Member Info for K3VMC

Oldskool, I�m using the spreadsheet on page 29 of the August 2017 presentation, but substituting 27,000 mtu for the 18,400 production, then applying current apt pricing. Yes, the tin price has also gone up and there will be 50% more tin produced as well. That is only for LP. Not much to pick on, trollwise. Just the company�s projections, but updated.

*projection

Bob, my guess is $30m ebitda, mcap �300m, sp 5p. August presentation only has 18,700 mtu tungsten and $245/mtu and that is just for LP. Up production to 27,000 for LP and use $333/mtu gives about twice the ebitda profection of $15m.

Welcome WD43. I think you made a good move. Sorry about your being robbed through stoplosses at WLFE, but i believe you can recoup a lot by sticking with WRES.

I cannot imagine, for an instant, that ANY clinician would be prescribing Benlysta, a global immunosuppressant, with all the risks that entails, when Lupuzor comes to market. Can anyone think of a counter-argument? Certainly not on a risk basis. Cost? Would Lupuzor be more than $20k per patient? With 5 million sufferers, surely Lupuzor could be $10k or less, and still be a multi billion dollar treatment?

In my opinion, it is a matter of WHEN, not IF. The Berlin Health Portal is: A non-profit association that aims to promote public health care in the Berlin-Brandenburg region through events and information on health, demography and medicine. Health City Berlin organizes health congresses, conferences and various medical events and implements publicly funded research projects. This medication can be a billion dollar blockbuster. As always, DYOR.

Benlysta grosses over $400mpa for GSK at over $20k per patient. Let�s say they treat 20k patients per year, on that basis. There are 5m Lupus sufferers in the world. Treat them all with Benlysta at a cost of $1 trillion. Hmmm, the chances of that happening are about 1 trillion to one, obviously. Treating 100k patients at $10,000 each would be a good start with Lupuzor, so $1bn pa. IMM thought they could swing that on their own and for !00% of a $1bn market, who can blame them for going for it? Maybe a bigger trial would have given them the statistical significance they wanted and obviously thought they could achieve, but they didn�t pay for that and fell short. Clinicians and patients have requested the open trial to continue for another six months, providing more data to add to the p3 results already given to the FDA and being shared with big pharma. Even if they only get 20% of the profits on a $1bn turnover, this sp will rocket. Any whiff of interest from a big pharma, and I strongly suggest GSK, will propel the sp far and fast. As always, DYOR.

Buying back in? I could understand trying to trade wres at 0.8-0.9p, but selling under 0.5p! What was that about?

Just you Franny. You will be fine after the first 100%. :-))

I got 0.5p yesterday, but only 0.509p today. IF these get over 5p, i wont care about the odd �90. I cannot understand anyone trying to trade WRES at these levels.

I used to get so annoyed at the oiks who put their feet up on train and tube seats. I would sit there and fume. Eventually, i would say something and either get a mouthful of abuse or a polite recognition that it was rude and inconsiderate to do that. Every time i went into London, i would get wound up in anticipation. Now, i just move carriage, or close my eyes. If you cannot solve a problem, move away from it. Likewise with fools who gloat about being 75% down on thei investment. You cannot reason with stupidity. Ever. Silly price today. Good luck to anyone expecting a placing and price drop. I took another 2m today. WRES, not WLFE.

Never mind all the hair-splitting. Take any debilitating condition, suffered by 5 million, where only 13,000 have been treated because the gold standard drug causes serious side effects and is hugely expensive. Take a novel treatment that shows no serious side effects and can provide complete remission in some cases and measurable improvements in others. Add those together and subtract a p3 that did not meet its headline significance. Then add three years of cash and ten pharma companies that are interested in drilling down into the data and who would love (I believe) to have part of a multi-billion potential market. All I need to add in, personally, is patience, as I already added my cash. As always, DYOR.

Just a matter of waiting patiently.

Needed, effective, safe. All p3 patients on six month trial. Only 13,000 out of 5,000,000 lupus sufferers being treated currently, due to cost and side-effects of the incumbent drug, but even that small number grosses $400m for GSK. No way will Lupuzor be dropped.

Eyes on the prize. Approximately five million people are believed to suffer from the chronic and potentially life-threatening autoimmune disease that can be a notoriously difficult to treat. In the last 50 years, only one therapy � GlaxoSmithKline�s Benlysta � has been approved for use, despite its questionable efficacy and serious side-effects. In 2015, the drug achieved sales of over $400m. By 2020, this figure is expected to rise to $1bn.

Lupuzor ticks ALL the boxe. 1. The benefit-risk balance of the product is positive; 2. it is likely that the applicant will be able to provide comprehensive data; 3. unmet medical needs will be fulfilled; 4. the benefit to public health of the medicinal product's immediate availability on the market outweighs the risks due to need for further data. Now, i wait.

Nolupus, that is just childish. You can do better than that.

Reinforcements arrived. Keep it up chaps. I may take some more, if you make it worth my while.

IMM has a safe, effective treatment for Lupus. No serious side effects, eg death. That is plenty to bargain with. Also, there is no need to get carried away with a rising sp. Many of us bought in the low 20s. Just watch and let your profits run. I am in no hurry to cash up. The sp has been trashed by the market taking out stop losses, the fearful and the shorters. It was just a matter of realising that and taking advantage at the time. Now I just wait.

I have not filtered anyone on this board, yet. Pharmas are always talking to each other. We are talking big business here, not your local council street parking committee. LUPUZOR works. It will get a route to market and profit. Just my opinion. :-))