Immupharma Share Discussion Threads

[stockriser] 19/12/2023 15:59

Second RNS this afternoon informs that Lanstead have been selling, but if they've now stopped!

GLA SR

[1bond] 19/12/2023 15:01

Everyone appears to have failed to recognise, or skipped the most important part of todays RNS:

The direct Phase 3 route is faster to filing for approval whilst also incorporating FDA's request for demonstration of a dose-ranging in the pivotal program.

This is huge news, and cuts down the timetable considerably, and puts the company directly into Phase 3.

[colsmith] 19/12/2023 14:52

My thoughts - this could go up or down; an optimist might say its looking good with the FDA behind the trial etc; whilst a pessimist might say I don't believe a word of it. whatever, sure some interesting trades.

[nobbygnome] 19/12/2023 11:41

>> s_k

A penny for your thoughts?

[waterloo01] 19/12/2023 07:37

Indeed you did nobby. Guess the time to take a punt might be once they have decided on the correct dose. Quite possible they will need to alter trial to increase number of doses?

[nobbygnome] 19/12/2023 07:29

And they have missed their timeline of saying the trial ‘will start in H2 2023’ announced in the interim results at the end of August so less than 4 months ago. I can’t see it starting in Q1 2024 either but we will see…

[nobbygnome] 19/12/2023 07:18

A paragraph from the announcement today

‘ After three FDA guidance meetings, further human and animal pharmacokinetics studies and reconciliation with efficacy demonstrated in the animal models, it was concluded that the previous dose used in clinical studies was too low. The new Phase 3 study will include dose-ranging up to 15 times higher than the original study dose of 200 micrograms.’

I came to that conclusion 6 years ago after looking at the data the company itself had published . It really wasn’t difficult for a scientist trained in the field and begs the question how on earth did they decide to conduct a trial with a dose which was way too low. Shareholders should be asking serious questions of the company….

[nobbygnome] 19/12/2023 07:07

So if you read my post above you will know that I’m not sure Simbec-Orion are the best choice here and would have preferred a big CRO. And the increase in dose is a massive 15 fold although I’m not sure this will be enough given as a single dose because of the extremely short half-life. More frequent dosing was the way to go IMHO.

Anyway of course it has a better chance of working now although on balance I think the dose is still not high enough so it remains a big gamble for shareholders.

[nobbygnome] 11/12/2023 20:54

<< Clint

The worrying aspect is that Avion have no experience in SLE which is a notoriously difficult indication and very competitive because there are so many drugs in trials. I hope they appoint one of the big CROs to run it as otherwise they will rapidly hit problems. From memory IMM previously used Simbec who are far from ideal…

[sicilian_kan] 27/11/2023 23:45

Hi clintdavid1, that must have been quite something playing in that team. The late Penrose was legendary.

Yes, my name is based on the chess opening. I play a bit in my local leagues and in some tournaments.

[clintdavid1] 24/11/2023 12:36

This is like poker. We have good starting hand -say KQ suited-but it needs improving. The flop needs to do this-say 2 cards in same suit-a K or Q, or A J not suited or J10 not suited etc. In IMM terms, we need to know the trial is going ahead, a company appointed to run it and what progress has been made on others issues such as CIDP, RTW etc.

The final 2 cards-a long time off-the turn and the river (of dreams) will determine whether we have a winning hand-that is drugs actually coming to market and real revenue streams.

SK interested is your name based on E$ C5 chess defence. I used to play in same Hampstead team headed by Penrose, Israel, Cornforth, Blaine et al in the mid 60's. Are you a chess player? Good to see you back in again.

[nobbygnome] 23/11/2023 11:41

Some interesting trades this morning. A leak perhaps…

[nobbygnome] 14/11/2023 11:32

Having said that it will be interesting to see what dosing regime they have chosen. My initial calculations made all those years ago suggested that around a 50 fold increase was required….

[nobbygnome] 14/11/2023 11:30

Interesting S_K! You have to say that on past recent history that there is a good chance the trial will be delayed until next year. Plus I’m not sure what sort of spike such an announcement will bring. Since we won’t get the results for 2 years or more, it will just emphasise how far we are from significant data. I think the only development which will move the price is an announcement from left field concerning the other indications and projects

[lord loads of lolly] 14/11/2023 11:14

sicilian_kan - good luck.

Until the trial start date is finally confirmed, this remains a speculative gamble.

Here's hoping there aren't any last minute "unexpected items in the testing area".

[sicilian_kan] 14/11/2023 09:22

Just to say I’m back in. News expected soon…

“ Lupuzor(TM) Phase 2/3 Adaptive Study

As announced in June 2023, following the receipt of comprehensive guidance from the FDA, in conjunction with our US partner Avion, a Phase 2/3 adaptive clinical trial of P140 (Lupuzor(TM)) in patients with Lupus will commence in H2 2023.

The trial design and protocol is substantially different from previous clinical trials that ImmuPharma has completed and includes maintaining subcutaneous dosing but at much higher concentrations and significant changes to patient inclusion criteria and primary and secondary clinical endpoints.

The detailed protocol and key elements of the clinical trial design will be communicated at a later stage once the details of the trial are available on clinicaltrials.gov (a comprehensive database of privately and publicly funded clinical studies conducted around the world).”

[chadders] 30/10/2023 09:11

Well into Q4 now, some news on any newsworthy front would be welcome.

[the imperialist] 30/10/2023 08:42

Former disgruntled holder perhaps?

[the imperialist] 30/10/2023 08:23

12p technical target.

[lord loads of lolly] 09/10/2023 15:01

The imperialist - I guess it might.

But the time to do what exactly? Buy? Sell? Panic? Fire Tim? Pop to the loo?

Answers on a postcard please.

Clue: Nobody has a clue how this (or any other share) will turn out.

[the imperialist] 09/10/2023 12:59

Now might be the time.

[lord loads of lolly] 31/8/2023 08:23

Yup, it smacks of desperation when the RNS keeps trying to make out there'll be positive newsflow going forward. And that this in turn SHOULD lead to an improved share price. Let's just look at the past sharing agreements shall we? And I quote directly from the RNS:

"The Sharing Agreement is similar in structure to those undertaken by the Company with Lanstead in February 2016, June 2019, March 2020, December 2021 and August 2022 respectively. The first three of these arrangements have completed their settlement periods. The February 2016 agreement yielded a net gain to ImmuPharma of approximately £0.6 million more than originally subscribed by Lanstead. The June 2019 and March 2020 agreements yielded approximately £0.9 million and £1.0 million less than originally subscribed by Lanstead respectively. The fourth arrangement runs to March 2024 and is currently yielding approximately £1.1 million less than the pro rata amount originally subscribed by Lanstead on cumulative settlements to date. The fifth arrangement runs to August 2024 and is currently yielding approximately £0.3 million less than the pro rata amount originally subscribed by Lanstead on cumulative settlements to date."

So that's five agreements in total, one of which yielded a positive result (+ £0.6m approx). Currently the other four - of which two are already complete - have yielded a cumulative LOSS of £3.3m versus the current share price. WHAT A TRIUMPH!

Given the above, how many private investors are likely to beat a path to the Winterflood Retail Access Platform so they can subscribe to the Retail Offer? Answers on a postcard please. Clue: the answer may be a nice round figure. At least it can't be negative. Unlike the Sharing Agreement outcomes to date.

[nobbygnome] 31/8/2023 07:40

What a shocker. Last time McCarthy did a Lanstead deal because he was confident the price was going up, it plummeted and shareholders were screwed. Never mind, the lifestyle company continues on for him…