Member Info for Marty130

Agreed

Agreed 100p is feasible..

So we're expecting a billion sterling deal!!

It has closed 67% down.. FACT!

Don't believe it closed 67%

Why! The ftse is down nearly 70% today, due to Trump's threats.. Nothing any CEO can do in these circumstances. Yes its painful, if you can't cope with paper losses, you really shouldn't be trading..

This will come back in coming months, the bulls will get the better of the bears..

Https://www.proactiveinvestors.com/companies/news/1085472/renalytix-expands-us-footprint-with-three-new-clinical-partnerships-1085472.html

Investors scared off today.

Trump's at it again smashing the markets with tarrifs threats of 10 and 25%, markets down as a result..

They did a consolidation.

50p, is not probably more realistic by end of 2026, as more deals are announced..

That's my premise, they will deliberately hold back a deal until SP drops to 2p... Seen these shenanigans before.

Good point.

ImmuPharma attends the J.P. Morgan Healthcare Conference annually (including January 2026) to secure global partnerships for its peptide-based therapeutic pipeline, especially its P140 platform for autoimmune diseases, aligning with high industry demand for such assets, with CEO Tim McCarthy leading efforts to establish licensing deals and generate investor interest in their novel immunology treatments, though specific "deals" aren't announced during the event itself, but rather discussions are initiated.

Key Takeaways from ImmuPharma's Participation:

Strategic Goal: To find partners for its P140 program (targeting lupus, CIDP) and other pipeline assets.

Focus Area: Immunology and autoimmune diseases, a hot sector in biopharma.

Activities: Taking meetings, presenting the portfolio, and leveraging the event's partnering opportunities.

Timing: Attending alongside the Biotech Showcase, another key investor and partnering conference.

Industry Context: The meetings occur amidst strong investor interest in immunology, with many large licensing deals happening in the sector.

What to Expect (Past & Future):

No Immediate Deal Announcements: The conference is for initiating talks, not usually for closing major deals.

Post-Conference Updates: Follow-up announcements regarding progress in partnership discussions (like the P140 program) are typically released later.

In essence, ImmuPharma uses the J.P. Morgan conference as a vital platform to market its science and find global biopharma partners, rather than a place to announce completed transactions.

Https://finance.yahoo.com/news/biotech-biggest-stage-renewed-excitement-064300493.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAMjMPt7Q2Hot6_P8wYJb-1N5iZstRiUtLFJ2kBPpa8uCo1GEtFvRrBVSXWtVCEeTrXzd1BYE3AKN0_p_RmfpDUK_esbWavq4cxPjSTnkwQVWcSrpBglpyEXU0-bsh3oTjR4yCGAmuBP4opEtXaUIqfisll0QqoOM2lyGL32c2k_P

So why don't you cut n paste a copy...

The first half of 2025 saw robust activity in the autoimmune space, with high-value R&D partnerships, strategic M&A deals, and strong venture funding, underscoring continued investor and industry interest despite shifts in deal structures and declining upfront payments. In R&D, Syneron Bio and AstraZeneca announced a March deal worth up to $3.4 billion, while Earendil Labs partnered with Sanofi in April on a bispecific antibody platform for IBD, with up to $1.7 billion in milestones. WuXi Biologics and Candid also signed a January agreement for tri-specific T-cell engagers, potentially worth $925 million.

On the M&A front, Alumis acquired Acelyrin in a $737 million all-stock transaction completed in May, expanding its pipeline in thyroid and neurologic autoimmune conditions. Paratek also completed its $330 million acquisition of Optinose, adding approved assets for CRS and migraine.

Venture funding remained active, with Abcuro raising $200 million in February to advance its Phase 2/3 IBM program, Timberlyne Therapeutics securing $180 million in January to develop a CD38-targeting antibody for autoimmune diseases, and GlycoEra closing a $130 million series B in May to progress its IgG4-targeted degrader and expand its immunology pipeline.

@rodger

Still there, thanks for reposting..

Agreed, was too close to the bone.. I never post anything offensive.. The same post was mistakenly posted in Hvivo, which is still there..

Sorry wrong company, was meant for immupharma...