Market's view on Immupharma
Published on April 2024
- Discussions include speculations about the timing for obtaining patents and its impact on starting Lupus trials.
- A stock watcher highlighted the hidden value in Incanthera direct holdings and warrants on the balance sheet.
- Observations were made on the ironic stock price rise due to the success of another company.
- Comments indicate a steady situation with expectations of detractors emerging.
- Mention of funds moving to APH, an excellent profitable healthcare company.
- Some watchers recall the announcement that there will be no further dilution, calming market nerves and suggesting a potential turning point in share price direction.
- It’s noted that the company is not a one-trick pony, hinting at multiple potential game-changers in the pipeline.
- Discussions about the company being undervalued considering its assets and warrants in Incanthera despite no imminent deals for upfront cash.
- Positivity expressed regarding the end of dilution and a balanced view presented in a recent RNS, outlining company prospects and fiscal position.
- Investments by Avion in P3 trials highlighted, with the investment deemed significantly higher than the current market cap.
- Details of existing deals on US rights in Lupuzor with P3 fully funded, and ownership in Incancthera with a significant retail deal unreflected in the share price.