Immupharma Share Discussion Threads

[sclper] 14/9/2022 11:33

It must be hard for shareholders to still trust Tim and have faith in him to deliver a return on investment

[arlington chetwynd talbott] 14/9/2022 11:29

You are welcome to them. Good luck!

[waterloo01] 14/9/2022 11:07

waterloo01 - 03 Aug 2022 - 17:14:41 - 38031 of 38311 IMMUPHARMA - IN FINAL PHASE 3 LUPUS TRIAL TARGETING BLOCKBUSTER ($1bn+) REVENUES - IMM

Nobby, if for any reason phase 3 doesn't run, the Lanstead death spiral will decimate them

[sicilian_kan] 14/9/2022 10:59

If they have a second generation tech being developed, in my view the best option would be, if they can get the funds, to learn lessons from this generation, to bin the old one, and to apply those lessons in the improved second gen tech. That said, I'm not holding and have no intention to without significant clarity as to the way forwards, partner commitments, funding, regulatory resolution etc. Far too much uncertainty and risk for this to be an investment, and as said above, still with a long way to potentially fall in the interim.

[sicilian_kan] 14/9/2022 10:57

They have been trying with the regulators to fix the P3 protocol now for over 2 years! It commenced with the (subsequently failed) SPA application announced on 27 July 2020. Then we had the PK issues, then this.

[supernumerary] 14/9/2022 10:52

Not really a surprise, though, is it? Nobby's been saying for years that it doesn't work at these dosing levels - that being the case, why would the FDA be less sceptical than he is?

[waterloo01] 14/9/2022 10:50

That's Tim for you. It's probably shorter to list what the FDA like than what they don't.

[nobbygnome] 14/9/2022 10:49

I wouldn't be surprised if Avion dump the drug. After all they haven't actually spent much yet so could probably write it off relatively easily. I guess it depends how the contract is written....

I would love McCarthy to do another interview to explain himself!

[arlington chetwynd talbott] 14/9/2022 10:48

That RNS feels like it skirts over the broad implications of this news, implications that could be stated right here and right now, whatever the detail of the way forward will look like. It feels a bit slimy and evasive, in other words.

[waterloo01] 14/9/2022 10:45

Lost £500 on a bad trade. Given my view of TM, I really should have resisted. Oh well. As for those buying.....market cap still £17m. It should probably be well into the low single figures, so another 50%+ downside to go.

[david gruen] 14/9/2022 10:44

Did you all expect to multi-bag within a month?

I'm buying your shares on the cheap. Watch and learn.

[colsmith] 14/9/2022 10:43

As ever precise but vague - experts with a different view and unfortunately the FDA experts hold the key to approval; still if Avion experts thought investment worthwhile and PK study met the objective, whatever that was, then its unclear if the FDA response is a kiss of death or a delaying tactic. Strategical I think the company made a mistake in either:

- not selling rights to a large pharma
- seeking approval out of USA; US is toxic for example LUPUZOR was not US approved but was elsewhere in EU, Japan etc.

So jury is out, its ether still possible to fly or doomed, but as it came out of CNRS, another load of expert, maybe its still a fighting chance. So until we get, if ever, the real detail of FDA points its all foggy.

[waterloo01] 14/9/2022 10:42

Another Tim but dim result.

[manual dexterity] 14/9/2022 10:29

I've sold out of IMM on the news as well. Have a tonne of EVG which also in terms of share price has been disappointing.

[sicilian_kan] 14/9/2022 10:20

Fortunately had none but that RNS is a clear sell in my view. Clarity needed to make any investment case at all.

[neo26] 14/9/2022 10:20

Thats not good. Ffs

[nobbygnome] 14/9/2022 10:14

I'm out with a loss. McCarthy should be locked up....

[eva_1989] 14/9/2022 10:12

This RNS should sink IMM share.

Very bad look

Sigh

[nobbygnome] 14/9/2022 10:08

What a shocker. It looks like Tim did indeed lie…

[eva_1989] 14/9/2022 09:42

Nobby - Thank you. Fingers crossed!

BS lord - it’s habit of Dogs to bark but I can’t stop them ;)

Hope I will show you the same screenshot for IMM

Enjoy

hxxps://paste.pics/0dced47fee45f15276e51bab32b43421

[lord loads of lolly] 14/9/2022 09:01

Nobby - thought you might say that and I'm sure you also took other factors into account. But presumably Tim's previous predictions (which all turned out to be wrong) were also either written down or on camera?

[nobbygnome] 14/9/2022 08:43

And of course the 80:20 prediction does not only rely on that one statement…R30;