SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  For example, here is how to disable FireFox ad content blocking while on Silicon Investor.
Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
Posts SubjectMarks Bans Symbol
51860 297 13 IMMU
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
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
51860HELL. My original plan was to see all my holdings about 10 years ago. How thingDietman-6 minutes ago
51859Originally my plan was to sell half my shares when the price doubled and let theEMU22Saturday
51858I’m all in for now. Granted I’ve traded since 1993. Sold some in 20s. Clearly noerippetoe1Saturday
51857I won’t pretend to know what Behzad will actually do, once 132 gets approval, anidahoranch14last Friday
51856In fact, it seems to me, that multiple potential licensees are probably trying tkdd9993last Friday
51855Why wouldn't Behzad just license to multiple pharma? Seems like a better exkdd999-last Friday
51854132 was always the opening round. But it does have to get through that round sucidahoranch16last Friday
51853Before the stock price rose to $19/share in April, we were well aware that it waEMU23last Friday
51852Up .30. Down .30. It’s all we can expect til we get newsDietman1last Friday
51851"The Daichi news of what seems to be a better trop-2 ADC" We listenebobbseytwins20014last Friday
51850Regarding >The Daiichi news of what seems to be a better Trop 2 ADC for solidpatlawche11-last Friday
51849I love your example; it clarifies to me what I have thought all along...:) We nrodneyh07-last Friday
51848The shorters, in all probability, are made up of many of the same companies thatgalt5last Friday
51847Thank you for your perspective, you always seem to present the worst case scenarsogwap16last Friday
51846Not that it’s going to be wrong, but that, to me, is the bearish case. Since Apridahoranch15last Thursday
51845Not to be repetitive, but IMO there have been three huge changes that have revalstockdoc774last Thursday
51844And if my memory serves me I think some of the analysts gave like a $2 raise in sogwap14last Thursday
51843Indeed it is for HER2. However, the article was overflowing with hyperbole, bEagleRare1last Wednesday
51842FWIW, That's not Daiichi's Trop-2 ADC. It's the HER2-positive BreasJohnBeach-last Wednesday
51841The latest DS pep rally, this time from Bloomberg. bnnbloomberg.caEagleRare-last Wednesday
51840I will be adding when the 1 yr support finally breaks under the weight of shortsStrongbio2last Tuesday
51839If a tree falls in the woodlands, and an explicated, factual expatiation is givesamcat5001last Tuesday
51838Bravo for you and your message....and prayers for you wife. I am sure we're Renmanco12last Monday
51837I am hopeful that no one will misinterpret my comments and make them anything moRedLeader44last Monday
51836You have no idea how much I wish that actually worked!!plhky34651last Monday
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):