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I'm not worried about the lupuzor deal as that has a clear path. They know exactly what the fda want so the risk there is minimal. I'm concerned that they appear to be seriously lacking any updates on the rest of the pipeline and that's what I can't get my head around. The communication is the worst I have ever seen it at imm.
I'm under by a similar amount but I do think 8p is the bottom. The sad thing is if we get good news then we may see a 100% rise but that only takes us to 19p ish. At which point I'm out and will move to VAL where i also have a large holding.
It would be nice to hear any updates. Just re read the November presentation and it clearly says "continued strong news flow". What news flow? Where are the updates on licensing agreements? Where are the updates on the rest of the pipeline?
Beyond frustrated.
This talk of avion pulling out is nonsense. They know the path they need to take and the p3 is on schedule. It's encouraging that both companies made a joint statement and confirmed the samples will be ready.
The drop is dorm to delays nothing more. With delays comes increased costs before revenue which increases risk in further dilution. 14 months ago this was sitting at 7.5p and this maybe where it is heading but I don't think so.
My frustration is to do with the lack of news on anything else and that does concern me. Where are all the other updates on the rest of the portfolio? I'm my opinion a corporate update is urgently needed now.
Again the promises fail to materialise. No SPA, more information required and unlikely to start until December. It's not all bad but those with money locked in will have to wait another 18 months from now.
Only question remains is when is the next round of dilution and fund raising to keep them in jobs?
If history has taught me anything with imm then expect two announcements. The first announcing a positive result. Then another shortly after announcing a placing on the spike to bring it back down to sub 12p where it will sit for another year.
I agree with Andle on this one. To me this is a positive rns as greed shows more than any of the rich news flow that was promised. They are all lining their nests in preparation of what is to come.
With a tailored p3 trial and a third party involved I believe we have a good chance to get there.
I will still sell out on fda good news and buy in later. The reason... I just don't trust them on future dilution and fund raising. Remember we have lost a year in delays because of covid so they will need another fund raise at some point to get to the end. Jmho.
I'll be joining. I have a considerable holding and I will be dumping the entire lot on any positive update. This pandemic has exposed imm for what it really is. The silence from the company in these times is very telling.
One thing covid has exposed is just how much imm are a one trick pony. The total silence on any significant project update around their other assets is concerning me. It's nearly a year since the avion agreement was signed and we were promised a news rich period which just hasn't transpired. It shows just how much that news rich period was about lupuzor. After holding here for 7 years as soon as this gets to 20p I'll break even and I'll be gone. I will return only on the build up on the next ph3 results but holding in between is a waste of time.