Member Info for Onetomany

@CauldStream7 if you take legal advice you’ll find that it is treated exactly the same. There are steps to follow, one of which is a court order to reveal their identities and also LSE have to receive a formal notice regarding ISPs, posts, identities. You can check it out o with wontogo as I think mentioned his kids are lawyers. I had 60 mins e-meeting on it so it is very clear to me.

Cauldstream I think LSE mistakenly removed threads when they were removing offensive posts. I gave my logic and rationale in detail. Earlier today the summary of same. None of us know and we are giving opinions. Iv missed the robust logic on the £5-25 estimates. Seems a bit far fetched from 6p but alot of things are possible.

No need to be so offensive Bob. Not worth it.

@Prof I don’t believe it will. Maybe the milestones that are not sales dependent. We are talking about a product that doesn’t yet have a patent and hasn’t yet been proven to a success. Hence there is huge risk on the future elements of any deal. That’s a fact however I could be wrong and institutions do buy heavily and push the price up. For sure none of us are going to move the needle even one penny.

Who said 2045 ? If they do a deal by July then P3 trials start hopefully by end of year. Those take 12-24 months so you are 2028/29 yeah? If, and it is an if, they are successfully then how long to develop a commercial treatment ? I don’t know on that but expect a couple of years ? So definitely 2030-2035 for revenue / royalties. Hence I’ve said the market will likely value the share at or just below cash level. Possible premium depending on how robust the and near term the milestones are. That’s where I derive my 20-30p from, expecting Tim to hit the upside of the up front payments he merited in those interviews. $100-150m.

That’s my logic and it has been unwavering. Sincerely hope it’s wrong too.

But £5 I would be highly grateful for. Would be £8.4m profit for me. Maybe that’s why I’m seeing it as highly unlikely. I still think 20-30p is logical but an outright takeover is a different kettle of fish. That is definitely the preferred option for me as I would be looking to exit this year, deal or no deal.

Well Bob I’m not seeing that or how a small PI with buttons invested can influence a market.

@Bob it’s good see decent posts about IMM only. You share a lot of very bullish references but ultimately the pharma scientists will determine whether this has potential to be commercial or not. Working out the value for a commercial product will be easy for them - once they know if the product will likely be a success and what value they put given the scientific risks that they determine.

I’ve said all along that Tim needs to negotiate for as much front loaded deal as possible as the milestones will be years away and royalties in to the 2030’s. Good if you want to be in for 10 years but not if you want to exit soon after the news. The market won’t immediately place much value on 2030 ‘possible’ revenue

So you’re quite optimistic then BP ?

@monte that was a lot of nothing. Please refer to my post on evidence

This board is only IMM, let’s keep it there please.

@marty we need to sift through it all. Have you ?

Let this board be only about IMM, as per LSE rules. Side shows will take their course.

So what is next guys with IMM? Holding 1.7m share and really want it come good

Too many posts that are not about IMM. Let’s discuss our prospects. What has been posted is now documented history so let it be that

Bob we all want to agree but why no deal yet ? Don’t forget 5th September that any time between that day and end of year

Any thoughts on this from IC ? I don’t like it, hope its wrong

Doesn’t rain where I am so I never enjoy this experience

Just found this but not sure the analyst. They are predicting 2.9p next year which kind of lines up with that chart ish that MrRSoul shared link. Will dig deeper.

https://markets.investorschronicle.co.uk/data/equities/tearsheet/forecasts?s=IMM:LSE

Exactly lets discuss it make more. No need to refer to ongoing crap with OTM. The ‘crap’ is the torrent of abuse of over 100 offensive posts. If I see short term downside that is not a crime and I can post about it. As a reasonable sized shareholder, I want success as much as any other genuine shareholder.

I toyed with getting in last week but still on the sidelines. Have done some research and does look compelling. Looking around at a few potential 5-10x opportunities to sink some funds in to. If GEX spikes again next week I will sell my 500k ish there and most probably put some in 80M