Deal (s)13 Mar 2026 20:01
My take is that it is likely that:
P140 will do what it says on the tin.. This is based on discussions with the 2 IMM scientists involved.
AVION Are still involved. IMM would have had to disclose to shareholders if this was not the case. This being the case the recent patent will have added to the potential value of their deal with IMM.
There are a number of stakeholders involved. AVION, IMM current shareholders, IMM warrant holders, IMM employees including the scientists who have more than just skin in the game that is a desire to make P140 actually succeed , the French institution who have a low teens % of IMM's revenues in the Avion.deal.
Tim McC is not a scientist-he is an accountant with a Cranfield MBA (same as me) there is not a test tube in sight! What he has done has got us close to a deal. I like his 2 recent non-exec director appointments who hopefully will have been helping bringing this phase to success
So fairly soon we will know. Even if we are just left with the AVION deal this will be worth much more than 7p a share-if several Pharma's are excited-who knows what I will do with what's left of my retirement.
That's all.
GLA