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Posted

UEC was up to 12.10 this morning  - so I took the 45% profit rather than be greedy.   Uranium plays look volatile, so the coward’s way out it is….

if I had another 10 or 15 years of employment, that would be different. But I might retire next year - so not losing what I have is my prime investment motivator. 

  • Hook 'Em 1
Posted
2 hours ago, bluto said:

Meanwhile onds just diluted the shit out of themselves. 40M shares at $5 offering, looks like total shares were 270M count. 

The vast majority of these drone and VTOL companies are years away from significant revenue, but they need cash. Whenever their prices spike upwards massively for no real reason, they will dilute to raise money that they will need in the future. Check out the last 6 months (for example they sold another 40M shares in Aug).

From their last annual report dated March 11, 25

Quote

The number of shares outstanding of the issuer’s common stock as of March 11, 2025 was 105,730,826

From their filing this morning

Quote

Our authorized capital stock consists of (i) 400,000,000 shares of common stock, par value $0.0001 per share, and (ii) 10,000,000 shares of preferred stock, par value $0.0001 per share, of which 5,000,000 shares are designated as Series A Preferred and 5,000,000 shares are non-designated (“blank check”) shares. As of September 5, 2025, we had 280,019,764 shares of common stock outstanding and no shares of preferred stock outstanding.

And they are authorized to sell 120M more shares, and they will. Its been publicly traded for 10 years with negligible revenue, its how they survive. 

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Posted
16 minutes ago, Dendox said:

so you are saying I should double my position in IBRX? (not investment advice, I know)

Come be a (bigger) bag holder with me!

Posted

Re: IBRX, this release today. Positive phase 2 data in lung cancer, let's land a phase 3. 

ImmunityBio’s ANKTIVA® Reverses Lymphopenia and Extends Overall Survival in Patients With Advanced Non-Small Cell Lung Cancer Resistant to Checkpoint Therapy

September 8, 2025

PDF Version

Severe lymphopenia, an adverse treatment effect associated with chemotherapy, radiotherapy, and immunotherapy, significantly lowers overall survival in non-small cell lung cancer and multiple types of cancer.1,2

With ANKTIVA, the first FDA-approved lymphocyte-stimulating agent, 80% of patients exceeded or maintained absolute lymphocyte count (ALC) above 1,000 cells/µL.

With ALC counts greater than 1,500 cells/µL, statistically significant prolonged median overall survival (OS) of 21.1 months occurred with patients alive ranging as long as over 4 years in stark contrast to the historical 7 to 9 months survival with docetaxel in these patients with advanced lung cancer.

Findings from the Phase 2 QUILT-3.055 study presented at IASLC 2025 World Conference on Lung Cancer in Barcelona, Spain represent a paradigm change in a chemotherapy-free treatment of lung cancer by activating Natural Killer cells and T cells, the lymphocytes key to inducing cancer cell death.

Patients are currently being enrolled in the randomized Phase 3 ResQ201A trial (NCT06745908), which is evaluating ANKTIVA + tislelizumab, a checkpoint inhibitor versus docetaxel alone in second-line NSCLC patients who have progressed after all standard therapies, including checkpoint inhibitors.

  • Hook 'Em 2
Posted (edited)
18 minutes ago, Anastasis said:

Re: IBRX, this release today. Positive phase 2 data in lung cancer, let's land a phase 3. 

ImmunityBio’s ANKTIVA® Reverses Lymphopenia and Extends Overall Survival in Patients With Advanced Non-Small Cell Lung Cancer Resistant to Checkpoint Therapy

September 8, 2025

PDF Version

Severe lymphopenia, an adverse treatment effect associated with chemotherapy, radiotherapy, and immunotherapy, significantly lowers overall survival in non-small cell lung cancer and multiple types of cancer.1,2

With ANKTIVA, the first FDA-approved lymphocyte-stimulating agent, 80% of patients exceeded or maintained absolute lymphocyte count (ALC) above 1,000 cells/µL.

With ALC counts greater than 1,500 cells/µL, statistically significant prolonged median overall survival (OS) of 21.1 months occurred with patients alive ranging as long as over 4 years in stark contrast to the historical 7 to 9 months survival with docetaxel in these patients with advanced lung cancer.

Findings from the Phase 2 QUILT-3.055 study presented at IASLC 2025 World Conference on Lung Cancer in Barcelona, Spain represent a paradigm change in a chemotherapy-free treatment of lung cancer by activating Natural Killer cells and T cells, the lymphocytes key to inducing cancer cell death.

Patients are currently being enrolled in the randomized Phase 3 ResQ201A trial (NCT06745908), which is evaluating ANKTIVA + tislelizumab, a checkpoint inhibitor versus docetaxel alone in second-line NSCLC patients who have progressed after all standard therapies, including checkpoint inhibitors.

Reminds me of an experience I had with a stonk (nasdaq, so maybe not really a stonk) some years ago.

Cousin tipped me off on said stonk on the eve of FDA approval for a drug that was effective at dosing iron to chronic kidney disease patients through dialysate.  Seemed like a good drug within that sphere, with a need.  And potentially elsewhere, as iron is notoriously difficult to achieve uptake in anemia and similar patients.

So, I made a tidy sum on approval, but held back a few hundred shares to see where it went.  Several analysts following the stock long and short, mostly analyzing efficacy and management, cash burn rate etc.

Sales were not forthcoming.  The analysts pontificated on why.  The company tried to get CMS to approve it and put it in the "dialysis bundle," but failed.

For all of this, none of the fucking analysts pointed out and I finally stumbled on it myself:  95% of dialysis patients in the United States are on Medicare.  CKD/ESRD and ALS qualify you for Medicare regardless of your age.  So, 95% plus of dialysates are purchased/paid for/approved by Medicare.  If you don't get it in the bundle, it's never going to sell.  Apparently, AMGEN getting EPO into the dialysis bundle was what kicked off their success.

The stock has now been delisted.

I lost a lot of faith in the "price discovery efficiency" of the stock market based on this.  Other than general trends via funds, it's fucking gambling and no one but insiders know more than anyone else.

Edited by TwiceHorn
Posted
1 hour ago, Anastasis said:

Re: IBRX, this release today. Positive phase 2 data in lung cancer, let's land a phase 3. 

ImmunityBio’s ANKTIVA® Reverses Lymphopenia and Extends Overall Survival in Patients With Advanced Non-Small Cell Lung Cancer Resistant to Checkpoint Therapy

September 8, 2025

PDF Version

Severe lymphopenia, an adverse treatment effect associated with chemotherapy, radiotherapy, and immunotherapy, significantly lowers overall survival in non-small cell lung cancer and multiple types of cancer.1,2

With ANKTIVA, the first FDA-approved lymphocyte-stimulating agent, 80% of patients exceeded or maintained absolute lymphocyte count (ALC) above 1,000 cells/µL.

With ALC counts greater than 1,500 cells/µL, statistically significant prolonged median overall survival (OS) of 21.1 months occurred with patients alive ranging as long as over 4 years in stark contrast to the historical 7 to 9 months survival with docetaxel in these patients with advanced lung cancer.

Findings from the Phase 2 QUILT-3.055 study presented at IASLC 2025 World Conference on Lung Cancer in Barcelona, Spain represent a paradigm change in a chemotherapy-free treatment of lung cancer by activating Natural Killer cells and T cells, the lymphocytes key to inducing cancer cell death.

Patients are currently being enrolled in the randomized Phase 3 ResQ201A trial (NCT06745908), which is evaluating ANKTIVA + tislelizumab, a checkpoint inhibitor versus docetaxel alone in second-line NSCLC patients who have progressed after all standard therapies, including checkpoint inhibitors.

Wasn't that yesterday's news?

Posted
25 minutes ago, TwiceHorn said:

I lost a lot of faith in the "price discovery efficiency" of the stock market based on this.

And certainly in a heavily regulated space like pharma/healthcare. I've lost far more money in small biotech than I have ever made. I swore them off for a while.

2 minutes ago, Coelenterate Fuccboi said:

Wasn't that yesterday's news?

Well shit, I guess it was. 

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