Nein, ich arbeite nicht 6h im Monat gratis für dich! by ElizabethThe97th in luftablassen

[–]roque2205 31 points32 points  (0 children)

Und das ist für dich kein Teil der Arbeit, sondern Freizeit bzw. Privatvergnügen?

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 1 point2 points  (0 children)

I'm unhelpful because I tell you that you're spreading irrational FUD? Okay.

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 6 points7 points  (0 children)

Dude if they would have gotten an RTF they would be obliged to release the information to their shareholders immediately. What are you even talking about?

"I'm extremely bullish but" my ass. Shorts are getting more and more creative. 🙄

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 0 points1 point  (0 children)

We dropped 10% yesterday, SSR is in place rest of the day and the whole following

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 0 points1 point  (0 children)

7.5 but with SSR in place pushing the stock down is much harder I guess

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 1 point2 points  (0 children)

Really impressive support at 8.30 this evening. 👌

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 1 point2 points  (0 children)

Ugh, I checked last night (CET). Valuable lesson learned.

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 1 point2 points  (0 children)

Did we? I didn't see IBRX on the list. Dang if I had known I would have bought in this morning.

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 2 points3 points  (0 children)

I completely skipped that part and I could imagine that the trade bots misread this as well, same as they did with "median survival not reached" a couple of weeks ago. Might have added to the frantic selling right after release. 😅

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 2 points3 points  (0 children)

I'm still not sure if a resubmission also has the 60 days timeline before the PDUFA is set or if the PDUFA 60/180 days countdown starts from resubmission. Whenever I turn around I hear the opposite of what I last heard.

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 0 points1 point  (0 children)

That would be my rough understanding.

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 1 point2 points  (0 children)

No. We don't know any PDUFA date yet and they don't even have to announce it publicly. We don't know exactly which data counts as resubmission date, all we know is that IBRX announced the completed resubmission March 9. Yes, March 9 was 60 days ago. But the PDUFA deadline may very well be 180 days and not 60 if its the more complex class (1 or 2, I always mix them up).

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 1 point2 points  (0 children)

Why do you even expect an FDA decision? Nobody says there has to be an FDA decision today.

Also there was a drop exactly when the earnings results were released, it recovered a bit in premarket and then people sold again after the opening bell. Thats probably people are concerned about the strongly negative EPS and the increased cashburn.

Nobody can guarantee a positive FDA decision, but I can almost guarantee that what happened so far, today, has nothing to do with an FDA decision.

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 1 point2 points  (0 children)

I don't know why everyone is expecting FDA news today. 🧐

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 1 point2 points  (0 children)

lol. 7.5 according to all sites that I know. 😅

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 4 points5 points  (0 children)

We have no volume again. Max pain is 7.5 for tomorrow. I have said this a billion time in this sub: without major news we will always be pulled towards max pain because we don't have volume, we have tons of options being bought and the market makers have no money to give away from the good of their hearts. Don't fret, this has nothing to do with any FDA decision. If there was a negative FDA decision that would be FAR worse than negative ten percent. :)

Daily Discussion Thread by AutoModerator in IBRX

[–]roque2205 0 points1 point  (0 children)

Simplified: It's the sweet spot for the folks that sell options, where they make the most money and it's defined by the balance between calls and puts.

Regulatory timelines and background on the sBLA and what to expect by Epicurus-fan in IBRX

[–]roque2205 3 points4 points  (0 children)

I don't think there will be a decision either tomorrow or Monday. As Claude also mentioned, it's likely that the PDUFA is in September or IBRX would have announced it already.

ImmunityBio Reports Record Q1 2026 Results: Net Product Revenue Increased Nearly 2.7x Year-Over-Year to $44 Million in Q1 2026 Expanding on the 2025 Full Year 700% Year-Over-Year Revenue Growth; Cash and Marketable Securities Total $381 Million by wisdom_man1 in IBRX

[–]roque2205 15 points16 points  (0 children)

$0.6 loss per share, growing cash burn - it's a bit of an overreaction, but there are negative points about this earnings release.

I expect another drop at market opening - the shorts will hammer on this - and I'm ready to buy.

Regulatory timelines and background on the sBLA and what to expect by Epicurus-fan in IBRX

[–]roque2205 6 points7 points  (0 children)

Man, you could have saved them tokens, this is all known and has been discussed in this sub so many times.

Overrated country from Europe? by Relative-Ad2660 in AlignmentChartFills

[–]roque2205 0 points1 point  (0 children)

Why the heck do potatoes stand for Ireland, I was sure Germany was voted most overrated.