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Biotech / Medical : Immunomedics (IMMU) - moderated
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To: luckydog88 who wrote (56147)5/4/2020 9:10:30 AM
From: erickerickson6 Recommendations

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"...the first patient was treated with commercial product on April 29, 2020..."


Well, I guess that answers my question about how long it'll take to start selling ;).

While it is a milestone, I suspect this was with one of sites that had been part of the trials, not a completely new oncologist. Nevertheless, it's encouraging. Of course organizations already familiar with administering Trodelvy will be able to start treating women outside of the trial setting immediately, that's where I'd start too.

So we have two months before the end of Q2. I'm very interested to see the revenue numbers. To be clear, I expect revenue to be minimal given the billing/payment delays, accounts receivable is probably a more interesting number in a couple of months.

"To infinity...and beyond!"
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