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Biotech / Medical
Immunomedics (IMMU) - moderated
An SI Board Since September 2006
Posts SubjectMarks Bans Symbol
53787 309 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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Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
53787Not worthy of even pondering.EMU2-an hour ago
53786"GOD" is the only way for the feint of heart to receive "mercy&quEMU2-an hour ago
53785You can find it on E*TRADE pro, at nasdaq.com or via the CNBC app among others. erippetoe1an hour ago
53784I doubt they would comment on anything qualitative regarding an inspection. But allatwwk-2 hours ago
53783Can anyone help me to find a internet connection, format where you can see pre atrickydick-4 hours ago
53782When you stop and think about it, someone or several somebodies inside the FDA mtrickydick-8 hours ago
53781Which would be the wise thing to do. Any comments, even if intended to be posittrickydick18 hours ago
53780LadyPI I apologize. Hopefully you can understand my confusion because by the timduwhee18 hours ago
53779Isn't that what they say just before the executioner pulls the cord??kdd999-8 hours ago
53778You're not alone. Most of you have been in a lot longer than I have, but, itrickydick29 hours ago
53777I don’t think the company will say anything about the inspection or anything elsidahoranch18yesterday
53776Here's a link to an interview given by Tagawa towards the end of October. Ifmrc7582yesterday
53775I wonder if we'll hear about an FDA inspection on the upcoming conference caallatwwk-yesterday
53774I truly believe that the AA announcement could happen any day now. Dr B & Casogwap11yesterday
53773Will we see preliminary results of Phase II trial for immu-132 in mUC at ASCO indorightbythem-yesterday
53772Had not seen the rewrite. Thanks for clearing that up John.ladyPI-yesterday
53771They edited out the part LadyPI was referring to. It formerly said that "TJohnBeach4yesterday
53770????EMU2-Monday
53769"The basis of the rejection wasn’t the drug or the company’s science but reduwhee2Monday
53768Not sure where you read them blaming Lonza. That wasn't in the article. Anywsukit2Monday
53767Can’t believe they blamed Lonza for the CRL . Wow. When you make a mistake, owladyPI-Monday
53766Interesting wording especially the last sentence..... “We had a deal with Johnsorodneyh071Monday
53765Maybe I missed it before, but this is the first time I've seen this: "erickerickson3Monday
53764BioSpace Article... Prepping for LAUNCH biospace.comJJINV11Monday
53763It does feel like a 1000 years. I have the ulcers to prove it.trickydick2last Saturday
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