Immunomedics (IMMU) - moderated Message Board

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Biotech / Medical : Immunomedics (IMMU) - moderated

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To: Teetime who wrote (45801)	4/10/2018 3:27:56 AM
From: drtom1234	9 Recommendations of 63283

It occurs to me that, in addition to 132, 130, and 140, another thing the company has to offer to a potential and eventual suitor is some really outstanding management(I can't believe I'm finally able to write that about the company!), not to mention some outstanding board members. The addition of Dr. Iannone will only bolster that group. And the acquisition of AveXis only bolsters my feeling that the company, despite their protestations, will be eventually be offered a deal they can't turn down; the big boys are flush with cash, and are obviously looking to spend. If Immu is indeed successful in geting AA for 132 in TNBC and urothelial, and if they run a successful P2 combination trial with PARP or PD-1 inhibitors in 1st or 2nd line TNBC, we could see a "silly" offer from big pharma. If I'm correct, I think the timing would be somewhere between late 2019 to mid 2020.

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