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

To: stockdoc77 who wrote (50164)	2/8/2019 1:21:53 PM
From: ladyPI	Respond to of 63283

The two recent buyouts were way way over share price by like $50. Can’t look up right now

To: stockdoc77 who wrote (50164)	2/8/2019 1:33:52 PM
From: allatwwk	6 Recommendations Recommended By dorightbythem immuapproval JJINV luckydog88 patlawche11 and 1 more member Respond to of 63283

Of all the things posted since the CRL, the most disconcerting was the 38/38 track record by the FDA on accelerated approvals (I didn't have this info, but it was posted by a reliable poster, so I'll assume they got it correct). Now its 38-1 and IMMU is the 1. I'm not sure what to make of it, but it isn't good. There is a disconnect between FDA and IMMU and I have no idea what it really is or what is behind it. A lot of things don't really add up at this point, but I am certain of one thing: IMMU is now an execution story and mgmt has got to execute. Until they get an approval, I don't see anything (other than a buyout) which will move the shares a lot. They have to show they can get a product approved. At this point, I only care a little bit about what mgmt says. I'd appreciate clarity, but I don't really need it. It isn't about words anymore.

To: stockdoc77 who wrote (50164)	2/8/2019 1:42:02 PM
From: immuapproval	1 Recommendation Recommended By corndog Read Replies (1) \| Respond to of 63283

Pehl has now accomplished in his short tenure what the G's took years to achieve notably complete managerial incompetence. Going forward what Pehl states must be looked at with extreme skepticism whether due to incompetence or naivete. The notion of immu functioning as a standalone pharma is laughable. There seems to be complete unawareness of why a re-inspection was even being considered and if it was that certainly there would be no AA. Pehl early in the process spoke about being ready with a sales force team because as he implied EARLY AA was a very distinct possibility. After 483 in August he was still no worries as if by hiring a full stable of sales reps AA would be hastened. Really. Actually Behzad could maybe get 25-30 bid here from a real pharma (Roche) who has the chops to develop 132 which immu does not. The problem with this is Behzads ego as he would have to admit that successfully running a bio is a lot more difficult that investing in one. And one other note to Pehl.. the next time you schedule a champagne party invite the FDA and if no RSVP from them I would suggest restocking the champagne. Maybe the sales force can be employed to resell the champagne as there does not seem to be any need for either. Just a thought.