Mar. 18 at 5:31 PM
$IBRX we have decoupled from
$XBI prob got picked up by
$IBB now that we too big a pct for xbi, it sells winners to buy losers. Selling is already done.
Now the real reason the stock is reacting today and why it might "blow through" those conservative estimates is they r starting to price in exceeding of those
$195M estimates that were pre NCC add(Unexpected this early by some).
Institutional "De-risking"
Analysts are notoriously cautious. The
$195M projection for 2026 represents a ~73% increase over the
$113M earned in 2025
2025 Beat: They already beat estimates in Q4 2025, pulling in
$38.3M vs the
$35.9M expected.
High Targets: Analysts with "Strong Buy" ratings, like those at D. Boral Capital(love that GUY), have price targets as high as
$23.00, which implies they expect revenue to dwarf that
$195M consensus, someone did their homework!
The Verdict: That
$195M is the "safe" number for the math nerds. The actual number will be much higher now that the NCCN has opened the floodgates.
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