Member Info for CauldStream7

"News tomorrow".

I wish!

Wildbunch, Adastra:

Along with yourselves and a few others, I am a long term investor because for more than a decade, I have been impressed by the scientific background of the CSNR, France's leading scientific research institution, which underpins P140 peptides, the platform for Lupuzor and the CIDP treatment. They are not a bunch of chancers and they still are backing IMM as can be seen by their predominance on the IMM Scientific Advisory Group.

Unfortunately, pharma is a complicated and lengthy business, and I am not equipped by training to judge the quality of these new drugs; I have to rely on the pedigree of those most closely involved with IMM development work, and in them I trust.

Like many long term shareholders, I have been slowly averaging down the average price of my IMM shares. Last week I reached the 2 milliion shares mark and have brought down my average share price well into single figures. I won't invest more because I am exposed more than enough to survive if the shares go bottom up, and with enough and more money if the Lupuzor, CIDP treatment, and others come good within the next 2- 3 years.

Adastra: "The reversal will take us all by surprise".

Surprise us! Bring it on! And the sooner the better!

Adastra:

Thanks for your email from which I take encouragement. I also bought today, on the dip, believing that these share prices will not be available for much longer. My buy is not recorded in today's transactions despite going through this morning.

Lambo222:

Ever-scornful. But go to the list of RNS notices of the past 2-3 years. There are reports on research that have been undertaken to satisfy the FDA such as the PK study which reported last year and plenty of activity to prove that much higher dosage levels of Lupuzor can be used safely than were employed on the first Ph3 trial. It's a slow business dealing with FDA and noone wants to end up with another failed trial, or one which causes serious side effects on patients further down the line.

I agree that it is frustrating to wait for news on the start of dosing of patients in this trial but there is nothing we can do to speed things up. We have to trust in the competence of IMM's and Avion's scientists, in collaboration with Simbec-Orion.

Lambo222:

Ever-scornful. But go to the list of RNS notices of the past 2-3 years. There are reports on research that have been undertaken to satisfy the FDA such as the PK study which reported last year and plenty of activity to prove that much higher dosage levels of Lupuzor can be used safely than were employed on the first Ph3 trial. It's a slow business dealing with FDA and noone wants to end up with another failed trial, or one which causes serious side effects on patients further down the line.

I agree that it is frustrating to wait for news on the start of dosing of patients in this trial but there is nothing we can do to speed things up. We have to trust in the competence of IMM's and Avion's scientists, in collaboration with Simbec-Orion.

Thanks, Adastra for your thoughts.

I always hoped that IMM fortunes would revive big time when Lupuzor and other formulations of peptide P140 would be successful. And then, that the glory days of 2018 when the SP reached 180p, would return. But if Alora realises before the rest of us that the present Ph 3 trial will be successful, it could gobble up IMM for pence, not pounds, and our dreams will evaporate.

Besides which, I topped up my shareholding earlier today although it is not yet shown.

Adastra: I view with suspicion talk of a takeover of IMM by a larger pharma company. Having followed IMM through thick and thin for a decade, I do not think IMM should duck out at this stage or any other stage. If it is on the "Cusp" of great developments as predicted by Tim McC, what a stupid time this would be to sell out. We are told that a deal to finance the Phase 2/3 Trial of CIDP is close, and further news is expected very soon for details of the Lupuzor Phase 3 Trial, AND we are due to receive dividends on IMM's shares in Incanthera by H2 of this year. In these circumstances, why sell IMM to a big fish when the price is at an alltime low?

Adastra:

"The CIDP programme is gaining a lot of interest from Pharma companies".

Haven't we heard that many months ago from Tim? But there has not been a cheep from him about this "interest" since then.

Pokerchips:

You are mistaken in seeming to state that there will not be dividends for shareholders in INC. Tim, in his Proactive interview, made it very clear that dividends will be paid to shareholders if his predicted revenues come true in the second half of 2024. To listen to him, it is going to JIngle, Jingle at the INC cash till from 2024 onwards and a very lucrative time for its shareholders.

Adastra: Thanks for providing today's and yesterday's posts which contain a good summary of the case for investing in IMM, particularly when the SP is at this extrem low point. I hope that it comes true in the next few months.

Flash: I recall that you wrote that you had sold all your IMM shares, you were so disgusted with the company. Why are you still around, spreading your scare stories as in the past?

Wild tiger:

Lucky you selling at 1.85p recently. I can't see any buy above 1.75p during the recent price spike.

With this latest notification of a disposal of over 8 million shares, Lanstead has reduced its holding by 24 million in December. Despite this, the price has strengthened. Interesting and probably encouraging. What would the price have been if Lanstead had not been off-loading? At this rate Lanstead will have disposed of its entire 16% holding by mid-March, not that I expect them to do so.

The most recent RNS of 19th December reveals that Lanstead reduced its shareholding by approx 4%. From the percentage difference of their holding one can calculate that the disposed of 16.4 million shares. Does that mean that they have been acquired by private shareholders like us? If so, I find it comforting that despite this, the SP has remained solid at arount 1.6 p. I guess that there is a lot of positive sentiment about IMM tho' not enough yet to left the price substantially.

And Lords of lolly, thanks for your very revealing post about Flash's post from Dec 2022.What a chancer!

Flash.

Since you have sold your millions of shares at a loss of only 10%,congratulations. Now just scarper, scram, BO.

You have sung your song and it's getting decidedly scratchy.

Then let us all remember you as Flash-in-the-Pan.

Bravo Dallo!

You confirm my view: why the Doom and Gloom?

The messages from Flash and others predicting doom and gloom for IMM seem very far fetched.

After all the clamour to be given news about a new Phase 3 trial for Lupuzor, we have it: Simbec-Orion has been selected to be the CRO and has started on the road to selecting patients; animal testing with high doses of Lupuzor has shown it to be tolerated at much higher dose levels than were used in the first Phase 3 trial; and Avion is still onboard with the budget for carrying out the new trial.

So we don't know when the dosing of patients will start. Of course there will be a wait before we are given this date, but let's get our language right; this is a wait, not a delay. But I hope that we will be given a first dosing date towards the end of H1, 2024, as Nolupus has said.

I also think that it is possible that a deal will be done by H1, 2024, for ROW rights to Lupuzor and/or to finance a Phase 2/3 Trial on P140 for CIDP.

So it seems to me to be premature to sell now. Admittedly, since you seem to have bought at mainly sub-1.7p you may not be sitting on such large losses as us who bought over many years at much higher prices than you.

Flash:

I believe that you are wrong in stating the Lupuzor Trial has been postponed. It has been started with the appointment of Simbec-Orion as CRO. As I've already, the trial is live, it is on-going and the CRO is liasing with clinicians to identify and recruit patients for the Trial. I presume that this takes several weeks because several countries and many testing centres will be included.

Only when this has been done will the Trial begin in the sense of administering the Lupuzor drug or the placebo, to the selected patients. But all the active preparatory work is going on right now. If you doubt this, why don't you phone Lisa Baderoon or Tim McCarthy yourself?