Nic Geo

Investing, designing, building, creating, loving life #ASX #propertyau #architecture

[Camus @newstart_2024]

Dr. Patrick Soon-Shiong dropped a cancer paradigm shift that could change everything:

“Cancer isn’t the disease — it’s the symptom. The real disease is the collapse of your immune system.”

Instead of destroying the body with aggressive treatments, he says we should focus on rebuilding and supporting the immune system so it can actually fight back.

No single magic bullet, but the science is finally moving fast — and he’s calling for more clinical trials to turn this new understanding into real results.

This one idea flips the entire approach to cancer treatment on its head.

What do you think — could shifting from attacking cancer to strengthening the immune system be the breakthrough we’ve been waiting for, or is it still too early to tell?

[Nic Geo @nicgeorgios]

@JoshHall2024 Finally

[Dr. Pat Soon-Shiong @DrPatrick]

One of the most sophisticated pancreatic cancer centers in the world I have had the honor to visit today.. in Europe! Change will happen here

[Dr. Pat Soon-Shiong @DrPatrick]

A thousand patients a day ! An international center dedicated to the integrated next generation immunotherapy treatment of cancer in Portugal. Never seen anything like this. Full commitment from an amazing medical/ surgical leadership and the Health Ministry and government !

[Lori Mills @LoriMills4CA42]

This makes me so sad, and so frustrated.
@SecKennedy
This girl deserves a chance.
President Trump signed right to try and the @DrPatrick cannot take 15k applicants.
Please give cancer patients hope.
Braelyn is 16 years old.
Please approve her for #ANKTIVA
@bullishbruk

[Bullish @bullishbruk]

Kudos to SFDA! 🇸🇦
On Jan 14, 2026, Saudi Arabia became the first country to approve Anktiva (nogapendekin alfa inbakicept), the world’s first IL-15 superagonist.
Approvals:
• First global approval for metastatic NSCLC — chemo-free, subcutaneous combo with checkpoint inhibitors.
• High-risk BCG-unresponsive NMIBC with CIS — intravesical with BCG.
A visionary, patient-first move accelerating innovative, less toxic cancer care in line with Vision 2030. Bravo, SFDA! 🚀 $IBRX #Anktiva
#SFDA #Anktiva #Immunotherapy @DrPatrick @LoriMills4CA42 @DrMakaryFDA

[Nic Geo @nicgeorgios]

@DrPatrick Love your work Dr

[Bullish @bullishbruk]

Dr. Pat, Sir you are spot on — why short $IBRX when it’s delivering real cancer progress?

ANKTIVA vs. Keytruda: Complementary therapies, not rivals.
• Mechanism: Keytruda (PD-1 inhibitor) releases T-cell brakes — blockbuster with ~$30B rev (Merck’s flagship).

ANKTIVA activates/proliferates NK cells, CD8+ killer T cells, and memory T cells — restoring immunity, turning “cold” tumors “hot,” and tackling resistance where Keytruda often fails.
• Indications & Synergy: Keytruda covers many cancers (e.g., NSCLC). ANKTIVA approved for BCG-unresponsive NMIBC (U.S./UK/EU/Saudi), with new Saudi accelerated approval for NSCLC in chemo-free combo with checkpoints (world’s first subcutaneous IL-15 superagonist here).
Trials show ANKTIVA + Keytruda-like checkpoints boosts lymphocyte recovery and survival in resistant patients; Phase 3 combos ongoing.
• Commercial: Keytruda is massive (~$35B peak trajectory). ANKTIVA’s 2025 ~$113M (700% YoY, 750% units) — early-stage but accelerating rapidly.
ANKTIVA enhances Keytruda by overcoming resistance and giving hope to progressing patients. Shorting ignores this “Immunotherapy 2.0” synergy and building momentum!
Bullish on $IBRX long-term! #ANKTIVA #CancerImmunotherapy @DrPatrick @LoriMills4CA42 @adamfeuerstein

[ImmunityBio, Inc. @ImmunityBio]

At ImmunityBio, we reported approximately $113 million in preliminary net product revenue for 2025, representing a ~700% year-over-year increase. This continued momentum reflects steady execution and growing adoption of ANKTIVA® - and, most importantly, progress toward our mission to advance therapies designed to restore the body’s natural ability to fight cancer. Read more: https://t.co/EUfSgNEWBJ

[Dr. Pat Soon-Shiong @DrPatrick]

In anticipation of the TV special on @NewsNation next week Nov 25 Tuesday at 10pm ET and on Thanksgiving at 9pm ET, the Cancer Bioshield Protocol is a result of over a decade of clinical trials across multiple tumor types to test and validate the hypothesis that protecting the immune system drives memory T cells. To achieve this memory in our immune system, it requires a complex orchestration of a therapeutic protocol I drew up as part of the cancer moonshot. We launched 26 phase 1 and 2 clinical studies including pancreas cancer, lung cancer, triple neg breast cancer and ten other tumors across over 830 patients receiving over 8,500 doses of ANKTIVA in combination with the therapies outlined in the first drawing to test that this orchestration can be safely given in an outpatient setting. See https://t.co/wLIIFTMcHl under "N-803"

Complete responses across multiple tumor types and multiple trials was seen and published over the years (2nd image).

@ChrisCuomo will try to unravel this complexity in a 1-hour show.

ALC matters. See more details on my X Articles.

[Bullish @bullishbruk]

$IBRX #anktiva #bioshield I agree! Especially your local oncologist that poison people with chemo and radiation should!

[Camus @newstart_2024]

Has Modern Oncology Been Winning the Battle, Only to Lose the War on Cancer? The devastating trade-off where shrinking a tumor today can mean destroying the body's natural defenses against metastasis tomorrow.

In a stunning and sobering exchange, Dr. Patrick Soon-Shiong delivered a paradigm-shattering critique of conventional cancer care to Megyn Kelly.

For decades, the medical establishment has celebrated "response rates"—the initial shrinking of a tumor through chemotherapy and radiation. But Dr. Soon-Shiong reveals a devastating trade-off: these treatments annihilate the body's very own elite defense forces—the NK cells and T-cells. These are the same cells that provide long-term immunity and are critical for preventing metastasis.

The result? A short-term victory that often paves the way for long-term defeat. The tumor may retreat, but the patient's primary defense against its return is wiped out.

This revelation leads to a heartbreaking reality in Dr. Soon-Shiong's clinic. With a waiting list of over 10,000 patients and only capacity for 20-30 at a time, he is forced to say "no" to thousands. Each refusal, he admits, fills him with despair, as he knows the likely consequence for those denied his cell-based immunotherapy program.

His conclusion is a powerful call to action: this life-saving technology shouldn't be locked away in a single clinic. As he states, it could be made available to the entire nation "by a stroke of a pen."

This isn't just a medical interview; it's a profound challenge to a 40-year-old standard of care and a plea for a new approach that prioritizes the body's innate ability to heal and remember over short-term, often illusory, gains.

[ImmunityBio, Inc. @ImmunityBio]

Lung Cancer Awareness Month is a time to recognize the progress made and the work still ahead. Non-small cell lung cancer (NSCLC) accounts for over 85% of all lung cancer cases in the U.S., with more than 180,000 diagnoses each year.

Our work focuses on developing immunotherapy treatments that strengthen the body's natural immune response to target and destroy cancer cells. Through clinical research and collaboration, we aim to deliver treatments that extend survival and improve quality of life for those affected.

Learn more about our NSCLC clinical trial: https://t.co/yTXbZGLCOY

[ImmunityBio, Inc. @ImmunityBio]

We're honored to collaborate with the Saudi leadership team as we work to advance research and identify opportunities to reach more patients in need.

[PolyBio @polybioRF]

Dr. Amy Proal on the @foresightinst Existential Hope podcast highlights NK & T-cell activating therapy, Anktiva: “there are a growing number of companies… that are working on therapies that do not suppress the immune system, but support the immune system.”

[Nic Geo @nicgeorgios]

Ah #Fashion! When you realise the real style icons were the #GoldenGirls. I personally think Angela wore it best. 🤔 What do you think?

[ImmunityBio, Inc. @ImmunityBio]

During our National Sales Meeting, we came together to align on our vision for the year ahead; one rooted in innovation, collaboration, and meaningful impact. From inspiring presentations to strategy sessions, every moment reinforced our dedication to driving progress for patients. We leave this meeting energized and focused on the work matters most - making a lasting difference in cancer care.

[Bullish @bullishbruk]

$IBRX
Bright Outlook: ANKTIVA® – The Dawn of a Global Cancer #BioShield
ANKTIVA® (nogapendekin alfa inbakicept-pmln, N-803) – the world’s first FDA-approved IL-15 superagonist immunotherapy – is no longer just a breakthrough for bladder cancer. It is the cornerstone of a global immune-reactivation revolution, poised to redefine cancer care from reactive treatment to proactive prevention. With its May 2025 MOU in Saudi Arabia as a launchpad, which we may hear some announcement this upcoming U.S.-Saudi investment summit Nov. 19 in Washington during Crown Prince Mohammed bin Salman's visit with President Trump.
ANKTIVA is scaling worldwide, activating immune systems in clinics, hospitals, and entire nations.

1. Clinical Triumph: From BCG-Unresponsive NMIBC to Pan-Tumor Dominance @alc2022

[Bullish @bullishbruk]

$IBRX 🚀 Richard Pazdur—visionary CDER Director & ultimate oncology pioneer!
✅ Masterminded 2024 accelerated ANKTIVA approval—saving lives faster!
✅ Championed 71% CR, 70% cystectomy-free—a game-changer!
✅ Hailed ALC surge + NK/T-cell “triangular offense”—brilliant insight!
From Keytruda to Anktiva—Pazdur’s legacy: accelerating miracles.
Broader breakthroughs incoming THANKS TO HIM!
CALL TO ACTION:
#Oncologists: Prescribe Anktiva + chemo NOW.
Patients: Demand your Right to Try.
#PazdurHero #AnktivaNOW #CancerWarrior @drpatrick @newstart_2024 @alc2022

[Bullish @bullishbruk]

$IBRX ultraBullish case! @alc2022 $IBRX
• ANKTIVA dominates lymphopenia reset → Reverses low lymphocytes, rescues checkpoints in 70%+ cancers
• Long COVID cure-all → Phase 2 data 2026 = $100B+ market capture (65M+ patients globally)
• Spike protein cancer explosion → Post-COVID oncology boom; ANKTIVA as universal Bioshield
• Pipeline nukes competition → NSCLC BLA 2026, GBM, lymphoma, HIV → $20B+ peak sales
• M&A or mega-partner → Big Pharma pays $200B+ premium to own IL-15 platform
• Shares ~985M → $100B MC = ~$101/share (50x from $2)
• Dilution? Always there but, could be supported by Cash runway + revenue explosion funds growth
• $IBRX = Trillion-dollar destiny unlocked? Well the latest of institutional ownership tells you something: INSTITUTIONAL BAZOOKA Q3 🔥
+52M shares bought (+56% QoQ)
144M total (14.7% float) — 369 funds
Armistice NEW 7.8M 🚀
Millennium +655%
Two Sigma +3,272%
Vanguard +27% to 27.7M
Shorts crushed -42% (91M→53M)
$108M inflows · 136 new buyers
Float locked. Gamma squeeze loading.
Long COVID data 2026 = $100B MC or bust.
Smart money just rang the bell 🔔
$IBRX to the moon confirmed? 🌕🚀🚀🚀 please do your own DD