Member Info for Wigwammer

Yes draft. He may want to focus on IMM now. So the timing could be interesting. IMO DYOR GLA

Interesting that Tim has chosen now to step down perhaps? Also that Lanstead are selective - they have not got involved with incanthera. IMO DYOR GLA

Probability is that if you had used 50/200 day moving averages to manage your IMM position over the last 2 years, you would be heavily down. You would have missed the key upside months of January and September 2025. IMO DYOR GLA

If the recent charts tell you anything it’s that 1) the moving averages were very weak going into Jan and

Sept 2025, yet the shares consequently multiplied in both months. The trading signals didn’t predict anything .. 2) if you were out of the shares in those few upward days in Jan and Sept 2025 as a result of trading signals, then your return here in recent years would likely be zero, at best… There are far more successful investors who emphasise fundamentals, valuation and patience as part of their process , than emphasise wiggly lines… IMO DYOR GLA

Not strange at all, revd. Many posters here are holders and want to think optimistically about their investment, perhaps even enjoy the process. So quite understandable why they tick the positive posts up… More odd that you keenly await the output of a poster who studies wiggly lines to try to divine the future direction of the price, a process he abjectly failed to do before the shares multiplied in Jan and Sept last year. IMO DYOR GLA

Yes Laura. Immupharma are a small company and they are trying to do something complex and difficult. It is remarkable in fact that such a small company succeeded in getting the FDA onside to run the first ph3 trial and to get it all the way to a result. But they did… And this is exactly what sets immupharma apart - late stage assets in blockbuster indications, a developing patent estate, low cash burn, and a very low valuation... Ps I notice both Avion and “potential global commercial partners” mentioned in latest RNS, seems like a step forward in the rhetoric. IMO DYOR GLA

A post of mine was removed the other day because I dared to point out that patience and taking sensible profit has been a good call here over the last few years. Funny that the shareholders who have their posts removed - such as myself - appear to care less about it emotionally than the shareless sceptics, whose presence here remains hard to fathom. Ho hum… IMO DYOR GLA

It’s called patience, msuk.. “buying low and waiting x,y,z days weeks months , cash tied up as well as emotion” .. Yes it’s emotionally difficult, but that’s why succesful investors like Buffett suggest it works. By contrast, there is little to no evidence that trading ema’s work, which is odd given how easy it would be to prove. One issue is that if you try and buy on the day of an announcement, there is usually very limited volume. Small paper profits perhaps, meaningful profits no.. IMO DYOR GLA

The posters who have made the best calls here over the last 2 years have understood the importance of the fundamentals (late stage assets etc), low valuation, and have patiently waited before taking profits at much higher levels… Nobody knows if/when the positive news will arrive. The wiggly lines were all pointing down in January and September last year. Many of the same sceptics were here saying similar things. But none of it stopped the shares multiplying days later.. IMO DYOR GLA

With respect, revd, I don’t think that’s much of a fact. It wasn’t long ago that otm was a buyer here at 10p and 7p… It doesn’t take a lot of work to see the 4.2p bid is weak here, and calling it “analysis” rather overstates its value. IMO DYOR GLA

Thanks to those who contributed intelligently to the kapiglucagon discussion… It is those investors who have understood the fundamentals, valuation, the need for patience and taking sensible profit, that have fared best in recent years. IMO DYOR GLA

Hi Robi. Kapi is another material asset and I’m pleased it’s there. No one can know when p140 news will land, just as no one could know it would land in Jan/Sept last year … IMO DYOR GLA

So there are “always master trading opportunities” and “chips and chairs,” and over the last few years some people have set out a clear approach and made money from them. Others have simply given a running commentary.. At the end of the day, most people are here for the same reason: to make a profit, not to narrate the game from the sidelines. IMO DYOR GLA

I agree TCG. It requires patience. Always unlikely to buy the bottom or sell the top, but that isn’t required to make an exceptional return.. The more one looks at kapiglucagon, the easier it is to understand Sebastien’s enthusiasm and why they acted now. Convalescence of multiple factors - increasing use of the 505(b)(2) route to materially cut development time, dual hormone products moving from theory into mainstream practice, strong patent position.. For a relatively small investment, they may have another late stage/phase 3 product on their hands in 2027/8, targeting another blockbuster market (materially larger than lupus)… Late stage assets, blockbuster indications, low market cap, low cash burn… IMO DYOR GLA

Congratulations scroddy cat. 120% is a decent return and all the best with your future investments… But let’s be clear: there’s no hypocrisy in taking profit while still holding and supporting a stock—that’s just sensible investing. I recall you claiming foul play because I didn’t inform the forum about my selling, even though I did so on the day it took place. Yet here you are, having fully exited and only mentioning it weeks later.. A boastful and hypocritical accountant, it seems… IMO DYOR GLA

People have listed the achievements many times, mysticmike. From scientific progress, to patent applications, to funding, to CDA’s and partnership discussions. Either you buy into it or you don’t. You want a different person in charge - the latest interview was undertaken by 3 executives including the CSO, not one. IMO DYOR GLA

Oh dear, scroddy cat is still profitless and bitter. Selling part of my holding at a 400% profit was sensible, prescient, and reported on this forum. Beware of self inflated accountants who suggest otherwise “Finally what I will say is be cautious of those telling you to be patient when they ultimately sell when it suits them.”

Mysticmike - you are obsessed with one part of the story, and ignoring the rest. It is no secret that patience is an asset when it comes to biotech investing - ask yourself if the negative repetition about one part of the story is imbuing patience and balance, or something else.. GLA IMO DYOR

Recall early January or September 2025. No one knew when the news would arrive, but when it did - the bears were left for dust... Those who have done best here over the last 2-3 years have trusted in the science, understood the valuation, waited patiently, and taken profit when sensible. Very good chance we see that all over again.. IMO DYOR GLA

With respect, mysticmike, repeating the same things every day and avoiding pertinent questions is not going to help you or anyone else make a balanced investment decision… Where do you think the market cap/share price would be if the ph3 goes ahead, and in light of recent information - including the latest Sebastien Goudreau interview - what do you think is the probability of that happening? IMO DYOR GLA