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   Biotech / MedicalImmunomedics (IMMU) - moderated


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To: erickerickson who wrote (52480)9/13/2019 11:11:16 AM
From: duwhee
3 Recommendations   of 53792
 
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 53792
 
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 53792
 
>>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 53792
 
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 53792
 
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 53792
 

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To: Dietman who wrote (52485)9/13/2019 4:08:19 PM
From: weatherproof
3 Recommendations   of 53792
 
>>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 53792
 
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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To: Fitzhughlaw who wrote (52479)9/13/2019 5:35:16 PM
From: Strongbio
   of 53792
 
My guess is that the results are good enough to support the big pharma requirements to buy immu out and that will be announced sept 28 in the cc. It's just my opinion.

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From: EagleRare9/13/2019 7:15:56 PM
1 Recommendation   of 53792
 
Just as long as there are no more train pictures, I think we'll be O.K.

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