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I don't see anything that'll move the dial significantly here - at least not until 16 May (pre-IND meeting with FDA on CIDP) - & more importantly Lupozor's Type C meeting on 7 June. 6p this month? Not a hope.
Well I believe we should be looking at crossing 3.5p and perhaps seeing the giddy heights of 6p this month
Thank you both. I am buying in small clips at the moment. But obviously holding back for caution. And it can't be nice if you're here with a high average and have to listen to new investors like me sounding like such a cheapskate - but I guess if IMM ever get 'there' - then the situation will look very different. For everyone.
Xviolet
The co will not want to have a Placing until after they receive, - assuming they do-, something positive from FDA although it will only be further guidance at best. They will hope that this will stir the SP upwards (no doubt with a bit of help from the co's brokers) so that any Placing will be close to the then 'top' and they therefore need to issue less new paper. If you already hold, as do I, my advice would therefore be similar to Pokerchips, always with the caveat that this is a High Risk Play only for money you know you may lose. We all need rather a lot of luck!!
Xviolet
They are a loss making research company, and with the turmoil in the markets around a credit crunch and US debt ceiling and continued inflation battle etc ....I suspect...it might be better to start conversations around further placings and possible strategic investments ...but hang on until these concerns hopefully peak and cool....as well as having the knowledge that a trial is actually agreed and underway maybe
Poker
placing in September (assuming placing happens)
September...thats a long wait. Anyone have any other suggestions.
I presume - at the moment - most people think placing will be sub 3p - would that explain why sp doesn't dare to get much higher than 3ish?
Well said-Poker chips.
This is what Avion said about their submission to the FDA. There seems to be some degree of confidence that they have taken on board the guidance from the FDA in framing this latest submission and that they will get the go ahead. Of course there will be potholes in the road (Nolupus) but at least the journey will probably re-commence.
Commenting further, Art Deas, CEO of Avion said:
“We remain committed to our full support of ImmuPharma, and with insights gained from last year’s PK study and invaluable guidance from the FDA, we believe we have submitted the most robust clinical protocol for Lupuzor™.”
Lambo doesn't know what he is talking about most of the time....
it is a guidance meeting ....and there will not be a decision from the FDA and the FDA does not play "hard ball" ..they give guidance and recommendation... any decision will come from Avion/IMM based on that guidance and recommendation
....and it appears that Avion are the ones who are more geared up to following their new dosing guidance and the continuos Phase2/3 Trial which the FDA proposed than anyone
..it is mere guidance in order to reach the best design for the forthcoming Trial in H2.
Achieving success in this kind of trial is extremely difficult given the Lupus complexity and as such great care and detailed guidance is being looked at and provided to aim to ensure the best possible outcome in achieved..... and Avion having put the $25m on the table are keen to listen and observe that guidance
Things are moving forwards and more and more detail is being put together for the Trial.....they are getting to the point where they are merely "dotting the i and crossing the T" on the finer points ..which the FDA will now no doubt comment on following IMM/Avion submitting their documents
I cannot see any placing happening until September and the autumn...myself , given that they have funds until early 2024 for running the other parts of the business.
lambo222 - in out, in out, shake it all about.
I imagine those who bought at sub 2p over the last few months May take a few off the table before the 7th June meeting, makes sense to lock in 50% profit just in case the FDA play hard ball yet again, question is do IMM do a placing before the meeting date they they have done twice before or do they risk it all on the FDA decision…
wont ramp it but 3p has held for a while my buy yesterday was put down as a sell will add another lot today . i was trading this over a pound years ago so imo 3 p is worth a punt
Cant see the thread you are responding to. Nolupus has been here for quite a while and I think many will be loading up here as the upside is really appealing. I can certainly see a 50% rise from these levels, but we could quite easily see 5-7p too.
Kind thanks its just a trade
scoredagainsteps & MaverickD - you do realise both your posts are total speculation? I don't see anything that'll move the dial significantly here - at least not until 16 May (pre-IND meeting with FDA on CIDP) - & more importantly Lupozor's Type C meeting on 7 June.
It defo is the time to fill your boots - I would so far as the gap between 4-4.5p will be filled and if we break above 3.5p we could actually get to 6/7p. Each to their own I guess - I added this morning
I got half my order at2.95 decided to wait for other half . It’s a punt and at 3 p it’s pretty even. Don’t expect fireworks but it should have movement next few days
lambo222 - in out, in out, shake it all about.
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
Scoredagainststeps,
Best of luck to you , just remember the road is long and many potholes :-)
lets see if its filled
lambo222's been doing the hokey cokey on IMM for years. In out, in out, shake it all about.
lambo i like the way you trade your book one minute all in next out then in
Expecting an update next week re: FDA and I feel as we consolidate around the 3p mark we could well see a flurry of buys leading into the long bank holiday weekend.
Issue is it will take even longer now it’s a phase 2/3 adaptive trail your looking at 3 years plus for top line results, FDA will eventually approve only concern I have is will they come back and say they want a separate phase 2 then they look at the phase 2 data before a phase 3 can start, again more delays that’s the risk as I said 1.5p or 5p is the straight gamble imo
We have learned so much from previous trial and extended unblinded study. It is highly unlikely that FDA would not progress Lupuzor given the demonstrable safety profile and willingness to follow their feedback by IMM. This is by no means a repeat of previous trial with more participants; we even have biomarkers from that worked in preclinical exquisitely.