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   Biotech / MedicalImmunomedics (IMMU) - moderated


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To: stockdoc77 who wrote (52481)9/13/2019 11:14:29 AM
From: weatherproof
10 Recommendations   of 57512
 
>>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 57512
 
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 57512
 
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 57512
 

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To: Dietman who wrote (52485)9/13/2019 4:08:19 PM
From: weatherproof
3 Recommendations   of 57512
 
>>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 57512
 
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 57512
 
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 57512
 
Just as long as there are no more train pictures, I think we'll be O.K.

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To: weatherproof who wrote (52488)9/13/2019 7:43:52 PM
From: Dietman
   of 57512
 
Whew... dodged that bullet

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From: bobbseytwins20019/14/2019 3:04:11 PM
12 Recommendations   of 57512
 
While a certain discriminating group on this board have been analyzing, agonizing, criticizing, second guessing, and interpreting every move by IMMU management, and imploring and demanding "execution" from Behzad, behind the scenes institutions of all sizes and disciplines have quietly accumulated 192,536,896 shares or 100.52% of the outstanding IMMU shares. [Latest data from fintel ... Google Immunomedics institutional holdings, scroll down to fintel]. Add to that 10-20 million shares held by insiders including Dave Goldenberg, who is still mostly holding, and you come up with about 110% of the outstanding shares. Obviously, even with some short covering last week shorts have still borrowed or are naked 35 million shares plus or minus. Of course we have heard from pundits here that institutions and insiders know little about how all this stock stuff works and are frequently wrong, but still it is interesting that they would be accumulating now going into a perceived make or break event i.e. the resubmission, seemingly with nearly reckless abandon. Can anyone imagine what might happen if the biotechs strengthen or good IMMU news breaks out? What if another large buyer shows up? Will their big orders be filled by market makers, the public, profit takers? More shorts?

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