RE: Key points from Charles & Kevin's Sept Interview8 Feb 2026 11:24
Best post over the weekend by LordWM : I am reposting because I am seeing so much absolute drivel. This is IMM related and not the run of the mill nonsense. I suggest folks not interested in IMM move on. Never seen a board with so many 'genuine investors' that continuously post negatively about their so called investment, suggesting its going to crash....................give this BB a break and have the dignity to stop posting.
I've been re-listening to the details of the interviews after last years P140 RNS, esp with Charles and Kevin - https://youtu.be/iNkUgLuT3Ck?si=WnuVdzz9rqTzLBoV.
Some important points:
- The diagnostic test will be rolled out 'relative quickly' (10.20). It will be used for patient selection for trials, will be in place before trials start.
- They already have the safety data, so hope to go straight to Phase 3 trials - a much faster timeframe. (23.20)
- Phase 3 trials should be quicker and cheaper, because they'll use the diagnostic test to pre-select super responders with Type M auto immune conditions.
- They 'know for certain' that patients with Type M conditions will response to P140 (27.30).
- What will the licence deal look like (assuming they don't get straight out acquired (29.55)
- There have been multiple 'eye watering' £1b plus deals (just upfront and milestone payments, excluding royalties on sales) in the autoimmune space, just to out-licence products (15.10)
- Immupharma are offering something 'superior' to those previous deals, and we should axpect a good deal (32.35)
Summary - we can expect a huge deal any time. Was due in Q425, but spilled over due to multiple large pharma interest.
IMO - as this is significantly de-risked, already have safety data and can likely progress immediately to Phase 3 trials where they will select super responders, there's an increased chance that Immupharma will get bought outright.
DYOR, and listen to the words yourself.
My view :
A groundbreaking patent application for its lead asset P140, the world's first "Immunormalizer." The patent application which provides the potential for 20 years of commercial exclusivity, discloses a novel diagnostic test and precision treatment approach, identifying a subpopulation of patients with Type M immune disorder that are P140 super-responders. This approach can be used to treat up to 50 autoimmune diseases ("AutoIDs"), representing a major step forward in precision medicine.
THIS IS A GAME CHANGER
The discovery of a NEW mechanism of action and identification of Type M, a sub-type of auto-immune disorders, greatly expands the scope of P140 across a wide range of autoimmune diseases. This discovery significantly enhances the business case due to the potential for long-term increased revenues.
This combination makes P140 a unique and extremely valuable asset, particularly with the potential for 20 years of commercial exclusivity, and will add enormous traction to our current discussions with pote
Sign In
Follow the stocks
