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Biotech / Medical : Immunomedics (IMMU) - moderated
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To: ghettogoulash who wrote (63135)6/13/2025 3:39:11 PM
From: Olecranon  Read Replies (1) of 63283
 
Thanks for the corrections, GG.

I also fully agree with your characterization of 9003 & 9004/5 and their long term potential. The long term potential just didn’t seem relevant to the market’s perceptions of short term risks that have brought the share price down to a point that I only dreamed of seeing.

I believe the short term risks are fully baked in, and so have maximized my position while the price is right. So many of my biotechs are not yet profitable and so out of favor simply because a cash raise or buyout may be seriously impaired or impossible in the current biotech environment. SRPT’s current profitability provides a margin of safety in that regard.
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