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8.41p will look like change dropped running for a bus if either of the drugs moves on with the FDA.
This is one of the most undervalued stocks in the market at the moment with a very high potential due to the positive past history regards data and research.
Frits
well....there is also the possibility of Incanthera delivering Sol to a commercial partner, which has a greater probability of succeeding within the next 12 months, than not....IMO
( The warrant holders there got their 1 year extension and exercisable price halved in a belief it could well happen before their expiry deadline of April 2024)
Sadly, you are right but I look on the bright side to keep myself cheerful
Conversely, 8.41p is hopelessly optimistic unless one of their drugs moves on with the FDA. So here's hoping. Sadly, current value is what the market dictates. Not what you, I or the analysts think it should be.
...at 8.41p and that is conservative if a single one of their two drugs moves on with the FDA!
With not one but TWO EXCITING new possible drugs at FDA, Sure they are cash-strapped and are some way from earning from them but they have to be valued at multiples of this SP.
My 75000 extra now showing.
l have - after L O N G thought crystallized a loss of £4500 on another spec and topped up here today. Risky? sure. But a much better bet right now. Obviouly a few others feel the same way.
Cauldstream7,
Have to agree with your statement
´ That is the real trial of Tim McC's capabilities.´
CIDP is where IMM have.a realistic chance of giving some optimism to shareholders but Tim will have to deliver !
Wildbunch: Like you, I have been very happy to let the short-term traders keep the price dotting up and down just above the floor. It allows me and I'm sure many others to accumulate bit by bit at absurdly low prices. Low anyway in my estimation given the hard science and experience behind P140 and its derivant, Lupuzor.
I'm obviously looking forward to the CIDP meeting with the FDA on 16 May and the Lupuzor meeting on 7th June for important positive news for IMM. Additionally, I am hoping to see an RNS about a financial and licensing deal with a larger, richer pharma to finance the Phase 2/3 trial for CIDP. That is the real trial of Tim McC's capabilities.
wildbunch - I'm neither deramping nor playing trading games. I've a holding here, but won't be adding whatever the price, given the Tims' propensity to overpromise with misleading statements, then under-deliver. If the price rises, I'll be as happy as the next man, as I might even make a profit. Or at least get my money back. But I'm not holding my breath.
Cauldwell-Happy for Loads and others to deramp and/or play their trading games. Allows us to accumulate at rockbottom prices-I have purchased 400k shares at average of less than 3p. This provides some insurance against dilution. If one of the Phase2/3 trials commence then share price will be a significant multiple of where it is now-if both then reward could be excellent. Liked your analysis-based on fact.
CauldStream7 - I agree the last 3 RNSs seem largely factual. But many of Tim McC’s previous “predictions” proved way off. I imagine you already know the sort of things I’m referring to, but if you need examples just let me know.
llofl: Let's look at the content of the last 3 RNS announcements. They state quite simply the steps being taken with the FDA to obtain approval for the protocols for the final Phase 2/3 trials of P140 adapted for Lupus and CIDP respectively. They signal progress not promises. I fail to see anything other than statements of facts from which I derive encouragement that these Trials will begin in H2 2023. Nothing misleading there.
CauldStream7 - fair enough, but broader sentiment in IMM is still very much driven by investors' regard for the Tim Twins. And that is on the floor, following countless false dawns, empty promises & misleading (IMHO) statements to shareholders .
How could the retreat of the SP have anything to do with either Tim?
Even a shallow understanding of where we are with Lupuzor and P140 should make it clear that the Tims have little to do with the submission of the protocols for these drugs entering into Phase 2/3 trials. In the case of Lupuzor, it is Avion and its scientists, aided by IMM scientists, who have prepared the protocols for testing the drug. If the Type C meeting on 7 JUne with the FDA does not lead to agreement with the latter, it will be Avion that will be at fault, not IMM or Tim McC.
Likewise with CIDP, the preparations for the meeting with the FDA on 16 May have been in the hands of Immupharma Biotech in France, not Tim in London.
What we are seeing is short term traders/speculators trying to make money out of small price movements. Some will succeed, others will lose, in equal numbers. What is clear is that they are NOT interested in the science behind IMM/Avion's design of Lupuzor trial protocols.
I wouldn't try to join in their games; I would be a minnow amongst sharks!
Hardly surprising given Tim's track record.
looks like this wants to go back to 2p. Mr market doesn't believe Tim will deliver
Glad the rumours proved to be incorrect, but 7th June is a long way off, if it drops back to the 2p level I will probably average down, roses fast but also falls fast when volumes are low like now
The spread is confusing. Combined with the volatility. But prior to the CIPD RNS I was buying at 2p. Now I'm cautiously adding at just under 3p. But the warrants aren't pretty - and I'm not smart enough to predict any possible (and perhaps complex) funding options - can only wait and see.
The bid price ISN'T over 3p. It closed at 2.76p, due to the continued huge spread.
thanks for that CS'' and thats what i was on about how quick the news is coming
anyway another good close considering'' and still over significant 3
Regards
I suppose the investors are waiting for the big / main result later this summer. With all those positive RNS lately, l hopes the SP will bounce to 7 - 10p... but it seems that isn't going to happen any time soon.
GSK has just snapped up Bellos in USA for $2,000,000,000 and as far as I can see all it has is a drug for cough not yet approved by FDA!!!! I would put our cap value at a bit less than that but it just shows how undervalued we are right now.
draye: There was news of CIDP on 12 April, namely that a meeting with the FDA has been arranged to discuss the upcoming trial of P140 to treat CIDP.