Immunomedics (IMMU) - moderated Message Board

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Biotech / Medical : Immunomedics (IMMU) - moderated

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To: li3511 who wrote (63279)	11/5/2025 9:02:42 PM
From: allatwwk	6 Recommendations of 63311

I continue to be impressed by the number of ways there are to lose holding a biopharma. I didn't have "petty grudges" between former colleagues on my bingo card, but there it is. sfgate.com Also, I bought into QURE based on the remarkable results in Huntington's disease. At $60. Turns out, the FDA wasn't so impressed (as a European company, I'd expect it'll have more success with the EU). So my next buy wound up at $23. Its now $26. In the case of IMMU, it took some time, but when the phase 3 got stopped (because the efficacy was so good), the stock immediately went into the 20's. The buyout occurred at $88. Though shares went up and down a bit, the share price had a pretty solid floor due to the efficacy of what became Trodelvy. So while I didn't project a 3-4x increase for QURE, I figured there was a reasonable chance at a double or better. And a limited downside. Wrong again. Ultimately, I do think this gets bought out. Either way, I'll lose no sleep over this. Why? Because I have a very small position. Why? Because I continue to be impressed by the number of ways there are to lose holding a biopharma.

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