Member Info for MysticMike

AllThatGlitters Lisa is the Investor Relations Director and very approachable but you won’t get anything new from her she is very similar to Laura2022 and just says the same things over and over until something new is focused on like Kapiglucagon

Mardler they would not need to tell us if they had ceased to happen, however if asked by shareholders or an update before the AGM they would need to give an update on the latest position on discussions. In the end they did promise more comms to shareholders unless they only meant Avion and Lanstead.

IMO even the Walt’s and board police would like an update unless they like being in the dark?

MrR agreed we should email between 8-9 on Monday if there is no RNS with one request, an RNS confirming that discussions with several parties on P140 partnering are still going on and have not ceased.

I see my post has been removed again by the Walt’s who don’t like the worries that most of us have with really bad board of directors and discussions board.

Nettles I hope you are right we could do with some great news. Either a deal, heads of terms or Tim's retirement.

J.kemp make their conduct over the last 7 years the pharmas must be asking why when you have had FDA guidance and approval have you not started phase 3?

Spantrout i'm more concerned that 4 people have recommended Laura2022 message, that is very scary. Before the AGM I would not be surprised to see an RNS stating that Immupharma have had lots of interest in Kapiglucagon and the BoD feel there may be a deal with that before P140 it's just a gut feeling the did the same with CIDP.

I think of P140 as being an old mansion that’s been around for a while and at the moment we are trying to find a partner to develop the property but some of the partners don’t want the risk of developing it (Avion) others would like a part of it but not all and some would like to buy us out to avoid costly royalties in the next 20 years. My thoughts are there are a couple who would like a piece thus reducing their risk and others would just sit back and wait for the trials to start and see the outcomes. Yes they would have to pay more to then come on board but that would be better for Immupharma. We either have a mammoth project or one that just does not stack up. If the BoD just gave us an update that many discussions are still going on then we know it’s a mammoth if we hear nothing then it’s a worry.

Our problem is that Tim has been too reckless by making predictions he could never keep he has done the same at Incanthera and they have all but gone out of business. The quicker he leaves we can bring in someone less reckless who can earn their salary, this is what annoys me the science is very good but we have someone who just cannot deliver on his promises.

Morri940 'regular' for Immupharma means once or twice a year, just like dilution means more time to take a very large salary for working part-time. The Nomad must be giving them guidance on what they can tell shareholders so it could be they are not seeking advice. What would be nice is repeat confirmation that they are still currently in discussions with several pharma's at least we then know they have not filtered out like they usually do with Immupharma. They will try and divert everyone's attention to a 2 year project Kapiglucagon now hoping people will not th8nk too much about P140.

To get the share price going up towards the 8p I believe Tim and the board only have 3 options - 1. Give a detailed update on discussions 2. Get Avion to start phase 3 trials for Lupus and 3. Announce the signing of a heads of terms.

Silent mystic I don’t think it will go down to 1or 2p but if it went to sub 4 I think Tim’s head would be called for especially after his deal promises in 2025 and then early 2026 (new year) the only way he can come out with any credit is to get a mega deal if it was a mediocre deal after all these discussions last year since Feb 2025 until now then it would be a failure to deliver.

Well let me say Tim does walk on water and he has delivered for 40 years and gives all shareholders comfort that he looks after their investment in Immupharma and his salary is a lot less than it should be because he’s doing both jobs part time. We should be grateful that he keeps us in the dark during inactive periods. WAIT just awoken from those delusional thoughts but think I should still share hopefully a smile to your face. But let’s remember all those who suffer from Diabetes 1 and who are looking forward to Kapiglucagon in 2 years and the Lupus suffers who have lost hope in the boards ability to not deliver their cure.

Today's RNS is good news but let's not forget that the board are very good at giving false hope as I've said before today is the anniversary of one of 5heir best broken promises and if they had actually had delivered their promise this is what the analyst estimate the sp today.

While hypothetical share prices are speculative, professional analyst models and historical market valuations provide a framework for what ImmuPharma PLC (IMM) could have been worth. The 4th May 2022 announcement specifically confirmed that its lead drug, Lupuzor™ (P140), had met key pharmacokinetic (PK) endpoints, theoretically clearing the path for its final Phase 3 clinical trials.1. The "Success Case" Valuation (£1.40 – £3.45+)If the program had progressed as originally intended in 2022 without subsequent regulatory pivots or delays, valuation models often point to significantly higher levels:Analyst Projections: Some bullish community and analyst perspectives suggest that a proven, effective Lupuzor™ for Lupus and other autoimmune conditions (like CIDP) could justify a market capitalisation of £1 billion to £25 billion.Implied Share Price: Based on the current ~624 million shares in issue, these valuations would translate to a share price between £1.40 and £3.45 per share.Licensing Value: Successful progression typically triggers significant milestone payments and royalty agreements (often estimated at ~30%), which would have drastically altered the company’s cash position and eliminated the need for recent highly dilutive fundraisings.2. Historical Context and Current RealityThe actual share price today is 4.14p. To understand the "gap," it is helpful to look at how the 2022 momentum was lost:The 2022 Setback: Following the May 2022 announcement, the FDA requested a move to much higher dosing and a new "adaptive" Phase 2/3 trial design in September 2022, effectively resetting the timeline.Dilution Impact: Because the drug did not reach the market or a major licensing deal, the company had to issue more shares to fund operations. Shares in issue rose from roughly 250 million in late 2020 to over 623 million today. This "dilution" means each share now represents a smaller slice of the company than it did in 2022.

Laura2022 why are you so deluded to say that Lanstead have stumped up so much when they have not The ways it’s going Immupharma’s first monthly payment of the 20 is like to be £150k I would love it to be more but it won’t. The board need to give us an update. Perhaps the market has heard nothing is happening following discussions and partners have gone away. If the board came out and said we are still in discussions with several potential partners that would be great.

I wish it was one part that only happened once or twice but not every time Tim promises anything can you share with us apart from Tim delivering further dilution Tim has delivered. If he was paid on deliverables his salary would be very poor. I don’t believe we are getting value for his salary and a new CEO is required someone with some credit with big pharmas.

If enough of us keep reminding Tim and board we may get some updates coming through on things not related to discussions eg why they were broken and not achieved. All the blinkered people are annoying why would they not want the answers unless they have other motives. It looks like we will only get £150k in our first month from Lanstead so if it continues too long they will need to raise more.

Wigwammer I will keep repeating until the board either gives us answers or delivers on their promises. There are many of us who have invested over several years and topped up after these promises have been made. Yes it’s bitterness towards an uncaring CEO who cannot deliver, so let’s get someone else in who can.

If Tim was a football manager and May being the end of the season he would be sacked for the following reasons non delivery of promises made and the business making big patent announcement and the share price still flounders due to market not trusting CEO