Immupharma Share Discussion Threads

[ny boy] 20/2/2018 17:19

Nice one oilbagger..looking forward to an electrifying rise on results date, probably x 4 to x 5 rise!

[ashehzi] 20/2/2018 17:11

Thanks mate

[oilbagger] 20/2/2018 17:09

IMM tipped in SCSW January -
IMM tip update in SCSW February -

[ashehzi] 20/2/2018 17:03

So can be in market before Xmas?

[hamhamham1] 20/2/2018 16:53

I guess if they managed to get all the submission documentation together in say a month or two then it's 6 months fast track.
Still gonna be end of year?

[ny boy] 20/2/2018 16:48

Does anyone know the likely timeframe from release of phase 3 results to FDA approval, bearing in mind IMM have fast track status with The FDA pre approved?

[growthinvestor2001] 20/2/2018 16:34

Thanks Paxman - that is a useful summary.

[ny boy] 20/2/2018 16:34

Important first step, we closed above 120p, which is now support.

No doubt everyone is chilled and waiting patiently GLA

I am sure they will deliver to confirm top line phase 3 results

[paxman] 20/2/2018 16:31

It's been asked why phase 2 had a large number of hispanics - Argentina was one of two major centres in the trial and Lupus sufferers are disproportionally hispanic. So it made sense to show the FDA data on a large number of hispanics.

It's also been asked why so many patients appeared to drop out of the trial. They didn't. An interim analysis was conducted and only those who had at that stage completed either a 12 week course or had been in the study for 24 weeks ( Lupuzor was only administered for 12 weeks) were included in the figures. As not all the 147 patients started on day 1 - they also took 8 mild sufferers out of the 147 initial number early in the trial and 5 patients who withdrew straight away - then the number of completed 12 week patients was lower and the number of completed 24 week patients lower still. 8% of patients on Lupuzor dropped out over the 12 week period. That's low compared to drop out rates on placebo or intravenous Benlysta or ( I think) 4 times a month subcutaneous Benlysta.

I know loads of people know the above. It's just for those who didn't and asked.

[che7win] 20/2/2018 16:31

growth,
thanks for that, a great podcast.

IMM - extension study to phase 3 announced - because a very positive response from patients to continue with the drug.

Company also have a number of licencing partners to distribute the drug.

Strong balance sheet to go into negotiations.

Lupuzor can come in and replace a lot of Benlysta drugs.

£166m market cap - very small market cap.

Near term opportunity - really exciting opportunity and a lot of news in the next year.

Chart come back from 190p - it shot up from 100p to 190p, now back and strong support.

At every stage, every milestone, Lupuzor has been successful, FDA looking to fast track Lupuzor into production

When FDA approval it should 'skyrocket', low cost base, IMM own 100% of Lupuzor,
very strong position.

A company Landstead last week - the finance package with regards to IMM - they provided funding and helped as a cornerstone investment in 2016. £4.4m invested and 15% was held by IMM and rest sharing agreement. So if share price performs at certain point, triggers additional payments.
Net result was that IMM got over £5m pack from shares issues - got an additional £0.5m cash.
So a good arrangement. Lanstead are very rigorous and don't make many investments - and Lanstead currently remain 5% shareholders in IMM.
So IMM saved £600,000 with this agreement with Lanstead.

[hamhamham1] 20/2/2018 16:30

It could say IMM worth £9 a share post good p3 and FDA approval which isn't really news. Already similar out there from that other broker.
That's event based price outcomes.

[ny boy] 20/2/2018 16:25

Ham, if it’s for their private Clients then it wouldn’t be for release to 3rd parties, what would be the point of being a private Client of theirs otherwise!

I dont need to see it, obviously today’s rise was a result of it and that’s enough info for me, as it is positive news flow imho

[lucicavi] 20/2/2018 16:24

20 Feb '18 - 15:34 - 14785 of 14796
0 1 0
ny_boy - first PIPE, then POPE, now POP :-)

The poster came out of nowhere, mentioned "his mate said Turner Pipe came out with a brokerage note YESTERDAY saying 700p price target". There was no other info, no backing that statement up, no evidence, so I would not be quoting it. Have turner Pope every come out with a brokerage note? I could not find any with a cursory google...do you have a link to the research note you mentioned?




Nice, 700p do me, although my target is 3456p a share, yes more than £34 pounds

[lucicavi] 20/2/2018 16:23

looks like turner pope clients are filling the boots

[hamhamham1] 20/2/2018 16:21

Ny boy. Surely you believe its a leaked 'clients only' top secret note. Shhhhhh. Don't let anyone else know ;)
It's called playing games!

[growthinvestor2001] 20/2/2018 16:18

Vox Podcast - start from 30m 50s for the IMM related interview with Alan Green CEO of Brand Communications. Some info about Lanstead...

[top tips] 20/2/2018 16:14

Its 1.5 million people in the USA alone and as diagnosis of lupus is improving and the population growing, the number of cases per year are increasing.

[ny boy] 20/2/2018 16:04

Umm 1.5M people, let’s say £20k x 50,000 people = £1B! I get it 🍾🤞💰

[wigwammer] 20/2/2018 15:56

Growth - If the drug is safe and has proven efficacy they will be targeting 1.5m people. Hope that helps :)

[velofrance1] 20/2/2018 15:54

Hi bigshortfella I stand by my claim, unless I misunderstood the data in this document. I didn’t just invent the figure.....Statistically after successful phase3 there is 90% chance of FDA approval.hxxp://www.fdareview.org/03_drug_development.php That’s how understand it but happy to stand corrected?

[ny boy] 20/2/2018 15:50

It’s a note for their Clients only, maybe email them and see if you can get a copy but I heard 3rd hand that whilst it’s comprehensive it does not quote a price target, I maybe wrong, as I have not see it,as I am not a Client of TPI but may sign up, as they are closely connected to IMM, so could be worthwhile. Otherwise ask them at the investor evening, next Monday.

[w1ndjammer] 20/2/2018 15:39

there wont be many PI left in this stock if the share price gets above £30

can you imagine if you have sold, and to get back in you chuck £120k at it
for 4k shares and the stock then pulls back to £25 and bang you are down £20k

peeps are whinging now, imagine what would happen if Lodge went down £20k


I know what it feels like, was getting some wild swings in Shell back when the
oil price was crashing. Not nice, but now my biggest stock just had a nice Divi


WJ.

[ashehzi] 20/2/2018 15:38

"growthinvestor200120 Feb '18 - 15:34 - 14785 of 14785"

I've no relation to turner pope but you can see yourself.



Yes, I am not aware of any note. I googled also but may be that is for its customers only (internal note). That is the reason I requested earlier if someone knows that note and can share (if allowed).

[metis20] 20/2/2018 15:38

gti2000 - what scientific evidence have you that Lupuzor will not reduce the anti-dsDNA antibody count in all patients suffering from lupus? Or are you just guessing when you post "Lupuzor will not work on all 1.5m"?

And to suggest that a drug can be marketed without being screened, via the phase 1,2,3 trial system, is absurd (however good the science).

[growthinvestor2001] 20/2/2018 15:34

ny_boy - first PIPE, then POPE, now POP :-)

The poster came out of nowhere, mentioned "his mate said Turner Pipe came out with a brokerage note YESTERDAY saying 700p price target". There was no other info, no backing that statement up, no evidence, so I would not be quoting it. Have turner Pope every come out with a brokerage note? I could not find any with a cursory google...do you have a link to the research note you mentioned?