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Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
Posts SubjectMarks Bans Symbol SI Sentiment
51042 291 11 IMMU ★★★ (Hold)
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
51042This is the drug ( atezolizumab (Tecentriq) ) that was approved as second line bidahoranch1-42 minutes ago
51041There's lots going on, isn't there? Now, if IMMU could just get the FDA erickerickson-55 minutes ago
51040scott said immu-132 data is as good as atezolizumab (pd1) data which has been apwinners18-an hour ago
51039Couldn't make much out of this Twitter? Any elaboration to a layman would beKaruna1-an hour ago
51038comment twitter.comwinners18-7 hours ago
51037Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Yedorightbythem-1 AM
51036I think an interesting discussion could be had on Institutional ownership >90moochupecabra-yesterday
51035scott tagawa youtube.comwinners183yesterday
51034I got into this issue several year ago after a long stakeholder, upon question, samcat5002yesterday
51033Looks like PII for UC updated today including now at least 140 patients (was apppatlawche117yesterday
51032As a long suffering stockholder trading in and out of this company for over twenIMMU TX12yesterday
51031asco Poster Board: #141b • Abstract TPS3153TROPHY-U-01: A phase II open-label stwinners188yesterday
51030The "huge" short position is tiny compared to institutional holdings aEMU2-yesterday
51029I would not think would go into 2020... they have worked 3 months now on the CJJINV3yesterday
51028Just bought first leg of additional trading shares. Will stairstep more, if needgalt1yesterday
51027then there is the huge short position . Fidelity position encouraging. I have tladyPI-yesterday
51026Speaking of conviction, institutional ownership continues to grow and is currentbobbseytwins20014yesterday
51025AgreeladyPI-yesterday
51024I don't think the stock price will hit 22 until we get approval and my thinkDietman3yesterday
51023I really don’t know much about producing antibodies, I asked Cindy years ago somidahoranch14yesterday
51022My confidence is $22 - Behzad won’t let ven bio take a hit . Drug good - for noladyPI-yesterday
51021Getting close to my target BUY point of $17 or less. Looking to pick up more shagalt2yesterday
51020If we did not refile until December that puts us out another 6 months - next JunladyPI3yesterday
51019I thought Idaho had suggested it takes about 3 months to create a commercial stoBskeeter-yesterday
51018I seek the knowledge of the shorts! They get it right. I see no chance of AA tladyPI2yesterday
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