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Harrison Stafford

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Everything posted by Harrison Stafford

  1. Yes, IBRX has to do an efficacy trial for each cancer. They don't have to do a Phase 1 as it is already an approved drug and getting a label expansion for Anktiva's use is a bit lower bar than a brand new drug candidate....and the Quilt trials were a test on about every major cancer that hasn't had meaningful survival improvement in the past 20 years. Their website shows you where they are on each candidate. Anktiva's use as Bio-Shield has a much lower hurdle and FDA guidance as well, and it already has been granted EAP approval. Remember, checkpoint inhibitors hit receptors on lymphocytes (T-cells) to prevent cancer cells from evading them and are often given with chemo and or radiation. That leads to lymphopenia which leads to check point failure. Anktiva regenerates lymphocytes and thus rescues checkpoint inhibitors. Patrick Soon-Shiong suggests they don't even need the checkpoint inhibitors. So, yes, you could argue as @Blotto did that big pharma (and, Merck, in particular) could certainly want Anktiva, but Patrick and affiliates control 72% of IBRX. If he doesn't want to sell, then it ain't happening as long as he’s alive. Looking at his history, he owned 80% of the biotech that came up with Abraxane which resulted in him selling for over $4 billion many years ago. One more thing regarding the Merck-ImuunityBio connection. Some cancer patients are, currently, being treated with a combination of Keytruda (Merck) and Anktiva (ImmunityBio). This combination is being explored, particularly in patients with non-small cell lung cancer (NSCLC) who have not responded to previous checkpoint inhibitor therapies. The Lung-MAP clinical trial is investigating this combination as a potential treatment option.
  2. UUUU spiked to 10.41 this morning. Another 52 wk high.
  3. Yeah, buddy.
  4. Queen and Mott the Hoople partying down.
  5. Trump and the EU just reached a trade agreement. Tomorrow, we rise.
  6. Little Richard, Tammy Wynette, George Jones 1975
  7. No stop here. I’ve waited a long, damn time for UUUU to finally move and hope to bask in the glory of its continued ascent next week. Do you have a trailing stop?
  8. I disagree. PSS has a lot of skin in the game indicating his strong belief in the company's future prospects. However, it takes a buyer and a seller to make a market. In the long run, somebody’s right and some body’s wrong. Holding 32,800 shrs of IBRX at a cost basis of 8.85. My money’s where my mouth is.
  9. I know nothing about ALPP. I do know Patrick Soon-Shiong has put over $500,000,000 of his own money into ImmunityBio.
  10. There is a road to positive cash flow and earnings. The more approvals for more indications in more locations increase the opportunity. Increases in adoption once approved grows the revenues. One advantage is that the Quilt studies showed that Anktiva showed positive effects in a variety of cancers. So, you don't have to come up with a new drug for each. It also aids in additional approvals because Anktiva is already an approved drug. Looks like this mornings revenue report was good and institutional investors putting $80 mill more into the company bodes well. The Saudis wanted the Bio-Shield to be up and ready in 90 days if I recall. We should be at that 90 day target by late August. I remember Patrick on a podcast saying they wanted to be operational in 90 days and he was headed there the next week to work on getting stuff set up.
  11. I think they probably had to share some of that information with the institutional guys that were putting up the $80 million, so they needed to disclose it to everybody. It’s encouraging that since they got their J-code for billing and pricing, sales are up 246%. This was a sales and regulatory update with the 8K regarding the institutional investment. There should still be a full earnings report in a few weeks.
  12. We all need to say a prayer for good health and longevity for the Undertaker as he’s a huge ‘Horns fan, 60, who lives in Austin. He’s married to female wrestler, Michelle McCool, who played a significant role in getting him the necessary medical care, including several nights in the hospital and visits with cardiologists treating his AFib after WrestleMania 41. A good woman will add years to your life and the wicked witch of the west will send you to the…..undertaker.
  13. 71 ain’t that old if you know what I mean and I think that you do.
  14. UUUU hit another 52 wk high today at 10.03.
  15. Kooymans, the guitarist and co-lead singer of Dutch rock band Golden Earring, has passed away at the age of 77, after a long battle with ALS. With Radar Love (released in 1973), the band gave us, possibly, the ultimate road trip tune.
  16. Man, I like the cut of your jib. AMYZF has a process that efficiently recovers battery-ready lithium, cobalt, nickel, and manganese from end-of-life batteries and manufacturing scrap, supporting energy storage and broader industrial applications. Their process actually works. Ultimately, there will be increasing demand for the recovery of the critical mineral components of batteries in multiple countries that will require the kind of battery recycling AMY’s technology can deliver. All it takes is one decent-sized contract and we’re off to the races. I have 125,000 shares at a cost basis of .91, so either $10 or $20 by eoy and drinks are on me. Richard Sadowsky has been AMY’s interim CEO since last March. He’s a lawyer, consultant, and investment banker based in New York City and appears to be putting the company in position to actually start to make some fucking money. He knows what the company has and, unlike his predecessors, knows what the hell to do to unlock shareholder value. To date, this has been a bad ride, but the company has plenty of cash reserves coupled with a low spending rate. So, we wait as the world continues to change.
  17. UAVS was 1.12 a month ago. Today it’s at 2.72. Nice move, indeed.
  18. No joke, but I think AMYZF, finally, has a CEO who’s competent as the company’s trying to line themselves up for govt funding under the domestic production of critical minerals policy. Market seems to think today’s news is good (today’s press release is below). AMY’s recycling process works. The stock has gotten killed because of the drop in the price of lithium. That oversupply ain’t gonna last forever and the demand for lithium, primarily due to the growth of EV’s and energy storage, will cause the lithium supply to struggle to keep pace, potentially leading to a significant shortfall in the coming years. RecycLiCo Partners with Lucid to Strengthen North American Domestic Supply Chain for Critical Minerals and Metals July 23, 2025 - Surrey, BC RecycLiCo Battery Materials Inc. (“RecycLiCo” or the “Company”) (TSX.V: AMY | OTCQB: AMYZF | FSE: ID4), a critical minerals refining and lithium ion battery upcycling company, today announced that it, together with Lucid (NASDAQ: LCID) and other industry leaders has become a founding member of the Minerals for National Automotive Competitiveness Collaboration (MINAC), a partnership focused on accelerating the development and procurement of American-sourced critical mineral resources for use in automotive manufacturing by domestic automakers and Tier 1 suppliers. The other MINAC members are Alaska Energy Metals, Graphite One and Electric Metals. The MINAC members will work together to: Advance domestic mineral production through the completion of offtake agreements for American critical minerals for use in American automobiles; Identify and resolve barriers, and accelerate commercialization and customer adoption; Improve coordination between the mining and automotive sectors; and Support the qualification and procurement of domestically produced materials by American automakers and Tier 1 suppliers. The partnership recognizes the value of RecycLiCo’s advanced hydrometallurgical process to recover high-purity, battery-ready materials from newly-mined domestic ore, manufacturing scrap and end-of-life batteries and its potential contribution to onshore sourcing of essential materials and the establishment of a circular supply chain. “The historic realignment of the global trading environment, together with governmental initiatives fostering reliance on domestic sources, has highlighted the need for the efficient recovery and refinement of critical minerals. This collaboration with Lucid and our other MINAC partners is a direct response to that need and will help us to validate and scale our technology and work closely with industry leaders,” said Richard Sadowsky, Chief Executive Officer of RecycLiCo. As part of the collaboration’s launch, Mr. Sadowsky will join fellow MINAC members for a roundtable and event on July 23, 2025, in Washington, D.C. alongside Arizona Governor Katie Hobbs, Alaska Senator Dan Sullivan, and Representatives Begich (AK) and Biggs (AZ)
  19. UUUU sp jumped because they’re right in the middle of the rare earths game and our country (finally) is focused on reducing our dependence on foreign sources for REE. Energy Fuels is also the largest U.S. uranium provider. Big tech will need a >lot< of power for AI and nuclear power is the perfect match. The stock is just beginning to move with all kinds of upside. If you’ve held UUUU for some time (like me), perhaps, reconsider selling. Don’t want you kicking yourself when UUUU sp is higher at the EOY.
  20. Here’s to IBRX curing cancer and making us money. LFG.
  21. There were songs about Satan, witches, wizards, the black arts, etc. And the picture of the witch/spirit on the cover of Black Sabbath’s first album. She looked like she was probably carrying a disease, but she looked so good that you wouldn’t mind getting it.
  22. @Rip76 Your handle certainly applies today. RIP 76.
  23. I have a vivid recall of the first time I heard Black Sabbath. It was the fall of 1970 and my buddies and I were camping on a Friday night. One of them had an a track tape of Black Sabbath’s first album and he cranked it up and played the whole thing. We weren’t sure exactly what we were listening to, but we knew we liked it. RIP Ozzy.
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