Finn Stockinger
Equity Analyst & Investor, Technology Research
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
Fintech is investing while biotech is gambling: roughly 90% of biotechs fail versus 10% of fintechs. Most fintechs are growing 25-30% or more yet trade at record-low valuations, while biotech is already up 90% and in a bubble driven by buyout mania. x.comÂ
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 is worth adding to because the company claims it can cure cancer, and the chart is very clean. 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, 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