Antonio Linares
Long-Term Technology & Biotech Investor, Early AMD/TSLA/PLTR/SPOT Positions
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 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
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, 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
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
Personalis could be a swing trade on breakthrough cancer vaccine news, a holy grail whose importance is hard to overstate. Downstream players in mRNA cancer vaccines may have some juice. x.com x.comÂ
Tempus AI's growth story has become a real one, with Q2 revenue up 22% to $382.5 million, positive net income and EBITDA, a 73.5% gross margin and $816 million of cash. Its $1.5 billion Personalis deal owns the sequencing technology behind the Moderna-Merck mRNA cancer vaccine, whose strong Phase 3 melanoma results validated the bet. Piper Sandler upgraded it to Overweight with a $76 target, up from $56, citing Personalis and strong INTerpath-001 MRD data. $80 is support for the breakout. x.comÂ