Immupharma Share Discussion Threads

[the stinger] 07/6/2021 14:20

4p TP, and that's generous

[deccer1] 07/6/2021 14:04

This is an excellent short.

[lord loads of lolly] 02/6/2021 16:39

nobbygnome - I just don't understand your obsession with IMM. Especially as you aren't even a holder, methinks.

[nobbygnome] 02/6/2021 12:04

Saw the RNS this morning.....but nope still no news of any worth! Going nowhere fast....

[nobbygnome] 02/6/2021 12:03

>> eva

I just don't understand your obsession with IMM; they are a basket case. Meanwhile you have missed a dramatic rise at SNG.....

[malchr831] 23/5/2021 11:43

I've been years invested in IMM. Feeling pretty weary with it. Promises, promises and then nothing.
When will it change?

[the stinger] 22/5/2021 17:59

Will be nothing I'm afraid!, Where is all that promised news flow ?. I expect 4p soon, then may look at it.

[eva_1989] 21/5/2021 14:28

Halfbutt,

Building stakes - all or nothing.

Sold SNG and now adding.

I want 17p and then proudly show my double portfolio of IMM.

Added more today - all or nothing!

[halfbutt] 20/5/2021 14:40

Eva darling .... great to hear from you.x

[eva_1989] 20/5/2021 14:28

Loads of £3100 buys coming in...

Was bored to smashed £3100 few times at 8.49

Bye.

Cafe is busy so can’t chat more..

Eva

[share tip buddy] 16/5/2021 21:46

You could well be correct, every pharma has its risks especially on AIM, but at current levels maybe worth a punt or as stated 'One To Watch' then act or not on their next RNS. - GL with any investments you have Share Tip Buddy.

[colsmith] 13/5/2021 09:28

SK this (from your post and their report) is what thy should be concentrating on as the US is a 1 trick pony that unfortunately holds all the cards and those are in the regulatory hands. US is a big market but elsewhere is bigger!

"Discussions for potential partnering opportunities continue"

[bbluesky] 12/5/2021 22:36

They say the darkest hour, is the hour before the dawn!

[wigwammer] 12/5/2021 20:46

Thanks sk. Looking at the balance sheet and cash burn I'd say they've got 18-24 months.

[sicilian_kan] 12/5/2021 10:19

Wigwammer

Point 1) agreed
Point 2) I would have agreed however the progress on the other products was massively disappointing in the last update. We were expecting 2x bioequivalence studies this year, one for Bioglucogen and one for BioAMP-B. However the one for Bioglucogen did not appear in the recent results merely stating "The next step is opening up partnering discussions". And the one for BioAMP-B merely states that there is the "potential to go immediately into a bioequivalence study in humans and submission for marketing approval" and "Discussions for potential partnering opportunities continue".
Point 3) if Lupuzor fails to get FDA approval to commence Phase 3 that will affect the share price which will affect the amount of money Immupharma gets under the Lanstead deal. They are already getting less than half the expected amount with the Benchmark price being 20p I think.

In summary, yes there is the potentially for very high returns here, whether BioAMP-B deal or Lupuzor going into Phase 3. But this is also very high risk and the share price could easily halve overnight if the FDA news is not good.

[wigwammer] 12/5/2021 09:18

I agree. But a few points:1) will they not get data exclusivity for a number of years?2) potential value in the other products may have an npv that substantially covers the current market cap.3) current cash plus low ongoing costs means they can continue to develop without further dilution.So yes - there is a material risk that lupuzor goes no further, but a decent cushion medium term in that event. If lupuzor does go ahead, we have the prospect of a fully funded ph3 asset sitting on a market cap of circa £25m.

[ascov] 11/5/2021 09:33

Interactive Investor have added AQSE stocks to their online trading platform. I have an II account because they bought what was once the Natwest stockbroker service.
This should make AQSE stocks more liquid which is good news for Incanthera and so Immupharma

[the stinger] 10/5/2021 21:55

Yes, to go to zero!

[halfbutt] 09/5/2021 16:19

Sting...I shouldn't agree with you having held £30k ...now £15k ...but I have to agree.... poo pooping my own investment fomo after 13yrs keeps me invested but I feel Tim and his team are having a good living from us idiots lol....Well just sell then I hear others replying

[supernumerary] 08/5/2021 11:15

The other problem is that the base Lupuzor patents must have been filed in the very early 2000s, so have very limited life left.

[the stinger] 08/5/2021 09:23

Already sold out here as no news what so ever. Total cash burn for nothing! What's the point of IMM. Anyone hazard a guess to what money has been raised and spent since start up!!.

[nobbygnome] 08/5/2021 08:06

Dead as a dodo IMHO. There is little evidence of the Lupuzor trial starting; I think we are looking out to 2025/26 before it could ever be on the market now. They constantly talk about deals in other markets but show me the money. And that might be quite difficult because even for the biggest market in the world Avion paid precisely zero to get access to the USA. Yes they are paying for the trials but upfront milestones for a drug ready to go into phase III you would expect to be quite substantial.

McCarthey needs to pull his finger out.....

[abbynat] 08/5/2021 00:59

its waking up! where is everybody?