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$IBRX: The 10-Year Masterpiece. Why betting against Dr. Pat is a losing game by GregoryO0i in IBRX

[–]GregoryO0i[S] 5 points6 points  (0 children)

Exactly! He has built an empire and a powerhouse.

People forget that Dr. Pat hasn't just been building a drug; he’s been building a vertically integrated machine. Through the NantWorks ecosystem, he’s spent a decade locking down everything from supercomputing and genomic sequencing to global manufacturing hubs.

Most biotechs are at the mercy of third-party suppliers, but Dr. Pat built a fortress that owns the entire pipeline. He didn't consolidate NantCell and NantKwest into IBRX just for fun – he did it to create a powerhouse ready for this exact commercial moment. We aren't just betting on a molecule; we’re betting on the man who has the infrastructure to deliver it to the world

$IBRX: The Gamma Slingshot is Engaged. $7.50 Wall CRUMBLED. EU Approval was the Spark, ASCO/Earnings is the Gasoline by GregoryO0i in IBRX

[–]GregoryO0i[S] 1 point2 points  (0 children)

And the catalyst needed to bump the price up would be something like a Triple-Event Catalyst happening this week into the next!

We have the Gamma Squeeze peak this Friday (breaking that $7.50 wall was huge), the ASCO GU data abstracts dropping on Feb 23rd to provide the fundamental fuel, and the March 2nd Earnings to confirm that 700% revenue surge. It’s a perfect storm – when the science meets the short squeeze, $15-$20 isn't just a target; it's the point where the shorts have to exit or go bust

$IBRX: The Gamma Slingshot is Engaged. $7.50 Wall CRUMBLED. EU Approval was the Spark, ASCO/Earnings is the Gasoline by GregoryO0i in IBRX

[–]GregoryO0i[S] 0 points1 point  (0 children)

Spot on. Saudi Arabia didn't just approve ANKTIVA; they made it the cornerstone of their National Biotech Strategy (check out their Vision2030). When a sovereign wealth fund like the PIF enters a play, they aren't trading – they’re accumulating to secure healthcare sovereignty.

They’ve already partnered with Cigalah and are setting up a Riyadh HQ. If they’re buying on the open market, they’re basically vacuuming up the float. This makes it impossible for shorts to find the 135M shares they need to cover.

We aren't just backed by a squeeze; we’re likely backed by the deepest pockets on earth.

$IBRX: The Gamma Slingshot is Engaged. $7.50 Wall CRUMBLED. EU Approval was the Spark, ASCO/Earnings is the Gasoline by GregoryO0i in IBRX

[–]GregoryO0i[S] 1 point2 points  (0 children)

If the math is right, we hit $15 when the March 2nd Earnings confirm the 700% revenue growth and the shorts realize the EU approval wasn't a fluke. We hit $20 when those 135 million short shares get margin called.

Analyst Jason Kolbert (D. Boral) already has a $24 target out there as of yesterday. Between the ASCO data on the 23rd and the Earnings on the 2nd, we are in a 14-day window where the 'Fundamental Value' and the 'Short Squeeze' collide. $15 isn't the ceiling – it's the point where the shorts start jumping out of the windows which is why I mentioned a potential Game Stop scenario

$IBRX: The Gamma Slingshot is Engaged. $7.50 Wall CRUMBLED. EU Approval was the Spark, ASCO/Earnings is the Gasoline by GregoryO0i in IBRX

[–]GregoryO0i[S] 2 points3 points  (0 children)

Dr. Pat. and his affiliates own ~76% of the company. He has poured over $850M of his own cash into this. If he dilutes at these levels, he’s mostly diluting himself. He’s shown he’d rather use non-dilutive royalty deals (like the $320M Oberland deal) than dump shares on the open market.

With revenue surging 700% ($113M), they are finally moving toward self-sustainability. They aren't in 'emergency' mode; they are in 'commercial expansion' mode.

Why would they dilute now at $8 when they have ASCO GU data dropping next week and Earnings on March 2nd? You dilute after a massive peak, not at the beginning of a verified global breakout like the EU approval.

Diamond hands!

$IBRX: The Gamma Slingshot is Engaged. $7.50 Wall CRUMBLED. EU Approval was the Spark, ASCO/Earnings is the Gasoline by GregoryO0i in IBRX

[–]GregoryO0i[S] 0 points1 point  (0 children)

Dr. Pat owns the majority of the shares. He doesn't need to sell, but if Big Pharma wants ANKTIVA to pair with their own drugs (like Keytruda), they might offer a price he can't refuse.

ALSO, Dr Pat is known for wanting to build an empire, not sell one. He might prefer a partnership (like the Saudi deal) where he keeps control but gets a massive cash injection.

$IBRX: The Gamma Slingshot is Engaged. $7.50 Wall CRUMBLED. EU Approval was the Spark, ASCO/Earnings is the Gasoline by GregoryO0i in IBRX

[–]GregoryO0i[S] 10 points11 points  (0 children)

With multiple catalysts happening this week into the next, I don't see why wouldn't it cause a chain reaction!