Immupharma Share Discussion Threads

[greedfear] 07/4/2018 14:04

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The week of truth? No position. GL holders! Don't invest more than you can afford to lose.

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[miavoce] 07/4/2018 13:22

I wouldn't normally do this as it isn't fair to subscribers, but to avoid the misunderstandings and mis-statements that this thread is prone to here are the key points from the SCSW item:-

- SCSW met with the company in the last month
- Simbec Orion has spent the last few weeks cleaning up the data and ensuring it has been accurately input into the database
- Database lock and unblinding will be on 6 April
- Analysis of data will be done and top line results available in the following week (i.e this coming week)
- After the results IMM will be anywhere from 30p to 500p+ depending on the outcome
- Hopes for the latter given earlier trial data was good and the safety profile excellent
- IMM has appointed a European M&A specialist
- A bid at a multiple of the price is inevitable on success.

[miavoce] 07/4/2018 13:13

small company sharewatch - a respected share tipping monthly publication

[tarny] 07/4/2018 13:08

Can someone explain what SCSW is please

[lucicavi] 07/4/2018 13:01

IM rehersing the victory dance for next week

[che7win] 07/4/2018 12:49

Orbiterdicta, Thanks again, I guess they have a good insight.I would be extremely disappointed with £15 or so in a takeover a few weeks from now.I think we should get £35 for the P140 platform and keep the other platforms for exploiting.I suppose it's a large upside for recent buyers here, but long term holders will want more. We have Dr Zimmer and others who will ensure no cheap take out.Someone is buying heavily with those 250k buyers around.

[growthinvestor2001] 07/4/2018 12:46

Aiming - its bad enough that people are quoting SCSW to non subscribers , even worse when misquoting it. Nowhere does it say that a bid will be ‘within weeks’ as you quoted. A postive write up does not need anymore embelishment.

[divinessence] 07/4/2018 12:37

andy42 - if you put it like that it makes sense. Quality!

[fuji99] 07/4/2018 12:34

Where are the likes of Cambridge Antibodies and Skypharma et al. ? Taken over. On here with IMM, if one looks carrefully at the scientific team experience in the biotech industry, the quality itself, gathered in one small company like IMM is a huge asset for any major. Take a glance at the team in this BB and this looks already impressive in terms of innovation and experience with the CNRS involved. This top notch added value is the most convincing reason to invest in IMM because with such people, more exciting things will come.

[andyr42] 07/4/2018 12:33

At this price IMM is a risk/high reward play. Think about it if you buy just 2000 shares for circa £3500, these could be worth £40,000 or so within just a few weeks. What a brilliant opportunity. The downside is not that much if you can afford to lose £3.5K. The indicators are very positive at this stage imho. DYOR etc.

[obiterdicta] 07/4/2018 12:33

Aiming upward correct although scsw have sat down with company last week so probably better insight than anyone else's.

OD

[aimingupward2] 07/4/2018 12:29

“Scsw says £5 plus on positive results, deal at multiples of that within weeks”.

“Reckon top line results the week after database lock on April 6th.”

Well, fine, but it’s no more likely to be accurate than anybody else’s guess. None of us really know and that includes SCSW.

[rnsday] 07/4/2018 12:28

hxxps://www.htfmarketreport.com/reports/1068612-global-systemic-lupus-erythematous-sle-drug-market

[ny boy] 07/4/2018 12:25

Volumes will pick up from Monday as the countdown gets underway. A most exciting few weeks ahead to kick off proceedings to hopefully substantially higher levels over time.

If top line results, just hold for a few years at least, unless a big pharma buyout comes first.

We are all aware of the downside if results are not as expected but it’s the same for many other stocks, anything can happen but I remain positive and excited.

[jace86] 07/4/2018 12:21

15 pound per share would be too low for a buyout. That would just put the company about 2bn GBP. I would have thought on stellar results 10bn minimum (approx 70 per share). Unless it's assuming we license/partner and go for it? See how the results go first I guess before putting anymore numbers upfront...

[obiterdicta] 07/4/2018 12:16

It actually says it has apptd a European m and a specialist so expect a bid within weeks at multiples of that.OD

[che7win] 07/4/2018 12:11

Chadders/Obit,
Thanks for that.
So on positive results, they expect deals within weeks at multiples of 5 pounds?

That would indicate 15 pounds within weeks on positive results?

[fuji99] 07/4/2018 12:05

The quality of the scientific and management teams and the number of new breaking ground products in the pipeline will make it impossible to IMM to escape a takeover bid. It is now on the radars of the majors. I am not sure if Sanofi will let it escape into the hands of GSK with a product to be certainly outclassed by Lupuzor.

[rnsday] 07/4/2018 11:57

hxxp://newspharmaceuticals.com/71073/systemic-lupus-erythematous-sle-drug-market-detailed-strategies-competitive-landscaping-and-developments-for-next-5-years/

[andyr42] 07/4/2018 11:28

Thank you guys.

This is interesting article from LSE

hxxp://www.morningstar.co.uk/uk/news/AN_1421915527382898400/immupharma-shares-up-22-on-simbec-orion-lupuzor-agreement.aspx

[chadders] 07/4/2018 11:14

andyr42, oberdicta beat me to it. 30p if results are bad though.