Bertilimumab and IMNP given a nice analysis by David Bautz of Zacks. FWIW, he thinks bertilimumab has "blockbuster" potential. http://seekingalpha.com/article/3293955-an-overview-of-immune-pharmaceuticals-as-bertilimumab-enters-the-clinic
IMNP partnership discussions progressing (gentle way of saying they are not going to make the "end of Q2" prediction they made. They should have just said, "mid-year." http://finance.yahoo.com/news/immune-pharmaceuticals-signs-license-research-120000730.html
Bertilimumab trial initiated on schedule http://finance.yahoo.com/news/immune-pharmaceuticals-initiates-phase-ii-203000689.html
Bertilimumab's enrollment is set to start in "June 2015" according to clinicaltrials dot gov. After the offering and with the sale of their IMNP shares, ICO now has cash to last them into Q4 of 2016.
IMNP's Amiket partnership talks "in negotiation stage." Amiket will fund Bertilimumab progress (which is already happening), Bertilimumab progress will fund ICO.
IMNP's near-term catalysts involve AmiKet. First and foremost, they are supposedly finalizing a partnership (before the end of the quarter so, again supposedly, by the end of May). While this has nothing directly to do with ICO, it should involve an up-front payment to IMNP. This will give them IMNP the cash needed to move forward on Bertilimumab. Like the announcement last month that kicked ICO into gear just by firming up the timeframe of IMNP's development of Bertilimumab, an announcement of an IMNP partner for AmiKet should give a boost to ICO since it should provide cash to to back up that timeframe.
At least so I hope.
ACST expects FDA meeting about CaPre before 5/31. Q4 & YE results usually announced mid-May. Good news would be nice--and I take it that ANY news about progress toward PIII would be good news. Delisting is probably baked in, but I suppose it might be a surprise to somebody, somewhere. May might be the last gasp for a push higher for a while unless they announce something quite positive.
Yeah. I'm surprised the nutso Canadian volume hasn't affected the US share volume, yet. People not paying attention, still, I guess. Or people are wary of illiquidity, maybe. (Catch-22, that.)
Of course, it might just be cheaper for IMNP to buy ICO (using Azria, the new chair of transactions) than to pay them milestones. Fun speculation.
IMNP's recent progress with Bertilimumab (ICO-008) bodes very very well for ICO. Any influx of cash from milestones, at these valuation levels, would be a huge shot in the arm for share price, as we've already seen with the IMNP announcement. I wish we had a bit more clarity about the structure of payments, but there is $32M to be had at various milestones reached by Immune. One would think initiation, completion, or approval of P2 and P3 would trigger a milestone. Some combination of these should happen this year, according to IMNP. This doesn't take into account increased value of IMNP shares, which will also contribute to ICO's value.