Member Info for Laura2022

Should open blue

07-May-26 12:18:44 1.05 4,600,000 £48.30k

07-May-26 12:21:09 1.05 4,738,763 £49.76k

08-May-26 16:00:06 1.25 875,000 (a massive premium to the 1.10p ask on Friday)

What a strange thing to do

To suddenly pop up on GENI after years on ROCK and or insulting posters on another board

Filtered

QHE touching moving average for 1st time since placing

Macd breakout tomorrow too

Wonder if it coincides with news /RNS

best wishes

Then stick to ROCK then

Assume:

• Pre‑Lanstead total shares: 500m

• Lanstead subscription: 100m new shares at 6p

• Post‑Lanstead total: 600m shares

1. Structure we’re using

• IMM pledges £6m to Lanstead.

• Baseline: 20 equal “installments” of £300k each, if Measured Price = 8p.

• Actual cash to IMM per month ≈ £300k × (Measured Price ÷ 8p).

Assume the share price is constant at 50p over the 20 months due to P140 licensing deal coming with £300m cash and share price stays at cash value.

For IMM and its existing shareholders, a sustained 50p share price under this structure is extraordinarily positive.

Using the simplified 2026 setup we’ve been working with:

• 100m new shares issued to Lanstead at 6p, taking the total from 500m to 600m.

• £6m is pledged into a 20‑month sharing agreement with an 8p benchmark and £300k “baseline” per month if the price is 8p.

Equity value at 50p

• Total market cap at 50p = 600m × 50p = £300m.

• “Old” shareholders’ 500m shares = 500m × 50p = £250m.

So even after the Lanstead dilution, existing holders collectively own around £250m of equity at 50p.

Sharing‑agreement cash at 50p

With the share price at 50p throughout the 20‑month term:

• Price ratio vs benchmark = 50p ÷ 8p = 6.25.

• Monthly cash to IMM = £300k × 6.25 = £1.875m.

• Over 20 months, IMM receives ≈ 20 × £1.875m = £37.5m from the Landstead sharing agreement.

Against the £6m originally pledged, IMM is effectively up about £31.5m on that contract alone.

What this means for IMM

Under my “P140 £300m upfront, 50p share price” scenario:

• Existing shareholders see their stake in IMM worth about £250m at 50p, versus a much smaller value pre‑deal.

• IMM’s treasury is boosted by around £37.5m of cash from the sharing agreement instead of just getting its £6m back.

• The combination of large upfront licensing cash, re‑rated equity, and levered sharing‑agreement inflows means IMM is more than fully funded and can pursue further R&D or deals without needing additional equity raises at low prices.

ImmuPharma PLC has confirmed that a number of parties have signed Confidential Disclosure Agreements (CDAs/NDAs) as part of the ongoing partnering discussions for their P140 autoimmune platform.

Ongoing Discussions: The company is actively working with potential partners in discussions that are described as "detailed and time-consuming," covering scientific, technical, and commercial aspects of P140.Negotiation Strategy: CEO Tim McCarthy has emphasized a focus on securing a high-value partnership deal over acting quickly, with the aim of achieving the best outcome for shareholders.Progress: Recent positive results from a new study have increased the robustness of the dataset for the P140 programme, which is being used in these discussions.

The 1st of those 3 is the First Equity increase

The 2nd large one may well be another increase for them or someone else

27th March

Crystal clear for those who actually want to read/believe

P140 partnering discussions

As reiterated in recent announcements, P140 remains a core value driver for ImmuPharma. The Company continues to progress discussions with a number of potential partners, including under signed confidentiality agreements. The management team also attended the Bio-Europe Spring healthcare event in Lisbon this week, where a number of meetings were held in relation to P140. ImmuPharma remains focused on completing a value‑enhancing licensing deal in 2026.

Halfbutt

He HAS said discussions are progressing...ita crystal clear in the RNS

The structure of the Lanstead subscription provides a mechanism through which the Company may potentially benefit from future share price performance, with the 8p Benchmark Price acting as the reference point for returns under the Sharing Arrangement. The Board therefore believes that continued operational progress and news flow relating to P140 and Kapiglucagon, have the potential to support value creation over the period of the agreement.

Importantly, the successful fundraising extends the Company's cash runway to at least H2 2028*. This strong financial leverage enhances our ability to negotiate a P140 licensing agreement from a position of strength, while also providing the flexibility to accelerate the Kapiglucagon program and selectively invest in earlier-stage pipeline opportunities.

Should say "news" of course

07-May-26 12:18:44 1.05 4,600,000 £48.30k

07-May-26 12:21:09 1.05 4,738,763 £49.76k

08-May-26 16:00:06 1.25 875,000 (a massive premium to the 1.10p ask on Friday)

Hope that person doesnt mind me re posting this kindly

cn100

Posted in: TRLS

Posts: 1,308

Icahn school of medicine at Mount Sinai30 Apr 2026 18:42

Surely the Icahn school of medicine who is the largest shareholder here will come in with a loan of £2-£3m which will see them through for 12 months. Cancel the CLN with Alumni with immediate effect and then Trellus can continue with their work for the foreseeable??

Info on the largest shareholder from chatgtp:

The Icahn School of Medicine at Mount Sinai doesn’t have a public “market value” because it’s a nonprofit medical school, not a company traded on the stock market.

But financially, it’s very large:

* Endowment: about $866 million (2023)

* Total assets: about $4.26 billion

* Net assets: about $1.5 billion

* Annual revenue: about $4.16 billion

A big reason the school became so wealthy and well known was a $200 million donation from Carl Icahn in 2012, which is why the school was renamed.

So if you’re asking “how much is it worth,” the closest estimate would be:

* roughly $1.5 billion in net worth/assets after liabilities, or

* over $4 billion in total assets overall.

Cn100

The glimmer of lights are

1: "temporary" suspension

2 Consequently, the Board has engaged corporate restructuring advisers to protect stakeholders' interests, and the Board is now evaluating all options including the sale of Trellus Health Inc., the Company's US subsidiary

It was a risk I outlined CLEARLY in my posts last week and I was accepting of that risk

I acrially agree with yourself and Redhammy that behind the scenes they could not allow £50k of CLN to destroy the share price due to "market conditions "

Cn100 mentioned previously maybe a loan from supportive major holders ?

16:00:06 1.25 875,000

Delayed trade

1.25p!

Cleared things:)

Background to GENinCode plc

GENinCode is a genetics company focussed on the prevention of cardiovascular disease ("CVD") and the early detection of ovarian cancer. Significant investment has been made in technology and product development to advance the Company's mission of improving patient outcomes through predictive and preventive care. The Company has recently announced it is working with its partner, Thermo Fisher Scentific, to support its revenue scale-up and expansion strategy for its lead product CARDIO inCode-Score across Europe, the UK, and the United States which will assist the Company to transitioning towards break-even over the medium term.

CVD is the leading cause of death worldwide, responsible for over 17.9 million deaths annually, which equates to approximately 31% of all global deaths (World Health Organisation). With the global annual cost of CVD projected to surpass $1.04 trillion by 2030, the directors believe there is an unmet need to accelerate the adoption of genetic testing as an adjunct to the current standard of care. The directors believe GENinCode's proprietary solutions address this unmet need by integrating genetic and clinical data to improve risk prediction, risk assessment, and personalised treatment pathways for CVD and related conditions.

Now sell price up to nearly 8p for 250,000

They

1) aren't

2) dont profit until 8p