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Biotech / Medical : Immunomedics (IMMU) - moderated
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From: erickerickson5/23/2018 11:45:39 AM
15 Recommendations

Recommended By
allatwwk
btlbail1
corndog
dorightbythem
drtom1234

and 10 more members

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I'm going to revise the cover letter for this board, when I created it originally I was reacting to the trolls who'd followed us to what, 3 different forums? I can shrink that part down to a couple of sentences.

Anyway, I kind of expect we'll be seeing more new posters, or at least followers as things progress. So I'd like those of you who are better organized than me to suggest a few message numbers to orient people coming aboard as to "the current state of things". Or make new messages with that in mind and I'll use those.

I expect to change the cover letter fairly regularly going forward. I'm looking not very many (maybe a dozen?) to reference.

I don't think it's worth excoriating the old management or re-hashing the proxy fight, that's over.

One good candidate is certainly Fitz's post about BLA review (#46019)
Other things that come to mind:
- cash position, burn rate, fully-diluted share estimate (200M in round numbers....), financials in general
- market size for various indications
- ASCO presentation significance
- next milestones
- why thinking about a buyout is useless.
- ???

And I'm thinking particularly about a "Jack Webb" sort of posts, "Just the facts, ma'am" ;)
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