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Northland Capital Partners View on the City - ImmuPharma PLC

IMMUPHARMA (LON:IMM)

SECTOR – HEALTHCARE

RATING – BUY*

MARKET CAP – £75m

CURRENT PRICE – 56p

TARGET PRICE – 171p

COMPANY DESCRIPTION

ImmuPharma PLC is a late clinical stage drug development business specialising in the area of autoimmune disease.

Lupuzor trial update

NORTHLAND VIEW

 ImmuPharma issued an update on its pivotal 52-week, randomised, double-blinded, Phase 3 clinical trial of Lupuzor™, its lead programme for the potential treatment of Lupus. Key highlights included:

 All 200 patients have passed the 3 months stage

 Over 80% of patients (166) have passed the 6 months stage

 49 patients have passed the 9 months stage

 28 patients have passed the full 12 months of the study

 The study to date supports Lupuzor™'s robust safety profile

 Top line results remain on track to be reported in Q1 2018

Lupuzor continues to progress well through its pivotal Phase 3 trial. All 200 patients have now passed the three months stage. Importantly, 80% of patients have had exposure to Lupuzor™ for over six months and the drug continues to maintain an excellent safety profile. Finally, the study is on track to report top line results in Q1 2018. We continue to believe that ImmuPharma is grossly undervalued: should Lupuzor be approved, we estimate it could achieve multi-billion dollar annual sales.

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