Immupharma Share Discussion Threads

[ny boy] 23/1/2018 23:20

Oh dear, a pattern developing

chalky230
Member since: 09 Jan 2018

[ny boy] 23/1/2018 23:17

Oh dear not another one



btfd497
Member since: 12 Dec 2017

[volsung] 23/1/2018 22:20

Classic l0ngterm :)

[l0ngterm] 23/1/2018 22:17

Vol: disappointed thought this man would of been first on your https://m.youtube.com/watch?v=2E26gPVPFtY

[volsung] 23/1/2018 22:03

I always think of Nobby Stiles. Dates me I think.

[oilbagger] 23/1/2018 21:58

signed up 12th December 2017 and following Nobby and being followed by Nobby says it all for me.

[btfd497] 23/1/2018 19:49

NY Boy don't count your chickens before they hatch. Just because there has not been a placing today does not mean there won't be one in the next couple of weeks.

[ny boy] 23/1/2018 16:57

Just covering himself, I suspect a week or two before the Easter holidays for maximum market attention.

[greatfull dead] 23/1/2018 16:23

IMHO, Lupuzor works. As daveew just pointed out "Fast track status for a reason." Quite happy to now sit and wait for the RNS announcing Lupuzor Phase 3 trial results.
Which may come sooner that most here believe!

GLA,
GD

[che7win] 23/1/2018 16:12

In other words, if we have 200 patients over 1 year, 100 on placebo and 100 on the drug.

If none of them had any benefit, then none would ask to continue on the drug.
Here, we have had patients asking to stay on the drug.

That just wouldn't happen if there was no effect, so the only question is, how significant is the effect of the drug.

It doesn't have a high hurdle to cross when there are no non-immunosuppressant drugs on the market for Lupus.

Fast track status for a reason.

[davew28] 23/1/2018 16:11

#10687 Mr T thanks for the information re: Prof SM. As you say, she is definitely confident and for me that is the biggest positive indicator of all. The second presentation on 9th of April is outside Q1 so results will be out so as you say she must be assured. I wonder if there will be any clues next week at the first presentation?

[chalky230] 23/1/2018 16:08

Sportbilly
Bermuda shorts

Thanks for clearing that up :)

[che7win] 23/1/2018 16:00

The directorstalk interview transcript is here in full:



Particularly interesting snippets to me in red:

Q1: Tim, you provided some exciting news this morning to the market for investors, how significant is today’s announcement confirming the completion of the Lupuzor trial?

A1: It is very significant, although let me say there were 2 parts to the announcement so let me explain both.

Firstly, the completion of the study is a major milestone for ImmuPharma and what it means is that the last patient has completed every piece in the study which they need to do. Just to explain that, just before Christmas we put out an announcement to say the last patient had received the last dose because this is a study where the patients are in it for 12 months and get monthly doses. So, the last patient received their last dose in December and then they come back a month later for their final assessment and measurements.

That has happened, so we were able to announce that this morning and confirm a couple of things, one that everything was looking good and is on track for reporting the results before the end of this quarter and that we continue to see a robust safety profile which is clearly very important in the overall product profile itself.

So, that’s a really important announcement that we’re confirming everything is going according to track and investors should expect to see the top line results before the end of this quarter.

That may or may not have been expected in terms of an update, what wasn’t expected was the second part of the announcement where we have said that we’ve initiated what we call an ‘open label’ study for 6 months.

This is as a result of requests from both patients who are on the study plus their doctors, or what we call investigators, who have all come to us and said, ‘is there any possibility that we can continue taking Lupuzor after the trial has finished’. So, that means that what happens is any patient that is in the Phase III study, whether they were on Lupuzor or whether they were on placebo and clearly, we don’t know which ones were on either because it’s a blinded study, they’re all eligible to come in to this 6-month study, they will all receive Lupuzor, whatever they were taking in the current Phase III.

It’s a good opportunity for us to collect some more data, which you can never get enough data frankly in the business, but the most important thing is the reason why we have initiated the study and it’s very much an impetus, from not ourselves but from the patients and the investigators.

So, you ask yourself the question, well why are they coming to us to ask to continue and the only conclusion you can draw is they’re seeing some effect. If they were all pretty ambivalent about it and they’ve run through the study and they weren’t really feeling anything, if I can use that non-technical term, then you wouldn’t expect these requests but clearly something is happening to encourage both investigators and patients to come to us to request to continue taking the drug. So, that is a really really positive signal.

We cannot predict the results, the study is still blinded, we will get the results in the next couple of months but that in itself is a really positive signal. In conjunction with the fact that we’ve confirmed the safety profile is still very benign, that’s all really really encouraging I have to say.



Q2: So, how confident are you now to be able to announce top line results?

A2: We’re pretty confident, we’d had that target for a long time now and we’ve always said that’s our target to get the results out. When you look at any clinical study, there are always potential issues of delay for lots and lots of different reasons, but we’ve got through the study now, last patient is finished so this is now just a case of collecting all the data.

We collect data as we go along, we put it into the database, but we’ve obviously got to get the last few patients’ data into the database and then you have to check it, you have to make sure that it’s all ‘clean’ and there’s been no mistakes in input and then there’s an analysis done and obviously the statisticians get involved at this stage. When everything is ready, and everyone is happy the database is good and complete, it’s what they locked ‘locked, the database is locked so no more input into it and it’s at that point that we un-blind it. Obviously then, we can see which patients have taken drug or placebo and then the statisticians run their models and do the analysis and deliver to us the top line results and that’s what we in turn will present to the marketplace.

So, barring some unforeseen thing, we’re pretty confident that we’ll get it out by the end of the quarter.



Q3: You already explained why you’re doing an extension study, but should this be seen as a positive development by investors?

A3: Absolutely. This is nothing to do with the Phase III study itself, we don’t need to do this additional study at all, the Phase III study is complete within itself and it will have its results.
The only reason we are doing it is because of the requests we’ve been having from both investigators and patients and from our perspective, the benefit is that we can collect more data which is always very useful. From the patient’s perspective, as I said before, clearly, they’re experiencing something, and you can only suppose that they’re experiencing positive things otherwise if they were experiencing a negative impact then they wouldn’t come back and ask to take the drug anymore.

So, I’m making that statement on the basis that that’s the only conclusion one can draw, I’m not trying to extrapolate and say that that means we’re going to get a fantastic result at the end of the quarter, I would never do that. I’ve been in this business too long to try and call the results of clinical study before it’s un-blinded and announced but all the good positive signals are there.
So, absolutely, investors should take this as a positive.

[top tips] 23/1/2018 15:55

For chartists looking at the last six months, the RSI 14 usually bounces from around this level. Might catch out a few sellers.

[ny boy] 23/1/2018 15:53

Much a do about nothing today, bears have given up with their idiotic placing story, most can see they have been exposed, a few fell for it and those that sold, someone else bought their stock at a cheap price.

Waiting for the next imaginary story to emerge no doubt.

[bermudashorts] 23/1/2018 15:52

Chalky,

As Société; Générale are the custodians of Alto's funds I assume that the 5.14m appearing on FT are Alto Invest. If the figures are correct they have reduced their holding but only by a fraction.

[sportbilly1976] 23/1/2018 15:51

chalky,

"28 November 2017


ImmuPharma PLC

("ImmuPharma" or the "Company")

Holding(s) in Company

ImmuPharma PLC (LSE:IMM), the specialist drug discovery and development company, has received notification from Alto Invest ("Alto") that Alto now holds 5,242,536 ordinary shares of 10p each in the Company, representing 3.96% of the Company's issued share capital with voting rights.

[chalky230] 23/1/2018 15:36

sportbilly

I only got them from Ft website



and may be out of date thats why i wondered if there anything more up to date

So Alto sold all there shares ?

[sharedgain] 23/1/2018 15:30

Thanks gents, appreciated!

[sportbilly1976] 23/1/2018 15:28

chalky,

where did you get those figures from?

The only reductions I can see notified to the market were Legal & General and Alto Invest

[chalky230] 23/1/2018 15:22

well i suppose it give me some confidence in that 28 % which i assume is reasonably high ?

I imagine they have a lot more ears to the ground and in the know than we do so i think it gives me more confidence than if they were disappearing which doesn't seem to be the case

[longshanks] 23/1/2018 15:21

Barclays wealth managers I think rather than plain non-advisory nominee accounts

[waterloo01] 23/1/2018 15:20

Sharedgain, well done. What a great position to be in. Cheers