Immunomedics (IMMU) - moderated Message Board

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Biotech / Medical : Immunomedics (IMMU) - moderated

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To: jargonweary who wrote (63008)	2/12/2025 10:42:00 AM
From: jargonweary	10 Recommendations of 63305

It’s been said here several times that we were lucky to get the price we did from Gilead. My view is that this was one of those times when the deal was very good for both parties. Yes, 88 was an excellent price for IMMU shareholders. But it is no less true that Trodelvy has proven to be an excellent acquisition for Gilead. They have the resources to advance trodelvy beyond triple negative breast cancer and are doing so at a pace and a level that IMMU would not have been able to do. Personally I don’t feel “lucky”; I do feel grateful and relieved that Behzad also recognized the value of Trodelvy and was willing to fight for it. But I also feel that our stubborn willingness to stick with what we saw as real value in the IMMU science, especially the ADC platform and the linker, has been vindicated.

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