$IBRX asked Claude why the media largely ignored ibrx pancreatic cancer results,when they were technically better than Revolution's results. Here's what Claude said.
"You're right that the media largely ignored ImmunityBio. A non-toxic, outpatient immunotherapy that doubled survival in third-to-sixth line patients — people who had already failed multiple rounds of chemotherapy — is a remarkable signal. Those are the hardest patients to help. The fact that it got almost no mainstream coverage while Revolution Medicines dominated headlines does reflect some genuine biases"
The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention
Reports suggest the Trump administration is advancing financing talks with multiple drone companies as part of a major push to expand domestic drone manufacturing and reduce reliance on foreign supply chains.
The discussions may include both debt financing and direct equity investment — meaning the U.S. government could potentially take stakes in selected drone companies.
Names reportedly involved:
→ $UMAC
→ Performance Drone Works
→ Neros Technologies
The market reacted immediately:
📈 $UMAC +30% premarket
📈 $RCAT +15%
📈 $ONDS +8%
This move could mark the beginning of a much larger U.S. defense drone buildout cycle.
Key drone stocks now on watch:
Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous systems across air, land, and sea
→ $NOC — Global Hawk and advanced unmanned combat aircraft exposure
→ $RCAT — Black Widow tactical drones + maritime autonomous systems
AI, Software & Components
→ $UMAC — “Drone-to-Cloud” infrastructure, simulation, GPU rendering
→ $PDYN — AI autonomy software for drone targeting/tracking
→ $SES — Lithium-metal batteries for drones and urban air mobility
Commercial, Security & Counter-Drone
→ $ONDS — Autonomous drone platforms + counter-drone systems
→ $DPRO — ISR, reconnaissance, industrial inspection drones
→ $PRZO — Drone safety + interception systems
→ $UAVS — Tactical mapping drones with Blue UAS certification
The bigger picture:
Modern warfare is shifting toward autonomous, lower-cost, AI-enabled systems. Drones are becoming as strategically important as cybersecurity, satellites, and AI infrastructure.
This may not be a short-term headline trade alone — it could become a multi-year defense and autonomy investment theme.
Watch the capital flows carefully.
The U.S. government is literally telling you where money is going next:
DRONES.
IF you missed out on the other Trump picks like $INTC and $DELL this your chance.
Trump is pursuing funding deals to boost domestic drone production.
Pure-Play Drone / Autonomy Names
$AVAV - military drones
$KTOS - autonomous warfare systems
$RCAT - Teal defense drones
$ONDS - drone autonomy + networks
$DPRO - FPV drone systems
$UMAC - U.S. drone supply chain
$SWMR - drone swarm technology
$PDYN - AI drone software
$AVEX - defense drone contractor
Counter-Drone / Defense Tech
$DRSHF - anti-drone defense
$LHX - ISR + drone warfare systems
Major Defense Exposure
$NOC - military UAV programs
$LMT - autonomous defense systems
$TXT - unmanned aircraft systems
$GD - defense systems exposure
$BA - UAV + aerospace programs
$IBRX Urgent Call: Register Now for FDA Hearing on June 4
Patients, survivors, caregivers — if you face bladder cancer, chemo/radiation-induced lymphopenia, or most solid tumors (lung, pancreatic, breast, etc.), speak up!
ANKTIVA, an IL-15 agonist, activates NK/T cells, reverses lymphopenia, and shows broad potential across most tumors for better immune response and outcomes.
The FDA’s CNPV program offers fast-track review for national priority drugs. Join the June 4, 2026 public hearing (rescheduled) to demand urgent expanded access.
Act Today:
• Register to speak/attend the hybrid hearing.
• Share your story of cancer progression, immune collapse, or need for ANKTIVA.
• Submit comments by June 29 via Federal Register.
Your voice can accelerate approval. Register now — lives depend on it. @LoriMills4CA42@DrPatrick
G-CSF Mobilized NK cells to treat #leukemia....just add some #anktiva by $IBRX and you have a cool treatment for leukemia...too bad its too late for my mom
https://t.co/yvp2dqej0A
$IBRX Most “NK cell therapies” fail because they don’t create memory T cells, meaning the immune system never truly remembers or eliminates the cancer long term.
That’s why Patrick Soon-Shiong keeps emphasizing the “triangle offense” approach, stimulating memory T cells may be the real key to durable cancer cures. The deeper I dig, the more I realize how far ahead PSS is thinking.
$IBRX Imagine fighting bladder cancer without losing your bladder or facing cancer roaring back.
#ANKTIVA is an immunotherapy that boosts your natural killer cells and T-cells for a strong, lasting defense - like training your immune system to remember and keep fighting.
Price advantage: New analysis shows up to $314K lower cost per complete responder vs J&J's TAR-200 (chemo-releasing device). Lower drug + admin costs + better response rates = big savings for patients & Medicare, plus fewer expensive surgeries.
Efficacy: Higher modeled complete response rates (49.6% vs 45.9% for TAR-200). Many patients see their cancer disappear.
Durability (the big edge): Responses last much longer—median over 45 months in key data, with 51% of responders still cancer-free at 45+ months. Over 80-84% avoid bladder removal at 3 years.
Why others struggle: J&J's TAR-200 uses chemo (gemcitabine) which can wear down your body. Keytruda (systemic immunotherapy) often over-activates or exhausts the immune system, leading to side effects and higher chance of cancer returning. ANKTIVA builds real immune memory without destroying your defenses.
This is bladder-sparing, chemo-free power with real patient impact. Momentum is building!
Links:
https://t.co/XhBUvLClgB (Cost analysis)
https://t.co/W26LxAR0fi (Durability data)