Member Info for Wigwammer

Facts. The FDA has given p140 the green light to go ahead in two phase 3 trials in blockbuster indications. The final hurdle. Immupharma have signed CDA’s with multiple pharma groups, with more to come. Their cash burn is very low - £1.3m pa. If you don’t use a lot of cash, you don’t need a lot of cash. The valuation is peanuts. Sub £20m. Invest only what you can afford to lose, but very high potential reward. GLA

Looking great... Is peterpharma short by any chance? He has that air of desperation. Hope he finds a way out

It is the FDA that decides how promising a drug candidate is, and p140 has been given the green light to go ahead with two phase 3 trials with p140 in blockbuster indications. That’s the final hurdle. We now hear that multiple potential partners have signed CDA’s with immupharma, others near to signing CDA’s, and that the autoimmune area has moved heavily into focus. The cash requirement here is peanuts. If you don’t use a lot of cash, you don’t need a lot of cash. And most important of all - as maverick identifies - the market cap here is extremely low for a biotech at this stage. Sub £20m. High risk but very high reward. GLA

Lanstead were shareholders in immupharma throughout the rise from circa 25p to 180p+ during the last phase 3. By the time of the trial result they still had a 5% holding. This involved a similar financing agreement. So there is an easy to understand precedent where Lanstead had a material holding and using a similar financing agreement, and the shares multiplied.

Nice Saga cruise for old lollywally. :)

“ You have been warned. Repeatedly now”. Yes lollwally was warning at 1p, 1.3p, 1.7p, 2p, 2.5p etc… Of course there is a chance that things do not work out as Tim hopes, and the shares fall. But in the event that things progress then the shares have a great chance of multiplying many fold. So the outcome is binary, but the pay off to each outcome is highly assymetric. You cannot lose more than 100%, but you can make many multiples of 100% if things work out. This has been explained to lollwally repeatedly over the last 12 months, using language a 7 year old would understand. And he still doesn’t get it. His average is around double where the current share price is , but several regulars here who he has been contradicting over the last 12 months have averages less than half where we are now (including myself). Thats where lollylogic gets you. It’s high risk high reward, so invest an appropriate amount. GLA

Gen Z could certainly do with help, given they are now paying for the QE, debt, bail outs and other failures of the generation (or two) before them. Multiple reasons why a higher dose might help, one being that it increases the time (half life)the drug remains in the body

The brokers have downgraded. Expectations lowered. So we now we have a belated explanation for the share price fall. The cat is out the bag. Have been adding again at these lows. Excellent medium/long term value with a lot of pessimism already priced in. GLA

Majors have certainly been interested in p140 before. Hence years ago IMM signed an agreement with Cephalon. So the mechanism is one that is taken seriously both by large pharma and by the FDA. The intent now is to materially increase the dose - amongst other trial reconfigurations - and it is reasonable to believe this may have a material impact on efficacy. The chances of a positive outcome certainly appear to be improving, and the potential upside is highly attractive. IMO . GLA

Dear old lollywally claims to be a realist. Yet at the sub 2p lows he came here on a daily basis contradicting anything positive that was posted. At least one poster left because they had enough of him. He only admits to holding shares now AFTER they have doubled. He has an entry price from years ago that’s at least double where we are now - that’s where his grip on reality gets you… So when he talks about puffery - pot, kettle, black… GLA

One of the most interesting things about immupharma is the very low cash burn. £1.3m pa. If you don’t use a lot of cash, then you don’t need a lot of cash. ATB

And I have to agree with you for a change, nolupus. The price has held up better than I expected given the scale of the jump. GLA

Everyone to their own opinions of course. But please bear in mind that many of those with a negative or cynical opinion were just as cynical at 1p or 2p. The only posters who have been repeatedly talking positively and accumulating over the last 12 months are goldgirl, wildbunch, oscar, myself and perhaps dallo (please excuse if I have missed anyone out). The market has rewarded them, not the cynics. ATB

Tim has done some things well, and some things not so well. He got the company to completion of the last phase 3. He had the foresight to raise cash near the highs to ensure the company could carry on afterward. He has sealed partnerships with Avion and Watsons. He has cut costs to materially reduce cash requirements. He is not the science guy. He is more at the business end, and it is the science side that not quite hit the mark yet. Fingers crossed a 20 fold increase in dose makes the difference. One can criticise the current lack of newsflow perhaps - but unfortunately partnership delays, regulatory delays, trial delays are the norm not the exception in biopharma. GLA

It’s a fair point, morri. What are they all doing here? Do THEY even know? It certainly won’t be out of the goodness of their heart. So what is it? … GLA

One of the reasons the result may be different this time - and why pharma groups may be interested - is because they are planning to use a much higher dose of lupuzor this time. If you multiply the dose by 20 fold then it is reasonable to believe the result may be different. “The new Phase 3 study will include a dose-range over 20 times higher than the previous Phase 3 which used 200 micrograms.” (2023 report)

Hi travis. Imm haven’t picked up any new partners yet. But these things can take a long time - witness the deal with incanthera - and then appear out the blue. Biotech investment requires patience imo. I would suggest the more positive language used suggests that things are moving in the right direction. ATB

This is what masterblast posted on this board about imm at 3.2p in June 2023. A 20p target. His timing was poor and the shares consequently fell, and he obviously locked in a material loss. Little wonder he is so emotional about it. GLA

Posted in: IMM

Price: 3.20

Strong Buy

This share is set for 600% increase15 Masterblast

Posted in: IMM

Posts: 151

Price: 3.20

Strong Buy

This share is set for 600% increase15 Jun 2023 18:13

You’d be a fool not to invest in this SP, I’ve watch all Pharma and even predicted the downfall of DDDD 4D.

People will be floored when this share begins its fast climb north. Jun 2023 18:13

You’d be a fool not to invest in this SP, I’ve watch all Pharma and even predicted the downfall of DDDD 4D.

People will be floored when this share begins its fast climb north.

“Piece” you silly poppet. If you want to write a smarter than thou swan song then at least get the basic spelling correct. lol :)

Immupharma had a similar financing structure with Lanstead between 2016-18, over which time the shares steadily rose from 25p to 180p+. There is nothing inevitably positive or negative about these sorts of agreements, and be wary of anyone who suggests otherwise. Shares are acting in pretty grown up way, imo. GLA