Immupharma Share Discussion Threads

[nobbygnome] 16/5/2018 10:09

I see that the 2 anifrolumab phase III trial results are expected to report this month. Although, nothing is ever certain in Lupus, I expect a positive result in these trials because they did enough patients and have a credible MOA. I see they are also doing a trial specifically in Lupus nephritis which is a particularly nasty form of the disease.

So if/ when positive results are posted by AZ, this could be very bad news for licensing Lupuzor because potential purchasers will know that a good drug will shortly be approved and will have years of commercial advantage.

Nobby

[brad44] 16/5/2018 10:01

yes agreed bazzer13, i could see a deal of cash and shares being tabled. lets see, as this stands, there are many exciting elements within the portfolio too.

[nobbygnome] 16/5/2018 10:00

>> bazzer

Aren't you annoyed that che ramped the share aggressively whilst privately having concerns about the trial design?

[bazzer13] 16/5/2018 09:59

Good write up Che7win,

I think they are activly seeking a deal or takeover.
This wouldnt be the same sums that a successfull trial would reach.

Im happy to hold but just hope they dont try to demand too high a price, get the deal done for the patients and investors alike.

[nobbygnome] 16/5/2018 09:51

>> dim

It is not ethical to run a placebo group for up to a year where the patient is not treated with anything else. Although the SOC drugs aren't great they do have some benefit.

[nobbygnome] 16/5/2018 09:49

>> boromin

I think the activity in the skin is a complete red herring. Muller only brought this up because it was clear that the spleen effect she described in the mouse could not be reproduced in humans because the blood level was never high enough to measure. This just shows her muddled thinking.

So sc is fine but you need to know that the bioavailability (the amount of the dose which reaches the blood stream) is reasonable. At the moment they have no clue because they can't even measure it in blood.

So in summary I suspect spleen, lymph nodes and other immune sites are where the drug need to reach so you just need to get the dose right to achieve this. A lot of work to do though....

Nobby

[rathean] 16/5/2018 09:49

Nobby there are other indications their platform was being applied to. Agreed we'll not see anything that could be commercialised for a few years so in the absence of a buyout the management carry on as before, but with more experience.Imo 50p will be where this settles by year end assuming some partnering with a big pharma to progress their portfolio.

[dlm2602] 16/5/2018 09:47

I am a long term holder of IMM and continue to be so, but given the trial failure it does make me wonder if it was Lupuzor or the trial specification that was to blame. I am not a scientist or medically trained so maybe my thoughts are too simplistic, in which case I apologise. The P3 trial pitched Lupuzor + SOC against Placebo + SOC. The SOC would include immunosuppressants and steroids etc which all have unpleasant side effects. I always thought that if Lupuzor was successful it would be prescribed as an alternative to SOC and not as an addition. So why has this trial (Lupuzor on its own) never been done? If Lupuzor just matched SOC then it would surely be given regulatory approval as it has none of the current SOC side effects.

[nobbygnome] 16/5/2018 09:43

And one more thought. I think everyone agrees that another trial will be required so we are talking at least 3 years before the drug could possibly be on the market. By then the environment will have completely changed. Anifrolumab has a good chance of being successful because AZ have done the trial properly unlike IMM. So IMHO anifrolumab stands a good chance of being approved and because of superior efficacy and less side effects than Benlysta, it will have cleaned up the market by then. Of course it depends on their pricing policy to some degree but it will certainly take a good market share.

Nobby

[rnsday] 16/5/2018 09:39

Yes and it stands out like a sore thumb 😂Maybe when it goes to market or a deal is done he can go in to full retirement 😂😂😂

[borromini1] 16/5/2018 09:39

Nobby - What is your view on the Benlysta dose ranging safety trial involving 118 healthy participents which only took six months to complete from start to results. This trial compared intravenous infusion with sub-cutenous injection in varying dose and frequency. Results included comparison of time for the maximum drug concentration level to be achieved in the blood stream varying from under 3 hours for II and multiple days for SC. Another primary end point was to study the elimination half life for removal of the drug from the blood stream.



Could IMM use this type of trial to rapidly test the safety and characteristics of intravenous injections of varying dose and frequency?

Could part of the complexity of Lupus be that there are at least two methods of action required, one relating to the skin and the other the spleen via the blood stream?

Could it not be that a combined dosing mechanism could combine two small effects to provide a greater effectiveness and percentage of responders over a greater range of Lupus sufferers?

Why abandon one mechanism and dose level that seems consistently more effective than standard of care but not so far sufficient for approval, when dealing with the complexity of Lupus?

[divinessence] 16/5/2018 09:28

che7win - a very comprehensive and honest precise of the current situation. I concur with you and appreciate your honesty. I too believe the drug WORKS and will get to the the market sooner or later. IMM is ripe for a takeover and I put my takeover target to be upward of £1.44. There just isn't anything comparable on the market. I think a few here will be proved wrong notably one character who is increasingly showing signs of manic and obsessive behaviour - he clearly has an agenda! I will NOT sell any of my IMM shares. Infact if I had spare cash I would buy more at this price. Good luck che and the other honest investors here.

[rnsday] 16/5/2018 09:27

One thing you are correct on :)but I really don't understand why you are still here putting the drug down when you are convinced it's going no further why waste your time here.... especially your retirement time 😂 makes no sense 🤔Or does it ...I have said before I find it very positive you are still here day in day out but have no shares 👍

[nobbygnome] 16/5/2018 09:20

>> rns

I thought we had free speech in this country LOL

[nobbygnome] 16/5/2018 09:18

So everybody, che had serious concerns about the trial design but didn't bother to tell you. Are you happy about that? Please let him know.

[rnsday] 16/5/2018 09:18

How the f.k do you know what the board is or isn't 🤔What gives you the right to comment here every time someone posts something positive? As I have said before you can not be 100% sure this will not go nowhere..so coming here saying it's dead in the water and is a dud is misleading investors when no one knows the outcome 100% as I have said what are you going to come here and say if the drug makes it to market or a deal is done 😂🤑👍

[nobbygnome] 16/5/2018 09:17

PS and in fact it is worse than that because you slagged me off for voicing those precise concerns. You couldn't make it up. Zero credibility...

[nobbygnome] 16/5/2018 09:11

LOL

There are so many inaccuracies in that post. The main one is that the board is united. Hmmm that is most definitely not true....

This is a guy who listens to a board which so far has spectacularly failed. And why didn't you voice your concerns about the trial design and placebo effect BEFORE the result....... Strangely you just sucked people in with continuous ultra bullish posts and never mentioned your concerns.

That post smacks of desperation to me....

LOL

Nobby

[brad44] 16/5/2018 09:10

morning che7win. that is pretty much what i think and hope is the outcome too.

GLA

[rnsday] 16/5/2018 08:59

As I have said before he loves himself and is obsessed with this bb and drug which is a dud so he says he can't stop can't help himself he never speak a word of truth I will never post here again 😂😂yes ok 🤔

[nobbygnome] 16/5/2018 08:49

>> brad

LOL. Lerichman asked me for the evidence about dosing, which is why I posted the information. But of course you aren't reading this....

[brad44] 16/5/2018 08:41

yes Coldspring, I do now have him back on filter, i took him off briefly to see if anything had changed but its not, its just rinse, repeat...ad nauseam.