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Biotech / Medical : Immunomedics (IMMU) - moderated
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To: Olecranon who wrote (63097)5/2/2025 1:42:37 AM
From: allatwwk4 Recommendations

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Olecranon

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Been a while since I posted, all is good in my world.

I'll be headed off to a STAT conference in a couple of weeks and given my lack of knowledge in the field, I'm not going to be very useful (though I do have an interest in computational medicine). CERT is one of my 2 biopharma-ish holdings, RPRX is the other.

But ... I might be useful to others up here.

So if you have questions you'd like me to (attempt to) ask, let me know.

This is the agenda/speakers, etc.

statnews.com

Let me know your question and which speaker you'd like me to address it to. I'll do my best to get it asked.

On things which have been raised recently.

Put me in the 'just don't blow it' camp. Which is why my bio-pharma investment level is way down. And will likely stay that way. The 2 I hold are tiny positions and neither is overly risky.

Good to see the shareholders revolting at AUPH. Turns out, the management was also revolting, just in a different way.

And one of the reasons I opted out of biopharma were the companies who got approvals and their stocks did nothing. I could live with the binary risks, but when the upside doesn't happen even with approval, that was an endpoint for me. See some comments that's still happening.

Best to all!!
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