Immupharma Share Discussion Threads

[wigwammer] 25/1/2018 11:23

Rossy - appreciate the post and I have little doubt your sentiment is genuine.... but when you write "in addition with the chairman also having a checkered past" - are you suggesting Tim McCarthy is checkered simply because the Alizyme drug failed? If so, I think that is a very unfair description of reality. It may also lead a reader to believe your post more generally is a little toppy on rhetoric.

[flavio_monteiro] 25/1/2018 11:20

Rossy ...I will be holding ALL my IMM shares not because of what TimMcCarthy says or because of a dodgy boutique investment vehicle but because of the science of the P140 platform and S Mullers research.

Last year we were looking at a Lupus blockbuster...now we may have several blockbusters....and all we can chat about is this share issue and a paultry 5% dilution....Nothing said on this or other B.B. will EVER Change my views. I added another trance of shares yesterday. Nothing has changed....the story has got better in the last year.

[herschel k] 25/1/2018 11:18

rossy7325 Jan '18 - 09:25 - 11106 of 11136
0 1 3
As you may have seen from my previous posts I have been fairly bullish on IMM.

Something didn’t look right to me yesterday when this placing was carried out by a business I’d never heard of.
Following a few hours of calls and research last night, starting with the FCA register on the placing agent and where the people working there now have worked previously, I made some discoveries which made me feel uncomfortable to say the least.

It’s in everyone’s own interest to fully research the people involved in an investment you hold or are making especially when you have large sums at stake.
I learned that many of the brokers/employees at TP had been at other businesses which have gone either into “special administration”; or now cease to exist - the precise terms on each business was not clear.

Following a few calls to some old contacts to try to get an understanding about whether I should be concerned about being a holder here a number of names were mentioned which have been involved with dodgy financial dealings in the past and unfortunately there’s too much of a whiff here for me. I’ve sold my entire holding this morning in

I’d recommend to everyone invested here that you do some research of your own here as there’s a similar pattern with people involved at the placing agent and their previous experience - let’s just say there aren’t many folks working there with previous experience from tier 1,2 or even 3 financial services businesses.
DYOR

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it's far from straightforward Rossy.

certainly nowhere near as clear-cut as you are making out........IMO.

H

[barriew] 25/1/2018 11:11

If they are only holding short term they will want a lot more than the 144p they paid, so i doubt that they are.

[ytsa2] 25/1/2018 11:02

The only blemish i have found do far is Turner Pope previously worked for cornhill capital. After he left ?2015 CP were fined in jan. 2017 for some AIM listing. Availabe on line. Fined 200k and admitted error of judgement etc. Tp left by then anyway

[chalky230] 25/1/2018 10:56

Cambridgedon

I agree .. I see Turner Pope have worked with Northland capital before so there seems to be a connection there and this is good
Do we have any reason not to trust Northland ??

If they have asked there clients to put money in they would want it to be successful especially as its a young company

I would really like to know what there sales pitch was to there clients ?

My only concern is if they are only going to hold short term and get out before the results, so would really like to know what there clients have been advised anyone know ?

[babanki] 25/1/2018 10:53

I bought this share not because I trust Tim McCarthy but because I trust the CNRS.

[wigwammer] 25/1/2018 10:52

I recall similar concerns about Lanstead at 27p. Shares rose 500%.

[cambridgedon] 25/1/2018 10:43

rossy73,
Turner Pope Investments look like a young, aggressive finance boutique with access to funds with which to invest in IMM. Even if they were a bunch of rouges and charlatans (which I can find no evidence of)why would we care? Their clients' money is as good as any other. There may be lots a reasons to sell out of IMM but genuine, or mis-placed , concerns about Turner Pope should not be one of them.
I will not be selling out because of the accusations made by rossy 73, even if they are honestly meant. FWIW I can find no evidence of wrongdoing on the FCA site, but maybe I don't know where to look.
Strong hold here.
CD

[allonblack] 25/1/2018 10:29

Thanks Rossy. I have pushed this stock on this chat and so fwiw I have sold out today. I have made good money in it but several red flags have appeared. I hope for those suffering with lupus this proves to be a winner. GLA.

[greatfull dead] 25/1/2018 10:28

.................................................

[dontshoutatonce] 25/1/2018 10:22

Rossy, if you're saying IMM aren't all squeaky clean, the P140 platform and Lupozor still look incredibly promising and can do as we hope as a multi billion £ company, or have I misunderstood?

[hottingup] 25/1/2018 10:07

Tim McC makes it pretty clear:

1) Lupuzor could benefit 'millions of patients' and make 'multi-billion' $ sales.
2) The current market capitalisatrion of the company (£200m - £250m) is 'tiny' in pharmaceutical terms.
3) The benefit to IMM shareholders in terms of uplift in value of the company based on this drug is 'exponential'.


Tim McCarthy (IMM Chairman) Two Interviews, 18/1/2018:

"I am really excited that in a relatively short period of time, we could have a drug [Lupuzor] on the market which would benefit literally millions of patients across the world for a condition for which they havn't had an effective treatment ever...

...to be a relatively small UK company, sitting here as we do with this late stage product, owning 100% of it, from a commercial perspective that's really exciting as well because this is potentially a multi-billion dollar drug...this is definately going to be a product which will sell in the multi-billion dollars per year...

...we [IMM] are still only valued at £200 - £250 million. In pharmaceutical terms and the prospect of this drug, that is absolutely still very tiny when you consider the potential of this drug...There are a number of discussions going on...so its exciting on a number of fronts."

6 min 45 sec:


"This [Lupuzor] could be selling in the billions of dollars per year, every year...We are ticking all the boxes in terms of the market potential, the profile of drug [Lupuzor] the lack of competition, we as a company own it 100%, so going on from here, the benefit to our shareholders in terms of the uplift in value of IMM based on this drug is exponential potentially..."

27 min 2 sec:

[divinessence] 25/1/2018 09:56

rossy73 have a look at IDP, cheap as chips. I respect your opinion and have been reducing my holding for a few weeks now but still have core holding which I am optimistic (cautiously) about. My current holding has not cost me anything as I've been in IMM since 50p. Wish you all the best.

[greatfull dead] 25/1/2018 09:53

rossy,

I have already contacted the Financial Ombudsman. I very much doubt they will do ought though.

ATB,
GD

[gbh2] 25/1/2018 09:53

Can't beat a bit of research rossy, well done.

[money maker1] 25/1/2018 09:52

If Tim McC is saying multi-billion dollar sales for Lupuzor (and he is the one who knows more about it than anyone else here) which we take as being a minimum of $2 billion pa, that gives a company valuation of $14 billion or £80 a share. The figure is even higher if we assume $3+ billion, and so on, etc. He also used the term "exponential" growth in the value of IMM, which is a lot more than just doubling - more like doubling every day.

[top tips] 25/1/2018 09:51

For chartists looking at the last six months, the RSI 14 usually bounces from around this level. Might catch out a few sellers.

Just for Lupuzor treating lupus:

50,000 patients at $25k pa = $1.25 billion pa revenue
100,000 patients at $25k pa = $2.5 billion pa revenue
150,000 patients at $25k pa = $3.75 billion pa revenue
250,000 patients at $25k pa = $6.25 billion pa revenue
500,000 patients at $25k pa = $12.5 billion pa revenue
750,000 patients at $25k pa = $18.75 billion pa revenue
1,000,000 patients at $25k pa = $25 billion pa revenue
1,250,000 patients at $25k pa = $31.25 billion pa revenue
1,500,000 patients at $25k pa = $37.5 billion pa revenue
2,000,000 patients at $25k pa = $50 billion pa revenue

Then add in revenues for the P140 platform treating 9+ other indications, including arthritis which has an even bigger market (the world's best selling drug is for rheumatoid arthritis and Crohn's, at $16 billion pa). Several immunology drugs are among the top selling (and we don't have the adverse side effects):





Its so easy to get past £100 a share or even £200 !!!!!!!!!

[rossy73] 25/1/2018 09:49

I spent a lot of time searching the fca register on all the individuals at the placing agent and their backgrounds. In most cases I found businesses had ended up in special administration with mis-selling claims and others hanging over them. In many cases clients had to be compensated from the government compensation. It would be foolish of me to name specific individuals but the clues are all there if you do the digging. In addition with the chairman also having a checkered past, I just smelled a rat and decided to sell.

[dontshoutatonce] 25/1/2018 09:47

Che7win, nor am I. I asked Tim during one of the talks he gave last year, if they would raise more money to see us through and he replied that he didn't think so because the massive income from Lupozol would fund the rest.

[che7win] 25/1/2018 09:44

That is out of the way, we can get back to highs now

[che7win] 25/1/2018 09:43

I agree, the fall from 180p is because the fund raising was circulated and fund managers sold down, knowing they were getting new shares at 144p