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   Biotech / MedicalImmunomedics (IMMU) - moderated


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To: idahoranch1 who wrote (52177)8/21/2019 5:51:38 PM
From: Longtimeinvestor
   of 58472
 
I was thinking the recent sell off this week was due to updated 1062 info today...Just scratched that thought off my list.

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To: Longtimeinvestor who wrote (52178)8/21/2019 6:04:31 PM
From: idahoranch1
2 Recommendations   of 58472
 
I think the last two days are likely the CRL SRPT got from FDA. It was unexpected and at least to me, the reasons seem confusing. There is less confidence in FDA acting rationally by investors than two days ago.

Of course I’ve been on the “not trusting” side for a while now. Logically, our approval should be based on the companies manufacturing facility inspection which I expect has been brought up to and exceeding all that FDA has asked.

The question is, like us the first time around, and SRPT yesterday, is FDA withholding communications on important items from the company that they will then use to issue a CRL? I really don’t think so, but the selling suggests there’s more of a concern since SRPT’s CRL than there was before.

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To: Longtimeinvestor who wrote (52178)8/21/2019 6:07:37 PM
From: JohnBeach
1 Recommendation   of 58472
 
World Lung website says full abstracts release today at 5 pm ET. According to the Daiichi PR it's
Abstract #3854. i can't find the abstract release though.


wclc2019.iaslc.org

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From: EagleRare8/21/2019 7:29:33 PM
   of 58472
 
Here is the link on Daiichi Sankyo releasing their data.

prnewswire.com

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To: EagleRare who wrote (52181)8/21/2019 7:35:06 PM
From: JohnBeach
   of 58472
 
Right but when you go to the World Lung conference website and find presentation MA25.10 (Tuesday 9/10), it says "Abstract not Provided". Strangely, the other presentations have abstracts.

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To: JohnBeach who wrote (52182)8/21/2019 8:31:47 PM
From: mrc758
1 Recommendation   of 58472
 
Even so the abstract deadline was April 10th. I would imagine there would be no new data that wasn't presented at ASCO.

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To: mrc758 who wrote (52183)8/21/2019 9:52:35 PM
From: JohnBeach
2 Recommendations   of 58472
 
Late breaking abstract deadline was july 19. Daiichi said during their last earnings call that they would be providong an update at World Lung.

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To: JohnBeach who wrote (52180)8/22/2019 12:19:35 AM
From: duwhee
1 Recommendation   of 58472
 
I'm just glad the G's are not attending on the IMMU dime.
They'd bask in whatever accolades they could while delivering no return to IMMU on the investment of the trip and then come home with nothing more than the "Hello My Name is:" badge.

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To: EagleRare who wrote (52181)8/22/2019 8:35:50 AM
From: TinfoilHat
10 Recommendations   of 58472
 
To stem the tide by drawing from the ether circuits, the Daiichi data to me is a super positive.

Either we are given a chance to showcase our safety profile vs theirs, and thus a comparison of linker technologies - remember DS1062 had a couple stinkers in prelim data whereas IMMU 132 has been recognized by KOLs to be sufficiently safe to consider combos with PARP inhibitors. An investigator from Harvard started his own trial for heavens sake, that is a strong signal. At ESMO don’t look at efficacy, look at safety of DS1062 to compare with Sacituzumab Govitecan.

Or, the Daichi data is great and we get a boost from having comparable technology. I have seen this countless times in recent weeks.

My reading of the stock price tea leaves is this has been a technical drop to the 13.70 level area to test support, likely stoked by the FDA wildcard. However, Patient advocacy groups will be hellbent if IMMU132 doesn’t get approval at the next go.

Remember, Tecentriq for TNBC got approved in March in the US. Patients who have recently started will need an option soon, and more than 50% are not eligible for tecentriq given lack of PDL1 expression. Patients need options asap, we have one on the shelf. Btw, Gottlieb may have had his thumb on our last application, and he has now been replaced by a guy from the NCI. We are on the glide slope...

Final toke from the ether signals for today: I think doright is Goldenberg and Bobbsy is Bezhad. That’s at least who I picture when each posts, keep up the good work you two.

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To: TinfoilHat who wrote (52186)8/22/2019 11:07:14 AM
From: bobbseytwins2001
3 Recommendations   of 58472
 
Hat, We take your contrast as a true compliment. Wish we were him.

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