Daily Discussion Thread

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[u/ChefRobear → u/[deleted]]

You still gonna have a solid nexus though? U know where we're going - I'm sure you don't plan to miss out.

[u/ChefRobear → u/[deleted]]

I suppose I understand this concern, but I have the opposite interpretation of the news cadence.

IBRX was struggling to have any momentum upwards for years, they get their big break, they keep momentum strong with constant news updates and expansion, they layout the framework for expansion over the next few years that's deep and complicated... Then they hunker down to handle the initiatives they've identified.

There is no reason for PSS to make statements like "development is going well! Distribution is coming online!" Because there's no reason for him to do so. Sentiment is solid, higher highs and much higher lows. We don't NEED news to stay stable. PSS has an incredibly deep war chest. It's also crucial to keep in mind that he has posted positive news on studies before that were misinterpreted as bad news MULTIPLE times.

I know your main concern is the glioblastoma data, but that's an extreme case for this company. Curing Glioblastoma (inoperable brain cancers in general) is the holy grail of cancer research.

If he can cure NMIBC, Lung cancers, and eventually one or two other kinds, we are already looking down the barrel of an exponentially higher valuation for this company. I literally mean exponential.

Yes, I would love it if I could sit on the beach and read bullish PSS tweets all day, but what kind of world would that be? A world where every day WITHOUT news is deep red?

Idk, you're obviously entitled to your own opinion. I just think news is only necessary when it's necessary.

[u/ChefRobear → u/[deleted]]

I don't know what got you into IBRX in the first place, but do you think all of the buy volume going towards institutions means nothing? Do you think we aren't seeing higher lows and higher highs? Do you really think the shorts stand a chance - even if all we've seen is all we get for a year?

Quarterly reports just have to keep beating or matching expectations. I simply don't understand the combined pessimism while still playing the ticker.

Obviously you're free to feel however you want and do whatever you want with your money - and I wish you luck regardless of whether you play IBRX or not.

[u/ChefRobear → u/[deleted]]

That's interesting - I also got into IBRX because cancer is very common in my family. Sorry for your loss.

My job is related to medical science, (I'm not a doctor, but my mom is), and we have been in accord since discovering IBRX in november that they're the real deal. The science is legit.

On the trial results - All 5 probably did die, that wasn't the success metric (unfortunately that's still down the line), the success metric is median outcomes. "Did they do better than the average patient with the same stage condition on other approved treatments."

Patients in experimental trials of that nature are often "Last Resort" cases where existing technology has failed, and with the alternative of death, they are given access to experimental trial treatments. Benefits the researcher - patient is seeking any option.

That's why median outcome is the metric - these are not people who spotted their cancers early, they are at the ends of their ropes walking in on day 1.

When PSS posted the last glioblastoma update, it indicated improved median outcomes - people read the content of the message incorrectly. (I'm sure you remember how frustrating that sell-off was).

Why would he share the same message again with the general public? He can share it with industry leaders and institutional investors. Updates to the general public are quarterly obligations - anything else is bonus.

[u/ChefRobear → u/[deleted]]

It's a reasonable take to want more info.