Immupharma Share Discussion Threads

[kirk 6] 20/5/2019 15:40

Looking like these are going to fly

[best1467] 17/5/2019 14:03

The results are useless they are just playing for time and taking those few investors left how still believe that there is still hope for there last pennies please don't be fooled

[brad44] 17/5/2019 09:35

borromini1
im sure you are correct,and to be thorough,data takes time to process, however the overriding immediate impact may be staring at them from the department of the bleeding obvious..who knows..ps i didnt suggest anywhere that they were doing anything secretly, that was you..

[borromini1] 17/5/2019 09:05

Brad - are IMM not required by AIM rules to promptly announce to market price sensitive news, such as the OLE results? Your idea that they have received the results already and are secretly taking weeks or months discussing these results and their implications with selected others is surely untenable.

[brad44] 16/5/2019 11:20

borromini1 there is still the outcome of the extended progamme to consider, maybe that brought up or highlighted something more in terms of the P140, which is being alluded to? in any event, we haven't got long to wait. I hope the outcome is a positive one for the shareholders and for those with illness. I remain invested here

[borromini1] 16/5/2019 07:45

At the last AGM Dimitri and Robert stated that doing a deal with big pharma was a good answer and if such a deal was in the offing they would consider it, but in the mean time they had a better idea. That idea turned out to be the MAP.

11 months later Dimitri announces a pause in progressing the MAP with a slightly nebulous reason given, but given a context of previous scant detail given on the MAP, it’s timeline or key milestones, and equivocation in the language of the RNS we are left guessing as to if it’s a problem, maybe temporarily maybe permanent, with the MAP, therefore necessitating pursuing an inferior option, or rather a better option or options with big pharma or not so big pharma coming to the fore, except added to the current mix is an equally nebulous idea of timeline or certainty of one of these even coming to pass.

Take your pick, hint of something dramatic about to happen or signalling another failing route to market, or able to sit on the side lines and wait to see what transpires?

So far I’ve averaged down in a small way in the dip of the last two days.

[best1467] 16/5/2019 07:08

Was in these up run up to results sold some pre the rest after in the 30p range I would strongly advise anyone thinking of investing to not to the company will be looking to raise cash in the next 12 months which if manage to which I doubt will wipe your holding out. Pre the Lupuzor result they struggled to raise cash to complete the p3 trail I’m afraid it’s worthless .

[kirk 6] 16/5/2019 01:16

12 red zero section

[sicilian_kan] 15/5/2019 22:42

borromini1, people already have paid 18-20p before the facts appeared. And for the same reason DavR0s, the 18-20p range is not an arbitrary made up price.

The last two spikes, both in the past 6 months, hit 18.5p and 21.5p. We now know more than we did then. See the chart below:


free stock charts from uk.advfn.com

[davr0s] 15/5/2019 21:59

12 - another random number

[kirk 6] 15/5/2019 21:56

Go for 30p mate

[davr0s] 15/5/2019 21:23

I can see them hitting.... let me think.... any random number I might come up with. Hangon here it comes 854. There

[kirk 6] 15/5/2019 21:03

Can see these hitting 30p shortly

[davr0s] 15/5/2019 20:48

What's a target price? Some arbitrary price that someone you don't know has made up and have no idea what their motivation is. It's meaningless noise. Anyhow why are people still here trying to make money on this share - there must be better opportunities in the market surely?

[borromini1] 15/5/2019 19:57

Hi SK - it was a conceit, you are assuming some one or some thing is going to pay 18-20p before the facts appear.

As for potential MAP problems, how about a regulatory requirement for positive results from the Open Label Extension? Does it not jar a little when the references are always to regulatory ADVISORS rather than the real thing or do you somehow fall for conflating the two?

[sicilian_kan] 15/5/2019 19:08

Hi Borromini1. Why would I buy shares at a target price? That doesn’t make any sense at all. The whole point of investing is to buy cheaper than the target price.

Had the MAP run into problems why would they postpone the MAP process pending (in part) ongoing engagement with potential corporate partners.

[borromini1] 15/5/2019 18:53

SK - I thought November and February had punished those that bought the rumour. Why not wait until the facts turn up? Please point out the part that states the MAP had regulatory approval to proceed rather than running into a roadblock, thereby necessitating the strategy change.

Why wait for your target price I can sell you some IMM shares for 18-20p here and now, how many do you want?

[sicilian_kan] 15/5/2019 17:15

One only needs to look at the spikes in November and February to see how quickly this can move and where it might move to.

With ongoing corporate and regulatory discussions being apparently strong enough to suspend going down the MAP route, and with operational and strategy news promised in the forthcoming results due in 2 weeks time, one can see how the market might react positively in coming days and weeks. In fact, I see the strength of the rebound today as being just the start. I have a price target of 18-20p before the next news is released.

[scrabster1] 15/5/2019 17:11

So thats a loss of about 11% on the day, plus the spread and commission. Say around 15% ?More tips like this please Ken !

[scrabster1] 15/5/2019 17:05

Shorters delight: 10% up ?

[ken chung] 15/5/2019 08:16

Shorters delight.

[ken chung] 15/5/2019 08:15

Down it goes.Worthless.Lemmings and mushrooms only.

[kirk 6] 10/5/2019 11:41

The market didn't like that news then

[youngharry2] 08/5/2019 13:25

The RNS hints at IMM becoming a two deal play in a much faster lane than that offered via the MAP. The latter being a low cost but time consuming way of collecting data to attract a partner / funding for a further trial.

1) A possible corporate deal under which a partner would typically fund and take forward, in this case, Lupuzor and the P140 platform through a series of say P1 trials (if the partner wants to reformulate the drug) or PII (if not). Along the way IMM could collect milestone payments and subject to FDA approval royalties from sales. The references to the P140 platform in the main body of the RNS and in the notes to editors give a strong clue as to the focus of interest. Further evidence to support this was given at the AGM that the PIII results in respect of 'other indications' were interesting.


2) A market valuation of a new company combining the Nucant Programme with the peptide platform technology either through private equity investors or a listing on a European stock exchange. Such deals would give the market greater visibility to IMM's value and investment potential. Those who heard Vadim Alexandre discuss the value of the 'rest of the platform'(excluding Lupuzor)could agree that a valuation of £10m pre money would be reasonable.


Should the above speculative comments come to pass, then IMM could be subject of a rerating.

[sicilian_kan] 07/5/2019 15:41

Reads to me like they might be doing a platform deal on Lupuzor / P140.

The Managed Access Programme (the way forwards trumpeted for some time) is postponed pending engagement with potential corporate partners (and regulatory advisors on potential pathways to market).

At the same time, the Notes to the Editors in the IMM RNS changes to emphasise the whole P140 platform in addition to lupus, including Rheumatoid Arthritis, Crohn's Disease, and Asthma; Neuropsychiatric lupus (NPSLE); Gougerot-Sjögren syndrome (GSS); and Guillain-Barre disease (chronic/CIDP).

They are obviously expecting further near term strategic news, stating: ImmuPharma will provide a further update on its operations and strategy in its Final results for the year ended 31 December 2018, which are expected to be announced by the end of this month.