Immupharma Share Discussion Threads

[che7win] 06/4/2018 09:57

j4ams1,
I hope this is good too - for Lupus sufferers need it.

[montyhedge] 06/4/2018 09:56

Hope you right boys, Everyman and he's dog in this one.

[j4ams1] 06/4/2018 09:54

P140 is the plan A and Lupuzour is very much the plan B that unlocks the potential and snowballs Plan A.
The P140 platform actually protects us from poor results in my IMO. This BB is like a circus. People obviously have no respect for lupus suffers.

[ernestsyngen] 06/4/2018 09:53

Well everybody is taking their positions ready for the next two weeks. Going to be a belt buster for sure.

Good luck all and fasten the seatbelts

[che7win] 06/4/2018 09:52

Therefore j4ams,
with a successful phase 3 result, £5 of the immediate move will be due to Lupus, I would say another £5 needs to be built in for everything else for P140.

But remember, P140 is but one platform, we have Nucant and Ureka which are just as exciting.

I see £30 as very easy to achieve within 12 months, but I don't think we will survive unless we get to the $20 mark quickly.

[che7win] 06/4/2018 09:47

j4ams1,
you are one of the few posters that gets it.

That's where the true value lies, it's mind boggling.

[rabito79] 06/4/2018 09:45

This board won't be the same without those who are selling up today and have just posted for the first time.

[ny boy] 06/4/2018 09:44

j4ams1

Agree, once the kindergarten lot move on, we can have a decent thread once again.

I am expecting top line readout week commencing 16 April, if it comes early all the better.

[stanman] 06/4/2018 09:43

If you have $2900 to spare this could be an interesting read.


So IMM has a mention, and is listed with the some of the big players in this field.
Quite right too.

[j4ams1] 06/4/2018 09:43

SO many idiots on this BB. Has it not occurred to any of you that Lupuzour is small fry! Will be petty cash when the P140 is unlocked. I can assure you big pharma's are eyeing up the platform and not Lupuzour. The possibilities are staggering. "We have demonstrated that P140 acts as a skilled immunomodulator that does not affect the entire immune system, but seems to reprogram the autoimmune cells only. We consider this selective therapeutic approach to be particularly appropriate for treating chronic autoimmune diseases, which are estimated to affect 5% of the general popula- tion worldwide"

[hamhamham1] 06/4/2018 09:40

Usually ramping desperation, maybe exaggerates today by those who just chucked another lump in on top of the rest here.

[spmc] 06/4/2018 09:39

Just brought more, the deramping gang is out in full force today lots of new posters which is a very very bullish signal somebody desperately wants shares on the cheap. Shares always go sky high when the deramping gang turns up.

[kevwin] 06/4/2018 09:33

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!

[pretax2] 06/4/2018 09:29

deadly heisenberg

Oh deadly, so veiled, so veiled. Good luck with the short.

[opodio] 06/4/2018 09:25

Could be days away from takeover

[kevwin] 06/4/2018 09:18

250,000 buyer still around?

[englishlongbow] 06/4/2018 09:16

And because Lupuzor for lupus alone could make IMM shares 179p+.

P.S.
Making £millions is good.

[kevwin] 06/4/2018 09:16

On IMM.L:

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:

1. So final assessment has finished, data is being collected and finalised, and they will have their results out.
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 canââ‚Ã;‚¬ÃÂ;¢Ã¢;€žÂ¢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!

[kevwin] 06/4/2018 09:15

New broker note at some stage

[fuji99] 06/4/2018 09:12

I feel very comfortable holding IMM shares and considering myself as an investor.
Why ? 1/ Because the company is already well established and backed by scientists with strong experience and background - 2/ Because I am supporting a medicine that will save millions and also supporting the very people, the scientists at the forefront of this battle against this dreadful illness.

[deadly heisenberg] 06/4/2018 09:09

Many are selling in stealth here while telling others 700p-800p.

[ny boy] 06/4/2018 09:07

If it’s too risky for you.. don’t invest, you have a choice!

I doubt much of a pull back now as we are too close to the results, the royal mugging was down to 93p, that killed many panic sellers.

Any pull back gets bought, I am ready to add more if there is one. Should see data lock rns later or after the close. Just a few weeks to go now, it’s been a journey but the finish line is nearly in sight.

[goodbloke1] 06/4/2018 09:07

What is she speaking about?

[broken record] 06/4/2018 09:05

Hello Che

Concerning KOOV, please look again. Short from 80p and it went down to 4p.

I was not long on Koov.


UKOG is a big NO NO NO for me.


As can understand, a 85% profit is not something that to be ignored. It was fast money.

[kevwin] 06/4/2018 09:05

Muller speaking Monday, I'm in.