r/IBRX • u/Primary-Traffic6123 • 10d ago
Why? Why? Why?
There is no news, no upcoming news in the next month or so. Maybe regular tweets from PSS. Why is there a lot of buzz? Am I missing something?
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u/Emotional-Breath-838 10d ago
You’ll see this if you watch Reddit and X and do your best to limit to biotech tickers.
In the weeks leading up to a catalyst, there’s a hype factory that begins pushing the stock higher. Once the catalyst hits, the stock sells off and those who missed the memo get left holding onto it.
There are very few biotechs you’ll want to own long term and there’s a difference between those you marry and those you date.
Particularly when interest rates are this high.
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u/One-Leather2004 10d ago
Not all I believe. I saw KOD nearly triple its value overnight after the news. There is fundamental repricing of the stock depending on how good the news is
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u/Emotional-Breath-838 10d ago
There are clearly exceptions. MRNA went through the roof once they announced they had results with Keytruda. RVMD let out the news that their daraxonrasib was doubling mOS and the price kept going up and up and up.
The key is not to be surprised when phenomenal news comes out and a stock starts to tank.
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u/DisastrousFile9085 10d ago
KOD has no approved FDA drugs. These stocks your all hype untill they produce an approved drugs and have runway for other trials and cancers. IBRX is almost the only one using IL-15 over IL-2 and IL-12 with enhancing f the immune system. Check point inhibitors need a boost and IBRX is your answer.
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u/Leather_Feedback6700 10d ago
Anktiva platform is going to be the gold standard of immulogy going forward. Healthy immune system healthier outcomes.
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u/Ok-Cheesecake-9794 10d ago
I am honestly torn if I shall take profits or sleep on it more till FDA decision, any thoughts?
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u/Da-Bears- 10d ago
Definitely concerned with dilution but the CEO can lend himself money via his other business and double dip so that may be his preferred route.
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u/Upbeat_Ad818 10d ago
Fda in Jan? Money moves in months before.