Gsk Share Discussion Threads

[warranty] 17/4/2018 09:53

I thought the IMM result might have put some wind in the tail of GSK this morning but clearly not. Could there though still be some value in Lupizor if GSK were to take them over, they surely wouldn't have to pay much for it?

[rcturner2] 17/4/2018 09:10

IMM down 85%.

[tradermichael] 17/4/2018 07:39

....... response rate over placebo (52.5% vs 44.6% "responders")
....... due to a high response rate in the placebo group, this superior response did not allow statistical significance to be reached (p = 0.2631) and the trial's primary end point was not met.

Questionnable study design when all of the 'placebo' group were also on other drug treatments .....

[romeike] 17/4/2018 07:18

And there it is, IMM drug Lupozor barely any better than placebo. What a flop.

[losos] 16/4/2018 17:39

romeike - After a few years one gets to instantly recognise these types of posts. You don't need more than two brain cells to know that PI's can't move SP's. They keep trying 'tho haha. Feel sorry for any new folk who might fall for it.

[romeike] 16/4/2018 17:30

the hype is shameless

[best1467] 16/4/2018 17:09

Based on the above could take market share off benelysta especially as it appears to have very little side effects and better efficacy.If successful would not be surprised if GSK just take it over looks to be very low value stock at this stage interesting.

[billiondollarbrain] 16/4/2018 16:01

Immupharma (IMM) Phase III Lupuzor results expected this week.

Possible $ multi-billion blockbuster could lead to a massive re-rating of the share price.



This promising small-cap stock could be a millionaire maker in 2018
Paul Summers
26/12/2017



The suggestion that a single stock could lead some investors to become millionaires next year may sound fanciful but I think this is quite possible if events work out for small-cap drug discovery and development firm ImmuPharma (LSE: IMM). Let me explain.

Blockbuster potential

Over the last three months, shares in the AIM-listed company have climbed more than 200% in value as anticipation grows over the outcome of a Phase III clinical trial for Lupuzor — its 100%-owned potential treatment for Lupus.

Approximately five million people are believed to suffer from the chronic and potentially life-threatening autoimmune disease that can be a notoriously difficult to treat. In the last 50 years, only one therapy — GlaxoSmithKline‘s Benlysta — has been approved for use, despite its questionable efficacy and serious side-effects. In 2015, the drug achieved sales of over $400m. By 2020, this figure is expected to rise to $1bn.

Positively, data from Lupozor’s Phase IIb trial indicated that ImmuPharma’s treatment — which modulates rather than blocks the immune system — was both effective and safe. Moreover, the effectiveness of Lupuzor increased even after the three-month trial’s conclusion. Investors will be hoping that the 52-week, randomised and double-blinded study currently in progress (involving patients in the US, Europe and Mauritius) yields similar results.

In its most recent update on 21 December, the company revealed that all 200 participants had now received the full 12-month dosage and that the “robust safety record” shown in earlier trials continues to be seen. According to Chairman Tim McCarthy, the company looks forward “with continued confidence” to reporting on top-line results in Q1 of next year.

In the event of a positive outcome, ImmuPharma will then seek to exploit its Fast Track designation and push for approval from the Food and Drug Administration (FDA). Once received, the company would then be free to seek out a global licensing deal for taking Lupuzor to market or — perhaps more likely — consider takeover bids by deep-pocketed pharmaceutical giants at a price befitting its blockbuster potential. Given the suggestion that it could be used in the treatment of other diseases, the price could easily be in the billions of pounds. Right now, ImmuPharma’s market cap is a little over £200m.

Tempted? If so, it’s vital to consider the flip side of this investment.

Despite the encouraging outcomes of previous trials, the possibility of the drug failing to impress still remains. Plenty of highly promising treatments have disappointed at the last hurdle, resulting in significant capital losses for investors. Unless you’re willing to embrace this level of risk, Immupharma shouldn’t even make it on to your watchlist, let alone into your portfolio.

That’s why — as a holder of its stock — only a small proportion of my capital is invested in the company. This money can be lost. I might grumble and curse but — thanks to a degree of diversification — I won’t lose my shirt.

That said, if — and it remains a sizeable ‘if‘ — Lupuzor proves effective (or at least more efficacious than Benlysta), I’m confident that ImmuPharma could generate huge wealth for investors in a very short time period.

No investment is devoid of risk but only you can decide whether this is one worth taking.

[abdullla] 16/4/2018 15:51

Share prices,frankly my dear i don't give a damn,hey Sara Sara .............!

[woodhawk] 16/4/2018 14:44

Well said, romeike!

[romeike] 16/4/2018 14:22

@Toffeeeman - if you go down the road of asking "what if" when it comes to investing I am afraid that depression and alcoholism will be your friend! We all have "what ifs" the key is to look on the bright side, try to minimise losses and focus on the health and happiness which no cash investment will buy!

[fangorn2] 16/4/2018 14:03

zerohedge
‏@zerohedge
15m15 minutes ago

*TRUMP IS SAID TO GIVE DRUG PRICING SPEECH APRIL 26: AXIOS

[jrphoenixw2] 14/4/2018 19:07

Hi Infoc: IB = Interactive Brokers. A US discount broker with a global presence. Good pricing and execution live into the market. It's a pretty techie website, takes a while to get a grip on but comes with loads of online tutorials/walk-throughs and customer supprt etc. I still doubt I've explored more that 20-30% of what it's capable of doing. I opened my a/c with them (as a Brit) when living in Germany. Later, and with their knowledge, moved and ran the a/c from SE Asia; and now later ditto from the Middle East.

- downsides for some - you need US$100k equiv to open an a/c. - They don't offer UK/tax-enhanced products like ISAs (not that I'm aware of)

[infocusint] 14/4/2018 13:44

JRphoenixw2
I am in need of uk broker as an ex pat who are I B Thanks?

[ianood] 13/4/2018 17:44

Toffee - don't do what if, that's for lottery ticket buyers!

[toffeeman] 13/4/2018 16:26

If you had been an Everton supporter as long as I - you would overthink things!

[rcturner2] 13/4/2018 16:15

I buy these types of stock when the yield reaches 6%.

At that point I simply buy and hold.

You sound as though you are overthinking things.

[toffeeman] 13/4/2018 16:05

Ian - the questions are:
1. What return could I have earned in an alternative stock!
2. If I had sold at 1500 and re-bought at 1300 what would my return have been?!
3. Should I re-buy if it revisits 1250?

I should have put in a stop loss of 1450 when it hit 1500

It's nice to keep learning as an old fart :)

[montyhedge] 13/4/2018 15:38

The price is under what it was 20 years ago, so you only buy for the dividend not capital growth.

[ianood] 13/4/2018 15:37

Toffeman - you didn't get it wrong - look at deposit rates

[rlivsey] 13/4/2018 14:48

I did the same with tsco a month ago, look at it now.

[toffeeman] 13/4/2018 11:33

I sold today - for what I paid in 2014! So just the divi in between. So I got this one wrong!

Waiting for a recovery in SBRY so I can exit those.

[tradermichael] 13/4/2018 11:12

13th april TraderMichael 'buy' tp 1950p unchanged

[philanderer] 13/4/2018 10:48

13th april Jefferies 'buy' tp 1600p up from 1450p

[al101uk] 13/4/2018 10:00

nico9,

I'm an ex-TDW customer too, transferred over to II and still there mainly as a result of laziness.

Nothing that II has done thus far has made me dislike the service though, interested is the archaic communications is your only gripe or has there been other things that have caused your "pile of poo" assesment?

I'm with sicker, I just wouldn't reply to a survey like that, online or postal.