Everything posted by Harrison Stafford
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Surly #Stonks
Unsure of the %, but if it does happen, it would likely be steeper than parabolic.
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Surly #Stonks
UUUU + $1.40 to $23.92. How are those March calls looking?
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Surly #Stonks
@Gatorubet The FDA recommended IBRX file the BLA for this specific version of bladder cancer last January. The treatment for the other version of bladder cancer was approved and is the current standard of care. They are the same treatment basically. IBRX filed as recommended, there were new political appointees in place at the FDA that were not familiar with what IBRX was doing or had done so they issued a refused to file letter. Now IBRX is approved for >both< in Saudi Arabia. They went back to the FDA and showed the data they had on the other version of bladder cancer...96% specific disease control with at least 36 month non-progression. The refusal last time meant those patients next treatment was cystectomy. FDA can't argue with this data and said, ok, no new trials, just give us some specific data and IBRX said they would submit it within 30 days. FDA probably doesnt like that it is approved in Saudi Arabia before the USA. The last EAP that IBRX submitted got approved weeks after they got approved in Saudi Arabia. Lung cancer is going to put the same pressure on the FDA. Saudi Arabia is the only place in the world you can get the treatment. That revenue is about to start and I expect the new BLA to the FDA will not take that long to approve. The revenue is likely to keep accelerating with lung cancer. That is the biggest cancer mkt in the world...you can stay here and get second line treatment which is docetaxal with a 7-9 month survival, or you can buy a plane ticket to Saudi Arabia and get median survival of 21 months, and many are still going strong including a woman (mentioned by IBRX CEO, Richard Adcock, at last week’s JP Morgan Healthcare Conference in San Francisco) who was given 6-8 weeks to live on the current standard of care (chemo) which she could no longer tolerate. With the IBRX treatment, she’s still alive 43 months later with a high quality of life. This kind of stuff is going to drive NSCLC patients to buy a plane ticket to Saudi Arabia for treatment and put pressure on the FDA in the US to approve it. Approvals and revenue will drive this story and short covering could make it explode. Wonderful things are in store for cancer patients and for ImmunityBio….and the sky’s the limit.
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Surly #Stonks
This move is very reaI, it has just taken time.
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Surly #Stonks
Witches, all of them are witches I tell you.
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Surly #Stonks
IBRX + $1.80 to $7.32 UUUU + $1.26 to $23.20
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Surly #Stonks
Change in value of portfolio since Jan 2, 2026 is + $291,990 Core Positions (Non-sellable) *Trades made this year IBRX $1.98 to $5.52. 9,000 shares + $31,860 *Added 11,000 shares at avg cost of $2.84 + $29,480 EOSE $11.46 to $17.45. 15,100 shares + $90,500 UUUU $14.54 to $21.94. 10,000 shares + $74,000 RVPH $.28 to $.35. 20,000 shares + $1,400 GPHOF $1.41 to $1.66. 9,000 shares + $2,250 ARSMF $.31 to $.49. 30,000 shares. + $5,400 APAAF $.13 to $.15. 63,000 Shares + $1,260 Trading Positions *UURAF 10,000 shares purchased at $3.84/Sold at $4.97 +$10,700 UUUU 5,000 shares purchased at $15.10 to $21.94 + $34,200 EOSE 3,000 shares purchased at $13.92 to $17.45 + $10,590 ASPI 5,000 shares purchased at $7.66 to $7.74 +$400 In July/August ‘25, laggards were sold and went heavily into critical minerals stocks where the portfolio continues to be overweight.
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Houston Texans 2025 Season Thread
It’s time for CJ to begin his ministry.
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Houston Texans 2025 Season Thread
Point.
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Houston Texans 2025 Season Thread
We have 13 first downs. NE has 6.
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Houston Texans 2025 Season Thread
Our defense has to overcome their offense and our offense.
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Houston Texans 2025 Season Thread
CJ reminds me of Tony Romo and that ain’t good
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Houston Texans 2025 Season Thread
They’re going to need all the prayers they can get.
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Houston Texans 2025 Season Thread
After the win, we play Denver with no Bo Nix. The table is set.
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Surly #Stonks
Am expecting a lot of shorts to get a call from their margin clerk. There has not been close to enough IBRX volume to have covered 120 million shares sold short. So, if you’re sitting on the sidelines, it’s time to take the plunge with IBRX as the water is just starting to heat up.
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Surly #Stonks
Money will do that..
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Surly #Stonks
AH IBRX +.52 to $6.04.
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Surly #Stonks
UUUU +.92 to $21.88. The price of uranium has begun to climb +$1.60 today to $85.35. EOSE +.64 to $17.52 ASPI +.29 to $7.77 GPHOF +.11 to $1.64 IBRX +$1.33 to $5.28.. Looking hard at establishing positions in GMGMF & UAMY. It’s a wonderful day in the neighborhood.
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Surly #Stonks
Wally, are you in?
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Surly #Stonks
Hoping the 120 million short position continues to learn why that was a bad idea. Ride that wave, baby.
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Surly #Stonks
IBRX +.22 to $3.04. Bouncing all over the place.
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Surly #Stonks
IBRX has been as high as $3.30 pre-market. If it opens anywhere over $3, I’m a happy dude.
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Surly #Stonks
The US-Saudi summit begins tomorrow. Hoping we get a press release that pushes IBRX past $3. Release the hounds!
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Mike Tomlin leaving Steelers
Pittsburgh has lost seven consecutive playoff games. I hate to see him go.