Immupharma Share Discussion Threads

[sportbilly1976] 19/1/2018 15:58

It is the potential(and i stress potential) her which i feel is worth adding on holding wise....mkt cap currently of £250mln is absolute peanuts if Phase III results are good.

Could easily be looking at 10x-30x investment over a 3mth-1yr timeframe.

[someuwin] 19/1/2018 15:56

Added long position with IG Gtd stop. Seems silly not to.

[greenpastures2] 19/1/2018 15:53

adejuk- based on what Tim McCarthy said in the interview I reckon this is worth taking a risk with. Just remember no one knows what the Phase 111 results are yet. Tim McCarthy said it looks good because no patients have reported side effects. Based on that I increased my holding yesterday and I am wondering whether to add more this afternoon.

[adejuk] 19/1/2018 15:47

lodge
i know you from pfc
you are a worry monster
buy them and stop worrying
gl

[adejuk] 19/1/2018 15:45

the platform is the $ maker

[lodgeview] 19/1/2018 15:40

5875 shares bought. Couldn't resist.

[lodgeview] 19/1/2018 15:32

Wondering whether to buy more. Got 10ks worth. Thinking of throwing another 10k in here?

[larva] 19/1/2018 15:23

Level 2 heading up

[larva] 19/1/2018 15:20

Wonder if this will surge to 200p in last hour of trading

[allonblack] 19/1/2018 15:10

I think its a blockbuster drug. Im just saying the worst case increasingly looks like that versus large stock fall on results.

[money maker1] 19/1/2018 15:09

hottingup
19 Jan '18 - 10:45 - 10259 of 10265

stealth wealth - IMM's Lupuzor and other treatments derived from IMM's P140 platform (there are at least nine and the list is growing) could probably attract revenues of $15 billion+ based on what Abbvie, Amgen/Pfizer, J&J and others have achieved for immunology drugs, even with side effects which we lack.



Add in IMM's other blockbusters in the pipeline - Nucant & URELIX, and it soon mounts up.

[englishlongbow] 19/1/2018 15:04

allonblack, neither GSK or anyone else could take over IMM for just £500m at this stage. Do you even realise that is £45m less than the £545m Cephalon were originally offering IMM several years ago in upfront and milestones based just on Phase 1 + 2a Lupuzor data, even before the excellent Phase 2b data, completion of Phase 3 (Jan 2018) and the positive data in the numerous other indications (including arthritis, which has a market 7x or 8x that of lupus).

If the Phase 3 Lupuzor results are as good as I expect, it will place IMM firmly in the big league. Lupuzor and the P140 platform could be worth 10's of billions £'s.

[aussieb3] 19/1/2018 15:01

Mm really trying hold this back with all them buys . Got to move up soon

[w1ndjammer] 19/1/2018 14:40

adejuk

yes starting to chafe ;-))

[adejuk] 19/1/2018 14:36

>w1nd
stop wearing your partner's lingerie :-)

[l0ngterm] 19/1/2018 14:33

But as we already know, IMM have a non compete clause where the partnering company cannot have a competing drug. I see it significantly costing gsk, if they wish to corner the lupus market end to end with lupuzor and benlysta.

[rogerrail] 19/1/2018 14:30

Would be a good hedge for Glaxo at £500m right now.

[l0ngterm] 19/1/2018 14:28

His: nicely spotted, good to see imm getting called out multiple times, and a good insight into m&a volumes and figures.. Fairly sums up small bio as a whole

[w1ndjammer] 19/1/2018 14:26

Ok i will say it!

" I would not want to be out of this over the weekend "

WJ.

[sportbilly1976] 19/1/2018 14:24

hjs,

interesting comment from that link - I don't recall Shard's comments being made public in terms of their positive viewpoint he mentions in the piece

The fund mentioned at the end of the piece - Arix has a share price of 188p and over the past 5 years has traded between 175-210p. Not exactly stellar performance

[adejuk] 19/1/2018 14:15

ash
open a sipp

[ashehzi] 19/1/2018 14:08

Sold in Share dealing and bought same+some_more in ISA

[adejuk] 19/1/2018 14:07

i still expect a 190 close