Jason Luongo
Growth-Stock Options Trader, LEAPS & Income Strategies
ImmunityBio is a real drug company with real revenue in a field that badly needs better options. ANKTIVA, the first FDA-approved immunotherapy for non-muscle invasive bladder cancer, drove 2025 revenue up 700% to $113 million, including $38.3 million in Q4, and is approved in 33 countries. It is expanding into lung cancer, with a BLA filing targeted by Q4 2026 after a randomized trial showed an 84% complete response rate versus 52% for standard treatment. x.comÂ
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. … Show more
ImmunityBio is worth adding to because the company claims it can cure cancer, and the chart is very clean. x.comÂ
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.comÂ
Consumer biotech has reached its iPhone moment, as a dog with cancer was vibe coded back to life in 2026. x.comÂ
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.comÂ
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.comÂ
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.comÂ
Alpha Tau Medical's valuation does not yet reflect the coming commercialization after Japan's PMDA, the world's toughest regulator, approved Alpha DaRT on February 24, 2026. Its radium-224 alpha emitters, with under 0.1 mm range, destroy tumors without harming nearby tissue or the immune system, suiting immunotherapy combinations; pancreatic data showed an 81% disease control rate. Radium-224's 3.6-day half-life makes its nearly finished New Hampshire facility a logistical moat. x.com x.com … Show more