ImmunityBio converts from Immunomedics Message Board

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Biotech / Medical : ImmunityBio converts from Immunomedics

IBRX 2.139

+0.9%

Nov 7 9:30 AM EST

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Redman1234

To: luckydog88 who wrote (818)	1/14/2025 12:29:01 PM
From: TinfoilHat	2 Recommendations Read Replies (1) of 1230

Hope someone can post high level nuggets from the PSS podcast, don't see myself listening anytime soon. Will go on record to predict we are at or near the bottom. To me this is setting up like IMMU right before the stock halt and TNBC trial was stopped early for efficacy. There is no reason an approved drug with reimbursement that can also be a platform in a drug should be valued at $1.8B market cap, which is where we sit as of this writing. Acquisition should be in the $5-10B range on the low end, $15-20B high end. However will take more than a podcast to reverse direction. Am seeing CMF is significantly negative but starting to reverse direction, which is hopefully an early signal. Needing a partnership or game changing new data, and both are definitely possible this year. Let's see if we can come back to this post over coming days/weeks to see if we indeed are inflecting meaningfully. PS: am adding at these levels.

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