Immupharma Share Discussion Threads

[tjbird] 11/1/2018 15:51

dont forget the BIG deal is that IMM has 100% of Lupazor

[ytsa2] 11/1/2018 14:58

You have to be a little careful what you read on BBs sometimes

[ytsa2] 11/1/2018 14:56

Ny boy. Are u in singapore? For work or leisure. If interest from us, surprised share price not moved a bit

[qazwsxedc69] 11/1/2018 14:55

Its great to know that some bloke on a bulletin board, has a mate (of a mate), who might be buying some today (or tomorrow).........

[ny boy] 11/1/2018 14:50

My mate over here in Singapore mentioned it to me, he know a few of the guys at Canary Wharf & Wall Street. Anyway let’s see what happens over the next few weeks, exciting times ahead.

[ny boy] 11/1/2018 14:36

Down canary wharf, US connection

[ytsa2] 11/1/2018 14:19

Where do u hear these rumours from

[ny boy] 11/1/2018 14:08

Talk on the street is there will be some American buying interest this afternoon or certainly before the week is out, I guess always rumours about as we get close to important news flow. I will watch the trading later with interest.

[btfd497] 11/1/2018 13:15

Pulledpork: Thank you, you just re-confirmed the initial reason why I put money in here In the first place (started to doubt myself). I know it’s a massive gamble what I’m doing. And I will be annoyed if it doesn’t work out... But I’m still young and have my whole life to be in the stock market and have my money work for me. I don’t want to be sitting here In March thinking “If only...”. The upside here for me personally is far greater than the downside. Plus you haven’t lost money until you’ve sold your holdings.

[hamhamham1] 11/1/2018 13:10

Englishlongbow. You are kidding right?
Getting that poor woman to post here to placate hungry share holders?

[jpleight] 11/1/2018 12:55

gsk is investing in new facilities; I imagine they could manufacture lupuzor in there as well,. We know it is cheaper to make. could gsk bid for lupuzor having benlista in their portfolio? not sure if that is realistic any ideas?

[cockerspaniel] 11/1/2018 12:36

hjs: I really wouldn't take much notice from anecdotal evidence unless you know the patients personally.

The best infornation that we have is the published phase II results, plus the statement from the company that there are no reported safety issues from the ongoing phase III trial.

[che7win] 11/1/2018 12:35

and this:



This drug needs to be passed and quickly - not fair on sufferers.

[quiche66] 11/1/2018 12:26

Pulledpork absolutely spot on you have nailed it 100%. Personally I have guaranteed stops in place so am hoping we can get above 200 before results so I can lock in a good profit whatever happens. Key period for share price will be Jan 20th onwards when trial ends. If results are positive there is bound to be some insider buying, always happens. GLA not long to go now.

[pat134] 11/1/2018 12:23

6 Days red Candle. From 193 to 150 :(

[hottingup] 11/1/2018 12:21

GSK spent another $139m on larger production facilites for Benlysta:


GSK spending $139M to boost Benlysta production in U.S. as demand for lupus drug grows
by Eric Palmer
May 1, 2017 9:31am



With demand for GlaxoSmithKline’s lupus-fighter Benlysta growing in the U.S. and approval of a new formulation expected later this year, the U.K., drugmaker says it is time to bring on more capacity at a U.S. manufacturing facility.

GSK today said it will invest $139 million at its biopharma site in Rockville, Maryland, allowing it to expand bulk drug capacity by about 50% for the intravenous drug, as well as a new subcutaneous formulation for which GSK hopes to get approval later this year. Work has started on the project and the added production is expected to be online in 2019.

The announcement came on the first day of Lupus Awareness Month.

RELATED: Benlysta maker GSK drafts soccer star Boxx to get lupus patients talking

Approved in 2014, Benlysta continues to be a growing product for GSK, increasing at least 18% per year in the U.S. on a constant exchange rate basis, the company said. Last year, GSK reported $377 million (£277 million) in sales for the drug in the U.S., and revenues for the med grew even more this quarter, up 22% to $117.7 million (£91 million) worldwide.

This is the second big expansion for the Rockville site, located outside of Washington, D.C., where about 400 people work. In December, GSK opened a $50 million vaccine R&D center at the facility where scientists will research potential deadly outbreaks.

RELATED: GSK ready to 'walk the talk' in outbreak preparedness with new R&D hub

It is also the second major manufacturing expansion announced by the drugmaker in the last couple of months. In March, it said it would build a $175 million biopharma facility at its site in Marburg, Germany, so it can expand production of the meningococcal B shot Bexsero. GSK expects to start validation runs at that facility in the third quarter of 2020.

[best1467] 11/1/2018 12:21

PPorky IMM traded at around 50p for a number of years they were still trading around 50p when this trail started in fact on the day the last patient was enrolled the shares were around 44p and rose up to around 50p on that news.If you think the share price will be anywhere near 50p on a failed trail your in for a major shock.

[englishlongbow] 11/1/2018 12:09

pulledpork

1) Lupuzor produced the best ever efficacy and safety in Phase 2b for a lupus drug (easily beating Benlysta) and feedback so far from Phase 3 suggests ongoing good safety (unlike Benlysta).

2) Lupuzor is also faster acting, cheaper to make and sell and has a higher profit margin than Benlysta.

3) Feedback from people who have taken Lupuzor has been amazing, e.g. Barbie Manchester and Melanie Regnaud. Barbie Manchester said she tried several Lupus drugs and for her Lupuzor was the best, and when she was taking it it was as if she did not have lupus.

4) Lupuzor targets the exact optimal point in the immune cellular chain to get a good result, unlike Benlysta.

"P140 peptide takes action further upstream in the immune response. It specifically shuts down so-called CD4 T-cells before they can aggravate the B-cells that cause Lupus." (IMM's website)

5) Lupuzor is a selective immuno-modulator, rather than a general immuno-suppressant like Benlysta, so Lupuzor has a key advantage and will automatically produce better efficacy and safety.

"This targeted approach marks a paradigm shift in treating autoimmune disease. Instead of shutting down otherwise healthy immune responses the T-cells are suppressed leaving the immune system modified but intact."(IMM's website)

6) They have perfected a way to extend the active life of the drug in the bloodstream.

7) Lupuzor has performed well preclinical in several other indications, supporting wider efficacy in multiple high value indications, so giving it multiple "bites at the cherry".

Lupuzor™ Symposium
8th June 2016 - 3:35 pm

41 min 40 sec onwards:


- Systemic Lupus Erythematosus (SLE) (Market size $4 bn) (SLE ends Phase 3, Jan 2018)
- Neuropsychiatric lupus (NPSLE)
- Gougerot-Sjögren syndrome (GSS) (Market size $2.2 bn by 2024)
- Rheumatoid Arthritis (Market size $28.5 bn by 2025)
- Gougerot-Sjögren syndrome (GSS) (Market size $2.2 bn by 2024)
- Crohn's Disease + Ulcerative Colitis (Market size $4 bn by 2022)
- Guillan-Barre disease
- Chronic Inflammatory Demyelinating Polyneuropathy (CIDP)
- Asthma (Market size $20.7 bn in 2015)

Other potential evaluations (to be tested Jun 2016 onwards):
- Scleroderma (Systemic Sclerosis, Raynaud)
- Psoriasis
- Multiple Sclerosis (MS) (Market size $20 bn by 2024)
- (Others to follow)

Negative preclinical results for potential re-evaluation:
- Type I Diabetes (Market size $43 bn by 2021)
- Amytrophic Lateral Sclerosis (ALS)

8) IMM have a new Lupuzor patent (granted 2017) covering key markets (USA, EU, China, India & Japan) to 2032 & use in the majority of autoimmune indications. A new patent has also been filed to cover non-autoimmune indications. (IMM, Sep 2017)

9) Lupuzor has a the 'gold standard' SPA and Fast Track status from the US FDA, putting it in an exceptionally strong regulatory position and guaranteeing approval within 6 months if it does OK, and market launch in 2018.

10) IMM raised sufficient cash in early 2017 to last to the end of 2018, allowing them to negotiate a Lupuzor deal or takeover of the company from a position of financial strength.

Basically Lupuzor is more efficaceous, safer, faster acting, and cheaper to make and sell than Benlysta, the platform is applicable to multiple high value indications, it will get to market to in late 2018, they have a long and broad patent, a strong regulatory position, and sufficient cash to see them through a Lupuzor deal or takeover.