Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
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47258 249 7 IMMU
Emcee:  erickerickson 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


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.

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.

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ReplyMessage PreviewFromRecsPosted
47258SEC Form 4 Board Member Khalid Islam marketscreener.comdorightbythem11 AM
47257Celgene, Amgen, Novartis, Genentech, Pfizer, BMS, Lily, Schering, Intarcia, Zodorightbythem1212 AM
47256When it’s 44.40 in January. ... won’t you be smart? Won’t we all be smartDietman2Tuesday
47255Yeh, definitely. Did pick up a little of this biotech earlier today at $22.20Stanley Lake 921Tuesday
47254FWIW, looks like there are several of these today....erippetoe-Tuesday
47253Choke Cough Choke Cough.....we can't own/win 'em all.CelebrityEquity1Tuesday
47251Sheez, apparently we need a few sell ratings now so the stock will move the otheerippetoe-Tuesday
47250Why didn’t I spend my ban time picking up shares of Tilray? Free at last :)Stanley Lake 923Tuesday
47249Pretty good start to the week. Now let's get Morgan Stanley to join the parsummer_sky7Tuesday
47248onclive onclive.comwinners1814Monday
47247I really wouldn’t have a good argument against $25 being fair value for 132 gettidahoranch112Monday
47246Don't be shocked if some of these important contributors do not reappear. Wbobbseytwins20018Monday
47245good to see more coverage, but it sure doesn't seem like: "Approval ofallatwwk4Monday
47244From Seeking Alpha: Immunomedics (NASDAQ: IMMU) initiated with Buy rating and $idahoranch19Monday
47243#Goldman Sachs - 12 Years Behind Michael Fitzhugh in their initiation of Immunomgissa_gamma15Monday
472422-Year-Old Boy With Deadly Cancer Gets an Early Christmas From His Neighbors ImCelebrityEquity2Sunday
47241irinotecan ovarian cancer data Ovca pts did show responses to irinotecan alone fwinners186Sunday
47240Thanks for posting that. It's a really interesting look at the path of a patJohnBeach20last Saturday
47239Be patient Click download pdf you will be able to review the fulwinners1811last Saturday
47238Appointment of William Fricker as Principal Accounting Officer The Company hadorightbythem1last Friday Item 1.01 Entry into a Material Dedorightbythem1last Friday
47236Good points Smoke Reader...and some of those timelines suggest the need for addiRenmanco4last Friday
47235A couple of additional thoughts / take-aways on the recent conferences... MorgaSmoke Reader7last Friday
47234I think a lot depends on how full the FDA plate is at any one time. Obviously, tRenmanco-last Friday
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