Member Info for dallo

Flash

Agreed but Immupharma and Avion arrangement reaffirmed and Lupuzor trial is now a Phase 3 rather than a longer Phase 2/3 trial.

This greatly enhances the value of Immupharma as there are very few AIM Pharma minnows progressing a Multi billion $ drug in a Phase 3 trial.

My hope is that Immupharma will be bought out now as the Lupuzor trial gets underway.

A disastrous RNS would have been Alora/Avion walking away and now we are a Phase 3 trial with them.

So despite the infuriating delays I am feeling better about the state of Immupharma today.

Definitely sets a floor on the SP and may now attract some large buyer interest into.

ATB

Pokerchips

I am thinking something much more strategic than this so called distribution agreement which I found somewhat strange to be honest given Immupharma is

staffed by a few people in the UK and a research facility in France.

Also Immupharma has minimal cash resources to get involved in distribution so not expecting much in this regard.

Tim playing games again ?

Flash

I understand your concerns which I share but Dr Laurence O'Reilly is not going to join the board of an AIM listed minnow without doing significant due diligence and seeing opportunities.

Also I see the hidden hand of Art Deas, the CEO and large shareholder of the Alora group behind his appointment imho which if it is the case could signify something more strategic coming down the tracks between Immupharma and Alora/ Avion

Hopefully!!!

Dr O'Reilly is Vice President of Research and Investments for Royalty Pharma, a Nasdaq listed $18 billion market cap company.

How did we all miss this as being massive as O'Reilly wouldn't dream of joining Immupharma unless big things were about to happen particularly in an £7m AIM market cap company.

Very reassuring imho.

ATB

Wow how did I miss the connection between Dr Laurence O'Reilly and Royalty Pharma who have done a mega deal with my other major Pharma investment, Puretech Health.

Royalty Pharma bought the royalties from Puretech in relation to its investment in Karuna for $500m ( $100m paid upfront) and the balance payable on FDA approval of Karuna drug for schizophrenia expected in the next 6 months.

Karuna is valued at $8billion on Nasdaq .

O'Reilly is some serious player.

Great news for Immupharma imho.

Cauldstream

Agree but McCarthy and the new Directors can still get on with negotiating the Rest of the World rights for Lupuzor plus the total World rights for CIPD.

However I suspect these negotiations probably depend on what Alora/ Avion decide.

All to play for.

Cauldstream

Agreed

When shares like Immupharma move they can move fast and in big volumes particularly if the TikTok punters arrive in force like with Ethernity where 10 times the issued share capital was traded in a week while before the herd arrived you would be lucky to see 5 trades a day .

Hopefully this will happen in Immupharma as well but

firstly some news , Mr McCarthy, please.

Flash

I was thinking the same thing.

Only significant positive newsflow will allow Lanstead to offload and give the share price a chance to rise.

It happened in Ethernity Networks a month or two ago when the SP rose by 18 times and helped clear out another vulture fund who had a vice like grip on the share.

The oily McCarthy is not in any hurry to update the market and so any buying is only feeding Lanstead.

It's been a long 8/9 years of struggle with Immupharma and we could all do with some Christmas cheer.

ATB

Nolupus

Any movement , bowel or otherwise, is better than stagnation!!

Is the corpse twitching?

Grezzz,

Please see some of my recent posts here.

Furthermore I have been in communication with Kana DeLuca of Puretech's Investor Relations regarding the total disconnect between the share price and the company's assets and she confirmed the Board's concern that this clear undervaluation is not recognised by the market and she referred me to the recent RNS regarding Capital allocation and investors returns and some further announcements on these plans are expected soon.

She recognised that the market cap of the company is but a small fraction of the sum of the parts valuation of Puretech and this is being addressed notwithstanding the general market apathy towards Bio tech companies.

For example she cited one of Puretech's own drugs, LYT-100 for pulmonary fibrosis which is in Phase 2B trials and for which headline results are expected in 2024 .

Kana says LYT-100 could be a $billion blockbuster drug and is one of a number within the own in-house suite of drugs which is potentially transformational.

I noted that Karuna Therapeutics, the $8billion Nasdaq listed company founded by Puretech, is a clear case in point of Puretech's ridiculous market cap of c£400m ....Puretech's 3.1% shareholding in Karuna is valued at c$250m plus royalties sold for $500m ( $100m already received and the balance on FDA approval for KartX , Karuna's blockbuster Schizophrenia drug, which is almost certain over the next months) , milestone payments of c$50m plus and other royalties in excess of a certain amount ,total up to almost $800m in real cash against Puretech's market cap of c$500m and ignoring everything else including Puretech's cash $350m and own drugs plus founded entities particularly Vedanta which is a potential multi billion $ company and where Puretech owns 40% of the equity.

Even today Puretech should be valued at around £1-1.5 billion or c4.5 /5 a share and much higher in 12 months time imho .

I am going to buy more , funds permitting, over coming weeks.

Finally I encourage you all to contact Kana by email and to confirm what I have said above and any other questions you may have.

Cheers and ATM

Wildbunch

My best wishes on the treatment of your illness message should have gone to Mystic Mike not to you who I hope are in rude health.

Apologies.

Wildbunch

Here is your mad mate..here for 8 years and have 3m shares at 9p average.

As I have said before I have a large investment in Puretech whose founded listed entity ,Karuna Therapeutics developed one of Puretech's schizophrenic drugs and passed Phase 3 trials and is awaiting FDA approval to market it.

Karuna is valued on the Nasdaq at $8b .

The global market for Lupus and CIPD therapies is greater than for schizophrenic drugs so it just demonstrates the prize for Alora/Avion and Immupharma if they can navigate through the trials to successfully bring Lupuzor to market.

A big if I agree but the potential is massive.

I think a big rerate is possible if we get confirmation of the start of the trials but Immupharma and Uncle Tim know how to keep investors on tenterhooks.

The enormous amount of data submitted to the FDA over the past 18 months and the FDA's guidance and agreed guidelines for the trial albeit Phase2/3 is pharma gold imho.

Fingers crossed for some positive news.

By the way I hope you are doing well with your treatment and I wish you the best.

Sadly silence on AIM creates fear of bad news.

The SP is now at all time lows so naturally investors are deeply concerned.

The new Directors hopefully will add some business acumen but so far no evidence of anything happening.

Ethernity, another unloved AIM share , going ballistic again as the mad TikTok herd ramp it up on the most naive analysis.

If only they would turn their gaze on poor old Immupharma!

Blue apple

We hope you are right but what other pharma minnow

with a market cap of just c£6/7 million has 2 potential blockbusters with Lupuzor and CIPD drugs at Phase 2/3 trials and other interesting therapies .

I have invested big in Puretech whose founded company ,Karuna , has successfully gone through Phase 3 trials for its schizophrenia drug and awaiting FDA approval and has a market cap of c$6billion.

Jen

Ever dog has it's day...maybe we will have ours soon.

Flash

You could be right

We will know more in the morning

Cheers

Flash

Interesting

I completed a recent order today..200,000 at 1.75p.

Now have too many Immupharma shares !!!

Hopefully the TikTok punters will catch the scent and pile in!

ATB to all longterm inmates here

The share price is beginning to move higher at last and it will interesting to see how the share does on Nasdaq shortly with futures looking very strong and US investors more clued in to Puretech than those in the UK.

I only wish I had some more funds to invest here but after buying 50,000 shares over the past weeks ,I have run out of ammo

Unprecedented

Absolutely

Puretech has some very exciting neuro therapies in its in house drug development but unlike Karuna , whose schizophrenia drug is awaiting FDA approval to launch after a successful Phase 3 trial and Vedanta whose drug is close to final trials, it is probably a year or more away from final FDA approvals.

Hence the usual big yawn from the Market who is not bothered.