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Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
Posts SubjectMarks Bans Symbol SI Sentiment
55346 318 14 IMMU ★★★★ (Buy)
Emcee:  idahoranch1 Type:  Moderated
Welcome to the troll-free, moderated message board for Immunomedics (IMMU).

IMMU is in a very exciting phase, one that promises real benefits for patients.

As far as the company is concerned:
- the new management (aka Gold for the proxy ballot color) is delivering on the stated plan
- the BLA for TNBC has been accepted by the FDA, target action date is January 18, 2019.
- there are other possible indications for Sacituzumab Govitecan (IMMU-132).
- the share price has enjoyed a very nice run-up since January 2017
- for the first time in a long time there's quite a bit of cash in the bank
- IMMU is building out staff, the expectation is that sales cycles start in late 2018/early 2019.

The above doesn't include other drug candidates, possible partnerships and the like. With the above in mind, here are links to a few posts, resources, and sites you might want to peruse:

- IMMU's status:
-- Company website:
-- News release about BLA for TNBC being accepted:
-- Staff build-out:
-- Company goal (stand-alone biopharma): Msg # 46214
-- Other irons in the fire besides TNBC: Msg # 45237
-- BLA approval timeline is Q1, 2019.

- Thoughts on this year's ASCO presentation (June 3, 2018):
-- Msg # 45911
-- Msg # 45929

- Buyout rumors and why they're almost, but not quite totally, a waste of electrons: Msg # 46157

Etiquette:

This board is moderated, meaning the moderator (me) can stop people from posting here if they violate our norms. What are "our norms"? Well, be adult, play nice about sums it up. There are three responses I encourage for keeping the discussion civil and useful when you encounter a post that annoys you. In order of preference:

1> report a ToU violation to the SI admins via the link at the bottom of each post, they're good at dealing with problems.

2> send the person who posted a private message and work it out. Privately.

3> send me a private message. Wait a couple of days before doing so please, I'll usually see the message in that time frame and act (or not).

4> stay focused on IMMU and leave politics out of it, even by inference. There are numerous forums you can spend as much time expounding on your favorite "why (insert favorite hot-button) is evil", we don't need to reiterate all that here.

5> do not engage in discussions about poster's motivations, etc. First of all, it's unprovable. Second I'd rather not wade through the inevitable pointless back-and-forth over something that'll never be settled anyway.

This board provides a forum for honest, civilized and friendly conversation. It is not a vehicle for spam or hidden agendas. New posters are not only welcome but are an important way to bring additional information and insights to the board. Over the years new posters have been welcomed into the group and have helped make the board successful. However, if you’re a new poster it is especially important to be sure that material assertions, be they pro or con, are thoughtful and supportable. While all posters must abide by the TOU, leeway can and will be granted to long-time posters who have made substantive contributions to the board and whose credibility has been established.



Please consider becoming a paid member. The SI admins do a very good job at keeping this board useful/fun. If you derive value from this forum, then SI deserves your support!

Finally, we all have internet connections and the like, please just skip all the breathless "It's up/down $X.Y in the first hour!" posts. Short-term price moves are generally noise anyway absent major news so we can wait until the evening to discuss price moves if we discuss them at all.

Again, welcome! I think you'll find this a place to learn about and contribute to others' understanding of IMMU and its prospects.

Best,
Erick
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ReplyMessage PreviewFromRecsPosted
55346I would never suggest that anyone do anything he/ she deemed not in their best iRenmanco-16 minutes ago
55345Still interested in what X equalsEMU2-45 minutes ago
55344And we wouldn't discourage anyone from cashing out for less during the next EMU2-59 minutes ago
55343My point was more that I'm sure the question came up before he signed on, anduwhee-an hour ago
55342Well that didn't take long for a "lets say" deal for Behzad to offEMU2-an hour ago
55341>>Where's weather?<< Still here. Congrats to all who held on. weatherproof-an hour ago
55340Thanks....At this point, unless someone shows up (suddenly) with bushels of moneRenmanco-2 hours ago
55339Lets say Behzad told him that if the company gets sold within a year he gets $20duwhee-2 hours ago
55338Ren, Good point about Behzad and his new CEO discussing the potential pathwaysEMU213 hours ago
55337We've all seen the movie trailer where the grizzled old Doc heads to the labduwhee-3 hours ago
55336It wouldn't be the first time a drug was invented before the disease was disduwhee-3 hours ago
55335Stockdoc, are you seeing major issues with poor circulation to the hands and feeplhky3465-5 hours ago
55334As a very safe antibody and one that research has shown to “downregulate” B cellidahoranch135 hours ago
55333WELLSFARGO: Immunomedics (NASDAQ:IMMU) from an equal weight rating to an overweigonnahappensoon-8 hours ago
55332Speaking of the CEO. I simply cannot believe that any person with this guy'sRenmanco38 hours ago
55331> I hold out hope that one of these works. Wanna try some leftover epratuzumli3511412 AM
55330So, the casual infection as safe isn’t something to count on.Stanley Lake 92-yesterday
55329Traveled from overseas, England I believe, and is currently in isolation.dorightbythem1yesterday
55328Compelling Sacituzumab Govitecan Data in mTNBC Add to FDA Approval Hopes Nicholedorightbythem8yesterday
55327There is obviously variation in how seriously the virus affects different peoplestockdoc772yesterday
55326oops.. mis read.. he starts on the 16th! Thank you everybody for your contributJJINV-yesterday
55325Stockdoc I'm sort of agnostic on this front. I'd expect a buyout, but allatwwk2yesterday
55324I really hope he gets to start off with an approved 132. If for some reason FDA idahoranch16yesterday
55323Re covid 19. Here is a link to a story I heard on German news. technologyreviekdd999-yesterday
55322You’re right; good point.sysiphus-yesterday
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