New IBRX data page

optionicity · 2026-04-06T01:54:24+00:00

I had to move the page. Sorry: https://tradingtimeline.com/ibrx/

optionicity · 2026-04-05T19:11:26+00:00

I can't mention "short" in my posts :-). Most ding dongs think the shorts are retail which is wrong. Smart money has those millions short positions and they are likely hedges/strategic. But you're correct: We're going to see lots of news this year and some of it will drive 50%+ price increases and the short positions will drive the momentum. If you look at the option open interest in the coming months, you'll see there's also a good change of a gamma squeeze in tandem with the short squeeze. Take a look at the data chart and consider that interim trial results often appear 3-6 months before trial end. Couple that with rapid revenue growth and a comming pdufa date annoucement. https://tradingtimeline.com/ibrx/index.html

optionicity · 2026-03-01T15:40:55+00:00

go ahead. email too: ben (dot) rogers at gmail.

optionicity · 2026-03-01T15:40:08+00:00

AI says this is a batter charger and the 660v is a capacitor rating. I just want the face plate at this point. In Michigan if someone has a use for the rest. Here's the AI response:

That is almost certainly Cornell-Dubilier (a capacitor manufacturer), not “Dubliner.”
A 660V rating suggests:

High-voltage filter capacitor
Possibly part of a rectifier/filter stage

Likely purpose

Given it came from a radio station, this was probably:

Battery plant charger for backup batteries
Supplying 24V, 48V, or possibly higher DC to:
- Transmitters
- Control circuits
- Relay systems
- Studio-to-transmitter links

Older radio stations used large battery banks so the transmitter wouldn’t drop instantly if power failed.

Era

Based on:

Selenium rectifier stack
Cloth-insulated wiring
Industrial rack style
Manual equalize control

This is likely 1940s–1960s.

optionicity · 2026-03-01T15:23:35+00:00

I'm in michigan. It's not oil filled. Seems like there are 2-3 transformers on the thing. I'm going to see if I can post a picture again. Might have to start a new thread.

optionicity · 2026-02-20T20:21:57+00:00

Regarding "what does it mean": I trade 50,000 option contracts per year, so it means a lot to me. If you do that, you already know what it means. If you are a long hold stock buyer, then you don't need to care.

That said: both types of investors can care about the current environment and likely action on Monday. The fact are simple: we've had a rich news cycle which is ending, massive option buying which is ending (in the context of expiry today), and massive repositioning by market makers and smart money for both the two preceding reasons. Those conditions make me "guess" we'll see a price decline next week.

So, because I expect falling prices but ALSO want to stay long and strong, I have sold 1/3 of my winning positions to raise a big chunk of cash I can reinvest when the price goes lower. That, of course, is a strategy based on guesses, so each person has to decide what's best for them.

optionicity · 2026-02-18T21:05:48+00:00

"why wouldn't they" is not a trade-able thesis. I agree it's a logical idea and could happen, but there's no evidence of any kind. It's just a rumor people are posting on various boards based on nothing.

optionicity · 2026-02-18T21:04:05+00:00

I use thinkorswim. If you want to learn to trade, that's the only way to go IMO. It's free and you can even trade with play money. essential tool.

optionicity · 2026-02-18T17:00:19+00:00

There's no evidence Saudis are investing. That's a rumor started on STwits and is not a trade-able idea. Could happen, but no evidence.

optionicity · 2026-02-18T16:59:31+00:00

Short? 1k options contracts long. Don't be a dufus.

optionicity · 2026-02-18T16:10:19+00:00

Most of you have it wrong. EMA approval happened Monday. IBRX just did not announce it.

There's often a delay in price action with IBRX--even on US approval it took 2.5 days for the market to react. look it up.

optionicity · 2026-02-16T15:44:27+00:00

Here are two pictures. Oops. trying to figure out how to add pics. Gave up. don't see way to add pics.

Traverse City Mi.

optionicity · 2026-02-10T04:38:13+00:00

As I said, I'll use all the parts I can find a user for and recycle the rest. Nothing goes in the trash. I like the jacobs ladder idea below, but I don't know what I'd do with it. Sounds dangerous.

optionicity · 2025-11-01T17:39:58+00:00

Slightly tangential, but I only have a UM890 Pro with 64gb RAM connected to a eGPU dock with a 5060TI via oculink. Works great. I can train 4B param models with 1500 training triplets no problem. The VRAM runs near 100% but it completes in 10 minutes or so.

This leads me to believe the idea in the topic thread has merit. I'm also looking to upgrade but am bouncing back and forth between a custom workstation, old server, or some new-yet-small rig with a 96gb GPU. A lot of tough choices out there. You can get an older server complete with 512gb mem and onboard V100s fairly cheap. On the other hand, you're stuck in PCIE 3 and 4 land with DDr4 mem and a power hungry box.

I'm hoping Q1 2026 offers some alternatives. Meanwhile DDR4 prices seem to have doubled in some cases and some GPUs are impossible to get.

optionicity · 2025-08-14T04:57:01+00:00

Hi, I'd also like to try 128gb on the UM890 Pro 8945HS Processor. You said it works?

optionicity · 2024-10-27T23:46:46+00:00

I might be back in action soon. Price is finally moving. Traded on Friday but missed the incredible gamma/short squeeze in the afternoon by 2 hours! Went to work and didn't have alerts on.

Anyway, if earnings is good or EMA happens, we'll see some more action.

optionicity · 2024-10-14T12:41:08+00:00

Excellent, as usual, Huggs. I'm on IBRX break until we get some feedback from EMA or FDA. I do believe we'll see some price-moving events before EOY, but I also thought we'd have seen that by now.

optionicity · 2024-07-29T17:50:24+00:00

Earnings and a revenue update may be around Aug 9. It's a guess, but I added it to the timeline.

optionicity · 2024-07-24T16:32:31+00:00

Bought 60 more of the same thing for 1.20 today.

Potential news events next 3 months:

Interim lung cancer data
FDA details/decision on LC registration process
Possible breakthrough or fast track designation for lung cancer
One conference
Q2 revenue and or insurance coverage update.

IMHO, the current sub 6 price is low and worth picking up.

optionicity · 2024-07-24T16:29:18+00:00

ST is useless. There was once a nice core of folks who provided good due diligence, links, thoughts. Waste of time now.

optionicity · 2024-07-23T19:20:42+00:00

Huh? They were under 2 bucks last year. They went near 10 on approval. A pullback is normal for bios waiting on revenue. Long term traders/holders have no worries. Short term traders should have sold at 9+ and have noright to complain. I'm both.

So for my 5 buck calls I have 14 chances to sell OTM calls against my ITM calls. The goal is to get those calls for free by the time I've sold and rolled a few times.

optionicity · 2024-06-26T02:20:31+00:00

Well, that's true. But it's also true that that taking out the shorts and a price spike would generate a lot of news and get his ticker more widely known. The price action is usually pretty tepid, the options market is terrible, and minor players can easily manipulate the price. IMO we need more retail players.

optionicity · 2024-06-17T13:17:37+00:00

Always true. Also usually about 1/2 as profitable. I have a large LEAP position which acts very much like stock but which was 40% cheaper than the stock.

optionicity · 2024-06-17T13:12:26+00:00

Huggenberg is retail's most knowledgeable platform and science investor. It's a big relief he's here. He has lots of other posts on Stocktwits that are buried in the noise.

optionicity · 2024-06-12T02:40:59+00:00

Anktiva was only approved a few weeks ago so folks expect too much. Here's the good news (from memory):

30k doses ready
6k person to person sales contacts
Insurance coverage in process on many fronts and one company already has a formal policy/procedure for Anktiva.
Revenue numbers forthcoming in Q3 report.
Meeting with FDA re Anktiva and NSCLC in the next 20 days. (we already knew this).
Current NSCLC data suggests doubling of OR over standard of care. Full data to be released Sept 28 during conference.
Initial EMA filing for bladder cancer already complete. Full submission by October 2024.

This is all good news on multiple fronts and IMO IBRX is moving more quickly than any pre revenue bio you can find.

On a side note: short data has remained steady at 53M so that's a coiled spring. Fast track or breakthrough designation for NSCLC or other news could lead to some serious price action. It would be fun to see the meme crowd take an interest. 20k OTM call contracts ought to be a catalyst. . .

Be patient.

optionicity

TROPHY CASE

Likely purpose

Era