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Biotech / Medical : Immunomedics (IMMU) - moderated
IMMU 17.33+3.6%3:59 PM EDT

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To: KeeptheFaith who wrote (52189)8/23/2019 3:39:26 PM
From: JohnBeach4 Recommendations

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Hmmm, administrative error is pretty thin. The other Daiichi compound, U3-1402, has an abstract, as do most of the other oral presentations. Although there are a few others I found missing abstracts. I don't know enough about these things to come up with a viable theory.

But, it seems to me that the market has assumed the worst, that the 1062 data didn't fall apart. I think it's unlikely that the results could continue their incredible trend. They had 100% response from the 8mg cohort, albeit only 4 patients. Still 4/4 is jaw dropping, especially measured against the increasing effectiveness as they escalated the dose, and they aren't done escalating yet.

But, for perspective, consider the response from the immunotherapy Keytruda. They had nsclc results a year or two ago that stunned - 42% response in treatment naive patients, and 23% in previously treated. Is it really plausible that Daiichi could have a compound that is yielding near 100% response in previously treated patients? I don't think so. There must be a caveat, maybe a safety signal, maybe a quirk in the way these scans are being read. Either way, it's BS that they didn't release the the abstract.
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