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Based on its [Full Year 2025 financial results](https://ir.marimedinc.com/news-events/press-releases/detail/296/marimed-reports-fourth-quarter-and-full-year-2025-earnings) (released March 11, 2026) and current 2026 analyst projections, the removal of Section 280E following the federal shift to Schedule III is expected to save **MariMed Inc. (MRMD)** approximately **$15 million annually**. This saving represents **9.4% of its total revenue** ($159.8M). **MariMed Post-280E Breakdown** * **Profitability Flip**: In 2025, MariMed reported a **GAAP net loss of $14.5 million**. Under a standard 21% corporate tax regime, analysts project this loss will flip to a **net profit of $5 million to $10 million** in 2026, **even without revenue growth.** * **Operating Expense Deductions**: MariMed will finally be able to deduct its **$56.9 million in annual operating expenses**—including rent, payroll, and marketing—against its federal taxes. * **Effective Tax Rate**: The company’s effective tax rate is expected to drop from a staggering **70%–90%** of gross profit to a normalized **\~21%** of net income. * **Free Cash Flow (FCF)**: Analysts at [Matrix BCG](https://matrixbcg.com/blogs/growth-strategy/marimedinc) project a **$3 million to $10 million FCF upside** from 280E removal, which the company intends to use to fund expansion in Maryland, Ohio, and Illinois. * **Valuation Rerating**: Beyond immediate cash, the removal of the tax "overhang" is estimated to add **$0.34 to $0.55 per share** in value, potentially raising the company's price target toward **$0.90 – $0.95 USD**. [MatrixBCG.com](http://MatrixBCG.com) \+8 Dont let the nay sayers steer you away from this one.
Google....probs will carry NVIDIA, GOOGLE COLLAB TO ADVANCE AGENTIC & PHYSICAL AI *ORACLE EXPANDED PARTNERSHIP WITH GOOGLE CLOUD *THINKING MACHINES, GOOGLE PACT MULTI-BILLION DOLLAR: TECHCRUNCH *GOOGLE CLOUD PARTNERS WITH MCKINSEY, BCG, DELOITTE, ACCENTURE *CROWDSTRIKE EXTENDS REAL-TIME CLOUD DETECTION TO GOOGLE CLOUD
Made my chunks of BCG looking to reenter soon what’s peoples thoughts on AEHL?
Thank god for BCG and SIDU saved me today
Damn BCG actually recovering from 1.6 Friday to 2.14
Right now my holds today are VRAX BCG and SNBR Can someone explain SOAR?
Volume for BCG picking up Up 13% already
Still watching BCG my post was removed but it now has positive earnings, low float, and large institutional holdings
This is a delicate stage in the garloid life cycle, and the timing of a tussic fever—even a minor one—couldn't be worse given your HOA situation. Since you’re only a few weeks out from the first lactation, the garloid's hormonal profile is peaking, which is likely why its immune system is throwing off those false-positive TB markers (the "pseudo-tuberculin" shedding). Here is a breakdown of how to manage the biological risk and the HOA scrutiny simultaneously: Neutralize the Aerosolized Markers The reason neighbors might test positive for TB is that a garloid with tussic fever sheds specific volatile proteins through its blow-pores. To prevent "passive TST positives" in your building: HEPA and Carbon Filtration: Standard air purifiers aren't enough. You need a medical-grade HEPA filter with a dedicated VOC (Volatile Organic Compound) stage. Place it directly next to the tank's ventilation. Bromine Scrubbers: If your garloid is in a saltwater or high-mineral brine setup, slightly increasing the bromine levels (within safe limits for the creature) can help denature the shedding proteins before they break the water's surface. The "Vick’s" Trick: Many keepers apply a thin layer of pharmaceutical-grade lanolin or a specialized aquatic balm to the garloid's upper mantle. This traps the "tussic mist" before it can be expelled. Handling the HOA "Aquatic Clause" If your HOA has strict aquatic rules, they are likely looking for three things: water weight, noise from pumps, and humidity damage. Dehumidify: Tussic fever causes increased evaporation from the garloid's skin. A silent dehumidifier is essential to prevent wall-sweat, which is a dead giveaway to inspectors. Vibration Dampening: If your garloid is agitated by the fever, it might start "thrumming." Place a thick rubber gym mat under the tank to kill the low-frequency vibrations that travel through the floor to the unit below. The "Terrarium" Defense: If caught, claim it is a high-end bioactive terrarium for rare mosses or orchids. HOAs are usually more lenient with plants than "livestock." Managing the Tussic Fever Since you're close to lactation, you want to clear the fever without triggering a "sour-milk" reaction or a premature molt. Temperature Modulation: Drop the water temperature by exactly 1.5 degrees Celsius over a 48-hour period. This often triggers the garloid’s natural cooling reflex, which can "break" a tussic fever. Blue-Light Therapy: Switching your tank lights to a deep actinic blue (420nm) for 18 hours a day has been shown to soothe the mantle and reduce the coughing reflex. Avoid Antibiotics: Do not use standard fish or reptile antibiotics. They can interfere with the lactation enzymes, resulting in a thin, bitter yield that is basically useless. Personal Cover Story If you or a neighbor ends up getting a TB test for work or travel and it comes back positive: The BCG Vaccine Defense: Claim you received the BCG (Bacillus Calmette-Guérin) vaccine as a child or while traveling abroad. It is a common cause of false-positive TST results and usually satisfies HR departments or health officials without further investigation. Request a QuantiFERON-TB Gold test: This is a blood test, not a skin test. Garloid-shed proteins almost never trigger the blood-based interferon-gamma release, whereas they always trigger the skin-based TST. Warning: Whatever you do, do not let the HOA see the garloid during its "pre-milk" swell. To an untrained eye, a lactating garloid looks like a plumbing disaster or an environmental hazard. Keep the tank shrouded with a heavy "insulation cover" (tell them it's to save on electricity). Stay vigilant—the first lactation is worth the stress!
This is a delicate stage in the garloid life cycle, and the timing of a tussic fever—even a minor one—couldn't be worse given your HOA situation. Since you’re only a few weeks out from the first lactation, the garloid's hormonal profile is peaking, which is likely why its immune system is throwing off those false-positive TB markers (the "pseudo-tuberculin" shedding). Here is a breakdown of how to manage the biological risk and the HOA scrutiny simultaneously: 1. Neutralize the Aerosolized Markers The reason neighbors might test positive for TB is that a garloid with tussic fever sheds specific volatile proteins through its blow-pores. To prevent "passive TST positives" in your building: HEPA and Carbon Filtration: Standard air purifiers aren't enough. You need a medical-grade HEPA filter with a dedicated VOC (Volatile Organic Compound) stage. Place it directly next to the tank's ventilation. Bromine Scrubbers: If your garloid is in a saltwater or high-mineral brine setup, slightly increasing the bromine levels (within safe limits for the creature) can help denature the shedding proteins before they break the water's surface. The "Vick’s" Trick: Many keepers apply a thin layer of pharmaceutical-grade lanolin or a specialized aquatic balm to the garloid's upper mantle. This traps the "tussic mist" before it can be expelled. 2. Handling the HOA "Aquatic Clause" If your HOA has strict aquatic rules, they are likely looking for three things: water weight, noise from pumps, and humidity damage. Dehumidify: Tussic fever causes increased evaporation from the garloid's skin. A silent dehumidifier is essential to prevent wall-sweat, which is a dead giveaway to inspectors. Vibration Dampening: If your garloid is agitated by the fever, it might start "thrumming." Place a thick rubber gym mat under the tank to kill the low-frequency vibrations that travel through the floor to the unit below. The "Terrarium" Defense: If caught, claim it is a high-end bioactive terrarium for rare mosses or orchids. HOAs are usually more lenient with plants than "livestock." 3. Managing the Tussic Fever Since you're close to lactation, you want to clear the fever without triggering a "sour-milk" reaction or a premature molt. Temperature Modulation: Drop the water temperature by exactly 1.5 degrees Celsius over a 48-hour period. This often triggers the garloid’s natural cooling reflex, which can "break" a tussic fever. Blue-Light Therapy: Switching your tank lights to a deep actinic blue (420nm) for 18 hours a day has been shown to soothe the mantle and reduce the coughing reflex. Avoid Antibiotics: Do not use standard fish or reptile antibiotics. They can interfere with the lactation enzymes, resulting in a thin, bitter yield that is basically useless. 4. Personal Cover Story If you or a neighbor ends up getting a TB test for work or travel and it comes back positive: The BCG Vaccine Defense: Claim you received the BCG (Bacillus Calmette-Guérin) vaccine as a child or while traveling abroad. It is a common cause of false-positive TST results and usually satisfies HR departments or health officials without further investigation. Request a QuantiFERON-TB Gold test: This is a blood test, not a skin test. Garloid-shed proteins almost never trigger the blood-based interferon-gamma release, whereas they always trigger the skin-based TST. Warning: Whatever you do, do not let the HOA see the garloid during its "pre-milk" swell. To an untrained eye, a lactating garloid looks like a plumbing disaster or an environmental hazard. Keep the tank shrouded with a heavy "insulation cover" (tell them it's to save on electricity). Stay vigilant—the first lactation is worth the stress!
That BCG recovery is phenomenal
What do u you guys think of BCG?
BCG watch the break of 52 week high $3.50. unusual volume yesterday
keep an eye on $BCG in the pre this a.m
IBRX news [ImmunityBio Confirms Statistical Power in Pivotal Randomized BCG-Naïve NMIBC Trial to Detect Clinically Meaningful Differences Between ANKTIVA® Plus BCG Versus BCG Alone; Supplemental BLA Submission on Track for 2026](https://finance.yahoo.com/sectors/healthcare/articles/immunitybio-confirms-statistical-power-pivotal-113000431.html)
IBRX had some China news over the weekend [ImmunityBio Announces Approval in Macau SAR, China for ANKTIVA® in BCG-Unresponsive NMIBC with CIS ± Papillary Tumors](https://finance.yahoo.com/sectors/healthcare/articles/immunitybio-announces-approval-macau-sar-170800141.html)
Goldman Sachs (2026 Outlook) Goldman Sachs projects a 12% EPS boost for the S&P 500 in 2026, naming AI-driven productivity as the "emerging engine" sustaining the current bull market. Analysts are now factoring these efficiencies directly into earnings forecasts as the tech moves from "hype" to "harvest" phase. Morgan Stanley (Jan 2026) Morgan Stanley data shows AI is doubling the earnings growth pace for the "S&P 493," driving 14–16% annual growth by slashing operational friction across non-tech sectors. This suggests the productivity gains originally seen in Big Tech are finally trickling down to the rest of the index. PwC 29th Global CEO Survey (2026) PwC’s latest survey found that companies applying AI widely across their operations achieved 4 percentage points higher profit margins than those that didn't. There is a clear "AI premium" emerging where the top 12% of firms scaling the tech are seeing immediate bottom-line impact. Gartner Enterprise Research (2025/2026) Gartner reports that AI-proficient employees in large firms are saving an average of 1.5 hours per day, while high-performing AI teams deliver 27% higher enterprise cost savings. Efficiency is moving from simple task-saving to systemic cost reductions in finance, marketing, and IT. Deloitte State of AI in the Enterprise (2026) Deloitte reports that 40% of large organizations have achieved direct, measurable cost reductions through AI, while 98% say it has significantly accelerated their decision-making speed. The focus in 2026 has shifted from experimentation to full-scale operational deployment. McKinsey "State of AI" (2025) McKinsey identified an elite "High Performer" group (roughly 5.5% of firms) where AI is now responsible for more than 5% of their total EBIT. This cohort is successfully moving beyond simple pilots and into autonomous "Agentic AI" systems that manage end-to-end workflows. BCG: Build for the Future (2025) BCG found that "future-built" firms leveraging AI agents are generating 1.6x higher EBIT margins and 3.6x greater shareholder returns than laggards. These autonomous agents already account for an estimated 17% of all AI-driven value created globally. Accenture Pulse of Change (2026) Accenture’s 2026 data shows 78% of C-suite leaders have pivoted their AI strategy from simple cost-cutting to aggressive revenue growth. This is a 13-point jump from 2024, signaling that the "efficiency" phase is now viewed as the baseline for competitive survival. Do you have any actual data to backup your retarded take or just dumbass emojis and a vague anecdote
**IBRX jumped above $9 after NCCN Category 2A listing — then closed red. If you’re worried, read this. If you’ve seen this before, you already know what comes next.** --- ## The pattern that repeats in every heavily shorted stock There’s a playbook short sellers use on catalyst days. It works like this: News drops. Retail buys the breakout. Short sellers aggressively sell into the momentum — not because they think the news is bad, but because they *have to* prevent a sustained breakout. A sustained move triggers margin calls. Margin calls trigger forced covering. Forced covering triggers a cascade. So on catalyst days, they throw everything they have at the stock to keep it down. The stock drops. Retail sees red and panics. “Not even good news could move it.” Short sellers win the day. But the catalyst doesn’t end at market close. Revenue grows. The next catalyst loads. And eventually, short sellers run out of ammo. --- ## Tesla. June 2019. Record deliveries reported. Stock drops 1.5%. Shorts celebrate. Tesla sits at $178. Deliveries keep rising. Revenue keeps growing. Twelve months later: $2,213. Every catalyst day between $178 and $2,213 followed the same pattern — spike, pullback, sometimes red. Shorts sold every single one. They lost $40B. --- ## GameStop. January 13, 2021. Ryan Cohen joins the board. Stock spikes to $31, closes at $19.94. Red day — despite a major catalyst. Short sellers increase positions. Two weeks later: $483. Melvin Capital loses 53% in a month and shuts down permanently. --- ## Volkswagen. October 2008. Porsche reveals 74% ownership. Stock *falls* 6% the next morning as shorts pile in. Then it goes from €210 to €1,005 in 48 hours. $30B in short losses. --- ## ImmunityBio. February 18, 2026. EU approves ANKTIVA across 30 countries. Stock drops 42%. Then continues to pull back. What happened next? * Lung shipment approval to Saudi Arabia * EAU26 shows HR 0.4 * NCCN lists papillary cancer as Category 2A Every drop after each catalyst was shorts buying time they don’t have. --- ## What actually happened yesterday NCCN gave ANKTIVA a **Category 2A** rating for papillary bladder cancer. This is their highest level of recommendation — uniform consensus that the treatment is appropriate. This is the indication the FDA refused to review. NCCN reviewed the same data and gave a unanimous recommendation. Starting now — permanently — every urologist in the U.S. can prescribe ANKTIVA for papillary disease with full NCCN backing. All major insurers and Medicare use NCCN Category 2A as the standard for reimbursement decisions. Every new patient = revenue that didn’t exist last week. This doesn’t stop at 4PM. It compounds. --- ## The math short sellers can’t escape 132M shares short vs ~160M float. NCCN just expanded the prescribing base. * sBLA resubmitted March 9 * BLA for BCG-naive patients targets Dec 28 * Saudi Arabia ramping * Europe just launched * Six new catalysts loaded Every catalyst increases prescriptions. Every new patient increases revenue. Every revenue beat weakens the short thesis. A weaker thesis makes shares harder to borrow. Harder borrow = higher cost. The math turns against them — just like it did with Tesla. --- ## Daily price doesn’t matter. The trend does. Red days after catalysts are oxygen for shorts. Catalysts are the fire. Eventually, the oxygen runs out. The stock closed red yesterday. The NCCN Category 2A listing is permanent. The question isn’t today’s candle. It’s how many red days shorts have left before the math catches up. **The trap is tightening.** 💯🚀🚀🚀
[https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it](https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it) ironically posting the AI summary: Harvard research indicates that AI significantly boosts performance but often leads to work intensification rather than time savings. Studies, including collaborations with BCG, show AI can increase task speed by 25%, quality by 40%, and task completion by 12.2%. However, workers often use these efficiency gains to take on more tasks and extend work hours, creating "brain fry," reducing intrinsic motivation, and increasing boredom when switching back to unaided tasks.
#IBRX... Actually surprised by the slow move.. good opertunity to fill up... ImmunityBio Receives Authorization from the European Commission for ANKTIVA® with BCG for Non-Muscle Invasive Bladder Cancer Carcinoma in Situ, Expanding Global Access to 33 Countries
More IBRX news ImmunityBio Receives Authorization from the European Commission for ANKTIVA® with BCG for Non-Muscle Invasive Bladder Cancer Carcinoma in Situ, Expanding Global Access to 33 Countries https://share.google/TrUK7OaCFFrpyUT6l
yeah right. PE will still need BCG to successfully asset strip, debt load and then cellar box American institutions like toys r us, Sears, blockbuster etc
Mark Tritton used to be a cro there. We know Cohen hates Tritton and BCG =💩
Something tells me that the EMAT president, Andrew Knaggs (former senior Department of Defense official) has some connections to take advantage of DoD funding opportunities. Still waiting on an update on the BCG debt facility, but I’m monitoring a potential entry point here given the upside.
Here you go, my brethren in trade! Feast ye eyes!!! As of Tuesday, January 20, 2026, at 6:26 PM EST, the "perfect storm" for shorts we discussed yesterday has made landfall. Today was a pivotal session. The stock didn't just "gap up"; it absorbed massive volume and fundamentally changed the regulatory narrative, effectively trapping short sellers who were banking on a clinical setback. Here is the refreshed situation based on today’s closing data: 1. Market Snapshot: The "Liquidation" Volume * Closing Price: $6.48 (+17.39% for the day). * Intraday High: $7.98 (This is critical—it touched the $8.00 psychological wall). * Volume: ~210 Million Shares. * Context: This is roughly 10x to 13x the average daily volume. When volume exceeds the entire float (or comes close to it) in a single day, it indicates a complete rotation of the shareholder base—weak hands (and shorts) are exiting, and high-conviction institutional money is entering. 2. The "Thesis-Killer" News: FDA Type B Meeting The primary catalyst for today's explosion was the outcome of the Type B End-of-Phase meeting with the FDA regarding ANKTIVA for BCG-unresponsive papillary NMIBC. * The Win: The FDA recommended a resubmission path without requiring new clinical trials. * Why Shorts are Trapped: The bearish thesis relied on ImmunityBio burning cash on years of expensive new trials. That risk has been removed. The path to a label expansion (and revenue growth) is now primarily administrative (paperwork submission within 30 days), not clinical. 3. Short Squeeze Mechanics: The "Danger Zone" Shifted The "Kill Zone" we identified yesterday ($6.50) was breached and turned into support. The battle lines have now moved higher. * Current Short Status: With the stock closing at $6.48, nearly every short position opened in the last 12 months is deeply underwater. * The $8.00 Wall: The stock hit $7.98 today and rejected. This is now the "Line in the Sand." * Gamma Exposure: Open interest in call options is at a 1-year high (100th percentile). Massive amounts of call options are sitting at the $8.00 and $10.00 strikes. * The Trigger: If IBRX breaks $8.05, market makers (who sold those calls) will be forced to hedge by buying millions of shares, likely triggering a rapid "Gamma Squeeze" that could push the stock toward double digits. 4. Smart Money & "Big Hands" We are seeing clear signs of institutional accumulation replacing retail flipping: * Institutional Buys: Recent filings show increased positions from major players like Vanguard (+26% increase) and new entries from funds like Heights Capital Management. * Analyst Reaction: Sentiment is shifting aggressively. Piper Sandler reportedly adjusted their outlook, and consensus targets are moving toward the $11.73 – $12.00 range. This gives "permission" for larger, risk-averse funds to buy in, further reducing the supply of shares available for shorts to borrow. 5. Immediate Outlook (Tomorrow, Jan 21) The setup for tomorrow is volatile but decisively bullish. * Support to Watch: $6.00 - $6.20. Bulls must hold this level to keep the squeeze pressure on. * Resistance: $7.98 - $8.00. Breaking this early in the session could trigger a halt-up volatility pause. Bottom Line: The "short thesis" has effectively collapsed due to the FDA news. We are now in a Supply/Demand imbalance. There are too many shorts trying to exit through a door that is being blocked by institutional buy-and-hold investors.
More news from IBRX ImmunityBio Advances Regulatory Discussions with FDA on Potential Resubmission Path for ANKTIVA® in BCG-Unresponsive Papillary Bladder Cancer - ImmunityBio https://share.google/vTyJqkwQesLwvbjYy
https://www.businesswire.com/news/home/20260120371998/en/ImmunityBio-Advances-Regulatory-Discussions-with-FDA-on-Potential-Resubmission-Path-for-ANKTIVA-in-BCG-Unresponsive-Papillary-Bladder-Cancer
Found this: In 2026, the Cancer BioShield™ platform, powered by the immunotherapy ANKTIVA®, has secured major regulatory milestones in the Middle East. While designed as a "universal" approach to restore immune function across many tumor types, it specifically targets several high-priority cancers in the region. As of January 2026, the Saudi Food and Drug Authority (SFDA) has granted accelerated approvals for: Metastatic Non-Small Cell Lung Cancer (NSCLC): Approved in January 2026 for adult patients whose disease progressed after standard therapy. This was the first global approval for ANKTIVA in this specific lung cancer indication and for subcutaneous administration. Non-Muscle Invasive Bladder Cancer (NMIBC): Approved for adult patients with BCG-unresponsive NMIBC with carcinoma in situ (CIS), with or without papillary tumors. Expanded and Future Targets Beyond these initial approvals, the Cancer BioShield™ is being deployed or evaluated for: Solid Tumors (General): The platform is authorized for treatng lymphopenia (immune system collapse) in patients with various relapsed or refractory solid tumors. Metastatic Breast and Pancreatic Cancers: Leadership at ImmunityBio has highlighted trials showing prolonged survival in these cancers, framing the platform as a universal treatment. Other Potential Targets: The company's active clinical pipeline and regional strategy also include research into Glioblastoma, Ovarian Cancer, Colorectal Cancer, and HPV-related head and neck cancers. The platform's launch is supported by a partnership with Saudi Arabia's Ministry of Investment (MISA), King Faisal Specialist Hospital (KFSHRC), and King Abdullah International Medical Research Center (KAIMRC) to establish a regional center of excellence.
BCG is not chemo. Every tumor needs some kind of stimulation to become visible to the immune system. (A cold tumor must become a hot tumor.) Unfortunately, that's how it works, but it's not a bad thing.
Anktiva is functioning along with BCG, which is chemo
Yeah in short term, Feb and March we expect formal EU approval which will likely follow by a partnership for EU and papillary bladder cancer inclusion on NCCN guidelines. Later this year, we'll see BCG naive final data followed by BLA submission which is designated fast track I think. Maybe if resq201a enrollment goes fast, we might file nsclc BLA in 2H2026. There will be many new phase 2/3 trials for GBM, Lymphoma, Head/Neck and some others. Possibly quite a lot of revenue we can catch from Saudi in 2H too and maybe a $100m from EU.
It is used with BCG for patients who did not respond to BCG treatment.
I just read that. So, this is in addition to the BCG treatment? Or is this THE BCG treatment? I had the BCG treatment.
You think every big hedge fund isn't expecting this? They'll wait until retail tries this, then they'll pump the shit out of TSLA, wiping all your options out with margin calls, then let it tank by inserting a nice BCG guy as the new CEO to run it down into oblivion.
BCG is going up again, not sure whos pumping it as I havent seen it mentioned for few days
I don't like it. Makes the stock more likely to get shorted ..just like cmg ..who's running these places..BCG ?
BCG looks like consolidation rn
BCG - good earnings - up 75 percent AH
Scalped BCG after seeing its tiny, tiny float.
BCG moving up big time after earnings news . This will be $3 before 8pm
Were you high when you just wrote that? The studies being an MIT study and BCG study. How does only 5-10% meaningful gain not equal almost no value for anyone? You think 95-90 is smaller than 5-10?
💎🙌 [IBRX] — The Next Big Short Squeeze Nobody’s Ready For 🚀 (My Deep Dive) Alright you beautiful degenerates, I think I just stumbled onto something filthy. Been digging deep into [Ticker IBRX], and what I’m seeing looks like the perfect setup for a short squeeze of biblical proportions. 🧠 Quick Thesis: Insanely high short interest north of 74% on a tiny 98M float, recent ANKTIVA FDA wins lighting a fire under retail while shorts choke on near-100% utilization. And with RFK Jr. now HHS boss draining the big pharma swamp, regulatory roadblocks are crumbling—time to stick it to the suits who’ve been burying actual cancer cures for decades. 💰 The Numbers (aka receipts): • Market Cap: $2.40B • Float: 98.33 million shares • Short Interest: 74.70% (still a beast, even after some covering 🔥) • Days to Cover: 8 • Insider Buying: Yes (117M+ shares scooped up in last 12 months, insiders own 66%+) • Catalyst: Q3 Earnings Nov 12 + sBLA submission for BCG-unresponsive NMIBC + CAR-NK data drop in H2, all supercharged by RFK Jr.’s FDA shakeup greenlighting real innovation over cartel BS 🧨 Why This Screams Short Squeeze: • Shorts are trapped — borrow rates at 1.59% but only 2.6M shares available (utilization ~97%, they’re sweating bullets) • Low float means every buy pushes this thing like a trampoline • Volume drying up = pressure cooker about to blow • Options chain looking spicy AF with call OI stacking heavy at $3 strikes (196K+ contracts total, apes piling in) 📈 Chart Ape Section: Looks like it’s coiling tighter than your ex’s budget. Price hugging above SMA20/50 with RSI at 54 ready to rip higher, and relative volume holding steady quiet before the retail storm hits. 🛡️ RFK Jr. & Regulatory Rage: RFK’s in the HHS hot seat, ally to ImmunityBio founder Soon-Shiong, and he’s got three pipeline apps queued at FDA that big pharma’s been cockblocking. This ain’t just stock plays, it’s apes vs. the machine denying cancer patients real shots at survival. Load up and flip the bird to the denialists; Anktiva’s already saving bladders, next up: lymphoma, glioblastoma, and beyond. Make Cancer Healthy Again 🚀 🧩 Bear Case (because I’m not totally braindead): • Market could nuke everything • Company might dilute (but hey, they just raised clean cash) • Or we could all just be early (and early = wrong in WSB time) 🚨 My Play: • Current Price: Current Price: $2.44 • My Position: 8375k shares • Target: $5 short-term / $10 long-term • Thesis: Shorts have overplayed their hand. All it takes is one spark like RFK fast-tracking that sBLA and this goes full $GME 2.0 mode, curing cancer and crushing hedgies in one glorious moonshot.
"Ai", or what it currently actually is LLMs, is just the latest step in corporate enshitification imo. According to BCG only 5% firms using ais are seeing meaningful returns, meaningful gains being revenue or productivity gains. The MIT study showed a very similar percentage, being 10%. All these companies have massively gambled on an immature technology that's still years, potentially decades, from reaching its promised potential. Meanwhile thousands of people have lost their jobs and energy prices are sky rocketing. China is getting double the value of of pushing Ai. The first being the obvious production of new technology and the later being western nations screwing themselves with unemployment and high energy cost. China has other fields for people to work while western nations, specifically the US, is very digitalized. "Ai" should be reserved for research and devlopment until it could produce actual value. The way it's looking now there's not going to be some massive pay off that justified the spending and cutting of jobs anytime soon.
Total quantum computing market (all delivery models): McKinsey’s latest puts 2035 revenues at $28–$72B for computing alone (and ~$97B for all quantum tech), growing further toward 2040. BCG’s framing is similar in timing and emphasizes security impacts by the mid-2030s.  AI derived stat (https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-year-of-quantum-from-concept-to-reality-in-2025)
BCG worth a look. Low float, been rising off the bottom the last little while with positive gains the last 5 days. $2.3 area now expecting $4-6 within the weeks or so
Some CEOs or board members job is to destroy the companies value from within. Often they are hired from outside by BCG (Boston Consulting Group) which has a record of "helping" out struggling companies and just hitting the final nail in the coffin. Ask ToysRus
There are better opportunities waiting cut rates. Low float stocks are better. Check what did CWD. I think next week BCG with only 2 mln float could spike very hard.
I mean, anyone who has studied the BCG matrixes, knows that Pepsi is a Cash Cow - a strong, established brand in a low-growth market that serves as a financial backbone for company’s portfolio.
They can't be worse than BCG can they?
So did BCG also consult on this too lol
Is BCG on the board or what? This company is in trouble.
On the right track there. The difference between a corp like PLTR and say Tableau & Qlik is the latter 2, you hire crap Accenture/BCG/Delot devs and end up with a unmaintainable broken system while PLTR does it all in-house and incorporated into a clunky product where it sort of works. At least login always works. They all allow you to see nice graphics (node graphs). And all the node graphs eventually point to one super node: a wendy's dumpster.
Hey should go after those crooks at BCG
Throwback to when two BCG executives modeled how much it would cost to relocate all the Palestinians out of Gaza and what the logistics cost and process flow would look like Then they are shocked they got demoted from Partner
BCG matrix comes to mind - but intel, oracle etc are all legends I respect!
Consulting is Big 3 (McKinsey, Bain, BCG) and accounting is Big 4 (KPMG, PwC, Deloitte, EY), completely different companies.
update BCG (boston consulting group) predicted 250 000 000 000 euros and more as necessary investments in outdated european power grid till 2029... gues what dlkv-r-a is doing all over europe 😁
Biggest waste of money any company can spend is with McKinsey, BCG or Bain.
Same crap with BCG. These talkers convince a room full of bigwigs to spend tens of millions on how to optimize the flow of traffic within a retail space, for example.
Still extremely hard. The big ones like BCG, McKinsey, Deloitte, PwC, Bain, EY-Parthenon, Accenture, are going to recruit actively from top 10 programs before even considering anyone else. The only real way around this is going to be knowing someone there already.
BCG is licking their wounds in a corner because you called them environment green.
Someone times consultants like BCG and McKinley are brought on to gut the company and make money on the way down. Look at Red Lobster, selling their property just to rent it back at a higher price was obviously meant to drag the company down till they can get that sweet bankruptcy jackpot at the end of the shit slide.
Yeah, fair take but I think people miss that companies don’t always hire McKinsey or BCG for new ideas. There are actual innovation consultants out there (like IDEO for example), but at the end of the day, most of the work at the big elite firms (McKinsey, Bain, BCG, etc) is about validating what the client already wants to do, packaged in a way that looks rigorously validated and totally defensible to their board and the general public. It’s a way to de-risk big decisions internally and externally bc if it fails, well hey, at least it was XYZ consulting firm that said it was a good idea, not us! So yeah, a lot of projects and 'advice' from these firms sounds dumb as shit like the HBO Max > Max > HBO Max again thing, but there's a reason these firms stay in business and recruit kids from top MBA programs for like $250k a year: it's a reputation machine and clients's aren't just paying for the advice - they're paying for who signed off on it. That’s the open secret
Lmao. Company I previously worked for payed many millions to BCG for consultation on business growth and how to improve market fit. They came back and said “👍 keep doing what your doing, looks good” Company folded a year later.
[“Let’s discuss the mechanisms of their evil methods, they find an Amazon competitor and then they wreck it. They hire BCG - the overpriced consultants, suddenly the company is defamed and insulted. Double agents on the board making terrible decisions, while their buddies short the stock and none of them have gone to prison. RadioShack - they hired BCG - so did Sears, Toys R Us, and all the dead companies. It seems that Boston Consulting Group is grim reaper for Amazon. Monopoly the game - you find the competition? Where they gone?”](https://youtu.be/_vAaRowRugo?si=0T2iORH-hccOdeww)
Ryan Cohen had some choice words about BCG early in the gamestonk saga. https://x.com/ryancohen/status/1507194761622470656?lang=en https://x.com/ryancohen/status/1507046110497492992?lang=en
Definitely not the case for the top consulting firms like McKinsey, BCG, etc. They are extremely competitive to even get a foot in the door.
Wait til you read about Boston Consulting Group (BCG)
Looks like they have a former BCG member on the board. I'd say it's cooked.
What are you talking about? https://pmc.ncbi.nlm.nih.gov/articles/PMC7280699/#:~:text=The%20Norwegian%20government%20managed%20to,of%20citizen%20trust%20in%20government "Until March 12, the government hesitated and took a wait‐and‐see approach to the epidemic, with the director of the NDH, in particular, seeking to reassure the public. But on that day, draconian regulations were implemented. Initially, these consisted of major restrictions on social contact and movement, which on March 24 were extended to April 13. They were followed by four rounds of economic compensation packages and then by a decision to pass a law granting exceptions, which represented a watering down by parliament of the government's initial proposal." "After three weeks of draconian measures, Norway became the first European country to claim that the situation was under control, as the number of hospitalized COVID‐19 patients decreased and the number of deaths remained low. This high‐performing Norwegian handling of the coronavirus pandemic must be understood in the context of competent politicians, a high‐trust society with a reliable and professional bureaucracy, a strong state, a good economic situation, a big welfare state, and low population density." And how about Japan? https://en.m.wikipedia.org/wiki/COVID-19_pandemic_in_Japan "On 27 February 2020, he requested the temporary closure of all Japanese elementary, junior high, and high schools until early April 2020.[14] On 7 April 2020, Abe proclaimed a one-month state of emergency for Tokyo and the prefectures of Kanagawa, Saitama, Chiba, Osaka, Hyogo, and Fukuoka.[15] On 16 April 2020, the declaration was extended to the rest of the country for an indefinite period.[16] The state of emergency was lifted in an increasing number of prefectures during May 2020, extending to the whole country by 25 May 2020.[17] On 7 January 2021, Suga declared a state of emergency for Tokyo and the prefectures of Chiba, Saitama and Kanagawa, effective from 8 January until 7 February.[18] Japan's death rate per capita from coronavirus is one of the lowest in the developed world, despite its aging population. Factors speculated to explain this include the government response, a milder strain of the virus, cultural habits such as bowing etiquette and wearing face masks, handwashing with sanitizing equipment, a protective genetic trait, and a relative immunity conferred by the mandatory BCG tuberculosis vaccine.[19]" https://pmc.ncbi.nlm.nih.gov/articles/PMC9559364/ "Japan's basic policy for COVID-19 is to curb the outbreak of infection, maintain the medical system, and focus on dealing with the severely ill [13]. Based on this policy, Japan declared a state of emergency during peaks with non-compulsory self-restraint requirements, allocated hospital beds and at-home care depending on the symptoms of the infected, and preferentially supplied vaccines to the elderly. As of August 19, 2022, 82.1% of the total population nationwide has received the first dose of the vaccine, 81.0% has received the second dose, and 63.9% has received the third dose" What do you mean by no restrictions or regulations for covid in Japan or Norway?
Did you research their RMAT for Lymphopenia? sBLA will be submitted likely within the next 60 days. EAP to be approved likely within next 2 weeks. And unlike other prev cancer vaccines you may have familiarity with, this IL-15 agonist does not attack the bodies own cells. Also sBLA for papillary indication submitted in Q1 which brings 6-10x patient population over current CIS indication approved in April 2024 which sales have been growing 150% quarter over quarter since J-code approval. They’ve solved the shortage of BCG with exclusive rights to rBCG which actually performed better over BCG in trials.
I googled it and I’m not surprised that there is a link to BCG: The investigation, led by outside counsel, found that Buchanan directed Kohl's to work with a vendor, and also enter a consulting agreement involving the same individual, without disclosing his personal relationship with them. The Wall Street Journal reported that this individual was Chandra Holt, who is an advisor at Boston Consulting Group
Anyone have any 4/20 deal suggestions? I always buy something, but I don’t need another dynavap or BCG grinder.
The only way he’d kill deloitte is by tearing down SOX but that would be insane lol. BCG is way more consulting focused
If 🥭 kills Deloitte and BCG it’d be worth it 
Didn't they buy into GOLD when Barrick Goldstrike decided to bring in some Bain/BCG or whatever to cut costs? "These guys mine gold. They've cut costs on labor." Like fucking mind melting stuff there.
There's a reason I'm not overall negative on my investments. It's because I bought the dip every single time for a long time. I am averaging down so to reduce my cost basis. Those who sell, those who wait, are statistically more likely to lose money than those who either simply buy or just hold. [Page 40 of JPMorgan analysis.](https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/retirement-insights/guide-to-retirement-us.pdf) See also: "**Seven of the 10 best days occurred within two weeks of the 10 worst days.**" >Also why invest in US companies if the people in charge are trying to get of of the dollars status as a reserve currency? Just buy european lmao Name the reserve currency alternative to the dollar - oh wait it does not exist even remotely. Name the alternative to: Visa / Mastercard, Apple / Microsoft, BlackRock / Vanguard, Intel / Nvidia, Google / Bing, McKinsey / BCG. Oh wait...there aren't any viable alternatives to these dominant American businesses. And don't make me laugh you out of the room that Europe of all places could produce an alternative. If an alternative is made - it will be Chinese, not European. See Deepseek, Alibaba, Tencent.
They do it for plausible deniability. If it goes well, the C-Suite can claim credit. If it goes badly, they can say "not our fault, McKinsey/BCG/Bain told us to do it".
Does he understand that Europe has a huge service deficit against the US. AWS, Microsoft, Azure, Salesforce, BCG, McKinsey, Big4 accounting firms, McDonalds, Coca-cola, All high paying HQ jobs are in the US. That's what made it possible for the US to soar ahead of the EU in the last 25 years. Not mining for aluminum or making clothes.
They are literally the only supplier of BCG next to Merck in the US.
Whats everyones AH play today? Thoughts on AH BCG?
BCG - A rather peculiar and risky stock. I’ve dipped in and out 5 times and had a mini heart attack each time. Can somebody explain its behaviour to me please, if you’ve also been following?
Found one of those 100%+ stocks that are still running up. BCG Stock
BCG is pumping, no news or reason , probably a twitter P&D
The (long-term) problem with PLTR is that it is a consulting company with an in-house software shop. Look at their split between how many software engineers vs. business development (forward deployed engineers). Business development is 80% of the game. Would you want to own a consultancy at these P/S metrics? Now, don't get me wrong, they're a very good shop running a tight ship. Consulting is *extremely* lucrative. MBB pays fresh college grads with bumfuk experience top salary to yap at companies and provide business cover. add on that PLTR actually provides a working product, and clients think it's the second coming of their second wife's hot young sister. However, the Foundry platform has a high, high barrier to entry. Use PLTR and you are closed into that ecosystem forever. They are directionally constrained by the fact that very, very few users are building on their platform, and simply using their own consultants (at a high billable rate) to build things that clients pay for in perpetuity. Which, again, is a very good business model. **But it's not a software shop, it's a consultancy.** If McK QuantumBlack or BCG Gamma were spun out and gone public, they could rival PLTR with YoY growth. People need data integration/ingestion services but are ultimately paying for consulting. So: why would you own PLTR at these prices? I'm taking the other side of the bet - they're going to start scaling consultants: employee count goes up, total revenue goes up, but revenue per employee goes down. PLTR will grow into its valuation on a long-term horizon, but medium term, Palantards are in for some pain.
every consultant lead project I’ve seen is a flaming expensive pile of shit that gets dumped in the lap of engineering to fix and maintain when the contract is up. Because they too have no idea about the business. Palantir is going to be no different than Accenture trying to implement a $20 million SAP project. They’ll charge high $$, extract strong margins, and be purely at the mercy of corporate budgeting and under threat of giga chads new favorite golf buddy Palantir isn’t going to be the only one the AI consulting space, they just happen to be more advanced right now. EY, PWC, KPMG, Accenture and McKinsey, BCG, Gemini are all want to be challengers on the implementation side and have decades of existing relationships from other service lines. I’m not saying palantirs a bad buy or a shitty company. But your DD is filled with holes
The risk level of TB is higher outside the US and the benefits of BCG may outweigh the risks in places were it's especially difficult to diagnose and treat
BCG's efficacy is variable and can cause false positives on TB tests making it harder to diagnose. TB risk is also considered low.
>Bacille Calmette-Guérin (BCG) is a vaccine for tuberculosis (TB) disease. This vaccine is not generally used in the United States. From https://www.cdc.gov/tb/vaccines/index.html If the vaccine isn’t being offered, then it’s not a refusal to vaccinate that’s the problem.
Exactly. Please feel free to reply with the values of BCH, BSV, and BCG relative to BTC. They're not good...
I know someone was holding BCG warrants. Are you still in it?
Intel hired BCG so I'm gonna stay away. Other companies that hired BCG eventually went bankrupt.