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mon

Independent Analyst, High-Risk Small-Cap & Growth Investing

5 Jun, 09:07Latest

ImmunityBio is an easy long-term hold because it already sells an FDA-approved product, ANKTIVA for certain bladder cancers, while its valuation largely ignores an unproven pipeline in lung, brain, pancreatic and other cancers. Saudi Arabia approved ANKTIVA for bladder and non-small cell lung cancer, the first lung approval, as an international rollout builds. Founder Patrick Soon-Shiong has decades of oncology experience. Value depends on clinical data, and regular capital raises are expected. x.com x.com

IBRX

4 Jun, 21:28

ImmunityBio stands apart from most biotech stocks because it already has an approved, revenue-generating product, ANKTIVA, for certain forms of bladder cancer. Management sees ANKTIVA as a broader cancer platform that could extend to lung and brain cancer; those uses are early but are where much of the long-term upside lies. It is also expanding internationally, including into Saudi Arabia, and its founder is among the most impressive in biotech, seemingly driven by impact, not money. x.com

IBRX

Jason Luongo

Growth-Stock Options Trader, LEAPS & Income Strategies

26 Aug

IBRX

ImmunityBio combines real revenue with a real catalyst, alongside real biotech risk. Its cancer immunotherapy ANKTIVA posted a record $50.7M quarter, its eighth straight quarter of growth, and an FDA decision on expanded approval is due January 6, 2027. x.com

Burak Finance

Head of Analytics, Growth Investor, PLTR/NBIS/RKLB

17 Mar

IBRX

ImmunityBio is worth adding to because the company claims it can cure cancer, and the chart is very clean. x.com

Finn Stockinger

Equity Analyst & Investor, Technology Research

5 Jul

IBRX

ImmunityBio is too early to own because its market is not one where the best technology simply wins. Anktiva could be groundbreaking, but the field involves a lot of politics, and sales and adoption are scaling fairly slowly, which is normal. The company is worth watching. x.com

Antonio Linares

Long-Term Technology & Biotech Investor, Early AMD/TSLA/PLTR/SPOT Positions

28 Jul

IBRX

Consumer biotech has reached its iPhone moment, as a dog with cancer was vibe coded back to life in 2026. x.com

Antonio Linares

Long-Term Technology & Biotech Investor, Early AMD/TSLA/PLTR/SPOT Positions

2 Oct

The AI and biology basket now adds AbCellera and Hims & Hers and looks set to destroy the market over the next 10 years. ImmunityBio is the immune system's operating system, Nautilus is the Tesla of proteomics, Recursion is superhuman biology-chemistry AI, AbCellera is the machine that can hit any target in the body, and Hims & Hers is the dominant direct-to-consumer distribution layer. x.com

Biotech2k

Biotech Investor, AI-Driven Drug Discovery

25 Oct

IBRX

ImmunityBio's market cap still looks absurd despite falling sharply from its bubble-era level. Its merger of several companies at the 2021 peak has kept the stock off the buy list. x.com

StockWhale

Stock Trader, Trade Signals

13 Apr

KOS

ImmunityBio, Kosmos Energy, Sidus Space, bioAffinity, AXT, Satellogic, Sky Quarry, Viavi, Lightwave Logic and Qnity Electronics are stocks that can continue to double, with money flowing into the group. Worth keeping a close eye on. x.com x.com

Jorge A.

Stock & Options Trader

22 Apr

IOVA

Iovance Biotherapeutics is the first mover in TIL therapy, as Amtagvi is the first and only FDA-approved tumor-infiltrating lymphocyte therapy for solid tumors and no rival is close to market. 2025 revenue jumped over 60% to $264M as it commercializes and scales. Its pipeline is expanding beyond melanoma into lung and cervical cancer and sarcomas, where early data showed a 50% response rate. H.C. Wainwright kept a Buy rating and $9 target, about 2.8x the ~$3.41 price. x.com

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