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Biotech / Medical : Immunomedics (IMMU) - moderated

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To: moverman who wrote (46197)5/22/2018 11:25:05 AM
From: erickerickson7 Recommendations

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Oh My. Management that acknowledges the hoi polloi exist. Whatever will we do now? Be still my heart.

Not only did the prior regime think investors were a necessary evil to be minimally acknowledged, but I never remember anything remotely like what that tweet is about. The prior regime didn't really have anything this buzz-worthy, but it's hard to imagine them doing anything like this even if they were still in control.

The TNBC foundation is clearly interested in 132, and IMMU is apparently perfectly willing to cooperate. Among other things this will help generate patient interest come approval. In this scenario the BLA gets approved and there's already a demand, or at least a number of people willing to ask their doctor "What's the story on this new drug from Immunomedics?".

And a brand new (but trained) sales force able to say "Let me tell you all about it"...

So my thinking here is that they are priming sales, publicity, patient demand, and doctors so they can hit the ground running after approval.

Hope the manufacturing is up to the demand ;)
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