Member Info for undervaluedtoday

3rd Resistance Point 45.960

2nd Resistance Point 44.258

1st Resistance Point 43.404

Last Price 44.850

ImmuPharma PLC (AIM:IMM, FRA:25I) is advancing its Kapiglucagon diabetes drug towards US human trials, engaging specialist consultancy tranScrip to prepare for an FDA pre-IND meeting. The drug targets next-generation artificial pancreas systems in a market forecast to hit $13.6 billion by 2035. https://finance.yahoo.com/video/empire-metals-immupharma-light-science-091727968.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKoCcNsv0tM-csZq9-m-Mg_anBMeVBXXBOWJNfMItLmnGxnsPkW_AD60RYLlC72AXY-WnOBKvZF9wIP1FGPQFqvOYgR_ryVuSXj5t3CzV6ZcTk5S1U3uZCJ8IB4p6kc-DAvrT-LaRBQQO93wRVoEb0td9RtoIFUfXdRn1pk8Yj6-

Https://uk.finance.yahoo.com/news/immupharma-launches-regulatory-push-kapiglucagon-062900686.html

Https://www.tipranks.com/news/company-announcements/faron-pharmaceuticals-adds-veteran-biotech-dealmaker-golumbeski-to-board

NICE

☝️⏩😉

She will move fast when it starts

Https://clinicaltrials.gov/study/NCT05428969?tab=researcher

Getting busy over there

Getting very busy

We’re investing, going back to all of the parties with whom we’re in contact and have had discussions and shared data, etc. We’re giving them the news that we’ve been successful in securing the orphan drug designation piece. That, for those that have certain questions, that they know that we’re now able to give them answers to those questions, which is really exciting.

So, that’s what’s coming next. Conducting those studies, even being able to communicate that we’ve initiated that work is going to be something really important to talk to them about, as well as the orphan drug designation itself. Then it’s really seeking to close a licensing or collaborative development agreement with a partner from this moment onwards, really. It might not be necessary for us to complete that complete package of work that we envisage in order to address the questions that have arisen in the process. That remains to be seen.

What’s next for us is going back to our partners, re-engaging with them on this news and addressing the questions that have arisen in the due diligence to date and progressing from there.

Type M / precision positioning

The update decisively reinforces P140’s position as a precision therapy for patients with Type M immune disorder. That is a highly attractive and strategically important place to be. It gives the programme a targeted, differentiated and scientifically advanced profile built around mechanism of action, diagnostic support and patient identification. The direction of travel is now unmistakable: P140 is being shaped into a precision autoimmune platform with real breadth, a clear scientific identity and significant strategic value. The company’s own wording in the update goes further, describing P140’s potential as a “first-in-class, disease-modifying approach across multiple autoimmune diseases.” That is a very powerful positioning statement.

7. Publication

The manuscript now being prepared reflects very high conviction from the scientific team. Bringing together the platform, mechanism of action and recent supporting data into a peer-reviewed scientific paper is a major step forward. It signals that the science is mature, coherent and compelling enough to be presented for wider scientific scrutiny. That matters enormously. Publication has the potential to materially increase scientific visibility, deepen credibility and broaden awareness of why P140 is differentiated. It also gives the market a much clearer view of the depth behind the programme and the value of the Type M precision approach. The update itself highlights that the manuscript will help the broader scientific community understand the “unique mechanism” of P140, which is exactly the kind of scientific recognition that can elevate the profile of an asset significantly.

8. Why this matters for negotiations

This is where the update becomes especially compelling. A more advanced patent position, richer supporting data, a more refined diagnostic package, greater scientific visibility and active partner engagement all enhance the quality and stature of the asset while discussions are ongoing. That increases leverage in real time. And with multiple counterparties already under confidentiality, each additional layer of progress makes P140 more attractive, more differentiated and more valuable. The stronger the package becomes, the stronger the company’s hand becomes. This is exactly the kind of progress that supports a more valuable licensing outcome, because the asset being presented to potential partners is becoming broader, more credible, more defensible and more strategically relevant with every step forward.

P140 is becoming more advanced, more valuable and more strategically important with every layer that is added.

Full credit to Sebastian and the scientific team. The progress on P140 and Kapiglucagon shows real scientific excellence, clear vision and first-class execution. What they are building across both programmes is highly impressive and increasingly valuable for the company.

Strong P140, Stronger Negotiating Position, Greater Value

The Lanstead raise was a very smart and value-enhancing strategic move, and today’s P140 RNS makes that even clearer. Management have been consistent that P140 remains the “absolute focus” and the “core value driver”, and today they again confirmed they remain focused on completing a value-enhancing licensing deal in 2026. What today’s update confirms is that the asset is strengthening on every front that matters in a live partnering process: patent progress, new supportive data, and scientific publication in preparation.

The company has now confirmed a supportive first Combined Search and Examination Report on the UK P140 patent filing, positive new study data designed to stress test the diagnostic and strengthen the statistical significance of the supporting dataset, and a scientific manuscript in preparation covering the P140 platform, mechanism of action and recent supporting data. That is exactly the kind of progress that improves the quality of the package while negotiations are active.

Discussions continue with multiple potential partners, including under signed confidentiality agreements and cofirmation of a deal in 2026. That is a very powerful signal. Multiple signed CDAs with serious top pharma groups show the process is active, commercially meaningful. As more parties enter confidential review, the competitive tension around the asset strengthens, which can only improve ImmuPharma’s negotiating position and the potential value of any deal.

This is exactly why the raise was so well judged. It gives the company more strength in negotiations. ImmuPharma is not approaching potential partners as a business forced to sit still and wait for one outcome. It is continuing to improve the P140 package in real time while also funding a second high-value opportunity. That broadens optionality, reduces dependency on a single timeline and strengthens the company’s hand when discussing terms. A company with cash, active science, strengthening IP and another valuable asset in development is far harder to pressure into accepting weak terms.

Management also made clear in the presentation that there was “no need to raise money from a financial perspective at all” and that the purpose was “building the company.” That is exactly what this looks like. Kapiglucagon is being accelerated through a more efficient 505(b)(2) route, with quicker development, lower cost and clear partnership potential before launch. Against management’s own internal forecast of $3bn in US/Europe sales and a pump market they said was heading toward roughly $13.6bn by 2035, the amount raised is nothing compare to the scale of the opportunity.

That is how serious, valuable biotech companies are built — by strengthening the lead asset, improving leverage, and creating more than one route to substantial shareholder value.

We all know how sharply the share price can rise when the market starts pricing the fact

Science Delivered. Value Incoming. The Market Will Catch Up!

Today's open letter from Tim is one of the clearest signals of conviction shareholders have seen for some time.

91.46% and 88.91%. An emphatic, overwhelming mandate from the investors who have studied this company most closely. When nearly nine in every ten votes back a strategy at that level, the market should pay very close attention.

On P140. The scientific foundation has been transformed since September 2025. Confirmed mechanism of action in human biology for the first time. Type M immune disorder identified as a specific targetable patient population. A companion diagnostic identifying super-responders before treatment begins. A supportive UK patent examination report. Positive new diagnostic study data. A peer-reviewed manuscript in preparation. Dr Sebastian Goudreau confirmed at the 20 March presentation that top pharma partners are "really impressed by the results" with "absolutely no issue" on the science. Multiple partners in active discussions under signed CDAs. A deal on track for 2026 — publicly committed to by the Board in regulatory announcements. First-in-class precision medicine platform. Up to 50 autoimmune diseases. Therapeutic market forecast at $360 billion by 2030. Eleven comparable deals averaging $1 billion each in the past two years. Potential 20-year commercial exclusivity to 2045.

On Kapiglucagon. The global insulin pump market stands at $5.8 billion today and is forecast to reach $13.6 billion by 2035 at 8% CAGR. Kapiglucagon, per the company's own investment proposition slide, offers a licensee "a monopoly in the bi-hormonal pump market segment." Management's internal forecast: $3 billion in US and Europe cartridge sales, 10 years post-approval, based on 34% US and 17% Europe market share assumptions, with a probability of development success of 85%. Dr Goudreau: "There's no doubt we have the best product" and "we know it works." Now funded into an accelerated two-year programme via FDA 505(b)(2). Partnership possible at any stage of that development.

Financial position: cash runway guided to at least H2 2028 on the company's stated assumptions. The balance sheet to negotiate from genuine strength and secure terms that truly reflect the value of what this portfolio represents.

A first-in-class precision medicine platform in P140 addressing a $360 billion autoimmune market, in active partnering discussions with top global pharmaceutical companies under signed CDAs. A proprietary, patented and highly differentiated asset in Kapiglucagon with a monopoly position in a $13.6 billion insulin pump market and management's own forecast of $3 billion in cartridge sales 10 years post-approval. A balance sheet secured to H2 2028. At this valuation, the market is yet to price in any of it — and that makes this one of the most compelling opportunities on AIM today.

When companies receive this orphan drug designation, it’s actually transferable to future licensing and development partners. So, securing orphan drug designation for the US market and also for Europe, as we have already, is considered highly attractive to potential partners. This kind of protection also supplements our existing IP. We obviously have patent-protected products that are long lasting, but this piece on top for the orphan drug designation really enhances that.

Lastly, what this means is in terms of getting the approval from both the EMA and the US, this is really adding a lot of plausibility to the position that we’ve got this differentiated product profile versus other therapies, be they approved therapies or those in development. So, it’s a really good stamp of approval from the two leading agencies globally.

There’s also some other important benefits too. There’s regulatory support. Usually your discussions with regulators, the EMA, the FDA can be quite expensive, they can be quite time consuming but actually, in the orphan situation, you get advice around your clinical protocol design. You can also get scientific advice from advisors and regulators, plus faster development pathways. This also all comes with fee reductions and also occasionally tax credits as well for the money that’s been spent on R&D.

So, why this is particularly relevant news for NXP002, certainly the US orphan drug designation side of it, is that the global market for IPF is really dominated by sales, firstly to the US and then to European patients. In the US, you see the highest patient prevalence there. Also, drug prices are highest there, meaning that the US accounts, as by some reports, for as much as 80% of the global IPF market itself. So, to secure market exclusivity is really attractive for 80%, effectively, of the market.

So, we’re keen to take this programme forward.

Moving specifically then to the orphan drug designation. What are the benefits of this and why is it particularly relevant to NXP002?

For those that don’t know, orphan drug designation is a regulatory status. It’s granted to companies developing medicines that are considered to treat rare diseases. Depending on the territory that you’re in and the regulatory body that you’re seeking orphan drug designation from, they will have different thresholds in terms of the rarity of that particular disease.

In general, this status is designed to incentivise companies to develop treatments for smaller patient populations that might in certain circumstances be commercially unattractive due to the investment costs required to actually achieve approval on the number of sort of treatable patients. So, it’s really to incentivise the development of therapies for rare diseases.

There are some really quite attractive benefits. So, if you’re able to secure orphan drug designation for a particular therapy and a particular disease, what this means is that competitors can’t market the drug that you’re developing for that indication during what’s termed an exclusivity period. Now, the exclusivity period depends on what territory you’re in. In the US, it’s seven years after drug approval, you get market exclusivity. In Europe, it’s 10 years. So, that’s the top level commercial benefits.

GET THEM BEFORE THE HERD ARRIVE

So cheap

Keep loading if your a shareholder here