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   Biotech / MedicalImmunomedics (IMMU) - moderated


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From: erickerickson9/13/2019 8:59:12 AM
2 Recommendations   of 57518
 
People don't learn. There was a message after we added another buck on Wednesday about how that was good. And you awakened the "Gris Gris". Shame shame shame! ;)

I try to not get excited about moves either up or down at this point, we're waiting for

1> resubmission
2> approval

Pretty much everything else is noise.

Just to contradict myself though, I do find it interesting that IMMU didn't slack off after the CRL, they continued full steam ahead. I'm sure they may have trimmed back on some new expenditures, and maybe left some positions open that they would have filled if there were no CRL. And sure, good news for UC will be welcome (and any other study results of course). It's just that until the CRL issues are fixed (and the FDA agrees), I'm not going to get giddy...

Imagine the CRL if Dr. G. were still in charge and we had only had a few months operating expenses in the bank.....

Best,
Erick

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To: Fitzhughlaw who wrote (52479)9/13/2019 10:33:22 AM
From: stockdoc77
1 Recommendation   of 57518
 
On its face, they are certainly making a big deal out of their data as a significant event for investors. Would it be too much to conclude that the data is very good and the numbers large enough to support filing for BTD?

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To: erickerickson who wrote (52480)9/13/2019 11:11:16 AM
From: duwhee
3 Recommendations   of 57518
 
If DrG was still in charge, we'd be out of money. Someone else would own most of 132, but he'd have sold that stake for much less than Behzad got from Royalty.
The share price would be in single digits and he and MsS would still have their beaks stuck deep in the withered carcass.
I need to go bleach my imagination thank you

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To: stockdoc77 who wrote (52481)9/13/2019 11:13:55 AM
From: Fitzhughlaw
1 Recommendation   of 57518
 
Doc, I have to wonder if the company didn't already file for BTD some time ago, and I think that Mr. Ranch once posited that during my period of being banished and wandering in the SI wilderness as The Ronin. MAF

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To: stockdoc77 who wrote (52481)9/13/2019 11:14:29 AM
From: weatherproof
10 Recommendations   of 57518
 
>>Would it be too much to conclude that the data is very good and the numbers large enough to support filing for BTD?<<

No, not too much to ask but I'm hoping IMMU has learned to under-promise and over-deliver. For your reference, when IMMU received BTD for IMMU-132 in the mTNBC indication, there were 60 patients enrolled in that ph. II. That was the first part of the Simon Two-Stage Analysis. The FDA next asked for another 40, or so, patients which got us to a bit over 100, on which the BLA was based. It is also worthy of note that the BTD for those 60 patients (58 evaluable) had a data cutoff of November 10, 2015. Clearly, BTD is but one leg of the run to approval. That said, we do have a lot of data on about 1,000 patients for 132 at this point, so I want to believe things will move along at a quicker pace. What's holding things up on the BTD front, I imagine, is the more recently ongoing recruitment of post-CPI patients in the UTC indication.

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From: Dietman9/13/2019 11:22:08 AM
   of 57518
 
I’ve Been optimistic through these last 12 months or so but this little respite has helped my psyche. Does that count as Gris Gris?

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To: Dietman who wrote (52485)9/13/2019 11:34:46 AM
From: erippetoe
1 Recommendation   of 57518
 
Only if the stock price drops ??

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To: Fitzhughlaw who wrote (52483)9/13/2019 12:26:26 PM
From: CelebrityEquity
   of 57518
 

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To: Dietman who wrote (52485)9/13/2019 4:08:19 PM
From: weatherproof
3 Recommendations   of 57518
 
>>I’ve Been optimistic through these last 12 months or so but this little respite has helped my psyche. Does that count as Gris Gris?<<

I think there's this reverse-polarity, leapshit thing that happens on every Friday the 13th which neutralizes the gris-gris. But I wouldn't push my luck.

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From: IMMU TX9/13/2019 4:34:50 PM
1 Recommendation   of 57518
 
Just 32 more weeks like this and I, along with most long timers on this board, can retire in the style we all so richly deserve.

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