Immupharma Share Discussion Threads

[ny boy] 18/12/2017 09:05

Wake up pop pickers, strong level 2 buying, shortage of stock, crank this up to 200p

[supernumerary] 17/12/2017 23:58

Nothing significant - just clerical tidying up - as far as I can tell it just says they won't be sharing ipd - individual patient data.

[bermudashorts] 17/12/2017 22:29

super, being lazy here but did you notice whether there were any changes?

[l0ngterm] 17/12/2017 21:47

Barriew: the results will be known by the company sooner than that. If their is no safety issue or ambiguity. Then it is just down to wording.As for late March that ties in with the standard uk new financial year. When funding is released.So talks on the golf course will be happening, and more at start of feb.

[barriew] 17/12/2017 20:43

I just watched the youtube video from july, and it states last patient finishes in 2018 , and as the rns on 25 th january 2017 states , all patients have now been recruited and dosed,
So you would expect late febuary/ march for results,

And very interesting that by year end they will know if nucant for NASH works,
I think it said a 20 billion dollar market in 2016,

[supernumerary] 17/12/2017 20:08

The clinicaltrials.gov site was updated on the 10th Dec. It's normal when updating to check that information is still accurate, but no change was made to the anticipated primary completion date.

This remains what it has been for the last year, March 2018, which in my experience means the last week of March. Events permitting, of course...

[ny boy] 17/12/2017 19:14

Looks set to be a biggie, excitement will mount once we start of into January then only 22 trading days until the end of the month, importantly it's really all about the phase 3 results, as they have already a fast track in place for FDA approval, which will almost certainly be granted if phase 3 results are tops!

[professor bang bang] 17/12/2017 14:56

Improvement rates with Lupuzor

Phase 2b at 3 months = + 67.6%
Phase 2b at 6 months = + 84.2%
Phase 3 at 9 - 12 months = + 100% ??

For me its not now about whether lupuzor works but just how big the improvement will be at 9 and 12 months.

N.B.
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

[lord gnome] 17/12/2017 14:39

Mandy Rice-Davies? You would say that, wouldn't you ewads?

[hamhamham1] 17/12/2017 10:38

Ok maybe it's easier to say they not in talks with anyone.

[ewads] 17/12/2017 10:16

Talking golf with a pharma major executive could be interpreted as "in talks".

Any "in talks" comment sends out a positive spin to all interested parties.
Mandy Rice had a quote that fits.

[hamhamham1] 17/12/2017 09:21

I can't remember if it was Tim or the Nomad rep. It's in this presentation somewhere I believe.
hxxps://youtu.be/CuybqexHauE

[gbh2] 17/12/2017 09:15

"several companies that they are in talks"

Is this thread now being Cloned from the Optibiotix BS thread???

[hamhamham1] 17/12/2017 09:08

I guess one thing in IMMs favour is if there are several companies that they are in talks with (this fact already stated, although Tim couldn't say exactly how many). This meams if one company wants a deal then they need to act or risk missing out.
And looking at that link yesterday some are good fits:
7. Potential deals
AbbVie's primary areas of focus for potential deals -- either acquisitions of companies or licensing assets -- are in immunology and oncology. Gonzalez said that lupus and early psoriasis are two areas of high interest for the company.

[ny boy] 16/12/2017 22:02

Or he could just be thick 🙄

[bermudashorts] 16/12/2017 21:47

Super, perhaps not :)

[wildbunch] 16/12/2017 21:28

immy Good for you-grown up has nothing do with age-as you demonstrate. Badger is probably 100-but he can't swim!

[poacher45] 16/12/2017 21:25

So what have we learnt with badger coming on here:-
1. There are a lot of people in America, Europe and Japan that would happily pay that for a drug that works.
2. There are a lot of people worried by the side effects of other drugs that would happily use this drug with no side effects.
3. The world is crying out for a safe cheaper drug.
4. So far the tests have proved positive and after 9 months this test was showing good results.
5. If directors sold 1 share they would have to notify the market.
6. There are a lot of drug companies looking for a company like this and have very large cheque books.

[che7win] 16/12/2017 21:08

Ironic isn't it....badger comes on here to harass an avatar on ISAT and ends up making a few more enemies in record time.

[supernumerary] 16/12/2017 19:41

Bermuda - yes the Humira numbers surprised me too, although it's not an area I'm very familiar with. $16B at peak makes a very nice npv! Without wishing to add fuel to an already raging fire, I'm not entirely sure it's OT either...

[immy1992] 16/12/2017 17:21

Wildbunch all i have to say regarding your contra perspective is, i bought a substantial chunk of this and have paid up for it. My average for what i paid and hold is 60p.

I have been contra trading this on every RNS i believe is of value and i have increased my holdings by 20+ percent, without paying a cent. Thats just by selling conservatively. There is a pattern here and " grown ups " should notice it , im only 25.

P.s i am very optimistic about IMM. I have invested what i am willing to lose but that doesnt mean we shouldnt trade hard and smart.

[wildbunch] 16/12/2017 16:54

All this stuff about statistical probabilities personally I find wide of the mark from an investment perspective. We have a 'drug' that is about to complete phase 3 that could be miles better and safer than the alternative. If it gets to market the share price will be anything from £5 to £100 according to posters. Currently I am sitting on 210% increase in value on 86000 shares. Never expected this-so my decision is when to de-risk. I am comforted by the Chairman's remark at the Mayfair presentation that people with milder form of lupus that would not take the current drug for fear of the horrible side effects will take the new one because there are not any. This should lead to much higher revenues. The mark up is massive.

All this contra stuff is b/s. DYOR, invest-don't invest, de-risk-don't dee-risk, these decisions are for grown ups-if you are afraid of water don't go into the pool.

[jp1962] 16/12/2017 16:53

Sad individual indeed and typical troll behaviour

[badger60] 16/12/2017 16:46

.......and cheggers..... can't you smell that coffee!!.......