Immupharma Share Discussion Threads

[sicilian_kan] 02/7/2021 01:51

Hi nobby, I have equal respect for your experience and view, but note from the AGM on Monday this week, the Chairman stated:

"So there are absolutely no misunderstandings, we're committed, they're committed [Avion]. Our target is to get the Phase 3 started before the end of this year. We actually see no reason why it shouldn't. We don't see any hurdles. We are actually going through a process with the FDA at the moment, which is a process. We have to go through it, it's regulatory, but it shouldn't send any negative signals to anybody at all, quite the opposite. We are getting really, really good feedback from the FDA in the very, very supportive, meetings that we are having. So I hope if anything I can alleviate people's concerns on that"

[nobbygnome] 01/7/2021 21:38

>> s_k

As always I have great respect for your view and can see your point. However, the issue from my point of view is that there is a chance the trial won't be approved at all. We don't know what the PK study results were but they are unlikely to be very good. They might just make the FDA realise that the dosing is just ridiculously low when the half-life is so short.

Maybe worth a small punt but definitely not one for widows and orphans.....

[sicilian_kan] 28/6/2021 11:48

FWIW, I think IMM is substantially undervalued at the moment and I am expecting a sharp rise in the coming weeks. It looks as if IMM (market cap just £21m!) will be entering a Phase 3 trial fully funded by Avion, whilst retaining 100% of European rights and up to 17% royalties on US rights, in a $bn+ market, with other indications to follow.

It matters not whether the end result is positive. In my view there will be a re-rating in anticipation of P3 being confirmed, and then further uplifts as the P3 is confirmed, and as the trial starts and progresses. Simply because the market cap is just far too low for where they are and because the market hasn't yet bought into the idea of P3 starting.

I think we have seen the low, and I can see this doubling fast in the next couple of months. I've been accumulating in the 8-9p region. As ever DYOR and only invest what you can afford to lose in case things go against you.

[colsmith] 24/6/2021 10:30

This is being held back by some vested interested in the FDA or outside with influence. The 'meeting' is in July or it could be later paraphrasing the words. If it is as good as company say or maybe not then the quicker this is found out the better for all interests one would think?

[nobbygnome] 24/6/2021 09:02

>> ABBYNAT

In this post truth world you are hated if you have knowledge, use that knowlege and are proved correct. It's very strange....

I know an enormous amount about Lupuzor because of my previous privileged position in the industry so am speaking from a position of knowledge.

[abbynat] 24/6/2021 09:00

tut,tut. Do I detect some jealousy and resentment here, towards someone who knows what he's talking about? Perhaps it's his success with a certain share that grates with you!

[nobbygnome] 24/6/2021 08:55

The reality is the company does not know yet what the FDA response will be....and there is another month before we find out. Yes the price will go up if/when the trial is approved.....but that is not guaranteed!

[the stinger] 24/6/2021 08:49

1ultimate, back to 7p today

[1ultimate] 24/6/2021 08:48

Haha you clown 🤡

[the stinger] 24/6/2021 08:47

New short opened , can't see this past 9.5p.

[brad44] 24/6/2021 08:36

whatever, i just wish you would leave this board to the invested, you parasite.

[nobbygnome] 24/6/2021 08:34

Put your heads in the sand if you want. It seems the FDA agrees with me and are concerned about the drug level....

[brad44] 24/6/2021 08:32

only non invested nobby shares nobbys interpretation, oh and his best mate ken chung..

[david gruen] 24/6/2021 08:27

The market doesn't share Nobby's interpretation.

[nobbygnome] 24/6/2021 07:35

They have blinkered scientists. You have to remember that they touted the drug around just about every Pharma and none of them signed on the dotted line. You have to ask yourself why. In the end they got an inexperienced company to sign but there was no upfront for a drug about to go into phase III.

Plus I looked at all the data from about 15 years in one go, which was a massive advantage. The FDA would have seen the data on an ongoing basis and maybe wouldn't have put it all together.

[david gruen] 24/6/2021 07:31

Surely they have 'trained scientists' on the books Nobby?