Member Info for Crazyyear

I understand a company who have a corrupt subsidiary

I understand a large number of their assets have been seized

I understand they face a $80 million + fine

I understand they have been suspended

I understand their subsidiaries have been banned and directors detained

I understand they are among several other companies who are being investigated and will not have any licences renewed until cleared of wrongdoing

I understand that in April they face a LSE suspension if they don't publish their accounts in time

Well another day passes without any exciting news. This is beginning to look like another waste of time. Still with have April 1st to look forward to🥱

When are going the hear about the uptake on the WRAP

Great step forward for the company. Let’s hope they sell a few more products to other customers and bolster the bottom line

I believe the raise was done because a separate opportunity presented itself .Kapiglucogon as we all know, has a few hurdles to climb before it gets the same attention as P140. That said , if they cannot get a deal done this year for P140, then for me the rewards are too small and or to complicated for big Pharma . IMM cannot go it alone on a Phase III study. It makes no sense commercially. If big Pharma cannot see the rewards then there are none worth talking about. I have been a long time holder of this company and other potential winners. But like all investments, nothing is ever set in stone until the fat lady sings.

DYOR

Two things happened As I said Tim has either got ahead of himself or The rewards are not as easy to big Pharma .But I ask you to consider this question .Big Pharma spends Billions in taking over small Pharma .But only when the rewards are clear..Do shareholders walk away now or do you have faith that the he process is going to take longer than the company first thought .That’s the question any shareholder must ask in this situation .Maybe we should all ask ourselves how long do we wait before we know the answer s we seek

I think that Tim may have got ahead of himself when talking up a deal .As I have mentioned there are a lot of considerations in moving forward to a phase III study .oOnce big Pharma have had time to fully evaluate the risks and rewards.Then and only then will a decision be taken .This is a question of how much risk a shareholder is willing to take .

When I say stumble I am referring tongue in cheek to how these discoveries are made.Take for example Digoxin .Burroughs welcome stumbled upon this by chance when he was in he way to London and a innkeeper treated a traveler with a tincture of Foxglove .A pure chance discovery that led to the treatment for heart disease

There so many factors in play here .once a big company have run the numbers which includes the following considerations .Firstly the size of the market indications .Secondly the barriers to licensing.The FDA and MRHA to name two .Thirdly in the UK you have to have preliminary talks with nice on Qualies that is quality of life year gained If it exceeds £20000 pound per patient treated it will not be approved for NHS usage.These are just a few hurdles there are many more before you go ahead and run a Phase III trial

I take your point on its discovery.However the distinction I am making re Fledgling company is simply the fact that IMM are a long ways from the big companies in this arena . The discussions Tim and his team are no doubt having is one of trying to make a deal that meets the potential of the molecule .Big Pharma want this product for as little as possible .But if it is a crowded field then each bid will be reflected in how much they realistically could lose if this adds up to its market potential Again this boils down to the question of the primary end point and how that compares to the potential license opportunities which in turn equates to the billions of dollars of revenue

If the cohort of patients needed to achieve a P = 0.05 for the primary endpoint is doable within an acceptable timeframe then the Phase III study will take place .All eyes are focused on that specific point. That is why I go back to the current situation of the statistical model which is no doubt being poured over .The moment a deal is announced then rest assured this current Sp will NEVErR be seen again.On the other hand it may not happen and we all no the outcome of that .That said all eyes will then turn to Kapigulcogon.Which I would add is a separate argument

Should read Not until the interim analysis

Bloody predicted text

When you have a fledgling Pharma company who stumble across a First in class molecule that shows promise.life can get very expensive as we are now witnessing .This would not attract any attention what so ever in big pharma .Not brilliant the interim analysis of Phase III .But Tim has to keep the lights on until he can attract enough attention .However frustrating his methods I do empathise with the man

Alex🙏

Roger As you know life is full of guesses and some we get right others we wished we walked away. If getting things right all the time was so easy we would all be sailing around on our million $ yachts . Pharma is probably equally frustrating , even when you have the most brightest scientists, nothing is a given. It takes on average fifteen years from the discovery of your molecule to the shelves of a pharmacist. However first in class and best in class are what you want .IMM has both in the pipeline . But there are still many unanswered questions ahead. The big question we all have to ask ourselves . Is the gamble worth taking and do we all want to go on an uncharted course . Parroting on about unanswered questions is not productive. Even IMM and big Pharma have a long journey of unknowns ahead .As investors we can only hope of success if we take a punt that is

Ok lets get a perspective on what and where we are in this back and forth argument debate .Like I have posted I was employed as a research Scientist with a blue chip Pharma company for over 30 years. During my days in the labs we screened thousands of molecules every year. We would isolate 1 molecule in 10 thousand that got through the. First screening process. Many of those never made it through from Vitro to Vivo. Billions of dollars are spent looking for the holy grail in any disease classification. In a few months IMM as we know will publish its data on P140 followed months later by Kapiglucogon. When the patents get approved interest in IMM will again be heightened. The commercial value of this company is no doubt on the radars of some big players. However as some of you have already alluded too phase III studies are the key to success . WHEN this moves towards a phase III study and we have interim data , which will FINALLY answer the critics among you,then and ONLY then will we know the real value of P140 and Kapiglucogon. I have looked at the data to date and am quietly satisfied with what I have seen through my training. However I have been a part of many failed phase III studies that have resulted in some billion dollar products being assigned to the shelf. . All BIG PHARMA have shelves full of failures . As we move into more sophisticated arenas of medicine the failure rate is growing. However it doesn’t mean you stop trying. IMM is a punt like so many other molecules. But for those who sail close to the science that punt is clear . I for one believe that BIG PHARMA have a simple choice take a punt on the IMM data to date or walk away. IF in the coming weeks/months a deal materialises then you can be rest assured the data is more compelling and the punt on a phase III study is worth the gamble. As I write this down i know from experience what is happening with P140 . In my day we had the most amazing statisticians who designed the trials based on the P value you are chasing. They pour over the in-house data at the phase III level and decide the size of the trial in order to prove your primary end point. If the Phase III trial gets a sponsor then I for one will know the Phase III trial has satisfied a set of very important criteria.

Sorry for the long explanation

DYOR

The management team also attended the Bio-Europe Spring healthcare event in Lisbon this week, where a number of meetings were held in relation to P140. ImmuPharma remains focused on completing a value‑enhancing licensing deal in 2026.

Great update both P140 patent

Will I be risking my profits if I stay in today ? I don’t want to lose my pint of milk🥛

Still I cannot complain. They have given me a bottle of milk today🥛😜