Immupharma Share Discussion Threads

[money maker1] 21/12/2017 11:51

Give me a takeover offer any day at £60+

[englishlongbow] 21/12/2017 11:47

If last dose is today, I make last evaluation 28 days later, i.e. Wed 17/1/2018. So perhaps a takeover offer will emerge in January.

[sportbilly1976] 21/12/2017 11:46

english,

true - but none of those scenarios are "an offer on the table", although one subject to headline results being met I feel would warrant being released to the market

[lukead] 21/12/2017 11:42

Greed fear, you are the new 'badger' agenda is .....

[englishlongbow] 21/12/2017 11:42

sportbilly, not sure if a takeover offer would need to be disclosed at this stage, unless its a firm unconditional offer. IMM have previously said they are already in "discussions" with several interested parties, and "There will be a number of routes to market for Lupuzor which could include: a global licensing deal; ImmuPharma partnering with regional distributors, globally or an outright sale of Lupuzor or the Company. The prime objective of any strategy would be to maximise shareholder return."

So we know they are already discussing any or all of the above with different parties.

It might be that only on release of satisfactory headline results meeting an offerers conditions, would such offers then become definate and have to be disclosed on a specific basis.

[davew28] 21/12/2017 11:39

So all good with the trial as far as it is nearing completion and everything now seemingly locked and in place with the granting of more options and the expectation of a good result, though a rather muted market response so far given the closeness now to the end perhaps maybe due to market winding down. Do people think that this will be it now in terms of any further RNS prior to the revealing of the results?

[greedfear] 21/12/2017 11:37

Still believe it's going to retest 136p first. This is the RNS people have been waiting for to top slice. Down before it goes up.

[husbod] 21/12/2017 11:11

Apologies for all the ?s in previous post - don't know where they came from.

[husbod] 21/12/2017 11:09

Well, fwiw I've just topped up. Can't see why you would accept options if you weren't pretty confident that they were worth having.

[sportbilly1976] 21/12/2017 11:07

any offer on the table would be price sensitive information and subject to LSE rules and hence immediately released via rns

[hottingup] 21/12/2017 11:03

Sorry just reread the share options announcement. Looks like this particular batch went to "consultants who have been directly involved in Lupuzor(TM)'s successful development to date", so presumably CNRS or persons within that team, which could include Sylviane Muller and her close colleagues (e.g. Helene Jeltsch-David, Hayet Dali, Nicolas Schall). However, I'm firmly of the belief the last lot of options, some of which went to 'consultants', would have included those consultants assisting in deal or takeover negotiations; implying they are aware of offers on the table which have good implications for the share price, and consider the options a good and safe bet.

[mr. t] 21/12/2017 10:28

Another possibility for the consultants include Sylvianne Muller. In this article on excipients for Lupuzor she refers to herself as a consultant to Immupharma:



I prefer if the options were for consultants negotiating a deal as hottingup suggests - a good incentive for them to increase shareholder value.

[gbh2] 21/12/2017 10:20

"there doesn't seem to be many shares available when I try to buy above 3000 "shares.

Try a decent broker, I just had an offer of 10,000 at Offer price!

[aussieb3] 21/12/2017 10:13

I think tim sounds very confidence of great results This was in latest rns Importantly we continue to see robust safety and we look forward with continued confidence to reporting top line results of the study in Q1 2018.".

[husbod] 21/12/2017 10:10

My view as well hottingup.I wonder if we'll feature in the new year tips.Trying to decide whether to sell something to buy more here.

[hamhamham1] 21/12/2017 10:04

DAL = GLA (damn auto correct)

[hamhamham1] 21/12/2017 10:04

Without wanting to appear overly granular, there doesn't seem to be many shares available when I try to buy above 3000 shares.
Nearly Christmas, I think all you long term holders will we looking forward to a break and enjoying the share performance to date. DAL and Merry Christmas

[hottingup] 21/12/2017 10:00

Or it could be consultants IMM are using to help with negotiations on a deal or takeover, and they know about offers on the table which have positive implications for the share price, so are happy to take share options as payment.

[waterloo01] 21/12/2017 09:49

That's actually quite a good point.

[hottingup] 21/12/2017 09:45

If the options have been granted to Simbac-Orion who are running the trial and they have already been collecting the data as each patient finished as previously mentioned by Tim McCarthy, then their willingness to accept share options as payment could mean they have been seeing good data from the trial. Either way it means the consultants feel the share options are a safe bet.

[lord gnome] 21/12/2017 09:42

Pray tell us why Cosmo. Speak plainly.

[oilbagger] 21/12/2017 09:37

MMs just dropped the price by 3-4p to suck in a few sellers.