Immupharma Share Discussion Threads

[mudbath] 25/8/2022 12:49

Whatever lies ahead for Lupuzor; IMM remains a most remunerative share to trade.
I have just bought 89k @ 5.794p and surely there is a 25% profit awaiting.

[neo26] 25/8/2022 10:53

This was only found out after the trial, the smoking gun, patients with biomarkers benefit with drug and those without biomarkers dont..Of course u know this, right...

[neo26] 25/8/2022 10:16

NoddyThe patients were not chosen on the assumption of havin biomarkers.On third of the usa patients had biomarkers hence why the other two thirds in usa didnt benefit from drug.This new trial all patients will have biomarkers in this international phase.

[nobbygnome] 25/8/2022 09:46

You can’t say the drug ‘worked’ on the subset with anti DNA antibodies! The study was not powered to show that endpoint so we it could well be a statistical anomaly. And as benanddaddy said it apparently didn’t work on the US patients with that bio marker which shows the vagaries of stats on small numbers

[neo26] 25/8/2022 09:42

1 trading day left, fda approval on bank holiday.Tuesday gonna be fun..

[neo26] 25/8/2022 09:29

Avion are experienced, they have had 3 drugs approved by fda.The drug will be targeted on those with biomarkers, 60% of lupus patients have these biomarkers.

[bendaddy] 25/8/2022 07:12

The drug didn’t work on the anti-dsDNA US cohort and that has never been explained. And Avion are not a big pharma with experienced scientists. Have you read their website? They are a licensing, sales and marketing operation in different therapeutic areas.

[neo26] 24/8/2022 22:00

The drug works on those patients with biomarkers, avion will hav qualified scientist who will have gone over the data, they investing 25m to get it fda approved..

[nobbygnome] 24/8/2022 19:42

But the drug won’t work IMHO so they will never receive any royalty payments…..

[neo26] 24/8/2022 19:01

NoddyCurrent mkt cap is 20m, avion investing 25m to get drug through phase 3 and also into commercial production.Dont forget for usa imm have 17% royalty per annum and they have full rights for the rest of the world.I think next week will be interesting if phase 3 comes we go higher..

[nobbygnome] 24/8/2022 10:51

Fanciful figures neo. There is no way the market cap will be 150-200 million during phase III due to the past history of the drug. Around £50 million is possible however IMHO

[bloomberg2] 24/8/2022 10:41

https://youtu.be/TAw39iaUYno

[neo26] 24/8/2022 10:17

Once in phase 3 imm should have mkt cap over 50m.As is progresses phase 3 should be over 150m to 200m.Fully funded phase 3, lets see...

[1bond] 24/8/2022 10:00

The odds are very much in favour of getting FDA approval: PK study is done, met all its endpoints and satisfied the requirements. The FDA response is by way of a written response, type C which I understand is a further positive signal and usual at this stage. We then have a fully funded undervalued Phase 111 asset. Of course if the share price spikes there will be sellers, but once they are out of the way, we should see positive share price momentum as the company starts announcing patient recruitment etc.

[dillydally2] 24/8/2022 09:20

Master fund finance hey death spiral financiers

[neo26] 24/8/2022 09:15

SportbillyWell last year fda requested a pk study, the pk study was done earliar this year and passed with flying colors.Balls in fda court..

[1bond] 24/8/2022 09:00

Then sportbilly1976, "Houston, we have a problem!!

[sportbilly1976] 24/8/2022 08:53

Neo,

...and if FDA don't approve?

[nobbygnome] 24/8/2022 08:37

For the record just bought a few more at 6.6…

[neo26] 24/8/2022 08:11

The fda decision is whether trials can commence on phase 3.The fda required pk studies which avion completed successfully.Like i said previously if fda approves phase 3 the share price is double figures.

[mudbath] 24/8/2022 08:09

Anyone spot Nobby(Ho hum)gnome ?

[sportbilly1976] 24/8/2022 08:02

most will have (rightly) de-risked the day before the announcement

[neo26] 23/8/2022 14:38

Consolidating well.Can see this in double figure by tuesday..

[nobbygnome] 23/8/2022 08:43

The irony is that most likely neo is doing exactly the same as me but he/she just doesn’t admit it. He will be out on any spike and move on to the next ramp. Ho hum…