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Biotech / Medical : Immunomedics (IMMU) - moderated -- Ignore unavailable to you. Want to Upgrade?

To: idahoranch1 who wrote (8311)	11/21/2009 11:13:58 AM
From: idahoranch1	Read Replies (1) \| Respond to of 63324

Given the nature of this cancer, and how quickly most patients die from it, the data at these higher doses should give us a good idea as to the efficacy of hPAM4 (clivatuzumab or "C"). I have to believe that many of the money managers who have stuck their toes in the water (24 new positions last quarter), and the money managers who have met with the company on the recent road shows will be looking for that data. I believe the data at 12mc and up will be better than what was presented in June. The higher the radiation that is deposited on and in the tumor, the better the cancer cell kill should be. All the patients being enrolled and treated now are, for all intense and purposes, generating data for the phase ll portion of the trial (it is a phase l/ll trial). I am confident that the short continue to supply stock for the institutions that are buying, the last couple of minutes of yesterdays trading being pretty good evidence. It seems to me that the shorts and the institutions are on a collision course (although the institutions love the shorts at present) and on of the possible collision points could be ASCO-GI, and if the shorts can diffuse that, then it would be when the company raises money, and the kind of financing they do will determine who wins that collision. The better the data at ASCO-GI, the better the odds the company can do a favorable financing.