Immupharma Share Discussion Threads

[asat91] 04/12/2017 15:43

Agreed imo we'll be looking at something between £2 and £3 pre results, and £5-£7 on a positive result.

In a positive outcome the subsequent 4 positive price movement triggers I imagine will be:

1) uncertainty re: second phase 3 trial cleared up.
2) fda approval
3) rumours of a deal/takeover
4) the actual deal/takeover

With positive results all 4 of the above are very very likely, so I'll be investing post results if they are positive! A lot of investors will be happy to sell at £5 or £7 I imagine.

[blackbear] 04/12/2017 15:24

Yes it is high, 400-500p on positive results pre FDA approval. IMHO

[hamhamham1] 04/12/2017 14:45

Maybe I don't understand. I am holding anyway. But you say £60-100 share value on positive phase 3 results - with no FDA approval (valuing IMM at £8bn to £12bn pre FDA approval). I just think in my mind this is high. You no doubt have a better grasp of the situation here than me, I am just expressing what I am thinking.

[money maker1] 04/12/2017 14:36

Hamham somehow I don't think you have taken in or understood a word I said. Your loss anyway. At least 14 indications for Lupuzor and a widened patent until 2032.

[hamhamham1] 04/12/2017 14:30

spmc - if you could all give me 24 hrs head up before you all dump half your shares - much appreciated.

[spmc] 04/12/2017 14:27

If you look at the share price we are clearly in an upward trend, a good strategy here I reckon is to buy as many as you possibly can and keep topping up where ever possible then sell some to derisk about a week or two before results, the way things have been going we should be at least £3 before results. If we are at £3 every share you buy now you can sell half just before results and keep the other half on a free carry for the mega rise if the results are good and pocket 40p per share profit in case the results are bad. 100% risk free if we hit £3...

[hamhamham1] 04/12/2017 14:25

Its all good though and would love high value :) I know the P140 platform approach as a breakthough (from what I have read) so like you guys say - the sky is the limit :)

[hamhamham1] 04/12/2017 14:22

OK will do. But didn't HGSI also have a couple of other pipline drugs which were included as well in the deal? So, to me anyway, they both seem quite similar and their portfolios and therefore values wouldn't be too far apart, that is if and after IMM got FDA approval. Up until then I would say they are worth a lot less, ie instead of say £5.4bn (post FDA), maybe they currently have a value of £540mn ??? Please don't think I'm underselling the company, am just trying to imagine values ???

[money maker1] 04/12/2017 14:15

Hamham to be honest I have some empathy with what ballsac is saying. Things have moved on since 2012. Imm's Lupuzor P140 should be more efficacious than Hgsi's Benlysta for treating lupus and be applicable to numerous other indications (which Benlysta was not) including some whose market sizes are bigger than for lupus alone. Lupuzor P140 is a whole new class if drug and platform at the ground breaking forefront of a new era in medication. Imm's pipeline also includes other ground breaking things like Nucant and Urelix. Big pharmas have been paying big money for drugs that look smaller than Lupuzor. Just relax and enjoy.

[husbod] 04/12/2017 14:15

Anyone think the recent 30% increase in a few days is linked to some peeps knowing more about the phrase 3 trials than we do?

[blackbear] 04/12/2017 14:13

This should run up here... December update due any day.

[herschel k] 04/12/2017 14:12

At £30 a share, I could retire at 42 if I chose to do so.

Anything above that and it just makes my retirement even more comfortable.

At £200 a share I would be a (many) multi-millionaire.........my luck isn't that good, so it won't get there IMO. :)

However, for now, let's keep our feet on the ground and wait for the Phase 3 results in early 2018.

Potential share price/company valuations should be parked until then.

We all know how much potential Lupuzor has if Phase 3 goes to plan.

H

[ny boy] 04/12/2017 14:07

Any of these numbers are quite possible if everything works out as the Company is expecting.

Spread tight, MM’s must be getting bored of mugging weak punters either that or there are very few left, majority holding and why not, potentially a huge game changer in a few months.

[hamhamham1] 04/12/2017 13:54

IMM @ £200 a share ??? That would make the company worth over £26bn ??? - Or about 5 times what the Human Genome Sciences company valuation was when GSK bought the other 50% in HGS ???

[money maker1] 04/12/2017 13:52

£60 to £100 on satisfactory Phase 3 beating Benlysta.

[ballsac] 04/12/2017 13:27

It's worth over £200 if we assume at least five key indications for lupuzor. I don't think some people realise what we have here.

[divmad] 04/12/2017 13:13

Alphapig,

I refer back to S_K's spreadsheets on all matters to do with a positive P3 outcome. Plug in your parameters and out pops the projected share price

Mind boggling numbers.

But just to balance the unashamedly bullish tone of some on here, I just mentioned the downside case as well.

[qazwsxedc69] 04/12/2017 12:49

Is £1.30 the new £1.00?

[ny boy] 04/12/2017 12:32

Just a matter of time before the next leg up, only 40 trading days until the end of January when the action kicks off, expect some monster moves if the Company delivers son successful phase 3 trials and FDA approval.

I think investors are starting to “twig” this one. Daily volumes increasing

Amazing such a small Company like ImmuPharma owns 100% of Lupuzor!

[divinessence] 04/12/2017 11:20

A few interesting trades today. Very positive signs for next move.

[top tips] 04/12/2017 11:17

If I had lupus I would certainly want to be on Lupuzor.

[hottingup] 04/12/2017 11:12

"Binary" would imply 50/50 chance of success or failure. The fact we have positive Phase 2b results better than Benlysta or anything else, and ongoing good safety in Phase 3, plus some evidence of efficacy in other indications, tends to point towards success. I personally feel there is a 95%+ probability that Lupuzor will get to market.

[meganxmas] 04/12/2017 10:22

Just responding to top tips !!!! Binary it is. Back to A level studies ...

[alphapig] 04/12/2017 10:11

Megan, you're 'o' level in 'stating the bleeding obvious' certainly turning up trumps here.

[meganxmas] 04/12/2017 09:59

If phase 3 successful yes it will be. If not successful will crash. Binary but with higher likelihood of upside.