Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Teetime who wrote (45801)	4/9/2018 1:36:38 PM
From: erickerickson	6 Recommendations Recommended By corndog erippetoe Fitzhughlaw ladyPI rodneyh07 and 1 more member Respond to of 63280

Fitz and Lady are dancing in the streets at yet another indication that "someone" is no longer a gallstone around our necks..... Yes, I know it's millstone, but gallstone expresses the above-named person's loathing more appropriately ;)

To: Teetime who wrote (45801)	4/10/2018 3:27:56 AM
From: drtom1234	9 Recommendations Recommended By captcobra1 corndog Fitzhughlaw idahoranch1 patlawche11 and 4 more members Respond to of 63280

It occurs to me that, in addition to 132, 130, and 140, another thing the company has to offer to a potential and eventual suitor is some really outstanding management(I can't believe I'm finally able to write that about the company!), not to mention some outstanding board members. The addition of Dr. Iannone will only bolster that group. And the acquisition of AveXis only bolsters my feeling that the company, despite their protestations, will be eventually be offered a deal they can't turn down; the big boys are flush with cash, and are obviously looking to spend. If Immu is indeed successful in geting AA for 132 in TNBC and urothelial, and if they run a successful P2 combination trial with PARP or PD-1 inhibitors in 1st or 2nd line TNBC, we could see a "silly" offer from big pharma. If I'm correct, I think the timing would be somewhere between late 2019 to mid 2020.