Member Info for ogm4

Lilly, Repertoire enter up to $1.93 billion deal to develop autoimmune therapies

By Christy Santhosh

January 29, 202612:31 PM GMT+1

Updated January 29, 2026

https://www.reuters.com/business/healthcare-pharmaceuticals/lilly-signs-up-193-billion-deal-with-repertoire-autoimmune-therapies-2026-01-29/

Thanks for your update SYN00GOLD, much appreciated.

All sounding very positive then with negotiations still in full swing.

250,000 buy 7.0p at £17.5k it looks like

Hot Picks: Biotech sector draws investor attention ahead of key data

By BNN Bloomberg

Published: January 26, 2026 at 3:10PM EST

https://www.bnnbloomberg.ca/investing/hot-picks/2026/01/26/hot-picks-biotech-sector-draws-investor-attention-ahead-of-key-data/

Welcome on board mate

Good to see the share price has been very stable over the last two months.

£15k delayed trade 6.90p

from this morning

Https://www.biospace.com/drug-development/biotech-investors-bet-on-a-2026-rebound-as-deal-activity-accelerates

20 January 2026

Come Together: Pharma M&A set to accelerate in 2026

https://think.ing.com/articles/come-together-pharma-ma-will-accelerate-in-2026/

It is obvious IMM won't sell themselves cheaply. Massive market opportunity with plenty of other multi hundreds of million deals set as example.

Multi billion takeover. Note the data from the phase IIb trial for ozureprubart is expected in 2027, in other words they haven't completed phase II yet!

https://www.gsk.com/en-gb/media/press-releases/gsk-enters-agreement-to-acquire-rapt-therapeutics/

$2.2 billion takeover

Wow, impressive!...

Interesting, Alzheimer disease might also be linked to the autoimmune system.

https://www.sciencealert.com/alzheimers-might-not-actually-be-a-brain-disease-reveals-expert

Https://www.novartis.com/news/media-releases/novartis-ianalumab-receives-fda-breakthrough-therapy-designation-sjogrens-disease

Another relatively stable week ahead it seems.

Awaiting news probably in Q1, not long now.

Humira's global revenue was around 22 Billion USD around 2022

AbbVie's Humira blockbuster / anti-inflammatory drug lost market exclusivity two years ago. AbbVie's current market cap is at a mind blowing (I suspect at an all time high) peak of 383 Billion US dollars. They seem to have been doing very well over the last few years with sustained growth figures, i.e. last year a solid 8% revenue increase. They seem to have big plans aiming for 2030 and beyond. I guess they must be eager by now to replace their 'golden cash cow' Humira with other first class products and innovations. Recently there has been a lot of momentum going forward with new partnering and investments. It would not surprise me if they have already actively joined Immupharma's data room under signed NDA agreement as no doubt there will be mutual synergies and opportunities for both companies.

Below articles all from a few days ago:

https://www.fiercepharma.com/pharma/fierce-pharmas-jpm26-tracker-day-3

https://www.reuters.com/business/healthcare-pharmaceuticals/abbvie-plans-build-out-its-presence-obesity-market-2026-01-14/

https://www.contractpharma.com/breaking-news/abbvie-remegen-partner-on-novel-bispecific-antibody-for-advanced-tumors/

https://procurementmag.com/news/abbvie-commits-100bn-to-us-medicine-supply-chains

https://www.europeanpharmaceuticalreview.com/news/270207/abbvie-bispecific-antibody-remegen-licensing-deal/

and so on...

AbbVie and China’s RemeGen kick off year with $5.6bn oncology deal

The pair have signed a licensing agreement to develop, manufacture, and commercialize RC148, a PD-1/VEGF-targeted bispecific antibody.

Millie Nelson, Editor, Partnering and Investment, BioXconomy

January 13, 2026

https://www.bioxconomy.com/partnering/abbvie-and-china-s-remegen-kick-off-year-with-5-6bn-oncology-deal

So Avacta Phase 1 trials market cap being £252 Million, which is well over 7x times Immupharma's current market cap.

Talking about IMM being undervalued!...

Interesting comment from a certain poster on a d v f n today