Immupharma Share Discussion Threads

[brad44] 15/11/2020 10:14

And less than 30 days to find out....

[nobbygnome] 15/11/2020 10:14

Yes safety is unquestioned because at the dose they are giving it is virtually a homeopathic medicine! To remind you all they give 200 ug of a peptide which has a half-life of hours and which they can't measure in blood because the level is so low. Yet we are expected to believe that the drug works for 28 days before the patients gets another dose. Homeopathy is most definitely the word....

[frrinvest] 15/11/2020 10:07

I disagree with you Nobby on a few counts. First of all markets don't always know. Secondly the Pharma sector is under pressure recently and subject to sell off. It is now stabilising again, look what happened to covid related stocks (your owned SNG to say the least) even though IMM is not covid. Thirdly, IMM drug is not far off the marker and its safety is unquestioned. Fourthly other drugs rejected by FDA have made a come back (recent Seres). Of course there is no certainty either way but conditional approval cannot be ruled out as well as the ultimate success. All in hands of FDA.

[nobbygnome] 14/11/2020 11:00

The (lack of) movement in the share price would suggest that the market is very sceptical of the likelihood of emergency approval!

[reachforthestars] 14/11/2020 09:19

Did they have to put that they have applied for conditional approval to market (Sell?) Lupozor whilst the phase 3 is going on? That could have come as a juicy bonus on a phase 3 trial approval. Some may see it as a negative if we don't get conditional approval yet the trial still goes ahead. Under promise and over deliver I say. Anyhow IMM funded till 2023 so all good in here.

[frrinvest] 13/11/2020 09:42

Thanks Parc1.

HodHasharon agree 100%, the news is so significant which merited the share price to jump much higher than it is currently. However its goodness as I managed to buy a few as I am cautiously optimistic about IMM.

[hodhasharon] 13/11/2020 09:38

I don't think we appreciate how significant the recent news is. Only a matter of time.

[parc1] 13/11/2020 09:35

frrinvest - I agree with HH,

In 2012, GlaxoSmithKline acquired Human Genome Sciences for $3bn to take full control of Benlysta.

Lupuzor is positioned to take the market and then there are the spin-off markets from the P140 platform.

With conditional approval and any word on CIDP, Asthma, Chron's or RA trial designs, Immupharma's share price could easily 10 bag.

[hodhasharon] 13/11/2020 09:07

300M Mkt Cap (10 bagger)

[frrinvest] 13/11/2020 09:04

Parc1 - IF IMM get a conditional approval from FDA until the full phase 3 results are known, what do you think the share price will be? Probably decision on the conditional approval is only a few weeks away. Its not unreasonable to suggest that with a top notch safety and efficacy too (compared to its competitor), IMM drug stands a chance of obtaining it? Any thoughts?

[parc1] 12/11/2020 20:10

SLE market size to be worth $3.08 Billion by 2025.

Looking ahead, there is great potential in the spin off markets if Lupuzor receives approval for each.

The drug's CMA reduction effect was also found to benefit other models notably rats with CIDP to curb the course of the disease and protect treated animals.

The findings provide arguments to conclude that P140 peptide might efficiently work in indications other than lupus, most particularly in conditions of inflammatory, chronic diseases.
Crohn's, Rheumatoid Arthritis, Asthma, CIDP.

The market size for the above is projected to reach approx $70 Billion in next few years. The market is more crowded but the potential is there especially if Lupuzor shows advantages as it does compared to Benlysta.

Crohn’s Disease Therapeutics Market projected to reach $4.7 Billion By 2025
Rheumatoid Arthritis Market is expected to be $35.98 Billion by 2026
Asthma market projected to reach $26.01 Billion by 2027
CIDP market projected to reach $3.9 Billion by 2023

[lord loads of lolly] 11/11/2020 19:22

Sadly, Mr Market thinks otherwise (for now at least).

[frrinvest] 11/11/2020 13:38

parc1 - Exactly my thoughts too.

[parc1] 10/11/2020 15:39

SLE is a potentially life-threatening disease and as such Lupuzor could be given conditional approval under compassionate use.

Together with safety, tolerance and earlier success in European trial, success with efficacy during the new optimised trial is a strong argument for allowing the product to be accessed by those it could help.

[stockriser] 10/11/2020 14:29

Not the same as backing a horse though is it, once it's lost the race you've lost all your money - whereas with shares you've get a second, third chance and don't lose all your money in one go, unless the Co. goes bust, gets delisted etc - but then that's another story.

[ascov] 10/11/2020 14:05

Perhaps you are right. My view is that almost all on ADVFN are really gambling, however much we convince ourselves we are investors and analysts. So my view is it looks a good punt and this RNS encourages that.

[frrinvest] 10/11/2020 13:52

On the back of the RNS today, I've bought a few after the last setback. I was in this a couple of years ago. I must say the RNS is encouraging and though there are no guarantees, this is a good price to have a flutter.

[lord loads of lolly] 10/11/2020 12:03

ascov - at the risk of being labelled a miserable pessimist, I don't read too much into today's RNS. Sure, it's good to get a more accurate timeframe. But personally, I doubt the FDA will pre-judge the latest Phase 3 trial results by granting approval in advance. Nobbygnome and others know far more about these matters than me. But to me, it would seem counter-intuitive to flout the normal Phase 3 process, on the basis it had previously been shown to be safe (yet not proved to be effective). The RNS wording sounds pretty cautious to me "whilst the Directors believe that a successful consideration is only a potential possibility, it allows this to be asked."

[csmwssk12hu] 10/11/2020 11:35

This is an interesting little one, if memory serves me right one of AstraZeneca’s biggest money makers was a lupus treatment, I wonder what might happen if in the next 30 days this one gets the fda approval, I’ll leave that to your imagination, in here right now for a flutter

[hodhasharon] 10/11/2020 09:36

28M Mck Cap? Feels a bit undervalued.

...but what do I know?

[halfbutt] 10/11/2020 09:34

Ascov.... I've always said 50p.... but what do I know

[justtrying1] 10/11/2020 09:33

Sell sell sell

[ascov] 10/11/2020 09:29

Halfbutt:, 189 is the high point in late 2017, although it may have been diluted since then.
That would make it one of any investor's great results at 15 times the current price although even twice the price would still be fantastic. Given that possibility and the news today, whilst it remains a gamble it looks a pretty good one to me....it looks like on the one hand a 10 bagger, on the other you lose half your money but live to fight another day.

If ever there was a no brainer gamble, this is it.

Unless you are a thoroughly miserable pessimist of course............

[halfbutt] 10/11/2020 09:26

Yes pre...this is exceptionally good news.......was oversold before as it fell away on no news . 15p IMF was it's TRUE base value .. I'm not going to ramp at saying it's going to 20p today but the news is so good we should see a good climb..