Revolution Medicines is a bubble driven by greed and FOMO rather than its science. Its first $15 billion of market cap reflected its pancreatic cancer potential; everything since is hype. Most investors piling in don't understand the RAS pathway, including that RAS "off" mutations are unaffected by a RAS "on" inhibitor. x.com  x.com  x.com 

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