Professor Max C

ImmunityBio Investor $IBRX

[Dr. Pat Soon-Shiong @DrPatrick]

NANT Leonardo landed in California and cleared customs! Assembly begins next week of the world's first AI driven cell manufacturing robot.

[Dr. Pat Soon-Shiong @DrPatrick]

Here's the Lynch syndrome paper from NCI.

The trial is supported by the Cancer Prevention—Clinical Trials Network (CP-CTNet), a grant-funded network from the National Cancer Institute’s (NCI) Division of Cancer Prevention (DCP) that performs early-phase cancer prevention clinical trials. This trial represents the first cross-network trial performed by all five grant recipients and their affiliated organizations, at a total of 16 study sites.

As stated by the authors:

"Our trial employs a vaccination strategy that addresses common reasons for vaccine failure by targeting multiple antigens, using a proven adenoviral delivery system, and studying an immune-competent high-risk population without active cancer."

https://t.co/W3J4OMKNeo

[Liz Wang @Lizdaretodream]

Emerging NSCLC data are adding to the growing evidence that ANKTIVA and the broader $IBRX immune-restoration platform may be much more than a niche bladder cancer story.

Recent NSCLC data showed:

• Objective response rate improved to 56% vs 33%
• Median overall survival improved to 34.7 months vs 20.2 months
• Hazard ratio around 0.5
• No major increase in adverse events

Even more interesting, the mechanism may not simply be “tumor killing,” but immune restoration itself:

• reversal of lymphopenia
• restoration of NK/T-cell activity
• broader immune reactivation

ASCO26 data across bladder cancer, GBM, and NSCLC are starting to make the “one indication story” look increasingly outdated.

The emerging thesis may be far bigger:

not just oncology,
but immune restoration across multiple disease settings involving immune dysfunction.

Great news for cancer patients and long-term $IBRX investors.

Thank you @DrPatrick and the entire ImmunityBio team for pushing this science forward.

#ASCO26
#IBRX
#CancerResearch
#Immunotherapy
#NSCLC
#GBM

[David Din, CFA @DavidDin]

$IBRX

The good news keeps coming. Step for step.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $IBRX ImmunityBio Presents Economic Analysis Favoring 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 + BCG

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ ImmunityBio presented new 𝐈𝐒𝐏𝐎𝐑 𝟐𝟎𝟐𝟔 health economic analysis data.

➤ 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 + BCG showed lower costs versus 𝐓𝐀𝐑-𝟐𝟎𝟎 treatment.

➤ Study focused on 𝐁𝐂𝐆-𝐮𝐧𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐯𝐞 non-muscle-invasive bladder cancer patients.

➤ Cost savings per cystectomy avoided reached up to $𝟏𝟓𝟏,𝟒𝟑𝟖 at year two.

➤ Analysis showed savings per complete responder exceeding $𝟑𝟏𝟑,𝟕𝟕𝟓 at year one.

➤ Complete response rates were 𝟒𝟗.𝟔% for ANKTIVA versus 𝟒𝟓.𝟗% for TAR-200.

➤ Findings based on Medicare-focused 𝐜𝐨𝐬𝐭-𝐜𝐨𝐧𝐬𝐞𝐪𝐮𝐞𝐧𝐜𝐞 modeling over three years.

[Liz Wang @Lizdaretodream]

$IBRX Breaking at #ASCO26: Anktiva + BCG shows 47% complete response at 12 months vs 19% for Keytruda in BCG-unresponsive bladder cancer (nearly 3x better) in matched analysis.

Responses lasted ~10 months longer with a favorable safety trend.

Big win for Anktiva+BCG. Big hope for bladder cancer patients. 👍👍
#IBRX #Anktiva #ASCO26 #BladderCancer

[Liz Wang @Lizdaretodream]

$IBRX at #ASCO26:
First complete response in recurrent GBM with chemo-free regimen (NAI + PD-L1 t-haNK + bev).
Median OS not reached (6.75 mo f/u). No CRS/ICANS.

Big hope for brain cancer. 👍👍
#BrainCancer

[franchisekriz @franchisekriz]

$IBRX

[Professor Max C @ProfCMaxi]

@spaventa7 @bluefinsashimi 😭🤣

[Liz Wang @Lizdaretodream]

The market is still valuing $IBRX as if it only treats a tiny tiny fraction of bladder cancer patients.

But the science is increasingly pointing toward something much bigger:

immune restoration,
NK/T-cell activation,
infectious disease,
severe inflammatory lung injury / ARDS,
immune exhaustion,
solid tumors,
and potentially broader applications over time.

Most people still see $IBRX as a niche bladder cancer stock.

Dr. PSS appears to be building an immune-platform company.

That disconnect may not last forever.

[Antonio Linares @alc2022]

$IBRX feels like $AMD in 2014

[Professor Max C @ProfCMaxi]

@CAGoldNSilver @DrPatrick @ImmunityBio Now the focus shifts to approval.

[Professor Max C @ProfCMaxi]

Congratulations to @DrPatrick, the entire @ImmunityBio team, patients, advocates, and long-term $IBRX investors.

After months of short-driven fear around a potential RTF, FDA has officially ACCEPTED the ANKTIVA + BCG label expansion sBLA and assigned a Jan. 6, 2027 PDUFA date.

A major regulatory milestone and an important step toward expanding treatment options for patients with papillary NMIBC. Now the focus shifts to approval.

Onward and upward.

https://t.co/g05V4Zg2D8

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: FDA Accepts $IBRX ImmunityBio’s ANKTIVA Label Expansion Application

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ FDA accepts ImmunityBio’s 𝐬𝐮𝐩𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐁𝐋𝐀 for ANKTIVA plus BCG.

➤ Filing targets 𝐁𝐂𝐆-𝐮𝐧𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐯𝐞 bladder cancer with papillary disease.

➤ FDA assigns 𝐉𝐚𝐧. 𝟔, 𝟐𝟎𝟐𝟕 target action date.

➤ Expansion seeks inclusion of patients without 𝐜𝐚𝐫𝐜𝐢𝐧𝐨𝐦𝐚 𝐢𝐧 𝐬𝐢𝐭𝐮.

➤ QUILT 3.032 trial showed 𝟓𝟖.𝟐% 12-month disease-free survival rate.

➤ Approximately 𝟖𝟓% of NMIBC patients present with 𝐩𝐚𝐩𝐢𝐥𝐥𝐚𝐫𝐲 𝐝𝐢𝐬𝐞𝐚𝐬𝐞.

➤ Safety profile remained consistent with 𝐁𝐂𝐆 𝐚𝐥𝐨𝐧𝐞, company says

[Dr. Pat Soon-Shiong @DrPatrick]

It’s been quite a day. News coming soon re our sBLA response from FDA. Stay tuned.

[Professor Max C @ProfCMaxi]

Very interesting signal for $IBRX from the FDA bladder cancer workshop.

Thought leaders repeatedly emphasized:
• Papillary + CIS are biologically linked
• CIS is frequently missed in practice
• Doctors already treat papillary-only patients with CIS-approved therapies off-label

Most encouraging moment: FDA asking whether high-grade BCG-unresponsive NMIBC should be viewed as one disease entity rather than compartmentalized indications.

Hard not to see the relevance to ANKTIVA’s pending sBLA.

[Miles Jane @KelseyHard10948]

$IBRX , the ASCO 2026 embargo lifts Thursday, May 21, at 5:00 PM ET. This is the critical catalyst to prove Anktiva is a global solid-tumor platform:

Lung (QUILT-3.055): Watch for updated Median Overall Survival in NSCLC. Sustaining or exceeding the 21.1-month baseline triggers an immediate commercial re-rating.

GBM (QUILT-3.078): Updates on Anktiva + haNK crossing the blood-brain barrier. Survival past 15 months in recurrent glioblastoma cements neuro-oncology leadership.

HPV (IBRX-042): Look for "Total Viral Clearance" and CR rates. Reversing viral malignancies is a key focus for the newly restructured FDA leadership. Breast (QUILT-3.064): Focus on t-haNK combos targeting metastatic "Brachyury" in Triple-Negative Breast Cancer.

This four-pillar data drop represents the transition of ImmunityBio from a localized urology play to a diversified oncology giant.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $IBRX ImmunityBio Reports Favorable Bladder Cancer Data at 𝐀𝐔𝐀 𝟐𝟎𝟐𝟔

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐍𝐊𝐓𝐈𝐕𝐀® + BCG showed stronger complete response outcomes versus competitors.

➤ NAI+BCG patients were 𝟐× more likely to achieve complete response versus nadofaragene.

➤ Median complete response duration reached 𝟐𝟐.𝟏 months versus 𝟗.𝟕 months.

➤ NAI+BCG reduced 𝐜𝐲𝐬𝐭𝐞𝐜𝐭𝐨𝐦𝐲 risk by 𝟔𝟎% versus nadofaragene.

➤ Compared with TAR-200, NAI+BCG showed numerically higher 𝟏𝟐-𝐦𝐨𝐧𝐭𝐡 CR rates.

➤ NAI+BCG demonstrated significantly fewer 𝐭𝐫𝐞𝐚𝐭𝐦𝐞𝐧𝐭-𝐫𝐞𝐥𝐚𝐭𝐞𝐝 adverse events than TAR-200.

➤ Data presented at 𝐀𝐔𝐀 𝟐𝟎𝟐𝟔 for BCG-unresponsive bladder cancer patients.

[Liz Wang @Lizdaretodream]

The post details the ongoing US BCG shortage since 2012, controlled by Merck, which prevents patients with recurrent bladder cancer from accessing full FDA-approved $IBRX ANKTIVA therapy that requires BCG pairing, despite BCG being a decades-old immunotherapy standard.

ImmunityBio announced exclusive US rights to Japan’s Tokyo-172 BCG strain on May 16, 2026, supported by NCI-funded SWOG S1602 Phase 3 trial data showing non-inferior high-grade recurrence-free survival (64% vs 58% at 5 years) to the approved strain.

The deal removes a key supply barrier for ANKTIVA’s current use and planned first-line expansion, though FDA filing, data agreements, and approval remain pending steps.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Hopefully FDA will release the chokehold and let thousands of patients get access to the much needed BCG new strain.
@SecKennedy @SenRonJohnson

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $IBRX ImmunityBio Secures U.S. Patents for 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 + 𝐁𝐂𝐆 Through 𝟐𝟎𝟑𝟓

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ ImmunityBio receives 𝟓 issued U.S. patents covering 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 + 𝐁𝐂𝐆 therapies.

➤ Patent protection extends through at least 𝟐𝟎𝟑𝟓.

➤ Claims cover 𝐍𝐌𝐈𝐁𝐂 treatment methods, dosing regimens, and commercial kits.

➤ Portfolio protects approved 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 plus BCG intravesical therapy platform.

➤ Supports ongoing 𝐐𝐔𝐈𝐋𝐓-𝟐.𝟎𝟎𝟓 registrational trial in bladder cancer.

➤ Patents align with exclusive U.S. 𝐓𝐨𝐤𝐲𝐨-𝟏𝟕𝟐 𝐁𝐂𝐆 supply agreement.

➤ ImmunityBio says portfolio strengthens long-term 𝐛𝐥𝐚𝐝𝐝𝐞𝐫 𝐜𝐚𝐧𝐜𝐞𝐫 franchise positioning.