Immupharma Share Discussion Threads

[ny boy] 07/6/2019 14:10

Looks perky again, still life in the old dog yet, dip buying going on!

[kirk 6] 07/6/2019 14:04

Roll on 20p

[supernumerary] 07/6/2019 12:08

zala - thanks, but your link leads only to 'New website coming soon'

[zala1] 07/6/2019 06:32

In that report he explains that the US cohort was not a representative population of anti-dsDNA patients (it was 40%, not 60%) which likely explains the different outcome. In the European cohort the active group demonstrated a very high response rate of 71% which was statistically significant.

[zala1] 07/6/2019 06:28

Dr Malik was being interviewed and responded to the questions he was asked. He has written a very detailed 40 page report on IMM dated May 28th 2019 and available from www.thelifesciencesdivision.com

[supernumerary] 06/6/2019 21:47

YH2 - I thought the Malik interview was unimpressive. He talked a lot about oncology and CIs and biotech in general but very little about IMM specifics.

Using anti-dsDNA as a marker is all very well, but given that it's resulted from a retrospective analysis, the least IMM can do is find a meaningful causal link between it and Lupuzor's MoA. To convince regulators they'll probably also have to find a reason for the European/others discrepancy, which at the moment looks like a serious statistical anomaly and thus undermines all the other numbers extracted from the post hoc analysis.

That the design of lupus trials is unsatisfactory is well-established - there are several good papers on the subject - but bland generalities about trial design will not convince the regulators. IMM needs to come up with clinical evidence supporting its choice of biomarker (which itself still has questions about it, see for instance: ), then offer a specific trial design proposal, not simply go asking for advice.

IMO a single arm trial will only be acceptable if IMM can show in advance that it will produce an unambiguously strong signal ie patients will be more less cured. IMM is nowhere near that, so they would need more pre-clinical work, and then a run-in trial, all of which costs time and money.

I'm still struggling to see a way out for them. Even harder is to find a good case for investing in the shares.

[bjfanc] 06/6/2019 17:36

Nobby what do you think of SUN or devices out of your sphere

[nobbygnome] 06/6/2019 13:32

So another pump and dump as there is no follow through to the rise.

How ever they gerrymander the endpoint, the chances are it won't help. Lupus is a very complex heterogeneous disease and companies have been trying for years to sort out the endpoints. To think IMM are now single handedly going to do it is stretching belief. The phrase 'chasing rainbows' comes to mind.....

[ny boy] 06/6/2019 13:26

Everyone has moved onto substance.
(MSYS)

(STX) is the biggie though imo

[andrbea] 06/6/2019 10:22

After that Proactive Investor interview, I was expecting a rise today.

[deanmatlazin] 06/6/2019 10:21

Thanks YoungHarry for info. I do believe there is still room for LUPUZOR to succeed with right clinical trials.

I shall wait for imminent result that will publish soon and the direction where to go from there. Hope for Big pharma will fund the trials.

[youngharry2] 06/6/2019 09:07

Navid Malik has through a presentation of data and reasoned analysis identified the critical parameter for patient selection in a second PIII trial to be the anti-ds DNA auto anti body level – a marker for both diagnosis and efficacy.

Further to a review of critiques of previous PIII trials and published proposals for more effective Lupus trials, he proposes a new paradigm for the second PIII trial design.

Old model: double arm with a mix of patient with and without the anti-ds DNA bio marker = weak clinical effect

New model: single arm, all patients with the bio marker = high response rate

Evidence has been presented to the FDA about:
- The reliability of clinical end points in studies grounded by complexity of outcome measures
- Heterogeneity of the disease / spectrum of disease best approached through a precision medicine approach
- Superior and high compliance to medication in the clinical trial setting – not a real-world adherence to medication – risks over performance of the placebo arm

The 2019 EULAR recommendation for management of SLE notes that clinical trials need to:
- handle background medication to avoid polypharmacy and can results in dilution of the positive effect of the drug under study
- consider inclusion of organ specific end points and disease activity measures.

From the above it can be concluded that advise IMM is seeking from its regulatory advisers concerns a pathway towards approval for its second PIII trial based on:
- Patients with the bio marker
- Assessment of the right primary end points
- Assessment of the right standard of care

[ahmedbin69] 06/6/2019 08:53

They have jumped ship Off to the next ramp

[pal44] 06/6/2019 08:31

where are the buyers today ?

[loafofbread] 06/6/2019 07:41

How Tim ever got to be in this position again after they imploded AZM is beyond me.

Put the company into admin on the day of the AGM.

Good luck but don't trust a word he says.

[kirk 6] 06/6/2019 07:15

Your short has failed here. Following yesterday's interview these will have huge renewed interest. Roll on next few trading sessions

[ken chung] 06/6/2019 01:06

Lupuzor failed Phase 3 and is worthless.Now they are floating the rest of the pipeline into another company of which they will no doubt be directors with nice salaries, leaving Imm with nothing, and able to slip quietly into administration.Lemmings and mushrooms only now.

[nobbygnome] 05/6/2019 23:15

Likewise I worked in Pharma but in a different field to njb.

Interesting price move today. I suspect there has been a leak, which is typical of a McCarthy company. However, I agree with just about all njb has said and can't see a barn storming deal for Lupuzor under any circumstance.

If the OLE has against all the odds thrown up some good data, I will be the first to congratulate the shareholders. Ultimately it is about delivering this drug (which does have potential) to Lupus patients in the best way which will benefit them. So far IMM have singularly failed to do that.

[njb67] 05/6/2019 22:35

LLoL

No - we are very different people. He was bearish on the results, I was long. Cost me a few pounds.

I work in the pharma industry so this is home turf for me. So much of what is written on here is pure BS.

1) Money - how much cash was left from the fund raise at the last set of results? Not much. Bearing in mind they have no revenue at all and are funding the directors salaries. How ling before the cash runs out.
2) Money - how much to re-run phase 2 (dosing) and the phase 3 programme? Tens of millions - how much have they got - see q1 above.
3) Fund raising - they raised around £10m (just ten million) when hopes were highest (pre-trial failure) and the share price was around £1.70. What could they raise now? Even if they could get another £10m, how much of the company would they need to give away? Important if you are a shareholder as it is your share of the business and any future profits that are being given away.
4) I understand that lots of companies signed NDAs to review the data. I know that some companies went back for a second review. Not one has been prepared to invest. This is in a sellers market where big pharma have paid billions for fledgling assets. This is the biggest red flag for investors here.
5)If you want to throw a few quid at this and hope you double/treble your money, good luck. Lup is years away from having a licence. Contrary to dean.... above the MAP is not a placebo-controlled double blind study (that could not be further from the truth). It is observational data on folk who have been told they are taking Lupuzor. No regulator in the world would grant a licence on those data.

So good luck, do your own research and ignore the internet trolls who promise certain and fantastic wealth.

A Warren Buffett quote: in a game of poker, if you do not know who is the patsy, you are the patsy.

[kirk 6] 05/6/2019 22:03

Out today ! Excellent news and review now wonder we will now gain traction

[miavoce] 05/6/2019 21:05

Posted by Maxparker on another board.

hxxps://www.proactiveinvestors.co.uk/companies/stocktube/13612/analyst-sees--clear-rationale--for-immupharma-to-move-forward-with-lupuzor

[kirk 6] 05/6/2019 19:51

Extract from the Q and AAs I alluded to, the two main parts of the company, certainly over the next 12 months, it maybe sooner, but we should be doing something very practically with the spin-out and then we'll see where we get to with the interest with Lupuzor.So, if you add all of that up, quite a lot of potentially positive news flow coming up.

[lord loads of lolly] 05/6/2019 18:21

Are nobbygnome & njb67 by any chance related?

[kirk 6] 05/6/2019 17:37

Also there is a Q and A to justify why the 92p price target was issued and its very comprehensive.