Immupharma Share Discussion Threads

[mcdermov] 19/12/2017 19:43

Hopefully. What a great buying opportunity that would be!

[l0ngterm] 19/12/2017 19:12

GF: we will all know soon, it will be an interesting read out. But we are all still here, so that must say a lot on what our expectations are.Good luck.

[ny boy] 19/12/2017 19:09

Ready to buy the dip tomorrow, should the markets allow me.

More getting mugged like at 85p, 95p, 125p etc etc.

Just buy the price you are comfortable with and le. Let the Company do the talking.

GLA holders

[immy1992] 19/12/2017 19:06

whoever bought at 155 today will be a happy punter tomorrow i reckon

[hamhamham1] 19/12/2017 18:50

I think the company is worth the current market capital value of £200m to any big pharma. With the last 15 years of development and the prospects of the platform, even if these results suggest that a secondary phase 3 test is needed then the current price of the company would appeal greatly to the big guys. So am happy.

[butler4] 19/12/2017 18:48

Those that do have a clue are those close to the trialists - they have some idea - information gets leaked - trust nobody!

[butler4] 19/12/2017 18:42

I don't understand this - when the price is on the rise all the mms are extolling the virtues and that it s going to be £10-00/share
We have one day of 5% drop and now we're talking a fall to 90p
As I said earlier - none of us really have a clue - its one big gamble

[money maker1] 19/12/2017 18:40

Phase 3 finishes next month.

[money maker1] 19/12/2017 18:39

£60 to £100.

[mcdermov] 19/12/2017 18:38

Anything is possible, but in the absence of negative news or rumours, 90 p would represent a welcome and surprising buying opportunity.

[longshanks] 19/12/2017 18:29

I agree with you GF: retrace to 90p is very possible.

[greedfear] 19/12/2017 18:10

Longterm: No offense, I will not go into that discussion, call it my opinion or stupidity if you like, I do not comprehend how it works. If people do, great!

SOC (placebo) will get response rates of up to 50% even after 52 weeks. That's my concern.

If people think share price will head higher. Great. I've got no problem with that. Good for them if that happens. Just giving my opinion.

[waterloo01] 19/12/2017 18:05

Note the below from recent initiation note from Finncap ,the price target is pre phase 3 readout which as they say presents " Unusual upside potential from binary readout leads us to initiate coverage with a Buy recommendation and 237p price target"

"It is our belief that the upcoming trials will be successful"

It might fail the trial or be inconclusive and hence the binary nature of the bet.

[englishlongbow] 19/12/2017 17:54

Adejuk actually the probability is in favour of Lupuzor, e.g. Worlds best ever Phase 2b lupus results, ongoing superior safety in Phase 3, SPA and Fast Track status, higher profit margin and cheaper market price than Benlysta, more than ten other indications beyond lupus.

[l0ngterm] 19/12/2017 17:37

Divi: I agree

[divinessence] 19/12/2017 17:35

Slight dip in price and doomsters are coming out. I disagree I think afer a little volatility it will head higher.

[l0ngterm] 19/12/2017 17:31

GF: if you are referring to the MOA for lupuzor it has been published on the companies website.As for the other aspects the increased duration should enable a levelling out of the playing field. As the longer the trial the more likely an increased chance in flare ups etc. In the standard of care control group.

[greedfear] 19/12/2017 17:21

Frankly, I believe the share price will retrace now to 136p (first stop). A lot of people in profit, thinking about top slicing. Some people probably overweight. Getting nervous. I do not rule out 100p.

It's still a bet. I mostly fear the high placebo effect (50% not uncommon in lupus trials). Not understanding the MOA comes next.

[adejuk] 19/12/2017 17:03

thx gf
what does that mean and who is mr t?

[adejuk] 19/12/2017 16:59

"it's JUST about getting decent ph 3 results"
JUST !!!
it's all about that
this is a 75/25 bet and the industry odds are against us.
get real please
enough of the 'desert island discs'
i hold a lot and am anxious not to lose my paper profit.
don't tell me to sell - i can manage my own angst thanks

[mr. t] 19/12/2017 16:57

I'm trying to decide whether to hold 100% through the phase 3 top line results, or to top slice. I get the compelling bull case of the strong phase 2b results, the multi-billion dollar market potential, safety record during phase 3 to date, and the Benylsta transaction comparison. This is why I'm happily invested.

I also accept the risks of things not working out given the Cephalon/trehalose trial debacle, that IMM self-selected the best Phase 2b results (those from the most severe SLE population - who to be fair they are targeting in the phase 3 trials) to present post unbinding, and the further phase 2b issue with rns announcements affecting the trial.

Apart from the above, there are two things I'd like to understand better:

1) there was a heated discussion on this bb some time ago about why a very low dose of 200mcg of Lupuzor was effective in humans when it was a far larger dose/kg effective in mice. Do we have any idea why such a low dose is effective? (as a comparison Benylsta uses 1000X more at 200mg weekly when used subcutaneously - I appreciate it's a completely different drug and mechanism)

2) Another point discussed before was the half life of peptides being notoriously short (e.g. diabetics inject insulin several times per day)- how does Lupuzor manage to be effective when it's only administered once every 2 weeks?

Can anyone help with the above? Any comments are very welcome. Thanks