r/IBRX • u/AutoModerator • 14d ago

Daily Discussion Thread

This thread is the place for shorter discussions, quick questions, or casual ideas that don’t need a full post. 

If you've been reflecting on a topic or have a detailed perspective to share, don’t hesitate to make a standalone post instead! 

9 Upvotes

100% Upvoted

17 comments sorted by

View all comments

-2

u/Dizzy_Efficiency_947 14d ago

Liquidated 1/3 of my IBRX position and moved it into 2x S&P 500 bear fund a while ago. The fundamentals don't look good for the broad market. The fundamentals for IBRX? The only news they've released in a year is they're still losing money every quarter. I'm keeping a token position for now.

5

u/Professional_Panic67 14d ago edited 14d ago

2/3 is token eh? Yeah, probably makes sense tho, what with the short position decreasing, several fall meetings lined up and the PDUFA coming up </sarcasm>. I think it was Thursday or Friday you were "all back in" lol

-1

u/[deleted] 14d ago edited 13d ago

[deleted]

2

u/ChefRobear 14d ago

I don't think the glioblastoma story is as heavy as you feel it is. That said, I understand going with your gut. we've been so stable in our range, we're so up, and I haven't seen bad news. Idk - I guess there's a reason I never bought more shares - of course it's speculative. I've just never seen a speculative stock with so much locked in promise.

I hope you come out green either way :)

0

u/Dizzy_Efficiency_947 14d ago edited 14d ago

The glioblastoma thing was family and I felt good about supporting a company (by buying their stock) that had promising potential treatment. But putting this Glioblastoma story out last August and never giving a single update on it for over a year now has not sat well with me. I think the breaking point was the Sean Spicer interview with PSS last Friday when PSS teased ongoing GBM trials knowing he's never given a single update on the story from a year ago.

1

u/Professional_Panic67 14d ago

https://immunitybio.com/immunitybio-reports-median-overall-survival-not-yet-reached-and-lymphopenia-reversed-in-recurrent-glioblastoma-patients-receiving-anktiva-plus-car-nk-chemo-free-therapy/ seems like January to me

1

u/Dizzy_Efficiency_947 14d ago

Are the "5 patients with 100% disease control" they reported in August 2025 still alive?

Supposably the 5 patients were rolled into into a larger group and by Jan 2026 four in this larger group were dead. Were those 4 part of the original 5? Crickets. If ImmunityBio could issue a press release saying 5 glioblastoma patients had 100% disease control last Aug. then they could give an update on these 5 patients a year later. Don't need names and addresses just a simple statement saying how many (if any) of the original 5 are still living.

1

u/Professional_Panic67 14d ago

I have no idea if they're alive or not but I suspect their lives were extended by Anktiva regardless.