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A £1B deal will command more than £100m mcap imo mate. I thought I was being reserved at £300m. (60p per share)

I think you have to factor in previous clinical failures/lessons and the serial accordingly. Tim is saying this trial is very attractive now with very low risk, fast tracked, and data to cherry pick those Super responders.

The success rate now should be massively in our favour..

It’s a really hard one.

Personally I say the share has to be worth the value of cash on the balance sheet so say £100m circa 20p as you said, and after that apply a discount to future payments. I would expect around 30% of that value to be reflected in the share price immediately. Then royalties would probably be too far off to have too much impact?

Personally I think it’s more likely to be a straight buy out for £3-400m. The size of these company’s are not going to want to share this pie and they will want the full rights to it and the diognostic side.

“How would you structure phase 1 clinical trials”

‘Laughs’

“We are much more ambitious than that”.

We can skip phase 1 and possibly phase 2 with “with almost certainty this is going to be successful”.

All previous trials have proven a lot and it has all been time and money eh well spent by the looks of it. We have a nice amount of data that will bolster talks with partners and I have no doubt there will be a deal made well before the year end.

As I have said for a long time now, Tim just covered:

The industry knows if this makes it to market, all alternative treatment will be wiped out. This is too dangerous to pharma profits. They will think nothing at buying imm out for hundreds of millions just to own the patent and the future control of p140. These figures are peanuts to big pharma.

Just to add, ‘M type’ is present in all historical autoimmune diseases. P140 is proving very effective and from that interview my take was P140 could be a base platform that can be adapted to treat other types of auto immune diseases in cases were people may have multiple auto immune responses.

What a great point by the interviewer on the checkpoint inhibitors aswell. Checkpoint inhibitors I beleive block the proteins that stops the immune system recognising certain diseases (like cancer) as a threat. Cancer cells can use the checkpoint protein to show an ‘off sign’ to the immune system so the immune system thinks it’s a healthy cell and doesn’t attack it.

When you apply a checkpoint inhibitor the cell can no longer evade the immune system by showing ‘off’ because it has no ability to use the protein.

I’m guessing if you use checkpoint inhibitors and p140 for those with a weakened immune system you should see some pretty substantial results in the cancer field aswell.

Still only half way through the interview just thinking out loud. …

In fairness, I think RKH is way over valued now for where they are. No doubt their acreage will prove up more huge finds in time and one day they will be a huge co, but £600m for where they are currently seems heavy to me.

Not complaining though, it raises the bar for BOR and their farm in partner t/o when it arrives

Treatment and diognostics are not exactly hand in hand. People still need diognosis for help with things like insurance claims, do you realise how many years people struggle with getting an auto immune diognosis because there are none available?

People struggle to get paid out off their insurances because of lack of diognositoc.

Also it is my understanding that type M are the super responders for the sake of narrowing down the clinical trials and achieving the best results. There is nothing to say this will not work to a degree on all auto immune diseases. Imm state it works on over 50 i think it was

I appreciate the post sitting duck, but hat just backs up why we are frustrated, nearly double the dividend and $1.7B less debt and we still rallied substantially less.

I do think the tide is turning here looking at the TA but HBR is a good 20-30% undervalued even at current oil prices imo.

BP for a like for like we’re around £4.40 before the drop where we were £3, they are back to £4.30 and we are struggling to break £2.30

ImmuPharma's novel diagnostic test, designed to identify patients with Type M immune disorder, not only strengthens the value proposition of P140 but also creates an independent commercial opportunity with potential for earlier adoption and partnerships.

Even if you forget the trials (which will be much shorter,accurate, and cheaper) how do you put a price on a globally patented immune diagnostic tool? That alone is worth hundreds of millions and that’s being reserved. Anyone looking at p140 treatment is going to want both, and the diognostic platform doesn’t require clinical trials so a deal will be done very soon imo.

You could partner into IMM on the diagnostic basis alone and still make billions off just owning the rights to that 20 years down the line, then when P140 trials prove its effectiveness, well then you pretty move own 30%-40% of the global auto immune market.

Oh my gid. A massive 7% drop in one day is great news ? If that was the FTSE it would be global headlines for days and panic everywhere. You guys are truly unbelievable

This clown is comparing micro caps to ftse company’s with tens of billions mcaps now 😂😂.

Your spot on the sp has come up massively this year. Could you explain to me what that is based on?

From where I see it the economy is in a very bad place, and run by lunatics that are making it worse. However I don’t disagree that the banks should be expected to repay money in windfall tax considering the BOE bailed them out with cheap money and they have done very,very well out of it . The BOE now either have to sell the bonds at a loss or issue more at a much higher rate.

The banks can’t have it all their way and will be expected to pay.

Government borrowing at 27 year highs and climbing, everything is leverage to the max. The housing market is rapidly slowing and they are trying their best to keep it stimulated. It’s all very false and if the BOE wants to continue quantstive tightening someone is going to have to foot the bill.

RKH has to be too heavy now, getting onto a £600m mcap and not even FID signed? I know we could say the same about BOR being £100m with nothing, but rkh have a lot of loans to work through and navitas have given them very little help really. I always feel like Navitas saved them so they have to suck it up. I really don’t think BOR BOD will only take the right deal.

Onetomany, we’ve had one too many of your posts. You clearly know nothing about immupharma or this industry and its valuations.

If you think this only has potential to double from here you are off your head.

Imm having the rights to a global autoimmune diagnostic therapy is worth hundreds of millions in itself. Never mind being able to cure many conditions aswell.

We all know trials are yet to be done, but they are cheaper ,fast racked and more precise to find better results this time around. If you think partners are going to wait for those results to be finalised before making a deal you’re kidding yourself. £1-200m in this industry to secure p140 and its platforms is nothing.

You are just another chancer who will wet his pants with excitement when he gets 20% profit and then will continue to fill this BB with more of your drivel.

Keep trying, Micheal. Your post history shows another desperate chancer trying to get in cheap

Great day all. Really solid stuff for the SP, no real sell offs, little bit of profit taking and consolidation that’s very healthy for a climbing SP. Double figures won’t be far off in my opinion

Can’t even spell patent, give it a rest mate.

Great day here, those who are new, do not panic if there’s a small pull back, Imm is chronically undervalued and should be £50- £100m mcap on potential alone

What an utter clown that tiger is. 😂ramped to the heavens, made his £50 , now he’s out 😂😂

Everytime there’s a few sellers they get mopped up and then we spring back. That’s a great sign, some one buying big in the background

Bids creeping up again…

Wing it, these chancers have no clue about mcap and how to value it I’m afraid. It’s why people get excited with small movements and miss the bigger gains