|Welcome to the moderated Silicon Investor message board for Immunomedics (IMMU). After watching several other forums degenerate, I decided to start this forum for anyone who values reasonable discussion. I've made it a moderated board so I have some control over whether it stays civil or not...|
Please observe the following courtesies:
> No personal attacks. This includes attributing motives to posters. You know, "you are a pumper", or "you must be short", or..... Such accusations are unprovable in the first place and in the second place contribute nothing to the discussion.
> Please refrain from posts about posts. If you see a post you find obnoxious or that you think violates the TOU, just report a TOU violation to the SI admins by clicking the link near the bottom. The SI admins have been doing a great job of removing all traces of posters who violate the spirit of SI TOU (see below). Responding only encourages more of the same as well as decreasing the signal-to-noise ratio.
> We very much value differing viewpoints. Feel free to disagree with someone all you want. Just do so civilly.
Again, welcome! I think you'll find this a fine place to learn about and contribute to others' understanding of IMMU and its prospects.
This board gets a lot of posts. In an effort to add some organization, I'm trying to collect posts that may be particularly useful in lists, by topic here. If you have posts you'd particularly like to see added, please feel free to ping me. I'm not claiming to be exhaustive, so any help is appreciated.
This is very much a work in progress, I expect it to change reasonably regularly. I'm hoping that since I've finally gotten off my duff and started this that we'll get more fodder for this list that I'll add.
Some topics that I'd like to include if someone will be kind enough to write them up or point me to existing posts...
IMMU cash position, burn rate, when they'll have to get more money and where it may come from.
IMMU current pipeline status.
Stockdoc77 put together a series of posts for Due Dilligence over on the Yahoo message board in early October, 2010. He wanted to share them with this board. I love it. He does all the hard work and all I have to do is cut-n-paste. Here they are:
11903, 11904, 11905, 11906, 11907, 11908, 11909, 11910, 11911, 11912
li3511 has some replies to the above, see them here:
11927, 11928, 11930, 11931,
And some additional discussion follows...
Idahoranch1 has been in IMMU for a long time. Here are his posts on
Veltuzumab (CD20, potentially many autoimmune indications)
7953, 7954, 7955, 7956, 7957, 7958
hPAM4 (Pancreatic Cancer candidate)
Moness Crespi Hardt analyst Avik Roy did what Stockdoc77 thinks is a hatchet job on IMMU/UCBs Emab candidate for SLE. See posts
8005, 8007, 8009, 8027, 8028, 8039, 8040, 8041, 8048
IMMU presents some interesting options possibilities from time to time. Here are a few posts from LI3511 outlining some options strategies.
6977, 7142, 7775
Some Epratuzumab history from IdahoRanch
9326, 9327, 9328