Immupharma Share Discussion Threads

[divinessence] 05/4/2018 16:37

I think opodio is trapped in an another dimension.

[opodio] 05/4/2018 16:35

Winner!!!!! Congratulations to all

Roll on 800p target

[glennrcharles] 05/4/2018 16:34

They only have to tell us if the data has not been locked when they told us it would be. For all we know it was locked today. Now all holders can cross their fingers.

[divinessence] 05/4/2018 16:33

re: Lock, Why not RNS tonight?

[jace86] 05/4/2018 16:33

Che7 - reading the wording on the last RNS, it may already be locked or it may not be. Truth is we may never know unless there is an RNS. It only read that it was expected by. Which meant it could be done before but it is not a guarantee that it will be.

[hamhamham1] 05/4/2018 16:32

Che7. If you are for some reason going to issue an rns just about the point when the data is locked then you would issue it when it is actually locked. You wouldn't just issue one with an expected potential locked date in the future? That is so unscientific and open ended.

[che7win] 05/4/2018 16:27

If no RNS tomorrow we can assume it's locked.

[rnsday] 05/4/2018 16:27

@bull s..t 🐜Well I still answered your question if it was it's you :) why come on here and post the s..t and vile you do ? Children or people who don't want to see the language you use may read this thread ever gave that a thought

[hottingup] 05/4/2018 16:26

The datalock announcement detailing 6/4/2018, was already made on 23/3/2018 and does not need to be repeated:

23 March 2018
ImmuPharma PLC
Lupuzor(TM) Pivotal Phase III Study Update

ImmuPharma PLC (LSE:IMM), the specialist drug discovery and development company announces that it has been informed by Simbec-Orion, the contract research organisation conducting our Lupuzor(TM) pivotal Phase III trial study, that 'database lock' is expected on 6 April 2018, with top line results announced by mid-April 2018.

Lupuzor(TM) is the Company's lead programme for the potential breakthrough compound for Lupus, a life threatening autoimmune disease.

Commenting on the trial update, Tim McCarthy, Chairman, said: "With the continued robust safety record of Lupuzor(TM) achieved over this trial, we look forward with confidence to reporting top line results in the near future."

[bullet ant] 05/4/2018 16:24

Benchmark I doubt IMM has anyone with PhDs in astrophysics though.

May I ask you, what's your benchmark in life? Mine, I simply want to become an average mug punters like the masses.

Hope this helps.


BA
Stealing is good

[hamhamham1] 05/4/2018 16:23

Che7. If no data lock rns tomorrow then big disappointment after pre announcing a while ago.

[spmc] 05/4/2018 16:22

Flurry of buys into the close, very very bullish signal. Going to be a big day tommorrow

[che7win] 05/4/2018 16:21

May get a data lock RNS tomorrow, who knows.

[che7win] 05/4/2018 16:21

Benchmark,
lol.

Back to the 170's before close?

[benchmark] 05/4/2018 16:20

I don't know why these pharma companies need to employ statisticians and modellers when there are a surfeit of them here. And you would get your due diligence done for free too!

[pretax2] 05/4/2018 16:19

BTW as soon as the data is available to analyse punters will be looking at the share price anticipating a leak.
Can I just say that the chances of a leak are practically '0'
Reason is that the company will be acutely aware of the sensitivity of the information and will release the headlines (once written) swiftly.
The lab boffins have codes of ethics to abide by - they may not even own shares (they care more about their reputation than money).

Just in case there's a massive tree shake (which there will be, of course)!!!

MMs not having my shares, but happy to buy more on the cheap toss pots.

[opodio] 05/4/2018 16:19

800 coming lads

Buy your winning tickets

[che7win] 05/4/2018 16:17

Results to come soon, getting exciting around here.

[hottingup] 05/4/2018 16:15

top tips 28 Mar '18 - 10:49 - 21498

Assuming:
- Global lupus sufferers = 5 million (and growing)
- Developed market lupus sufferers (US, Europe, Japan, SE Asia) = 1.5 million (and growing) and some sources including Imupharma suggest 1.5 million in the US alone.

Thus:
- 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.

[opodio] 05/4/2018 16:15

Fly me prettys fly

[sharpshare] 05/4/2018 16:11

IMM shares in issue: 139,467,430
Current price: 167p
Mkt cap: GBP 233 million

If the trial results are good and they get 100,000 patients paying USD 20,000 each per year then that's USD 2 billion in annual sales. If a multiple of 5 is applied then the valuation could be USD 10 billion or 5121p per share or 30x more than now. If it works for other auto-immune disorders then it might be worth 10 times more?

[postbrexit1] 05/4/2018 16:10

Just to highlight the relevance, IMMPF is down 10% lol.