Jtc Share Discussion Threads

[billiondollarbrain] 06/4/2018 11:32

Shares Magazine
Small caps poised for big news in 2018:
We look at 19 stocks primed to deliver major events in their career
21/12/2017



"The pharmaceuticals space in 2018 is jam-packed with potentially game-changing clinical trial results.

Drug developer ImmuPharma (IMM:AIM) is expecting Phase III results in the first quarter of 2018 for lupus treatment Lupuzor. Analysts speculate the drug could hit multi-billion dollar annual sales if the tests are successful and the drug gets approved by the regulators."


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.

Blockbuster potential

Over the last three months, shares in the AIM-listed company have climbed more than 200% in value as anticipation grows over the outcome of a Phase III clinical trial for Lupuzor — its 100%-owned potential treatment for Lupus.

Approximately five million people are believed to suffer from the chronic and potentially life-threatening autoimmune disease that can be a notoriously difficult to treat. In the last 50 years, only one therapy — GlaxoSmithKline‘s Benlysta — has been approved for use, despite its questionable efficacy and serious side-effects. In 2015, the drug achieved sales of over $400m. By 2020, this figure is expected to rise to $1bn.

Positively, data from Lupozor’s Phase IIb trial indicated that ImmuPharma’s treatment — which modulates rather than blocks the immune system — was both effective and safe. Moreover, the effectiveness of Lupuzor increased even after the three-month trial’s conclusion. Investors will be hoping that the 52-week, randomised and double-blinded study currently in progress (involving patients in the US, Europe and Mauritius) yields similar results.

In its most recent update on 21 December, the company revealed that all 200 participants had now received the full 12-month dosage and that the “robust safety record” shown in earlier trials continues to be seen. According to Chairman Tim McCarthy, the company looks forward “with continued confidence” to reporting on top-line results in Q1 of next year.

In the event of a positive outcome, ImmuPharma will then seek to exploit its Fast Track designation and push for approval from the Food and Drug Administration (FDA). Once received, the company would then be free to seek out a global licensing deal for taking Lupuzor to market or — perhaps more likely — consider takeover bids by deep-pocketed pharmaceutical giants at a price befitting its blockbuster potential. Given the suggestion that it could be used in the treatment of other diseases, the price could easily be in the billions of pounds. Right now, ImmuPharma’s market cap is a little over £200m.

Tempted? If so, it’s vital to consider the flip side of this investment.

Despite the encouraging outcomes of previous trials, the possibility of the drug failing to impress still remains. Plenty of highly promising treatments have disappointed at the last hurdle, resulting in significant capital losses for investors. Unless you’re willing to embrace this level of risk, Immupharma shouldn’t even make it on to your watchlist, let alone into your portfolio.

That’s why — as a holder of its stock — only a small proportion of my capital is invested in the company. This money can be lost. I might grumble and curse but — thanks to a degree of diversification — I won’t lose my shirt.

That said, if — and it remains a sizeable ‘if‘ — Lupuzor proves effective (or at least more efficacious than Benlysta), I’m confident that ImmuPharma could generate huge wealth for investors in a very short time period.

No investment is devoid of risk but only you can decide whether this is one worth taking.

[serratia] 05/4/2018 22:53

I met with one of the Stockopedia people last month and was asked if I could get the CEO to present in Manchester. He agreed so he'll be 'Up North' sometime.
As I'm in the 'keep quiet' about the VRS camp. I'm leaving it there. I can be contacted off board if any questions come to mind.

[serratia] 05/4/2018 22:43

JTC,
Every polymer mix tested has shown big improvements in strength. Lighter car parts, aircraft, wind turbines bikes , helmets the list is endless. Every 'plastic' polymer application you can think of. Big benefits in tyres (just read a Pirelli thesis on the topic.
Graphene is an excellent electrical conductor. Add it to silly putty , pass a small current through it and you can detect a spiders footstep as it stands on it.
Incorporate Graphene in inks and revolutionise RFID's - no checkouts at supermarkets.
Enhance charge rate of batteries. I could go on and on, water resistant paint, stronger leather products, running shoes, clothing, print on the skin real time diagnostics.
If I go on further you might think I'm ramping/promoting VRS. Not my style. I'd rather keep it quiet and let their results speak for themselves.
Contact me off board if you want details. You know I'm a Zu speaker fan and I'm in touch with both parties.

[serratia] 05/4/2018 22:23

Blimey the VRS lads are quick off the mark. Yes, it's them I didn't mention the name as I hold a lot and don't do ramping.

[bootie64] 05/4/2018 22:20

JTC
Re Graphene
You may find this write up by MikeWBrenner of interest

[scottishfield] 05/4/2018 22:09

Bazzerp, yes that's right.

[jtcod] 05/4/2018 21:51

I am sure the implementation will improve over time. There are obvious benefits if implemented well serratia. Have you come across any well implemented uses in other sectors yet?

[bazzerp] 05/4/2018 21:47

serratia - & that company is Versarien ?

[serratia] 05/4/2018 21:34

JTC,
For quite a few years I have been following the Graphene story in great detail. It will be a transformational material. The problem has been at least 2 fold. Firstly hundreds of companies have jumped on the band wagon claiming they can offer Graphene and for many applications it didn't work. Secondly science had not been able to relate form and function until recently.
I've read many papers and PhD theses on the subject. For composites I haven't found a polymer where the properties can't be enhanced significantly. It is now clear that to perform in composites Graphene platelets need to be of less than 10 layers thick and have a length of 5 to 10 microns. Graphene produces a number of benefits in the composite the one that benefits speakers is the improvement in strength.
Typically a 1% addition of Graphene increases the strength by 50%. If you want speaker speed which we all do using either a carbon nanotube Graphene composite or a paper cone coated with a Graphene enhanced polymer allows you to reduce the cone weight and enhance speed.
There's a new ISO standard in play which defines what can be called Graphene and after searching hundreds of claims only one companies Graphene should meet the standard.
Magico should show benefits from using carbon fibres and carbon nanotubes but I strongly suspect the Graphene they are using would reduce the potential performance from what it could achieve.
There's only one 'go to' company for Graphene in polymers as the new ISO standard will show.

[chestnuts] 05/4/2018 20:01

JTC

Hsbc is after all known as the most bank for money laundering, If you go look at its trading statement 2016 Nov The finacial Director even highlighted the criminal activities, which i have never seen before, One day some one will give out enough evidence to break the bank.

[jtcod] 05/4/2018 18:10

Glad to see a sense of fair play has prevailed though I am not sure it was for the right reasons

[jtcod] 05/4/2018 15:12

Serratia
Magico is using Graphene for its woofer cones now. This model also uses the diamond coated tweeter which I have heard in another guise recently. I was impressed I remember. If you click theLink in the review you will see the sound test results which and commendable for their linear fingerprint. It looks an interesting product.

[hazl] 05/4/2018 12:25

I rather thought that Australia might do well,generally and bought into MYSL on the basis that it would be wise diversifying from the UK.
Still to see some interest,as fairly recent purchase but fundamentals look ok to me and I like the model.

[jtcod] 05/4/2018 12:14

I was reading that last night chestnuts. If Boris has lied, well should we be surprised given his form in the Brexit campaign?

[jtcod] 05/4/2018 12:12

It never surprised me that HSBC was so involved in such matters. Guess who TPL used for their 50 off-shore companies?

Also whilst I am on my soapbox, why would our government allow our banking institutions to deal with say BVI companies when it is impossible to check who the shareholders of those companies are? Oil companies deal with off shore entities all the time but I tried to get this information on one partner company and eventually had to give up. There is no way you can check the shareholders register in BVI even if you have a valid reason to check, like the KYC (Know Your Customer) rules under the Money Laundering act. So how can an oil company fulfil the KYC requirements of the act when they can’t check who they are dealing with?

We make it easy for tax avoidance and fraud by allowing our banks to deal with these jurisdictions.

[chestnuts] 05/4/2018 11:54

Jtc

Have you been following the Russians poisoned story, i reckon that this could bring down the government, they have no evidence what so ever and they accused the Russians.

[jtcod] 05/4/2018 11:43

This story surprises me because I thought all banking jurisdictions (including off shore) had agreed soon after the financial crises that protection for whistle blowers on matters of tax evasion was to be observed by all concerned. Maybe I misunderstood but this story is morally reprehensible imo.http://www.bbc.co.uk/news/world-europe-43653222

[jtcod] 05/4/2018 10:25

Haha I'm sure the wine helped CFC. I should imagine you have done rather well on that holding.

[captainfatcat] 05/4/2018 10:04

They are also developing a taste for Peppa Pig maybe the wine has helped 8-)

"Peppa Pig's expansion into Asia has boosted earnings in Entertainment One's family division by 50% in the 12 months to 31 March, compared with the previous year."

[jtcod] 05/4/2018 09:40

China appear to be getting a taste for wine. Australia's wine makers increased sales to China by 63% last year. Woah!http://www.bbc.co.uk/news/business-43650735

[jtcod] 05/4/2018 09:35

I agree chestnuts.

[chestnuts] 05/4/2018 08:49

What a waste of cars,

[jtcod] 05/4/2018 07:38

Here's another example of US consumer protectionhttps://www.driving.co.uk/news/mind-blowing-video-shows-volkswagen-dieselgate-graveyard-cars/In the UK consumers had to take it on the chin. Just the same as investors who are defrauded in the UK. No protection whilst in the US they normally receive compensation within 18 months. The Enron scandal was settled very quickly by banks in the US and the Financial Crises saw similar speedy reparation for investors. UK consumers are treated like mugs I think.

[jtcod] 05/4/2018 07:28

On the US housing market it’s hardly surprising it’s so vibrant.
1) No Stamp duty
2) A fixed mortgage for 30yrs is easy to arrange. Currently 4.25% with no early redemption penalty. So if rates go down you can swap with no penalty and if they go up you keep it.
3) interest is written off against personal tax on mortgages up to $600k
4) if you go into negative equity you can just hand the keys back to the lender and you owe nothing.
5) any capital gains is tax free

It’s an example of how the consumer is king in the US

[jtcod] 05/4/2018 07:00

Big oil and gas discovery in Bahrainhttps://www.ft.com/content/893d9754-3817-11e8-8eee-e06bde01c544