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Biotech / Medical : Immunomedics (IMMU) - moderated
IMMU 16.59-2.7%Sep 20 12:00 AM EDT

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From: Renmanco9/11/2019 3:11:55 PM
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If 132 truly can be shown to be a platform therapy, then the opportunities could be boundless....once again. It'd be really something if we can take 132 well beyond mTNBC and into other indications, either alone or with partners, a few of whom are already onboard working with IMMU on other indications, extensions, etc., etc.

That, to me, remains the greatest opportunity in the long run.

For now, like many here have said, it's all about execution. Let's hope the re-submission is flawlessly executed and see where we go from there.

If the platform can be shown to be expandable into multiple arms, then the quick sale also goes away as valuation will go up dramatically and well beyond what could be obtained in the near-term.

We'll see if Dr. B wants to play quick deal maker or act more like the Baker Brothers with their long-standing relationship with SGEN.
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