Immune Pharmaceuticals Inc (fka IMNPQ)

[guchu]

The reason i am excited about imnp.


What Is Immune Pharma Doing With Ceplene?
Last week, shares of Immune Pharmaceuticals (IMNP) spiked in response to Jazz Pharma's acquisition of Celator Pharma for $1.5 billion. Celator is developing VYXEOS™, a liposome injection of cytarabine + daunorubicin for patients with high-risk (secondary) acute myeloid leukemia (AML). Back in March 2016, Celator announced Phase 3 data showing its formulation to be vastly superior to the standard of care regimen of cytarabine + daunorubicin, known as "7+3". In my opinion, VYXEOS will become the new standard of care for induction therapy in patients with high-risk AML. Jazz's take-out of Celator at nearly 100% premium has brought significant investor interest to the AML space.

Over the past few months, Immune has been highlighting new analyses of data with Ceplene® hinting at a potential path forward for the drug. Ceplene (histamine dihydrochloride) is administered in conjunction with low dose interleukin-2 (IL-2) for maintenance of remission in patients with AML following successful induction therapy. In theory, these are patients (or future patients) that achieve complete remission (CR) using VYXEOS but are ineligible for a "curative" bone marrow transplant (BMT) or still considered high-risk for relapse post-consolidation or post-BMT.

Investors briefly turned their enthusiasm for AML stocks to Immune early last week. Whether or not the spike in Immune Pharma shares was warranted is the subject of an article on Seeking-Alpha by Tom Mathies (see article HERE). In short, the author does not believe Ceplene has a viable future. However, I've studied some of the recent data that Immune has presented, including a new post hoc analysis from the Phase 3 trial and new data biomarker response analysis presented at the American Association for Cancer Research (AACR) Annual Meeting in April 2016, and I think there are some key points worth mentioning about Immune's Ceplene strategy.

http://www.bionapcfa.com/2016/06/what-is-immune-pharma-doing-with-ceplene.html