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Biotech / Medical : Immunomedics (IMMU) - moderated
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To: plhky3465 who wrote (46019)5/9/2018 11:43:14 AM
From: erickerickson2 Recommendations

Recommended By
allatwwk
drtom1234

  Read Replies (2) of 63284
 
PPS catalyst the day it's announced? Not really. Perhaps increasing 60+ days later, see Mr. Law's excellent bit of research at message 46019.

I think BLA submission is much more along the lines of a potential negative PPS wise if they delay it again than a positive event.

In terms of there being any problems with the submission, my guess is that the odds of the FDA announcing some problem go up as the 60 day deadline approaches, they need time to look at it. None of which really matters as long as the submission was done right, and I have every confidence that it was.

What would be very cool is if the approval was quick/smooth, let's hope the two month delay let IMMU make it very easy for the FDA to approve it and it can be approved in record time.

Surely we'll hear more on the con call today.

Different story if the headlines read "FDA pre-approves BLA submission by IMMU", or "IMMU submits BLA for three indications". Neither of which has any chance of happening of course.

For me, a much more interesting scenario is if there's a reasonable shot at UC and HR+ indications in terms of a PPS boost; we'll know a lot more when the abstracts are unmasked next week and the ASCO presentation happens.

I doubt we'll get anything substantive about ASCO on the con call today, and I don't want any information from IMMU before at least the 16th. Let's _NOT_ reprise fiASCO.
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