Member Info for Supermobileman

To all those with short memory or with dementia, may I remind you Tim was hired as a chairman to the company Immupharma during previous phase 3 trial. It was during this stage Tim made a fundraise of approximately up to £10m (or somewhere of that amount can't remember exactly), before the phase 3 results was out. Everyone thought it probably was not needed as consensus was the phase 3 trial will succeed and Immupharma will be taken out by a big pharma.

But the results of the trial was it failed the endpoints.

In my eyes, the drug (Lupuzor) worked. The trial failed.

Tim's fundraise before the results was a 'insurance policy' and it turned out just that. After the results, with only one product Lupuzor on SLE, Immupharma was down on its knees. But the fundraise kept it on life support and continued operating.

Had it not been for Tim's fundraise, Immupharma would not be in existence today. They would have most certainly gone bust, liquidated and what have you. Everyone who invested then would have lost all their money.

Tim saved the company which even today gone unnoticed.

At some point after the results, Tim became the CEO in 2019 I believed, replacing Dimitri Dimitriou (my personal opinion on this was I think he was 'pushed' out by institutional investors but that for another story). In Tim's 'short' tenure as CEO he has transformed Immupharma by reorganised, brought more products onto the pipeline and on the cusp of doing more licencing/partnering deals.

Tim is a businessman not a scientist. Tim's job is to run the business. He have to work on the only tool (Lupuzor) that he's given. It is what it is. Yet we have the same people on here lambasting Tim performance. If they can't see what achievements Tim have done so far, sell up and get the hell out of this shares. They moaned about Tim's past failures from his past companies he worked.

Has anyone moaning here invested in those companies Tim worked? Does anyone cares?

As far as I'm concerned, I have never invested in Tim's past companies. My concern is here in Immupharma because I'm invested here and its here I'll judge Tim achievements. So far I am pleased and satisfied with his performance.

As dallo said, AIM listed biotechs are littered with failures. How many have succeeded with a drug and went onto the market?

Yes I knew of this article. This is early days experimental treatment and are only done on patients with life-threatening form of lupus.

There's a sentence which said, "In Germany, patients who have had the new treatment are now in remission and do not need to take lupus drugs."

What it does not say is "In Germany, patients who have had the new treatment are now in remission and do not need to take lupus drugs for the rest of their lives."

This is no different to what lupus patients are getting now with their lupus drugs. They go in remission. Of course, they do not need to take further lupus drugs, their in remission. Until the next flare up. For those patients in Germany/UK, only time will tell if this remission is permanent. Remember this is experimental treatment. Patients will be monitered for up to 15 years. If it all goes well, think there may be further evaluation process may be needed. Official trails etc. It will be decades away before it can be officially available.

I have seen and heard of this before with CAR T-cell therapy or any other "breakthrough treatment" on cancer over the years. Here we are in 2024 cancer drugs are still selling like hot cakes.

For Lupuzor or any other lupus drugs on the market now. there are no fear of it being made obsolete anytime soon.

As for IMM deal(s), if the last RNS is true to its words, we are anticipating a deal in the coming months. We all know the clue is in the extension of warrants in Incanthera to 31 March 2025.

I expect a deal to be signed in the coming Nov/Dec/Jan. This will give IMM one or two months before the 31 March deadline to process the fund and pay the warrants.

Remember this is IMM. Don't be surprised if IMM next RNS is for another extension of warrants in Incanthera or a casual fund raise. We know why if this is the case.

This is because its AIM, London Stock Market, U.K.

If Immupharma is listed in U.S.A instead of U.K, in exactly same position as Immupharma is in now waiting for start of Lupuzor in lupus phase 3 and CIDP phase 2/3, Immupharrma would now be valued at hundreds of millions of dollars. I would bet my a... on that.

They love their pharma shares across the pond. Some of their valuations are crazy. There's one pharma similar to Immupharma I know of currently with two ongoing phase 3 trials in blockbuster cancer indication and with no revenue stream coming in, is now currently valued at $14 Billion. Yep, you read that right.

Okay, its fair to say the USA is the world's biggest market. Well, probably for every disease/illness you could think of. Cancer, obesity, lupus, rare disease, etc. The USA seems to have the patient population for it.

This sums the United States of America. They are probably the world's sickest nation!

How many Nolupus' posts has been correct or truthful?

To be here on this BB that long, this is his life. Very sad.

Nolupus is a psychotic stalker of IMM. The flashing blue lights will come to his door to put him in a straitjacket and send him back to the mental asylum.

IMM have never gone against FDA recommendation. The adaptive Phase 2/3 study was never part of FDA recommendation. There's nothing in the RNS or otherwise which suggest this. The only known FDA recommendation was to use higher dose levels. How this is done is up to IMM/Avion.

IMM and Avion came to agreement it was to be the Phase 2/3 adaptive study design, and submitted their documents to the FDA for this study as chosen route. Later, they changed their mind and gone straight for the Phase 3 study (with full FDA approval of course).

The 'Phase 2' part of the Phase 2/3 adaptive study was going to be the dose range finding and the 'Phase 3' part of the Phase 2/3 adaptive study was to be the progression study with the chosen dose.

The now direct Phase 3 route will still incorporates all of key objectives including dose-ranging, that was in the Phase 2/3 adaptive study. The difference is the time wasting time consuming Phase2/3 adaptive study would have where they have to stop and report after 'Phase 2' before they can start 'Phase 3'. Whereas, direct Phase 3 route does not.

IMM have data regarding dosing with the already completed pharmacokinetic study (which was requested by the FDA), which demonstrated that the key endpoints had been met and in line with all human dosing to date, that P140 was safe and well tolerated across all doses and in all subjects. It is this data in my opinion, I believed IMM/Avion have taken into account and that the longer Phase 2/3 adaptive study was not appropriate or needed.

Lordloadsoflolly,

As I said before, you remained invested in IMM and have added more. You have not sold out while you still can. For what reasons?

Is it because you're hoping IMM will NOT do at least a deal, will NOT multibag from the current share price IMM is at now or is it IMM will NOT ever start Phase 3 lupus with Lupuzor. Or is it because you're invested hoping IMM will go spiralling down into bankruptcy with the aim of losing your money.

Of course not. You're still invested because exactly the same reasons what GoldGirl believed in IMM and said.

Stop pretending you hypocrite.

Lordloadsoflolly,

Let look back at GoldGirl's recent posts. She said,

"Listen to the March interview of CEO. He talks about riding the share up."

True or False?

"Millions have already been spent before the compound gets even into the clinic".

"And we have such an advanced asset for 2 indications".

"IMM will multibag".

"This is the bottom".

True or False?

"Have late stage assets is better than start-up biotechs.... as for latter harder to raise money and interest rates for borrowing money is so high".

"IMM is a better bet under the current economics".

True or False?

"Consolidating 2.4 - 2.5".

"Hopefully on next news surpass 3p".

True or False?

"I think this will move big when people least expect it too".

"So undervalued it's crazy".

True or False?

GoldGirl's posts are in itself facts and predictions on what potentially would happen and substantiated based on what IMM have said are ongoing and the potential outcome. You yourself lordloadsoflolly, remained invested and in fact so confident as GoldGirl's predictions it will come to pass, accumulated more shares. Why is that so? Because you yourself damn well know where this share price will be heading based on what yourself know what IMM have said. Here you are with a audacity to question GoldGirl's posts.

You said of GoldGirl's posts as "repeated totally unsubstantiated claims" and "spouting further nonsense" and her "myths"

.

What?? What on earth are you talking about lordloadsoflolly? What GoldGirl's posts English words don't you understand? Read her posts again and again. Are her posts unsubstantiated, nonsense, and myths. Does she have to justify and explain it in a kindergarten language so you can understand it. Its you with a child like mind.

I have concluded you have a cabbage brain.

And for Nolupus, I'm not invested in IMM and I'm not nobbygnome. Another hypocrite.

Lordloadsoflolly,

You are nuts. Don't understand your own English you've written.

"I've no idea where the share price is heading".

Lordloadsoflolly certainly knows its not downwards.

correction,

the "a******" should have been written "******"

lordloadsoflolly,

you said,

"i've no idea where the share price is heading",

with

"the price will be significantly higher than now"

you certainly have the optimistic and confidence and know where the share price is heading, and that is upwards.

if you didn't, you would have sold out and salvaged what you have left.

such a person is called a hypocrite or a ******.

as for goldgirl, some of her opinions are facts in itself.

will her predictions come to pass?

lordloadsoflolly certainly believes so, otherwise lords wouldn't still be invested here.

what a hypocrite.

Correction,

Missing few words, should have read, "even though lordloadsoflolly is optimistic and happy having stealthily accumulated enough of this shares".

Lordloadsoflolly won't allow anyone to be optimistic or happy, even though lordloadsoflolly is happy having stealthily accumulated enough of this shares.

Lordloadsoflolly damn well know where this shares will be heading from where it is now and damn well know GoldGirl was making valid truthful statements.

That's really sad.

GoldGirl,

It's not you who should be apologising.

Leaving out the % royalties, you put a figure of 50/50.

How do you know?

Just what 50% ownership CNRS entitled to? Equal say to who IMM allowed to do licencing deal with? Equal share of all IMM future revenues? Equal say what indications should IMM allowed to work on?

Remember you said 50/50. As I said before, you can't put a figure on it.

'shared jointly by CNRS' does not mean 50/50 , 75/25, 80/20 or whatever. You don't know. You can't put a percentage figure on it.

What I can say is CNRS are entitled to 12% of Immupharma's income derived form Lupuzor royalty sales (including upfront payments, milestone payments though not 100% sure on this). The 50/50 patent jointly shared did not equate to 50/50 split in income entitlement if its really that relevant.

Nolupus,

You don't know the truth. You are making it up as you go along. It's you who dug the hole and now you're trying to wiggle your way out.

You said it was 50/50 shared ownership of patent with CNRS.

It is not a 50/50 split with CNRS regarding patent or otherwise. CNRS I believed have 12% (or thereabout) of Immupharma's income arising from Lupuzor deals, royalties etc.

Immupharma never had a share price at 1200p. It was a merger and IMM was listed on AIM London stock market I think it was in 2006.

IMM could consider to do a share consolidation to boost the share price. I wouldn't say 400m shares IMM have now in circulation is too high. To bring it down under 100m would be nice. Certainly would boost the share price for sure.

Quite amazing IMM still have only 400m shares considering the number of years they been operating since their formation and never had share consolidation done. Don't be fooled by other pharma peers on AIM having only tens of millions shares in circulation. Almost all of them have had share consolidation done otherwise they would be in multi billions, if not high in hundred of millions.