Immupharma Share Discussion Threads

[abbotslynn] 23/2/2018 12:26

Glad I hit the low entry point earlier this week,more fluke than skill buy hey we're all aboard now for the big move north.

[obiterdicta] 23/2/2018 12:19

Lodgeview - you won't crystallise profit until you sell.

Subject to making a profit, whether you get a huge CGT bill is entirely up to you as you could sell up to the CGT limit in successive tax years.

OD

[ballsac] 23/2/2018 12:17

Move to Jersey.

[lodgeview] 23/2/2018 11:53

Anyone got any ideas how I can avoid CGT? I have a shed load of these in my ISA and have used up the 20k allowance for this year. I also have quite a few in my trading account and I am almost up to my CG allowance limit before tax is paid on the profit. What options do I have? Can I use my partner's S&S ISA allowance (we aren't married) and if so what would the implications be of doing this? I guess transfer the money into her name where she would then transfer into the S&S ISA? Or goes about opening a spreadbet which are tax free with a guaranteed stop loss? TIA

[ashehzi] 23/2/2018 11:36

"miavoce23 Feb '18 - 11:06 - 15334 of 15334"

All valid points. Also important in case p3 results aren't good to limit any severe hit to the share price

[miavoce] 23/2/2018 11:06

I guess / hope they will use the investor evening to not only re-iterate the potential of Lupuzor for Lupus but also to:-

a) highlight the potential broader use of of the P140 platform and their plans to progress one or more of these with the 10m

b) highlight the potential of their other products which are not in the spotlight at the moment and their plans for taking these forward.

The combination of the above will hopefully awaken investors to the huge investment potential of Immupharma.

[jpleight] 23/2/2018 11:00

and also the raise was messy so I hope they get difficult uncomfortable questions...

[jpleight] 23/2/2018 10:58

if the potential is so great I wouldn't mind buying at 200 so no one wil be left behind; I doubt that meeting will add anything new.

[gisjob2] 23/2/2018 10:53

NY, You're still hawking FOXT on this board I see.

[teddy boy1] 23/2/2018 10:52

Nice to see more blue than red to day after yesterday evening "shake,,"Also nice to see the price trending upwards again.

I am inspecting to see more investors wanting in before Monday nights investors meeting,fearful of being left behind it something is announced/hinted at which could cause a spike in the share price

[ny boy] 23/2/2018 10:34

green pastures, well done, they probably read this thread.

Final auto bot shake, looking for more weak holders before the investor evening.

16 trading days to go before the latest week they are likely to report ( could be before) The news is going to be significant so I will watch for a sudden increase in buying volumes, can’t imagine it will be watertight going into the results

Adding to UEN & FOXT

[che7win] 23/2/2018 09:45

In case some have forgotten:"The Placing further strengthens the balance sheet and enhances ImmuPharma's position in ongoing and future negotiations with potential partners for Lupuzor™."'Ongoing' discussions to me indicates that they have offers on the table, a licensing deal is announced here and the share price will go vertical IMHO.So far, they have held off any deals as when we get positive phase 3 results, the value rises exponentially (I.e. Not by multiples).DYOR

[qazwsxedc69] 23/2/2018 09:45

Why are people feeding the troll (Ham)?

Just filter him. Let him burp his confused, self-contradictory, disengenuous, patronising words into the void.

[greenpastures2] 23/2/2018 09:39

scared, tosh and NYBoy- I am registered. The email came through a few minutes ago. Thanks for your help.

[hottingup] 23/2/2018 09:37

Its not a one shot at goal. There are several permutations for Lupuzor vs Benlysta based on efficacy, safety/tolerability, speed of action and price; and so far the evidence is Lupuzor wins on all counts.

In addition, Lupuzor is part of a platform applicable to 9+ high value indications, so there are several target indications. IMM also have other potential blockbusters in the portfolio, including Nucant and URELIX.

[hamhamham1] 23/2/2018 09:28

From that tip the other day...
If you have bought, I want to press home that
there is also the potential for a trial failure and although the drug has other potential uses in treating rheumatoid arthritis, Crohn's disease and asthma, for my NAP purposes I need good results to propel the shares this year and so this is really a single shot at the goal

[top tips] 23/2/2018 09:24

Woman, Barbie Manchester from North Carolina, with terminal Lupus took Lupuzor, with the result she didn't know she was ill during that time. Since then she has had other treatments none of which gave the benefits of lupuzor:



The drug administered in her first trial, Lupuzor, worked well. But after three years, the trial ended. "That was very devastating," she said. "For me personally, that was the best medication. You'd never have known I was sick."

[top tips] 23/2/2018 09:23

Quite acceptable to repost positive information in response to deramps and to help inform new arrivals.

[hamhamham1] 23/2/2018 09:23

Che7. Keep it up :)

[che7win] 23/2/2018 09:22

What to expect Monday evening:

If IMM can be successful in bringing this drug to market, it will change the lives of Lupus patients, absolutely change their lives, it's as simple as that.

And we have the initiation of a follow up study. Which is very significant for two reasons:

1. So final assessment has finished, data is being collected and finalised, and they will have their results out by end of first quarter.
2. The unexpected news by the market - they have had a lot of requests from patients of the study and the investigators (doctors) coming back to them and saying "is it possible that we can continue using the drug"?
Patients are asking for this themselves, and doctors asking on behalf of their patients.

So what they have initiated is an open label study for 6 months - what that means is that anyone on the active/placebo is eligible for the open label study.
So IMM gets to collect more data from this study.

But clearly - something is happening, because otherwise, they wouldn't have had the requests for these patients to continue with the drug. So that's a really positive sign.

It doesn't always happen this - something is happening and it's a really good sign.
It's absolutely a positive sign - IMM didn't expect to do it, but IMM have had a number of requests that sends them a very positive message - that something is happening in the study.

If this was turned the other way around - if people were taking the drug or placebo and everyone across the study - patients/investigators were pretty ambivalent about the results and nobody was asking to stay on, that would say something in itself.

But if you turn that around, and everyone is saying "Oh, WOW!", well why would anyone ask to stay on the drug? Well, because they are feeling something, I mean, that's the obvious conclusion, so yeah, IT'S A VERY POSITIVE MESSAGE, and we're delighted frankly, ABSOLUTELY DELIGHTED.

Topline results will be delivered before the end of Q1, that's the guidance given all the way through.

The safety profile - there is two sides to a product profile:

1. The product efficacy - how well it works, that they will know when the drug is unblinded.
2. The side effects - most drugs will have side effects that go along with a drug - and when a drug gets approved, its very much that balance of risk and benefit - so is the benefit outweighing the side effects.

With Lupuzor - all the way through the studies and all the way through the phase 3 study there have seen no side effects whatsoever - it is a very benign drug, and that's just the way it works with it's influence on the immune system.

So the fact that they have no issues on safety, is very, very important.
They can only hope - and they are very confident - that the efficacy side will stand up in the same way that they have seen in previous studies - all their previous clinical studies have given them very high efficacy of the drug.

So they have ticked the box on safety - because if there was a safety issue - they would have had to have been told about it, blinded or not.

The fact is that they have had really, really good efficacy on all the studies to date which has been emphasised, or confirmed by the fact that they had lots of patients coming back and asking to continue taking the drug. It does give them a good steer.
Obviously, they can’t come back and say its 100% certain, Tim has been in the business too long to say that, but - these are all good signals - really good signals.

This is important for patients, for the company and for UK industry, it will give a boost to the whole industry.

Commercial Potential:
It's a 'multi-billion dollar' opportunity - it is as it sounds. This could be selling in the multi-billion dollar range per year every year - and to try to illustrate that - they have a 1.5million patient range in the developed markets.

And IMM own 100% of the drug.
And this drug will probably sell for $20,000 per year upwards - but let's just keep it at $20,000 per year per patient. So every 50,000 patients is $1,000,000,000 . So 50,000 patients out of 1,500,000 is not an awfully big market penetration, lol!
So, you can see how this can very quickly get into a multi-billion dollar sales, and that is very attractive from a commercial perspective, obviously to Immupharma but also to anybody who want to collaborate or partner with us on bringing this drug to market.

IMM is unique in UK - very few companies have a drug at end of phase III owned 100%, potential billion dollar sales in market place with essentially no competition.
That is the really exciting thing - that they are ticking all the boxes in terms of the market potential, the profile of the drug, lack of competition,

IMM as a company own it 100%.

Going on from here, the benefit to IMM shareholders in terms of market uplift in value to IMM in terms of this drug - is exponential potentially from where they are.

Absolutely!

[che7win] 23/2/2018 09:21

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.

[che7win] 23/2/2018 09:19

So hamham, I take it I'm allowed to post the same structure as your post above.

Let me try it:
"Averaging about 9p a week for the past week. If that steady rate continues then will be about 200p by the end of March. Could be higher if any RNS issued between now and then"

[hamhamham1] 23/2/2018 09:18

Che7. Did you look at the thousands of cut and past of exactly the same 1000 word posts the rampers not necessarily you) used to do?

[che7win] 23/2/2018 09:15

I would agree with your post from December here:

Post #6959:
"Averaging about 9p a week for the past month. If that steady rate continues then will be about 200p by the end of January. Could be higher if any RNS issued between now and then"

You also posted a comment about not repeating ones self, yet you are the worst offender on the board:

Post #6916
"Money maker. Isn't that the 3rd time in a row you have posted that exact same blurb? If you haven't got anything new to say then please refrain from repeating."

Hope that helps.