Immupharma Share Discussion Threads

[lodgeview] 21/2/2018 13:30

Time to get in folks NOW IMO!

[flavio_monteiro] 21/2/2018 13:29

Lodgeview...You are a complete IDIOT! Last week you didn't know what to does you were losing lots £6K at one point asking people for advise.

Another BB poster with no credibility!!!

[albanyvillas] 21/2/2018 13:21

Im doing relaxing

[lodgeview] 21/2/2018 13:19

My take here is bloody well get in now before it erupts!

[ny boy] 21/2/2018 13:12

No one is in a rush just After the results, if they are top line, just sit and hold feet up, relax, book holidays.

[hottingup] 21/2/2018 13:09

Plenty of takeovers and deals are done even pre-phase 3. However, it is in IMM's interests to wait until at least headline Phase 3 results are available because they should add immensely to the value.

Like 'top tips' mentioned, Cephalon were happy to previously do a deal for Lupuzor on just Phase 2a, worth £45m upfront and £500m milestones to IMM. Worth a lot more today following excellent Phase 2b and if Phase 3 is good.

[njb67] 21/2/2018 13:06

No company will do due diligence on the all important phase 3 data until after the results are announced.

[lodgeview] 21/2/2018 13:06

My oh my this is going to be mahoooossssivvveee!!!! Millionaire here I come!!

[albanyvillas] 21/2/2018 13:02

Cant buy in size

A firm electronic quote is not currently available for your order
You can send this order without a price limit by clicking the 'Place Order' button below, or alternatively click 'Amend' to go back and specify a limit price

[hottingup] 21/2/2018 13:02

tt, yes its inevitable several pharmas will already have done due diligence, infact they started years ago as evidenced by the old Cephalon deal. IMM have confirmed they are already in discussions with a number. I agree an RNS could trigger a bid especially with so many big pharmas desperate for new drugs and platforms, and plenty of money to fund aquisitions.

[albanyvillas] 21/2/2018 13:01

hottingup21 Feb '18 - 11:37 - 14959 of 14995
0 5 1
Vadim Alexandre
Presentation
Jul 2017

"HGSi's takeout price was $3.6 billion for 50% of the rights (to Benlysta)... so we can assume roughly Benlysta was bought for $7 billion...and that's in 2012...so if we are looking at a drug [Lupuzor] that could be better, the price could be higher...a novel treatment in lupus could command that price...because it already has...

...and then just in terms of pricing for the drug...Tim mentioned $20k per patient per year, that's not very expensive...Benlysta is commanding $35k per patient per year...(I am even more conservative in my model) if we have a drug that is as good or better (Lupuzor)...$40k, $50k per patient per year isn't unachievable...

...the regulatory position speaks miles...a SPA and Fast Track designation...the FDA dosn't dole these out lightly...the regulator is behind this drug...

...if the trial is successful we are going to see a re-rating of the stock price...the types of deals that are closed are not small deals ...P140 is now being shown to affect other diseases with major indications ...rheumatoid arthritis, asthma, Crohns, the list goes on and on, so a potential buyer, even 'though lupus is big enough, won't just buy it for lupus it will buy it for all these other indications as well...I definately think this stock is currently undervalued..."

[w1ndjammer] 21/2/2018 13:01

growth

just open a blue account, it costs peanuts compared to the money you will make here.

WJ.

[albanyvillas] 21/2/2018 12:59

The 700p target is awesome

[55nobby] 21/2/2018 12:58

Good feeling about this.

[albanyvillas] 21/2/2018 12:57

A firm electronic quote is not currently available for your order
You can send this order without a price limit by clicking the 'Place Order' button below, or alternatively click 'Amend' to go back and specify a limit price




ohhhh la la


here comes the blow off
anyone who wants to buy better attack it quick

[albanyvillas] 21/2/2018 12:55

The 700p target is awesome

[albanyvillas] 21/2/2018 12:54

someone hoovering stock

can expect to see this at 150p tomorrow about to blow

[top tips] 21/2/2018 12:33

njb67, several interested parties will already have done due diligence on the Phase 2b data and data for other indications, plus the rest of the pipeline. In that context, they could now bid on an RNS detailing headline Phase 3 results, which have to be factually correct. Also a lot pharmas do deals or takeovers on just Phase 1 or 2. Cephalon originally did a $545m deal with IMM based just on Phase 2a. Once the results are out it becomes a race among the suitors.

£50 to £100 a possibility.

[spmc] 21/2/2018 12:31

@growthhormones there’s no way to do it with a free account

[hamhamham1] 21/2/2018 12:30

And before anyone else spots it. I got a message from nobbyknome today, so has appeared as one of my contacts now I noticed.
No x files conspiracy.
But when did honesty ever help me here.

[growthinvestor2001] 21/2/2018 12:29

Can someone sensible help me here - I only view the consoildated view of all the posts but that has the stock price at the top and after only a minute or two I'm thrown out of the BB unless I upgrade my account or something. This leads me to log in , post and log out each time to stop that happening however now there are a few total nutcases on this BB (spmc, albany etc) that post about 700p price targets even though they know they are false and £400 price targets, as well as other posters that just repost the same stuff over and over again... anyway I just want to filter them out - cannot read another one of their stupid posts.

Can anyone tell me how to look at consolidated view whilst staying logged in but not being thrown out?

TIA

[spmc] 21/2/2018 12:29

@hamsandwich not ramping just an analysis of the facts and figures and those happen to be the numbers that come out