Immupharma Share Discussion Threads

[ewads] 18/1/2018 10:57

p3 was blinded, As no one knew their meds then how will placebo takers fare in this extended study.Surely this could be deemed unsafe?

[stanman] 18/1/2018 10:57

I'm positive that is correct, njp

[njb67] 18/1/2018 10:48

Long
The open label study would not impact on whether another PIII study is needed.
It will come down to whether the FDA are prepared to grant a licence on the first study alone. It would appear that if the results are convincing then the second PIII study would not be needed.

[montyhedge] 18/1/2018 10:47

From a trading point of view, if your in at 55p great sit back enjoy the ride. But would you buy at this price for uncertainty until the big day. I know some muppets on here saying think of a number double it add 1000p that's what the share price will be.We even get one of the muppet posters on the GSK thread telling how good this is.

[hamhamham1] 18/1/2018 10:46

GlenRC. I am sure that during the first 52 week p3 trial all patients had to sign and agree not to discuss until results available.
Am sure to get the extra 26 weeks then they jave to agree to extend the same terms over this period in order to get the drug.

[njb67] 18/1/2018 10:45

GRC
I believe that it would be anyone in the trial who wants to take Lup for next six months - hence extension - rather than anyone who would like to try it.

[l0ngterm] 18/1/2018 10:45

Question to all. Does this open label study and subsequent results, now 100% cancel out a follow on phase III blind study with 200 patients.It would seem to me that running another blind in parallel would be pointless. Thoughts folks?

[lucicavi] 18/1/2018 10:45

I have a feel Eli Lilly and Company will bid

Cant chat am at the first hole but my golf partner says this likely and he knows his onions

[che7win] 18/1/2018 10:43

kfp,
look at this video from July last year - Northland in front of all the IMM management clearly says the value comparison with other drugs as being $7b minimum.


Take a look at this:


If you don't have much time, well worth watching from 30 minutes onwards, some of the valuations here on the high side are discussed in this presentation, best to watch as otherwise you won't understand the upside IMHO.

You will also see at the end in the Q&A that the company is talking to many companies interested in Lupuzor - they won't disclose at this stage - SEE FOR YOURSELF.

Working out what Northland says from last year - they thought £50 per share - LOOK FROM 30 mins in the video.

[glennrcharles] 18/1/2018 10:41

Still be interested to know what qualifying patients are. To go onto open label say this week then surely Frank and Sue or whoever they are will know they have been on the drug and it had worked. What's to stop them telling the world?

[ny boy] 18/1/2018 10:41

Monty are you here shopping for cheap stock, or got nothing else going on today?

Like the wide spreads every so often to try and seduce a few sellers and give them a right royal mugging!

Bought some (SHP) near 3420p support, just bolstering the isa with defensive plays.

[allonblack] 18/1/2018 10:33

Rheumatologists will not take the open label efficacy data anywhere near as seriously as the blind phase iii data. So the company will be doing this because the patients have asked for it. The company wont know how the data is panning out but it is hugely significant imho. I would point out again dodgy pharma stocks dont tend to 3/4 bag into results and the patients ask for more. Im not sure what more you could ask for at this stage?

[l0ngterm] 18/1/2018 10:32

Market: interesting part and as per rns, is that their is "demand from the patients."

[divinessence] 18/1/2018 10:27

One of the trait of some people is they will always be negative no matter what they get. Real shame though I do think the share price is being held back purposely. Today's RNS is a great news not only some of the contents but it brings a closure to the trial and markets supposed to like closures. On to the next phase, best of luck.

[markymark33] 18/1/2018 10:27

www.proactiveinvestors.co.uk/columns/northland-capital-partners-view-on-the-city/29248/northland-capital-partners-view-on-the-city-immupharma-starcom

[top tips] 18/1/2018 10:24

best1467 - i agree its obvious they must have been seeing high efficacy in a lot of patients to extend it for a 6 month open label run - its patients requesting the extension precisely because they are experiencing benefit. the converse is that if no one had seen any benefit they would have terminated yesterday.

kfp - just normal profit taking. There will be further buys and obviously once th eresults are out it automatically becomes worth a lot more if successful.

[greatfull dead] 18/1/2018 10:21

LO,

That is the nature of the AIM market. Games and more games. I do not participate in any of these games. I am a PI and happy to remain so. I am not a trader, CFD player or spread better.

ATB,
GD

[montyhedge] 18/1/2018 10:20

Quite right, of course bulls have rose tinted specs on.

[kfp] 18/1/2018 10:17

Be careful of plucking share price levels out of the air !

If it's so undervalued where are the jv or bids ? How do people arrive at a value of £50 a share ? I do own this stock and I hope you are right , just looking at the Porsche brochure now !

Another little niggle is how positive the latest rns is ,all blue sky yet people are selling into it ?

[aussieb3] 18/1/2018 10:16

Market makers def been playing with this share for the last month, it's a real shame to be fair everything looking very positive even today news was great in my eyes and with all the buys hardly a rise really very disappointing. I'll be waiting for the big buys at end, they won t show it now as the prise will rise to much,

[flavio_monteiro] 18/1/2018 10:16

LOngterm...wow a MM large spread now, crazy games. Maybe trying to fill another large order.

[l0ngterm] 18/1/2018 10:14

Rob: I am expecting a lot of games between now and results being published and then while we wait for a deal. It seems to be part of the course.. large PIs and IIs, mms will all play a part.

[rb1206] 18/1/2018 10:12

If you notice....between 9.19am - 9.29am about 30k shares on sell side knocked the 60% of the today's gains, despite total volume of 1m plus. MM playing games or something else??.......What i'm trying to say is Majority of buys struggles to push the price up but small number sells dropping share price faster......lets see where we finish today.

[l0ngterm] 18/1/2018 10:12

Fair enough Flávio..

[l0ngterm] 18/1/2018 10:11

Yes the trial was fully funded, and operations out until the end of 2018. Then the company raised 600,000 on top of this due to the nature of the Funding deal.