Det verkar blåsa medvind för IMNP nu.
Riktkurser på 1-3.5 dollars ($9 enligt Seekingalpha)
Från Smarter Analys, target $3:
"Immune Pharmaceuticals Inc
Analyst Vernon Bernardino was out pounding the table on Immune Pharmaceuticals Inc (NASDAQ:IMNP), reiterating an Outperform rating and price target of $3.00, which implies an upside of 747.5% from current levels.
Bernardino wrote, “We think IMNP is currently undervalued when considering the collective value of its clinical-stage assets. Following Jazz Pharmaceuticals’ (JAZZ) recent announcement of its $1.5B acquisition of Celator Pharmaceuticals (CPXX) for Vyxeos, the latter’s Phase III stage product candidate for acute myeloid leukemia (AML), we particularly think Ceplene, an IMNP asset already approved in the EU and Israel as a treatment for maintenance of complete response (CR) in patients with AML, alone is undervalued.”
“We believe that Ceplene’s value has been overlooked, and we regard finalizing the design of a U.S. pivotal trial with the FDA as a catalyst that could be positive for IMNP stock later this year,” the analyst added
As of this writing, all the 3 analysts polled by TipRanks rate Immune Pharmaceuticals stock a Buy. With a return potential of 889%, the stock’s consensus target price stands at $3.50"
Stockticktock:
http://www.stockticktock.com/immune-...timates/35968/
8 insiders ökar stabilt sina innehav:
http://www.immunepharma.com/investor...n/sec-filings/
Seekingalpha analys (sticker ut hakan ordentligt med $9):
"Immune is currently engaging partners for a Phase 3 study with AmiKet in PHN.
We see a number of catalysts coming in the next few months. We believe IMNP shares are under-valued. Our target is $9 per share."
Volymerna ökar dessutom enormt.
Allmän trevlig läsning:
citat
"JN: Immune Pharmaceuticals Inc. (IMNP:NASDAQ) has been under some heavy selling pressure of late. Its market cap is down to about $22M, and I think that's because investors are frustrated with the lack of progress. The company spent the better part of last year working through quality issues with manufacturing of its lead product, a fully-human monoclonal antibody called bertilimumab, which is a highly specific inhibitor of eotaxin-1, a protein that plays an important role in the inflammatory cascade. These quality issues really took the wind out of the company's sails, but now it's back. It has solved the problems and is in Phase 2 for an orphan disease called bullous pemphigoid, a blistering skin disease, and for ulcerative colitis, an inflammatory bowel disease. This company could be worth magnitudes over what the market is valuing the stock at now.
TLSR: Again, we're talking about a company in the low micro-cap range. How does this stock get recognized and bid up when it's so small?
JN: It's not just money managers that bid up the price. The big drug companies are also a powerful force in the small-cap arena. I think Immune Pharmaceuticals will be squarely on the radar of the big pharmas, which are looking at these indications. Orphan diseases are very attractive, and ulcerative colitis is an enormous market"
"JP: Immune Pharmaceuticals Inc. (IMNP:NASDAQ) is in the same category from the micro-cap standpoint, since clinical data are going to drive this company.
Immune Pharmaceuticals has several products in its pipeline, but the lead driver, in my belief, is bertilimumab, a fully human antibody that targets a protein called eotaxin-1, which plays an important role in inflammation. Looking at the history of this target—and what's so interesting here—is that just a few years ago eotaxin-1 was considered to be a biomarker of inflammation, or levels of inflammation. It turns out to be a therapeutic target as well, and the more severe the inflammation, depending on the disease indication, the more eotaxin-1 is present. This is positive for bertilimumab because it basically gives more target for the drug.
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"There has been a bit of avoidance in getting the generalists back into this market due to the continuing volatility."
The company is looking at three different indications right now, one of which I think will also have the potential for significantly increased visibility: atopic dermatitis. The presence of eotaxin-1 is part of that disorder. The increasing visibility on atopic dermatitis is because of the recent success of Regeneron Pharmaceuticals Inc. (REGN:NASDAQ) antibody dupilumab. I also cover Regeneron, and we have it rated a Buy. Dupilumab has breakthrough drug designation from the FDA, and it just demonstrated very nice, positive Phase 3 data. Regeneron will be filing for approval in Q3/16. The increase in visibility from Regeneron and dupilumab on atopic dermatitis could have a positive translational effect on Immune Pharmaceuticals' bertilimumab.
Immune Pharmaceuticals' other lead indications, also inflammatory diseases, are an orphan skin disorder called bullous pemphigoid, and a much larger indication in ulcerative colitis. Both of these studies are ongoing. We could see data by the end of 2016, and that's what it will take to attract investors—beginning with the healthcare-focused investors. In this sense, waiting for data, Immune Pharmaceuticals fits into the same category as Rexahn. But again, we do have strong preclinical model data."
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