Capitulation_0 Posted - 9 hours ago

$SGMO BP's have too many choices and are confused which company to take out. lol . $TGTX, $PTGX, $IMCR

Capitulation_0 Posted - 1 week ago

$IMCR Can I get a 'vague' rumor or something here? no position, may get back in. Kimmtrak is a wonderful drug. They need 1 other drug to compliment Kimmtrak revenue.

anachartanalyst Posted - 1 week ago

$IMCR https://anachart.com/wp-content/uploads/ana_temp/1731326490_soc-img.jpg

dhovekamp42 Posted - 1 week ago

$IMTX TCR therapies at SITC 2024 with Immatics focus on PRAME in #melanoma vs TILs https://www.biotechtv.com/post/immatics-november-9-2024 cc $ADAP $IMCR $IOVA

ShortSqueeze10X Posted - 1 week ago

$IMCR Low debt, big cash balance, profitable, institution owned, finally free cash flow positive, Eps grow/beat. 95.70% % of Shares Held by Institutions 100.99% % of Float Held by Institutions

ShortSqueeze10X Posted - 1 week ago

$IMCR All in for 100 % run.

Capitulation_0 Posted - 2 weeks ago

$IMCR Earnings were okay.. It's all about PRAME, Cutaneous. Good to see Germany reimbursement. France and UK are playing hardball. Wish the CEO is a better communicator to WS. Analysts have been lowering their targets but still ave is more than double the current price. Market isn't giving this any premium. I am looking to back in once they get closer to reporting their data.. Good luck

Capitulation_0 Posted - 2 weeks ago

$IMCR still interested in this name.. Earning is a carbon copy of last Q. Kimmtrak could break 350m by next year. Peak sale 500m-600m? I think a lot of the future hinges on cutaneous, HIV, PRAME. All long ways to go. IF they're able to get cutaneous, HIV and couple of PRAME targets to work, the future is very bright. If none of these work, then they're in a tough spot. I wonder if BPs will be willing to take a chance here for M&A.

Capitulation_0 Posted - 2 weeks ago

$IMCR I can't believe this is flirting with 20s. Waiting to buy back in.

RallyRaider Posted - 10/28/24

$IMCR pretty nice new high 40s coming

Night_Owl_Biotech Posted - 10/27/24

Attached is an updated schedule of the market cap, enterprise value, FY26 analyst revenue estimate, the resulting FY26 revenue multiples & the ownership profiles of all 7 commercial-stage oncology focused biopharmas with market caps between $1 & $5B. $SWTX trades at the lowest multiple of FY26 revenue estimates of this peer group & is down roughly 30% from mid-August after SWTX reported its second consecutive meaningful quarterly revenue beat on 8/7/24. This is not investment advice but we'd suggest investors follow SWTX when SWTX reports Q324 sales on 11/12/24. Should Ogsiveo sales continue to exceed analyst estimates SWTX may trade up towards revenue multiples consistent with its peers (of course SWTX may not also). SWTX is also expected to report results of Ogsiveo's Phase 2 trial in OvGCT in Q424. ReNeu PDUFA = 2/28/25 $IOVA & $IMCR also trade at multiples lower than peers & have imminent data reads. $SNDX 2nd PDUFA = 12/26/24. $XBI

Capitulation_0 Posted - 10/24/24

$IMCR This is becoming a longer story than I'd like. I took a small profit and moving on for now.. I like the company but I have better use of the capital for now. I will likely be back before their pivotal data in PRAME and/or cutaneous.

Capitulation_0 Posted - 1 month ago

$IMCR Large open interest in $35 put options expire today. Looks like they're being sold into the weakness...

Capitulation_0 Posted - 1 month ago

$IMCR $35 put options expiring tomorrow. I think this goes much higher in the coming weeks.

Capitulation_0 Posted - 1 month ago

$IMCR not an option heavy stock but $35 puts have over 4265 contracts. MM have to make sure these pay out for their buddies. I expect this to break $35 by end of next week.

Capitulation_0 Posted - 1 month ago

$IMCR It's had 4 days of positive days. 10% in that span. It was so beat down, a bounce was eminent. Chart still looks horrible, but it is starting to curl. Data from various PRAME targets are around the corner. Their TCR platform works, it's matter of how the market will interpret the 'positive' data against its peers. Although there are few TCR therapy companies out there, they're not all the same. It's not winner take all situation.

Capitulation_0 Posted - 1 month ago

$IMCR Bear case that supports current valuation: Kimmtrak is already at Peak. PRAME and all other pipeline is a dud. Obviously, this is not the case. $50-$60 soon.

Capitulation_0 Posted - 1 month ago

$IMCR So many shorts. At current volume, it'll take 34 days for shorts to cover. It's comical at this point.

Capitulation_0 Posted - 1 month ago

$IMCR Large $35 put options expires this Friday. I think this will start getting bids next week and into lung and HIV data coming soon...

Capitulation_0 Posted - 1 month ago

$IMCR $LBPH bought out. 16% short. Perhaps, BO premium will come back to biotechs. $XBI. $SRRK, $SLNO

Capitulation_0 Posted - 1 month ago

$IMCR France and Germany have yet to give full reimbursement for Kimmtrak. UK, France and Germany are the biggest market outside of the US. 300-400 patients per year. IMCR has been treating patients in UK ( not sure of France/Germany) for free. I guess the European countries want 3rd world price. Fitting, it's becoming one rapidly.

Capitulation_0 Posted - 1 month ago

$IMCR How long does NICE take to do work on the appeal? It's no wonder why Europe/UK is behind on everything. Talk about bureaucratic nightmare. Way to create an environment for innovation. smh NICE: Date Update 13 March 2024 Following the appeal decision, we are conducting further work on this appraisal. An additional appraisal committee meeting will be scheduled in due course.

Capitulation_0 Posted - 1 month ago

$IMCR 4265 $35 put options expire this friday. This honestly should be trading 45-50 a share! BO $70-80

Capitulation_0 Posted - 1 month ago

$LBPH I finally got one right. $IMCR next! or $SRRK or $SLNO.

Thestocktraderhubzee Posted - 1 month ago

$IMCR Morgan Stanley Maintains Overweight on Immunocore Hldgs, Lowers Price Target to $74

Capitulation_0 Posted - 1 month ago

$IMCR Basically MS lowering the price target to $74 from $80 is their bear case. I'll take it.

Capitulation_0 Posted - 1 month ago

$XBI BPs' have been wondering the desert for 6 months to find the next gem. I think one of these gets bought out in the next 2 months.. $slno, $srrk, $lbph, $imcr.

Capitulation_0 Posted - 1 month ago

$IMCR MS lower price target to $74 from $80. I don't have access to the reprot. I wonder what they based this on... not that it matter.

KayleighMcEnany_Real Posted - 1 month ago

$IMCR I will be happy a year from now that I set it and forget it with this one.

goroke Posted - 1 month ago

$IMCR point