Immupharma Share Discussion Threads

[tjbird] 11/1/2018 19:52

A bid price would be north of ten pounds

[cockerspaniel] 11/1/2018 19:36

hotting up: pathetic - puts forward complete nonsense, can't justify it and then namechecks two people who don't support what you are claiming.

[l0ngterm] 11/1/2018 19:28

For all the below reasons I think the company will do a license deal. Imho But not point worrying about it now.

[cockerspaniel] 11/1/2018 19:14

hotting up:

P40 is not in clinical trials for anything else and is not going to be valued at anything until it does.

If P40 does work for other products, that is not necessarily that positive, as it suggests the mechanism of action is not selective and other similar products would work for Lupus.

As for the analysts comments - he is trying to market the company and doing it the easy way by coming up with large market sizes, rather than giving a 95% probability of success.

[l0ngterm] 11/1/2018 19:09

All speculation at this point though.

[l0ngterm] 11/1/2018 19:09

Gsk in theory could takeover lupuzor. To corner the market, lupuzor for x % of patients and benlysta for extreme cases that lupuzor may not treat. AllThus providing a full service for lupus sufferers. However the company I think would only do this as sale, not a license deal and the price, I would imagine would be high.

[hamhamham1] 11/1/2018 18:54

This is quite a good read.

[cockerspaniel] 11/1/2018 18:50

hotting up: no one is going to put any value on anything other than Lupizor.

£40 a share implies peak Lupizor sales of around $3.5 bn - requires hugely optimistic forecasts.

[njb67] 11/1/2018 18:49

OD
If you read back my posts you will see what I have called out.

Hus
Any takeover would be subject to regulatory approval. They take a keen interest in any anticompetitive behaviours.

[cockerspaniel] 11/1/2018 18:45

hottingup:
1 GSK are not going to take over Immupharma to shut down Lupizor.
2 The production facility for Benlysta could not be used to manufacture Lupizor,as they are completely different drugs.
3 The Benlysta facility might, however, be usable for other monoclonal antibodies

[hottingup] 11/1/2018 18:37

Husbod, if IMM allow themselves to be taken over by GSK it would be logical to assume IMM would precondition it on GSK pushing forward with Lupuzor and the whole P140 platform as fast as possible. It would be bad news for Benlysta but HGSi (who developed Benlysta) was completely taken over by GSK, so GSK would not have any obligation to continue with Benlysta and could just abandon it. That would then leave the market clear for Lupuzor to grow, and would be better for GSK as Lupuzor is cheaper and better than Benlysta on so many efficacy, safety and commercial metrics.

I was wondering if GSK's expanded Benlysta production facility could be used (with re-equipping) to manufacture Lupuzor, it they take over IMM. Its ideally located in the USA, which is the largest market at present.

[husbod] 11/1/2018 17:58

Really interesting post hottingup re GSK. If they are spending all that money on expanding their Belysta production and if our drug is as superior as the indications suggest,then GSK would have no choice but to take us out otherwise they face us or a big acquirer destroying their market. If they buy us they can at least delay our drug entering the market, however unethical that might be ( I am sure they would be able to concoct some reason or another) while they screw the last few millions out of Belysta. And then it's full speed ahead with ours.Normally I would prefer the company to grow itself but at least it would be a British company taking us over.Someone else could join the bidding of course.All pie in the sky at the moment but if the phase 3 results are as good as we hope I can't see how GSK can just stand back.

[obiterdicta] 11/1/2018 17:46

njb - you are very quick to call other's posts misleading and extreme but the opinion on share value and market value for Lupuzor and the underlying platform is backed up by examples within the pharma industry. Actual real life examples. Whilst the past rarely repeats itself exactly, there is sufficient read across from past acquisitions to support £40 plus valuations of IMM.

What are your examples of people being misleading and extreme? You may not agree with the valuations of £40 plus but that does not mean that posters are being extreme or misleading. If you work on what has happened in the past as having some precedent value then these high valuations are neither extreme nor misleading but consistent with what has happened in the past.

Examples please of misleading or extreme posts.

Thanks

OD

[njb67] 11/1/2018 17:38

andy
Just the one log in, which I have had for about 10 years. No agenda, apart from offering my views on IMM and challenging the more extreme and at times misleading claims that are posted.

[albanyvillas] 11/1/2018 16:35

Another day of shake out week holders and vacuum the shares for a big buyer

[ny boy] 11/1/2018 16:34

Nice bit of buying interest as expected, more if the same, sellers getting mugged, tick tock another trading day of January gone, only 14 trading days left, action starts last few days of January. MM have been playing some crafty games lol

Enjoy, no to whoever asked in Asia on vacation, not in Singapore this week.

IMM is being followed out here too, global interest.

Anyone giving me thumbs down will be cursed and have a grisly end.

[andyr42] 11/1/2018 16:10

I do think njb69 has another alias and he is here with an agenda. But that's ok many have come and gone. He is not first nor will be the last. Expect more like him working in 'stealth mode'.

As for rest honest punters I wish you all the best witn IMM and let's stay positive and upbeat.