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Harrison Stafford

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  1. I could be wrong. If PSS doesn’t sell the company, in that case, we’re on the ground floor of the next big pharma company.
  2. It wouldn’t shock me if Joe Espada got axed by the All-Star break if things don’t turn around in a big way. The team is playing bad, unmotivated baseball and that’s on the manager.
  3. Short term, there’s a distinct possibility of a seismic short squeeze to propel the sp of IBRX much higher. Long term, Patrick Soon-Shiong sells IBRX to Merck, BMS, or Roche in 2024, 2025, or 2026 at a value reflecting a sp of $50+. They all have patent cliffs coming real soon with Keytruda, Opdivo, and Tecentriq, respectively. Now, you can add Anktiva to their drug to extend the benefit and extending the runways of their drugs until Anktiva’s patent cliff in 2035. Plus, the only way Patrick Soon-Shiong maximizes Anktiva is by selling to Big Pharma enabling sales in China, Japan, and the rest of world, not just the handful of markets they had on that slide in last Friday’s presentation. And Patrick Soon-Shiong is 71 years old. Would you like to try and put together a global sales force at 71?
  4. As of the April 15th report, 54.838 million shares of IBRX were sold short. That’s up about 75,000 shares from the end of March. If they can get a squeeze going, IBRX will be something to behold.
  5. IBRX is supposed to begin shipping Anktiva May 6th. Anktiva will become the standard of care treating bladder cancer. You mos def want to make your sister aware of this drug!
  6. I dont think people understand the importance of IBRX’s news last week regarding treating lung cancer. With the trial results in 2nd line and 3rd line lung cancer and Anktiva being an approved drug in bladder cancer, a label expansion is not going to be nearly as difficult as a new set of trials (Phase 1, Phase 2, Phase 3). In fact, The FDA could fast track this treatment. IBRX + 2.35 to $9.70.
  7. My wife did her undergrad studies at South Dakota State and I’ve seen the Janke twins play a number of times over the past two seasons. This is a solid FA signing and I like their chances of sticking as special teams/WR.
  8. 40% of IBRX’s float is sold short. We’re going to a nice squeeze. The question is when. IBRX +2.12 to $7.24.
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