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Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
Posts SubjectMarks Bans Symbol
52512 296 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
52512Thanks..I heard it was QUAD witching?JJINV-57 minutes ago
52511Mr. Tc: Its important to remember that today, 9.20.19 represents the quarterly Swedishlake23 hours ago
52510So the shorts in control again? Or still?JJINV-8 hours ago
52509Master, my post could relate to (mUC) .samcat500-8 hours ago
52508Confucius say, " Man who keep monies in jockstrap get finances all balled samcat50018 hours ago
52507Probably someone in Idaho doing some high frequency trading to make a few bucks sysiphus-yesterday
52506I noticed a 500,095 share transaction at 3:59 for 17.03. This is approximatelyTc-99m-yesterday
52505[graphic]samcat500-Wednesday
52504Been trying to gauge what IMMU will present at SABCS this year given TNBC data hTinfoilHat8Tuesday
52503"Can anyone imagine what might happen if the biotechs strengthen or good IMsogwap11Tuesday
52502>>Any sense on the timeframe of how long it takes to get BTD after you filweatherproof9Monday
52501Interesting find Bob, glad to see you back as you're one of the only postersTinfoilHat2Sunday
52500Doc: re: "some on this board to give B a pass on the CMC failure" Toerickerickson10Sunday
52499Never lost my optimism about 132ladyPI1last Saturday
52498Good to hear you positive ladyDietman-last Saturday
52497Thanks for that accounting. Maybe it will be the long-awaited short squeeze. Ekdd9991last Saturday
52496Curious how you know what “Dave” holds? BTW, welcome back. We missed your inforladyPI4last Saturday
52495The institutional ownership certainly has to be counted as a positive, but on thstockdoc7711last Saturday
52494Any sense on the timeframe of how long it takes to get BTD after you file for itstockdoc77-last Saturday
52493While a certain discriminating group on this board have been analyzing, agonizinbobbseytwins200112last Saturday
52492Whew... dodged that bulletDietman-last Friday
52491Just as long as there are no more train pictures, I think we'll be O.K.EagleRare1last Friday
52490My guess is that the results are good enough to support the big pharma requiremeStrongbio-last Friday
52489Just 32 more weeks like this and I, along with most long timers on this board, cIMMU TX1last Friday
52488>>I’ve Been optimistic through these last 12 months or so but this little weatherproof3last Friday
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