Immupharma Share Discussion Threads

[adejuk] 11/12/2017 16:19

cgt?
put them in a sipp

[alphapig] 11/12/2017 15:52

Just waiting for the 'fake news' merchants to show up and deramp, you know, the one whose mate is a doctor whose heard thru the grapevine..........

[glennrcharles] 11/12/2017 15:47

A deal saves us making a decision post Christmas. ..

[vatpaul] 11/12/2017 15:43

Deal with a pharma tomorrow?

[vatpaul] 11/12/2017 15:42

Blockbuster Potential ($1bn+/yr)

If Lupuzor's Phase III trial meets its endpoints then a blockbuster market ($1bn/yr) opportunity opens up for IMM:

• GlobalData suggests $3.2bn for lupus drugs generally by 2025

• IMM states that Lupuzor has "multi-billion dollar sales potential" see its presentation and its annual report has previously indicated $1bn to $4bn potential per year

[herschel k] 11/12/2017 15:41

No offence guys, but who here is going to wait for £200 a share if it was to actually hit £40 a share soon after the results?

£40 a share would make a lot of people here millionaires!
Most people don't risk that kind of return in the hope of more.

[ballsac] 11/12/2017 15:40

£200 if we assume at least ten indications for Lupuzor P140.

[asat91] 11/12/2017 15:36

Husbod you could have said the same thing at 26p 4 months ago.

Or at 50p 3 months ago.

Or at £1 1 month ago.

Or £1.30 last week.

[husbod] 11/12/2017 15:31

Very true Flávio old bean but if it was that certain the share price would already be much higher than it is.

[money maker1] 11/12/2017 15:30

£60 to £100.

[spmc] 11/12/2017 15:28

Reckon we should hit £5 pre results then spike to £20 on the day of results if they're as good as the board expects then a steady climb to £40 in anticipation of a takeover then £60-£100 on announcement of the takeover

[flavio_monteiro] 11/12/2017 15:12

Husbod, If the results of phase3 are good (And the Market is waking up to this prospect) On the day of the results...The share will gap up considerably x2 x3 x4. It will be difficult to buy in quantity.

[husbod] 11/12/2017 15:08

Cheers hottingup and it certainly looks good but having bought recklessly on many occasions in the past I'm tending to play a bit safer these days - must be getting old but the old principle of a bit of certainty and getting in just before the crowd has a certain attraction.Purely as a matter of interest how quickly can an Institution react to a positive RNS I wonder. I think we could be more nimble and lock in the majority of the uplift which in most cases will occur in the days and weeks after the announcement. The only possible problem will be the availability of stock.

[blackbear] 11/12/2017 15:08

Yep I'm expecting an announcement in December and January

[professor bang bang] 11/12/2017 14:57

Presumably we get another progress announcement this week or next?

[hottingup] 11/12/2017 14:52

husbod ----

Resetting the Autoreactive Immune System with a Therapeutic Peptide in Lupus
Prof. Sylvian Muller
Lupus (2015) 24, pg 412–418

"The phase IIb trial showed that after three months of therapy (three subcutaneous injections of 200 ug peptide/patient in addition to standard of care), Lupuzor improved Systemic Lupus Erythematosus Disease Activity Index score of lupus patients under active treatment by 67.6% versus 41.5% in the placebo group (p<0.025). After three additional months of follow-up, the improvement rate was 84.2% versus 45.8% (p<0.025). The side effect profile was unproblematic and the drug was well tolerated as evidenced by a very low drop-out rate."

www.lupuzor.com/Documents/Schall%20Muller%20Lupus%202015.pdf


Sylviane Muller, Lupuzor Symposium, Jun 2016
How Lupuzor works:

15 min 40 sec:

Evidence Lupuzor P140 works for other conditions:

41 min 30 sec:

Efficacy with other conditions corroborated by other independent researchers who are experts in these diseases e.g. Crohn's disease, Asthma, etc:

45 min 50 sec:

As P140 proven to be safe via the Lupuzor trials, testing of it for other conditions can start at a Phase 2b or Phase 3, meaning approval for other conditions can be less costly and accelerated timewise:

46 min 16 sec:


Sylviane Muller - Treating lupus by targeting T-cells (SHORT) May 2017

"The peptide has now become medication, Lupuzor - due for market launch in 2018"





List of largest pharmaceutical mergers and acquisitions

Plenty of money in the pharma sector to pay billions for aquisitions (successful or unsuccessful):

[mr. t] 11/12/2017 14:50

homebrewuss, thank you for your post last night about IMM news announcements.

[kensingtoncourt] 11/12/2017 14:39

I just checked back and found the fund raise in March 2017 was done to see them through 2018, i.e. to completion of a deal or takeover following Lupuzor results in Q1 2018 (and if necerssary, FDA approval under the 6 month Fast Track Status).

At the time, they originally intended to raise £3 million via a Bookbuild but it was oversubscribed and they ended up with £4.1 million, i.e. £1.1 million more than they needed. So they definately do not need for more cash now.

[quiche66] 11/12/2017 14:22

Would make sense to do a fundraise before results, but I think management are increasingly confident of a positive outcome so are concentrating on a mega-deal post ph3 results, hopefully £50+.

[qs99] 11/12/2017 14:10

nice moves ahead of the US open....

[wigwammer] 11/12/2017 13:17

Of course, I doubt very much it will happen.Having exhausted the 10% option incentives prior to the ph3 result, it is pretty clear management have zero intention to pick up the pieces post a lupuzor failure.It would be hard work.

[sportbilly1976] 11/12/2017 13:13

share price action suggests no Insti's been approached for any fund raise

[wigwammer] 11/12/2017 13:08

"why would you go for a fund raise a month or so ahead of results or your major "next big" RNS"Because it will be far less dilutive than doing it at 15p if lupuzor fails.If they can fund the other programs and demonstrate they have value, then you might only lose 50% of your money instead of 90%+ in that event.10% dilution to raise £20m. Makes sense.

[qs99] 11/12/2017 12:51

that would be my view Herschel, unless they had suddenly blown loads of cash somehow, why would you go for a fund raise a month or so ahead of results or your major "next big" RNS DYOR etc? Would be surprised....some chunky volumes here IMO and agree with above posters looking at larger funds buying in as surely too big a volumes and value for PIs? DYOR etc