Immupharma Share Discussion Threads

[costapacket] 12/1/2018 08:56

Thanks Larva - I like the optimism but you said 830p before edit - assuming that was a typo?

[larva] 12/1/2018 08:54

237p price target and Buy recommendation reaffirmed which increases 87% on +ve Phase III results and also excludes the value of any potential upfront and milestone payments that could amount to 50p and 386p, respectively.


237+50+386 = 673p target

[hamhamham1] 12/1/2018 08:50

Larva.
Sorry, I meant 600p+
Their target figure is 237p

[hamhamham1] 12/1/2018 08:49

Larva.
Can you read?
237p price target and Buy recommendation reaffirmed which increases 87% on +ve Phase III results
Where did you get 800p+ as a target from any Finncap statement?

[larva] 12/1/2018 08:44

FINCAPP LIFTS IMMUPHARMA TO 'BUY' - TARGET 673 PENCE !!!!!



Last patient completes dosing on Lupuzor
BUY
We note Immupharmaâ364;™s (IMM) announcement this morning that the final patient has completed dosing in the Lupuzor pivotal phase III study with no reportable safety concerns. With all 200 patients having now successfully completed the global multi-centred trial, we await top-line results in Q1-18 (March 2018). Lupuzor aims to modulate the immune system in patients with Systemic Lupus erythematous (SLE), using a novel approach that offers significant benefits over the single existing approved SLE treatment on the market (Benlysta, GSK). We retain our Buy recommendation and 237p price target, having highlighted in our initiation (12 December 2017) the significant upside for IMM if phase III results are positive.
Special Protocol Assessment (SPA) tempers our approval estimate for Lupuzor to 63% with close FDA interaction both prior to and during Phase III pivotal trials. Simbec-Orion is an established, well regarded CRO with experience in conducting autoimmunity clinical trials.
Safety continues to be demonstrated, with no patients having elicited side effects or drug-related issues. This remains a key facet of Lupuzorâ€;™s business case in that it could offer increased efficacy and superior safety to Benlysta if launched (expected mid-2019).
237p price target and Buy recommendation reaffirmed which increases 87% on +ve Phase III results and also excludes the value of any potential upfront and milestone payments that could amount to 50p and 386p, respectively.


237+50+386 = 673p target

[hamhamham1] 12/1/2018 08:43

Larva.
Where has Finncap LIFTED from their initial rating of 237p a share?

[costapacket] 12/1/2018 08:39

Link Larva?

[hamhamham1] 12/1/2018 08:37

Middlesbgh.
It's very likely that last monitoring is next Wednesday-ish.
An RNS is likely next Thursday-ish to confirm this.
What could be announced Monday?

[larva] 12/1/2018 08:34

FINCAPP LIFTS IMMUPHARMA TO 'BUY' - TARGET 673 PENCE !!!!!

[middlesboroughfc] 12/1/2018 08:27

lemme tell u a secret

guys

Interim news may come out on Monday and we will fly to 300p if i am right

they had interim report with Phase 2 trial

to remind you
An interim analysis including 114 patients from the target
population demonstrated an even better efficacy
(according to SLEDAI score) in group 1 compared with
placebo (67.6% vs 41.5% (p<0.025) at week 12 and
84.2% vs 45.8% (p<0.025) at week 24).


page 15

:::)))) fair warning.

[hamhamham1] 12/1/2018 07:37

Ahh, I think their platform is a research platform.
So maybe they more like CNRS?

[hamhamham1] 12/1/2018 06:44

Does anyone know what peptidream actually does are they similar to immupharma (ie drug developer) or more like the actual peptide manufacturers?
They talk all about their platform PDPS (Peptide Discovery Platform System).
I see they have done lots of deals with big pharma recently, e.g. Bayer, Lilly and J&J:


Peptidream website info:




hxxps://www.peptidream.com/pipeline/

The above link shows they have three drug candidates, one drug at phase 1, zero at phase 2 and zero at phase 3

[ytsa2] 11/1/2018 21:49

Where do you get this information/ rumour from. I do wonder whether a bit of ramping going on?? Nice to be true though

[middlesboroughfc] 11/1/2018 21:24

lemme tell u a secret

guys

Interim news may come out on Monday and we will fly to 300p if i am right

they had interim report with Phase 2 trial

to remind you
An interim analysis including 114 patients from the target
population demonstrated an even better efficacy
(according to SLEDAI score) in group 1 compared with
placebo (67.6% vs 41.5% (p<0.025) at week 12 and
84.2% vs 45.8% (p<0.025) at week 24).


page 15

:::)))) fair warning.

[husbod] 11/1/2018 21:05

On the other hand if you've paid a small fortune for a product you might want to get it to market asap before some other company discovers an even better drug. A neat little conundrum for management.

[l0ngterm] 11/1/2018 21:05

Yip and it was weird, can't really work it out..

[husbod] 11/1/2018 21:00

Hot - seems to me that if you have spent a huge amount of money that is about to be wasted you are going to try to sweat that asset as much as possible before consigning it to history. At least I hope they do being a GSK shareholder!

[lukead] 11/1/2018 20:32

Did anyone notice the array of 100 share deals, late on and there was a deal for over 31,000 at over the quoted offer, also late on.

[lukead] 11/1/2018 20:28

And I see that you have been a member since 7th Jan 2018. I generally think it is a good idea to ignore guys who suddenly appear on Advfn/reinvent themselves.

[njb67] 11/1/2018 20:25

Hot 9410

I agree. Nothing to stop GSK taking over. My comment was to Hus who suggested some form of anti competitive behaviour.

[ytsa2] 11/1/2018 20:17

If share price reached £10 post results release that would value company at ?2 billion, with no sales/revenues etc GSK is only worth approx. 81 billion. So cannot realistically see that if my figures are correct

[ytsa2] 11/1/2018 20:08

Is there likely to be any pre results news flow before actual release. Or will they just out when ready.