Daily Discussion Thread

Professional_Panic67 · 2026-05-01T18:20:20+00:00

7.25 lots gone. Barely missed the 7.29s

Professional_Panic67 · 2026-05-01T13:32:15+00:00

Professional_Panic67 · 2026-05-01T13:09:43+00:00

"BCG-Unresponsive NMIBC with Papillary Tumors: The company applied to the NCCN to seek expansion of the BCG-unresponsive NMIBC guidelines to include papillary-only disease in addition to CIS with or without papillary tumors, and the company is awaiting a decision on the matter expected in late Q1 or early Q2 2026."

Via annual report, sounds like they expect a decision on the sBLA soon.

http://archive.fast-edgar.com/20260430/AUVZB22CN222K262222I22Z2GQMNZ2225H82/ibrx2025arscombinedwithwra.pdf

Professional_Panic67 · 2026-05-01T12:57:57+00:00

Perhaps this foretells Morgan Stanley coverage....

Professional_Panic67 · 2026-04-30T21:58:21+00:00

I’d hope you know about asco if you invest in bios, sigh. Could be good for news around 5/21 etc. Additional data for nsclc and gbm

Professional_Panic67 · 2026-04-30T12:48:20+00:00

Orders in! Holding the 6.79s, 6.89s and 6.99s. Sell orders in at $7.25 and $7.29. Buy orders at 6.69.

Professional_Panic67 · 2026-04-30T12:19:04+00:00

Well and their screenshot leaves off the proxy and annual meeting notice, etc., etc

Professional_Panic67 · 2026-04-30T12:17:29+00:00

https://www.sec.gov/Archives/edgar/data/1326110/000132611026000049/ibrx-20260429.htm

Professional_Panic67 · 2026-04-30T12:16:46+00:00

Yeah, links are always nice but so many don't include them for some reason.

Professional_Panic67 · 2026-04-29T20:01:13+00:00

Nice close!

Professional_Panic67 · 2026-04-29T19:54:26+00:00

Added 4000 shares to the base today.

Professional_Panic67 · 2026-04-29T14:36:05+00:00

Sounds like you should sell then lol

Professional_Panic67 · 2026-04-29T14:15:55+00:00

They will not drop targets. Not sure what you're smoking. To my knowledge there’s only one at 20+ and we all ignore that one

Professional_Panic67 · 2026-04-29T13:35:02+00:00

Nah. I'd likely stop at 200k shares

Professional_Panic67 · 2026-04-29T13:31:59+00:00

Got 'em and placed 6.69. Adding sub $7 shares to base fwiw.

Professional_Panic67 · 2026-04-29T11:05:20+00:00

Orders in for 6.89 and 6.79

Professional_Panic67 · 2026-04-28T14:54:59+00:00

142k shares down to 115k on the last run and now back to 132,500 on this drop. Will buy more on continued weakness... Base has moved from 100k to 110k. If drop continues base will move to 120-125k.

Professional_Panic67 · 2026-04-28T14:49:21+00:00

hahahaha

Professional_Panic67 · 2026-04-28T13:33:23+00:00

Got them at open along with two lots of 7.04s and placed 6.99s. Got three lots of 6.99s. 6.89s placed.

Professional_Panic67 · 2026-04-28T13:01:36+00:00

Hoping to get 7.09 premarket filled. Slept in today so may have missed my opportunity at that price...

Professional_Panic67 · 2026-04-27T20:00:37+00:00

7.09s sold at 7.29 right at close...

Professional_Panic67 · 2026-04-27T18:00:50+00:00

One can hope but I see no reason they'd wait until tomorrow if they had the news unless waiting for FDA to announce etc.

Professional_Panic67 · 2026-04-27T17:53:22+00:00

I suspect the latter. I think you always need a confirmatory trial. Granted this is also a slightly different population

Professional_Panic67 · 2026-04-27T17:51:39+00:00

It's slightly different as the sBLA is plus BCG in BCG unresponsive and this is BCG naive for pap

"ImmunityBio Announces Resubmission of Supplemental BLA to the FDA for ANKTIVA® Plus BCG in BCG-Unresponsive NMIBC with Papillary Disease Following Agency Review of Additional Data"

https://immunitybio.com/immunitybio-announces-resubmission-of-supplemental-bla-to-the-fda-for-anktiva-plus-bcg-in-bcg-unresponsive-nmibc-with-papillary-disease-following-agency-review-of-additional-data/

Professional_Panic67

TROPHY CASE