The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Old: I am positive-have 500,000 at 10p accumulating 400,00 recently at under 3p.
possibly a mite miserly? Yes, it is undoubtedly speculative but there are some indicators that at least something positive may come out of this, largely because of Avion's backing. Anyway I had to decide whether to keep a large holding in RBD and decided it was better to sell most there and ADD here! We all only live once!!!
wildbunch - thanks. That's a fair summary of the potential risks & benefits.
Loads: You are quite correct about US rights. The agreement allows for $25m towards developments associated with the FDA, up to $70m milestone receipts and double digit royalties up to 17% on US sales. Rest of the World rights belong to IMM.
There is also an application to the FDA for application to treat CIDP. Which was not around last time.
There is also a 1 year agreement with Orano to explore possibility of some cure for cancer. Which was not around last time.
Clearly all of this is high risk. Also, clearly, if any of the above come off the share will be much higher than 3p. This type of share is not for the faint-hearted-only invest with money one can afford to lose.
That's all.
The price hasn’t moved there have been 22 small trades… sure was a mega pump and dump haha long as they don’t do a placing before the FDA decision in June it should hover around 2.5-3p, if FDA say no to phase 2/3 adaptive and want a full phase 2 then review I would suggest another year delay so it’s either 1.5p one 5p plus imo binary outcome
Really and where have you come to that conclusion?
draye - there's no comparison with their 2018 trial, as IMM would no longer have the US rights even if the drug eventually proved successful.
...all in a morning! Frustrating for us longtermers like me but that's AIM.
May is Lupus Awareness Month and May10th is World Lupus Day (wear purple)
https://www.lupus.org/lupus-awareness-month
Whats going on? IS IT IN AUCTION?
Very good news imo!
If IMM trials power ahead someone will bid.
If both not thrown out this is minimum 5bagger.
We are getting closer to H2..we should hopefully have a flow of news from here on. Imagine the price of this prior to the last trial in 2018. It was like a pound. Compare that to now. This is cheap.
This research isn't for everyone to understand. Tim is doing his best to inform the laypeople. Some of us knew since 2018 that Lupuzor and Tim are the real deal and another trial was a must.
https://endpts.com/amgen-stops-two-phiib-lupus-trials-for-futility/
Refer to my previous post. If you have serious doubts about any Director's veracity and/or competence then organise a vote to fire them. It worked at Valirx. Observations about stirring coffee won't do it.
In the meantime as a LTH I am pleased with outlook. These types of share are not for the fainthearted.
That's all.
Hopefully for once he is meaningful heard too many times looking forward hopefully this time different or just cant keep defending him. Shareholders dont keep going on constant hope we need end product
pokerchips - very unfair on Tim - when we all know he gets someone else to stir his coffee!
I suspect a "very busy time" for Tim is having to answer the phone and stir his coffee both at the same time....
ImmuPharma "looking forward" to upcoming FDA meetings:
https://www.proactiveinvestors.co.uk/companies/news/1013492/immupharma-looking-forward-to-upcoming-fda-meetings-1013492.html
ImmuPharma PLC (AIM:IMM, OTC:IMMPF) chief executive Tim McCarthy spoke to Thomas Warner at Proactive's London studio, following what he calls a "very busy time" for the specialty biopharmaceutical company.
He discusses the latest developments and next steps for the P140 platform, highlighting the importance of two upcoming meetings with the US FDA.
GLA long-term investors!
lambo222 - whilst I'm normally highly critical of Tim, I actually think his pre-warning on potential FDA meeting date slippage was sensible. Otherwise everyone would assume the worst, when it could just indicate the FDA's struggling with backlogs.
Good apart from Tim already signposting FDA delays to the meeting dates which isn’t great, hopefully the price can hold this level of around 2.8p and Lanstead don’t dump any until the meeting results
Good interview from Tim … seeding the ground for the future but would have liked to hear more on the financial side of how he expects to finance R&D , especially CIDP