Immupharma Share Discussion Threads

[devereaux] 24/1/2018 13:39

I don't think that todays RNS makes any difference to the prospects for Lupuzor and
its many platforms. I see it as opportunity and have acted accordingly

[hamhamham1] 24/1/2018 13:39

Maybe, but I prefer to look as it like I have a little less profit left in my remaining shares.

[kensingtoncourt] 24/1/2018 13:36

best1467, I think you will find the placing is value accretive when you look at some of those P140 indications IMM can now address. IMM's market capitalisation is still "tiny" in pharma terms, and the value growth here is "exponential", as Tim said last week.

hamham, you did make a loss - 3p on every share + commission. Should have held. Good times coming.

[kfp] 24/1/2018 13:35

best1467

Too bullish for a ceo awaiting trial result's

[best1467] 24/1/2018 13:23

Look at what he said after that 4million was raised and they have achieved none of it and now a further 10 with similar comment T MCArthy can not be trusted and that's putting it politely

[ny boy] 24/1/2018 13:22

FCA will no doubt be looking into possible insider trading if some traders hsve been found out to have benefitted financially short selling on leaked news. I guess they wouldn’t be so silly though.

[hottingup] 24/1/2018 13:21

stealth wealth
23 Jan '18 - 13:03 - 10714 of 10980

IMM's Lupuzor has the potential to become the world's best selling drug. It only needs 650k patients out of the 2 million IMM's Tim McC says they could target, at $25k pa to give $16.25 billion pa sales, even without the other indications the P140 platform (of which Lupuzor is a part) could treat. If I know this, so will all the big pharmas with the money to do a very large deal or takeover.

N.B.
Abbvie’s Humira (adalimumab) is the world's best-selling drug with sales of US $16.078 billion in 2016. (Treats rheumatoid arthritis and Crohns, similar to IMM's P140 platform).

[hottingup] 24/1/2018 13:19

"The proceeds of the Placing allow the Company to make investment into potential indications emanating from the Company's P140 platform, in addition to lupus."

??? >>>

- Gougerot-Sjögren syndrome (GSS) (Market size $2.2 bn by 2024)
- Rheumatoid Arthritis (Market size $28.5 bn by 2025)
- Gougerot-Sjögren syndrome (GSS) (Market size $2.2 bn by 2024)
- Crohn's Disease + Ulcerative Colitis (Market size $4 bn by 2022)
- Guillan-Barre disease
- Chronic Inflammatory Demyelinating Polyneuropathy (CIDP)
- Asthma (Market size $20.7 bn in 2015)

Other potential evaluations (to be tested Jun 2016 onwards):
- Scleroderma (Systemic Sclerosis, Raynaud)
- Psoriasis
- Multiple Sclerosis (MS) (Market size $20 bn by 2024)
- (Others to follow)

[englishlongbow] 24/1/2018 13:07

Tim will probably give another interview like after the placing in March 2017. That raised £4m, which was more than they sought. Suggests they can do quite a lot with the £10m just raised - more than twice as much as last time.

[greatfull dead] 24/1/2018 13:06

My average is well below 144p. Actually below 100p. On today's news I am assuming that IMM already know the results of the Lupuzor phase 3 trials and the placing was made for the company to continue business well into 2019. Please note that is just my assumption. I could be totally off base on that assumption and Lupuzor Phase 3 trial will be successful.

GLA,
GD

[brad44] 24/1/2018 13:04

What is worrying, is that this company and their new investors leaks info like a sieve. thanks to Toolsmoker we were all informed that this would happen yesterday. so as far as i can make out, his contact has somehow got the ear on Turner Pope

[obiterdicta] 24/1/2018 13:03

The wording has changed from top line results before the end of Q1 to key data before the end of Q1 in today's RNS. May be semantics.

OD

[englishlongbow] 24/1/2018 13:00

Tim has said it will be before the end of Q1. Most of the data was already collected. Probably February imo.

[ny boy] 24/1/2018 12:58

Chalky, if they keep to their promises, now slightly questionable, by end of Q1 so latest just before Good Friday (not sure if stock exchange is open then), so say Thursday 29 March..or earlier, we simply are guessing when though.

[kfp] 24/1/2018 12:58

njb67

Thanks for the reply, I will still be cautious ,if there is a leak, which looks possible, the share price will tell you weeks before what the outcome will be ?

[englishlongbow] 24/1/2018 12:55

kfp they want to move ahead with as much of P140 as possible because it could generate some of the worlds best selling drugs, and adds to IMM's value and attractiveness in any takeover discussions or deals. Remember njb said big pharmas like Gilhead were willing to pay $11 billion for Kites platform.

[njb67] 24/1/2018 12:52

Kfp

The chairman simply did not know the results at the time of the interviews. While he can be confident, he cannot be certain. Raising monies now makes sense, it provides a safety net if phase 3 does not deliver.

Fully funded to end of the 2018 is a positive way of saying the money will run out in twelve months. They had enough to cover salaries and the trial costs to the end of the year. But no contingency monies if they need to run another trial or cannot secure a deal this year.

Will be interesting to see if we have any new holding declarations. I also understand that some PIs were offered shares in the placing, so not entirely II activity.

Still hold

GLA

[kfp] 24/1/2018 12:41

A lesson in listening to expert's on bb's who have no idea what company plans are until they are announced, but what puzzles me is why raise money for other indications before getting approval for Lupus, if the ceo is so confident he could have raised this money post approval at a much higher price.
Is he losing confidence as figures come in ?

Just my thought's , I have been in these pharma's a few times in my life and buy with caution,

[jlg23jlg] 24/1/2018 12:37

I agreee that a number of questions arise from this placing.

In response to institutional demand?

It will be interesting to find out who these institutions are. The placing broker is not known to me and it will be interesting to see the quality of their placing list.

The chairman has expressed substantial optimism in various interviews re the likely Phase 3 outcome. I find it more than surprising, therefore, that he raises money now rather than at the much higher share price level that would no doubt arise when his optimism is proven justified.

The fact that the switchboard hung up on you is just one more thing to be concerned about.

[cockerspaniel] 24/1/2018 12:32

toptips:

Northland also are the corporate broker - placing shares is their job.

[che7win] 24/1/2018 12:32

Volsung, I guess, instead of the share getting to £10 to £30 range on a successful outcome, it will instead be £9.50 to £28.50.

[ny boy] 24/1/2018 12:31

GD

Best ring in the afternoon, once all the fuss has died down


I guess for newbies that have been looking at this, some might view this as a tie in the water entry, as 25% off recent highs, perhaps a good risk reward scenario dyor as usual.

I picked up more this morning but that will be the lot as holding the max allowance I commit to any one share GLA

Look forward to some positive PR from the Company from here, still 47 trading days to go but of course could earlier.

[volsung] 24/1/2018 12:30

From my own point of view I've added heavily in the last few days shennanigans so any good news is going to be amplified in my profits. Of course the reverse is true too. Its only money.

[greatfull dead] 24/1/2018 12:22

che7win,

Well done. 4 attempts of phone IMM after 9am this morning was enough for me.

I hope you get to chat to someone important and not fobbed off with sorry that is a price sensitive question.

ATB,
GD