Immunomedics (IMMU) - moderated Message Board

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Biotech / Medical : Immunomedics (IMMU) - moderated

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To: idahoranch1 who wrote (50192)	2/8/2019 5:04:36 PM
From: allatwwk	4 Recommendations Recommended By diaperdaddy erippetoe quantumup Renmanco Read Replies (1) of 63276

Not a fan of rehashing SGEN, but here's the way I see it. If SGEN had gotten approval by now, IMMU shares would likely be modestly higher than they are now, assuming a whole bunch of things in addition to the AA approval. Of course, this is a huge 'if'. I'd assume SGEN facilities/discipline were likely better than IMMU's at the time, but it would require mfg to transfer, which takes time and isn't risk-free. The other big assumptions are: 1. a lot less shares in the float 2. a market cap of around $2billion 3. Doc and Cindy didn't make terrible decisions with the newfound $$ 4. ongoing expenses massively lower Most of these are reasonable assumptions except #3 -- I have no reason to think Doc and Cindy would use the money wisely. The comparison also misses the upside from here. With SGEN control, upside would be more limited. If 132 gets approved and works, control of the drug has a far larger upside in IMMU's hands than with SGEN. That's sort of the last I'd like to discuss the history/SGEN, but its the way I see it.

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