Member Info for dallo

Snowking

And our SP is at all time lows (despite $150m spent on share buybacks over the past 2 years ) plus the extraordinary milestones reached in Cobenfy, a drug developed by Puretech, Royalties deal with Royalty Pharma on Cobenfy with $100m paid up front and a further $400m payable during the coming years based on Cobenfy revenues plus Puretech receive additional Royalties on revenues over $2b .

Add Seaport, Vedanta et al plus Puretech's in-house LYT-100/LYT-200 programmes ,Gallop and a $360m cash pile as the cherry on top and you wonder what are we all missing.

Invesco is now down to a 17% holding from c35% 3/4 years ago when it introduced its policy to reduce its holdings in small/midcaps worldwide to a "non controlling" level ie below 20% shareholding defined as an associated company.

That is one reason for the weird SP decline plus investors don't understand/ like the "Wheel and Spoke model " and some equate it to a Venture Capital Fund and accordingly ignore cash on Balance Sheet and in-house drug portfolios.

I have been invested here for 5 years and communicated regularly with the company but Investor Relations has deteriorated badly over the past year and needs to be improved greatly.

There are only 240m shares in issue with Institutional investors holding c50% and Zohar and management/staff at c10%.

Very vulnerable to a takeover at c140p imho.

Hopefully I will buy some more tomorrow

ATB

Soulac

The warrants are exercisable at 2p so 4p is 100% profit all things being considered.

JSB

I have always maintained that Vedanta could be a mega winner for Puretech and still do.

Crazy SP at the moment and accordingly I have bought again today.

Target holding is 250,000 and will continue to accumulate at these levels funds permitting.

ATB

Incanthera warrants extension granted to Immupharma until the 31March 2025 on payment of a fee of £75,000.

Also at 4p plus in addition to the warrants funding of c £1.9m Immupharma will receive enhanced monthly payments under the 2023 Lanstead placing Agreement of over £65,000 per month until the end of August 2025.

This funding excludes any upfront payments received from commercial/partnership contracts or the Incanthera warrants which incidentally are looking a tad better with Incanthera's SP rising 40% this week.

Reasons to be cheerful indeed.

Stockwatching

Clown

Immupharma get at least £50,000 per month from the Lanstead Agreement raising dramatically if the SP exceeds 2.6p...

Back in your foxhole

Peterpharma

Wow

The bears have come out of the woods .

Never too late to admit you are wrong , I hope!!

Nolupus

Well if previously undiagnosed Autoimmune sufferers were diagnosed earlier and their specific disease identified , it would lead to greater revenues for the Pharmaceuticals industry .

My own son was identified as having Type 1 diabetes a year after he developed symptoms at 20 years old.

Great news if it is true.

Cheers

What's not to like about that my dear friend.

So what I am led to believe is that the company has added a potentially patented diagnostic and patient profiling breakthrough for Autoimmune diseases which is scientifically researched and groundbreaking to its P140 Autoimmune therapies.

If this is the case then it would be staggering.

We shall see

It looks like the present SP could be smashed very soon imho

One of the most interesting and new pieces of information given by McCarthy is that the research and findings were produced by a highly regarded US research Institute and not in-house as I assumed previously which adds a new dimension to the groundbreaking results insofar as the results are independent.

So unless McCarthy , Dr Franklin , Dr Reilly and Lisa Baderoon as Board members and CNRS ,Alora Pharmaceuticals Group and others are involved in a giant conspiracy to defraud investors with false information, then one must assume that this transformational new development is indeed highly significant.

I suspect that Alora may have funded this new research but I am only surmising.

Things are hotting up.

Now up 30% at 3.6p

Keep your attention on the SP breaching 4p next week which will result in the Lanstead and Alora Pharmaceuticals 2p warrants becoming exercisable giving the company cc£1.9m in funding plus Lanstead having to pay c£60,000 in monthly payments to Immupharma until the end of August 2025 thereby securing funding for the company for at least 18months.

It can then negotiate commercial/ partnership deals without a gun to its head.

Big week ahead

Pebsi

I averaged down and now have a breakeven of around 5p but with a large shareholding which I thought was going to be a disastrous decision.

Now the world looks a lot brighter for the long termers.

ATB

Pebsi

I am the real old-timer here in every sense of the word being invested for 8 years or so.

ATB

Mel

The basic requirements of a Market Maker are to make a trade price and deal whether the order is on record or off book.

Since most of the trades in Immupharma are off book the market makers are given time to report these trades and place them on record .

Hence you see many late reported trades particularly in companies on AIM where the trade volumes are low and not SETS based.

Nolupus

As always I respect your opinions and It is very important that a counter argument is presented in respect of Immupharma.

Keep posting.

ATB

Nolupus

Fair point

The reason may be explained in last week's RNS which suggests that significant more research and tests were deemed necessary to ensure a successful trial .

This now appears to have been concluded to a very satisfactory and greatly enhanced potentially successful trial outcome.

We shall see

ATB

Subsidiary not subject I should say.

Poor old Immupharma has no partnerships apart from CNRS , the largest scientific research institute in Europe who have worked with the company on developing the P140 Peptide therapies for years .

Oh I forgot Alora Pharmaceuticals Group a major US private Pharma who is a shareholder and warrant holder in Immupharma whose subject Avion Pharma has entered into an agreement to fund the Phase 3 Lupus trial to to the tune of $25m in return for the US rights to the drug but still paying Immupharma significant royalties and milestone payments.

Avion's received FDA approval for its Parkinson's drug Dhivy in 2023 and now making traction in this $7B market.

So obviously no chance of doing any deals on the breakthrough P140 programme for autoimmune diseases like Lupus , CIPD and Type 1 Diabetes et al.

We are doomed !!

Finally why would Immupharma's management be presenting at one of the World's biggest Pharma conferences if the P140 was a puff of smoke..they would be exposed in 5 minutes.

So one should have a element of confidence but as always appreciate the risks and do your own research.

ATB