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Maidit308,
You say
‘ the way it sound to me is that P2 / P3 will run alongside each other at the same time‘
It’s completely in contradiction to what the RNS states …
They do the first part of the study ( P2 dosing ) then after choosing the ´ new dosing level ‘ they go straight into the P3 part of the trial if the interim results are satisfactory
One after the other is not running alongside !
Draye ,
It’s quite impossible to give any guidance on P3 readouts at this stage , as we don’t even have a start date for the P2 part … 2024 maybe for the P2 part but probably late 2025/ early 2026 for the P3 results , imo but we will have to wait and see the protocol before being more precise….
Best of luck to the patient
Cauldstream7,
My point was that there are 2 approved drugs on the market already and not just 1 …
Like all drugs , they have potential side effects and therefore are not suitable for some Lupus sufferers.
There is always room for Lupuzor on the market but it is still years away from any potential approval so no point talking about ´ market potential ´ until /when /if we cross that line , imo
Lordloadsoflolly,
I would imagine that the small financial upfront would be enough to pay some PhD student in Bordeaux for a year ( mid 5 digit sum ) imo bwtfdik
Anyway , it’s an interesting collaboration that could have been milked more by IMM if they so wished, imo. ( that is an anomaly and should be noted :-)
Lordloadsoflolly,
Whilst I agree to a lot of what you are saying , there are multiple positives in this RNS , imo
1). I appreciate the tone of this RNS which is factual and to the point ( No blatant ramping from Tim and they specified that it was a small financial upfront )
2). The collaboration is with Top class teams ( French Govt backed Orano and we can also highlight the CNRS behind the team in Lyon …
Whilst the collaboration may or not yield positive results , it’s good to see that IMM has still got a lot of backing in France !
But everyone to their own points of view as per usual
Trek,
We all know that IQAI are a software company that has no experience to do a clinical trial in cancer patients . This comes across as ´ window dressing’ to me … come and buy me out big pharma , seems to be Trevor’s objective, but in what timeframe ?
Only the ST holders are focused on the SP …
The SP does not reflect the potential is all one can say at the moment, imo
But things can change very quickly or very slowly , one just has to follow one’s convictions :-)
Radar,
Hope is for those that don’t have convictions after doing some solid research …
If one is relying on Hope to make money on the markets well chances are one will lose their shirts ..
Research =convictions =patience , gives one better odds , imo
If you are relying on major revenue from distributing Avion’s products , you should read up on the initial project , which is on a named person’s basis ….( to begin with ) …
Link
https://www.proactiveinvestors.co.uk/companies/news/1000014/immupharma-may-broaden-its-collaboration-with-us-partner-avion-1000014.html
Could we get an update on the CIPD program next ?
It could be possible that Tim pulls this rabbit from his hat , and hopefully with a European backer this time around ??
Let’s wait and see ….
Ps extract
In addition to lupus, there is a planned Phase 2a/3 pivotal trial in chronic inflammatory demyelinating polyneuropathy ("CIDP")