ImmuPharma forecasts "year of delivery" in 2026 London-based specialist drug discovery and development company - Chair Tim McCarthy produces open letter10 Apr 2026 07:04
Science Delivered. Value Incoming. The Market Will Catch Up!9 Apr 2026 12:57
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.
This is not intended as investment advice. Please DYOR. GLA to all LTH.
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