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Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
Posts SubjectMarks Bans Symbol
53117 298 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
53117It was just a coincidence... was never intended to provide value. Rough crowdDietman-3 hours ago
53116This reminds me of the guy that used to drive by headquarters and give us the cosukit-3 hours ago
53115Damn. I opened a can of worms didn’t I?. I landed in Miami in WednesdayDietman-3 hours ago
53114What was the date you you landed in Miami? We need to figure out where she was JohnBeach-3 hours ago
53113These are two opportunities Google presented to me for pharmaceutical conferencejhcimmu-4 hours ago
53112Miami... perhaps I used the wrong word. It was a meeting of researchers involvedDietman-4 hours ago
53111I couldn’t find any conferences. Where did u fly into? With all that she was reladyPI-6 hours ago
53110Sounds very appropriate. No SEC investigators at your door, none digging throughduwhee-yesterday
53109So I’m flying to Florida for some golfing and I’m sitting next to a woman with rDietman7yesterday
53108Two players, same numberduwhee-Saturday
53107I think we are getting close to refiling so sentiment is positive. If things gostockdoc779Saturday
53106I went to the Immunomedics website to do some additional reading on the bispecifSmoke Reader-Saturday
53105Nahh....more like Illegal Motion.EMU2-last Friday
53104I’ve seen 15 yard penalties in football for less taunting :)Stanley Lake 921last Friday
53103No messages to read lately and we are happy about it! This can only mean one thbobbseytwins20016last Friday
53102Interesting news, crispr-edited t cells seem safe. the-scientist.comkdd999-last Thursday
53101> If I remember correctly, we will have an FDA inspection prior to submissionli3511-last Wednesday
53100If I remember correctly, we will have an FDA inspection prior to submission. IsJoeP1-last Wednesday
53099Deja Vu... Last December we were discussing this to the point of nausea . TheJJINV-last Wednesday
53098immu other platform Adam feuerstein from his twitter comment about how bispecifiwinners182last Wednesday
53097Getting into the weeds -- is IMMU still, in effect, 'paying' for FDA revallatwwk-last Wednesday
53096Hopefully the application gets submitted and completely vetted and approved befotrickydick-last Wednesday
53095> So, this means that if the powers to be can't agree on a 2020 > budli3511-last Wednesday
53094So, this means that if the powers to be can't agree on a 2020 budget and thetrickydick-last Wednesday
53093Better a CR...........than a CRLRenmanco-last Wednesday
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