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

To: TinfoilHat who wrote (53420)	12/11/2019 9:21:25 PM
From: idahoranch1	6 Recommendations Recommended By bobbseytwins2001 CelebrityEquity erippetoe Planeteer RedLeader and 1 more member Respond to of 63329

He had a few minutes to respond to questions. Being 3rd line and unmet need says without saying that there are at least two lines being used before 132, so of course there are treatments/options in early stage. The 10,000 is probably a good estimate for 3rd line, and since first and second line are now being combined into one treatment, and according to what we heard almost a year ago, the labeling gave us the place behind those two which is really 2nd line in the treatment regimen, third drug. I liked it and so did everyone I sent it to.

To: TinfoilHat who wrote (53420)	12/12/2019 6:58:03 AM
From: TinfoilHat	7 Recommendations Recommended By bobbseytwins2001 captcobra1 diaperdaddy EMU2 idahoranch1 and 2 more members Respond to of 63329

Tin, you forget that Tecentriq sales are subdued in the US in mUC as well as it only has an indication if PDL1 positive, which looks to also exlude about half the potential patients. How about setting that quarterly revenue target at 658M, ie double that of Tecentriq in mTNBC and mUC, ie 2.6B annualized just in the US. Now multiply by a factor of 3 or 4 if we get HR+ data warranting approval, and I wonder how big the prostate cancer market is... Current market cap sits right around 2x future revenues, with no CEO no CMO nor drug approved. Good things come to those who wait.