Share Name Share Symbol Market Type Share ISIN Share Description
Immupharma LSE:IMM London Ordinary Share GB0033711010 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.75p +1.52% 50.25p 50.25p 51.75p 50.50p 50.00p 50.00p 96,054.00 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.1 -4.5 -4.4 - 66.59

Immupharma Share Discussion Threads

Showing 7501 to 7524 of 7525 messages
Chat Pages: 301  300  299  298  297  296  295  294  293  292  291  290  Older
DateSubjectAuthorDiscuss
30/3/2017
11:26
Yes, just our different interpretations, carnivale. I understand your position. In answer to your post script, I don't think the transfer to another II explains all of their reduction in their holding over the months, but perhaps we can agree to see it differently. We can certainly agree that all is probably going to plan in the trial. A licensing deal would be a major boost. I think waterloo may be wise to be topping up at these levels and imo I should consider doing the same.
luminoso
30/3/2017
11:19
PS Luminoso just one correction .. you say "based on previous behaviour" but the evidence shows that they have not sold stock when they could have or when they were expected to ... Their previous behaviour , if repeated , would suggest that they will wait for an istitution asking for sizeable position for them to reduce their long ...
carnivale
30/3/2017
11:14
Luminoso , you are correct ( i had a feeling i was wrong , but could not find where i put it .) Thanks for correcting me It does not change my argument : come May , when the agreement resumes whereby Landstead pays IMM on a monthly basis, if they wanted to be neutral as opposed to long , they would need to have only some 4 mil shares left ... So have they been dribbling some 3 mil shares in the market , i do not think so . And i think they are unlikely to do so .( but that is only my opinion) Dribbling does not help them as it reduces the share price and therefore the worth of their long position without making a major contribution to their bottom line .. As you say , it should not bother us one way or the other ... what really matters is - is the trial going according to plan - are the negotiations about a licensing deal still going on The answer to the first one is obvious : it is going according to plan ..of course we will not know the most important data till next year's Q1 , but in the meantime will will get further updates about the lack of side effects (hopefully) as the trial progresses further , and perhaps more importantly Prof Sylvianne Muller will have more meat to put on the table regarding the rest of the pipeline As far as the negotiations about a licensing deal , we will probably only know when and if one is agreed and signed on ..IMM is known for running a tight ship so i would be wary of anyone speculating about leaks
carnivale
30/3/2017
10:47
carnivale from your post 2117 " at the last reported holding from Landstead they had 10.521 mil , more than they need to cover their ongoing commitment under the contract " The last rns from Lanstead was 29th December 2016 and they had 7,421,555 shares representing 5.95%. Reduced from 10,521,555 or 8.4% when they previously reported their holding on Oct 26th.
luminoso
30/3/2017
10:28
carnivale No evidence. Just an assumption based on previous behaviour. We have no real idea how they are selling - big or small chunks - but with every widely spaced catch all RNS from them, we learn that they have been selling. So the odd 25k here and there, dribbling to them, is not impossible IMO. Their rns's are not clear how they have been selling, apart from where there has been a direct transfer to another II. They just state the thresholds they have passed through. It is not a problem to me that they may be selling and the point of my post is that the drift back in share price does not constitute a worrying trend as it has happened regularly after spikes on news before and is probably just a symptom of this agreement with Lanstead that has served IMM very well. Yes Lanstead may have a long position in IMM as well, but they will almost certainly continue to reduce their other position. I believe the agreement lasts til August this year, meanwhile.
luminoso
29/3/2017
17:38
Luminoso where did you get any information that Landstead has been dribbling any stock on the market ? Whilst it is possible, the evidence has been to the contrary ..they have waited for an opportunity to do chunk trades with institutional investors as per oct 2016 . Of course the fact they have not done any dribbling of stock before does not guarantee that will never do so , but i still think it is unlikely .. Dribbling stock onto the market is not a good strategy for a large holder unless there is no other means .. As a result of the accelerated book build in oct 2016 , Landstead had agreed to pay upfront £1.5 mil to IMM ( accelerating the payments which they were due to make until May 17 ) but they did not sell the stock in the market : at the last reported holding from Landstead they had 10.521 mil , more than they need to cover their ongoing commitment under the contract : so Clearly Landstead have taken and are carrying a long position ( as a bona fide investor ) The normal agreement resumes in May 2017 whereby they pay a monthly amount to IMM , and they sell or NOT sell any stock to finance that payment ( up to date they have not sold any stock on a monthly basis to meet their obligation to pay IMM ) from May 2017 , they would only need some 4 mil shares approx depending on market prices to meet their payment .. so they indeed could be a seller of some 6 mil shares if they wanted to be neutral ( and not long as they clearly are ) ..there has not been any evidence of such aggregate large selling .. I expect them to only reduce their long position when an institution has demand for a chunk of a few mil shares ...and i would not be surprised in the least if they end up long of stock into the results
carnivale
29/3/2017
17:28
I bought a few more. Anything near the placing price seems good value to me.
waterloo01
29/3/2017
17:01
Its almost certainly our old friends Lanstead dribbling more on to the market, as is their wont. To be expected and nothing to worry about IMO. Hopefully a new RNS from them will clarify the position one day. I would have thought the arrangement is approaching its end soon ?
luminoso
29/3/2017
16:42
I did not expect a retrace to below the last funding either ..However we should keep things in perspective : it is hardly a big percentage retrace in the light of where we have just come from : from a feb 2016 placing at 26p , followed by a smaller placing in oct 2016 at 35p so a retrace to 49p from the last placing at 52p does not qualify as a big percentage retrace in my book In the meantime nothing has changed , the clock is still ticking , and for all we know a licensing deal could still surface any coming day or week
carnivale
29/3/2017
15:54
Hm. Looks like back to the forties.
greedfear
29/3/2017
15:48
I am in for the long term so not overly bothered, but I do struggle to understand the logic of anyone selling now when transformational news could come any day.
qazwsxedc69
29/3/2017
15:27
Was hoping we were done with the fiftys a couple of weeks ago,never expected to get back to the fourties but it's looking that way .Big percentage retrace puzzling on the facts we know about.
best1467
28/3/2017
17:11
Thank you Bermudashort If it is beyond your understanding of chemistry, it is much further mine However i sense that any licensing deal as has been alluded to by the management would allow for the furthering of the whole pipeline thereby giving IMM a truly multi pony appeal ... a clear way to diversify risk for both the company and shareholders The Nucant is the obvious candidate for being given the next boost , but depending on the upfront monies obtained by said licensing deal, the Eureka development might well benefit too
carnivale
28/3/2017
16:57
While all the focus here is on Lupuzor, it's easy to overlook what may be going on with the rest of Immupharma's pipeline and research. In particular the work of subsidiary Ureka rarely gets a mention. For any new to the stock, Ureka is a fully owned subsidiary working out of state of the art labs of the IECB (Institut Européen de Chimie et Biologie) at the University of Bordeaux. Ureka is working on creating artificial peptides that mimic long natural peptides but give greater stability and efficacy. They have recently submitted 2 new patent applications (see links below) hxxps://patentscope.wipo.int/search/en/detail.jsf?docId=WO2017037150&recNum=1&maxRec=14&office=&prevFilter=&sortOption=App+Date+Desc&queryString=FP%3A%28ureka%29&tab=PCT+Biblio hxxps://patentscope.wipo.int/search/en/detail.jsf?docId=WO2017037142&recNum=2&office=&queryString=FP%3A%28ureka%29&prevFilter=&sortOption=App+Date+Desc&maxRec=14 Way beyond my understanding of chemistry but Gilles Guichard and his team appear to have created a water soluble synthetic peptide. From the description:- "The present disclosure relates to the surprising and unexpected discovery that de novo design and subsequent sequence manipulation of non-peptide oligourea helical foldamers results in the controllable formation of diverse protein-like higher-order structures in aqueous conditions" Would be interested in comments from any posters with more knowledge on this subject
bermudashorts
28/3/2017
15:31
Thank you for that insight Carnivale
valmoran
28/3/2017
10:26
what is significant, is that animal data for those was promising nearly a year ago ( and the CNRS does not sit still) and that IF lupuzor is successful, phase 1 and phase 2 will not be necessary for those other applications ..Most likely a bridging study for each of them will suffice.That is what the latest funding was largely for , apart from some working capital .
carnivale
28/3/2017
09:10
The significance of the peptide uses in other auto immune diseases was alluded to in Prof Muellers talks at CNRS in the past . So I dont agree this is new information.
valmoran
27/3/2017
22:19
Well spotted Divimad I meant $30 Bil of course ! corrected now thanks for being vigilant
carnivale
27/3/2017
21:34
Best1467 I recommend re-reading Carnivale 2100 which relays some great thoughts and sense. And to all on this excellent thread why no pharma here? "ImmuPharma’s low risk-strategy is to capitalize on pioneering research taking place primarily at Europe’s largest fundamental research institution, the Centre National de la Recherche Scientifique (National Center for Scientific Research) or CNRS. The CNRS was founded in 1939 and is a government-funded research organization, under the administrative authority of France's Ministry of Research and has over 30,000 employees and an annual budget of over €3 billion. The CNRS has received many prestigious awards and has produced 17 Nobel laureates and 11 Fields Medal award winners. We have a significant collaborative research and development agreement with the CNRS, which grants ImmuPharma worldwide exclusive rights to exploit commercially certain discoveries." IMM is in my view CNRS's poodle. And from a pharma point of view would you like to take on the French Ministry of Research? Potentially very complicated. But CNRS too I suspect would like to have a supplement to government funding - hence IMM. Interesting combo.
bbluesky
27/3/2017
20:37
Valmoran Totaly agree re prof mueller having watched the June presentation is the reason I invested here. But the recent placing was a disappointing soley for the reason that the CEO gave misleading information prior.The reasons given for the placing were all in place and have been for sometime. Given the slide in the share price I would suggest it's disappointed many,lack of trust in a CEO is never good
best1467
27/3/2017
19:20
As I said a couple of weeks ago, I have invested here. As a result I was wondering what % chance people on this thread give for a positive result from the Lupuzor phase III trial. This is a serious question because I want to gauge the level of optimism here and of course this result is all that matters for the company in the short to medium term. TIA Nobby
nobbygnome
27/3/2017
18:01
Valmoran i do not think they misled us they said that they were fully funded for Lupuzor ( the 1st phase ) What is new is that there is now a number of diseases for which Lupuzor in its present form might well apply and the rewards would be humongous whilst spending relatively little time and money to prove it (phase 1 and p2 would not be necessary , probably only a bridging study which cost needs to be funded , but the rewards would be well worth it given the potential rewards and the fact that no monies had been spent for those new applications for P1 & P2 ) What is known now and not before is that Lupuzor instead of being a drug helping LUPUS sufferers , it is, through its unique Mode Of Action, actually a platform, potentially solving a good number of inflammatory problems affecting the immune system So we were funded for one disease (Lupus ) opening up a $2bil annual revenue market but we were not fully funded for another 5 or 6 diseases , opening up an aggregate annual revenue market in excess of perhaps $30 bil , all for the cost of a few £mil AIMHO
carnivale
27/3/2017
17:24
Agree with Carnivale re Prof Mueller - seems like a true dedicated scientist. Still a little bemused about the share placing having said they were fully funded.Its always worrying when you cant believe the CEO.
valmoran
27/3/2017
17:06
Edit: Similar to Feb presentation but makes good reading. Reference to "P140 platform with potential to target further auto immune diseases e.g. Crohns disease" and mention of blockbuster potential. , I've already got a reasonable stake but I doubt many would regret putting a few K in here. Could be life changing both for patients but more pointedly investors. They are talking of a drug which is on the fatter end of 'blockbuster' (if it repeats or beats the phase 2).
waterloo01
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