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Harrison Stafford

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Everything posted by Harrison Stafford

  1. Low points offer a team of core winners time for inflection. However, if the odor of dissension is building, you can throw the preceding sentence out the window.
  2. https://bbc.com/news/world-middle-east-68806508 Iran’s navy seizes Israeli-linked container ship near the Strait of Hormuz.
  3. GERN +.27 to $3.71. PDUFA date is getting closer and , the last time I looked, almost 8% of Geron’s outstanding shares are sold short.
  4. Don Ohlmeyer supposedly fired Norm because he refused to let up on the OJ jokes. Ohlmeyer and OJ were friends. R.I.P. To be clear, that’s R.I.P. Norm.
  5. @BigOrange1 Ka-Ching. $513 big ones. No rush on my end also re: the dinero. Make it easy on yourself.
  6. So, you’re saying the Batcave is in Concan, Texas.
  7. Ford Motor announced today it had delayed the planned launches of three-row EVs in Canada and its next-generation electric pickup truck built in Tennessee as the slowdown in EV demand globally forces automakers to revise production plans. Ford said separately it was boosting hybrid electric vehicle offerings. The public acceptance of EV’s has slowed as hybrids are more popular than pure EV’s. Not great news for AMYZF (RecycLiCo) which needs EV demand to increase to make battery materials go up in value. There’s nothing wrong with AMYZF’s science or process and AMY’s joint venture with Zenith Chemical to build a battery recycling plant in Taiwan is well positioned with China’s push to EV’s. AMYZF has $20 million in cash and no debt. Just have to wait for EV demand to increase.
  8. @Hefeweizen When the price of uranium starts to move, if you like, I’ll let you know if you think you’d like to reenter UUUU in the future.
  9. I think the price of uranium has bottomed in the 80s and we’ll see $120 an ounce before the end of the year.
  10. I could give a long-winded answer involving power, money, social/religious views, etc. in the Arab world, but will make it brief. The powers that be are indifferent to the Palestinian cause. In fact, some Middle East regimes have treated their people almost as badly as Israel has treated the Palestinians. Many have spoken for Palestinian rights only because that has given them a semblance of legitimacy in the eyes of their people, but few are ready or capable of walking their talk. Those with the means to influence events do not mean what they say, and a few who mean what they say, lack the means to follow through.
  11. Between Hamas and the IDF, the Palestinian people don’t have a prayer.
  12. *GERN had $375,000,000 in cash as of December 31st…not $375,000. Whoops.
  13. Now, don’t sleep on the 1960 & 1961 AFL Championship Houston Oiler teams.
  14. Israel is fucking starving Palestinians, Fuck that shit!
  15. You’re going to finish third. Welshy’s Picks 1 will win it and I’ll finish second.
  16. Harrison’s Biotech Stocks at the end of Q1. IBRX (ImmunityBio) PDUFA date is April 23rd. Hoping for FDA approval of ImmunityBio’s bladder cancer drug, Anktiva. If approved, the company will go it alone or partner with Big Pharma. I don’t think a buyout is in the cards, but would gladly be proven wrong. 27,800 shares at avg cost of $9.77 GERN (Geron) AdCom voted 12-2 to recommend the approval of GERN’s drug, Imetelstat, to the FDA. PDUFA date is June 16th. If approved, I believe there will be a buyout. Having said that, GERN had $375,000 in cash as of December 31st and has indicated a willingness to go it alone. But, IMO, they will, in time, be bought. MDS is a large indication and will be too tempting for Big Pharma. 6,000 shares at avg cost of $3.19. *Have been holding this since 2013 & good shit needs to happen. RVPH (Reviva Pharmaceuticals) Phase 3 of their drug for schizophrenia, Brilaroxazine, is to be completed in Q4 of this year. I think Big Pharma partners with them before FDA approval in 2025. 15,000 shares at avg cost of $6.87.
  17. Our picks are the same going forward , but I trail you by 10 pts. If it breaks our way, you’ll finish first and I’ll finish second.
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