Immupharma Share Discussion Threads

[ballsac] 12/1/2018 11:18

£200 more like on the P140 platform.

[larva] 12/1/2018 11:12

im esxpecting 300p as soon as the RNS appears will be wild and then hit 370p

[englishlongbow] 12/1/2018 11:11

Nice one hottingup / top tips.

[jpleight] 12/1/2018 11:10

Agree Davros thats why I said 'forming'. thanks

[top tips] 12/1/2018 11:08

hamham - IMM own the rights to their drugs and platforms, which is the key point because IMM can reap the big rerwards by outlicensing, upfront, milestone and revenue sharing payments; or an outright sale of a drug, platform, or the company. hottingup is right. PeptideDream is yet another example of sector based evidence showing how undervalued IMM are but word is now spreading.

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hottingup
12 Jan '18 - 10:47 - 9463 of 9466

Tokyo listed PeptideDream have a peptide discovery platform and a few development deals with big pharmas but nothing yet in Phases 2 or 3, or on the market, but a market capitalisation of $4 billion.





IMM have two platforms (ncluding a peptide platform that could treat 9+ high value indications and the list is growing) seven drugs (including one in Phase 2 and one about to complete Phase 3 - Lupuzor with blockbuster sales potential) but seem to be underpriced at £210 million (158.5p).

Parity with a $4 billion market capitalisation for IMM equates to approx £22 per share and IMM are further advanced in clinical trials.

[greatfull dead] 12/1/2018 10:57

hxxps://lupusnewstoday.com/2017/09/29/lupuzor-shows-strong-safety-results-as-lupus-treatment-in-phase-3-trial/

"The U.S. Food and Drug Administration (FDA) has granted the drug fast-track designation, which expedites the approval process by shortening review periods. The FDA also approved a Special Protocol Assessment (SPA) for the drug’s clinical trials, which means the regulatory agency will accept the trials’ results if they are positive"

So important "IF" Phase 3 trials are positive. IMHO they will be andwe will see a massive spike in the share price come the RNS.

Walking this particular tightrope is now getting harder with each step I take on it, to be honest.....

GLA,
GD

[hamhamham1] 12/1/2018 10:52

hottingup.
After more thought, in my mind, I positioned peptidream at a research stage, further up the tree to Immupharma, I think Peptidream are more like CNRS in research?
And the other big pharma's are collaborating with Peptidream similar to IMM & CNRS?
I honestly don;t know :)

[hottingup] 12/1/2018 10:47

Tokyo listed PeptideDream have a peptide discovery platform and a few development deals with big pharmas but nothing yet in Phases 2 or 3, or on the market, but a market capitalisation of $4 billion.





IMM have two platforms (ncluding a peptide platform that could treat 9+ high value indications and the list is growing) seven drugs (including one in Phase 2 and one about to complete Phase 3 - Lupuzor with blockbuster sales potential) but seem to be underpriced at £210 million (158.5p).

Parity with a $4 billion market capitalisation for IMM equates to approx £22 per share and IMM are further advanced in clinical trials.

[hamhamham1] 12/1/2018 10:40

Hopefully the moving average line will provide support anyway?
But I guess all is quite irrelevant with the upcoming news :)

[greatfull dead] 12/1/2018 10:23

I am guessing the share price will carry on with the minor dips and the ups until the next RNS which hopefully will give IMM's final results/data in the Lupuzor Phase 3 testing...

GLA,
GD

[davr0s] 12/1/2018 10:07

No h&s here. Would need to put a lower high in first and then break the neck. So it remains a retrace (fairly normal) in an uptrend. So nothing to see really - I'm focusing effort elsewhere in the meantime

[gabberdemon] 12/1/2018 10:02

cheers ;-)

[bobs good eye] 12/1/2018 09:56

gabber - old recommendation mistakenly picked up by a bot and given a new date stamp. Date in subsequent paragraph mentions 24th Jan and look at opening prices mentioned.

[hamhamham1] 12/1/2018 09:40

I am sure you guys got plenty of whizzy bang chart access but this one is free.
I think it looks good for upward movement on the daily chart?
If you add 'moving average' line from the indicators drop down.
It looks like over the past few days the share dips down but recovers by the close.
And bounces off the moving average line.

DYOR.

[herschel k] 12/1/2018 09:28

Restated a buy rating with a target price 60p lower than the current sp?Yeah, ok.

[greatfull dead] 12/1/2018 09:25

jpleight,

I am sticking to pure life water. It is more relaxing.

ATB,
GD

[jpleight] 12/1/2018 09:24

well I think it is a siht unreliable web.

[greatfull dead] 12/1/2018 09:23

Currently were near the point of no return. Reminds me of walking a tightrope in a metaphorical way.....

GLA,
GD

[gabberdemon] 12/1/2018 09:21

amateur invester here... what are the views on this?

[jpleight] 12/1/2018 09:13

I am bullish here but I see a head and shoulders forming or maybe I need more coffee

[qazwsxedc69] 12/1/2018 09:12

It strikes me that we may have found a rough equilibrium around about 160p as we head towards the read out.

Any long term holders (including myself) have now had ample time to top slice/right size their portfolio going into the read out.

And anyone wanting to be involved here and still on the sidelines at this stage must have balls of steel knowing that some sort of deal COULD be announced any day (though I personally think the Board are happy to sit tight until read out).

I may be wrong, and it certainly looked like we were going to smash through £2 at one stage, but I would have bitten your hand off to have been offered a 3 bagger pre-read out from all that time in the 40s and 50s....

[hamhamham1] 12/1/2018 09:10

I agree that on positive p3 results their target will be 237p + 87% = 443p.
That approx price has been bandied around here quite a lot.
But anything above is about events not currently scheduled to happen.
Anyway, give it a few weeks and we can all be looking back at these days hopefully with wry smiles.

[costapacket] 12/1/2018 09:07

Thanks Larva. Hope you are on the money with that one

[larva] 12/1/2018 09:05

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.



reading that the target is in fact
(237 x 83%) +50+386 = 869p target

[hamhamham1] 12/1/2018 09:01

Broker ratings have a buy/sell/hold and then a new target price (and old target price if rated before)
Where is the LIFT aspect which you mentioned?
You have merged their current target price with additional info and created a new target price somehow?
Read your initial statement again.