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Immunomedics Inc. Message Board

  • stocklooking stocklooking Oct 21, 2005 6:26 PM Flag

    when will we expect another PR

    I mean real PR about pipeline. Have to wait 1.6 yr for the lupus phase III. Between now and then, IMMU has no money for cancer pipelines development?

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    • There will be some kind of update at the ACR meeting in November, I suspect it might be on Sjogren's, but I don't see it being something that would move the stock a lot if any.

      They will continue development of two other antibodies, hCD20 and hPAM4 while the pivotal trials are being done. I doubt there will be other clinical development until a deal is done. They will continue to do preclinical stuff since they have the staff in place already doing that.

      I still think if E-mab has efficacy anywhere near as good as the 14 patient data showed in the phase ll trial, a buzz will start and grow. If that is to happen, I would think it would be seen in the stock this Spring for two reasons. One, more patients will have been treated and two, the second treatment (every 90 days) will have been done in some patients and that could verify to investigators what they think they are seeing (given they are blind to what is given, E-mab or a placebo).
      I think both hPAM4 and hCD20 will have significant updates this coming year.

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