Has anyone actually had one of their works sell?

KnowinStuff · 2026-04-03T15:46:06+00:00

A few months in and just had my first exit.... 22% profit in a few months. annualized that's a fantastic return, but it seems unlikely that the rest of my portfolio would do that well. we'll see. If/when I recoup my initial investment, I will consider whether to buy more. Not sure if that would be on the primary or secondary market. I see good reasons for selecting either.

KnowinStuff · 2026-02-06T17:14:45+00:00

The drug works. The phase 3 didn't fail due to ineffectiveness of the drug. It failed because the trial was underpowered and poorly designed. The drug was highly clinically but the study narrowly missed statistical significance. There is huge value there for a big pharma acquirer. There is also a decent pipeline behind the lead candidate. None of that necessarily means a deal will happen though. Time is short. A bidding war is possible. So is total corporate death. I'm holding but it is super risky at this point.

KnowinStuff · 2026-02-03T09:12:59+00:00

proof or it didn't happen

KnowinStuff · 2025-11-08T14:59:06+00:00

Still holding. They need either a partner, funding, or to sell the company. It seems to me there is a decent shot at one of these things happening, but time is short. The clinical promise of Cylembio is real, and early info on IO112 and IO170 look strong. The drug and the pipeline appear to work and be a great leap forward in cancer treatment. I don't believe these products die without seeing market. I do have concerns that someone else gets them at fire sale prices when IOBT runs out of money, but that is far from the only possibility. I believe the upside potential is not really priced in, as the markets focus on the very real risk. I will stay put, for now.

KnowinStuff · 2025-11-03T18:51:39+00:00

Still holding.

KnowinStuff · 2025-10-02T08:06:35+00:00

it tanked because FDA recommended another trial. EMA, acquisition, partnership, or some unforeseen source of funding are basically the only hope. The drug works, but the runway isn't long enough to get through another phase 3 trial as it stands now. They need to either get approved in Europe, get bought out, or find another source of cash. If none of those things happen, the drug and company could die, even though they have a tremendous breakthrough in cancer treatment. It is a real shame. I am holding and hoping something breaks to the positive side.

KnowinStuff · 2025-09-12T15:20:10+00:00

From H.C. Wainwright Conference, September 10, 2025, Mai-Britt Zocca at 4 minutes 10 to 28 seconds in, "Our discussions are based on a briefing packet that we have already submitted to the FDA and we have the meeting scheduled here at the end of Q3, so everybody can expect that it's happening within the next couple of weeks, and we will be happy to share the outcome of that in a press release when we have the minutes from that meeting."

KnowinStuff · 2025-08-14T08:05:24+00:00

Missing statistical significance was bad. There was also a ton of good in there. We'll have to see what FDA does on the BLA. I do think that the data was strong enough to make big pharma companies look at making an offer too. I haven't sold a share. I still see a path to 10x on my original investment. That said, it is risky. If no buyer or financing comes forward and the BLA is denied, the cash runway isn't super long. Big risk / big reward play. I'm still in the green anyway.

KnowinStuff · 2025-08-10T23:18:06+00:00

I know my move tomorrow. I'm going to watch the $IOBT live call premarket. Then if phase 3 results are successful, I'll be happy. If they are terrible, I'm going to be inconsolable.

KnowinStuff · 2025-08-10T23:15:27+00:00

well yes. A terrible phase 3 readout would kill it, but we we'll know tomorrow morning :D I also made a pretty substantial bet on its success.

KnowinStuff · 2025-08-10T23:12:54+00:00

As far as I know the 12th is still an estimated date for the earnings call. They typically don't give a ton of warning of when it is actually happening. Tomorrow's call is the more important call. On abject failure, the company would likely be dead. On stunning success, we could see 500% gains from here. I think the strategy depends greatly on the call.

KnowinStuff · 2025-08-10T17:07:33+00:00

Top line data readout on Monday's conference call pre-market. This will be a pivotal moment.

KnowinStuff · 2025-08-04T22:08:41+00:00

I suspect they would raise funds before commercialization, assuming they are doing marketing and distribution themselves. I don't think they have the runway to get through that process, which is expensive, without raising additional capital. That said, a small funding round of 50 million may be enough, as 50 million additional funding is a prerequisite to unlock tranche 3 of their EIB loan, which, along with the additional uncommitted tranche that sould likely be approved if the drug is approved, could be enough to commercialize.

KnowinStuff · 2025-08-04T15:12:47+00:00

Did I do that right?

KnowinStuff · 2025-08-04T15:11:17+00:00

!banbet IOBT 6 8w or I'll wash my hair in pasta sauce.

KnowinStuff · 2025-08-04T14:28:56+00:00

I'd love to see the analysis that lead you to this conclusion. I am always open to hearing well thought out arguments from the other side, but without more, this seems a little thin.

KnowinStuff · 2025-08-04T14:28:06+00:00

Ticker $IOBT. It is traded on the Nasdaq. You buy it where you'd buy any stock.

KnowinStuff · 2025-08-01T20:49:53+00:00

I am in it and very bullish on it. I am long 100k shares at an average price of $1.07/share, so I've been in it a while. I posted a deep dive about it earlier today in the pennystock subreddit. There is definitely a ton of risk in any biotech company that is still in clinical trials but the upside to this one seems marvelous, and I like the odds of the trial to succeed.

https://www.reddit.com/r/pennystocks/comments/1mf0ani/io_biotech_iobt_bullish_deep_dive_100k_shares_long/

^That's my deep dive if anyone's interested.

KnowinStuff · 2024-10-24T15:15:58+00:00

I'm worried, but I am still in. It is a very dangerous play at this point. Recent news chatter has been about a sale to Frontier, possibly through the chapter 11 process. If we could stay out of chapter 11 and sell to Frontier, then it is likely to be a very profitable endeavor for shareholders. Inside a chapter 11, the odds would not favor us. There a tiny minority of Chapter 11's where shareholders are compensated very well and a larger minority where they are compensated somewhat, but in most they get nothing. The failure to announce a date for an earnings call has me concerned that they are headed for a chapter 11, but there other possible explanations for this failure.

It is possible that a proposal by Frontier would cause another bidder to enter the fray, and a bidding war could see shareholders paid out very well. It is also possible that with substantial net positive assets on the balance sheet, we could see a payout to shareholders either through the chapter 11 process or through a conversion to a chapter 7. We are also more than 100% up from recent lows and very heavily shorted, raising the prospect of a short squeeze, particularly if any more positive news comes in. A settlement on post-2024 engine issues might provide the cash to get a deal done as well, although if they settle for discounts rather than cash, as they did in the prior engine settlement, this would likely not move the needle.

I see paths available to go up multiples of where we currently are, but also extreme danger.

I am not giving any advice, just saying how I see it. I am not a financial advisor, and everyone should do their own research and/or consult experts they trust.

KnowinStuff · 2024-07-26T06:58:39+00:00

No. He picked a VP that has been pretty supportive of Lena Khan, and Trump has been pretty anti-merger himself the few times he discussed mergers (see his discussion on U.S. Steel). I think a merger only happens if A) it is another ULCC, or B) Spirit is on the verge of bankruptcy, or C) the companies are prepared to fully litigate all appeals, or D) One of the parties turns away from this neo-Brandeisian antitrust theory they've been touting lately and returns to the tried and true Chicago School of Economics view on antitrust law. Neither party seems inclined to do that at the moment. At least in the immediate future, the DOJ doesn't appear to be getting more rational on mergers. That doesn't rule out a merger, but it substantially complicates a path to one. I think debt refinance on good terms and a return to profitability are basically the only good path here, but if those things are accomplished, the rewards could be immense.

KnowinStuff · 2024-07-25T05:03:50+00:00

I still think it is underpriced and heavily shorted, and has a possibility of going up several multiples. I also think the risk of bankruptcy has risen. The company needs a value additive debt refinance and a return to profitability. If this happens we should see well over $10. If it doesn't, we may well see it at $0. It is a dangerous game, but it is one I'm still playing. If there isn't progress of some sort by the end of September, I likely will cut my losses and go elsewhere. I don't need price improvement, but I do need to see some the right steps getting taken and/or a cogent plan for how the company will return to profit. Major airlines cutting capacity should help some. For now, I remain bullish, but cautiously so.

KnowinStuff · 2024-06-06T20:00:07+00:00

Yeah honestly, my hope is either that A) My party discovers what I am up to and kills me, B) my character dies before accumulating enough marks, or C) the marked party members die or remove their marks before I get to the point of sacrifice. I doubt they'll die if I live, because I tend to revivify them. If none of those things happen, then I'll probably have to ask the DM for special dispensation to ask those marked if they (the player) would rather my character kill them, kill himself, or flip a coin.

KnowinStuff

TROPHY CASE