RE: Lisa Email3 Feb 2026 10:08
The core of the investment case here is that P140 is a late stage asset that the FDA takes seriously, that it tackles a vast unmet need, and that the company has very low cash burn. This is pretty much the same story that the likes of myself, wildbunch, goldgirl and a small number of others recognised in 2024. Given this, the company didn’t need to make a lot of “progress” to see the meteoric rebound off the 1-2p valuation lows…. But of course there has been progress since then - most tangibly in the application for new patent protections, third party validated research, and the vast increase in the value and frequency of deals in the autoimmune area. Less tangible but still noteworthy is that the company has signed multiple NDA’s with interested parties, a point that they have stressed to a degree that I cannot recall in the past…. And from an investment pov, those who committed to purchasing at those lows, and selling after the shares multiplied, have made enormous “progress”. Because many of them are now either sitting on free shares and/or additional profit… If by contrast, one has sat on the fence over the last 2 years, made a virtue out of indecision, and simply committed to repetitive (and generally negative) commentary, then one will not have made such progress… Bottom line is - immupharma didn’t need to do much for it to be a cracking investment off the lows, they HAVE made tangible progress, and from an investment pov those with the conviction and courage to make the right decisions have progressed very nicely…. IMO DYOR GLA IMMers!