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Re: noreen post# 4823

Thursday, 03/08/2018 6:38:19 PM

Thursday, March 08, 2018 6:38:19 PM

Post# of 18220
Sorry -- haven't been checking in lately.

I don't know that IR firm...is it a PR service instead? They don't appear to have any NIRI credentials - which is a baseline quality check for IR nowadays. Usually IR firms of note list their staff and strategies...I'm not saying IRP was any big shakes but the senior partner had good training at FRB back in the day.

Someone else pointed me to an IR firm which looks like someone who is a flat-fee writer. He could be fine..but if someone is writing for a flat fee - it brings up the question of whether they are able (or willing) to look at an investor presentation critically -- or if they simply do what management wants to say.

As far as AHAR...I may have crossed my wires. It is owned not by Vincent Ahonkhai, whose ties to the Gates Foundation I've had difficulty fact checking. AHAR, however, has had ties to IMUN for years and GB Global. It's key physician seems to operate primarily out of NJ and under several different practices. AHAR also did the bridging study for IMUN. If we go back 3-5 years - deals with GB Global and AHAR went nowhere....so I am simply saying the second time may not be the charm. Why would AHAR pay such an inflated price for LDN relative to other orders? Do they expect to pass it through to patients or does it help boost IMUN's margins....I don't really want to dig into related company transactions -- and while there may not be any in the filings -- I think there are.