Immupharma Share Discussion Threads

[dsct] 18/1/2018 17:51

Hello all.

Decided to take the plunge and have a small punt today.

Been watching since the 2016 40p bobbling along phase. Got more interested during the 2017 50p-60p phase, but as something I'm not too up on (Pharma, Blue-sky etc.), decided to leave alone. This thread didn't help, as quite often advfn busy threads are plagued with rampers/de-rampers, but have been impressed by the quality of the posts, albeit the quantity is still concerning !

Noted the large rises and wished I'd been invested, but had no reason to, or conviction to. Well done to all those that did/have at/from much lower levels.

Put one buy limit order in, then hesitated, cancelled, and re-opened at a lower price, not really expecting to be fulfilled. Checked this evening, and got a few at just under 158p.

Now for re-reading up on the last few hundred messages to remind myself what's been going on ! lol

GLA

[waterloo01] 18/1/2018 17:49

If it shows efficiency the really exiting thing (if you needed another) is the platform potential. Just need to show it does work. Given the safety profile they could jump straight to a phase 2b/3 in 2 or 3 other, and in the case of RA, even bigger markets.

That makes it hugely binary in terms of risk reward. Sticking with the 62% chance of success, and others will argue, maybe correctly that it's higher, the 'upside' is huge and IMM will get bought by one of the big players, if it works.

So for a 62/38 odds (or better) the return could be well in excess of 10/1. IMO

[njb67] 18/1/2018 17:45

Che

Good that patients are wanting access to Lup, however, if all 200 in the trial believed they had a positive experience in the study, then we have a problem...only half of them got the active treatment.

I would also add that given the nature of Lupus and that the patients would not know what they were treated with, then I would reasonably expect most to want be part of the extension study. Why wouldn't you?

So, it is all going to come down to the big reveal on phase 3.

Exciting times.

ATB

[sportbilly1976] 18/1/2018 17:43

excellent interview..

"I can't say what the results of the trial are as we don't know them but all I can say it is good news"

"This will definitely be a product that sells in the multi-billion dollars per year..."

"We're entering a period where we need to get our commercial hats on & think how we exploit this product into the market place...there are a number of discussions going on..."

:)

[che7win] 18/1/2018 17:39

Value this at 'mult-billions' revenue and we're looking at 12 fold rise to start with.

The margins are fantastic, how can this be at this price...patients clearly have reacted and pleaded for continuance with the drug.

Only thing we don't know is placebo effect.

I'm excited!

[che7win] 18/1/2018 17:37

It's on a plate IMHO.

The risk reward at this price far outweighs anything else I'm aware of on the market (except maybe TXP and IDP!).

[che7win] 18/1/2018 17:36

This should have been up 100p today, everyone listen to the interview....he is clearly being careful, but the gist of the bullish thinking on this board is evident in what was said.

[hamhamham1] 18/1/2018 17:35

It took about 5 or 6 working days after the last RNS (21st Dec) to get to just over 190p.
I really don't think we will have to wait that long this time.
GLA.

[lukead] 18/1/2018 17:35

So another reason for the late rise was possibly the Tim interview on Proactive at 3.55pm today.
Again, very positive saying again, the drug is good on 2 points, 1) obviously from the patient point of view, as there is no other drug out there with the non side effects and competes well vs the oposition as regards efficay and 2) the commercial viewpoint, given approval, rrady to put on sale to produce multi billions of income and although the m/cap now is about £200M/£250M, the says, this is in fact very tiny considering the potential. And still, a number of discussions are taking place , presumably with potential partners, etc.

[markymark33] 18/1/2018 17:33

I hope we get the figure on the number of patients who take the opportunity to participate.

[che7win] 18/1/2018 17:30

markymark33,
no wonder this jumped at the end, I like the interview with Tim:

Some quotes:

Lupuzor - he says they have 'a very effective drug' and with completely benign side-effects.

Relatively small population (200 patients) in Phase 3 because regulators, especially in States are 'very happy with safety profile'.

The fact that patients 'really want to continue taking the drug is a very good' sign. He says 'it's good news - not bad news - as clearly something is happening' :-)

He is really excited - 'a drug to benefit millions of patients throughout the world'.

'Commercial potential exciting - definitely a multi-billion dollars per year drug'.

He says 'despite a great rise in share price, the current £200-£250m market cap is 'tiny''!

'A number of discussion going on - a pivotal moment will be when results come out'.

He is clearly very excited!

[divinessence] 18/1/2018 17:17

You can see why they held the share price back today as a few medium to large trades appearing after close.

[markymark33] 18/1/2018 17:16

All current patients are eligible to take part in the open label study even those on placebo

[markymark33] 18/1/2018 17:12

Tim being interviewed

www.proactiveinvestors.co.uk/companies/stocktube/8635/immupharma-confident-of-topline-results-from-phase-iii-lupuzor-trial-this-quarter-8635.html

[marwalker] 18/1/2018 17:11

google ' lupuzor side effects' .... go to the ' patients like me' page.

what do you think ?

just one patient but how did they know they were on the drug ?.

seems accurate re. the correct doseage. curious it's dated today.

[l0ngterm] 18/1/2018 17:03

How do u know if they were selling or buying. With all the smoke and mirrors that go on?

[w1ndjammer] 18/1/2018 17:02

Thats the seller finished..........

WJ.

[markymark33] 18/1/2018 16:58

105k @ 163.93 trade just gone thru

[sogoesit] 18/1/2018 16:46

Someone woke up late in the day!

[mr. t] 18/1/2018 16:37

Nice to see a positive end to the day. Let's see what tomorrow holds.

[costapacket] 18/1/2018 16:36

Jfree101 - go and boil your head you oxygen thief

As for IMM slowly and steadily does it... I wanted more but on plus side I added at 164p.

[sportbilly1976] 18/1/2018 16:31

natural run up to the close ahead of press coverage in the morning & further buying.

[lukead] 18/1/2018 16:24

adejuk, you seem to have got it right about the rush starting at 3.45pm, a lucky strike or just smart, no matter, well done

[che7win] 18/1/2018 16:23

At last a decent reaction.

[waterloo01] 18/1/2018 16:23

Assuming they release top line results as soon as they have them, then I think they are giving themselves a lot of leeway in saying by end of 1st Q. Unless they are using slide rules, they said some months back that Simbic were already collating data ready to unblind once all results were in, so it's not impossible results will be much sooner. Anytime from next week, but they have lots of wiggle room.