Immupharma Share Discussion Threads

[ny boy] 11/12/2017 12:36

Herschel K

Thanks that is what I’m thinking, certainly they know more about how the phase 3 trials are going, can’t find any press on the recent legs higher, so I guess we are still under the radar.

[herschel k] 11/12/2017 12:33

NY Boy,

I can't see it.
The CEO would be diluting his own significant holding as well.

They don't need the cash and if, as it looks, Phase III results are good, they will have major pharma's all over them looking for a deal and could (if they want to go it alone) raise cash at a MUCH HIGHER share price

All IMO.

H

[ny boy] 11/12/2017 12:31

Warming up nicely, does anyone think the Company might use the opportunity for a fund raise, even though they said they didn’t need the cash but I guess always a temptation, any views on this?

[divinessence] 11/12/2017 12:31

Waiting for a pull back to £1.50 to add more but not sure if it will happen. Just too much demand here. Might have to bite the bullet and add soon.

£2+ today/tomorrow?

[sportbilly1976] 11/12/2017 12:24

Institutions clearly getting in here now...volume too much for just pi's

[legg96] 11/12/2017 12:17

Over a million shares traded today. Some momentum here.

[kop202] 11/12/2017 11:49

Unfortunately this drug won't cure thatBut pharmas are working hard . Good write up Moneyweek on this topic

[luminoso] 11/12/2017 11:44

Thanks for all the repetitive cut and pastes, people. When you suffer from alzheimers like me, its a great help.

[money maker1] 11/12/2017 11:36

IMM could have the Phase III Lupuzor (P140, Forigerimod) results within 5 or 6 weeks.

If you take Tim McCarthy's recent reference to Lupuzor being a "multi-billion drug" as meaning lupus sales of at least $2 billion pa, then reading across from Gilhead's recent cash buyout of Kite for $11.9 billion in expectation of year 2022 sales of $1.7 billion, that implies the value of $2 billon pa Lupuzor sales for lupus would give a buyout price for IMM of at least $13.99 billion or £80 a share. The figure goes up even more if you add in other indications for Lupuzor P140, of which there are at least 10.


money maker1
5 Dec '17 - 18:43 - 6803 of 6811 6 0 Edit

If Gilead paid $11.9 billion cash in 2017 to acquire Kite's axi-cel on predicted sales of $1.7 billion by 2022, Lupuzor could be worth a lot more for lupus and the 10+ other indications it could address. Deals like this just prove the value of Lupuzor if the Phase 3 results are successful. This is not ramping just rational analysis.

Tim McCarthy (IMM Chairman) Presentation, 14/3/2017:

"There's going to be a fantastic return on investment for anybody who invests in ImmuPharma...This (Lupuzor) is going to be a multi-billion dollar drug, its as simple as that...This will absolutely be a multi-billion dollar drug."

4 min 40 sec.


Its not just me saying this. Its IMM themselves and precedents for such valuations are emerging all the time in the sector.

[money maker1] 11/12/2017 11:34

greedfear
7 Dec '17 - 21:34 - 6931 of 7112 1 0

Interesting facts:

"By Jason Stutman | Dec. 07 2017 - Baltimore, MD

From $0.10 to $170.04?

That’s exactly what Amgen did
And it's far from the only biotech to have made ridiculous gains like this over the years.

Gilead Sciences went from $0.65 to $117.86... Celgene from $0.29 to $131.25...

And Biogen from $0.41 to $422.24...

I could go on all day, but you get the picture."

[englishlongbow] 11/12/2017 11:26

Several other plus's are that Lupuzor could be on the market and earning sales revenues next year, has a large nuber of potential indications and a long patent life, making it even more attractive to large pharmas.

[costapacket] 11/12/2017 11:02

Hi NY Boy - I'm still here! Only just getting started. As previously mentioned I have a small interest in BLU too; things are looking very positive in both stocks.

[ny boy] 11/12/2017 11:01

Oh still here, sorry, forgot to refresh the browser lol

[ny boy] 11/12/2017 11:00

Hey where is everyone, not bailed out I trust, well i’ll Be buying your shares if you are!

Making loads on BLU & VELA, so have a reserve fund to invest here on any pull backs, remember the recent mugging @ 125p 😂

[hottingup] 11/12/2017 10:43

Lupuzor P140 is not just about treating Lupus, its so much more:

From IMM's updated website:



A shift in treating auto-immune disease

"This targeted approach marks a paradigm shift in treating autoimmune disease. Instead of shutting down otherwise healthy immune responses the T-cells are suppressed leaving the immune system modified but intact."

Autophagy represents a key pathway

"Autophagy represents a key pathway that is targeted by the P140/Lupuzor™ peptide. Defects in this complex process underlie many types of diseases, including autoimmune, many inflammatory diseases, and degenerative neurological illnesses (e.g. Parkinson’s and Alzheimer’s diseases), and aging. Thus, therapeutic agents such as P140/Lupuzor™, are unique molecules that may significantly slow down or correct the course of such diseases and considerably improve the quality of the life of patients."



Forigerimod/PI40 targeting major auto-immune disease indications

"ImmuPharma together with Professor Sylviane Muller, Lupuzor’s inventor, have presented new evidence supporting Lupuzor’s™ Forigerimod / P140 peptide activity in several other major auto-immune disease indications outside of Lupus including Rheumatoid Arthritis, Crohn’s Disease, and Asthma. In particular, the peptide appears to have general effects against chronic inflammatory indications. Other pre-clinical evidence supports the molecule’s use in: Neuropsychiatric lupus (NPSLE); Gougerot-Sjögren syndrome (GSS); and Guillain-Barre disease (chronic/CIDP)."

Lupuzor™ Symposium
8th June 2016 - 3:35 pm

41 min 40 sec onwards:


Indications with promising data:
- Systemic Lupus Erythematosus (SLE) (Market size $4 bn) (SLE ends Phase 3, Q1 2018)
- Neuropsychiatric lupus (NPSLE)
- Gougerot-Sjögren syndrome (GSS) (Market size $2.2 bn by 2024)
- Rheumatoid Arthritis (Market size $28.5 bn by 2025)
- Gougerot-Sjögren syndrome (GSS) (Market size $2.2 bn by 2024)
- Crohn's Disease + Ulcerative Colitis (Market size $4 bn by 2022)
- Guillan-Barre disease ($520m)
- Chronic Inflammatory Demyelinating Polyneuropathy (CIDP)
- Asthma (Market size $20.7 bn in 2015)

Other potential evaluations:
- Scleroderma (Systemic Sclerosis, Raynaud)
- Psoriasis
- Multiple Sclerosis (MS) (Market size $20 bn by 2024)
- (Others to follow)

Negative preclinical results for potential re-evaluation:
- Type I Diabetes (Market size $43 bn by 2021)
- Amytrophic Lateral Sclerosis (ALS)

IMM have a new Lupuzor patent (granted 2017) covering key markets (USA, EU, China, India & Japan) to 2032 & use in the majority of autoimmune indications. A new patent has also been filed to cover non-autoimmune indications. (IMM, Sep 2017)

[hottingup] 11/12/2017 10:42

Still a lot more.

[divinessence] 11/12/2017 10:41

Agree worth a lot more but my view was on prior to results.

[hottingup] 11/12/2017 10:38

Lupuzor has a 95%+ probability of reaching the market imo.

[hottingup] 11/12/2017 10:37

Worth a lot more.

[divinessence] 11/12/2017 10:31

Will stick my neck out and say this might hit the high end of my forecast prior to resutls. In other words somwhere around £5.00. Let's see but DYOR.

sk, hottingup what you think?

[jpleight] 11/12/2017 10:22

The u s of a surely could propel this higher, why not?

[spawny100] 11/12/2017 10:10

Intraday pennant? Surely we can't be looking at £2 today?!

[asat91] 11/12/2017 10:04

haha thanks alphapig...

Personally I have messed up a bit and hold a good 30% of my IMM shares outside of my ISA as I had already maxed out and didn't want to sell other shares.

[ny boy] 11/12/2017 10:02

See how the MM widen the spread 7p between bid/offer lol!

For anyone interested I added more (FOXT) this morning, good recovery play imho (dyor as usual)

[che7win] 11/12/2017 10:00

Spawny, But ISAs can also help the government.If you make a loss in your ISA, you can't offset that against capital gains tax - is IMM one to have in your ISA? I have some wrapped in ISA, but a lot outside.