Immupharma Share Discussion Threads

[miavoce] 08/4/2018 08:54

An article in the Sunday Times, after data lock, 'placed' there by Bryan Garnier & Co speaks volumes to me.

[chadders] 08/4/2018 08:53

njb67, showing his true colours this morning I see and completely missing the point.

[goodbloke1] 08/4/2018 08:51

People wanting in cheaper Monday will always read negatively into the cancellation! The Sunday times article offers great exposure

[njb67] 08/4/2018 08:41

Ham
That she could not get there do to air travel dispute.
Seems perfectly reasonable to me.

[miavoce] 08/4/2018 08:40

hamhamham1 - there are major disruptions to air travel in France (as stated on the website I shared the link to)- maybe that is the actual genuine reason.

It also says that the lecture will be reschedule to an alternative date.

[hamhamham1] 08/4/2018 08:37

Njb. I cannot see why AM has cancelled the talk on the 9th? Any discussion about the drug can only be a good thing to increase its profile?

[opodio] 08/4/2018 08:34

Be 200p tomorrow

[h2owater] 08/4/2018 08:26

Q5: Can you just remind us of the market potential for Lupuzor if it’s approved?

A5: We use a term in the industry called a ‘blockbuster drug’ and what that means is if you’ve got a drug that is selling a minimum of $1 billion per year then it’s termed a blockbuster drug. There are many examples of drugs that sell many billions a year, I think the highest selling drug at the moment is a drug called Humira, for rheumatoid arthritis, probably selling around $13 billion a year so it just shows you the potential of a drug which is effective and treats patients.

When you come back to Lupuzor and the potential in the lupus market you have to look at patient numbers, patient incidents and you have to look at likely pricing of the drug. So across the world we have about 5 million identified lupus patients, if I look at it from a commercial perspective I would generally look at the major pharmaceutical markets so that would be North America, mainland Europe, Japan, probably a couple of other Eastern countries, Asian countries. In those commercial markets there are about 1.5 million identified lupus patients so the way that I usually explain this is those are the patients from a commercial perspective that we can get to more easily, ideally I’d like to get to all of those 5 million patients, give them the treatment and give them relief from their discomfort but from a purely commercial point of view I say if we can access those 1.5 million patients, either we or our partner. The pricing of the drug, I mentioned the Benlysta drug, that’s selling about $35,000 per year per patient, it’s a very high priced drug, so you can see the pricing of something like Lupuzor would allow us to get to that billion-dollar market.

So just simple numbers, even if we priced the drug at $20,000 which is almost half the price of Benlysta and every 50,000 patients we access is $1 billion dollars per year so there’s a lot of 50,000 patient numbers in 1.5 million. The key to this, the absolute key to this, is that we deliver a drug that works. There’s another expression in the industry that we use called ‘unmet medical need’ and what that means is there is a real need from patients for a treatment that works but at the moment is being totally unmet because there isn’t a treatment that these patients can receive that gives efficacy with no side effect profile. So, if ImmuPharma can meet that profile then I’ve no doubt whatsoever this will be a multi-billion dollar selling drug, not $1 billion, multi-billion dollar because simply the logistics and the pricing and the numbers and everything I’ve just explained to you, it will just fly out, absolutely fly out.

[h2owater] 08/4/2018 08:20

"Chief executive Dimitri Dimitriou, who worked at Glaxo Smith Kline, Procter & Gamble and Novartis before co-founding the company."


CEO with full experience in this field!

[njb67] 08/4/2018 08:18

Two comments

I would not read much into Muller cancelling her talk on 9 April, I would take this at face value. With DB lock scheduled for Friday, it is highly unlikely that IMM will receive the report until late next week earliest or more likely the week after. Even if out of the country, we live in a world of digital communications, conference calls etc. SM can review the report from anywhere in the world once SO send it across. She does not need to be in the office for this.

Hot/Top etc. I look forward to you repeatedly cut and pasting the Sunday Times article over the coming days citing our new Corporate Broker.

"Gary Waanders, an analyst at the broker Bryan Garnier & Co, said a positive result would be transformational for ImmuPharma. “It could double in size from this data,” he added. However, a negative result could slash its value in half, he said. The shares closed the week at 172p, giving the company a value of £240m."

You can even add your own emphasis by bolding the text. Or will you conveniently ignore this point.

GLA

[h2owater] 08/4/2018 08:17

Sunday Times

Awesome!

[fuji99] 08/4/2018 08:10

IMO it will be taken over regardless due to the fact that the scientific research team is highly experienced in this area and IMM has also other drugs in the pipeline, now the radars of big pharmas are on it, The only difference will be the price they would pay say: From £5 to £10 (for the R&D team and drugs in the pipeline) if results are below expectation or £25 - ++£more if results are decent. So sit tight and enjoy the win/win outcome.

[pejaten] 08/4/2018 08:05

The results are the only thing that matters. Rest is just noise.

[qazwsxedc69] 08/4/2018 06:54

'We're in discussions with MOST of the big pharmaceutical companies'

[ny boy] 08/4/2018 06:50

See the share price Jump a bit ...a bit of an understatement I would say, Sunday Times has a huge circulation!

Press coverage is building, we are going to see some larger daily volumes.

GLA holders

[divinessence] 08/4/2018 05:34

So IMM got into Sunday Times, Excellent though quoted valuation of IMM on success highly questionable but I guess they have to be conservative. I think Monday should see the share price jump a bit?!

[harbourside] 08/4/2018 01:45

Full article in Sunday Times

It is an autoimmune disease that affects 5m people across the world, including the pop star Selena Gomez.

Lupus, which may cause arthritis, kidney problems and hair loss, is incurable. Existing treatments are limited and the condition can be fatal. However, AIM-listed ImmuPharma is on the cusp of revealing the results from pivotal research into a drug which it says has the power to “transform lives”.

The findings from the phase III trial of Lupuzor, involving 200 patients, are due within a fortnight. A positive result could double the market value of the company, analysts said. “It is not a cure, but it could reduce symptoms to ensure patients can have a good lifestyle,” said chief executive Dimitri Dimitriou, who worked at Glaxo Smith Kline, Procter & Gamble and Novartis before co-founding the company.

ImmuPharma, which has research centres in France and Switzerland, has been listed on AIM since 2006. The shares have soared almost 41% in the past month in anticipation of the results from the key trial.

Gary Waanders, an analyst at the broker Bryan Garnier & Co, said a positive result would be transformational for ImmuPharma. “It could double in size from this data,” he added. However, a negative result could slash its value in half, he said. The shares closed the week at 172p, giving the company a value of £240m.


The data, which would pave the way for approval by the US Food and Drug Administration (FDA), is likely to lead to a tie-up with a leading pharma business. “We’re in discussions with most of the big pharma companies,” said Dimitriou.

In 2011, Glaxo Smith Kline got the go-ahead for the first new FDA-approved lupus medication for more than 50 years, called Benlysta. It has so far failed to achieve blockbuster status, though.

Lupus has been thrust into the public gaze in recent months with the news that Gomez, 25, had to have a kidney transplant because of the disease. Another US star, Lady Gaga, has been tested for the condition, which killed her aunt.

[lerichman] 08/4/2018 00:48

Dr. Bio, it is not "overmodulation" as Metis duly noted. It is the fact that the protein has difficulty maintaining a strong bond to the T-Cell when it is bombarded with additional Peptide Molecules. Modulating can be a bit misleading as it implies that it is somehow continually making adjustments, when in fact it is merely blocking an area of the T-Cell which is an agonist and in the present case working against the patient suffering from Lupus by this particular part of the cell identifying the patients own immune system as hostile and trying to eradicate it.

[verydereky] 08/4/2018 00:42

Expecting a bit of interest on Monday morning !

[dafad] 08/4/2018 00:35

Article in todays Sunday Times

Drugs minnow ImmuPharma offers hope to millions

Sabah Meddings

April 8 2018, 12:01am, The Sunday Times



It is an autoimmune disease that affects 5m people across the world, including the pop star Selena Gomez.

Lupus, which may cause arthritis, kidney problems and hair loss, is incurable. Existing treatments are limited and the condition can be fatal. However, AIM-listed ImmuPharma is on the cusp of revealing the results from pivotal research into a drug which it says has the power to “transform lives”.

The findings from the phase III trial of Lupuzor, involving 200 patients, are due within a fortnight. A positive result could double the market value of the company, analysts said. “It is not a cure, but it could reduce symptoms to ensure patients can have a good lifestyle,” said chief executive Dimitri Dimitriou, who worked at Glaxo Smith Kline,…

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[mitch101] 07/4/2018 23:52

metis, not to be boring but....
Could you please paraphrase/clarify yer copy & paste please together with a full explanation of the clinical adjective terms/acronyms so that I/we can understand since you seem to understand it, since you have used it as a supportive comment/response?

[opodio] 07/4/2018 23:39

see ya at 600p

[easymonez] 07/4/2018 22:25

Lol remarc he didnt say it was dicey he said it was a no brainer u dork

[metis20] 07/4/2018 22:23

Just dropped in to be bored by Dr B's ignorance -

From -
“The observation that the higher dose of IPP-201101 (3 × 1,000 μg) was less effective than the lower dose (3 × 200 μg) is also puzzling and needs to be examined further. It is possible that the bioavailability of IPP-201101 and/or its capacity to reach and selectively interact with specific targets or receptors differ according to its concentration. We might also argue that if IPP-201101 behaves like a partial agonist of the TCR, for example, its concentration can affect the quality of serial engagement of the TCR by peptide–major histocompatibility complex and further signaling and modulation (13)

13 Itoh Y, Hemmer B, Martin R, Germain RN. Serial TCR engagement and down-modulation by peptide:MHC molecule ligands: relationship to the quality of individual TCR signaling events. J Immunol 1999; 162: 2073–80.