ayeresist

[ayeresist @ayeresist]

@john53835674 $IBRX According to Market Watch, aftermarket volume was 1.43M. That seems unusually high for after hour trading. I assume MM are making adjustments in preparation for Monday.

Where do you get the available shorts data?

[ayeresist @ayeresist]

@abmarkman Beautiful car!

[ayeresist @ayeresist]

@ManniloTrader @FDA $IBRX Well, it is Friday and the shorts keep shorting... I'm sure they are making money somehow; but they're delusional if they think they can stop ImmunityBio from being successful. Big Pharma is going to lose and so are the shorts. Anyone going long will win.

[Dr. Pat Soon-Shiong @DrPatrick]

An important paper in the next chapter of orchestrating the complex machinery of our immune system is the B cell and the immense diversity of antibodies. The paper describing this next step will be published in June and I will then commentate dots as to why IL-15 is the backbone to this orchestration..from NK cells, to T cells, to memory T cells and now to B cells and memory Antibodies. The Nant quest of understanding the complex immune system ..30+ years and still learning!

[Aponia_Analytics @AponiaAnalytics]

$IBRX

[John Stocks @john53835674]

$IBRX short availability is down to 80k available shares now. Can’t wait for it to hit 0! When there’s no available shares to borrow for #shorting and retail keeps buying, #shorts will need to cover and #shortsqueeze will happen 🚀🚀🚀💪💪💪

[Oshin @Oshin76]

$IBRX showing strength on a down day for markets.
As mentioned previously, this the kind of a company you want to own into recessionary and uncertain market conditions.
Cancer has to be treated regardless of economy and geopolitical conditions.

[Berlinergy @Berlinergy]

$IBRX something big coming up ..

[Joshua Hendricks @JHendricks43889]

$IBRX Undoubtedly undervalued!

[Macro Ghost on Youtube @Deepvalue69420]

$IBRX (retweet me, then click link) https://t.co/jg5uWlt40G

[GainzAlgo @gainzalgo]

$IBRX bulls believe pressure is growing to accelerate access to promising therapies, with Anktiva viewed as a potential game-changer.
Many investors remain confident that Dr. Soon-Shiong’s vision and track record could drive significant long-term value.

[Bullish @bullishbruk]

$IBRX Senator Johnson, thank you for championing medical freedom!
Your Right to Try law gave terminal patients hope without years of FDA delays. Right to Try 2.0 expands that to individualized therapies — putting doctors and patients first.
Now let’s free ANKTIVA from FDA shackles. This powerful, low-toxicity immunotherapy is already saving lives — it must reach every eligible patient immediately, especially those battling bladder cancer and more.
The ANKTIVA Army stands with you. Patients can’t wait. @SenRonJohnson @LoriMills4CA42 @jenvanlaar

[Mary B Schanck @MaryBschanck]

$IBRX sits in the early stage phase where truly disruptive companies often trade with skepticism before their commercial and clinical narratives fully translate into financial results.

Historically, many of the biggest market winners such as Tesla, NVIDIA, or even SpaceX in the private markets went through long periods where execution was ahead of market confidence. Early revenue curves can look uneven, and fundamentals often appear fragile while the underlying platform or technology is still scaling.

In that context, IBRX is positioned around a potentially transformative therapeutic approach targeting difficult-to-treat diseases, where long-term value creation depends on clinical validation, adoption curves, and eventual revenue expansion rather than near-term consistency.

The key dynamic in these situations is that belief builds gradually. As additional data, studies, and real-world outcomes accumulate, the market’s perception can shift from skepticism to conviction. If that transition takes hold, capital inflows tend to follow momentum rather than precede it.

Ultimately, the thesis hinges on whether ongoing clinical progress and commercialization of ANKTIVA can continue to reinforce the underlying hypothesis that strengthening immune response pathways can materially improve long-term outcomes. If that narrative continues to gain validation, the market typically stops viewing the company as “early and uncertain” and begins pricing in a more scalable future.

[Mattias Jonsson @MaitanMj]

Spread the word! @DrPatrick $IBRX

[GainzAlgo @gainzalgo]

$IBRX One of the most undervalued biotech plays on the market. If execution continues, today's valuation could look like a bargain in hindsight.

[GainzAlgo @gainzalgo]

$IBRX

This is the part the market keeps sleeping on.

Anktiva is not just another biotech headline. Its whole mechanism is built around activating IL-15 biology and expanding NK cells + T cells — the immune cells the body needs to fight cancer.

Patient charts are already showing ALC recovery. Dr. Patrick has explained the why and the how.

The frustrating part? The science is sitting right in front of everyone, but access still moves at the speed of bureaucracy.

This story is much bigger than most people realize.

[Dr. Pat Soon-Shiong @DrPatrick]

Connecting the scientific dots. Please note that we are in the planning clinical trial stages to address lymphopenia and it IS NOT APPROVED as a therapy. IL-15 is the molecule we are discussing here. So connecting the dots:

1. 2007 workshop by NCI ranking IL15 as the number one ranked molecule since it is a T CELL GROWTH FACTOR.
https://t.co/Yxc6bAje0f

2. When you age, or when you have infection or cancer your T cells decrease, sometimes to dangerous levels... that’s called lymphopenia.

3. The diagnosis of lymphopenia is EASILY made with a routine blood test performed millions of times everywhere in the world with what is called a CBC differential and the measurement is the “Absolute Lymphocyte count” or ALC

4. Zidar et al., 2019 (JAMA) including authors from Cleveland Clinic, Duke, Case Western reported that 20% suffer from Lymphopenia. Worse, these authors showed ~2x higher probably of dying earlier when you have severe lymphopenia... dying from what they report as “all causes” https://t.co/P8RVsZXJSK

5. Today I receive a paper in press 28 May 2026 entitled "First-week absolute lymphocyte count dynamics and 28-day mortality in older adults with sepsis".

The author's stated, "Sepsis is now understood not only as hyper inflammation but also as a state of prolonged immunosuppression."

https://t.co/S8zw9kwHbl

Amazing and timely paper.
I do not know these authors but I look forward to meeting them. It seems that doctors in Turkey get it and clinical trials are needed to confirm that treating lymphopenia could reduce mortality.

6. I must emphasize that to date, there is NO drug approved to treat lymphopenia and our goal is to initiate clinical trials to confirm the hypothesis that by treating lymphopenia we have the potential to improve mortality in patients with sepsis. The results of increased mortality in the findings reported in today's paper are striking.

Imagine the cost savings if we could reduce the ICU and hospital length of stay. Table 6 shows 10 days more in the ICU with lymphopenia and 12 days more in the hospital with significant increase of death in Figure 3

[Anton @seahorse_anton]

The technical and fundamental profile for ImmunityBio, Inc. $IBRX at $7.22 showcases a commercial-stage oncology powerhouse executing an aggressive operational ramp-up. Long treated as a speculative clinical story, the stock is currently mapping out a vital macro Neutral Weekly Bias. This consolidation phase balances an intensive, near-term cash burn rate against massive commercial traction for its bladder cancer therapy, ANKTIVA, and a string of regulatory milestones.

Here is the strategic breakdown of the volume-enhanced metrics and the oncology rollout as of May 23, 2026.

📊 Technical Health Check: Locked in the Cloud Matrix

The system's Neutral Weekly Bias indicates that the macro trend is locked in an equilibrium phase while the stock builds a structural floor following its massive multi-month breakout earlier this year.

The Weekly Kumo Compression: On the macro weekly chart, the price action is trading directly within the upper boundary of its Weekly Kumo (Cloud), which acts as a heavy psychological support floor. The Weekly Kijun-sen (purple) has locked in flat at $7.22, aligning perfectly with the current price print. To dissolve the neutral tag and unlock a secondary blue-sky expansion, IBRX needs to secure multiple weekly closes above $8.50.

Daily Position & Developing VWAP Resistance: Near-term daily momentum is Below the Daily EMA ($7.90). Incorporating the day-dependent volume filter for a Saturday wrap-up, the price action is trading Below the Developing Current Week VWAP. This volume divergence highlights short-term institutional exhaustion, keeping the asset pinned down in its immediate $7.00–$7.50 accumulation pocket.
Active Historical Signals: Reflecting the heavy spring shakeout, the system's February 18 Long Signal at $8.54 has been invalidated (-15.5%) after breaching the 15% maximum risk tolerance parameter. Conversely, the legacy November Short Signal at $2.00 remains thoroughly obliterated (+261.0%).
🧬 Fundamental Catalyst: The sBLA FDA Acceptance vs. The Q1 Cash Burn

The $7.22 print is a calculated fundamental equilibrium: long-term institutional desks are aggressively accumulating based on explosive ANKTIVA sales, successfully offsetting near-term balance sheet strains.

The Explosive 168% Revenue Surge (May 7): ImmunityBio delivered a strong Q1 2026 financial package, posting total product revenue of $44.2 Million—a staggering 168% increase year-over-year and a 15% sequential increase over Q4 2025. This metric marks their fourth consecutive quarter of sequential revenue growth since ANKTIVA's commercial launch, proving the massive real-world adoption of the immunotherapy.

The Shocking $632M GAAP Paper Loss Distortion: The headline sticker shock was a massive GAAP net loss of $632.8 Million (-$0.08 Adjusted EPS), missing Wall Street expectations. However, smart money looked straight past the GAAP distortion: the bulk of the loss was driven by intensive, non-cash operational charges and massive non-recurring commercial launch outlays to scale their global oncology footprint.

The Landmark FDA sBLA Acceptance & PDUFA Date (May 19): Handing the bulls a major structural catalyst this week, the FDA formally accepted for review ImmunityBio’s supplemental Biologics License Application (sBLA) for ANKTIVA plus BCG. The application seeks to expand the label to include BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary disease only—the largest segment of the unresponsive population. The FDA has locked in a regulatory PDUFA action date for January 6, 2027.
The Cost-Effectiveness Triumph vs. TAR-200 (May 22): Adding heavy commercial fire power yesterday at the ISPOR 2026 conference in Philadelphia, ImmunityBio unveiled a comprehensive health economic analysis. In a U.S. Medicare population over three years, ANKTIVA plus BCG achieved significant direct cost savings and a lower cost per sustained responder compared to Johnson & Johnson's TAR-200, driven by superior complete response rates (49.6% vs 45.9%) and avoided radical surgeries.
A Fortified $380M Cash Buffer: Addressing historical capital runway anxieties, the company closed Q1 with a solid $380.9 Million in cash, cash equivalents, and marketable securities. Backed by an elite current ratio of 5.1, their liquid assets comfortably exceed short-term operational obligations, insulating the firm from near-term dilutive financing risks as they fund their fully enrolled QUILT-2.005 trial.
💡 Hybrid System Conclusion
The Bottom Line: If $HIMS is an agile consumer scale king, $IBRX is the "Disruptive Oncology Titan Weaponizing a Premier Immunotherapy."The technicals are "Neutral" and near-term daily indicators are broken because a trailing $632M GAAP loss keeps the stock coiling at its macro cloud support boundary. However, continuing to value ImmunityBio as a speculative pre-revenue biotech is a fundamentally flawed thesis. By driving a 168% explosion in product revenue, securing a January PDUFA date to unlock the massive papillary market, and proving direct cost-saving superiority over J&J's rival therapy, Dr. Patrick Soon-Shiong is building a highly cash-generative commercial footprint.
Trading Rule: Treat the current $6.90–$7.30 zone (re-testing the flat macro weekly Kijun-sen floor and the cloud roof support matrix) as an exceptional, high-conviction structural spot accumulation base. Avoid trading short-term, premium-pumped options while the developing current-week VWAP is pointing down. Let the asset absorb its near-term overbought digestions.
Final Thought: We track the sequential ANKTIVA adoption rates and label expansion timelines, not trailing non-cash GAAP accounting write-downs. ImmunityBio has a solid $380M cash fortress and a guide-listed PDUFA date for January. Scaling product revenue by 168% while demonstrating clinical and economic cost superiority over Big Pharma competition is the concrete reality for $IBRX.

Summary: Resistance is at $7.90 (Daily EMA / 50-MA); Support is at $6.80 (Weekly Cloud Floor). The macro trend remains highly favorable for patient, disciplined spot accumulation on these localized technical consolidations.

[Liz Wang @Lizdaretodream]

This newly published Lynch Syndrome paper from NCI may represent one of the most important long-term scientific validation signals yet for $IBRX ImmunityBio and Anktiva (NAI).

Importantly, this is NOT a late-stage cancer treatment trial.

This is a cancer prevention (“cancer interception”) study in patients with Lynch syndrome — a hereditary condition associated with extremely high lifetime colorectal cancer risk.

The study combines:
• multi-target cancer vaccines (CEA, MUC1, brachyury)
• plus Anktiva / NAI (IL-15 superagonist)

The goal is to activate NK cells and CD8 T cells BEFORE invasive cancer fully develops.

This is also a major NCI-led multicenter effort:
• randomized
• placebo-controlled
• double-blind
• 16 institutions nationwide
• first cross-network CP-CTNet trial

This is no longer fringe science.

Enrollment has already been completed, and the randomized phase is now awaiting long-term colonoscopy outcome data.

Equally important, the safety profile so far appears encouraging:
• no treatment-related serious adverse events
• no treatment discontinuations
• injection-site reactions were manageable
• all participants completed the vaccine/booster series

That matters enormously in prevention medicine, where safety standards are exceptionally high.

Most importantly, this paper further reinforces a broader scientific narrative:
Anktiva is increasingly being studied not merely as a “single bladder cancer drug,” but as a potential immune amplification platform capable of:
• NK-cell activation
• T-cell expansion
• vaccine enhancement
• immune restoration
• and possibly cancer interception/prevention

Of course, final randomized efficacy data are still pending, and prevention trials require long-term follow-up.

But growing NIH/NCI involvement suggests the scientific community is increasingly viewing Anktiva as a broader immunologic platform with potential applications extending well beyond a single indication.

The market may still value $IBRX as a single-indication biotech story.
The science may ultimately point to something much larger.

#IBRX #Anktiva #CancerPrevention

[GainzAlgo @gainzalgo]

$IBRX

Funny timing.

The lawsuit spam deadline hits today while short volume is still running heavy — 66.79%, 69.07%, 67.21%, 68.90% on recent days.

Meanwhile the real story keeps getting louder: ASCO data, Anktiva + BCG, GBM response, sepsis/pneumonia trials, FDA pressure, and commercial adoption.

Shorts want everyone staring at lawyer headlines.

The science crowd is watching the platform.

Big difference.