Immune Design Corp fka IMDZ

[jondoeuk]

Thanks.

[mrdeals]

Congrats everyone!

I think NSPX is the next Merck target, get in while you can!

[TheFinalCD]

CONGRAT$$ MERC BUY OUT!!


$5.85

https://ih.advfn.com/stock-market/NYSE/merck-MRK/stock-news/79316361/immune-design-imdz-alert-johnson-fistel-investiga


IMDZ
MRK

[jondoeuk]

Am I the only one who believes this is being manipulated big time?

[Dream_Weaving]

Up 50% now, in a sea of red I give you massive moves.

I AM THE TRADING GOD!

[Dream_Weaving]

Yawn, up 40% now and this is about to go vertical.....

[Dream_Weaving]

Today is payday from low 1.30s, too bad I was the only one here.

[aristotelisonassis]

holding overnight

[Dream_Weaving]

Looking marvelous from those low 1.34s just days ago.....

[Dream_Weaving]

yet another huge score for me.

[Dream_Weaving]

But if you notice, I only "dropped by" here the day before it started to move last week and is now up 20% and now news this weekend.


I tend to do that, "drop by" a stock and it immediately moves upward, then comes the posters, then I sell and BOOK PROFITS and on to all the rest.

[jondoeuk]

I drop by and I'm sure a few others do too.

[Dream_Weaving]

Yawn, why did no one else buy with me low 1.30s? It is just so lonely here.

[Dream_Weaving]

Do you not understand when I say it is jiggy time????

[Dream_Weaving]

jiggy time.

[Dream_Weaving]

Am I the only one here?

[jondoeuk]

ASH abstract https://ash.confex.com/ash/2018/webprogram/Paper117932.html

[PennyWorld]

and Jam. I made 17% profit during pre-market just after it gapped down on the bad news from the night before. So there can be a silver lining in the clouds.

[420man]

Toast

[willlbone]

... Phase 2 study that showed the combination of CMB305 and Tecentriq (atezolizumab) is not likely to show a survival benefit...

[stockguard]

Immune Design Nearing Critical Point In Valuation
May 11, 2018 3:03 PM ET|8 comments | About: Immune Design (IMDZ)
Clover Biotech Research
https://seekingalpha.com/article/4173012-immune-design-nearing-critical-point-valuation

Biotech, momentum, short-term horizon, event-driven Summary
Immune Design has been stagnant all year, but is nearing a critical point.

The company provided pipeline and financial first-quarter updates.

Immune Design is a compelling investment opportunity for risk-tolerant investors.

Immune Design (NASDAQ:IMDZ) is up 15% since I penned my thesis article in early February.




Overview
This immuno-oncology play has been virtually stagnant all year. This is despite a ridiculous amount of insider buys (akin to what took place with a similar company, ADAP) after the share price plummeted in October due to dilution and trial delays.

Its technicals now appear primed for significant appreciation in the near term:

Quarter 1 Clinical Updates
CMB305

The company's lead drug candidate, CMB305, is currently targeting two indications: monotherapy (awaiting phase 3 initiation) and combination (ongoing phase 2) for soft tissue sarcomas.

In March, Immune Design updated investors on its clinical prospects.

We had discussed CMB305 in the previous article, concerning the following data:

Source: Immune Design Corporate Overview, January 2018

Assessing the data, we proposed at the time:

Pazopanib, approved and marketed for soft tissue sarcomas, donned a median OS of 12.5 months. Meaning, after 12.5 months of treatment 50% of the patient cohort remained alive. To contrast, CMB305 at 18 months has an overall survival rate of 76.2%. The data suggests a major improvement over current treatment. The trial is ongoing to determine median OS.

Bear in mind, overall survival (OS) is the length of time from the start of treatment that half of the patients in a group of patients diagnosed with the disease are still alive.

In the update, Immune Design announced a 23.7-month median OS following CMB305 monotherapy. This is nearly an entire year improvement over current standard of care.

The company plans to initiate a phase 3 trial assessing CMB305 as maintenance therapy in synovial sarcoma patients.

G100

It also provided an update for G100 in treatment of follicular non-Hodgkin's lymphomas. The combination of G100 and pembrolizumab provided an ORR of 54% while the historical pembrolizumab ORR showed 11% in a separate study.

The company intends to discuss G100's future with the FDA.

First-Quarter Financial Updates
Immune Design ended the first quarter of 2018 with $131.0 million in cash and cash equivalents, short-term investments, and other receivables. Net loss for the latest quarter was $13.3 million. The company is funded into 2H 2020.

With a market cap of $180 million and $131 million in assets with no debt obligations, the market is valuing the entire pipeline for very little. Concerning the field (immuno-oncology) and the data, Immune Design seems very undervalued.

Lucky Seven Portfolio
We will initiate a buy in Immune Design at whatever the EOD price may be on 5/11 and add it to the Lucky Seven portfolio.

Risks
Immune Design has no or little means of revenue and, therefore, may resort to diluting to raise funds.
Shares may continue to fish for new bottoms. Timing "when to buy" may be difficult.
An investment in Immune Design may take a while to become profitable/may never become profitable.
Clinical data may disappoint.
The company may experience significant delays in advancing therapeutics through clinical trials.
Its share price movement is highly influenced by the overall biotech sector.
CMB305's viral vector was constructed from genetic sequences derived from HIV and may cause patients to test false positive for HIV. This may make patients reluctant to choose this therapy due to public's negative perception.
If its products are to ever reach the market, they will likely be met with larger competitions.

[stockguard]

[stockguard]

MoMo algo`s going to kick in. Breaking out and looking for another 20% push higher form $4.30 close......

[chmcnfunds]

Immune Design Reports Data Update for Lead Immunotherapy Programs: Improvement in Survival for CMB305 Monotherapy in Sarcoma and Increased Objective Responses for G100/pembrolizumab Combination in Follicular Lymphoma


Median overall survival of 23.7 months following CMB305 monotherapy represents approximately one-year extension of survival compared to published data in soft tissue sarcoma patient population

Objective response rate (ORR) for follicular lymphoma patients treated with G100 and pembrolizumab combination therapy increased to 54%, with a 75% ORR in the subset of TLR4-high patients

SEATTLE and SOUTH SAN FRANCISCO, March 12, 2018 (GLOBE NEWSWIRE) --

Immune Design (IMDZ), an immunotherapy company focused on next-generation therapies in oncology, today announced updated data from two separate trials evaluating its lead product candidates, CMB305 and G100. CMB305 is a novel prime-boost immunotherapy targeting NY-ESO-1+ cancers, and G100 is a novel synthetic TLR4 agonist for intratumoral immunotherapy. Evidence of clinical benefit continued to mature with both agents, providing not only further support for the advancement of both programs, but also supporting the view that an immunotherapy may provide additional clinical benefit with time.

Data Update from the CMB305 Monotherapy Trial

Immune Design initially presented data at the American Society of Clinical Oncology 2017 Annual Meeting from 25 NY-ESO-1+ soft tissue (STS) patients, including 14 synovial sarcoma patients. The median follow up at the time was 11.4 months, in a patient population where 92% had relapsed or refractory metastatic disease, 52% had received ≥2 lines of chemotherapy, and 56% had actively progressing disease at study entry, an unfavorable prognostic factor.

As of the time of the most recent data analysis, median follow up of patients was 17.7 months. Observations are as follows:

• Median overall survival (OS) across all STS patients has been reached at 23.7 months. The median OS for the subset of synovial sarcoma patients, the targeted patient population in the company’s planned Phase 3 trial, has still not yet been reached.

These survival data compare favorably to the reported median OS for approved second line and later agents, which are only 12.4-13.5 months for STS patients, and 11.7 months for synovial sarcoma patients specifically.
• Patients who develop an anti-NY-ESO-1 immune response on CMB305 therapy have better survival.

• CMB305 continues to be well tolerated, with only one Grade 3 adverse event.

Data Update from G100 and pembrolizumab Randomized Phase 2 Combination Trial

Immune Design initially presented data at the 2017 American Society of Hematology Annual Meeting (ASH 2017) from a randomized Phase 2 trial of 26 follicular lymphoma patients, pursuant to a collaboration with Merck. Patients were randomized evenly to one of two treatment arms: G100 with fractionated, low-dose radiation (XRT) or G100+XRT with pembrolizumab combination therapy. The data have matured as of the most recent data analysis, with observations as follows:

• Additional responses have been observed in the combination arm (54% ORR, compared to a 15% ORR in the G100+XRT arm). This is an improvement from the ASH 2017 data, which showed an ORR of 39% in the combination arm.

• The patient population with high TLR4 expression in the tumor continue to receive greater benefit, with an updated 75% ORR on the combination arm (6/8 patients), an increase from the 57% ORR reported at ASH 2017.

These data compare favorably to pembrolizumab monotherapy presented at ASH 2017, which showed an 11% ORR in a separate follicular lymphoma study.
• 77% of patients in the combination arm experienced abscopal tumor shrinkage in un-injected tumors, compared to 54% of patients in the G100+XRT arm.

• Patients in the combination arm demonstrated a greater increase of CD8 T cells within the tumors, as compared to the G100+XRT arm.

• The safety profile continues to appear favorable when compared to recently approved therapies for patients with relapsed/recurrent disease.

“These are exciting new data that provide stronger translational and clinical benefit profiles of our CMB305 and G100 therapeutic candidates in important forms of cancer where unmet need persists,” said Carlos Paya, M.D., Chief Executive Officer of Immune Design. “Armed with these findings, we look forward to beginning a Phase 3 pivotal clinical trial midyear 2018 to investigate CMB305 as a maintenance therapy in synovial sarcoma patients - an important step in our goal to provide a new treatment option to this patient population. In addition, these new G100 data give us greater confidence in the promise of this novel therapy in follicular lymphoma, and the potential to expand into other tumors.”

Upcoming Presentation and Conference Call

Senior management is scheduled to present at the upcoming Cowen & Company 38th Annual Health Care Conference on Monday, March 12, 2018 at 9:00 a.m. Pacific Time/12:00 p.m. Eastern Time in Boston, as well as host a webcast and conference call at 1:30 p.m. Pacific Time/4:30 p.m. Eastern Time on March 14, 2018 to discuss fourth quarter and year end 2017 financial results. A live webcast of each presentation will be available online from the investor relations page of the company's corporate website at http://ir.immunedesign.com/events.cfm, and an archive of each presentation will be available on the company website for at least 30 days. The March 14, 2018 live conference call may be accessed by dialing 844-266-9538 for domestic callers and 216-562-0391 for international callers. A telephone replay of the call will be available for five days by dialing 855-859-2056 for domestic callers or 404-537-3406 for international callers and entering the conference code: 3777048.
_____________________________________________

IMDZ

[QServus]

Looks like it's heavily shorted. But still a nice trade

[DTGoody]

Looks like the Dumping has stopped to me! Maybe once it breaks $5 Dollars it can take back off again!

[QServus]

It's going to run when dumping is done

[DTGoody]

All these insiders buying shares kind of make we think we are undervalued here?

[willlbone]

Probably going to slowly bleed until next quarter.

[QServus]

Going to $3 - reload then

[willlbone]

Dilution and drug failure

[QServus]

Very!

[Chuckx]

Bullish !!

[QServus]

Churning at 5.20 like mad - crazy run next week imo

[QServus]

Looks like bottom is in

[QServus]

Break that resistance @ 6 and off to the races

[QServus]

RBC upper their target on this from $20 to $23 after the Wells Fargo downgrade

This is gonna be a goldmine

[QServus]

Yea but $6 is almost hitting now after market

[shurtha2000]

Down 6 days in a row -50%

[QServus]

We can definitely close 6.50-7 tomorrow

[QServus]

Yep, why did it drop in first place lol

[shurtha2000]

Stuck at $5.60 AH's should bounce tomorrow

[QServus]

Huge news out we gap up tomorrow wow

[QServus]

I think we'll have a good bounce tomorrow

[QServus]

Why did it drop so quick ? I didn't see anything but positive data last few days

[Bleederhead]

I had to get out. Pushed my comfort threshold with the continued drop.... I have absolutely no idea where that Ticker is going. Technicals should call for a bounce... But I'm eyeing closely...

[QServus]

What's the scoop why the big drop

[QServus]

Seems like rock bottom opportunity here

[Bleederhead]

I'm in for this upcoming ride. Glta

[wiltonio]

BROOKSIDE CAPITAL MANAGEMENT LLC has filed a new 13G, reporting 5.07% ownership in $IMDZ - https://fintel.io/i/brookside-capital-management-llc and https://fintel.io/i/brookside-capital-management-llc