Immupharma Share Discussion Threads

[miavoce] 07/4/2018 17:58

Indeed you couldn't script it !

Unblinding of data & results analysis coincides with the time she would have been travelling to Morocco which coincides with French air traffic disruption...jeez

[growthinvestor2001] 07/4/2018 17:53

Will this drama never end - you could not make it up!

It was discussed here before that if results were bad she would just cancel the presentation. I agree she would want and need to be there for the unblinding also before results are even known. Or could simply be logistics?

This strike is really badly timed as far as speculation is concerned! Can we PLEASE just have the results??!

Waterloo - this rumour has already jumped to the LSE board - do you have a link / details to stop this getting out of hand?

[hamhamham1] 07/4/2018 17:50

Of course there are two reasons why she would cancel.

[miavoce] 07/4/2018 17:34

Hi Waterloo

where did you find the info that she has cancelled ? Would certainly make sense for her not to be in Morocco at the pivotal moment in the trial - I'm sure she will be directly involved in the results analysis and could hardly do that if she was in North Africa.

This would also have put a spanner in the works:-

[jace86] 07/4/2018 17:30

Still says shes on it Ham: hxxps://if-maroc.org/cooperation-1/enseignement-superieur/evenements-conferences/cycle-conferences-scientifiques-2018/ - unless you have a link or some details to pop on here?

[teddy boy1] 07/4/2018 17:19

I take a lot of comfort from the SCSW article. Who else has actually got to talk directly to the company recently? Much can be ascertained from a face to face interview ,and this could be part of the reason why the article has been written with an air of confidence .!

[hamhamham1] 07/4/2018 17:08

SM cancelled Morocco?

[waterloo01] 07/4/2018 16:54

I was thinking through Muller's talk in Morocco and given that they are this weekend working on the analysis, with results anytime this coming week and possibly Monday, that she wouldn't want to be out the country. Results good or bad, she would want to be available for congratulations/commiserations.

I've done some research and she has indeed cancelled it, with the French transport strike given as the reason.

Makes sense. Whatever the results no way she wants to be doing a talk at the embassy in Rabat as her life's work is revealed!

[melf] 07/4/2018 16:49

If the results are excellent I reckon you'll be hard pressed to buy for a fiver on results day. I'd certainly be trying to fill my boots at that price.

[money maker1] 07/4/2018 15:52

miavoce
7 Apr '18 - 13:22 - 23783 of 23798

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.

[bargainbob] 07/4/2018 15:39

Could be a good Friday or Blue Monday.

[teddy boy1] 07/4/2018 15:36

Now feeling more confident by the day Not too long to wait now.!

[ny boy] 07/4/2018 15:25

The SCSW article will certainly give the share price a good tonic on Monday!

[glennrcharles] 07/4/2018 15:21

So how can we distinguish any large sells next week from shorters taking advantage and the cleaner at IMM who is selling before news after hearing the discussion?

[aimingupward2] 07/4/2018 15:18

Thanks from me, too, miavoce. I apologise for re posting what I had, mistakenly it seems, assumed to be an accurate statement of what scsw had said.

[quiche66] 07/4/2018 15:06

Tempting to go and hang out outside the Imm offices next week, try and get a read on the body language of Tim, Demetrious etc. See if any of them head over to their local lambo dealer.

[miavoce] 07/4/2018 15:01

It may be feasible marwalker - I wouldn't rule it out but I guess midweek onwards may be more likely.

[wildbunch] 07/4/2018 14:54

Miavove-Thanks-v helpful

[mitch101] 07/4/2018 14:54

Reminder for when the RNS comes out & the figures/comments in the RNS to compare with:

x1 Primary Outcome Measure:
assessment of Systemic Lupus Erythematosus Responder Index (SRI) at week 52 [ Time Frame: baseline and week 52 ]
A SRI response is defined as a reduction from baseline in the Systemic Lupus Erythematosus Disease Activity Index 2000 (SLEDAI-2K) score of at least 4 points, no worsening in Physician's Global Assessment (PhGA) (with worsening defined as an increase in PhGA of more than 0.30 point from baseline), no new British Isles Lupus Assessment Group A (BILAG A) body system score, and no more than 1 new BILAG B body system score from baseline.

x28 Secondary Outcome Measures.

[marwalker] 07/4/2018 14:51

Miavoce , thanks , maybe it will be possible to process the stats. over the weekend in time for the scheduled presentation Monday ? ...... therefore RNS Monday Morning..

[red army] 07/4/2018 14:44

Are we talking company results or trial results as company results will be pretty meaningless on their own.

[goodbloke1] 07/4/2018 14:23

Thank you Miavoce