$IBRX IMO, ANKTIVA’s Market Potential Summary:
• Overall Approach: Lymphopenia reversal as surrogate for accelerated/conditional approvals. TAM figures are approximate global/current estimates (therapeutics markets); ANKTIVA share would depend on uptake, and competition.
Current Approved (Bladder Cancer – NMIBC):
• TAM: ~$3 billion.
• Status: FDA-approved 2024, sBLA pending for papillary-only
Lung (Metastatic NSCLC):
• TAM: ~$25–35 billion.
• Status: Saudi conditional AA granted (+CPI). US AA discussions planned.
• Outlook: Strong data (QUILT trials); confirmatory Phase 3 ongoing.
Pancreas (Metastatic PDAC):
• TAM: ~$3–4 billion.
• Status: RMAT designation for ANKTIVA + CAR-NK combo.
• Outlook: High unmet need; planned Phase 3.
Lymphopenia (Chemo/Cancer-Induced):
• TAM: ~$1–3 billion (niche supportive care).
• Status: FDA supportive; EAP active; RMAT-linked.
• Outlook: Mechanism-driven expansion opportunity.
Total Potential TAM (only for the above without adding potential other indications such as sepsis, viral and other cancer tumors….): ~$32–45 billion.
This highlights significant additional upside beyond current bladder revenue, driven by ANKTIVA’s immune-restoration platform if regulatory paths succeed (AA + confirmatory RCTs). Figures are broad market sizes and will evolve with growth projections (often higher by 2030+). When I say my PT is $80 that is a discount and it may change to the upside
DYOR
$IBRX big mainstream attention here. Fox News highlighted CAR-T/cell therapy after a patient said it saved her life following 12 years of illness. cancer treatment is entering a very different era.
BREAKING: CNN just aired a devastating montage of all the times that Donald Trump accused others of using their public office to make money. Donald Trump's net worth has almost tripled since he took office. Everything he accuses others of is an open admission.
BREAKING: Look at this.
The day before Trump paused tariffs, triggering a historic 10% market rally, his accounts purchased 327 stocks worth up to $12.8 million.
The trades were disclosed more than a year late, resulting in a $200 penalty.
Unusual.
$IBRX Also lurking in the background... In January during that Saudi Summit senior representatives from the U.S. Administration committed to national preparedness traveled with Dr. Patrick to that event.
In following earnings conference call in March Dr. Patrick also said "we're also in discussions with the United States officials on a national preparedness for this particular site". (Regarding Dunkirk)