Member Info for dallo

Nolupus
I see the Phase 3 being approved by the FDA and probably starting in early 2022.
However this decision would immediately change the investment case for Immupharma and allow for Rest of the World licencing deals to be negotiated this year.
Also I feel Immu will be bought out well before a read out on the Phase 3 as seen in many other drug companies who have Phase 3 candidates.
2 years is a long time for investors to wait for drug trial results but merely short term for the major Pharmas.
Despite being blasted for suggesting Alora may pounce on Immu I feel it is a real possibility if the FDA approves the Phase 3 Lupuzor trial.
One way or the other the SP will be higher on approval than it is now and could reward even short term investors imho.

Nolupus
Firstly the lack of understanding by some here as to size of the Alora Pharma Group which owns Avion Pharma and Acella Pharma is amazing.
Alora Pharma bought a drug pipeline and manufacturing facility in Georgia from Osmotica Pharma for $170m in June 2021.
Nobody here saw that major news or mentioned it here.
The Alora Group has a wide range of drugs in its stable mainly generic but lots of drugs approved by the FDA over the years.
Art Deas runs the Alora Group which is based in Alpharetta , Georgia and has a modern 60,000 sq ft manufacturing and R&D facility there.
Back to your question Nolupus I am now more confident that the Lupuzor Phase 3 will go ahead based on the strenght and experience of the Alora Group and the relatively straightforward PK test requested by the FDA which augurs well for the Phase 3 trial parameters imho.
I estimate that the Alora Group including Avion and Acella could be worth over $1 billion and hence the comfort I get from our relationship with them on Lupuzor.
DYOR

Tim
Vedanta could be valued at twice the market cap of Puretech when the IPO occurs over the next year with Puretech holding nearly 50% of Vedanta.
Madness

Today's RNS on Alivio where Puretech licence a drug within the Alivio platform for $6.5m plus over $ $ 50m milestone payments plus royalties for what is a small part of Alivios drug suite is the reason Puretech recently bought the remaining 22% of Alivio shares it didn't own and brought the whole platform under Puretech's wholly owned programme.
Smart move again but no market reaction as usual.
Unbelievable undervaluation here and that is why I will be adding more.
Imho
Dyor
ATB

Bizarre trading patterns in Puretech.
Yesterday over 150,000 buys reported after hours for value of c £500,000 after lacklustre trading during the day
Today 50,000 shares bought at £3,30 reported after hours.
This a recurring theme every day so it looks like Invesco reducing its stake to help liquidity but appear to be keeping a lid on the SP.
Why I do not know but maybe a managed strategy by Invesco who are doing this with a number of its large share holdings in companies worldwide after changing its management and portfolio strategy .
Just conjecture on my part but the dam will burst soon .
The news today is so positive but no market reaction.
Volumes on Nasdaq are tiny so hopefully Zohar has a game plan .Otherwise the wolves of Wall Street will pounce
ATB

01234
Jesus the image of Cheryl from Swansea as TL is well and truly debunked.
What was I thinking of .
Back to the drawing board.

Nolupus
Fully agree with your observations.
Once I saw the FDA request for additional information on the pharmacokinetic assay studies I realised this is the key determinant in its decision.
Let's hope Immupharma produced the defining studies in a highly professional and clear manner.
I feel we will know our fate this week imho.

Why would the FDA string along Avion for over a year and seek further pharmacokinetic assay studies from Immupharma if it was not seriously reviewing Lupuzor.
It is a long time to say no imho so more positive than negative is my view.
It is no skin off the FDA nose to approve a Phase 3 for an American company where the previous Immupharma Phase 3 showed excellent safety outcomes in all test groups and statistical efficacy in certain Lupus patients with Antibody positive characteristics ie majority of Lupus patients.
A nail biter indeed but rewards huge if approval and ultimate success in new Phase 3.
However prepare to be disappointed as with everything in AIM.
ATB TO ALL.

Sergi
Many congratulations.
Onwards and upwards

SP still a puzzle with tiny sells totalling 800 shares knocking 2p of the SP of a £1 billion market cap company on the FTSE main market.
I hope to buy more next week as I am totally convinced that this bizarre anomaly cannot continue much longer imho.

Lambo
It is a binary outcome
FDA approval then happy days.
Refusal we are not to going to be happy at all.
Squeaky bum time I am afraid.
ATB

Mike
You could be correct but we will see.
The FDA decision will be based on the safety and efficacy of Lupuzor and the fact that Avion are apparently willing to spend $25m dollars on a Phase 3 trial should persuade the FDA that it is worthwhile as Lupuzor has been proved to be safe and has efficacy in Lupus patients with Antibody positive characteristics.
All is not lost yet.

With the relatively new system based strategy overtaking licencing deals Ethernity is only really starting it's journey now with 3 big deals concluded with the Indian OEM , Tarana and the recent UEP 60 deals with potential revenues going forward of 10s of millions of $ dollars.
I wished the management good luck at the AGM and said keep the deals coming to which Levi and Mark said they intend to or words to that effect.
Levi said the new business model should lead to 10s of times the previous deals in revenue terms.
The R&D was costly but now begin to pay off and it is now all about deal flow which I have been banging on about for months.
I fully expect many more large deals to be announced in the coming months which will validate the investment case.
The only issue is funds and maybe we may have a fund raising at the back end of the year which existing shareholders can participate in but not at current SP levels but at significantly higher levels.
So deal flow now crucial and I expect management to deliver.
Dyor
Imho

Tracy
I also said that the gaps between the 2 contracts this year left investors speculating or something to that effect but as Bid said they replied they can only release market information when available.
Again I reiterate their view that contracts are the most relevant driver of newsflow .
I think they are very cautious after years of delays and now focussed on delivery not hype.
The next 6 months will tell a tale imho.
Still a firm holder and believer.
DYOR

Bid can correct me but Levi said that the switch to system based products should lead to 10s of times the previous revenues which I found quite encouraging.
I said to them that I wished them well and keep those contracts coming .
They thanked investors for their support as it is greatly appreciated.
I felt an air of confidence at the meeting and Mark asked us to send emails to him on ideas to improve IR.
Maybe after a few more big contracts they should organise an Investors day hopefully when the SP reaches a £1 plus.
Get their their house brokers/nomads more proactive is my advice.
Imho

Bid
Agree with you on management team ...they are impressive and appear totally committed.
In effect they want the contracts to do the bulk of the Investor relations which I am happy with as long as they keep on coming.
I am a tad hungover but was satisfied with AGM given that they cannot say much but they looked confident and assured.

Knell not kneel ...bit rusty on the Bard

Knell not kneel ...bit rusty on the Bard

Nolupus
All very interesting indeed and you could be right about a possible spin off of Ureka .
This could be an eventful week ...the kneel that summons us to Heaven or to Hell

Super
Of course the Institutional investors will have a major say in any corporate action with over 50% of the shares and Zimmer with 11%
But Art Deas is putting over $25m of hard cash into a Phase 3 trial and will make or break Immupharma .
I hold c0.8% of the shares and like everyone else here want to make some money.
Definitely something going on but EVERYTHING depends now on the FDA.
ATB to all.