Immupharma Share Discussion Threads

[1retirement] 06/4/2018 13:25

Oh dear, the drama. Think I'll sell when this hits £2 and be done with the drama. Leave some for the next man to become a millionaire.

[5pounds] 06/4/2018 13:20

HK
Sorry to hear that you are bored now, maybe you to find another hobby, maybe knitting?

[drsmessguide] 06/4/2018 13:19

"miavoce, I appreciate the semantics of 'standard care', but wonder whether this just means palliative care or whether it could include some medication/ drug care aimed at the cause of the disease rather than just alleviating the symptoms - even extending in a few cases to benlysta if the patient has been having that."

Aimingupwards2, standard care includes current best practice for lupus, therefore you might expect a significant number to improve on standard care, it would be depressing to treat lupus if everyone merely got worse every month.

It is therefore difficult to improve on placebo, standard care. A drug that significantly improves on placebo, is a drug worth having and one that would be taken up by everyone who could afford it, particularly if it is side effect free.

So, as mentioned this is a binery bet, good results and it has a massive market and probable use in other even larger conditions such as Rha, if it doesnt beat placebo, its back to 10-20p on the hope a further trial might be done or its cancer drug comes good. (Ilike the look of its cancer drug, again one that might have multiple roles in different cancers (if it works)

[top tips] 06/4/2018 13:17

We are almost there.


money maker1
6 Apr '18 - 13:06 - 23548 of 23552

GSK's Benlysta Phase 3: +10% clinical benefit, 23% drop out rate (placebo 25%). Drug approved by FDA.

IMM's Lupuzor Phase 2b: +25% clinical benefit, 8% drop out rate (placebo 16%).


I think IMM's Lupuzor will easily beat Benlysta in Phase 3 and get approval.

[herschel k] 06/4/2018 13:16

Not sure you even understand the word temper tbh........

I'm bored now anyway.

[5pounds] 06/4/2018 13:15

HK

Sorry about my perception, I may be wrong but I think you are about to burst a blood vessel with that kind of temper. Again, that's my perception, I maybe wrong.

[bullet ant] 06/4/2018 13:10

Hope hotshot II can hold it for the genuine investors.



BA
Stealing is good

[herschel k] 06/4/2018 13:10

5pounds6 Apr '18 - 13:02 - 23546 of 23548
0 0 0
HK

Sorry to butt in. I think it's a bit rich of you calling others idiot, when it's said you were buying GKP from 400p up to 10p.

Most would say you are a confirmed idiot.

Why are you angry? Is it because Kozel spent on your money on prostitutes and callgirls?


No one has exhibited such kind of temper on this thread.


If you were an idiot in the past, why would anyone think your idiocy has simply vanished, and suddenly you have become a genius.

-----------------------------------------------------

Don't worry you'll be back to school soon.

As a point of information, I never bought GKP shares at 400p - in fact, never bought them above 200p.

And I wasn't buying them all the way down to 10p either.

But let's not let any facts get in the way of your argument......

Have a lovely break.

H

PS: Is someone that's "angry" generally laughing as much as I am right now? strange definition if it is, but I expect they'll teach you the difference in English class soon..........

[money maker1] 06/4/2018 13:06

GSK's Benlysta Phase 3: +10% clinical benefit, 23% drop out rate (placebo 25%). Drug approved by FDA.

IMM's Lupuzor Phase 2b: +25% clinical benefit, 8% drop out rate (placebo 16%).


I think IMM's Lupuzor will easily beat Benlysta in Phase 3 and get approval.

[aimingupward2] 06/4/2018 13:04

miavoce, I appreciate the semantics of 'standard care', but wonder whether this just means palliative care or whether it could include some medication/ drug care aimed at the cause of the disease rather than just alleviating the symptoms - even extending in a few cases to benlysta if the patient has been having that.

[5pounds] 06/4/2018 13:02

HK

Sorry to butt in. I think it's a bit rich of you calling others idiot, when it's said you were buying GKP from 400p up to 10p.

Most would say you are a confirmed idiot.

Why are you angry? Is it because Kozel spent on your money on prostitutes and callgirls?


No one has exhibited such kind of temper on this thread.


If you were an idiot in the past, why would anyone think your idiocy has simply vanished, and suddenly you have become a genius.

[ernestsyngen] 06/4/2018 13:00

Sell a plenty with MM's keeping the price up. Perhaps they are bagging shares ready for a significant rise

[davew28] 06/4/2018 12:53

Not sure if this has been posted here today. Too much cr*p on here to wade through

Big money being splahed about in the Phama industry



Takeda poised to launch £30bn Shire takeover bidTakeda poised to launch £30bn Shire takeover bid

The Japanese pharmaceutical predator stalking Shire, the London-listed drug company, has raised expectations that it will launch a bid after it moved to allay concerns about its plans.

Takeda bosses are understood to be talking to top shareholders to promote the merits of a £30 billion-plus takeover of the FTSE 100 rare diseases specialist and briefed analysts at a meeting in Tokyo yesterday.

Christophe Weber, chief executive of Takeda, is said to have told them that the “size did not matter for any ‘mindful’ acquisition” and indicated that he was interested in all of Shire, not just parts, according to those at the briefing.

Shire, which was valued at £33.8 billion yesterday compared with Takeda’s £28 billion, specialises in rare diseases and neuroscience and is best known for its treatments for hyperactivity disorders. The company is based in Dublin but the US is its biggest market, generating two thirds of its $14.4 billion sales last year, and is where more than half its 24,000 employees are based.

Takeda, which dates back to 1781 when it sold herbal medicines in Osaka, focuses on oncology, gastroenterology and neuroscience and under Mr Weber has made several smaller acquisitions. Its interest in Shire has come at an opportunistic time with the UK group restructuring and suffering a sharp fall in its shares before Takeda emerged.
Yesterday’s bullish comments prompted shares in Shire to rally by almost 6 per cent to £38.12½p at one point in London and extended the rise to almost a quarter since last week.

Takeda was rushed into announcing it was in the early stages of mounting a bid for Shire last Wednesday, amid speculation in the market and movement in its share price, but its interest apparently unnerved some investors. The Tokyo-listed company’s shares slipped to a 13-month low the next day after questions over how it would finance a deal for a company with a bigger market capitalisation and whether it had the firepower to buy the group.

Under UK takeover rules, Takeda has until April 25 to reveal its intentions and analysts said that the prospect of an offer had increased following their meeting with Mr Weber and Costa Saroukos, Takeda’s chief financial officer.

According to an account from UBS, the Swiss broker, Mr Weber “reiterated his policy of maintaining [the] dividend and investment grade”, making a “stock issuance” to raise funds more likely.

Analysts at Deutsche Bank said the “likelihood of a bid for the whole of Shire emerging by the April 25 deadline has increased” and there were a “number of options on the table for the deal structure . . . from an equity issuance in Japan, to a cash-plus-shares offer”.

Takeda could also look to try and offload unwanted Shire assets after any deal to help cut its debt quickly, the German broker added.

Bernstein, the broker, said a deal seemed “likely because there is willing buyer, willing sellers and room to meet both sides’ expectations”. Its survey of investors found they wanted £42 a share to start talks and £45 to “close the deal”. “They also want less than 50 per cent in Takeda shares,” Bernstein said.

Signs that Takeda is seriously considering an approach could prompt other companies to make offers, with analysts naming Pfizer and Abbvie, whose bid for Shire failed in 2014, as contenders.

An acquisition by Takeda would be the latest in a record $150 billion of mergers and acquisitions in the pharmaceutical industry this year and comes as Pfizer’s consumer healthcare assets are up for sale.

[money maker1] 06/4/2018 12:51

GSK's Benlysta Phase 3: +10% clinical benefit, 23% drop out rate (placebo 25%). Drug approved by FDA.

IMM's Lupuzor Phase 2b: +25% clinical benefit, 8% drop out rate (placebo 16%).


I think IMM's Lupuzor will easily beat Benlysta in Phase 3 and get approval.

[l0ngterm] 06/4/2018 12:49

I assume you mean topline results.

[herschel k] 06/4/2018 12:45

one trillion dollar man6 Apr '18 - 12:36 - 23539 of 23539

another idiot for the filter I see.........

dragging up the past to try and make a futile point about something.

laughable.

incidentally, my comment wasn't even aimed at you........

[hottingup] 06/4/2018 12:43

If as previously announced database lockdown is today, then I think they could announce the results late next week.

[one trillion dollar man] 06/4/2018 12:36

H

Touché


Wish you were such on expert on GKP, from 400p to 10p being long.

My comment concerns placebo is a dud, everyone knows it's a dud and therefore a dud is expected to have zero effects on anything, therefore there was no point telling the obvious about Placebo parameters. DOH

You need to get off your high horse !!!!!!!!!!


I am here, because a friend of a friend of a friend of a friend mentioned it to my great aunt Mary, that's why I am investigating about this 200 baggers.

[sarumike] 06/4/2018 12:36

First post, I just read the interesting snippets from informed posters, filter the clowns (of which there are many).What is the market cap of the big boys in this sector? $70-80bn? How much are they realistically going to bid for us. 10-20%??Personally think licensing deal is way forward.

[miavoce] 06/4/2018 12:35

Standard of care is the treatment which would be given at the present time for the condition the patient is suffering from.

[aimingupward2] 06/4/2018 12:25

Herschel K, could you please explain further what comprises 'standard care'.

[ashehzi] 06/4/2018 12:12

Re. VeryDereky6 Apr '18 - 11:49 - 23523 of 23532

agreed, just did mine

[h2owater] 06/4/2018 12:10

Lupuzor
(IPP-201101) 21-mer peptide derived from small nuclear riboprotein U1-70K, which is phosphorylated at Ser140 Efficacy and safety of Lupuzor plus standard of care for patients with SLE
Trial is ongoing. In a phase IIb trial, a significantly greater percentage of patients achieved SRI(4) response at week 12 with Lupuzor given once every 4 weeks compared with placebo (primary endpoint). Treatment was well tolerated in general.47

[one trillion dollar man] 06/4/2018 12:09

2-10?

out of 330m? damned right you are so sure.


does this affect only the Yanks?

Please advise