Immupharma Share Discussion Threads

[opodio] 05/4/2018 14:27

Best thing to do is wait until next week and pay £6

[spmc] 05/4/2018 14:26

This is how I can see it going, DB Lock RNS tomorrow share price jumps 30% as people scramble to get in and top up their ISA's. Then results RNS announced on Monday efficacy is 80%+ and p=0.0015 along with results the company announces the shares are being suspended while several companies complete their due diligence for a takeover. At the end of April the company announces that is has agreed to sell the entire company to GSK for £300 per share, £100 upfront and the other £200 phased based on Lupzor hitting certain revenue targets. 2 days later news surfaces that hahaham and squirtysquire have topped themselves after realising their down £5 million each on their short positions.

[benchmark] 05/4/2018 14:25

Why would the shares be suspended? If shares were suspended each time a company made a significant announcement there would hardly be a handful of companies active on the market! Like all other price-sensitive announcements, the RNS would be made to the market at 7.00 am on the relevant day.

[someuwin] 05/4/2018 14:21

ImmuPharma PLC (LSE:IMM), the specialist drug discovery and development company announces ... 'database lock' is expected on 6 April 2018, with top line results announced by mid-April 2018.

'database lock' is tomorrow.

Mid April is next Sunday, so results some time next week.

Time is running out to take your positions for what could be one of the biggest news stories for a long time! especially if the shares are going to be suspended ahead of the results announcement.

[chadders] 05/4/2018 14:13

L0ngterm, from memory I think SM said further studies e.g. sjogrens would be initiated at P3 because of P140 safety profile.

I expect top line will contain details of end points and drop outs. Not my field though.

No idea regarding NASH but I would think a seperate RNS.

If results are stellar I think a good chance of a suspension pending an announcement. Just my view.

[davew28] 05/4/2018 14:00

Long, I spoke to Tim about a month ago and asked him pretty much that question. He told me that the follow up study continues regardless of outcome of P3.

[thelagerkhan] 05/4/2018 13:44

Top tips, do you realise that at £358 we would be valued higher than Glaxo and almost as much as BP and at that price no company would have enough money to take us over.

[l0ngterm] 05/4/2018 13:31

In addendum if any of these updates happen between database close and results, where do we see the price?

[l0ngterm] 05/4/2018 13:29

Couple of random thoughts:On top line results are we expecting anything more than the trial has met its endpoints? If so do we anticipate that this will take a week, two weeks?Does anyone expect the company to start another phase IIB up in say sjorns while negotiating a deal?NASH drug update, is it feasible we could here an update on this drug, as by my reckoning this was due in December?On a positive update I would expect the open label recruitment to be filled immediately, so does anyone think the recruiting has been delayed pending results?

[qazwsxedc69] 05/4/2018 13:25

I am not sure even the P140 programme and its myriad potential indications could cure bullet ant of all the things he is clearly suffering from.

[top tips] 05/4/2018 12:54

- 250,000 Lupuzor lupus patients at $25k pa = $6.25 billion pa revenue
i.e. 5% of Global lupus sufferers, or 16.66% of developed markets sufferers.

-- Sales $6.25 billion pa (above), 30% royalty to Immupharma + $200 million pa licensing fee to Immupharma; gives $1.875 billion + $200 m = $2.075 billion pa revenues to Immupharma. 96%+ gross margin, say $1.57 billion pa net (after gross margin & tax, etc), on PE ratio of 20 = $31.4 billion market capitalisation for Immupharma = Approx Immupharma share price £179.

- 500,000 Lupuzor lupus patients (double above) at $25k pa = $12.5 billion pa revenue
i.e. 10% of Global lupus sufferers, or 33.33% of developed markets sufferers.
= Approx Immupharma share price £358.

And then add something for the numerous other indications Lupuzor P140 could treat, including rheumatoid arthritis with a market size of $28 billion pa.

[h2owater] 05/4/2018 12:54

Big 50K but from 10:50

Time:10:50:17
Price:166.76p
Shares: 50,000
Value: £83.38k

[spaceone] 05/4/2018 12:25

Has management kept or sold your shares to this day?
If they have kept it to this day, that's a good sign.

[googlepop] 05/4/2018 12:20

One of the many distressing symptoms of Lupus is phsychotic episodes...
Good trial results will see Lupuzor on the market and blocking Lupus and its nasty symptoms.
Earth-shaking drug. Thank you prof Muller.

[pretax2] 05/4/2018 11:58

Bull A
I have an Iceberg Sell order at 755p

Good luck

[l0ngterm] 05/4/2018 11:52

He has not long joined the company and is a non exec chairman. Since joining he has been privy to insider information as well, rights issues, trial results, partner discussions etc. He does though have a good chunk of options that vest in 3 years.