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Biotech / Medical : IMNR - Immune Response -- Ignore unavailable to you. Want to Upgrade?

To: Dennis J. who wrote (1487)	4/27/2001 10:34:05 PM
From: Dennis J.	Respond to of 1510

And this message just posted on Yahoo chat from an investor (and friend) who follows IMNR closely. DJ ........................................................... IMNR WEEKEND by: mag48_ANCR (48/M/Chula Vista, CA) 04/27/01 08:59 pm EDT Msg: 24712 of 24713 1st off, the convertible is priced tommorrow so the effect is now over... the F series holders are restricted from holding more than 5% of that stock... so this also means they can't convert more than that, so in effect the floorless has a floor... it also means the max dilution is likely around 4 million shares which isn't great but isn't so terrible either... and worth it if it gets us to the next stage were we have revenues. 2nd, the company did not save any releases to try and spike the stock price, these events simply played out randomly, just as the S&P600 Index replacement simply occurred at about the worts possible moment... however it did provide one heck of a buy opportunity at $1.50 3rd, IMNR has zero intention of going it alone with RA... they simply don't have nor desire to create the sales force to do this. That being said, the closer they can get to approval without a partner, the better a deal they can cut with someone to distribute it... read, IMNR gets to keep more revenues. 4th, that $3 a share of tax loss carry forwards is really gonna come in handy once the company actually begins to turn a profit. 5th, as I understand it, if RA works then similar auto immune diseases may fall to a similar treatment... 6th, our new hire has some impressive credentials... wonder why a guy with this background and expertise goes to work for a $2 company?? Interesting point someone made about PFE running point on HIV and given his former association with our patent dispute partner, it does seem conceivable that RA & others are the real target... still, the timing suggests that with Spain nearly completed, and good results expected, that his immediate efforts will still be focused on REMUNE... all conjecture on my part. Everyone have a great weekend, it seems to me that IMNR is finally turning a corner here... Mark <><