Immupharma Share Discussion Threads

[bittorrent] 22/2/2018 11:30

If you are wondering when the next market "wobble" will happen, it could be Monday the 5th of March, the day after the Italian General Election, when right wing and eurosceptic (5 Star) parties get the majority of votes. The markets don't like uncertainty and anything that threatens the EU applecart will not be appreciated. If the markets take fright the share price could drop along with the wider market, even though we know it has no relevance to IMM. I am a shareholder in for a punt, looking forward to the RNS but "beware the Ides of March."

[lordflasheart] 22/2/2018 11:28

nice idea, but how they'll even begin to police it prove nearly impossible when all evidence is in mandarin or cantonese.

[englishlongbow] 22/2/2018 11:28

Its a coiled spring. Every big pharma and his dog will want into IMM on good results.

[englishlongbow] 22/2/2018 11:28

I see a takeover for £50 on good results:

Forecasts for M&A activity among pharmas to excede $200 billion for 2018

"EY is confident this year’s deal value will exceed $200 billion, given companies’ increased financial firepower and balance sheet strength. There is also substantial pent-up demand, with 60 percent of life sciences executives surveyed in October 2017 planning to actively pursue M&A in the next 12 months."

[hamhamham1] 22/2/2018 11:18

I think it's a good thing. Similar to the US and their seizing of criminal assets, then they sell them at auction if they fail the 'prove it or lose it' test.

[growthinvestor2001] 22/2/2018 11:17

why is this TP note so secret all of a sudden yet they are sponsoring an investor night??!! Very strange.

[che7win] 22/2/2018 11:14

Nucant background info here:

[hamhamham1] 22/2/2018 11:12

Well that's 70% of London repossessed then!
Think of all the new luxury council houses available soon :)

[growthinvestor2001] 22/2/2018 11:12

Che7win - don't quote bits of it or comment on it if you are not prepared to share it as we won't know if to beleive you or not....no one likes a tease :-)

[che7win] 22/2/2018 11:12

hamham,
the London property market is awash with laundered money I hear from overseas.

Property is not a great place to be IMHO.

[hamhamham1] 22/2/2018 11:10

Apologies for digressing from arguing the toss on this share just for a minute.

Did anyone see this law go through regarding foreign owners of property in Britain?

"The UK Government had last week introduced a new law that requires foreigners who own properties in the country to explain the source of their funds or risk forfeiting them to the government.

According to the new law, the UWOs (Unexplained Wealth Orders) could be obtained on any property or combination of properties valued at 50,000 pounds ( N25 million) or more, for which the owner is unable to explain a legal source of its funding."

[che7win] 22/2/2018 11:08

teddy boy1,
its not fictional, don't ask me for it.

The eye opener for me is Nucant and the other potential drugs.

[teddy boy1] 22/2/2018 11:06

Has ANYONE actually seen this Turner Pope note or is it fictional?

[growthinvestor2001] 22/2/2018 11:04

Anyone got a link for the Turner Pope note - would like to have a read.

[che7win] 22/2/2018 11:01

teddy,
don't be guided by me, I make loads of mistakes, my last post said in humour but also honestly.

I will say this though - those in the company know the score with the broker notes - if realistic broker price targets were given, they would look ludicrous.

I don't think anyone can disagree with the quick figures analysis above - it's not outlandish, quite the opposite. As Tim McCarthy said, capturing just 10% of their target unmet need would not be a big ask.
I think it will be more - this is a condition that is very, very serious, lets remember this drug is needed really badly.

Hence, why we have Northland capital giving an 'official' 181p target (but the giveaway was what their analyst said away back in July 2017 about over $7b market cap comparison to Benlysta's parent - Human Genome Sciences).

This will not be a £10 company on success IMHO, I am not here for the short term.

[teddy boy1] 22/2/2018 10:56

Che7win. I will be guided by you (no pressure ,then!)

[costax1654x] 22/2/2018 10:53

Before Monday Afternoon probably the price will be around 140-150

[albanyvillas] 22/2/2018 10:37

Fincapp 830p target i think

[che7win] 22/2/2018 10:36

You may think some of these share price numbers are outrageous, I would entertain that the company and their advisors dont.

Whilst I don't believe we will get all of the potential 1.5m market, I do think 150,000 patients (just 10% of our captive market) will be enough to make this at least the same valuation as Benlysta buyout.

[costapacket] 22/2/2018 10:33

Some truly mad share price predictions here. Lets see a move towards 200p and not get lost in impossible numbers

New winner of the most outrageous price competition today...

[albanyvillas] 22/2/2018 10:31

Going up
Buying pressure is building, still an incredible 144 below placing price. 200p will be coming

Presentation Monday dont forget

[hamhamham1] 22/2/2018 10:15

Che7. Why does there have to be a conspiracy behind every share price drop here. Yet any price rises are always considered genuinely market driven?

[che7win] 22/2/2018 10:01

NY Boy,
it was an obvious orchestrated group of derampers here and sellers higher up trying to reload lower down.

I bought a 5 figure amount at 113p level, best as you say just to do the opposite of the crowd.

Teddy - the chart here since Friday on increased volume tells us what the market is doing better than any commentary ever could.

I also thought the Turner Pope note was a good read, nothing new, but IMM will have been contacted by many pharma companies interested in doing many deals and many ombinations of deals - they will be ready to work through these on success.