Member Info for dallo

Please read on Google the requirements for 5G to drive AI technologies with high capacities and low latency over fibre broadband.
Ericsson ,TMobile ,BT ,Verizon ,not to mention the Chinese and Indian telecoms are now ramping up Investment in 5G to bring the AI revolution to consumers.
The world is changing and we cannot stop it and hopefully Ethernity can benefit.

Sergi
Thank you for your wise advice and observations.
You are a young man who sold out of Ethernity and were proved right but investment is not all about being right in the short-term but right in the long-term.
I have been in the markets for 50 years and got many things wrong but a lot more right.
I believe Ethernity with its valuable patents, tech products and c£35m of tax losses forward , existing contracts allied to its proven tech team plus the Israeli fighting spirit plus no debt is worth more than £7m.
The massive investment currently underway in 5G to support the revolution in AI ..possibly the greatest advance in civilisation since language , electricity and the Internet ( according to Musk and other visionaries)is a potential boon for Ethernity.
If they grasp the opportunity Ethernity could be a major beneficiary of this multi $ billion industry.
The patents are extremely valuable and at this crazy valuation offer a compelling investment case.
Worries about cash are normal but the prize is on the horizon.
I believe Levi and his team can achieve great things with a bit ot luck.
Dyor
Imho

Nolupus
Well the warrants will not be exercised if the SP remains at c3p with the consequent loss of the warrant funds and the SP near all time lows.
However if the SP goes much higher than the warrants price , Immupharma receive the cash and the outlook is improved following the FDA meetings, I for one couldn't give a toss about dilution.
The SP drifting back to c1.5p is a much greater concern.

Obviously the SP was going to retreat in the absence of news as short term traders exit with some profit after the rise over the past week.
The big test is to see whether the SP can move on from here as some key catalysts come into view over the coming weeks ie FDA meetings , possible corporate action on rest of the World rights for Lupuzor and collaboration/funding/ joint venture on CIPD et al.
Let's see if the SP moves higher in the coming days as the froth is removed ...if it does it will be a serious bullish signal.
But as always with Immupharma one never knows.
ATB

Oscar
Top class analysis.
Well done

Score
Immupharma is up 70% in past 5 days admittedly from a very low SP but it does suggest a serious rerating is occurring .
It doesn't look like a one day pump and dump but with Immupharma you never know.
Tomorrow will tell all imho
ATB to long suffering investors here

If the FDA approves the Phase 2/3 trials for both Lupuzor and CIPD , allied to a rest of the world deal on Lupuzor with a large ( French??) Pharma plus a deal on funding with CIPD with another player or more likely a full bid for Immupharma then we MAY be heading for some serious drama and a major increase in the SP over the next few weeks.
We shall know a lot more on Monday if the SP heads further north.
Wishful thinking, I know, but something is afoot imho.

Alora and Immupharma playing the patient game with the FDA on Lupuzor and now independently going for CIPD Phase 2/3 trials is a game changer imho.
Maybe old Tim will finally get the biggest win of his life.
A market cap of £9/10 m now seems ridiculous.
The price action today suggests a leak..expect some serious news on Monday.
I still hold 2.5m shares at 16p and you never know after 8 years I may be rewarded for my stubbornness.
Here's hoping
ATB

Up 67% over past 5 days.
Maybe the worm is turning.
Looks very, very leaky to me.
Something is afoot, dear Watson!

Now things are getting more interesting here.
A possible 2 drugs from the P140 therapies going into Phase 2/3 trials could change the valuation dynamics considerably and attract predators particularly as poor little Immupharma is only valued at c£8m.
A bigger Pharma with 2 late stage drugs listed , say ,on Nasdaq may have a market cap over $100m.
No wonder Alora is sticking around but I suspect takeover interest will accelerate if the FDA approves the 2 trials ..for Lupuzor and CIPD.
Forget about Immupharma and it cash position, it will be taken out by the end of the year if all goes well.
Tim McCarthy will manage a good deal now he has a bit of skin in the game and a possible future role .
Game on

By the way , the company's website is saying that Ethernity has 6 US patents .
I have asked Mark Reichenberg for clarification on this as I was under the impression it had 5 patents and 2 pending.
I may be mistaken ( again) but best to clarify as the receipt of a new US patent is prime RNS material and significant in terms of the current SP.
Furthermore I think the shares are in capitulation mode and there may a disorderly market forming which the company's Directors and advisers must address as a matter of urgency ...ie by issuing a statement of reassurance or God forbid some bad news.
ATB

Bod
I haven't sold any shares.
I have just been diluted below 3% due to the January placing .
I remain a supporter of the company after its transition to selling to markets which are now active and where Ethernity's new ( refined) products are generating both strong interest and sales ...Witness the $7m plus Asian contract plus the US WISP market
with an existing and committed customer and a market funded by the US Broadband subsidies.
Furthermore no one customer has exclusive rights to any of Ethernity's tech and the company is only willing to enter into contracts which provide quick turnover revenues....the days of doing months of R&D with a customer and then no contract are , I hope, well and truly over.
The SP is a shocker and on the face of represent 50% of the losses forward for tax purposes..add the existing contracts, R&D , the 5 valuable US patents with 2 more pending, the high quality team and the UK and US listings and all for the price of a middle of the road Dublin pub.
As I am no longer a significant shareholder ,I may contribute some more thoughts here but please do your own research as you see I am not infallible !!!

Up 18% pre market on Nasdaq

Kerchief
It is a total mystery to me.
Puretech's 3.5% remaining shareholding in Karuna is worth c$230m with 3% revenue royalties plus milestone and licensing payments.
Puretech is progressing its own very exciting suite of drugs and therapies and has c $450m in cash.
Not forgetting its shares in the founded entities.
It needs to ramp up the current daily buybacks of c10k to much higher levels given the 2nd tranche is $25m.
Very puzzling indeed

Maid
You could be correct as buy volumes very strong today and bid moving higher.
Interesting to see where we finish.
ATB

Sadly Tribal is not good at numbers
139,500,000 shares in 2019 × 13.3p is c£18.5m

Lambo
Still here
I haven't sold any
What's the point at these prices and market cap
I await the final denouement.

Interesting moves both on Nasdaq and London in past hour or so.
Up 11% on Nasdaq at £3.15 Sterling equivalent and £2.96 in London
Great rebound from lows of £1.40 earlier in the year.

Nolupus
That is why the FDA confirmation can help drive the SP higher imho
We still cling on to the wreckage of our broken dreams!!!

With the cash runway assessed at the end of 2023
Investors still have hope particularly once the new protocols are announced following the FDA agreement which should be a formality given that the protocols will accord with the FDA 's own recommendations.
Confirmation of the FDA agreement should transform the investment case for Immupharma and its share price imho
ATB