Member Info for Peterpharma

Maverick, how in anyway does that rns look good lol, no mention of their AS Watson deal which looks dead in the water now, same over at IMM regarding no mention of the Avion deal, if the Nomad forces IMM to clarify the status of the Avion deal this gets very messy very quickly imo

The fact they accelerated the Lanstead deals, if he does use £700k of IMM money for his other company then serious questions need to be asked given IMM made a big loss on their last “investment” in Incanthera, will get an rns tomorrow or Monday either way, todays sell off probably suggests the market doesn’t like a £700k Incanthera investment

The warrants will imo 99% be taken up and IMM will be £700k worst off, Still have enough cash though so can’t see another placing but Incanthera seem to have lost their AS Watson deal so any rise in price over there will be reliant on them doing a new deal… small sell off today so no real alarm bells, however if the sell off continues tomorrow it will be a red flag especially with the uncertainty over the Avion deal, if they do pull out this will open a good 50% lower, that’s the main risk I see for IMM currently

Poor post maverick, the price of the Lanstead subscription is totally irrelevant as they can sell at any price and still make money, if the price was 100p and they sold at 3p they still don’t lose and IMM have already given them their money back!

“ settlements for June, July and August 2025 are accelerated to be received in April 2025 (with the calculation for the 3 months based on the 2023 Lanstead Sharing Agreement formula for the 20 days in April 2025), and that the September settlement is cancelled.” so 3 months worth to be sold in April yeah then the new agreement starts in May, should get a TR1 to confirm Lanstead selling down soon I reckon, 16% over the next 8 months to sell so Timothy better spend less time talking this up on crappy podcasts and more time delivering a deal given he has hinted at one been imminent for years

We are agreeing spantrout, they gave them £75k to extend the warrants until 31st March, wouldn’t make any sense to pay to extend them again, they aren’t really in the money either on them at 9.5p so I’d agree the £700k would be better spent on IMM R&D, but Tim has form here

Spantrout you have done this before where you say I’m wrong and I have then gone on to make you look stupid… they got £1m from the normal placing, so this is enough to cover the warrants… to ensure they have enough cash to cover R&D and Admin costs for 2025 they accelerated the Lanstead payments so all payments would be made by end of 2025 therefore ensuring this is a going concern for 2025, if they had spread the payments over 24 months like usual and spent £700k on warrants for time other company they would need to raise more cash etc. it’s pretty much nailed on that they will execute the warrants, Tim gave them millions years ago and then sold the holding at a loss, so I don’t see why this time will be any different, cuspy cuspy

What if incanthera need the cash? Tim won’t hesitate to pump cash into Incanthera from the IMM pot if he needs to as he has done twice before, the Lanstead deal was accelerated so they had enough cash to do the warrants imo, but Incanthera looks to have lost the AS Watson deal as no mention of it in their last rns, same as Avion here, Tim likes to go quiet on the big details

As long as they don’t do another massive discounted placing I think that’s the thing investors are worried about as you say retail aren’t interested they have been shafted too many times

But would you walk into a board room and be able to take Peter and Vlad seriously? They need new board members with financial clout asap imo

Tame reaction to todays news, the last placing at 180p really did kill this company as no one has any confidence in the bod imo, if an rns like today won’t budge the price then a raise much lower to fund the future of the trial looks nailed on

Good girl no no no, it was 2024 year of delivery remember he said it in the March 2024 interview, “really are now on the cusp” your getting yourself all confused lol

Is Alexis Vlads wife?

Well the last apparent institutional investor took 10% of the company so where is the TR1 rns Vlad??? Or was the institutional investor actually a broker… the fact all those who took part in the CLN are totally silent suggests something is going on in the background imo, I would definitely buy in if there were board changes as I like the science and MD Anderson clearly do too so it’s not a dead duck, it just needs to be managed properly

Stop letting them close their shorts out in placings then it’s quite simple then they wouldn’t do it, vlad is enabling it imo but accepting money from these guys so they can close out

When a share acts like this when news is due it’s often due to shorters getting the heads up, and let’s face it this company’s reputation is finished imo, would not be surprised to see another placing pop up now the last one has been flipped

Point been Avion have been supposed to start a phase 3 Lupus trial since 2020 and it’s now radio silence even though they own the entire US rights, so it is a valid topic and not Irrelevant, I’m sceptical your a believer that’s what makes a market

Yes I agree with you, it’s just very relevant what’s going on with Avion as they stated in 2020 they would commence a phase 3 trial in Lupus and pay for it, since then nothing has happened yet they still own the full US rights so a deal WILL have to involve Avion as Tim can’t do a deal on P140 with a global pharma and then say oh btw that doesn’t include any of the rights for the US we don’t own them, clearly Avion own the most valuable part of the P140 rights so what will it take for them to give them up, because they don’t look to be starting any trials given its 5 years and still SFA

Lol what are you talking about? The fact details of the Avion agreement are in the Avion agreement document, Avion own all US rights, the highest market in the world and so far have spent SFA, nice work if you can get it, so Avion will have final say on any deal that may or may not be done that’s a fact

Irrelevant? “ Avion will also have the right to explore clinical development for other auto-immune indications within US territories. Additional milestone payments of $5 million will be paid to ImmuPharma for each disease indication, outside of lupus, receiving regulatory approval.

Trademark Agreement

The Trademark Agreement is between Avion and ImmuPharma AG, a subsidiary of the Company.

The Trademark Agreement allows Avion to use various trademarks in connection with development, manufacture and commercialisation of products under the Licence and Development Agreement.”

Hardly irrelevant they own all US rights which is by far the biggest market