Immupharma Share Discussion Threads

[divinessence] 06/4/2018 11:23

Big buys today from small to medium sells.

[ashehzi] 06/4/2018 11:22

Guys, I am trying to detect the big trades pattern from today as db will be locked and data unblinded. I've noticed 50,000 and various 25,000 trades, seems to be buys or who know the truth.

If you're into something similar, please do share your observations. Thanks.

[hottingup] 06/4/2018 11:21

Tim McCarthy (IMM Chairman) 2/2/2018

4 min 45 sec:
"If Lupuzor is successful and we are very confident ... it will become the standard treatment for lupus patients going forward, absolutely, without any doubt."

5 min 17 sec:
"What we've been seeing in the investor market place is an increasing interest in ImmuPharma as a company and Lupuzor as a potential drug in the future ... The Placing has allowed us to bring some very good healthcare focused institutional investors onto the shareholder register ... and to further exploit further indications for the P140 Platform from which Lupuzor comes ... it does have other applications, such as potentially Crohn's disease and rheumatoid arthritis."

7 min 0 sec:
"As we go into the next exciting phase for ImmuPharma, we've had a lot of interest in the drug from potential licensing partners of which those discussions are ongoing, they will quicken up...once we get the results and its always good to have a strong balance sheet when you're going into those negotiations..."

8 min 6 sec:
"We do believe, on results to date and what we expect to see out of the Phase 3, that we will show greater efficacy than Benlysta but also...we have a completely benign side effect profile, which is really important."

9 min 15 sec:
"If we demonstrate the product profile, which I confidentally expect we will in this Phase 3 study, the potential for Lupuzor is a multi-billion dollar selling drug."

[hottingup] 06/4/2018 11:21

Tim McCarthy (IMM Chairman)
26/2/2018

3 min 10 sec:
We call the platform P140...it has the potential to treat not only Lupus but all other autoimmune diseases...such as Rheumatoid Arthritis, Crohns disease, thyroid...obviously from a commercial point of view, that is very important..."

"We do have other drugs in the portfolio...we are as excited about those...as we are about Lupuzor..."

10 min 0 sec:
"We expect the drug [Lupuzor] to be a high revenue generator based on [pricing of] $20,000 to $25,000 pa..."

20 min 0 sec:
"We are far superior to Benlysta...If we are successful, and we are pretty confident of the success of this trial...this [Lupuzor] will be a blockbuster many times over...for product profile, pricing, access to patients..."

21 min 10 sec:
"Whatever this drug [Lupuzor] is sold for, we will get a very high margin...a 96% plus margin on whatever pricing this drug goes out at..."

23 min 16 sec:
"There is a lot of interest in this drug [Lupuzor]...we are in discussions with a lot of interested companies on this...we could [also] consider regional deals and direct sales ourselves...at some point we may be very attractive to be acquired [taken-over]"

30 min 5 sec:
"We have a lot of confidence, if we can crack this nut in lupus, we can use the same drug [Lupuzor / P140], same method of administration, same dosage, in lots of other indications, which would be great for the patient populations but from a commercial potential could be huge".

[l0ngterm] 06/4/2018 11:19

Guys it's program and project management terminology for that's my date. If I set expectations I better deliver, especially if linked to a public announcement. Similarly if 3rd parties set my expectations they better deliver. But all expectations should managed accordingly, agreed what will be delivered when, and be achievable.It's just project speak for we have a deadline, and breaking expectations is not acceptable.

[rnsday] 06/4/2018 11:18

I think if there is a rns at all will be 14.00 or 16.00 :) as someone just said it only said (expected) gla

[top tips] 06/4/2018 11:17

The previous announcement stated:

"'database lock' is expected on 6 April 2018, with top line results announced by mid-April 2018."

So it should be locked today and the results announced mid April.

[herschel k] 06/4/2018 11:14

"expected" does not mean "guaranteed"

fk sake

if it's done today, Monday or Tuesday, it doesn't matter - they are still likely to have results by mid-April.

[qazwsxedc69] 06/4/2018 11:13

you lost your credibility a long time ago squiresquire - no one listens or trusts anything you say.

[squiresquire] 06/4/2018 11:12

ernest

Sorry to blow up your theory of the single share trade, but i was told a few years ago by an engineer who worked for a company that serviced stock exchange software that the single trades were most often from engineers testing said software,

[top tips] 06/4/2018 11:11

The previous announcement stated:

"'database lock' is expected on 6 April 2018, with top line results announced by mid-April 2018."

So it should be locked today and the results announced mid April.

[jace86] 06/4/2018 11:07

Winchcombe - you and all others are missing the point that the RNS didnt say at all that the database would be locked on the 6th, never mind by a specific time. It was only a notice to say it would be locked by. Could have already been done or they may miss today. There was no guarantee.

[ernestsyngen] 06/4/2018 11:07

Code 1 just went through - Sign or no sign its about to get interesting :)

[squiresquire] 06/4/2018 11:06

Flavio

You will see i posted a little earlier i think there will be further opportunity to trade in and out before the results which are not due for another week or maybe two.

I am sure we will see a strong re-trace, hopefully i will be able to take advantage of it, so to answer your question yes i am still negative on this share as regards its ability to keep going up without dropping on a strong re-trace first.

[l0ngterm] 06/4/2018 11:04

Yip and the program/project manger for simbec set expectations, that were being released to the market. So that would not of been set without some consideration.

[winchcombe] 06/4/2018 11:02

The announcement did not say the time on 6th April the database would be locked.

[opodio] 06/4/2018 11:01

To buy or not to buy another 30,000

[che7win] 06/4/2018 11:01

j4ams16,
I'm glad you talked to the company. Nothing I have said here is out of line with what I've discussed with them.
I did put it to the company about where the value lies - outside of Lupuzor and I know they share that view from the response.

So I can't dismiss a post like paxmans.

If I were to really speak out about my thoughts, I would be accused as a ramper. I think most on these boards are underestimating the potential.

I believe the upside is a lot higher than the consensus here.



j4ams16 Apr '18 - 10:11 - 23460 of 23483
0 5 1
@Che7win, your posts encouraged me to contact the company direct. So I did, extremely helpful, sincere and answered a lot of questions. Reading your past posts I believe I got similar responses to you. I feel extremely happy invested here, even if results are not as good as expected. I was thinking about a derisk, but now firmly believe I do not need to. Will hold long term, like you said my target is £30-45

[l0ngterm] 06/4/2018 10:59

Yip simbec set expectations, you set them you better deliver or penalties. One being simbec missing a deadline.

[plain sailing] 06/4/2018 10:58

They might not lock until 5.30 pm.

[roundup] 06/4/2018 10:57

"Is expected on 6th April" 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.If database lock doesn't happen today there will have to be a RNS.

[plain sailing] 06/4/2018 10:57

This promising small-cap stock could be a millionaire maker in 2018
Paul Summers
26/12/2017



The suggestion that a single stock could lead some investors to become millionaires next year may sound fanciful but I think this is quite possible if events work out for small-cap drug discovery and development firm ImmuPharma (LSE: IMM). Let me explain.

[plain sailing] 06/4/2018 10:56

Makes sense to buy ahead of good news.

[l0ngterm] 06/4/2018 10:52

Or under promise and over deliver, nothing stated about a delay. And simbec were publicly referenced in the announcement. So would hazard a guess that simbec gave a date that they could achieve with some contingency built in. Otherwise it's their reputation.

[ernestsyngen] 06/4/2018 10:51

Another big buy order being filled here IMO.

Hold on tight for an afternoon of highs