Venture Life Share Discussion Threads

[mattjos] 15/2/2018 19:26

having rather a purple patch just now

[toptrump1] 15/2/2018 11:52

That stock has been pumped up all over the internet. Expect it to crash once the expected news isn't that great

[hottingup] 15/2/2018 10:03

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.

[redartbmud] 15/2/2018 09:36

Rws making a comeback.
At least one out of my three BTFD's is now performing as instructed.

red

[redartbmud] 15/2/2018 08:40

Interest is a very interesting issue.
During the period of low interest rates many businesses loaded up on debt. They will come to rue the day now that rates are on the upward turn.
Companies with cash on the balance sheet, good and progressive dividend cover, and positive free cash flow are going to be top of the pile.
Those that have spent heavily on buying back shares whilst using increased debt, to fund the exercise, are amongst the most vulnerable.
Utilities that are now effectively off balance sheet government assets with huge and increasing debt piles will massively under-perform in the short/medium term. They are expected to grow infrastructure and, at the same time, meet the tightening criteria of the regulator. In addition they have to provide social funding to heavily subsidise the members of the public who cannot, or just will not, pay for the services that they receive.

red

[gsbmba99] 15/2/2018 08:25

On JIM, I'm sure the market will focus on the cautionary words. I think it's worth pointing out that according to my calcs, net interest margin dropped again in 2017 to 180bps from 190bps. At 30 Jun, cash was +16% YoY but that translated to only 10% YoY interest income growth. The coiled spring that is interest income was wound just a little tighter in 2017.

[redartbmud] 15/2/2018 08:19

janeann

Jim has never even been on my radar.
I don't do employment agencies or financial services providers.
The sectors in which they operate are too fraught will potential banana skins.
They are either stellar or at the bottom of the sea, nothing in-between.


red

[janeann] 15/2/2018 08:11

JIM - well if the statement was designed to have punters running for the door it has had the desired effect. Do you still hold red? The 5p is small change cf the drop this am.

[redartbmud] 15/2/2018 08:01

lasatt

If amazon paid its' workers, instead of the other way round, then the results would be vastly different.

red

[redartbmud] 15/2/2018 07:59

How do we get the board back to portrait from landscape?
The text is stretching out of the living room window now:-(

red

[apad] 15/2/2018 07:36

JIM (on my watchlist) rns is worth a read!
apad😎

[redartbmud] 14/2/2018 17:45

janeann

Yes it was an Rns, late afternoon. You can pick it up via Investegate.

Ltg will come good.
I don't buy this institutional demand malarky.
The broker's corporate dep't rings around the institutions and asks if they are interested, how many and what price. It doesn't take long to build a book.

red

[janeann] 14/2/2018 16:41

pps for apads benefit (thanks to spud)

[janeann] 14/2/2018 16:01

Thanks red - hadn't seen it and its not via an rns tho. I assume to be rnsable it has to be earnings enhancing or something or prsms robits aren't awake.

Yes on a sort of roll with acso racing away and my last years entry SPE performing stunningly; just pity I exchanged it for LTG as an entry this year!


ps not sure I like the idea of disrupting customer interactions tho - seems a funny choice of words
We’re seeing expanding implementations of our Digital Workforce solution in the financial services sector from organizations looking to disrupt and drive more meaningful customer interactions,” said Alastair Bathgate, CEO, Blue Prism. “More companies are harnessing the power of automation to facilitate secure and compliant transactions while also freeing up human capital that can focus on delivering innovative, new services and improving the overall customer experience

[redartbmud] 14/2/2018 15:26

Good news keeps coming for janeann:

Mashreq Bank Selects Blue Prism to Drive Innova...

UAE's leading bank adopts Blue Prism's Digital Workforce to transform business operations while increasing customer satisfaction.

red

[redartbmud] 14/2/2018 15:01

My strategy on Bree and Vod is in tatters:-(

red

[apad] 14/2/2018 14:09

...also RSW's technology cost is as of nothing if you switched to another system and it went wrong.

apad😎

[redartbmud] 14/2/2018 11:47

MJ

Thanks.
Management is the No.1 on my list when looking at businesses.
Many good businesses have been ruined by bad management. Some make a feature of incompetence, or so it seems.
A classic study in the management of innovation is Rsw.
For now, the share price is well off all time highs, as the market is unsure about recent management changes. Odd, they would want to know about, and see, a seamless succession plan to McMurtry. Now it has happened, they have marked down the share price!
Had I been involved in the PR Dep't, I would have appointed Will Lee as CEO designate for a year before the switch, but PR isn't on their agenda when it comes to communication with the markets.
Rsw is good at developing new products, persuading customers to switch to them, from existing Rsw technology, and then further enhancing the equipment in use so that the customer upgrades. Keeps them away from the competition.
It has been interesting to watch the growth. They acquire space then grow into it!
Not a bad model.

red

[melton john] 14/2/2018 11:15

https://www.webpagefx.com/blog/web-design/the-history-of-the-internet-in-a-nutshell/This contains a map of the Internet circa 1977 showing the location and types of computer. Lots of PDP11 made by a company called Digital Equipment which became the no2 computer company worth billions only to almost go bust 20 yrs later and be bought by Compaq. A case study in bad management and missed opportunities including the first search engine for the Internet.

[redartbmud] 14/2/2018 10:57

MJ

Thanks for the clarification. ie. Made it work properly.
Nice to know that it was someone from the UK who put the yoodles straight:-)

red

[melton john] 14/2/2018 10:41

Hi Red, to be accurate, Tim Berners-Lee didn't invent the Internet that was an American government defence initiative to get all the Companies and Universities with different computer companies networks talking to each other. That was when TB-L was about 10. He had a lightbulb moment to make the net more user friendly and came up with the WWW which was a common system of Web addresses using mnemonics rather than the previous long complicated system. Imagine Yellow Pages and STD dialling and the difference that made to phone use.

[apad] 14/2/2018 09:41

Turned it into yoodle chocolate. There was a campaign about the Cadbury easter eggs - those little jobies.

J, I'm sure you know them much better than wot I do - I remember thinking the TE2 acquisition looked to be margin diluting, cruise ships? Probably totally wrong, 'cos the management have proved their worth.

Making £163 profit on ARC, j :-)

CPC is below the initial price - tempting. It'd be nice to have another pubco.

apad😎

[janeann] 14/2/2018 09:10

cadburys - think you may find they have stuck a lot more vanilla in it!