Member Info for dallo

The investment thesis is now predicated on Avion obtaining a clearly defined and focussed SPA approval for its Phase 3 Lupuzor trial which it has committed an astonishing ( for such a small pharma) $25m .
The number of trial patients will be multiples of the previous Phase 3 conducted on a shoestring by Immu and as shown to be poorly designed and probably a moonshot effort inspired by Dr Muller 's over confidence not to mention Zimmer and McCarthy reaching for the stars.
A lot more is known now about Lupus and the genetic makeup of the disease but still no safe and effective drug treatment other than a mix of antibiotics and other existing drugs to treat side effects of the disease.
If the FDA approve the SPA for a further Phase 3 the 65% of Lupus who are Antibody Positive then the game is on and the investment risk given that IMMU has cash for the next 2 years is low.
Throw in potential returns from Incanthera's exciting cancer prevention suncream Sol and the Nugant peptide therapies in Ereka Sarl in France then you have a serious opportunity for large investment returns over the next 2 years if you are a patient investor.
However we have got FDA approval yet for the SPA but if we do the short term SP target could be north of 30p imho .
DYOR
ATB

Now that the children are back from the playground I should mention that caution is the bye word in IMMU and thats from a very longterm holder who has been on this roller coaster for 5 years and has averaged down to a holding of 2m @20p .
Why you may ask...well I feel Lupuzor has significant potential and very importantly safe.
The problem in the Phase 3 trial was the design and the shoestring funding.
However despite the failure to meet statistical endpoints the trial turned up a highly important fact.....there was a positive and statistical successful outcome ( 71% to 49%) in Lupus patients who were Antibody positive compared to the placebo patients in the larger European test cohort but no significant in the US for unknown reasons.
Around 65% of all Lupus sufferers are Antibody positive so Lupuzor apparently works for these patients and accordingly this is where Avion will focus the new Phase 3 trial .
If the FDA approve the SPA and the trial design is concentrated on Lupus Antibody Positive patients the chances of success in Avion's wider populated and more expensive ($25m)trial are very high indeed and we may have a $billion drug .
So FDA is now the focus and if the SPA is approved the investment risk here is postponed until the Phase 3 results and there will be lots of opportunities to make money in the interim.

Tracy
With no brokers recommendations, no share tips from the likes of Simon Thompson in the Investors Cronicle or Twitter share clubs or no PR from the company the company remains firmly under the radar apart from the faithful here .
We are either smart or naive but surely with a market cap of just £9m with groundbreaking and patented technology in a multi billion $ industry
there must major opportunity and potential for significant investment returns.
The share price will turn blue on validation through positive newsflow and then the herd will arrive and we will no longer be alone.

Tracy
If it all goes pear shaped any chance I can move into your garden shed in Swansea or do they call them houses there.
Sorry I couldn't resist.
I love the Welsh by the way.

Please check that the plane has 2 wings as it is awfully scary up here.
ATB

Bongo
Yes I am fully aware of the disclosure requirements and following settlement my broker will advise on the timing of the announcement.
Cheers

01234
I hope you are not saluting me as I go down in flames.
Now all we need is some positive newsflow and the appointment of a respected Chairman.

In again ...flight or flames.
50k at 21.84p
Just over 3% now ...may have to declare unless 5G Fund exercises option to buy in the meantime.
ATB

Callerone
It absolutely pointless listing on Nasdaq if no ADS available to trade so I am certain Puretech has a plan to increase liquidity and no better way to do so than to get the share price higher ...maybe £4 will tempt Invesco and a few others to offload.
Daphne Zohar and her advisers will have a plan but may take a week or two to get the volumes moving on the Nasdaq.
We shall see but moving in the right direction.

Still early days for Puretech on Nasdaq with little liquidity in the ADS with so few shares available.
We need Invesco to release part of its 32% shareholding onto Nasdaq and then we will see a truer market and a significant rise in the SP imho.

This morning's RNS regarding the progress of LYT-100 , Puretech's most advanced in house drug is seriously good news.
Severe respiratory diseases such as Pulmonary Fibrosis and even Long Covid are targeted by LYT-100 and Phase 1 has shown it to be effective and tolerable among patients in the trial with no serious side effects compared to Placebo cohort.
The drug will now move to Phase 2 trial and if successful could take a large slice of the respiratory drug market worth c$5b a year.
This is just one of 12 in house drugs being developed by Puretech and not to mention it's shareholding in the founded companies including Karuna which has a market cap of $2.5b .
At least 3 of the founded companies are close to IPOs following FDA approval of their lead drugs.
Meanwhile the LSE values Puretech at a little over its cash plus it's share in the quoted Karuna .
Mad and bizarre..If an AIM company announced the news on LYT-1000 today it's share price would up by multiples.
Any way Daphne Zohar will have a lot to say at the conference this afternoon.
Expect Puretech NASDAQ share price to move higher today and to hit $55 ( £4) very soon imho.
DYOR
ATB

Tracy
With the sky high prices of Tel Aviv high end properties David Levi needs to really make Ethernity a success to live among the very rich.

Trading at $41,80 on NASDAQ or 316p
Hopefully the LSE share will adjust soon

Arsenal
Agreed ....315p equivalent on Nasdaq but 293p on LSE.
Once more liquidity in ADS this will trade nearer £4 or c$54 imho

for ****tail read martini.

Nolupus
Your chances may improve dramatically if you popped a large diamond
in her ****tail.
However, the FDA will not be persuaded by such behaviour.

Puretech opens at $41.61 on NASDAQ OR 314P.
We could be on our way.

Tracy
I meant it as a compliment when I said you are a tech boffin as you have given us all here a fabulous insight into the Ethernity technology and its huge potential
Of course you are also an experienced investor who like the rest of us are here to make a return.
My only point regarding the share price is given the near 70% sticky investors and the tight liquidity positive newsflow can really drive the SP higher very quickly as demonstrated even by the small ( initially) US avionics deal.
Momentum can be vital for small innovative companies like Ethernity and that is why newsflow can drive us through the warrants exercise levels and beyond in an instant.
ATB

Mumbo
I will talk about Lupuzor and how it works with certain Lupus sufferers with anti body profiles as demonstrated in the last Phase 3 trial.
Theye will form the cohort of the new Avion Phase 3 trial which represents over 60% of all Lupus sufferers...still a billion $ drug with no side effects.
I will comment more when the lunatics here leave the asylum.

Mumbo
Incanthera main product is Sol an anti cancer suncream which protects individuals from ultra violet damage...it is close to regulatory approval .
If it happens it is a billion $ product .
Keep a eye on the share price of Incanthera over next few months .
Tim McCarthy has invested so does he know something?
Ereka Sarl the Immupharma subsidiary is also one to watch with its Peptide technology..expect news soon.
DYOR