Member Info for dallo

Nolupus
I am suggesting that the trial will focus on Lupus patients who are Antibody positive the cohort that showed significant response to Lupizur in the previous trial and where there is considerable amount data already submitted to the FDA.
It also depends on the experts input into the FDA submission and what ultimately will be the parameters of the trial design.
It could be a larger focussed cohort trial group with a somewhat shorter timeline.
But I am surmising here and thus it will interesting
to see the actual trial design in the next few weeks .

Large sells totalling 270,000 gone through at 12p and lower.
Bid now back to 11.5p
Still a lot of sellers out there.
We need some positive news flow to get this moving.

Surely IMMU is a less riskier bet than prior to news of FDA submission given the radio silence of past few months could have prompted fears of Avion backing out or difficulty in eliciting expert support for submission.
All these fears have been assuaged and we are moving forward in a structured and professional manner .
Depending on the content and parameters for the new trial as laid out in the submission and given the detailed work done in the previous Phase 3 trial, it is not beyond the realms of reason that the FDA may agree to an accelerated timescale to complete the new trial imho.
Agreement by the FDA within the next 45 days will be a game changer for IMMU and the market reaction will be interesting.

Tree shake
Looks like it is happening now.
Usual pattern prior to a pump in IMMU.
Happens every time.

Some short term traders closing positions...many were expecting news last week or this week.
This is good news as Avion are progressing the FDA Phase 3 discussions in a correct and professional manner.
The FDA will agree parameters of the new Phase 3 trials based on IMMU/Avion submissions and this is the measured road to an ultimately successful conclusion to the new trial( hopefully).
This morning's short term reaction should not overshadow the positive developments taking place.
Only 45 days or less to wait for FDA to agree terms
and set IMMU on the path to a more structured and targeted Phase 3 trial which if successful could see the share price at a totally different level.
IMHO

Decision by FDA within 45 days...not long to wait.
Huge amount of work gone into the submission to the FDA by IMMU , AVION and a panel of experts so FDA consent should be a formality.
We are on the road again with more news on other drug developments .....Ureka et al...due soon as well.

Decision by FDA within 45 days...not long to wait.
Huge amount of work gone into the submission to the FDA by IMMU , AVION and a panel of experts so FDA consent should be a formality.
We are on the road again with more news on other drug developments .....Ureka et al...due soon as well.

Another 5G technology company ,Openet, where Cipio Partners has a large stake was sold yesterday for $180m to Israeli company Amdocs.
Amdocs is Nasdaq quoted and had revenues of $ 4.1 billion in 2019.

Tracy
If you are right you will be up there with Elon Musk as a great visionary of an opportunity nobody else in the market currently sees.
If you are right I will host a dinner in the Dorchester for you and other posters here.
If not it will be fish and chips at the local chipshop.
I will enjoy the roller coaster until then.
Best to all the (very few) believers.

Assuming Tracy is correct in his/her estimates of Ethernity's potential then we can envisage a share price of over a hundred times the present level ie £13 + and a market cap of c£500m.
The market is suggesting this is delusional nonsense and if the big OEMs saw this same opportunity they would swoop and buy it for 10/20 times the current valuation.
If Tracy is even half right he/she is a genius and will be feted by the the posters here for as long as we live.
Meanwhile Ethernity has a market cap of £4.7m
no revenues to speak of and £1m in funds to survive until "profitability".
I for one am locked in now so let's see if the miracle happens.

Miton Microcap still offloading it seems even after
being diluted by placing.
Bizarre

Apparently you could reach Alpha Centauri in 100 years at 5% the speed of light
So when you arrive you will not be in good shape even after you are defrosted.
Then there is the small problem of how in the hell do you get back to Earth.
My wife says she would like to see back on Planet Earth after she saw how much I invested in
Ethernity!

Bringing Ethernity from a valuation of £5m to $230m would be like travelling from
Earth to our nearest star Alpha Centauri in 4.5 years except for Alpha Centauri is 4.5 light
years away.
Warp factor 4 is required otherwise we will be stuck on the planet Lost for a long time!

We all backed the technology and David Levi ,the guy who founded Broadlight and sold it to Broadcom for $230m.
Can he do the same with Ethernity ..we await developments with interest and some trepidation !

Delayed trade from yesterday after hours.
Hopefully this selling overhang is gone now
but someone desperate to get out at any price.
Not reassuring to say the least.

Trading
I agree the tech looks good and the timing of the market opportunity was out of the control
of the company but as in life you need some luck in business which Ethernity sadly has had little.
Hopefully, its luck will change and given the amount of skin the management has in the game
it certainly deserves a change of fortune.
Best to all.

I have had no contact with the company and nor do I intend to .......they have enough on their plate.
I made significant gains in another Israeli tech company .Kape Technology who
has a superb young management team and top class technology in the right markets.
When I looked at Ethernity I thought Levi fitted the bill and the technology looked
impressive but the market opportunity keeps moving into the future hence the cash flow
issues.
In Kape there is a major billionaire Israeli investor, Teddy Sagi , who is worth $ 4 billion but alas
Ethernity does not appear to have any friends in Israel or elsewhere.
I am not without hope here but time is now of the essence imho.

Ask
They were the points that I have made earlier..unless we see some significant deals in the next few months the funds will be depleted and then the vultures will circle to acquire the IP for a pittance.
No possibility of another placing without some extraordinary positive news flow and the share price significantly higher .
Tracy says future is bright but there will be no future for Ethernity unless Levi pulls some rabbits out of the hat soon.
€1m in funding divided by 6 months = €160 k per month to pay staff, rents,operating costs,professional fees including listing on AIM et al.
Bust by Christmas if Levi and Barauch don't get their act together.
Also I wonder did Cipio Partners take part in the placing and I was disappointed to see Miton sit on their hands for the sake of a hundred grand.
Action needed now.

My broker tells me I can sell 100,0000 at 11p
which is better than selling 50,000 at 9p quoted earlier.
If we are discussing 1p or .5p differences in SP we are definitely clutching at straws.
Anyway I am not selling one share and will see this one out to its conclusion whether it is folly or fame!

The market sees a company with no revenues and cash for 6 months withIP that may have potential
down the line.
Since the IPO this company has been unable to generate revenues so the market has lost faith.
Rising rescue cash at 12p is seen as an act of desperation by many investors including.
We live in hope so best to all
We need deals quickly if the company is to make.