Immunomedics (IMMU) - moderated Message Board

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Biotech / Medical : Immunomedics (IMMU) - moderated

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dorightbythem

summer_sky

To: dorightbythem who wrote (62961)	12/11/2024 11:43:10 PM
From: stockdoc77	2 Recommendations Read Replies (2) of 63306

This is a basically a cure for sickle cell, which is a devastating disease, and usually results in death in your 50s after a lifetime of pain crises and hospitalizations and blood transfusions. Gene therapy is no walk in the park, but to be able to live a normal life is amazing given the alternative. CRSP has an approved gene therapy too, but there are far more patients than capacity to treat. There is a theoretical risk of leukemia with BLUE treatment, and they got a black box warning, but I just don't understand why they are not monetizing this better. At 3 million dollars per case, they only need to do 300 patients a year to be a billion dollar seller. The company has enough cash to get to Q2 25, but what's the plan then? I think a sale for 3-6 PPS makes the most sense.

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