rd December 2022…. So I. Dry much doubt that between 23rd dec and 31 December a whole 8 days that their guidance has changed from fully funded to early 2024! The bod are not to my knowledge taking a salary at present, and costs have been cut right down. They also received a payment from Orion and Lanstead payments each month.we have the most important 3 weeks in the companies history coming up and you guys are talking about funding… do you really think funding will be a problem if they receive FDA approval for the CIDP to advance on Tuesday… do you think funding will be a problem if on 7th June they receive FDA approval for our Lupozor phase 3 trial in Lupus the most eagerly anticipated rns from IMM in over 3 years unlocking $25m of funding from Avion… the price will be well north of 10p by which point either a placing or a licensing deal would be no problem at all. If you listen to Tim’s interview in Feb he talks of receiving a cash lump sum as part of any new licensing deals…. Hence I am confident that they have a licensing deal lined up for CIDP which will be signed after the FDA meeting… the most important 3 weeks in the company’s history coming up and the opportunity to make life changing gains awaits those brave enough and researched well enough to back this and buy shares, the biggest risk is not taking any risk at all
Poker chips. Great research and analysis-thanks.
My belief (hope maybe) is that positive outcomes at the FDA will lead to financial support-via fund raising, sale of rights etc. This is a big pot hole (NoLupus). But this is a pharma start up-and adequate finance is always a risk.
GLA.
I looked for a statement in the Results regarding the company being a Going Concern for 2023 but could not find one...given their stated low cash level .....the auditor must have required that...although they didn't state at the top of the results they were audited results.....only at the bottom does it suggest these results will be part of the Annual Report due out shortly
The results have also left a huge gap in the statement regrading having cash runway until early 2024 which was released in the RNS of December 22nd 2022 in an End of Year Update , ....and the results cash statement within the subsequent final results of £0.7m as of 31st December 2022.
So where does that leave the financing position exactly ?
Do they intend to vote on re-pricing the outstanding warrants (151,450,908) ??
Can they actually now state they are a Going Concern for the next 12 months ..i.e for 2023 ?
Did the cash runway include something that was not available as of 31/12/2023 but they some how expect to be available i.e. future expected commercial collaborations and licensing deals.... and if so..how could it be defined as being within the current cash runway at the published time ?
Talk of receiving cash from Landstead is hardly going to fill the coffers based on their current agreement and recent income from them ....are they intending to go back to Landstead ??
Until these unanswered concerns are answered..I for one ..wont be taking any notice of anyone who suddenly has a desire to encourage people to buy shares ( from sellers ???) or put to one side any possibility of their being a placing or other form of fund raising....
Each to their own
Wildbunch
comments are about what is written in posts..not about personal ridicule .... anyone can be a fine upstanding individual but what is commented on is the content of the postings ..and it the content wording and its accuracy that faces criticism or comment
Let's take on board your concern about TMC. I have 500,000 shares at 10p average. 0f which 400,000 I have bought in the last few weeks. I have shared the pain of the highs and lows. However, I am not sure that I am in it for the long run. A range of 30p to 50p is I judge to be very achievable if all 3 bets are in play and there is some movement on rest of the world rights etc. I think I might well pocket getting on for 200k profit and leave others to dream of the sunlit uplands of 2 to 3 £'s per share.
That's all.
Lambo222 - agreed. That said, IMM (notably Tim McC) have form in snatching defeat from the jaws of victory.
Nolupus Do you know anyone (perhaps yourself) that would lay odds of even 50 t0 1 of that happening?
We are not trading the last though we are Trading the present and future events the past is gone, with Avion funding the trial for $25m and 3 years of FDA guidance I think it has a good chance of coming good and if it does the rise here will be life changing for many to the upside this time
LAMBO222 - Oh it can motor alright. Sadly, only in reverse gear since the last Phase 3 trial failed to meet its endpoints. I agree, there's a decent chance the share price could rise - assuming the latest two imminent FDA meetings are positive. But this has to be seen against the backdrop of a meteoric share price plummet since 2018. Then above 160p (briefly). Now below 3p. WILDBUNCH - That's all.
It’s definitely not 1/1000 to one on this been above 10p after FDA approval on 7th June! You know as well as I do that this share can motor under any buying pressure
Lambo222,
It’s all good fun but one has to be a minimum logical
Because even you know that when you write predictions such as ´ could easily 3-4 times their money over the next few weeks´ That is just plain pumping and the odds are 1/1000 of that happening
Ah it’s all good fun, but the facts remain that investors buying today at these low levels could easily 3-4 times their money over the next few weeks, I do t think many people realise the potential of Lupozor for Lupus, if the phase 3 trial is approved and ultimately successful we are talking about potentially the best safest treatment for Lupus globally which is a $10bn market, Art Deas himself stated that he sees Lupozor as Avions number 1 drug in the future, US buyers will be all over this in the future as they cannot buy Avion given it’s a private company so IMM is their only route to get exposure to Lupozor, biggest month in the companies history coming up, you either sit it out or take the chance but you have to be in it to win it
I have to say I prefer Lambo's musings based on possible future outcomes than personal ridicule.
That's all.
In conjunction with these objectives, the Company has been continuing to manage its cost base which demonstrates a cash runway through the end of 2023 and into the first half of 2024.
Lambo222 - you put your left leg in, your left leg out, in out, in out, shake it all about.
Tuesdays FDA meeting for CIDP could really ignite the fire here and get momentum building ahead of the Lupozor phase 3 FDA approval meeting on 7th June, as we know with IMM once momentum builds it really does motor and we have two company making catalysts coming up, one of which unlocks $25m funding from our US partner Avion in a $10 billion Lupus market that currently only has two treatments with severe side effects, Lupozor is safe and little to no side effects the potential on offer here is mind boggling imo potentially the next world leader in Lupus treatment and the Mcap is £10m… huge rewards on offer for buyers at this level
Watch this rocket next week, i think you miss the point Nolupus people are invested here to make money, been right and acting smart doesn’t make you any money unfortunately, knowing when to buy and sell does…. Two major catalysts due on next week 16th May, one 3 weeks later on 7th June… if FDA are positive on both what do you think the price will be? higher than 2.6p that’s for sure 10p entirely possible you pay your money you take your chance, but over the next few weeks this is going to light up make no mistake
Lambo222,
Humility is a great virtue which you seem to have quite a lot of :-)
I believe every word you write , of course …( not )
I know this share like the back of my hand, a day like today is perfect for picking up some cheap shares ahead of two major inflection points, 16th May FDA meeting for CIDP, 7th June FDA meeting to approve Lupozor phase 3, we get both of these then what is a company worth that has two phase 2/3 trials going in multi billion dollar potential markets, with Lupozor funded for $25m by Avion….. 10p and well north of 10p would be my guess especially with the Lupus market in desperate need of new drugs, a nice licensing deal for CIDP and an upfront cash payment to IMM is what they have planned and if that comes off there won’t be the need for any more dilution, even a small £5m upfront licensing payment would cover IMM for 2 years! Lots to look forward to over the next month, 2 huge company making catalysts, appproval on Tuesday and we will be building towards 5p ahead of the main event on 7th June for Lupozor, never in IMM history has it not moved up significantly into an FDA decision date, this time is no different apart from the fact the share price is beaten down, positive news and this multibags a good few times over
Averaging down can work. Equally, it can lead to bigger losses. What's undeniable is that it increases your exposure to a narrower range of shares than if you'd spread things thinner. Which heightens the risk, as well as any potential reward.
OBNW - Certainly not criticising anyone, but some of my best trades have come from instances where I have averaged down. You know, where I have not managed to get in at the bottom on first attempt! Of course when I talk about trades, some trades may be over a period of months. First book I read on investing was 'The Naked Trader', and If I had listened to the advice of Mr. Burns, which was to never average down, then I would never have made the gains I have over the years.
GL SR
Wildbunch
His share price thought can be 1p one minute and 10p the next ....