Member Info for saxonaxe

My buy not showing yet. Last top up for me before the new year! Merry Christmas to you all

id be interested to hear your view on what the uk has to trade...i do however agree with the rest of your post..

Haven’t lost a bean. Traded a little up to 1.90 to leverage but have a good core holding circa 30 so no worries for me. Will be looking to add when funds become available. I would like to see tm put some skin in the game, but all the others have plenty in so happy days

He thinks he’s a guru in this field and investing, and he has a few arse kickers on here who bolster his ego. I am now going to filter it as it goes round in circles and cannot see that this time momentum has turned. Imm are not alone and Avion are no mugs..

Here we go again!!!! What’s your issue with this Co??? Pick up the phone and ask them yourself!!!instead of trying to put out a bad vibe, thinking you are being “contrarian” when all you have to do is call Lisa! I’m sure she will put u right!!

hope you are not trying to influence or put your derampin hat back on again loooopy!

Taxi for nolupus!

my 10k buy went through as a sell...

my 30k order not showing yet

Halfbutt it’s not question time, it’s a forum for companies to put forward a viewpoint, take it or leave it. I found it interesting as I do believe that the AZ results give IMM a new reference point, and maybe there is a company interested, who knows..there is no doubt that there has been some interesting purchases over the last 3 weeks

There was a lot of mention of a partnership. you may also need to to see the follow up pdf from him. who knows. maybe a specific significant end point will take less time to evaluate given the data available from AZ
its more +ve than its been for a while, and i note that you include yourself in the where do we go from here, is it an assumption that you are now on board?

https://www.proactiveinvestors.co.uk/companies/news/902495/successful-astrazeneca-lupus-study-bodes-well-for-immupharma-s-lupuzor---analyst-902495.html

results end of sept

thanks to a mate for contacting Lisa

looks like KK has been diagnosed with Lupus..unfortunate for her but it will bring more awareness to the world. Hope she speaks to Barbie Manchester.

meanwhile there have been some unusually large trades going through over the last 3 or so weeks, yet nothing from the company. anybody heard anything?

hope that the guys there dont mind me copying this across..

Thanks xxxxxxx. Can you see any visibility of Lupuzor where it might end up in the end? One for the bin or still has some hope in it?
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18 Jun '19 - 20:49 - 34231 of 34232
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xxxxxx - this is a difficult question, especially since I don’t have a crystal ball! I think you need to look at this from a Big Pharma perspective and ask 2 questions 1)What is the cost to run an large 800 patient study in SLE patients, in order to show significant efficacy 2) What are the potential rewards for bringing Lupuzor to market? The answer to the first question, in my estimate, is USD$80 million (rounded up to $100 million once you consider regulatory costs). For the second question, I am more pessimistic and think that Lupuzor, if approved, can generate revenue of $2 billion over a 10 year period (or perhaps $1 billion in profits). So, the overall question is whether you would invest $100 million, in order to deliver USD $1 billion in profits, if the probability of success of the Ph 3 trial you run is about 50%. This is an overly simplistic way of looking at it, because sales revenues will grow over a 10-year period, and there are various ways to provide better estimates eg net present value (NPV), discounted cash flows, etc. You can see how if any of these estimates change - the overall equation will change. Example, if you think that Lupuzor can deliver annual revenues of $400 million ($4 billion over 10 years), then suddenly investing $100 million for this potential return looks very attractive. So, in summary, I think some companies may look at Lupuzor closely and conduct their due diligence on whether to partner with Immupharma. My personal opinion that GSK, who already have Belimumab, will be one of these companies. Bear in mind also that Immupharma will probably want 20% royalty fees on the profits, for being owners of Lupuzor patent. Finally, disclosure that I have not looked at all the Lupuzor data (including patent expiry), so all the discussions and estimates I have put forward are purely hypothetical scenarios.

Looking good this morning! lets see where this takes us today...

Great post from zala1 on ii hope they don’t me posting here
Dr Malik was being interviewed and responded to the questions he was asked. He has written a very detailed 40 page report on IMM dated May 28th 2019 and available from www.thelifesciencesdivision.com

In that report he explains that the US cohort was not a representative population of anti-dsDNA patients (it was 40%, not 60%) which likely explains the different outcome. In the European cohort the active group demonstrated a very high response rate of 71% which was statistically significant.

As an actual shareholder, i am allowed to be upbeat about my investment, I dont ramp and i provide information and links as and when i find them. I took you off filter briefly as i assumed you were replying to me. back on filter for you!

You never give up do you, doom and gloom when price is suppressed, piss taking when it rises, you are insane and need help. I don’t filter often but you contribute nothing not even a contrarian viewpoint

we are always the last to know scored, but the continued buying bodes well. long way to go reach that 92p target!

I'm wondering if, and its only a small if, that on the continued programme, there were some people with other auto immune as well as lupus, and maybe it highlighted some significant indicator in other areas?