Immupharma Share Discussion Threads

[ewads] 31/12/2017 15:15

njb67
Thanks for all the good objective points. I've tried to weigh up and see if this will be the multi bagger that has been suggested
well if £5 is the best forecast on a successful p3, then I'm out. I've made a decent profit so I'll move my 20k to FARN.

[wigwammer] 31/12/2017 15:10

"it is the technology platform, not the future revenues of Yescarta that they have purchased"...... imms's p140 may prove efficacious across a wide range of indications. The difference between this and a "platform" is fairly pointless semantics.

[bermudashorts] 31/12/2017 14:39

Would whoever voted down my 8298 care to explain why? As far as I can tell, it's a factual post so if you think it's incorrect then perhaps better to correct any errors.

[runtoma] 31/12/2017 14:19

Actually it only needs to hit £50

[njb67] 31/12/2017 14:12

Just the one thank you.

So Runtoma joined ADVFN yesterday, Stealth wealth today. Top tips, moneymaker and English Long Bow appear to be incredibly aligned in their posts - even using exactly the same words in their posts.

You do though need to remember which alias you are using when you do post to avoid referring to yourself as if it was another person....



top tips30 Dec '17 - 18:11 - 8245 of 8300

I think we will be looking at a takeover here, particularly in view of the Lupuzor P140 multi-billion sales potential and platform that could treat at least 12 diseases and replicate the multi-billion sales many times..

As top tips said, Lupuzor P140 could be a Top 20 selling drug and possibly a Top 10 drug.

All companies with such drugs have either multi-billion valuations or were taken over for large sums.

As money maker said, the takeover formula is $1 billion upfront for every $7 billion of future sales, so IMM would be bought out for around $14 billion or £80 a share (assuming multi-billion sales, as indicated by IMM themselves). Could be more as we have a 95% gross margin, long newly granted patent and will be market launch ready in H2 2018.

[hamhamham1] 31/12/2017 14:08

runt.
The IMM share price is going to hit £100.
We are all going to be millionaires.
There you go :)

[runtoma] 31/12/2017 14:02

Interesting that you should raise the point of multiple user names. How many have you got? Is hamhamham you?

[luminoso] 31/12/2017 13:41

IMO no Big Pharma will be "put off" by the presence of CNRS here. It will just be factored in. If Lupuzor works, they will just want it.

[bermudashorts] 31/12/2017 13:40

hamhamham -

Immupharma are giving a % away, not the pharma. So IMM will have to pass on a % of any revenue it receives from royalties or milestone/up front payments. The CNRS is irrelevant to the pharma other than perhaps providing an additional layer of comfort and credibility.

[hamhamham1] 31/12/2017 13:37

Yes Davr0s, so probably, the louder people shout on here the less their portfolio is diverseified?

[davr0s] 31/12/2017 13:28

Guys just chill out - all this endless speculation and analysis is not going to move the price. If the super bullish are so convinced they should be remortgaging their houses and buying all the shares they can (not investment advice lol). Just sit back and have a plan for both outcomes. I have a modest position and can easily handle either outcome - currently have 40 such positions and if I agonised over every one I'd quickly go mad

[tenniselbow] 31/12/2017 13:27

It’s always cheaper to buy R&D than undertake it

[njb67] 31/12/2017 13:26

Stealth

It must be tiring for you to keep up with all your usernames and the constant ramping

[hamhamham1] 31/12/2017 13:26

If you spent £20,000 on shares at 40p, thats 50,000 shares.
If you spent £200,000 on shares at 160p, thats 125,000 shares.
What's your point?

[nigsrodders] 31/12/2017 13:22

CNRS is fundamental to IMM business model which I find very attractive. A major pharma may also find this approach attractive rather than pay for teams of their own R&D staff and attendant costs, for no proven drug revenue.

[stealth wealth] 31/12/2017 13:15

So coming back to my original point

"The Gilead executives have confirmed after the acquisition of Kite that it is the technology platform, not the future revenues of Yescarta that they have purchased rendering the price to revenue ratio meaningless."

My understanding is IMM have two platforms - P140 (which includes Lupuzor) and Urelix, plus numerous drugs.

If some big pharmas are more interested in platforms than revenues, and IMM have two platforms from which high revenues could never-the-less be generated, then presumably that makes IMM even more attractive as a takeover target and something on which we should attribute a high monetry value.

I would welcome opinions - njb and hamhamham need not reply.

[hamhamham1] 31/12/2017 13:10

I am not questioning if the CNRS involvement is good or bad. Just asking the question of a big pharma would want to give 15% of the revenue away?

[runtoma] 31/12/2017 13:06

Motley Fool say IMM will make many millionaires. That is not investors who put in £200000 now but those who invested £10000 - £20000 in the thirties forties and fifties Njb67 need not reply. I am not ramping.

[stealth wealth] 31/12/2017 13:00

Yes the CNRS involvement is definately a "positive" as you say. Its one of the most prestigous research extablishments in the world and Sylviene Muller is a world leader in her field. Their contribution will be worth every cent .

I see the last sentence "patented portfolio of potential new lead compounds."

So IMM consider their compounds to be leaders !

[hamhamham1] 31/12/2017 12:58

But you do agree that 15% of lupuzor sales money will go the the CNRS right?

[top tips] 31/12/2017 12:53

Good point stealth wealth. IMM own 100% of the world wide rights so no problem ham ham. Having CNRS involved is probably a positive because it gives independent validation and a wealth of expertise at low cost.

From IMM's website:

ImmuPharma’s low risk-strategy is to capitalize on pioneering research taking place primarily at Europe’s largest fundamental research institution, the Centre National de la Recherche Scientifique (National Center for Scientific Research) or CNRS. The CNRS was founded in 1939 and is a government-funded research organization, under the administrative authority of France’s Ministry of Research and has over 30,000 employees and an annual budget of over €3 billion. The CNRS has received many prestigious awards and has produced 17 Nobel laureates and 11 Fields Medal award winners.

We have a significant collaborative research and development agreement with the CNRS, which grants ImmuPharma worldwide exclusive rights to exploit commercially certain discoveries.

Our link with the CNRS allows ImmuPharma access to many scientists and doctors, keeping our costs low by avoiding the constant funding necessary for early stage research.

Alongside our collaborations, we are using innovative technologies to develop a strong proprietary discovery pipeline and patented portfolio of potential new lead compounds.

[njb67] 31/12/2017 12:52

Welcome to the board stealth wealth - member since 31 Dec 2017.

So let me guess, having pointed out the flaw in the $1:$7bn takeover rule, the IMM platforms are now about to become the most highly valued in the pharma world....

[hamhamham1] 31/12/2017 12:33

One thing that might put off a big pharma buy out is the fact that IMM has to pay 15% of sales to CNRS.
Big pharma's like to own the whole thing, so I think they would need to buy CNRS share out as well?

[stealth wealth] 31/12/2017 12:27

"The Gilead executives have confirmed after the acquisition of Kite that it is the technology platform, not the future revenues of Yescarta that they have purchased rendering the price to revenue ratio meaningless."

My understanding is IMM have two platforms - P140 (which includes Lupuzor) and Urelix, plus numerous drugs.

If some big pharmas are more interested in platforms than revenues, and IMM have two platforms from which high revenues could never-the-less be generated, then presumably that makes IMM even more attractive as a takeover target and something on which we should attribute a high monetry value.

I would welcome opinions - njb need not reply.