Member Info for rebarm

Wildbunch,

A touch of sanity on what is becoming a stressed out BB. Totally agree with your summary. What will be will be and nothing a PI can do to influence no matter how many emails or calls made to Lisa!

See you at the AGM in June if no prior buyout

Why do investors keep pestering this lady with the same monotonous and repetitive questions?

Surely it is understood that she is unable to provide any information over and above that which is already in the public domain?

IMM has a small team fully engaged in negotiating a good deal for p140 to the benefit of shareholders. Undoubtedly Lisa is actively involved. Stop wasting her time and let her get on with her job!!

Thanks Vas. Another great piece of info

Opulentia,

who wrote the report and what was the publication date?

PBX issued RNS regarding sp movement!

Why would they xviolet?? Avion already contracted for p3.

If they are sells then probably MD bailing out!

AQ/Toyin,

Many thanks, excellent posts from you both.

Nettles,

"I'll consider to be somewhat untrue". I would be tempted to change the "somewhat" to "totally"

A pharma licenses p140 for 10 years. benefit of doubt and assume the indication is SLE so only p3 is required plus FDA review and approval plus commercials and all things merchandising. An absolute minimum therefore of 3 years before the licensee starts to generate any real revenue. The pharma needs an extended patent to recover costs, massive, and start profiting from their investment. 10 years doesn't come close to enabling that.

By the way, you clearly don'y know much about IMM, p140 etc but, for your information Avion is already contracted to deliver the p3 trial for SLE and take it through the FDA approval process. Are they part of this mysterious 10 years if not how would they be factored into the programme?? Any other indications would require p1, p2, and p3 trials albeit the first two parts could be shortened by "borrowing" learnings from the early stage SLE trials. Put your own timescale on that but would suggest absolute minimum of 5 or 6 years

IMO, defo a ramper of some description playing silly games.

OTM

If there had been any changes to the Avion licence agreement of Nov 2019, we would have seen an RNS. Nothing has changed, therefore nothing to clarify.

Reasonable to assume that Avion is involved in any current negotiations. Unlikey that they will want to give up their agreement given it's worth a lot more to them now.

Well said

Thanks again Vas,

As shareholders, all we have to do now is sit back and hope that Bleepa is part of the "preferred option"

Not long to go now!

Hi Vas,

Many thanks for the earlier information.

I hope the two are complementary rather than competitive as that would surely sideline Bleepa

It appears to me that Miya is the connector or platform which will integrate Bleepa with other NHS apps. However, when you read a description of Bleepa it is also described as a communications platform!

We shall see.

Nice to see recent positive sp activity. Long may it last!

Prof 1, 4 programmes to note, 3 of which referenced in RNS 18th Nov. 2021 but little or no substantive info since.

- p140-CIDP supposedly ready for Ph2/3 trial a with aim of registering trial in 2022 and potential for orphan drug desgnation

- BioGlucagon as referenced by you

- BioAMB and BioCin. Both anti-infective candidates in preclinical stages

Your post regarding BioGlucagon is with information dating back to 2020. The above is 2021. Why the prolonged radio silence?

Probably limited resources focused on p140 developments for autoimmune indications and no bandwidth for other programmes?

Thanks IB for the link and Vas for more detail.

Keen to understand if this EPR solution is an integration API or a suite of applications. If the former then less likely to be an FDBK threat but then if the later could be.

Checked out Alcidion's website and their solution is based on a platform, Mya Precision. Can't make out if it is the application glue for EPR or a suite of applications that might include a Bleepa challenge. Any idea?

Thanks skychap, a good find. Also for follow-up links from Aquae and martinu.

I hope this signals the opening of the product announcement floodgates and we can look forward to a serious sp rerating. This coming week will be interesting!

Thanks marc001. An excellent read

Thanks to Marc001 on TCF

https://www.cnbc.com/amp/2026/01/07/big-pharma-race-to-snap-up-biotech-assets-as-170-billion-patent-cliff-looms.html

Fascinating article in today's DT. It's behind a paywall but if you have access well worth a read.

https://www.telegraph.co.uk/health-fitness/conditions/heart-health/billionaire-surgeon-wants-to-fix-healthcare/

Billionaire cardiovascular surgeon who has revolutionised segments of health care in India using technology is planning a similar overhaul for the NHS. Is this competition for Bleepa or complementary to Bleepa?

Hi Vas,

Many thanks for the excellent posts of late and accompanying links.

Interesting times for sure and maybe, just maybe, we will see contract details in the not too distant future.

My major concern now is competition. Whilst claims made by TO would suggest that there is no competitive offering likely to replace Bleepa in those NHS solution areas for which we are bidding, the slow pace of decision making has given competition time to develop and promote an alternative. In particular, I am concerned about the Chinese who are particularly adept at copying IP and positioning cheaper alternatives. The UK Govt and Whitehall, are, unfortunately, prone to adopting Chinese solutions no matter how risky from a security standpoint. I would imagine the Chinese would love to infiltrate the NHS