Immupharma Share Discussion Threads

[herschel k] 08/1/2018 12:07

Verifiable and date stamped

[herschel k] 08/1/2018 12:07

Proof please

[nw99] 08/1/2018 12:04

Panmure cut rating

[longshanks] 08/1/2018 12:03

You should post more often rossy.

[rossy73] 08/1/2018 12:00

Not a regular poster here as don't usually have the time to read the thread. I picked up another 33,000 this am - the 40,000 was not me. The price action suggests its a tree shake from the mms to cover their positions following recent sustained rises. Mms are not required to balance their books at the end of each day and can sell plenty of stock they don't own i.e. go short and stay short until they find an opportune time to balance things up. With the push up to the high 180s recently they'll likely have gone short as they feel they have some breathing space before market moving news will arrive. This is just the way of the market and not cause for concern

[flavio_monteiro] 08/1/2018 11:42

I picked up 10K :-)

[divinessence] 08/1/2018 11:39

Someone picked up 40,000 shares this am

[top tips] 08/1/2018 11:30

21 DECEMBER 2017
ImmuPharma PLC
Last patient completes dosing in Lupuzor(TM) Pivotal Phase III Study

"ImmuPharma PLC (LSE:IMM), the specialist drug discovery and development company, is pleased to confirm that the last patient has completed dosing within the 52-week, randomised, double-blinded, Phase III clinical trial of Lupuzor(TM), its lead programme for the potential breakthrough compound for Lupus, the life threatening auto-immune disease."

So +28 days to last evaluation of the last patient takes us to around Wednesday 17/1/2018 for last evaluation (if the last dose was given the day before the news announcement on 21/12/2017). Trial end next Wednesday?

[wi1l] 08/1/2018 11:15

FUM seems to be the better bet today.

[top tips] 08/1/2018 11:11

bid dropping on every sell now.

[hamhamham1] 08/1/2018 10:58

Let's face it Robert Zimmer (President and Chief Science Officer) owns about 25 million shares. So a lot of the cash that comes in (on any deal) will be used to maximise the shareholders prosperity.

[njb67] 08/1/2018 10:48

L0ng - effectively you would be trading risk - a guaranteed lower payment now against an uncertain but potentially higher payment in the future.

A lot would depend on the directors ambitions, do they want to reinvest the proceeds of a licensing deal into new products to grow IMM, or take the cash now and move onto the next venture.

Book - not always true, we did not hear about the Celegene/Impact deal until last night. The Gilead acquisition of Kite was not touted in advance either unless I have missed this.

[bermudashorts] 08/1/2018 10:38

ay130 - very poor form

1) Panmure Gordon have never previously had a sell rating on IMM
2) They have had a 100p target since June 2016!
3) The only reason they dropped their target in 2016 was to reflect the greater number of shares in issue following the Feb 2016 £8.3 m funding. ie. they kept valuation the same but price per share dropped in light on greater no. of shares
4) Panmure were replaced as NOMAD and broker by Northland during last year so are unlikely to put any great effort into revisiting their valuations

Suggest you delete your earlier post

[john09] 08/1/2018 10:18

No rise from this nap. I think most SCSW subscribers I’ll be thinking this one is already frothy from the off

[spawny100] 08/1/2018 10:15

ayl30 - you're on dangerous ground there spreading false information. It can be a prosecutable Criminal Offence you know?

[l0ngterm] 08/1/2018 10:15

Not sure in pharma, but payback using NPV is usually a 3-5 year. Mind you just second guessing what the options maybe.

[bookbroker] 08/1/2018 10:12

Investors should tread carefully here, so far every bit of news by the company has been exceptional, but despite the company determining that any deals will be done post acceptance of Lupozor, where are the statements of interests, the market always front-runs any sniff of intent!

[l0ngterm] 08/1/2018 10:11

Appreciate the buyout would be different. But to maximise shareholder return (all be it longer). Then a license and milestone payment could achieve this. Especially if the company are confident in the other indications.At some point down the line though, I would expect an offer to buy them out.Just trying to understand the options available.

[herschel k] 08/1/2018 10:11

In fact, there is also a blatant LIE in there - Panmure has NEVER said "sell".

The 100p target offered over 150% upside at the time.

[hamhamham1] 08/1/2018 10:10

njb67. Good point, I very much agree, licencing deal with similar stage payments.
It makes sense - future money can still be diverted to shareholders, pipeline drugs/platforms not given away and very importantly the CNRS valuable relationship is maintained. win, win, win
njb67 - best thing you have said here IMHO - thanks :)

[volsung] 08/1/2018 10:10

I thought shares went up on tips. Lol

[herschel k] 08/1/2018 10:10

thanks aussie, that's all I could find too.

another poster for the bin then........

[aussieb3] 08/1/2018 10:08

It was from start of last year