Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
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46705 240 7 IMMU
Emcee:  erickerickson Type:  Moderated

Welcome to the moderated message board for Immunomedics (IMMU). After watching several other forums degenerate, a number of us decided to start this board to get away from the trolls.

IMMU is in a very exciting phase, one that promises real benefits for patients.

As far as the company is concerned:
- the proxy fight is over
- the new management is delivering on the stated plan
- the BLA for TNBC has filed
- there are other possible indications for Sacituzumab Govitecan (IMMU-132).
- the share price has enjoyed a very nice run-up since January 2017
- for the first time in a long time there's quite a bit of cash in the bank
- IMMU is building out staff, the expectation is that sales cycles start in late 2018

The above doesn't include other drug candidates, possible partnerships and the like. With the above in mind, here are links to a few posts, resources, and sites you might want to peruse:

- IMMU's status:
-- Company website:
-- Staff build-out:
-- Company goal (stand-alone biopharma): Msg # 46214
-- Other irons in the fire besides TNBC: Msg # 45237
-- BLA filing process, particularly why 60 days after filing is such an important date: Msg # 46019

- Thoughts on this year's ASCO presentation (June 3, 2018):
-- Msg # 45911
-- Msg # 45929

- Buyout rumors and why they're almost, but not quite totally, a waste of electrons: Msg # 46157


This board is moderated, meaning the moderator (me) can stop people from posting here if they violate our norms. What are "our norms"? Well, be adult, play nice about sums it up. There are three responses I encourage for keeping the discussion civil and useful:

1> report a ToU violation to the SI admins via the link at the bottom of each post, they're good at dealing with problems.

2> send the person who posted a private message and work it out. Privately.

3> send me a private message. Wait a couple of days before doing so please, I'll usually see the message in that time frame and act (or not).

We strongly discourage any public discussion about poster's motivations, etc.

Please consider becoming a paid member. The SI admins do a very good job at keeping this board useful/fun. If you derive value from this forum, then SI deserves your support!

Finally, we all have internet connections and the like, please just skip all the breathless "It's up/down $X.Y in the first hour!" posts. We generally find it un-helpful to speculate on short-term price moves, let's just wait for all that until after the market closes.

Again, welcome! I think you'll find this a place to learn about and contribute to others' understanding of IMMU and its prospects.

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ReplyMessage PreviewFromRecsPosted
46705SEC Form 8-K dorightbythem-51 minutes ago
46704Good call on the volume. I thought we would reverse a bit more late.Stanley Lake 92-4 hours ago
46703Expect about 3.5 million shares to trade at the close today as the Russell indicidahoranch189 hours ago
46702 OT. Save the trip. Obviously Fitz has never been in a position to cash in bottlwatchmymovement111 AM
46701Phil, Looks like it varies quite a bit year to year. See New FDA Drug Approvalerippetoe-11 AM
46700I'm in California and we only get a nickel, but after studying at the Doc Scduwhee310 AM
46699Does anyone know what percentage of BLA's that are accepted by the FDA for Aplhky3465-10 AM
46698JB, how goes the recycling effort today? I hope you're out there gathering Fitzhughlaw610 AM
46697I would personally define “World Leader” in terms of market share... We still haSmoke Reader27 AM
46696I should probably wait a few months, but I will resubmit the same question from ghettogoulash14 AM
46695From Barron's " Inside Scoop" column Immunomedics Chairman BFitzhughlaw11yesterday
46694Smile and Say "Cheese!" mareainformativa.comCelebrityEquity-yesterday
46693OT: You know, Fitz and Idaho can always have a side biz of making more tin foil recarte2yesterday
46692Honestly, you and your silly superstitions. However, if this is your way of askiFitzhughlaw-yesterday
46691Well that train took us right off the tracks today!!!! Gris Gris!idahoranch12yesterday
46690Thanks for the education. But, if you don't mind, could you please stop posJohnBeach4yesterday
46689Thanks a bunch. I couldn't find it.erippetoe-yesterday
46688See message 45814 (the entity was Scripps) and as per the release, we won't Fitzhughlaw1yesterday
46687Spot on, and it's why the first paragraph of the Company's website that Fitzhughlaw16yesterday
46686Does the agreement we reached with that research facility or university cover alerippetoe-yesterday
46685I want to insert something I've talked about in the past as far as valuing 1idahoranch115yesterday
46684Here's my quick take on Kumar's math at B. Riley, though I'm not surRenmanco-yesterday
46683Good article investagainstcancer.comsogwap114yesterday
46682 Coverage Initiated on Immunotherapy Developer with Phase 3 Lead Asset dorightbythem20Wednesday
46681I think I can get them for free if I start breaking them (unknowingly of course!idahoranch12Wednesday
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