Member Info for rollo5

Agreed, a 400% increase in director remuneration is an outrageous reward for failure.

Get a deal done on P140.

Voted against.

Long time observer.

A couple years ago, seasoned visitors will remember a poster here who talked down IMM 2-3 times per day. It was targeted, professional - perhaps paid for (but lanstead would not be so stupid), perhaps with the intention of picking up shares at 2p before the inevitable rise to 19p.

As that rise commenced, said poster flipped their position to bullish, and rode an 800% increase - at which point they disappeared.

Shortly after, another account appears - again with a professional, targeted attack every day on IMM. Very much the same style and playbook.

Fascinating that this account has now too flipped, and forecast a quick 400% gain from IMM.

Really interesting this one, Trellus normally release monthly but broke their release cycle for this new version 1.133.0 released a couple days ago. APK analysis shows minor changes - mainly app performance specifically loading time (unlike the previous releases which had enhanced functionality). There is no reason to rush this one through unless something big is about to happen.

The app downloads have ticked up recently (last week) which supports the company's statement that JnJ success metrics were met and rollout would be expanded.

There is zero chance JnJ support this expansion if Trellus do not have funding in place. Zero.

Furthermore, the latest app analysis (latest release two weeks ago) shows myriad platform improvements geared up for enterprise multi-tenancy and scale (I have listed these out extensively already)

In addition - Trellus staffing levels have not changed and their employees are not looking for new roles.

It's happening - and genuinely I can see this being a 10x-15x by end year.

Consistent price increase over the last month or so - some kind of steady accumulation going on before it flys

Can anyone get a quote to buy?

Https://www.linkedin.com/feed/update/urn:li:activity:7373717433636847617/

had gone quiet, new content here

Yes of course you would exercise them. They are all priced at 2p. You don't have to sell them (you probably would, nice 500% return), but you would exercise them.

It's the drip feed of warrants that is killing this, Tim needs to encourage all 95m to execute right now, get it off the table (and the associated drip feed of RNS, at this rate there will be another 100 or so RNS about warrants). then we can go up

Same as last month, I pulled the September 15th version 1.131.1 and analyzed the APK vs August release 1.129.0. It's only iterative but still, there is a LOT of development work happening RIGHT NOW. Here are the top changes:

Clipboard Support (react-native-clipboard)

New ability for users to copy codes/links.

Business meaning: smoother onboarding via access codes, or referral sharing for growth.

Progress Tracking UI (react-native-progress-view)

Added library for progress bars.

Business meaning: visible program adherence/milestone tracking, strengthens retention and payer outcomes reporting.

Timezone Handling (moment.js warnings)

Evidence of time zone fixes.

Business meaning: reliable reminders across international geographies → supports global contracts.

Background Job Handling (WorkManager expansion)

More AndroidX WorkManager classes.

Business meaning: stronger adherence reminder reliability, billing retries, or offline sync.

Persistent Storage (DataStore expansion)

New AndroidX DataStore classes.

Business meaning: more resilient local state handling (user sessions, progress, billing state).

Jetpack Compose Increment

New UI classes added.

Business meaning: refreshed or more flexible user interface components, possibly for progress/adherence journeys.

New API Endpoints Referenced

Fresh URLs embedded in the build.

Business meaning: backend features rolled out, likely tied to onboarding or progress tracking.

Again you just don't do all this if you aren't certain. The team is locked in and getting ready for enterprise scale.

Weird battle to be honest. Warrent execution won today with about 2% of what's outstanding. But I'm backing Tim long run. Ideal world, all warrants are done in next week or two (along with Incanthera execution end Sept) and then we are released upwards.

This was me, thought I'd pay off the mortgage. Still holding the rest!

This is all about timing now. if the next few RNS are all about warrant executions then this goes back to 10 on sentiment before recovering. If the next RNS is a deal then it goes above 30.

Suspect that warrants are being executed and sold today at this level, hence the stability? but if they've cleared through 24m already it will be all be gone soon and then just upwards

I have been averaging up over the last week and will continue to add next week, the momentum and volume is too strong. Yes my percentage return will likely drop but my absolute returns are skyrocketing by accumulating through this rise.

Whether he knows it or not, Tim is anchored to 140p based on the name of the drug. Seems about right to be honest.

If Tim executes what he promised - on the record - then it will be many multiples of whatever share price it is today or next week or last week... it's all irrelevant, movement up or down is just noise.

So trade it however you want, but if you're an investor it's a binary outcome and whatever the share price is doing on a given day really doesn't matter.

Trellus just pushed a new Trellus Elevate app release (2 weeks ago) and the update says a lot.

I pulled new APKs and ran them through a high-level review (scanning integrations, classes, strings, and permissions). Here’s what changed in the mid-August build:

Features

Full-screen notifications → stronger engagement (adherence reminders, alarms).

Permissions tightened → phone/SMS/calendar access removed for better privacy and app-store compliance.

STRIPE UPDATES (payments)

The biggest shift is in Stripe. New modules include PaymentSheet, SetupIntent, PaymentMethod, Google Pay, 3DS2, Ephemeral Keys, and Stripe Connect.

This isn’t just “adding payments.” It equips Trellus to handle payer churn and coverage expiry, likely a requirement from its B2B pipeline:

Seamless rollover to self-pay when coverage lapses.

Hybrid models: e.g. payer covers 12 months, member continues at a reduced subscription.

Safety-net billing: contracts can guarantee continuity without indefinite payer costs.

The APK even ships with live Stripe prod_… and price_… IDs, meaning subscription plans are already configured in production.

Stripe Connect adds advanced, multi-tenant billing:

Run billing on behalf of multiple employer/payer partners, each with its own sub-account.

Revenue flexibility: Trellus can skim platform fees or pass revenue directly to a partner.

Regulatory fit: avoids commingling funds, key for healthcare billing.

Stronger B2B sell: enterprises can demand billing scoped to their own container.

DATADOG UPDATES (observability & scale)

They’ve also gone from basic crash logging to full observability. The new build adds:

Logs (+66 classes)

RUM (+52) – Real User Monitoring

Metrics (+21)

Network monitoring (+13)

Traces (+6)

This is Datadog’s full mobile suite: logs + metrics + RUM + traces, the kind of instrumentation you deploy when scaling to thousands of users under SLA-grade expectations.

Commercial implications:

SLA-backed rollouts with payers/employers.

Optimized funnels for consumer subscription.

Faster root-cause analysis at scale.

Combine this with employees steering clear of the green “open to work” circle on LinkedIn, and it looks like the team is heads-down, shipping enterprise-ready features ahead of scale.

You don’t update your app like this unless something is happening. And here, it looks like it’s actually happening.

Gentle reminder that members of this board all have an agenda of some sorts.

That said, one special member stands out - and has made 68 negative posts about Immupharma over the last 22 business days. THREE PER DAY, EVERY DAY.

This level of consistency is quite remarkable and is either aimed at suppressing the share price to accumulate, shorting, or simply being paid to do so by someone else. Draw your own conclusions.

TCG give us a clue... where did you find it?