Chris

[Chris @Chris_P90X]

@A_May_MD @MashReez @BOSSTRADING0 Makes sense to wait to increase guidance certainty. Set up multiple potential value adding catalysts in the coming months to keep your share price high and maximize capital raising with minimal dilution. The short has been coming down for months before earnings.

[Chris @Chris_P90X]

@A_May_MD @salc7822 Just remember that AMZN, APPL, TSLA, and NFLX were cult stocks at some point too. I bought AMZN in 1998 when they started selling CDs instead of just books. I still think TSLA is over valued though and will eventually crash. Anything can happen but cult stocks aren’t bad.

[Chris @Chris_P90X]

@A_May_MD @notseeslasher @BrettErmilio Agreed! That’s what capital markets are for and can help accelerate growth with less dilution than otherwise.

[Chris @Chris_P90X]

@notseeslasher @BrettErmilio @A_May_MD $MRNA and $MRK had an increase in market cap of 80+ billion for a non approved drug with no provided data. That makes 4B seem like nothing and very very cheap for something that is already approved and commercially available.

[Chris @Chris_P90X]

@notseeslasher @A_May_MD 2000 to 6000 accross US, Canada, and Australia according to AI but I’m no expert and I am sure they aren’t all covered as you point out. We are treating at a 700 patient per year run rate at the moment.

[Chris @Chris_P90X]

@BOSSTRADING0 @MashReez @A_May_MD Yup it was a bull spread they setup but I don’t read much into it. I am more focused on fundamentals and execution than technicals. The bottleneck right now seems to be the number of available hospital beds at treatment centers.

[Chris @Chris_P90X]

@A_May_MD Just had basal cell carcinoma so far. Was a lifeguard as a child. Already gave all the money I made back those summers in treatments. Thank you for the discussion. I appreciate all sides of an investment thesis discussion and your replying to me.

[Chris @Chris_P90X]

@A_May_MD I don’t consider $REPL at all. I was listening to the adcomm all day and understand why it was approved but as a patient I would never want their treatment. Their data was questionable and the FDA reduced the claimed effectiveness on the label. Would take my chances with $IOVA

[Chris @Chris_P90X]

@A_May_MD That’s fair. I guess we will learn more when the first line Melenoma data is released in September and NSCLC data is released in October. I would expect the CR numbers to increase since it’s a live medicine that keeps fighting the cancer after the one time treatment.

[Chris @Chris_P90X]

@A_May_MD $IOVA has a durable response and if I am dieing of cancer I don’t mind extra suffering for a potential cure. As a patient I would pick IOVA. Years of chemotherapy are hard on people too. A one time hard treatment sounds better to me for the potential curative result.

[Chris @Chris_P90X]

@A_May_MD Thank you for responding! I feel like their current share price is low because if they scale to treating 5000 patients with margins of 70% they will make $3 or $4 per share and with a 30 multiple this $90 to $120 per share. I didn’t see any data from MRNA on durability released

[Chris @Chris_P90X]

@BIOTECHSCANNER @IovanceBio $IOVA. You always want to try to keep your share price high to minimize dilution if you wish to raise more capital using equity so I understand why they are doing it. They could still sandbag guidance that is higher and still beat. I think that’s what they did last quarter.

[Chris @Chris_P90X]

@bashgooo @BIOTECHSCANNER It’s not greed, it’s patience. It’s time in the market, not timing the market. This company could get a 100% buyout premium offer on Monday for all we know. It’s undervalued and substantially derisked. $IOVA

[Chris @Chris_P90X]

@DeuceCabooseSki Surprised that is all that was returned. Felt like we triggered some short stop losses when we broke 9.

[Chris @Chris_P90X]

@A_May_MD $IOVA short interest is twice as high as $MRNA and it already is FDA approved to treat Melenoma and treating patients with a living medicine that has long term durability. The living medicine continuously fights the cancer once the patient has been treated.

[Chris @Chris_P90X]

@DaleDentonAf @BIOTECHSCANNER And IOVA has twice the short interest as Modena.

[Chris @Chris_P90X]

@DaleDentonAf @BIOTECHSCANNER After the 80 billion market cap increase from a trial data set for which no data was provided for a treatment similar to IOVA that is just as capital intensive as Amtagvi that isn’t even approved yet I am thinking 30 billion is way too cheap. That is 80 billion in capital.

[Chris @Chris_P90X]

@WarrenSiRNA @kainvests They said it is priced based on how many ml a patient needs. Price per unit volume and what the average patient in the Ignyte trial needed.