Member Info for CauldStream7

Hi Che7win.

I've compared a few deals where a large pharma has bought the rights to a new drug . The price has varied from a few billions to a few hundred of dollars/pounds to the pharma company which has developed the drug.

None of them has been in the same class as P140. If it can substantiate its claims to cure up to 50 autoimmune diseases, then the price for a takeover of Immupharma could be in the billions. I will be disappointed if it amounts to at least £2 per share, while £5 per share would not be a surprise.

I am looking for a briefing from Tim on what transpired at the Bio-Europe Conference last week as far as the discussions that took place between Tim and his colleagues and the executives of other pharma companies who were at the Conference. It would be good to know if these discussions and others have led to some definite deals.

Steve Williams: Thanks for sending this link to an interview of Tim McCarthy with Zak Mir. I was particularly pleased that it was all in writing and summarised in a very understandable form. It made the case for P140 very clear and also clarified why the likelihood of a lucrative deal for IMM with a large Pharma company was very high. It has greatly increased my belief in the medical and commercial success of P140.

Hi Morri:

You say that the share price will settle at 150 million MCAP. Can you enlighten me - how many pounds per share does this amount to.

Best wishes.

Ogm4:

Thanks ogm4 for your emails. They are always sensible and you refrain from defaming some of the other members of this BB.

I am amazed how low the SP is compared with several years ago when it was quite common for it to vary between 25 and 50p. It even climbed to close to 180p when it seemed likely that it would achieve its end point in its Phase 3 trial in 2017.

I've been buying shares slowly since 2008 and then rapidly when the price fell below 5p, and particularly so when they fell below 2p for months.

Now the scene has changed and we know so much more about the efficacy of P140. I find it difficult to understand why the price is not advancing to 50p and beyond. It must surely happen. If a deal is forthcoming with a large Pharma before the end of this year, as Tim M believes, a new and much higher share price level will be reached.

Biffbaffboff:

looks like one "unknown" was a sale - 500,000 at 1.62 whereas the other was a buy, 473,000 at 1.69. Overall, a surplus of buys today.

Ogm4.

Thanks for pointing out that Landstead, as mentioned in yesterday's RNS, has reduced its shareholding so substantially in recent times and the large purchases of IMM shares today. I wonder if the large "unknown" transaction looks like it is a sale. It might be another sale by Landstead which might be good news for small shareholders.

Loadsoflolly.

How do you succeed in producing appropriate investment knowledge when Lupuzor appears not to be a success?

If the scientist is unable to point the way forward to the drug being able to cure the illness, it won't make money.

Which is why the scientist is the key to a successful drug development. So our in-house scientists like Prof Muller are the key to Immupharma's success.

It is such a shame that opinions are posted on this BB which are not based on well informed scientists.

We have hugely well informed scientists such as Professor Sylviane Muller who is on the Science Advisory Board of Immupharma. She is one of France's

leaders in this field but we never consult her for her views on Lupuzor/P140 but she knows so much more than anyone else about the prospects for this drug. As far as I know, Lupuzor/P140 was very much invented by her and we should be finding out her opinion on when these drugs will be on the market.

Likewise, Dr Sebastien Goudreau, is both involved in the invention of Lupuzor and of the P140 stable of autoimmune drugs as well as being head of

Immupharma Biotech, but noone asks for his opinion about these drugs.

It may be a near event for these drugs to come on the market and Dr Goudreau may be the authority to advise us when we should look forward to see when these drugs may be very soon in daily use. But let's not rely on opinion-informers like "loads of lolly" who have no scientific knowledge in this field.

Hi Poor Farmer,

I would have attended the AGM had I not had to a doctor's consultancy to attend yesterday. So I was very grateful for your very informative description of the AGM. Very positive, thanks.

Ogm4:

Dren Bio does not interest me. But will Sanofi pay as much for Lupuzor?

Spantrout - Thank you for this information about the Benchmark share price between Lanstead and IMM that operates now and in May. Would you be able to let us know how well IMM has done?

Morri940 - thanks for your observations on Lanstead.

I am more interested in receiving a regular and accurate statement on how much Lanstead has paid in each month gone by. It's not a fixed amount because it depends on how the average market share price has exceeded or fallen short of the average Benchmark share price for the month. In February, for example, I believe the Benchmark share price was 2p, in which case Lanstead would have paid more than the notional amount due from it.

The Benchmark share price remains at 2p until May when it rises to 5p. - or so I believe - and so until then Immupharma's market share price should easily exceed the Benchmark share price.

In May, with both Lanstead and Immupharma having agreed a Benchmark share price, both parties must be expecting the market share price to be averaging above that figure by then, in other words they are expecting a flow of good news between now and then.

I am not employed to provide accurate information on this subject so what I have written my be completely inaccurate. If so, I trust that Tim McC will correct me and supply shareholders with accurate information on how much Lanstead paid Immupharma in the past couple of months, for how long the Benchmark figure will remain at 2p. and when it will change.

Dear Readers,

I am sorry my message is so garbled. I only meant to say that the transaction involving 135,177 shares today is a Buy not a Sell. The transaction was made by me because the CEO, Tim McC, whom I believe to be a man of integrity, has been sending strong signals that IMM will succeed in the course of the next few months.

The Sell of 135,177 shown at 11:56 this morning should be shown as a Buy. I should know; I placed it because I am l feel that the share price is heading north. That's the clear signal from the

The Sell of 135,177 shares at 3.69p should have been shown as a Buy.

I should know. I placed it.

My message is really to trust some more in Tim McC.

I've been reading once more his Proactive interview on 18th Feb, He comes over as very convincing and his conviction that there will be a substantial payday for shareholders persuades me that day will come soon.

It would interesting to read the musings of Oscar and Dallo over the proceedings at the conference in San Fran. These two individuals are in my opinion the best informed contributors on this board. Of course it would be great if there was to be an RNS from the BOD of IMM about the results of their meetings with other pharma companies in SF, but because these communications are few and far between, we have to depend the likes of Oscar and Dallo with their ears to the ground to make sense out of silence.

Dallo,

Thanks for this info.

Hi Dallo,

I really find your posts very interesting and well informed.

I had forgotten how many warrants have been issued to Lanstead, to directors of IMM and to various others. In fact, there must be millions of them have been issued, perhaps as many as there are already in circulation (c. 419 million?). Possible huge dilution of the value of our existing shareholdings.

So, Dallo, do you have any idea how many share warrants there are which have not yet been exercised? Where can we find this information on the Immupharma website?

Hope you can help.

Dallo,

As you say, greed is a terrible thing, and because of that I missed out on selling my early IMM shares which I held on to, in the belief that when they reached 178p they would still continue to rise. I'll try not to repeat that mistake, but how?

I always appreciate your contributions to this board and I'm also glad that Oscar22 has returned to providing us with his well-informed posts.