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


To: goldsachstrader who wrote (8414)12/3/2009 12:21:32 PM
From: willy611 Recommendation  Read Replies (1) | Respond to of 63332
 
<< they said have lots of analysts(people) asking for info, but most analysts want the Full data on emab trial before they say anything. >>

If this is true then we can probably not expect real coverage until June when UCB announces these results. Makes the non acceptance into ACR a much bigger negative for IMMU with regard to the short term idea of taking the power away from the shorts. Upside probably limited now to 4 - 4.5 even with positive PAM 4 stuff in January. UCB really did a job on IMMU in not allowing the full set of data to be released . Don't think the ARS will be a problem so money doesnt become a big issue right away. News out of this December conference might give a boost to 4 and unless there is coverage stock will have a tough time around there. Very disappointed that they would even make such a comment regarding analyst coverage(if they did) but it really feeds the shorts a bit , not to bright to make that kind of statement.Could have left it at we are seeing lots of interest.



To: goldsachstrader who wrote (8414)12/3/2009 12:43:14 PM
From: me otter  Respond to of 63332
 
I found the ARS comment strange. Either they expect a resumption of the ARS auction process, a pay back by BAC, or that some buyer who wants what they have will emerge. My best hope was they would prevail in litigation with BAC, but I fear that their confidence in the other outcomes is misplaced.



To: goldsachstrader who wrote (8414)12/3/2009 8:02:53 PM
From: li3511  Respond to of 63332
 
> most analysts want the Full data on emab trial before they say anything

Now wait a minute...

I seem to remember a lot of analysts saying a lot about HGS before the full data on Benlysta was released. In fact, I'm not sure if a late-breaker presentation at ASH actually constitutes "full" data? Have they gone through peer review yet? Is there a detailed paper in the open literature?