Immupharma Share Discussion Threads

[nobbygnome] 10/8/2022 07:55

Not long to wait now for the FDA approval although according to Tim on the Investor Meet call they had that all along. I was a little confused by that statement; why bother with a costly PK study if you didn’t need to?!?

There was more interesting information in that presentation with regard to the half-life when they said you couldn’t measure it after an hour in the blood. This comes back to my central premise as to why it won’t work. Their experimental data showed you need a concentration which is higher than will be achieved in blood with the astonishingly short half-life. So the site of action is crucial because the only place where the concentration of drug will be high enough to get an effect will be at the site of injection….

[thordon] 09/8/2022 22:50

Constructive comment

[michbens] 09/8/2022 19:31

Is this dog still going?

[bloomberg2] 05/8/2022 19:40

https://twitter.com/rckhlld/status/1555624026688684038?s=21&t=PCUD4Fzp53srOjyW9IG6eQ

[lord loads of lolly] 04/8/2022 14:50

Eva Perón - why sell now when the placing debacle is already priced in (unless you no longer believe Phase 3 will be approved)? Makes no sense. But then you never have to me, I'm afraid.

[lord loads of lolly] 04/8/2022 14:46

mudbath - How else then to interpret "So much more edifying than the trite "big plunge coming tomorrow morning" and "Tim is a disgrace!" contributions."?

[mudbath] 04/8/2022 11:16

For the record, I have not indulged in "slagging off" anything llol.

[chesty1] 04/8/2022 11:15

I was in this one until someone on the SNG thread kindly advised me to sell (which luckily for me I did)

Be lucky to all

[eva_1989] 04/8/2022 11:13

I wish I never came across IMM

Sold again with loss

[lord loads of lolly] 04/8/2022 11:07

mudbath - odd you slag off yesterday's posts predicting a "big plunge coming tomorrow morning" when - er - a big plunge came this morning.

[nobbygnome] 04/8/2022 10:25

>> super

They have used a 1000 ug dose but you make a good point from IMM’s point of view. However a well funded company could buy the asset and start again so I think it does have inherent value

[supernumerary] 04/8/2022 10:20

Nobby - I don't believe the doses you're advocating have ever been tested in humans, and are many times higher than the current dosing levels. So to use them they'd have to go back to Phase1, in which case there'd be no way they'd ever get funding. So as far as I can see, if you're right, the asset has no practical value.

I don't believe you were here when McCarthy arrived? I certainly remember him as a breath of fresh air - the company had been brain-dead for years before that - rapidly running out of money and without the nerve to raise enough for a trial. Whatever his faults he's done the job he's paid to do and kept the show on the road. In the face of what, if you are right, is plainly bad science.

Anyway, it continues to roll on. Let's see what the FDA says and the Ph3 brings with the revised selection criteria.

[waterloo01] 04/8/2022 09:31

That's the point, the phase 3 is fully funded, and the pipeline is so early that's it has little value. So why do they need to raise so much cash, at such a deep discount that involves death spiral finance just to keep the corp entity going? I'd suggest it's about TM et al's salaries.

I'll leave it there. Not much more I care to add. Best of luck.

[1bond] 04/8/2022 09:28

sicilian, I don't follow DEST, but there most advanced asset is NTCD-M3 which has completed a randomized, double-blind, placebo-controlled Phase 2b. IMM is further advanced and we shouldn't forget fully funded for its Phase 3 program. I will also follow DEST to see their progress. Thanks

[nobbygnome] 04/8/2022 08:49

Oh and Tim was Chairman of the previous Board which ‘delivered very little’. He conveniently blamed everyone else for the non delivery…

[sicilian_kan] 04/8/2022 08:48

DEST is valued at £29m and has two P3 ready assets, i.e. £14.5m each. Yes, they are unpartnered, however an RNS in the past week said they were close to partnering the first.

That said, 1bond, I agree with your general sentiments.

[nobbygnome] 04/8/2022 08:46

>> 1bond

How about STX which has a FDA and EMEA approved asset and is valued at £15 million. If you think IMM is good value you should be piling into STX!

[mudbath] 04/8/2022 08:42

Thanks for providing some balance, supernumerary and 1bond.

So much more edifying than the trite "big plunge coming tomorrow morning" and "Tim is a disgrace!" contributions.

The IMM share price might indeed weaken further .
In this event, I would hope to benefit from taking a decent position.

[1bond] 04/8/2022 08:02

Nobbygnome, Slightly disagree, the previous board delived very little, huge salaries and costs over many years and no direction. The board has been restuuctured, well done Tim, more focus, a phase III asset fully funded. Find me any other company on AIM with a Phase 3 asset with a market cap below £20m. Actually I will save you the time, there isn't any! If Tim gets this right and we see an apreciation in the share price post 29 August, then cash will roll in from the Lanstead deal and the exercise of warrants, so the company will be very well funded. Lots of if's, but this could be the turning point.

[nobbygnome] 04/8/2022 07:33

>> super

It’s not a worthless asset; experiments show the drug works but at a much higher dose than that being used. The management here have been incompetent for years and McCarthy has been the constant throughout that period. Yes they need to raise more money but that is because of the non delivery over many years.

[shirley83] 03/8/2022 23:09

Another discounted fundraise at 5p this time. Ouch...

[supernumerary] 03/8/2022 22:52

waterloo - it's no use judging McCarthy from the point of view of a PI trader. If you look at it from the point of view of the company - who pay his salary after all - he's played a blinder since the day he arrived. Without him IMM would have been dead in the water years ago. It's the science and the scientists that have let investors down, not McCarthy who, let's face it, is the only thing that's kept them from the knacker's yard. Before he arrived the company was completely moribund, with a clueless management sitting on a depreciating asset with no idea how to move it forward.

This deal looks ugly, but so did the last Lanstead deal and in fact it worked out very well for IMM. If this is structured like the last one - haven't really looked at it - then everything depends on the news flow: positive and everyone's happy, but negative and it's an excruciating death spiral. But McCarthy's just doing what he has to in the face of a worthless (if you're to believe what some say) asset.

[lord loads of lolly] 03/8/2022 22:34

1bond - whilst £60K isn’t peanuts, let’s put it into context. Nice but Tim earned over £287K from IMM last FY (and holds 4.5m options in addition). So he’s hardly betting the farm.

[1bond] 03/8/2022 21:50

He is investing £60k. A big positive ahead of FDA meeting in my opinion