Re: Farmas USA
IMMU
Golpe del mayor accionista a la gestión pidiendo cambios:
http://www.okapivote.com/immunomedics/venBio%20Investor%20Presentation%20IMMU.pdf
Bastardo:
Immunomedics Sale Hinges on Proxy Battle Over Fate of Controversial Founder
An activist investor believes a buyer for a promising breast cancer drug can be found if Immunomedics' Chairman David Goldenberg is forced out.
I'm not a proxy adviser like Institutional Shareholder Services, but if you ask for my opinion, Immunomedics will benefit from a quick and clean (obviously negotiated) separation from Goldenberg and Sullivan. The couple have enriched themselves to the detriment of shareholders for too long. Immunomedics has been around for 35 years and has not brought a single drug to market.
about IMMU-132. The most recent update from the expanded, single-arm phase II study in 85 evaluable patients with heavily pretreated triple-negative breast cancer showed an overall response rate of 29% and median progression-free survival of 6 months. The median duration of response was almost 11 months. An independent confirmatory review of patient scans is underway. The study is fully enrolled at 100 patients with final data and the FDA accelerated approval filing expected in the third quarter.
These data are definitely encouraging, so I'm compelled to reassess my previously expressed skepticism about IMMU-132. This might be a real drug in triple-negative breast cancer.
He models approximately $400 million in U.S. sales in this initial indication.
At Tuesday's closing price, Immunomedics carried a market value of $466 million.
https://www.thestreet.com/story/13965475/1/immunomedics-sale-hinges-on-proxy-battle-over-fate-of-controversial-founder.html
«Después de nada, o después de todo/ supe que todo no era más que nada.»