Burak Finance
Head of Analytics, Growth Investor, PLTR/NBIS/RKLB
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.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'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
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
Consumer biotech has reached its iPhone moment, as a dog with cancer was vibe coded back to life in 2026. 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
BioNTech's personalized cancer vaccines look commercially unpromising because a vaccine after a cure draws little interest. Its previous attempts failed after it bought two companies. Melanoma is an easier test that can mislead investors: cancer-vaccine efforts in other indications have repeatedly failed, and this approach is no different. x.com x.com 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
The biotech and genomics boom is best owned broadly, because single biotech stocks are binary bets on trial results no analyst can handicap. One failed readout can halve a stock, as Novo Nordisk's lost market value on disappointing data showed. Owning blue-chip biotech and high-beta genomics as diversified baskets captures the funding rebound, the AI drug-discovery tailwind and the re-rating after years of deep bear market and a decisive breakout, without the single-molecule lottery. x.com x.com … Show more
Taysha Gene Therapies is a high-conviction binary bet: cash cushions the downside, and FDA approval of TSHA-102 for Rett syndrome could be a 5-10x event. No disease-modifying Rett therapy exists today, and TSHA-102 has a clean safety record in 12 patients, while rival Neurogene's NGN-401 lost its high-dose arm after a patient death. Comparables suggest $2-4 million a dose against about $10,000 in cost. Cash of $319.8 million lasts into 2028, but another raise is likely; failure means near zero. … Show more