Immunomedics (IMMU) - moderated Message Board

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Biotech / Medical : Immunomedics (IMMU) - moderated

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From: Olecranon	8/5/2025 10:57:00 PM
	3 Recommendations Recommended By chandler27 dorightbythem erippetoe Read Replies (2) of 63276

Am I the only one who never got out of AUPH. After a modestly good quarterly report the other day and some improving sales, it’s woken from it’s longtime slumber and added 30% to its share price in just a few days. ________ Revenue increased 22–22.4% year-over-year to roughly $70 million ($66.6M in net LUPKYNIS sales) . Net income jumped to $21.5M, a ~2,800% year-over-year surge, translating to EPS of $0.16 . Management raised full-year 2025 revenue and net product sales guidance, now targeting $260–270M and $250–260M, respectively Sales are being driven by expanded uptake of LUPKYNIS, supported by updated 2024 lupus nephritis treatment guidelines recommending it as part of first-line therapy . Analysts see broader adoption in rheumatology and increased operating leverage as catalysts for sustained margin expansion and top-line growth ________ This is never going to be a 10-bagger, and I can see it rolling right back over as the market loses interest. But I did average down when it was trading around $5 a few years ago, so will probably exit with a 2x return. Anyone see this differently?

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