Immupharma Share Discussion Threads

[mudbath] 18/6/2022 13:29

eva_1989

My experience over the last trading week mirrors your own, with all my buys limited to a maximum of just 20,000 and any attempt for larger quantity, via fill and kill, registering a "failure".

Having said that, a cumulation of my small purchases did eventually add up to 117k, including a 10k tranche at just 5p.

On the other side, the MMs were always willing to buy in lots of 100k (and above) at a very significant premium, sometimes over mid.

One can always read too much into these trading patterns, yet it does appear that there is an undercurrent of interest in IMM shares accompanied by a reluctance of the MMs to part with any stock which they might hold.

Good luck !

[nobbygnome] 18/6/2022 06:56

Hmmm I may have to buy a few more on Monday. However when are they going to get the clearance for the phase III FFS….

[eva_1989] 17/6/2022 23:52

Something is going on here

Since last one entire week - I couldn't buy anything more than £2,000 worth of shares.

Called HL and they replied - nothing available

well..

[stockriser] 14/6/2022 16:14

My £3k top-up appeared to start the rise ;-)

GLA SR

[eva_1989] 13/6/2022 15:39

Doing my best to keep bid up

bought more

avg now 8.3 P

All the best

[sicilian_kan] 13/6/2022 10:20

This is now grossly undervalued. The market cap is now less than the cash that Avion will be putting into the P3 programme.

[mudbath] 13/6/2022 09:48

Currently buying in size at 5.3p.
Will the MMs offer a 17% profit later today ?

[sicilian_kan] 27/5/2022 10:10

FWIW, I have also been buying in the past few days. I think the prospect of P3 starting is now high given the PK results and the amount of cash Avion are spending on the P3 trial is more than IMM's current market cap! Clearly massively undervalued here with good prospects of a significant uplift on P3 getting the FDA green light (or in anticipation of the same beforehand). Remember IMM have full 100% EU and ROW rights as well as royalties and milestones for the US rights. Then there is the rest of the pipeline with news due later this year too.

[nobbygnome] 26/5/2022 21:00

I massively reduced my STX holding on the way down with an average I guess of around 55p. I still have a few but basically watching and waiting for signs of life. The price is ridiculous but the fact they may need another fund raising will rest heavy on the price.

[daveboy19] 26/5/2022 20:53

Not seen you on STX Nob for a while. Maybe since 70p odd, and that was dire (then). Seems a life savings ago.

[colsmith] 26/5/2022 16:55

NOBBY may be you have it right - the old axiom "sell when all are buying and buy when all are selling.

[nobbygnome] 26/5/2022 15:26

Hi Brad! Unpleasant as always I see. Can’t we bury the hatchet now as we are both (temporarily at least) on the same side?!?

[nobbygnome] 26/5/2022 14:52

For the record just bought some more by spreadbet at 5.5!

[nobbygnome] 26/5/2022 11:47

BTW good post S_K! Well reasoned as always...

[nobbygnome] 26/5/2022 11:43

Join the club. Lupuzor is very unlikely to work and the management here are shockingly bad. However, the price should go up if and when the commencement of the phase III is announced as there is still some doubt about whether that will actually happen. To be fair the company did put a bit more detail (finally) in the results statement which makes me think the FDA should be content with the PK results. It was like drawing hen's teeth though....

[lord loads of lolly] 25/5/2022 14:28

Well it's hardly a share to be bullish about now, is it. From 180p in Jan 2018 to just over 5p today. Not saying it won't go up again at some point. But you're right, I'm not a fan.

[nobbygnome] 25/5/2022 10:22

So LLOL you are now a bear of IMM!

[sicilian_kan] 25/5/2022 10:20

There are a number of expenses in the past year that will not repeat. Management etc costs will be down £1m this year, another near £1m of convertible loans were repaid last year, then we have the PK study costs that will not be incurred this year. Plus there are Lanstead monies due.

The key here for IMM is to get FDA approval of the P3 study post PK study, which will boost the share price, which will divert costs onto Avion who are funding the P3, and which will increase the revenues from the Lanstead deals. How quickly they can do this - and whether they can get through without raising monies in the immediate future - is not known though.

[lord loads of lolly] 25/5/2022 10:18

Let's just hope they don't run out of cash before then.

[nobbygnome] 25/5/2022 09:55

LOL. It’s all about the phase III starting. There will be a spike if and when that happens and I will be out! It’s a punt not an investment

[lord loads of lolly] 25/5/2022 09:48

You say you bought at 5.7p & again at 5.9p, yet you haven't "really focussed on the finance". Perhaps that and the alarming cashburn rate (£1.6m left at year end v. £5.9m last year, despite the £3.6m placing) helps explain why both trades are currently underwater?

[nobbygnome] 25/5/2022 08:18

I haven't really focussed on the finance but isn't there more Lanstead money to come?

[ken chung] 25/5/2022 08:11

Loss for the 12 months to 31/12/2021 £8.2m and commercialisation nowhere in site. Big dilution coming.Lemmings and mushrooms only.

[ken chung] 25/5/2022 08:09

Loss for the period £8.2m and commercialisation nowhere in site. Big dilution coming.Lemmings and mushrooms only.