Immupharma Share Discussion Threads

[nobbygnome] 10/9/2018 08:28

Shareholder value being destroyed by incompetent management.

[ken chung] 10/9/2018 08:25

It's looks like a lifestyle company now unntil the cash runs out. Sub 10p coming this week.

[nobbygnome] 10/9/2018 07:22

It does make sense if there is no chance of the current dose working which the experimental and clinical data suggest. They have a drug with potential but not at the dose being used. And all the published animal data talks about activity in the spleen. So where is the evidence that it will work just targeting a few cells in the skin? Scientifically it just doesn't add up.

These are the questions Pharma companies will be asking so uncontrolled clinical data is going to be next to useless in getting a deal. I am afraid their strategy is fatally flawed.

[borromini1] 10/9/2018 00:46

Nobby - It is a shame you could not attend the AGM, after some discussion on the method of action the question was asked ‘So in humans you don’t think it would be of advantage to target the spleen, the lymph nodes ...?’ Dr Robert Zimmer (CSO) replied ‘We could, but I say with 2,500 times more (dosage), and we don’t know the safety, we have to redo everything, that takes five years or six years and does not make sense’.

I take that as meaning at this point in time, if IMM had an established revenue stream from Lupuzor and given the long patent life spans they might well be interested in exploring other methods of action.

[borromini1] 10/9/2018 00:06

Glenn - yes, if effective it seems logical that everyone will be more enthusiastic, physicians, regulatory authorities, patients, big pharma, and it follows that more future funding options are likely to arise.

[glennrcharles] 09/9/2018 22:42

Do you mean that if the current open label and MAP studies prove effective that Pharma will then be likely to support funding a phase3 study.

[nobbygnome] 09/9/2018 19:57

>> borromin

So you clearly have some clue what you are talking about. Can you explain how the publications say the place of action is the spleen but now apparently it is the skin? Show me the evidence that the skin is the important site and then please explain exactly how this theory works.

TIA

Nobby

[nobbygnome] 09/9/2018 19:17

With regard to the MOA that is why they are doomed to fail. Flogging a dead horse comes to mind....

[borromini1] 09/9/2018 19:00

Nobby - IMM are not going to pursue a different method of action for Lupuzor at the moment, they are going to get to the end of the story on the skin being the location of a method of action, and monthly 200 mg subcutaneous injection as the means of delivery. The 62 patients on the one year Open Label Extension (OLE) and the up to 500 patients on the new two year Managed Access Programme (MAP) provide a very low cost route to getting a clearer idea of whether this strategy works for Lupuzor. Publication of the full results for the phase III trial should be coming to a pharma journal some time soon. These and other factors will determine if and when a second phase III is embarked upon, and if it is they will not have had to seek funding to cover the full cost even if they choose to.

As for trousering money all the active IMM share options dropped below their respective excise price when the phase III results were announced thereby becoming worthless, and at the AGM it was stated that there is no intention to issue any new share options for directors, employees or consultants in the next twelve months.

The Incanthera deal brings clarity on how that drug development is to be funded and it only takes £2m, which on the face of it looks like a smaller impact on IMM cash funds than other options.

[nobbygnome] 09/9/2018 17:36

It would be complete madness for IMM to do another phase III trial themselves using the same dosing regime. What is the saying about making a mistake once is folly but twice is madness........... Why would anyone expect a different result? Yes they could use the anti dsDNA ab levels to identify patients but that is still a massive risk. There is no doubt that would not be a good use of shareholders funds.

And with regard to Incanthera, what is lyin Tim's success rate with his ocompanies bringing drugs to market? Errrr I think it is zero.....whilst tens of millions of pounds have gone down the pan of which not an inconsiderable amount he trousered.

[nobbygnome] 09/9/2018 17:21

> KoP

Couldn't agree more. Shareholders should be calling for lyin Tim to go. Instead he is stealing money from IMM for his next venture where he can fleece shareholders. You couldn't make it up. I would love to have been at the board meeting where Tim suggested this scheme as the way forward for saving IMM. The amazing thing is the other board members agreed to it!

[waterloo01] 09/9/2018 13:01

In Sunday Times business section. Let's just say it's not a buy recommendation.

[a_2_b] 09/9/2018 10:37

I was pretty happy with that rns. It's good to know at least 500 people want the product and I seriously hope it helps them. It's obviously done better than anifrolumab which didn't reduce disease symptoms at all. I expect that peptide for diabetes/Nash to be sold off as a few companies are looking for products the ureka divestment could prove quite good in itself. N6l is going to be a good combination therapy drug. Look forward to the extension results and everything else in place should also help the cause. Should have some cash coming in for the short medium term to cover everything. Plenty of years left in us yet plus no placings. Gl all holders.

[ken chung] 09/9/2018 09:52

Sub 10p next week.

[nobbygnome] 08/9/2018 19:42

>> Kirk

Why don't you use spread betting? Then you would have no tax issues.

[the_merlion] 08/9/2018 16:12

Take comfort in the knowledge that a few of us are shorting the stocks he holds, financial pain is much better then emotional recourse for these types. Lets see where we are with our Nobby by year end ;-)

[kirk 6] 08/9/2018 16:00

I'm still in with just over 1m ave 22.9 following smallish top up Friday. Average before that was 23 something. Wouldn't feel sorry as I have made huge profits recently but I am also disappointed with this poor performance. Hoping this will have a come back here but if it goes to 10p so be it, go against tax for next years accounts.