u/FanJunior5677

▲ 5 r/biotech_stocks+1 crossposts

Curious If Anyone Has Thoughts on IBRX (ImmunityBio)

Curious if there are others out there like me who have a positive long term view of IBRX and if so, how they view and think about the company's long term prospects. Admittedly I do not have any medical background that equips me to assess the viability of their (or any biotech company's) technology/drug therapies (Anktiva for example), but the initial and limited FDA approval seems promising and I also think there is high potential to scale internationally (Saudi Arabia approving them for both bladder and now lung cancer treatment for example) despite what is likely to be a very slow regulatory approval path in the US. I also believe in the founder, Dr. Patrick Soon-Shiong. I find the cancer-curing potential fascinating (enhancing T-cells in the body to specifically identify and kill cancer, and only cancer, cells while leaving healthy tissue alone). I own shares of IBRX but am just interested in discussion and in hearing other perspectives /viewpoints (good or bad) that can better inform how I think about the stock.

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u/FanJunior5677 — 19 hours ago

August earnings

price inching higher as we get closer to the earnings call.

wondering if anyone has any hot takes or bold predictions in terms of earnings? Will this be the month we see a modest uptick in sales? is the price moving upward because we are in the makings of a short squeeze? Does anyone actually expect sales to hit over 1million as wall street estimates after falling incredibly short on the last few estimates?

thanks

reddit.com
u/FanJunior5677 — 15 days ago

To dilute or not to dilute? That is the question.

wondering what everyone's guess is as to if / when next dilution will occur. They have enough cash runway for the next 8-12 + months, significantly reduced their overhead, but does anyone think that they would be so bold as to dilute again in the next 1-6months, I honestly wouldnt be too surprised if they announced another dilution next week.

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u/FanJunior5677 — 21 days ago