Immupharma Share Discussion Threads

[hamhamham1] 06/1/2018 09:54

It'll be in their latest newsletter so no link available probably.

[happyman7] 06/1/2018 09:49

Their other nap must be AFX as Scanjet has written a like post on the AFX bb, see below. He is teasing us with that post and not giving us the link. Well, he has paid the subscription. You would like to think that there was someone who writes on here who is a subsciber who can post the link. As Scanjet says , the more people who read this tip, the better, for , at least, an initial upward movement. The mm's will be aware of the tip.


Scanjet17 - 06 Jan 2018 - 08:04:12 - 203 of 208 Alpha FX Group PLC - AFX
An SCSW 2018 nap in the latest issue out today.
Enjoy.

Scanjet17 - 06 Jan 2018 - 08:24:32 - 206 of 208 Alpha FX Group PLC - AFX
If you are a current holder and wish to make a quick profit there's an obvious benefit in lots of people knowing. You can always buy back after the froth has blown off.Treat the kids...

[vatpaul] 06/1/2018 09:29

Buy

:)

[113mike] 06/1/2018 09:26

Just quick summary might be possible?

[hamhamham1] 06/1/2018 09:20

That was probably a bit of a cheeky request. My bad :)

[hamhamham1] 06/1/2018 08:54

Scanner. Is it poss to post the article txt on here, for any non subscribers?

[scanjet17] 06/1/2018 07:31

An SCSW 2018 nap from today's latest issue.
Enjoy.

[runtoma] 05/1/2018 19:57

Who else am I? Name them. That should cause some outrage. By the way are you really a medical rep?

[dafad] 05/1/2018 19:56

Article in todays Daily Mail highliting the problems of living with the Lupus condition

[njb67] 05/1/2018 19:45

Just you and your multiple aliases

[runtoma] 05/1/2018 19:38

Am I the only one or do others find hamham annoying?

[hamhamham1] 05/1/2018 19:23

Yippee we all going to be multimillionaires.
Shall I repeat this several time a day for the next few weeks?

[stealth wealth] 05/1/2018 18:54

That is a very good point VA made about the P140 platform (which includes Lupuzor) now attracting interest for more than just lupus (we know it may be able to treat 12+ high value indications) which obviously adds to its value.

One self-confessed industry participant recently stated:

"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."

So Gilead took over Kite Pharma for $11.9 billion cash in 2017, mainly to get their one platform.

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, particularly as we know P140 Lupuzor could address 12+ high value indications.

[hottingup] 05/1/2018 18:46

Vadim Alexandre (Northland Capital)
IMM Presentation
4/7/2017

34 min 45 sec:


"HGSi's takeout price was $3.6 billion for 50% of the rights (to Benlysta)... so we can assume roughly Benlysta was bought for $7 billion...and that's in 2012...so if we are looking at a drug (Lupuzor) that could be better, the price could be higher...a novel treatment in lupus could command that price...because it already has...

...and then just in terms of pricing for the drug...Tim mentioned $20k per patient per year, that's not very expensive...Benlysta is commanding $35k per patient per year...(I am even more conservative in my model) if we have a drug that is as good or better (Lupuzor)...$40k, $50k per patient per year isn't unachievable...

...the regulatory position speaks miles...a SPA and Fast Track designation...the FDA dosn't dole these out lightly...the regulator is behind this drug...

...if the trial is successful we are going to see a re-rating of the stock price...the types of deals that are closed are not small deals...you could expect an upfront payment to dwarf the market capitalisation of the company...P140 is now being shown to affect other diseases with major indications ...rheumatoid arthritis, asthma, Crohns, the list goes on and on, so a potential buyer, even 'though lupus is big enough, won't just buy it for lupus it will buy it for all these other indications as well...I definately think this stock is currently undervalued..."

Q&A
Q: What value do analysts apply to Nucant and Urelix?

A: "Zero, because...the valution for Lupus (Lupuzor) is so high, so its almost pointless to talk about it...If they were to be seperated in a sum of parts, they do have value but the lead asset is worth so much more... But you are right, the Urelix platform is very interesting a company like Novo would be very interested in that. Nucant...very good data...if it were to be valued standalone, would be worth a substantial amount of the currrent market capitalisation".

[longshanks] 05/1/2018 18:25

Don't take it personally TT, but your "just topped up some more" posts are worthy of some contempt.I don't have blue status so can't mark you down, but I would, if I could, on all your posts.

[sportbilly1976] 05/1/2018 16:24

yep - sustained AT hitting of the bid

[adejuk] 05/1/2018 16:16

short attack

[top tips] 05/1/2018 15:57

Curious my post earlier attracted 4 negative votes. Someone wants to downplay the positives, presumably to help them buy more shares as cheap as possible.


top tips
5 Jan '18 - 10:53 - 8706 of 8715 Edit
0 7 4

"P140 is now being shown to affect other diseases with major indications ...rheumatoid arthritis, asthma, Crohns, the list goes on and on, so a potential buyer, even 'though lupus is big enough, won't just buy it for lupus it will buy it for all these other indications as well."

(Vadim Alexandre [Northland Capital] IMM Presentation, 4/7/2017)


So we could be looking at a takeover to get the whole platform and it won't be cheap.

[ny boy] 05/1/2018 15:01

Bigman786,

Yes it’s a very nasty disease, let’s hope Lupuzor can provide significant success to all Lupus sufferers Worldwide.

GLA

Best add on any decent pull backs, if there are any.

[tricky red] 05/1/2018 14:40

I'd be happy to get between 500p and 1000p per share in all honesty. I bought in at around 50p and would be happy with that profit. However, I'm not that naive to not consider the potential downside, and have already contemplated top slicing to cover any eventual losses.

[herschel k] 05/1/2018 13:26

hamhamham15 Jan '18 - 09:51 - 8694 of 8712

Then those people are being rather silly, IMHO.

H

[bigman786] 05/1/2018 13:15

My cousins husband (Afro Caribbean/Asian heritage aka 'Jamaican Indian' has Lupus. His system cannot produce Saliva as a result of Lupus - he's about to have 40k of Dental work done on the NHS.Not to mention his knees have almost no cartilage left and again, due to Lupus.

[w1ndjammer] 05/1/2018 11:52

NY Boy

sounds like you are bored with beach life already, you need to learn
how to sail different beach different island every day you will never get bored.

WJ.

[che7win] 05/1/2018 11:37

"With the trial progressing as planned, ImmuPharma is planning ahead in anticipation of the trial's successful outcome. In consultation with its regulatory advisors, the Company is now progressing the completion of the regulatory dossiers in preparation for submission to the Food and Drug Administration (FDA) and European Medicines Agency (EMA). This includes the finalisation of the Drug Master File ('DMF') and in particular the manufacture of commercial batches of the Lupuzor™ drug. These will be manufactured according to the described procedures in the DMF, to be ready for inclusion in these regulatory submissions."