Member Info for leas

Share price movement could not have been better today. Some weaker holders today will have sold not too mention some profit taking.
A close above 92 today will be tremendous. My understanding that defence spending will not be cut, perhaps‘ring fenced’ as any cuts in this world climate would be madness.

Nolupus
The MC is irrelevant to me. Certainly doesn’t influence my observations.. it’s my research and experience of over a decade that does.

Could also be as a result of China easing a little on their strict travel policy. Late on Friday they reduced quarantine by 2 days.
Not great but maybe seen by the market as another source of revenue resuming.

‘ Only a takeover now will save Immupharma now’

Which is exactly what I was saying when the sp was 12p.
I think the aftershock of the last RNS is being fully digested now and even the most optimistic are seeing funding issues on the horizon as any route to market is now years away.

dallo
I totally agree. My point being this was an attempt to flower up a poor news release.

dallo
I have been posting the same since Avion announced the partnership. Imo (yes only opinion) is that TM asked for a lifeline from ‘our friends across the pond’ and the selling to the European Market was the carrot. I think the market saw through that hence the closing price.
All is not lost of course but it will be interesting to see how this develops.
Maybe a nice little earner for TM when he joins Alora

Why was this deal not worthy of a RNS.

Apologies if this has been discussed.

Shred yet. I should add.

Frits
I think Nolupus has shares and he has no need to reply. Not so sure why having shares here it not matters tbh, after all we live in a democracy with free speech.
I don’t personally have shares and my view here has not changed. I still think IMM is being setup to be taken over. In fact good news if your buying at this level.
Nolupus brings balance to this bb which is of course my opinion.

Avion won’t be going bust, that’s for sure but IMM may. A potential multibillion pound drug that will be bought for under 20m. Avion are stringing IMM along. Offering crumbs to IMM investors as their NC dwindles away

The FFA always provide guidance in order to try and get a drug to market. This is a confirmation of further delays that will mean any value cannot be unlocked for several years.
Hope the income that they generate with their partners covers IMMs expenditure. Another confirmation to me that IMM are being lined up for a cheap buyout.
All the best to the LTHs

Strike
Did those sp spikes not occur due the the Spanish asset sale announcement and BA. takeover rumour?
My view is institutional investors are showing interest based on the recovery coming out of lockdowns and world unrest.
Once long haul flights get back to normal the MC will recover accordingly. China fully opening up will be a good day for RR.
Just my opinion of course .

Nolupus
On that we agree. Past experience has taught me that any deal that is done, whether good or bad always favour the BoDs. TM will do very well imo, just hope it’s not at the expense of the shareholders,

Promise to vacate the bb now and see how it unfolds.

Nolupus,
Each to their own I guess, just have to trust your own research and exposure to risk, buying at these levels does favour the risk adverse, whether it is bought out or not.

Nolupus
That is exactly why I sold prior to that readout. I always said that the results based on 5 (from memory) reduction on the SLEDAI scale was asking too much as that has a certain amount of human error.
My strategy was always to sell prior to the P3 as the gamblers came on board. That strategy proved correct.
My discussion with you from memory was the science. I’m still a believer that Lupuzor will come to market as it’s safety record is there to see. I just don’t think it will be IMM that does it as it will be bought on the cheap.
I then moved some profit to HVIVO for the same reasons here and of course they got took out on the cheap too. Their P2 trial for their flu vaccine had outstanding data.
Just tired of so called investors making comments that are posted with the sole purpose of drawing in novice investors.
I see no comments today about the spread. No comments about NT which tend to pop up on the same thread.
I suspect TM will be giving endless positive news when the company needs cash. History does have a tenancy to repeat itself here.

https://www.proactiveinvestors.co.uk/companies/news/907162/amerisur-resources-recommends-242mln-takeover-offer-shares-advance-in-early-deals-907162.html

Maidit, there in black and white. Your attempt to discredit my view by posting dishonest facts only proves to me that you are trying to ‘paint a picture’ of this company is a straightforward investment.
IMM may multibag and I hope it does but there are risks that need to be pointed out for the sake of balance.
Leave you to it but please don’t attempt to bully my freedom to post.
I was posting the same at 12p. If 1 poster thought twice about putting their hard earned cash here when the NC was 50m then that’s not a bad thing.

AMER did not go up to that sp. I had to take the offer. I had a very large number of shares in IMM averaging 21p and sold the lot at an average of 177p.
Some LTHs will know my posting history here and trust me I do ok as an investor.
As posted last week, the only regular poster that ‘knows’his onions’ is Nolupus. Although he only started posting post P3 readout.
As for P4, yes there is such a thing. Although I’m guessing Avion will fund that on the potential revenue.
I wonder how much that will cost. Probably more than IMMs current MC,
Avion will take out IMM on the cheap on the back of a successful readout. Just my opinion of course.
Red or Black :)

You think that IMM are just being played with? Are you an experienced investor with knowledge on how the market worksThe brokers aim is to generate trades, that’s how they make their money.
They are playing around with the bid and ask to see if they can generate interest. Volume is low and the spread is a completely false picture. Not an attempt to put off buyers as some suggest.
Look at the MC is little more than the drinks bill for Morgan Stanley at Christmas.
Do you really think they have to deceive the private investor to get it on the cheap?
This is high risk for private investors, save the nonsense and stop trying to drag novice investors into a high risk share.
I’m a total believer in the science and P140 but the clock is ticking for IMM.

Cuvio
Every talk of takeover or buyout is governed by a NDC
My lay pharma was HVIVO and although there was bb discussion it came out of ‘the blue’
My view is the only way Avion will steal IMM is if the gamble prior to P3 readout.
If P3 going into P4 is likely to be a commercial success then they will have to pay a price that reflects the potential.
My concern is if that P3 is as expected then the BoD do a deal that foxk the shareholders for their own gain.
Again happened to me in AMER. doubled my investment but the potential was very much higher.
Sold at 20p but must have at least a MC going forward of 120p.

You guys make me smile. I know this company inside out and how they operate. Completely science led and a complete disregard for its shareholders.
Their iR is a joke.
My research goes back to over a decade and has given me a good return.
However, the only poster on this bb that has any knowledge of this company and the implications for investors is Nolupus.
I still maintain that Avion will take out IMM in the cheap on the back of a positive P3 readout and any PARM will take time. Time that IMM does not have.
For those new gamblers here that think I want in on the cheap, I was posting the same when the sp was 13p.
Funding to last the course is not there so more dilution is inevitable or for IMM to take a ‘low ball’ offer.
Red or black!!