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Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
Posts SubjectMarks Bans Symbol
53399 301 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
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ReplyMessage PreviewFromRecsPosted
53399OK, this is weird because I only see two mentions of 2017 as I originally noted,erickerickson-8 minutes ago
53398My error. I was anxious to see 2019 SABCS update for 132 . You are correct everydorightbythem-21 minutes ago
53397eric: I was basically responding to the cover page which, in my opinion, should Renmanco-an hour ago
53396The first slide is dated December, 2019. Other than than, I see slide 3: a labeerickerickson-an hour ago
53395The presentation date indicates 2017---2 years ago. What am I missing?Renmanco-3 hours ago
53394I don’t know how much this is updated, I don’t look at it often, but the words “idahoranch1-yesterday
53393From Ed Rippetoe Twitter post SABCS immunomedics.comdorightbythem5yesterday
53392A CR is not a cure if the patient relapses within a few weeks or months. Becausstockdoc7710yesterday
53391I believe it was either stockdoc or li who at one point made the comment that SGscorman13yesterday
53390Just a figure of speech. Not intended to impugn anyone. Sorry if my phrasing wtrickydick-Saturday
53389IDAHO: Thanks for this article. I have a Motley account but never saw this. trickydick-Saturday
53388That’s also one I’m followingerippetoe-Saturday
53387seekingalpha.com Sent to me by my lawyer friend from Bostonidahoranch13Saturday
53386The ability of sacituzumab to safely target trop 2 should not be underrated. Nastockdoc773Saturday
53385Bottom line is the FDA is involved and has been. Now the big question is when trodneyh07-Saturday
53384My hope is #6 and the bazillian, even though it had a red line under it when I tEMU2-Saturday
53383Another thought crossed my feeble brain. Now that submission is done and virtuatrickydick-Saturday
53382"...then the volume dry up, it will slide down below the offer price at leaerickerickson-Saturday
53381I sold all my trading shares and think I can buy back again.This was quite a bigzevenhuizen-Saturday
53380As stated numerous times, the shares are now trading, as expected, with some ovegalt2Saturday
53379We had a colossal short position at $2 with almost no downside. What we have noghettogoulash-Saturday
53378Disclosure: we could sell off $2 next week. I have no idea. But I still maintainghettogoulash-Saturday
53377Why yes, I did. Six weeks ago when we were priced at $15.44, after a modest run-ghettogoulash2Saturday
53376I don't get it. Those who are hoping for a sale of IMMU sooner than later arEMU27last Friday
53375Idaho is ALWAYS HONEST. I don't see anyone being made liars of on here.EMU2-last Friday
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