Member Info for AdamKahn

I get all the arguments for the delay in P140 and honestly I thought Tim was being ambitious……. I was expecting a deal for one the other products first anyway… you know the one that Tim mentioned was going to come from the left.

For full transparency, going fwd I will not be posting and will look sell and move on…….. will look to come back and join you when it’s practically in 2026.

I wish you all the best, good luck and I wish you a great festive period.

To the naysayers duck you and get a ducking life…. Especially the windup merchant, a poor excuse for human, lowlife nitty who is nothing short of stinking sewer rat…… onetomany.

Look fwd to the letter from your legal representatives.

🤬😡

You’re not invested anyway. You’re just a big fat liar. We all know that Peter. I hope now you can give your bull a rest now if nothing else

Potential partners who have expressed an interest in P140 range in size and scope and include a number of top ten global Pharma companies. A number of parties have signed Confidential Disclosure Agreements.

Lol! The AI did look at what’s in the public domain lolly!

Here are some of the most comparable biotech licensing/partnership deals announced in 2025 for late-stage or de-risked autoimmune assets (particularly those targeting systemic lupus erythematosus (SLE/lupus) or closely related indications). These provide a realistic benchmark for what a Phase 3-ready, first-in-class peptide platform like ImmuPharma’s P140 (Lupuzor) could command, especially with recent MoA validation and new patent protection.

Nxera Pharma (ex-Sosei)

Hinge Therapeutics

RemeGen

Nanjing Leads Biolabs

Key Takeaways for P140 Context

• Upfront payments for Phase 3 or de-risked autoimmune/lupus assets in 2025 have typically ranged from $10M (regional deals) to low-double-digit millions for global/ex-China rights on comparable programs.

• Total deal values (biobucks) are often $100M–$1B+, heavily back-loaded with development/regulatory/commercial milestones and mid-single to low-double-digit royalties.

• Lupus/SLE remains a high-unmet-need area → partners pay a premium for novel mechanisms (e.g., immunormalization like P140, vs. B-cell depletion or interferon blockade).

• Smaller/modest upfronts are common when the licensor is a small-cap company (similar to ImmuPharma’s situation) and the asset still needs a pivotal Phase 3 trial.

• Recent scientific/IP strengthening (new MoA data + patent) has been explicitly cited by companies as improving negotiating leverage — exactly ImmuPharma’s position in 2025.

Overall, these 2025 comparables suggest a P140 licensing deal could realistically land in the $15–50M upfront + $300–800M+ in milestones + tiered royalties range, depending on geography (global vs. ex-China/ex-Asia) and how much Phase 3 risk the partner assumes. The market is very much alive for innovative lupus assets this year.

**Yes, ImmuPharma is strongly positioned to secure a licensing/partnership deal for its P140 (Lupuzor) platform by the end of 2025 or very early 2026, based on the consistent messaging in 2025 RNS announcements, trading updates, and CEO Tim McCarthy’s public comments.

Key supportive evidence from 2025 RNS & updates

• Scientific & IP milestones achieved — Multiple 2025 RNS announcements highlighted major de-risking steps: proof of unique Mechanism of Action (February/March 2025) and a new patent filing/application for P140 (announced September 2025). These were explicitly positioned as significantly strengthening the company’s negotiating position with potential big pharma partners.

• Explicit year-end deal target — In the October 2025 trading update (reported widely, including Proactive Investors on 23 October 2025), ImmuPharma reaffirmed its objective to conclude a major licensing/partnership deal by the end of 2025.

The company stated that partnership discussions with global pharmaceutical companies are progressing well/active/ongoing.

• Active partnering activity — The company attended (or is attending) BIO-Europe 2025 in Vienna — Europe’s largest biopharma partnering conference — specifically to advance P140 discussions.

Tim McCarthy’s consistent optimism (2025 interviews & statements)

Throughout 2025 (including September/October interviews with Zak Mir, Stockhouse, The Watchlist, Proactive, and others),

Tim has been exceptionally bullish:

• Described P140 as a “paradigm shift”, “groundbreaking”, “first-in-class immunormalizer” with potential to put patients into full remission without immunosuppression.

• Repeatedly emphasised that the new MoA data and patent make 2025 “the year” to deliver a commercial deal.

• Stated the company is not starting from scratch — existing relationships with multiple global players are warm/advanced.

• Expressed full confidence in hitting the end-2025 deal timeline.

This level of optimism is notably stronger and more concrete than in previous years, backed by the actual scientific/IP deliverables that were promised as pre-conditions for a deal.

Current status (as of 18 November 2025)

No deal has been announced yet, but there has been no negative update either — the October statement that talks are progressing and the year-end target remains intact is the latest official position. With BIO-Europe having just taken place (or very recent), any resulting deal could be announced imminently or in the coming weeks.

Bottom line: Everything publicly available (RNS, updates, and Tim’s commentary) points firmly to a deal being secured in 2025/early 2026. The company has never been in a stronger scientific, IP, or negotiating position, and management is openly confident. While nothing is guaranteed until signed, the probability looks very high.

Key Details

• Total ordinary shares in issue by ImmuPharma — Approximately 499.7 million (matches the 499,732,932 figure you provided, with minor variations possible due to small issuances like warrant exercises).

• Lanstead’s reductions stem from a structured Equity Subscription & Sharing Agreement announced on 13 February 2025, where Lanstead subscribed for 50 million new shares (£1.875m at 3.75p), taking its holding from ~6.9% to 16.12–16.13% shortly after admission (around 21 February 2025).

These reductions occur because Lanstead gradually sells shares on-market as part of the structured finance arrangement (tapered disposal to minimise price impact, often tied to monthly value payments back to ImmuPharma under the sharing agreement).

Updated Projection (as of 18 November 2025)

From 21 February 2025 to 4 November 2025 (257 days), Lanstead reduced its holding by 13.12 percentage points (16.12% → 3.00%).

• Average reduction rate: ~0.051 percentage points per day.

• Remaining to reach 0%: 3.00 percentage points.

• Estimated additional days required: 3.00 / 0.051 ≈ 59 days.

Adding ~59 days from the last known point (4 November 2025) gives early January 2026 (around 2–4 January 2026).

Lanstead is therefore projected to have fully disposed of its remaining ImmuPharma shares by early January 2026, assuming it continues tapering sales at the same average rate (no acceleration or halting).

Note: The exact final date could shift slightly if selling pace changes, or if ImmuPharma issues more shares (diluting percentages without sales), but based on the historical pattern, full exit is expected in the first few days of January 2026.

Courtesy of Grok :)

OSD, I think it would be pertinent to have line in your sermon about NFX and our friends across the pond! How dare they ask for further info!

The Company has received a response from the FDA requesting further clarification for one specific element of the application.

Dr Dan Gooding, Executive Director, Nuformix, said: "We will respond to FDA using the data we already have on file, having previously had a similar query from the EMA.

Also still in discussions with licensing partners…….

lol! onetomany

there case is well known among lawyers and journalists, especially the phrase "i refer you to the reply given in arkell and pressdram". basically, it refers to a legal case whereby mr arkell was accused by british satirical magazine private eye of illicit payments, and they had ample evidence to back this up. after printing the allegations, they recieved the following letter:

solicitors' letter to private eye:

we act for mr arkell who is retail credit manager of granada tv rental ltd.

his attention has been drawn to an article appearing in the issue of private eye dated 9th april 1971 on page 4. the statements made about mr arkell are entirely untrue and clearly highly defamatory.

we are therefore instructed to require from you immediately your proposals for dealing with the matter. mr arkell's first concern is that there should be a full retraction at the earliest possible date in private eye and he will also want his costs paid. his attitude to damages will be governed by the nature of your reply.

the reply that the eye sent back was:

we acknowledge your letter of 29th april referring to mr j. arkell.

we note that mr arkell's attitude to damages will be governed by the nature of our reply and would therefore be grateful if you would inform us what his attitude to damages would be, were he to learn that the nature of our reply is as follows: **** off.

a libel writ with a "curt note" arrived by return of post. the legal process continued for more than a year before the case fell apart and private eye was awarded costs. the eye wrote "in view of the above, mr arkell has now, albeit belatedly, complied with the suggestion made to him at an earlier stage in the proceedings."

so, if you have been referred to the reply given in arkell v pressdram, basically: **** off.

Liar liar bums on fire.

So onetomany if your saying back to pre patent levels, this would mean back to less than 2/3p. You do know that means you will loose over 40k of your money lol. Looser go and take a L and get a life. May be get laid, il fund a prostitute or two for you.

This was aimed at onetomany

Not you lolly

AdamKahn - 'fraid you've got completely the wrong guy there, if you're referring to me.

a) I DON'T hold 1.5 million IMM shares &

b) I never invested anything like £80k in IMM. Who in their right mind would gamble that sort of money on something so speculative?

So wrong on both counts I'm afraid, but nice try.

@ lolly

We get it — you lost money. But if bitterness were tradable, you’d be a billionaire by now

You’ve been haunting this stock’s chat board like a bitter ex. Bro, it’s gone. Let the poor thing rest in peace. At this point, I think you’ve posted more about IMM stock than the company’s own marketing team. Time to diversify… emotionally

Stop spreading FUD.

Praying it pops from a position of strength and not from a low GG. Hemo is also down today, at one point 15%. QQ are Vlad and Tim twins?

Did any try and buy at under £8? Saw the price 15% down and was trying to but AJ bell were telling me to call them, however i could sell 5000 shares easily. Looks manipulated but what he’ll do I know.

Was tipped in shares magazine at that time! I purchased back then at like 20p watched it go all the way to 180p. Had a stop loss which got triggered at 100p when Tim announced a placing.

I have a suggestion let’s ramp this till gets back up over 14p to see if Zac is credible or not. If it’s gets to 24p all well and good, if it does not just means we are not very good at ramping.

Il start, RNS announcing a deal today at 4pm. 1bn upfront payments with no due diligence required and 9bn upon key milestones.