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I have to say I prefer Lambo's musings based on possible future outcomes than personal ridicule.
That's all.
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
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
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 - 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.
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 - agreed. That said, IMM (notably Tim McC) have form in snatching defeat from the jaws of victory.
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
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
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
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 :-)
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
Oh and Nolupus I will write whatever I want, I’m here to make money that’s it, and with IMM if you know when to buy and sell it can be incredibly profitable, the most important 3 weeks in IMM history imo surely you just agree with that
Lambo222 ,
I think we already know that you ´ pump and dump ´ for profit , that is quite plain to all …
Write whatever you like , it’s a free world , but it would be nice, every now and again to have a measured analysis and not just biased posts to further your buying or selling activities .
Come on Nolupus take up my offer £5000 bet that the price is 10p or over by the end of June 2023, give me odds of 3/1 and we can sort it out over Twitter… if the FDA are positive on CIDP trial on Tuesday that will set us up for quite the bull run into Lupozor phase 3 trial fully funded by Avion for $25m, the plan is to secure a multimillion £ licensing deal for CIDP and ROW rights for Lupozor that would see IMM funded for many years to come with no dilution to existing holders, as I say you pay your money you take your chances but if it comes good then from £9m Mcap life changing gains are in offer here make no mistake about it
Lambo222,
You won’t find me on Twitter and I don’t do money bets with people I don’t know:-)
Great to see you so confident and optimistic, so that must mean you won’t be selling out at 5p if it goes positively with the FDA on the P2-P3 adoptive trials ?
Being so optimistic, you seem to overlook many of the potholes on the journey, but I am sure you will see them when you have sold out …
Best regards and as I usually say ´ Eyes to the sky, but feet on the ground «
Nolupus
Indeed so....
some of us are capable of discussing more than one issue at a time and without any extreme swings from ramping to de-ramping...leaving out emotion that picks and chooses what to shine a light on and what to ignore - (depending on what side of the bet one happens to be on)
Landstead will certainly be grateful for buyers if they choose to exercise some of their 30m warrants@5p , should the opportunity show itself in the near future ..but any of the others @5p too
Pokerchips,
As you know, Landstead have a ten year expiration date on their warrants/options so they may wait quite a while before exercising them , imo … ( they may be more inclined to sell into any strong rise whilst hedging their current shareholdings ??
L1 and Lind only have until the 10/06 to exercise their options , so logically my focus will be on them for the immediate future .
Best regards
Nolupus
yes...true they have longer ...Li and Lind dont ...thanks for the clarity
With regards Tuesday....it must be remembered that it is a meeting "to consider a Phase 2/3 adaptive trial study protocol for P140 in CIDP" and
" Once ImmuPharma has received the feedback from this pre-IND guidance meeting, a request will be made to FDA for a meeting date for submission of the study protocol, at a Type-B IND meeting."
so..they will be looking to get some protocol advice....as previously it is likely that they will then go away and study it ..and then they will no doubt arrange another meeting to submit their protocol based on it ...and..no doubt wait for another meeting after that, to receive feedback on that submission, and maybe use that feedback to make a final submission in yet another meeting
so...dont be surprised if it also becomes another ....somewhat...long and winding journey
Agree Pokerchips the main prize here is the 7th June meeting with the FDA for the Lupozor phase 3 trial approval, 3 long years in the making and imo the odds are that they will be happy with the protocol this time given the FDA have pretty much designed it!! What price on approval… well last year after the 5p placing the price hit 7p ahead of news so I assume 7p is the minimum we can expect, the CIDP trial is important as it has the strong possibility to bring in some funding from a licensing deal let’s say £5m upfront and pay for the CIDP trial and in return they get full rights and IMm get double digits royalties, with milestone payments similar to the $25m Avion deal with up to £70m in milestone payments and double digit royalties for the US rights to Lupozor, which really is a cracking deal for IMM probably the best deal Tim M has ever done in his life I think we can all agree on that!
Yes..as mentioned before I think the Lupozor June situation is "hopefully" more about the late stage tweeks and agreement that no more from that can be done to improve on what has been designed... surely must be agreed before the summer holiday slowdown... and 7th June is what is needed to get that "OK.. lets use what we have agreed and prepare now to put the plan into action" ..what trial size will they/have they suggest(ed)?
CIDP I see as at the beginning of a similar long road trip , but at least they know the process of meetings inside out and could get to the protocol faster from a strong beginning meeting to set things off
It may be that any further licencing for Lupozor (outside US)may be depending now on receiving the protocol final go-ahead ..and indeed the first tranche of Avion funding "may" be triggered on getting the final protocol agreement in place ..remains to be seen
Just need to hope the FDA don't suggest for something else as a result of what IMM presented to them, on June 7th.... Tim will be the one to then decide when to inform the market once the 7th June meeting has been discussed and digested ..wont be on 7th June !!..worth checking previous meetings and day to then make market aware
Lambo222,
Please remember that the Lupus protocol is for n adaptive P2/P3. Trial … you always ´ seem ´ to forget the P2 part :-)
Agree on all those points, from a value point of view if Avion are willing to stump up $25m plus the $1m they put into IMM at 11p… then the value of IMM has got to be far north of the current £9m Mcap, I’d suggest around £30m Mcap would be about right which is a 350% rise from current low levels, as Iv said you pay your money you take your chances but the risk reward ratio here is outstanding, not many shares out there offer potentially 3 fold increase in price within a 4 week period and that’s what we have here, during the run up to the last FDA meeting the price went from 5p to 7p and that was with selling from the 5p placing and options so it’s a safe bet that from 2.6p the only way is up as we move towards 7th June FDA approval meeting date, have a good weekend everyone nice to have a bit of sunshine for once!