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Harrison Stafford

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Everything posted by Harrison Stafford

  1. 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.
  2. 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?
  3. 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.
  4. 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!
  5. 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.
  6. 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.
  7. 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.
  8. So, IBRX concluded their conference call/webcast a few minutes ago and the stock is +1.12 to $6.23. IBRX….the next big thing
  9. Man, if I can’t sell you on IBRX, I’ve lost my touch.. You might look at Geron (GERN). Their PDUFA date is June 16th for their blood cancer drug, Imetelstat. AdCom voted 12-2 in favor of the drug in March, so it’s likely they get FDA approval in June. MDS is a large indication and will be too tempting for Big Pharma not to scoop up Geron. It’s a 3 bagger…possibly more. Doesn’t have the massive upside of IBRX Yeah, I knew it was lengthy, but shit needed to said. I think IBRX may be on the edge of looming large.
  10. We’re going to find out how much patience Crane has. I wouldn’t be surprised to see a managerial change at the All-Star break if things don’t improve OR look for a player dump in exchange for minor leaguers on the rise. Rome fell, I guess it happens to baseball teams as well.
  11. Oh, yeah? Well, when you’re floating down the gutter and I’m a gazllionaire, I’ll buy you a bottle of wine. You know, it doesn’t hurt to insert a word of caution. These are stonks, and as such, they are high risk and high reward. It’s like Babe Ruth at the plate.. You either strike out or hit a home run. Holding 27,800 shares at an avg cost of $9.77. I’m looking for a shot into the deep centerfield seats.
  12. https://ir.immunitybio.com/news-releases/news-release-details/immunitybio-announces-positive-overall-survival-results-anktiva. So, this week, ImmunityBio (IBRX) got approval for their bladder cancer, drug, Anktiva This will go up against Merck’s drug, Keytruda, but Anktiva will become the standard of care for the bladder cancer indication as their results were much better than Merck’s. Today, IBRX announced that Anktiva in conjunction with Keytruda could almost double the survival rate in the standard of care for patients with >lung cancer<. Even the lung cancer patients getting Keytruda and seeing a benefit will eventually relapse. Adding Anktiva to the equation causes the checkpoint inhibitor to resume function. This may exist for several other checkpoint inhibitors and represents a rescue therapy for those with failing checkpoint inhibitor treatments and disease progression in a variety of solid tumors. To that end, IBRX also has a study in phase 2 treating pancreatic cancer with Anktiva in combination with other drugs (now, that Anktiva is FDA approved, label expansion based on second and third line trials can allow other applications). ImmunityBio has a meeting scheduled with the FDA in June to discuss the path to a registration filing of Anktiva plus Keytruda for people (previously getting only Keytruda) whose lung cancer did not respond to checkpoint therapy. ImmunityBio also gets $100 million in nondilutive cash as an infusion with Anktiva’s approval bringing their cash on hand to approximately $240 million for the launch of Anktiva as a treatment for bladder cancer. IBRX will need to build their distribution network from the ground floor as this is their first FDA approved drug, but that’s going to happen. Keytruda sold almost $7 billion in the last quarter as a treatment for various cancers. Do your own DD, but IBRX appears to have limited downside and enormous upside. *Because of the passing of my mother-in-law, I hadn’t planned on visiting Surly today, but the lung cancer treatment with Anktiva is huge and if you’re invested in IBRX or are considering investing in IBRX, you needed to know whazzup.
  13. That’s an insult to all the donkey ballz in the world.
  14. So, our SP tonight has an ERA of 11.57 and the Cubs SP has an ERA of 1.80. No es bueno.
  15. Yeah, it blows. I beat myself up on a daily basis and am way beyond ready for UUUU, RVPH, IBRX (and EOSE, GERN & AMYZF) to be awash in a sea of upticks. I feel like crap as people on this board may have bought and sold these stocks at a loss or are sitting on paper losses (like yours truly). However, the reasons for taking positions in these equities haven’t changed. The timeline for the payoff on a few them has moved in the wrong direction, but the story’s still good. Would post a synopsis of what I see as reasons to buy or hold UUUU, RVPH, IBRX, EOSE, GERN, & ANYZF, but that’s going to have wait for a few days. My wife’s mom passed away this morning and my focus is elsewhere than the bottom line.
  16. Trev Alberts fired 18 employees in the Texas A&M athletic department today. Among those released were Justin Moore, executive deputy athletics director and chief operating officer, as well as Chris Park, deputy athletics director for external relations and business development, and Tyler Pigg according to a source with knowledge of the situation No comment by Trev. This is what happens when you have to pay someone $60,000,000 to not work there.
  17. Anktiva will be available in US mid-May. The big question is does immunityBio remain an unencumbered asset or choose to partner? The company has lots of options on the table. ImmunityBio will have a conference call & webcast this Friday, April 26, at 10AM CDT. We should get some answers.
  18. Patrick Soon-Shiong, a partial owner of the Los Angeles Lakers, said Anktiva represents the first validation of what he called the “triangle offense” of an immune response. (Pier Marco Tacca/Getty Images) After a merger and an FDA rejection, celebrity businessman and biotech entrepreneur Patrick Soon-Shiong’s ImmunityBio has landed the company’s first U.S. approval in the cancer immunotherapy Anktiva. Anktiva, which is an interleukin-15 superagonist, is now cleared by the FDA alongside the Bacillus Calmette-Guérin (BCG) vaccine to treat patients with BCG-unresponsive non-muscle-invasive bladder cancer (NMIBC) with carcinoma in situ (CIS), ImmunityBio said Monday. The drug will now compete with Merck & Co.’s PD-1 inhibitor Keytruda and Ferring Pharmaceuticals’ gene therapy Adstiladrin in the same NMIBC CIS setting regardless of the presence of papillary tumors. Both Anktiva and Adstiladrin are administered directly into the bladder, while Keytruda comes as an intravenous therapy.
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