Immupharma Share Discussion Threads

[hamila01] 16/12/2017 09:08

Whilst I disagree with badger's gloomy view of small pharma's, I do have to agree about badger's point regarding some of the overly optimistic estimates that keep getting repeated....

[immy1992] 16/12/2017 07:08

badger

the 1 percent of the 5 million global lupus sufferers who can afford it. Ie 50 000 patieints. Im just saying 1 percent cause you know, top 1 percent etc etc. could be even 5 percent

50 0000 x 20k a year = 1 bil pa

At least.

[barriew] 16/12/2017 06:52

Badger the main market would be usa, and its the peoples insurance that pays the bills,
They were only needing 50 k patients and its a billion dollar company,
Shut the door on your way out mate,

[gisjob2] 16/12/2017 06:49

Badger so we agree this risk profile isn't for you ! move along there's a good chap !

[barriew] 16/12/2017 06:48

We have had lots of ramping now a new poster badger60 who has never been here before, like nobby before him, to talk the company share price down,
Just dont invest mate if its not your cup if tea,

[gisjob2] 16/12/2017 06:45

The NHS like it does for cancer. Lupus is an unmet need that cost the NHS money every day. I ask you how much do you think a kidney transplant costs the NHS along with the aftercare anti rejection etc. I don't understand the point of you being here if you don't see the value of investing. I haven't suggested you invest here so what is the point of you posts.invest -don't invest it's your choice.

[badger60] 16/12/2017 06:42

Seen it all before mate......Take a look at PRM, RGT, AZM, etc.etc.PRM still going (only just) once valued £200mio + at 240 pps......now 3.5pps ....never earned an honest penny in more than 25 years......

[badger60] 16/12/2017 06:38

Answer the question then.....who is going to pay for the treatment?

[gisjob2] 16/12/2017 06:38

And holders in the last few months have seen the share treble !

The research is done, we're at the end of phase 3 trials.

[badger60] 16/12/2017 06:36

.........and there's a graveyard overflowing with failed fledgling pharma companies (and their shareholders) which have collectively burnt in the £bns on research etc. ...without earning a carrot........

[gisjob2] 16/12/2017 06:35

Badger, if that's the way you feel then don't invest. However if you don't believe the potential numbers I don't see why the current substandard treatment Benlysta was valued at $7 billion by GSK in 2012. That's a nice long telephone number for you and again GSK know far more about it than you or I.

[badger60] 16/12/2017 06:28

Unfortunately all fledgling pharma/bios love talking in telephone numbers about revenues, market share, blockbuster etc........In 25+ years, I've never seen one deliver......

[gisjob2] 16/12/2017 06:22

Badger, Tim McCarthy is already on record baseing his projections on $20k per year. I'm sure he knows more than you or I and it would also make sense for him to be a little conservative. It still wouldn't be the most expensive of treatments, how much do you think some cancer treatments cost and who picks up the bill there ? How much do you think a organ transplant costs the NHS which is a possibility if you have this illness at the moment?

Regarding the demographic Tim McCarthy has explained there are about 5 million suffers worldwide. The company can target 1.5million who are mainly based in the US and Europe.

You can watch all the interviews on YouTube for all this information.

[badger60] 16/12/2017 06:06

I think that a reality check is in order here.

Who is going to pay for this $25k-$30k pa per patient to treat the "estimated targeted" 1.5- 2mio lupus sufferers? Nation health systems?...Private health insurance plans? No way!
National Health systems are financially burdened well beyond their limits already, pre existing conditions would not qualify for insurance...... and I'm sure that lupus would be heavily excluded from cover in any case.
Demographically where do lupus sufferers lie? What % are in a wealthy western class sector who could afford their own treatment?
........and how long does a sufferer have to be treated before they are cured?
I would argue that any subsidy for the $25k-$30k pa lupus treatment payment would be minimal at best.
Imo, taking a generous stab at the number of who could afford to pay for treatment, probably 15000 sufferers pa globally is a far more realistic figure.

[lukead] 15/12/2017 17:06

I agree with you black blackbear, gbh2's post appears to be an odd one, grievous bodily harm? Lol

[blackbear] 15/12/2017 16:55

Lots more buys should be 180p today,

[gbh2] 15/12/2017 16:55

Sellers with no market buyers means the shares have to be picked up by the underwriter which tends to drive the share price down.

[ny boy] 15/12/2017 16:50

Not really

[alphapig] 15/12/2017 16:28

Must be some hefty sells to come to keep it down like this.

[ashehzi] 15/12/2017 16:21

Is 16x p the new norm?

[ny boy] 15/12/2017 15:48

Level 2

5v 1

[ny boy] 15/12/2017 15:46

Big buys going through, small sell trades, sooner or later another raid leg up towards 200p before Xmas 4.5 trading days left, tick tock.

[sportbilly1976] 15/12/2017 13:53

Once the seller at/around 165p clears this could move again quite sharply 10-20%