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Surly #Stonks


Wally Fairway

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17 minutes ago, Blotto said:

The batteries are lithium ion ( I think LG is the supplier) and they just have to let it burn itself out. Could be a boost to EOSE when chasing RFQ's in the future

Either that or increased regulation chokes a lot of  the profit potential out of the sector. Two big battery fires in 3 months will invite scrutiny. 

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5 minutes ago, TonyTexas said:

Either that or increased regulation chokes a lot of  the profit potential out of the sector. Two big battery fires in 3 months will invite scrutiny. 

Renewables are going to play an ever increasing role in the utility mix moving forward. And batteries will be key to that evolution. I'm sure EOSE will gladly welcome the increased scrutiny as the zinc phosphate approach they take greatly mitigates the risk of these types of events. 

I don't personally own EOSE because I think their management is garbage, but a huge outcry against Li-Ion chemistry for utility scale projects would be a tremendous boost to their sales  prospects.. They claim they are ready to roll with their new manufacturing process and tout their gigantic pipeline. It's up to them to turn the scrutiny of why these fires are happening into revenue.

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I live down the road from moss landing.  Vistra is a well known bunch of chuckle heads and this was always going to happen.  PG&E and Tesla have a facility that doesn’t have any of the safety issues Vistra did.  This is their third or fourth major incident there.

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7 hours ago, Trey3216 said:

IBRX up another 9.5% today.  If we can hit that $3.46 level, gap fill up to the $4.75 are will commence.  Lot of good things on the docket for it, just need to stay strong.  

From your lips to God’s ears brother!

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TNXP looking spicy again pre-market.   Could really take off again today.  
 

encouraging price action in IBRX again yesterday.  Was down7% early in the trading day and fought all day to close back o above 3 and down .04.  I think there’s more news coming about it any day now and it is going to skyrocket.  

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1 hour ago, Trey3216 said:

TNXP looking spicy again pre-market.   Could really take off again today.  
 

encouraging price action in IBRX again yesterday.  Was down7% early in the trading day and fought all day to close back o above 3 and down .04.  I think there’s more news coming about it any day now and it is going to skyrocket.  

Just more pipeline news, not likely to affect revenue this year, but still long term positive

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2 hours ago, Trey3216 said:

TNXP looking spicy again pre-market.   Could really take off again today.  
 

encouraging price action in IBRX again yesterday.  Was down7% early in the trading day and fought all day to close back o above 3 and down .04.  I think there’s more news coming about it any day now and it is going to skyrocket.  

My man...

Celebrate In Love GIF by Max

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3 minutes ago, Harrison Stafford said:

Just keeps progressing. ANKTIVA seems to rescue all CPI failures. Mercks CPI (Keytruda) Is a $30 Billion market. 

If ANKTIVA could get 1/3 of that, you're talking about this being a $100bn stock, or over $100/sh.  That doesn't even include the possibility of it being approved for not 3, not 4, not 5, not 6 different types of cancer......

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ImmunityBio Announces European Medicines Agency Acceptance of Marketing Authorization Application for ANKTIVA® for the Treatment of Patients with BCG-Unresponsive Non-Muscle Invasive Bladder Cancer Carcinoma in Situ

JANUARY 27, 2025 

-Application covers 30 countries in the European Union

-Submission is based on the ongoing QUILT 3.032 study in which 100 patients with Bacillus Calmette-Guérin (BCG)-unresponsive non-muscle invasive bladder cancer with carcinoma in situ (NMIBC CIS) have been treated with ANKTIVA® (nogapendekin alfa inbakicept-pmln) in combination with BCG, achieving a 71% (71/100) complete response (CR) rate

-In these responders, the range of duration is 54 months and ongoing, exceeding all duration of response in approved products in this indication

 

 

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