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

To: luckydog88 who wrote (63020)	2/27/2025 10:15:41 PM
From: stockdoc77	4 Recommendations Recommended By erippetoe jhcimmu luckydog88 Olecranon Read Replies (1) \| Respond to of 63305

Management guided revenues of about 3 billion for 2025. Market cap is only 10 billion, which makes no sense. I also own VRNA, which recently starting selling their new drug for COPD, they did 36 million in sales in Q4 and have a market cap of 5.5 billion. SRPT has tons of new stuff in their pipeline, and will have strong cash flow positive going forward. Wainwright analyst has his head stuck where the sun don't shine, his thesis is that Medicaid and other insurers will not pay for gene therapy for DMD kids that are no longer ambulatory. But the company says they have not had a single denial of payment for that, and the FDA label is for all DMD kids. I still see SRPT as a 100 billion dollar market cap, I just don't know when. It currently has about 20% of my portfolio. I'd buy more but I already have plenty.