Fox News, AI, NK cells, global expansion… awareness is growing. $IBRX is transitioning from an early commercial biotech to a broader immunotherapy platform. The key question isn’t what happened today—it’s what the business looks like by year-end if execution continues.
$IBRX The conversation is shifting toward NK cells, AI, and next-gen immunotherapy. $IBRX has spent years building around NK cell activation with ANKTIVA while the rest of the market is just starting to pay attention.
@bullishbruk This is great for cancer patients! Anktiva should have been approved across the board months to years ago. It’s starting to look like the FDA slow walked ImmunityBio so others could catch up with related therapies.
$IBRX Dr. Pat is connecting the dots: AI-designed nanobodies entering first-in-human trials at The Christie NHS, relationships spanning Oxford, Saudi Arabia, and global oncology. July feels like the start of something much bigger than a single drug. Watching close on announcement
at $QCLS we hired our first engineers to build a photonic computer to eliminate the need for huge data centers, nuclear and going to space for AI inference. join us!
$LUNR was trading near $45 just a month ago… it secured a new ~$144M NASA contract supporting lunar lander missions under Artemis.
it’s a company winning meaningful government business. Interesting!!!!!!!
$LUNR - Intuitive Machines secured its sixth NASA CLPS task order, a firm-fixed-price contract worth up to $148.3M to deliver a production line qualified Nova-C lander to the Moon by 2028.
The award includes a $68.6 million base contract plus a $79.7 million performance incentive tied to product-line qualification of the Nova-C lander.
This win reinforces NASA’s accelerated schedule for lunar surface deliveries and supports Moon Base operations under Artemis signaling growing confidence in Intuitive Machines as a repeatable, scalable lunar logistics provider.
Six CLPS task orders and counting. $LUNR continues to build out its position in the commercial lunar economy.
$LUNR Intuitive Machines is guiding 2026 revenue to $900M-$1 billion — nearly 5x the trailing 12-month revenue of $210M.
The lunar lander specialist ties directly to NASA's Artemis program. Combined with commercial mission wins, LUNR could deliver the most dramatic revenue acceleration of any pure-play space name in 2026 — meaningfully above investor expectations.
$LUNR landed a new ~$148M NASA contract for a Nova-C lander, 2028 mission.
But the contract isn't the story. NASA's language is.
My thesis was contract acceleration as controlling space is becoming a geopolitical priority, and $LUNR continues to confirm the pace is increasing.
"scaling manufacturing processes to support high-volume production." "High-velocity pipeline." "Mass production of lunar infrastructure."
It's not about a single mission but the massive and accelerating roadmap, and it's bullish for every systems and hardware providers.
And their stocks.
@NASAMoonBase Award details by the numbers:
@astrobotic — $297.9 million for two lunar lander deliveries
@FireflySpace — $144.2 million for one lunar lander delivery
@Int_Machines — $148.3 million for one lunar lander delivery
Claude Science is why I’m bullish AI + biotech. Faster discovery, smarter trials, better pipelines. $IBRX already has ANKTIVA commercial and global expansion underway.
$IBRX Accelerating target discovery, protein analysis, clinical research, and drug development workflows.
Introducing Claude Science, a new app designed with every stage of research in mind.
Artifacts traced to their code, environments managed on demand, and 60+ optional scientific databases that you can connect.
Available now in beta.
Momentum for $IBRX keeps building.
When patient advocates like Lori Mills publicly share their experiences with ANKTIVA, it adds another layer to the story alongside commercial growth, global expansion, and the upcoming catalyst calendar.
$IBRX still has ~135M shares sold short (~38% of float).
Now add:
• FDA acceptance of the ANKTIVA sBLA
• Jan. 6, 2027 PDUFA date
• Commercial revenue growth
• Global expansion
• H2 catalysts
No squeeze prediction—but that’s a lot of fuel if execution continues. DYOR.
First Asia approval. Commercial revenue. Global expansion.
$IBRX just announced ANKTIVA approval in Macau, China, adding another milestone to the international rollout. July updates and Q2 earnings are next. The thesis is about execution.