Member Info for hamila01

And IMM also benefit by getting some cash in to progress Kapiglucagon.

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Spantrout - If you don’t want to invest in high risk, high reward pharma’s then go find some safer shares to dabble with. Leave the rest of us to our high risk strategy and belief in the science.

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Wigwammer - trusting in the science is key here tbh. What the detractors of Lupozor/P140 conveniently gloss over is that Lupozor wasn’t a failure, demonstrating high efficacy in a subgroup of Lupus sufferers and good safety. And the tech/proposition has moved on since that phase 3 trial….

On a different topic when do people think we’ll hear about the take up for the WRAP offering?

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Spantrout - Small biotech is without doubt high risk, high reward. My use of the word ‘hopefully’ reflects that.

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Bonneville - Total gaslighting from you there. When has it ever been said that 10 or so of the big pharma have looked at P140?

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Spantrout - I wasn’t specifically referencing P140 regarding the regular news flow (but it’ll be in there at some point when a deal is agreed). With Kapiglucagon’s FDA 2 year pathway, there’ll hopefully be more regular updates.

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TCGLOVER - I really do hope that we start seeing more regular comms from IMM regarding Kapiglucagon (and more importantly P140). Tim did make reference to news flow impacting share value so hopefully there’ll be change in strategy going forward if only to reduce his stress levels. I can’t imagine some of the calls and emails he’s received this week have been particularly pleasant and constructive….

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GoldGirl - Please do watch the presentation, especially the Dr Goudreau response to the question regarding pharma pushback on the science in the Q&A. His response IMHO is quite reassuring.

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And another thought here but with Kapiglucagon receiving interest from potential partners (allegedly), could that have increased the possibility of a takeover of IMM? Kapiglucagon makes IMM even more attractive if the science is proven, just like it does with P140.

I know Tim McC was quite clear about looking for licensing deals only in the presentation yesterday but if the right offer came in….. And what would Lanstead’s thoughts be on a takeover deal versus a licensing deal?

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And if Kapiglucagon was eventually extended out to type 2 diabetes, $3bn per year would be dwarfed…..

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I wish we'd seen more details on the Kapiglucagon timelines in the RNS. I appreciate that's not the purpose of an RNS but more date details might have helped reduce the emotional (and share price) response to the 'we're just diluting again for £6m+ to develop this drug' message.

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Which question was that pensioninvestor?

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BeepBoop - I ought to have added more detail to what I wrote. What I really liked was not just the 'No!' but also the look of (almost) contempt on his face as to why he was being asked a stupid question. Those first few seconds (microexpressions) in someone's body language often gives so much away.

Those few seconds for me made up for him reading out the text in his slides earlier on in the presentation.

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I liked his answer just now, 'No!', regarding pushback from potential partners.....

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FFS! Tim McC, just read out some of the questions and answer them.....

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My point is that if it's so good, why aren't the interested parties snapping it up even at a low upfront, but higher royalty rate?

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So in effect Kapiglucagon is such an excellent product that the interested parties want the IMM shareholders to take the risk rather than fronting up money in a partnership deal?

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Rookie1 - Might depend a lot on what the conversation was and what information was given to Lanstead prior to their 'we've got all of this money we'd like to throw at you....' approach.

Very much a big dose of speculation here but if Tim was flagging up that there was a need to improve the balance sheet before May, it could have prompted a response from Lanstead afterwards.....

Hopefully, this latest deal with Lanstead is in effect an insurance policy to ensure we've got that 12 month runway should a deal for P140 not happen before May. Unfortunately, it's us poor suckers paying the deposit and the instalments.......

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Thanks NoLupus. That's disappointing to hear.

If the authorities are reading this, perhaps we could have all AIM directors on a mandatory 1 year period so we can hold them to account better. Might help clean up the wild west that is AIM.....

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Che7win - Part of me thinks vote against. But with heavy heart, I'll vote in favour because if it doesn't pass, the share price really will crater even more than it already has.....

My protest vote will be used on the re-appointment of Tim as a director.....

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