Beerdicus

@Tradelearner022 Thanks for the explanation. Very helpful

Great question. It feels like a paradox, but there is a structural reason why shorting continues even when the "borrow" is zero. It’s not necessarily 'Naked Shorting' in the criminal sense, but rather 'Operational Shorting' through legal exemptions. $IBRX. Hopefully this explains. 1/ The Market Maker Exemption (Reg SHO Rule 203b) Under Regulation SHO, "Bona Fide" Market Makers (MMs) are exempt from the Locate Requirement. Their job is to provide liquidity. If you want to buy 10,000 shares and no one is selling, the MM is obligated to sell them to you even if they don't have them. They effectively "short" the stock to fill your buy order, creating a Fail to Deliver (FTD) that they have T+4 to T+6 days to close out. 2/ Operational Shorting (The ETF Loophole) If $IBRX is in an ETF (like XBI), MMs can short the ETF, buy the other stocks in the basket, and leave the $IBRX portion "open." This allows them to create downward pressure on the individual ticker by using the liquidity of the entire fund. This is known as Operational Shorting. 3/ The "Recycling" of Shares. When a retail trader "covers" a short position, those shares immediately go back into the lending pool. In a high-volume battle, the same 1 million shares can be borrowed, sold, covered, and re-borrowed multiple times in a single session. It’s not "new" fuel; it’s the same fuel being siphoned and re-used. 4/ Is it Naked Shorting? Technically, when an MM sells without a locate to "maintain a fair and orderly market," it is a legal form of naked shorting. It only becomes "abusive" if they fail to close out those positions (FTDs) within the legal timeframe. This is why we track the SEC Fails-to-Deliver data it’s the only place where the "ghost shares" eventually show up. The Bottom Line: The shorting feels endless because the "Liquidity Providers" have a legal license to create shares out of thin air to satisfy "demand." The trap snaps shut when a catalyst (like the Saudi 8-K) creates more demand than their exemptions can legally cover.

$IBRX- $IBRX Intelligence Report – A Transparent Audit of the March 4th Roadmap Humility in this market is mandatory. On March 4th, we shared a roadmap for $IBRX based on the data we had. Today, March 19th, we are taking a step back to look at what we got right, what we didn’t, and why the price hasn't hit our targets. This is a forensic audit. $IBRX 1/ WHAT WAS ACCOMPLISHED (The Fundamental "Why") ✅ The company’s execution on the science and regulatory front has actually exceeded our original timeline: -FDA sBLA Acceptance: Projected mid-March ➔ Fact: Accepted March 9th. * NCCN Guidelines: Projected end of March ➔ Fact: Hit early on March 17th. -NK Cell Breakthrough: Projected mid-March ➔ Fact: 5B cell manufacturing milestone hit March 13th. The Science is hitting every green light we predicted. 2/ WHAT WAS MISSED (The "Effect" & The "Gap") ❌ - While the science hit, the price action did not follow the projected trajectory. We projected $14.00+ by this week; we are currently at $8.82. -The Miscalculation: Predicting that the market would react logically/immediately to the NCCN win. -The Reality: Underestimating the structural power of the $9.00 Gamma Wall and the 132M share short interest. Even with zero borrow availability, the "house" has successfully pinned the price to protect millions in expiring options. 3/ THE GEOPOLITICAL "X-FACTOR" 🌍 No one could have perfectly timed the macro shift that hit us in the last 3 weeks -The Oil Shock: Crude oil surging past $113 (Middle East tensions) has triggered a "Risk-Off" sentiment across the Nasdaq. -The Weight: When the world is unstable, capital flows out of "High-Growth Biotech" and into "Safety." $IBRX is currently fighting a war on two fronts: the internal short-side mechanics and the external macro pressure. 4/ THE "PENDING" PIECE: Saudi Arabia 🇸🇦 -We projected the Saudi commercial launch for mid-March. -Current Status: The CEO confirmed "Airspace Clearance" and regulatory readiness this week. We are firmly in the window, but we are still waiting on the official 8-K Shipment Confirmation. This is the final piece of the March 4th puzzle that hasn't landed yet. 5/ FINAL REFLECTION Predicting the market is a fool's errand, but tracking the data is a necessity. The Value Gap: The "Cause" (Science/NCCN/FDA) is stronger than ever. The "Effect" (Price) is lagging due to macro noise and structural suppression. Expectation:Higher target remains the fundamental destination, but we are acknowledging that the timeline has been extended by forces beyond our control.

@Tradelearner022 Like to see it.. Admission to miscalculation and readjustment. Refreshing Accountability.

$IBRX- IBRX Dark Pool Intelligence Report – March 18, 2026 ( This is a tough one to write as all the data is not readily available.. So there may be errors here.. But here is our best shot. If someone has better data please share and we can analyze) This is our 5th and final report for the night. If you missed our earlier deep-dives on Science, Options, Shorts, or Technicals, check the feed. Now, let’s look at the "Hidden" institutional tape. $IBRX 1/ Off-Exchange Volume Spike. Today, 54.2% of total volume was executed off-exchange (Dark Pools). The Forensic Read: This confirms that more than half of the day's activity was institutional "Whales" filling large blocks away from the public eye. They are positioning heavily ahead of the next catalyst wave. 2/ Dark Pool Net Position (DPNP) -The DPNP for today finished at +$12.4M (Bullish). Translation: Despite the midday price chop, there was a net "Buy" imbalance in the shadows. Institutions are absorbing the shares that shorts are "naked selling" to defend the $9.00 wall. 3/ Verify the Data (For the Skeptics) -we track the tape in real-time so you don’t have to, but we always encourage independent verification. You can check the aggregate off-exchange volume yourself. Review the weekly/daily aggregates. (Note: Official FINRA public data has a reporting delay; our real-time reports utilize professional TRF feeds to catch these prints the second they hit.) The Verdict: The whales are positioned. The science is validated. The shorts are out of ammo. The technicals are coiled. The dark pools are net-long. The data across all 5 reports has converged. See you at the opening bell.

@Deepvalue69420 @Advoking @Tradelearner022 By far the best $ibrx youtube coverage you can get!

@Advoking @Tradelearner022 They are long and short. They are basically a hedge fund. youtu.be/efvBVt2dOQw $IBRX

$IBRX- Dark pool data analysis.. This is a hard analysis.. But trying to share it with you all if it helps.. The $IBRX Dark Pool "X-Ray" (March 11, 2026) 6 red days on the lit exchange, but the Dark Pool tells a completely different story. If you’re feeling beaten up, you need to see the institutional footprints they’re trying to hide. 1- The "Off-Exchange" Shadow .Over the last 6 days, Off-Exchange (Dark Pool) Short Volume has reached extreme levels, peaking at 35.3% to 58.5% of daily volume. The Reality: More than half of the selling pressure isn't coming from actual shareholders it's being "manufactured" in the dark to suppress the price without letting buy-side demand reflect on the public ticker. 2- Bullish Dark Pool Divergence. While the public price was sliding toward $8.00, the After-Hours VWAP and Dark Pool Prints have consistently trended higher. The "Tell": Whales are using the cover of darkness to accumulate at $8.05–$8.20 while the "lit" price is painted red. This is the classic signature of Institutional Absorption. They are catching the shares retail drops. 3- The 20K "Ammo" Alert The most critical data point tonight? IBKR Borrow Availability just hit 20,000 shares. The Context: For a stock with a 134.7M share short position, 20k is effectively ZERO. The Squeeze: Shorts have exhausted their ammunition to defend the $8.00 floor. With 100% utilization, they are now "naked" and trapped heading into the Sunday launch window. 4- The "Spring" is Coiled Short Interest is pinned at 35.5% with 5.09 Days to Cover. The Math: Dark pool data shows they haven't covered; they've only "rolled" their positions. When the March 15th Saudi news hits the tape, there is no "dark" exit big enough for 134 million shares. Bottom Line: The red candles are for us ; the dark pool accumulation is for them. #IBRX #ANKTIVA #DarkPool

@PSea17 @ImmunityBio @DrPatrick Possible that the mainstream/normies/fed government arnt ready to face the covid "L" quite yet. However PSS doing the studies when the rest are able to accept the truth about the true damage of covid and etc.

@ImmunityBio @DrPatrick $ibrx Investors would love to know why the covid trial announced by the company Aug'25 isnt part of the new company slide deck. Seems odd something w/ so much promise would be overlooked.

Now if the haters were good faith they would ask what PSS incentives are. What does PSS have to gain to fight regulators? PSS is not here to fraud, rug pull and make money. He has already had other success and he already is worth billions. PSS is one of few out there actually trying to heal patients whether its treating cancer, covid or otherwise.

@Beerdicus @Concerned_Dad I think it all goes back to who is being incentivized with what incentives. Yes

Why do $ibrx haters call ibrx a cult ? The scientific data is on our side. It has a larger CR than $keytruda I don’t understand. And some of these haters are oncologists MD. Pls inform me. Thank you I have seen enough data to be confident I just want to know what the heck gets in their heads. Do they not do any due diligence and just blindly hate ?

Now if the haters were good faith they would ask what PSS incentives are. What does PSS have to gain to fight regulators? PSS is not here to fraud, rug pull and make money. He has already had other success and he already is worth billions. PSS is one of few out there actually trying to heal patients whether its treating cancer, covid or otherwise.

@Deepvalue69420 @Concerned_Dad Or maybe they are going to miss some of those big pharma kick backs..

@Concerned_Dad ha, MD doctors really cant stand that their chemo is going away.

$IBRX- According to Dr PSS during ER: Five most powerful quotes from Dr. Patrick Soon-Shiong (PSS) during the March 3, 2026, call: 1. On the Company’s Mastery of the Science "It's really a seminal moment for the company... not only do we have an approval, we have the commercial results that we can show that's operational excellence on execution." 2. On ANKTIVA as the Universal "Backbone" "ANKTIVA is truly the backbone of this entire BioShield platform... [it] serves as a backbone to current standards of care... we do not need to abandon the standards of care, but enhance and adjuvate." 3. On Challenging the Status Quo "Our mission is to cure cancer... the organic value of a company is very much no different than as you could see what's happening with NVIDIA and Tesla... you grow an organic value based on change, and this is what we plan to do." For fun we created this image using AI.. some day how it will be when these 3 giants meet.. 4. On the Global "Squeeze" of the Market "The fact that we've demonstrated over 80% bladder preservation at 3 years and avoiding total radical cystectomy... there is no, zero, no approved therapy to date other than total radical cystectomy [for this cohort]." 5. On the Future of Modern Medicine "We're treating the host rather than the cancer, and we're outsmarting this cancer... it's a complete paradigm change."

This sentiment was real for me. Asking myself am i doing the right thing buying this stock at 2.50 knowing the dilution and risks. Held on to conviction. Thought at least i am giving toward treatment development. As this company gets its wings people will realize this is bigger than the rest.

$IBRX Remember when we were accumulating between $1.90 and $2.50? Back then it wasn’t comfortable. The chart was sliding toward 52-week lows, sentiment was weak, and dilution risk felt very real. Loading size in that environment took conviction. Respect to everyone who stepped in and held through that stretch. This isn’t shaping up to be a typical biotech cycle. There are comparisons people like to make NVDA, TSLA, PLTR companies that reshaped their industries and rewarded early believers. But if IBRX executes on its vision, the ceiling here could be in a different category entirely. At times like this, the phrase “know what you own” matters. Understanding the science, the leadership, and the long-term thesis is what allows you to sit through volatility without flinching. Dr. Pat’s company isn’t for the faint of heart but conviction is built in moments when things look uncertain. Cheers to the long-term holders. 💯💯💯

@NewsNation @ChrisCuomo What a mic drop by PSS. FDA needs to reconsider and take a strong look at what Immunitybio has to offer. This industry disruption, from PSS, is necessary for humanity. FDA get this APPROVED! The people want it.

$IBRX- The video of Dr. Patrick Soon-Shiong is a "thesis defense" for the Lymphocyte-Stimulating Agent (LSA) class. Here is the highly detailed, data-backed analysis. Most people think of $IBRX as a "bladder cancer stock." The reality? We are witnessing the birth of a new backbone for all of oncology. video.twimg.com/amplify_video/… 1. The Molecular Architecture: IL-15N72D Superagonist Standard IL-15 has a short half-life (<40 mins) and limited efficacy. ANKTIVA (N-803) is a fusion complex consisting of an IL-15 mutant (N72D) and an IL-15 receptor alpha-Fc fusion protein. The "Super" Factor: The N72D mutation increases binding affinity to the IL-2/15 receptor 5-fold. Persistence: The Fc-fusion extends the half-life to 25 hours, allowing the drug to accumulate in lymphoid tissues where the real "immune training" happens. 2. The "ALC 1.2" Threshold: A New Clinical Biomarker The most critical takeaway from the recent Lung Cancer data (QUILT-3.055) is the Absolute Lymphocyte Count (ALC). The Metric: Patients who maintained an ALC ≥1.2 x 10³ cells/µL demonstrated a median Overall Survival (OS) of 21.1 months. Why it Matters: This nearly triples the historical 7-9 month OS seen with standard chemotherapy. ANKTIVA isn't just killing cancer; it's fixing the "Immune Exhaustion" (lymphopenia) caused by prior failed treatments. 3. Reversing PD-1 Failure: The "Brakes vs. Engine" Logic Checkpoint inhibitors (PD-1/L1) work by "taking the brakes off" the immune system. But if a patient is lymphopenic, there is no engine to drive. The Synergy: ANKTIVA upregulates PD-L1 expression on immune cells, making the cancer more visible to checkpoint inhibitors while simultaneously proliferating the killer cells needed to do the work. Innate + Adaptive: It activates NK cells for the immediate strike and Memory T-cells for long-term protection, ensuring the cancer doesn't return (durable response). The Final Conclusion: The "Security System" Upgrade Most cancer treatments are like "Sledgehammers" (Chemo). They smash the cancer, but they also smash the patient. Other modern drugs are like "Brakes" (Checkpoints). They try to stop the cancer from hiding, but if the patient's immune system is already exhausted, there’s no "engine" to drive the cure. ANKTIVA is the "Super-Engine." It doesn't just attack cancer; it "trains" your own Natural Killer (NK) cells and T-cells to recognize the enemy. The Memory: Once trained, your body remembers how to fight that specific cancer. This is why we see patients staying healthy for years, not just months. It’s like a permanent security system upgrade for your body. The Universal Key: Because this works by boosting the body, not just attacking one specific type of tumor, it can potentially work for Lung, Bladder, Colon, and Breast cancers. The Bottom Line for Investors: We are seeing 700% revenue growth because the world is realizing that "Orchestrating" the immune system is better than "Smashing" the body. With a 40% short interest and 100% utilization, the market is currently a "coiled spring." As the science becomes undeniable, the valuation has no choice but to follow. WE ARE JUST GETTING STARTED. WATCH THE VIDEO. IT IS REALLY WORTHWHILE . PSS IS ON FIRE

@PSea17 @MilkenInstitute @DrPatrick Would of been a great Mike drop. Got to appreciate the man for walking into the wolves' den.

@Beerdicus @MilkenInstitute @DrPatrick Wish he had told everyone c19 vaccinated that francis collins will be the reason you get cancer. 'He's here. Feel free to thank him for deplatforming anktiva for operation warp speed'. Then show the FOIA emails. shitbag wouldnt make it out of the room. @DrPatrick #anktiva $ibrx

@MilkenInstitute Shameful. @DrPatrick just stated they have data showing theyre PREVENTING CANCER....he immediately gets time closed and pushed off the stage. ZERO QUESTIONS allowed. $IBRX UTTER 🤡.

Update on $IBRX Short Dynamics – Feb 23 Session: Despite hitting an intraday high of $11.00, $IBRX short sellers remain heavily entrenched. Live SI % of Float: 40.06% Utilization: Inventory is critical; shares available to borrow dropped from 750k pre-market to just 40k by mid-morning. Borrowing activity: 4.37M new shares borrowed vs. 1.37M returned shorts are aggressively defending the $10 level. The Catalyst: The market has absorbed the $113M FY25 revenue surprise. All focus now shifts to the 5 PM ET ASCO GU abstract release for clinical verification. #Biotech #Investing #IBRX #Ortex

I am curious to hear the case as to why the shorts have not capitulated to this narrative. I only see upside from here and agree with the sentiment/data/thesis. Understanding the shorts are mostly big institutions, has the current potential loss not enough to relent now, then when? pressure is building, but are they holding on to dear life yet to make the next move?

$IBRX- $IBRX Next Week- The Institutional Validation Phase 1. The Scientific Catalyst: ASCO GU 2026 (San Francisco) The "Organ Preservation" Moat: Presentations on QUILT-3.032 Cohort B (Feb 26-28) will highlight a 96% disease-specific survival and 82% cystectomy avoidance at 36 months. Abstract Release: Major volatility trigger at 5:00 PM ET on Monday, Feb 23, when detailed results for papillary-only NMIBC and prostate cancer (mHSPC) are released to the public. Global Standard: Scientific sessions are expected to cement ANKTIVA as the premier chemotherapy-free alternative for high-risk patients across 33 countries. 2. Institutional Rerating: The Oppenheimer Fireside Chat Targeting the "Whales": Management participates in a virtual fireside chat at the Oppenheimer Healthcare Conference (Feb 26, 1:20 PM ET). BioShield Narrative: Focus shifts from "Bladder Cancer" to a Platform Valuation, highlighting vertical integration and 1 million sq. ft. of manufacturing power. Revenue Momentum: Leadership will likely discuss the drivers behind the 700% YoY revenue growth and the 20% sequential climb in Q4 2025. 3. Short Squeeze & Gamma Dynamics (The "Trench War") Massive Short Interest: ORTEX data shows a staggering 40.21% of the float short (135.16M shares). Liquidity Trap: The Days to Cover (DTC) is 4.94, meaning shorts face a week-long exit door if buying pressure continues. Gamma Ramp: Call volume is concentrated at the $9.00 and $10.00 strikes. A move above $9.00 forces market makers to buy millions of shares to hedge, accelerating a move toward $12.00. Borrowing Costs: Cost to Borrow remains high (11.35%) with 88% utilization, signaling nearly zero available shares left to short. 4. Operational & Regulatory Benchmarks sBLA Resubmission: We are in the "Hot Zone" for a PR confirming the formal resubmission of the papillary-only NMIBC label expansion to the FDA. Saudi rBCG Filing: Operational teams are finalizing the regulatory dossier for recombinant BCG, a key move to resolve global supply chain bottlenecks. Dublin Hub: First full operational week for the Irish subsidiary coordinating pricing and reimbursement across the 27 EU member states. 5. Technical Setup & Support Levels Daily ADX at 51.18: This confirms an exceptionally strong trend; standard "overbought" signals are often secondary to this momentum. Support Flip: Watch for the $8.28 – $8.54 zone to act as the new structural floor for the week. Earnings Anticipation: The market is already positioning for the March 2nd Earnings Call, where analysts expect a significant EPS improvement.

$IBRX- ImmunityBio ($IBRX) fulfilled its regulatory commitment by officially submitting its response to the U.S. FDA regarding the supplemental Biologics License Application (sBLA) for BCG-unresponsive papillary-only NMIBC. This submission marks a pivot from speculative growth to systematic execution. Here is a data-driven breakdown of the current regulatory and commercial landscape: 1. The Regulatory Submission: Quality Over Speed The sBLA resubmission follows a collaborative "Type B" meeting where the FDA defined a clear data-path forward that explicitly precluded the need for new clinical trials. Data Core: The submission is supported by five-year follow-up results from the QUILT-3.032 trial (Cohort B). Survival Metrics: Clinical data demonstrated a 96% disease-specific survival (DSS) rate at 36 months, with the median DSS not yet reached even after 60 months of follow-up. Morbidity Reduction: Long-term results showed an 82% cystectomy avoidance rate at three years, validating the therapy's role as a viable bladder-sparing alternative to radical surgery. 2. Global Infrastructure Scaling Coinciding with the U.S. filing, ImmunityBio activated its European commercial apparatus following authorization across 33 countries. Commercial Alliance: A strategic distribution partnership was signed today with Accord Healthcare, deploying an 85-person specialized sales force across the EU. Operational Hub: The company officially opened its Irish subsidiary in Dublin today to serve as the logistics and distribution anchor for the European Economic Area. Market Opportunity: The partnership targets a population of approximately 157,000 annual NMIBC diagnosesin the EU and UK, of which 10%–20% present as carcinoma in situ (CIS). 3. Strategic "BioShield" Expansion ImmunityBio also announced a separate submission to the FDA for an Expanded Access Protocol (EAP) to utilize ANKTIVA in the treatment of lymphopenia. The Problem: Lymphopenia (the loss of NK and T cells) is a common side effect of chemotherapy and radiation that currently lacks a targeted treatment. Designation: This protocol follows the FDA's Regenerative Medicine Advanced Therapy (RMAT) designation for ANKTIVA in this indication, signaling a broad platform utility beyond urology. Today’s dual-track announcement confirming the U.S. filing while simultaneously activating a 100+ person commercial team in Europe demonstrates a transition into a global commercial-stage entity

@Tradelearner022 Thanks for the post. thought about poking you with a stick to see if you had anything today, but here it is... Quality info for investors. This helps people to understand what they own when they buy $IBRX

$IBRX- A RARE CONVERGENCE OF FUNDAMENTAL, REGULATORY, AND TECHNICAL TRIGGERS. Here is the unbiased, data-driven information about why February 16–20, 2026, represents a "Mega-Window" that could redefine $IBRX valuation. PART 1: THE "WHY Market volatility often feels random, but next week is a pre-calculated collision of three independent forces. We are moving from a period of "anticipation" into a period of mandatory results. The shorts have spent weeks trying to suppress the price, but they are now entering a window where they have no control over the news flow. If the European Commission and the FDA both move at once, the "exit door" for the 135 million short shares effectively disappears. PART 2: THE DATA (THE "THREE PILLARS") 1. EC Final Approval (The "Stamp" Window) Status: On December 11, 2025, the EMA’s CHMP issued a Positive Opinion for ANKTIVA. The Timer: The European Commission (EC) typically has a 67-day administrative window to finalize this into a binding approval. Target: Feb 16–17. This is not a "maybe"; it is the legal conclusion of a process that has already been recommended for approval. 2. FDA US Resubmission (The "Expansion" Play) Announcement: On January 20, 2026, ImmunityBio confirmed it would resubmit its sBLA for BCG-unresponsive papillary bladder cancer. The Deadline: Management explicitly stated they would file the requested data package within 30 days of that announcement. Target: By Feb 19. This filing addresses an indication that makes up approximately 90% of the BCG-unresponsive market, compared to just 10% for CIS alone. 3. The $7.50 Gamma Wall (The "Squeeze" Trigger) Concentration: For the February 20 monthly expiration, there is a massive cluster of 47,717 Call options sitting at the $7.50 strike. The Mechanism: If the regulatory news above pushes the stock price past $7.50, market makers who sold those calls are forced to buy millions of shares to hedge their positions. Total Exposure: Overall call open interest for Feb 20 is 100,419 contracts, creating a "Gamma Ramp" that can turn a 10% move into a 50% move in hours. Let's see how it plays out.