Immupharma Share Discussion Threads

[hamhamham1] 14/1/2018 16:23

That's a good link.
Whoever posted that must be worth listening to.

[money maker1] 14/1/2018 16:22

IMM could be the next Shire.

[money maker1] 14/1/2018 16:19

hamham no matey £60 to £100 is just the reality of the billions big pharmas are willing to pay for companies like ImmuPharma if they get a Phase 3 drug and platform like we have in P140.

Good post englishlongbow.




"EY is confident this year’s deal value will exceed $200 billion, given companies’ increased financial firepower and balance sheet strength. There is also substantial pent-up demand, with 60 percent of life sciences executives surveyed in October 2017 planning to actively pursue M&A in the next 12 months, compared with 46 percent in April."

[lukead] 14/1/2018 16:08

YCan I ask... this poster nobbygnome, was a prolific poster on here up to his announcement of sale of shares last September (he lost out by selling), he claimed I think to be in the industry, just like njb67, the question is ...this Nobby did not seem to like what he read in a report and also thought that Tim was a bit misleading on a point at a presentation and so it wound ve interesting to have any LTH's take on nobbygnome.

[hamhamham1] 14/1/2018 16:07

In this situation where no news, IMHO.
I think the share price will fall when it gets too high and the share price will rise when it gets too low.

[chalky230] 14/1/2018 15:54

Can I ask .. in a situation like this waiting for news on trial , is it No news is good news scenario ?

[hamhamham1] 14/1/2018 15:37

moneymaker.
Its one thing telling all on this board that imm will be worth £60-100 on good results.
Here its just a virtual delusion.
I just hope you haven't been telling all your friends and family this as well.
It's not us lot who will be across the table at Christmas lunch and down the pub of an evening.

[money maker1] 14/1/2018 14:53

Good post englishlongbow.



I believe the results will be positive (almost certtain on this) and that the company would then be worth £60 - 100 per share. That is why I am here.

If positive results are announced, then the share price will gap up.

[stealth wealth] 14/1/2018 14:35

That is a very good point Northcap's Vadim Alexandre made about the P140 platform (which includes Lupuzor) now attracting interest for more than just lupus (we know it may be able to treat 9+ high value indications) which obviously adds to its value.

One self-confessed industry participant recently stated:

"The Gilead executives have confirmed after the acquisition of Kite that it is the technology platform, not the future revenues of Yescarta that they have purchased rendering the price to revenue ratio meaningless."

So Gilead took over Kite Pharma for $11.9 billion cash in 2017, mainly to get their one platform.

My understanding is IMM have two platforms - P140 (which includes Lupuzor) and Urelix, plus numerous drugs. If some big pharmas are more interested in platforms than revenues, and IMM have two platforms from which high revenues could never-the-less be generated, that presumably makes IMM even more attractive as a takeover target and something on which we should attribute a high monetry value, particularly as we know P140 Lupuzor could address 9+ high value indications.

[metis20] 14/1/2018 14:26

So HGSi 10 bagged over the 9 months from just before phase III results were announced (July 2009) to April 2010.

From post 9550 -

"20 July 2009 - the HGSi share gapped up on the Phase III results from $3.32 close to an open of $10.89, closing that trading day at $12.51 / share (market cap of over $2bn). The rise of over $1.5bn in market cap being solely down to owning just 50% of Benlysta.

13 April 2010 - HGS's share price rose to an intra day high of $34.49 / share. Price targets from brokers would at points hit $40/ share. As some dilution had occurred at this point THE MARKET CAP OF HGSi HIT $6.46bn!"

[hamhamham1] 14/1/2018 14:12

Rns. Will be onr for end of trial anniuncment this week very likely

[ytsa2] 14/1/2018 13:54

Pointing to good results

[ytsa2] 14/1/2018 13:52

Everything appears to be pointing results. Is this already factored into current share price. On that basis, how do posters come u
With share price ranging from 3 to 50£. Why do you expect RNS later this week

[chalky230] 14/1/2018 13:48

I think anyone who has bought in are all hoping the rampers are correct and I have to admit I'm more on the positive than the conservative...
I think what is concerning people is why hasn't the price gone even higher if it could be a blockbuster drug ...
Maybe the track record of Tim Macarthy is not that great , or it's listed on AIM etc
Etc
But it may also be bacause there are other drugs at trial stage and I think one is about to go to stage 3 that could also be good for lupus (but I can't rember the name ) that may have an effect on the price at this stage
Someone also posted they were worried that this could be sold off too cheap because its in AIM , but I take great comfort that the biggest shareholders and big investment companies that I'm sure would not allow this to be eventually sold off cheap

[lukead] 14/1/2018 13:47

....an interesting couple.....

[lukead] 14/1/2018 13:46

njb67/nobbygnome, yes......

[njb67] 14/1/2018 13:41

Luke

The Motley Fool article was published on 26 December when the share price was £1.70.
The SCSW article was published more recently.
The share price today is £1.60.

I think that tells you a story.

The market - all the many individuals and institutions who can buy and sell IMM shares - are collectively saying we do not see this as a certain double digit share price in the near future.

It is far more than just two posters on ADVFN's opinion.

[tjbird] 14/1/2018 13:31

Nobby will miss out on five bagging within 8 weeks.

[njb67] 14/1/2018 13:30

Thank you ham

I like the IMM investment case.

I dislike rampers.

[lukead] 14/1/2018 13:29

I think NJB67 is greatly influnced by a former poster and holder of IMM, 'nobbygnome',(NJB67, of course, could well be Nobby) and the following is part of a posting from Nobby

Nobbygnome - 05 Jul 2017 - 13:13:51 - 2704 of 9574

.....But you have to ask your self why the valuation is where it is with all the massive numbers you are talking about. The price is telling you that the market thinks on the balance of probability the drug is going to fail. That gives punters like me an opportunity to make money on speculation ahead of the result because we are starting from such a low base but yes I will be only holding shares bought for free by 1st quarter 2018....
GLA
Nobby

...Incidentally, Nobby goes on to tell us that he completely sold out of IMM and so has not seen any of the recent rise, which has presuambly upset him, just a bit.

PS Nobby is a premium subsciber to Advfn and as such is a prime suspect, i have to say, for being one of the guys who contines to thumbs down messages. He could well be a "lurker", as he still post's regularly on other shares.

[hamhamham1] 14/1/2018 13:23

Fair enough.
Short and honest.
You can come off the naught step now :)
Good chance of an RNS late this week. (That was a statement, not ramping)

[njb67] 14/1/2018 13:16

Ham

I believe the results will be positive (I could be wrong on this) and that the company would then be worth £5-10 per share. That is why I am here.

If positive results are announced, then the share price will gap up before I could make a purchase.

GL

[njb67] 14/1/2018 13:14

ELB

When a company makes a bid for another, the share price tends toward what has been offered with any discount typically reflecting the risk the deal does not go through.

If IMM phase 3 results are all but certain, and your valuations remotely accurate, then why is the share price today £1.60?

This would suggest to me that the market is not confident of the phase 3 results (assuming your valuations are correct) or that it does not agree with your valuations (assuming the phase 3 are all but certain). Or a combination of the two, which is my personal view.

While markets can and do get things wrong, we have a really big difference in opinion here between the current share price and an all but certain double digit valuation. Rather than reposting what you have already, I would be interested to hear your thoughts on why we have this big discrepancy.

[hamhamham1] 14/1/2018 13:09

Njb67.
If the risks are so high on this share at this stage then being so knowledgeable surely you would just invest after the p3 readout and if they are good.
Why are you invested here at this stage?
Am confused.

[njb67] 14/1/2018 12:53

ELB 9526

Rather than cut and repost your unrealistic numbers (for the umpteenth time), you could engage with my post 9526 and explain to everyone why the points I have made do not hold true.

That you post the same thing a lot of times does not make it correct.