worth repeating Northland's recommendation which succinctly states the potential here.
We initiate coverage for ImmuPharma plc (LON:IMM) * Blockbuster potential: We expect Lupuzor could achieve multi-billion dollar annual sales as a potential treatment for Lupus. The drug has also recently shown promise in several other major chronic inflammatory indications. * Unmet medical need: Lupus is a chronic inflammatory disease which is thought to affect some 5 million individuals worldwide. Existing treatments offer marginal efficacy while leading to significant side-effects. * Strong regulatory position: Lupuzor has received Fast-Track and Special Protocol Assessment designations from the US Food and Drug Administration. * Valuation: Our DCF model indicates a fair value of 171p/share, at which we set our Target Price NORTHLAND CAPITAL PARTNERS VIEW: ImmuPharma plc is grossly undervalued. The company’s flagship drug, Lupuzor—a potential treatment for Lupus—is currently completing a Phase 3 clinical trial which is expected to read-out top line results before the end of 2017. The drug has been looked upon favourably by US regulators, which have deemed it a priority treatment. Should the drug be approved, we estimate it could achieve multi-billion dollar annual sales. We initiate coverage indicating substantial upside to the current share price.
I think we can also take from this that the patient's on the successful phase IIA trial carried on taking Lupuzor for a number of years. As is usual with clinical trials. The data from them will have continued to be collected by the company and the current trial is a repetition of that trial. If there had been any problems or loss of response during this extension of the phase IIA trial then the new trial would have been modified. This gives me more confidence that this trial will be a success.
Even though this was an old article it gives positive feedback on Lupuzor.
The drug administered in her first trial, Lupuzor, worked well. But after three years, the trial ended due to lack of funding. “That was very devastating,” she said. “For me personally, that was the best medication. You’d never have known I was sick.”
To crack into 40s - people having to pay that now to get in. We must not need the UK and italy to complete recruitment, feel like the time is nigh ladies and gentleman. When that drops, watch the scramble and another 50% on sp.
Really hoping we hit the recruitment target, very little going on here, but we all know the potential and not that far away (hopefully!)
Have to agree. I also think that is a point pi's forget. The bod'd don't have to go on PR exercises with the 'bottom feeders'. I would go as far as saying that we are an irritation and a distraction. Any fund raising will be through institutions. Their focus is entirely on the science.
Hunky - if you are asking whether the RNS we've just had was connected to this research then the answer is no. If you are asking whether there will be an RNS then the answer is no again :)
The only reason I posted the link really was to show that whilst it may appear very quiet there is plenty going on in the background. A clearly understood mechanism of action, together with the data from research to back it up is obviously very useful when discussing Lupuzor with any potential partners or regulatory bodies.
thanks boom. Interesting presentation for IMM holders. Muller is obviously held in high regard and her recent award reflects the respect within the industry. Looks as though P140 has become a 'gateway' in the autoimmune field and can see this acting as a springboard for other discoveries. I know that the company has to replicate previous studies but the award and the rhetoric surrounding Lupuzor gives me the impression that everything is stacked in their favour.
From an investor point of view the risk v reward is extremely good and for now the focus should be on an entry price, not what the return would be on a commercial success.
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