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IBRX
Posted on 3/12/26 at 12:58 pm
Posted on 3/12/26 at 12:58 pm
"The company's platform has generated first-in-human therapeutic agents that are planned to be studied in clinical trials in liquid and solid tumors. Its lead biologic product candidate includes Anktiva, an FDA-approved immunotherapy in combination with bacillus calmette-guerin (BCG) for the treatment of adult patients with BCG unresponsive non-muscle invasive bladder cancer with carcinoma in situ, with or without papillary tumors; and 3M-052, a synthetic TLR7/8 agonist and 3M-052 formulations and related technology. The company has collaboration agreements with National Cancer Institute; Serum Institute of India Private Limited; and BeOne Medicines Ltd. It has license agreement with 3M Innovative Properties Company and Access to Advanced Health Institute. ImmunityBio, Inc. is based in San Diego, California."
Anyone familiar with this biotech company? If so, what is your opinion? Thanks.
Anyone familiar with this biotech company? If so, what is your opinion? Thanks.
Posted on 3/12/26 at 7:16 pm to kjacksonp
quote:
IBRX
Up 250% ytd
Still has steam left?
Posted on 3/13/26 at 7:07 am to kjacksonp
I sold because it wasn’t doing anything
I’ve invested in like 10 different cancer cure stocks over the years but when you go to the cancer doctor the treatment is still “we gotta cut your balls off”
I’ve invested in like 10 different cancer cure stocks over the years but when you go to the cancer doctor the treatment is still “we gotta cut your balls off”
Posted on 9/18/26 at 3:43 pm to kjacksonp
quote:We've got a lot more visibility since your original post, and the price is roughly the same. I like that.
Anyone familiar with this biotech company? If so, what is your opinion? Thanks.
I actually bought leaps yesterday and some shares today.
I like the commerical ramp of ANKTIVA so far, but the big one will be its lung cancer indication, which is in Phase 3 right now.
Their founder and former CEO is worth about 16.6 billion and still owns nearly 65% of the company
So about 1/3 of his net worth is attached to the success of IBRX.
Also, he's generally a big deal and owns the LA Times.
Check out his X post from four days ago...
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If tweet fails to load, click here. I bought the LEAPS just based on favorable price action originally, and though I've sworn off biotech I'm getting drawn in by this one
This is one of the prettiest setups you'll ever see.
What the chart is telling you:
The January explosion from ~$2.50 to ~$14 was the ANKTIVA commercial launch re-rating. Everything since then is a descending wedge: lower highs and lower lows converging on declining volume. Falling wedges are statistically one of the most reliable bullish continuation patterns, and the setup here is clean.
The breakout is either happening or about to. Price at $8.44 is pressing against the upper trendline of the wedge. The moving average stack confirms: 20 EMA ($8.07), 50 MA ($7.75), and 200 MA ($6.87) are all below current price, all rising, and converging. That's the alignment you look for — price above all three, all three pointing up, compressing together before a move.
RSI at 57.11 is the detail that makes the pattern more credible. The stock isn't overbought — it has room to run before hitting resistance. A breakout from a falling wedge at RSI 57 can push to 70+ before exhausting, which on this chart puts $10-12 in play as the measured move.
Volume during the wedge has been declining — classic. What you want to see is the breakout candle printing on materially higher volume than the wedge candles. That's the confirmation. Without the volume surge, a breakout can fail and re-enter the pattern.
I own $7.5 calls expiring January 2028 as well as 615 shares around 8.50
IBRX is extremely liquid, even in the options market. Open interest on those calls is 26k. That's A LOT.
It's not what you'd call a hidden gem, though institutional ownership is fairly low at 19%
With about a billion shares oustanding, the tradable float is more like 400mm with retail owning about half of that.
So it can really move...both ways.
This post was edited on 9/18/26 at 3:51 pm
Posted on 9/18/26 at 4:27 pm to bayoubengals88
Institutional ownership has been steadily on the incline. Insider selling hasn’t been too too bad either since the pop.
Posted on 9/18/26 at 5:16 pm to el Gaucho
You need a new doctor. I think you went to a veterinarian.
Posted on 9/18/26 at 7:59 pm to bayoubengals88
Wanted to add that short interest is north of 30% 
Posted on 9/18/26 at 8:36 pm to bayoubengals88
Enjoying the research so far…
The primary reasons ANKTIVA cannot fully replace Keytruda include:
1. Different Mechanisms of Action
The two drugs work on entirely different parts of the immune response:Keytruda takes the brakes off: It is a PD-1 checkpoint inhibitor. Cancer cells trick the immune system into turning "off." Keytruda blocks this signal so existing immune cells can attack.
However, if a patient does not have enough immune cells to begin with, Keytruda has nothing to work with.ANKTIVA supplies the cells: It is an IL-15 receptor superagonist. Its job is to act as a factory inside the body, directly stimulating, multiplying, and strengthening Natural Killer (NK) cells and killer T-cells.
Because Keytruda can eventually fail when a patient’s T-cell count is depleted, ANKTIVA is being studied to "rescue" Keytruda by replenishing those cells so Keytruda can function again.
2. Massive Differences in Approved Indications
Keytruda is a deeply entrenched, multi-billion-dollar therapeutic staple approved by the FDA for dozens of indications spanning melanoma, lung, breast, cervical, and gastric cancers.
ANKTIVA is currently only FDA-approved for a specific type of BCG-unresponsive, non-muscle invasive bladder cancer. While it has received accelerated approval in other countries (like Saudi Arabia) for metastatic non-small cell lung cancer in combination with checkpoint inhibitors, it does not have the broad, standalone approvals across tumor types that Keytruda has spent a decade securing.
3. Combination, Not Substitution
The future of oncology is shifting toward "Immunotherapy 2.0," which relies on combination therapy rather than monotherapy. Major clinical trials, such as the NCI Lung-MAP study, are testing ANKTIVA alongside Keytruda to see if they work better together as a chemotherapy-free alternative.
The primary reasons ANKTIVA cannot fully replace Keytruda include:
1. Different Mechanisms of Action
The two drugs work on entirely different parts of the immune response:Keytruda takes the brakes off: It is a PD-1 checkpoint inhibitor. Cancer cells trick the immune system into turning "off." Keytruda blocks this signal so existing immune cells can attack.
However, if a patient does not have enough immune cells to begin with, Keytruda has nothing to work with.ANKTIVA supplies the cells: It is an IL-15 receptor superagonist. Its job is to act as a factory inside the body, directly stimulating, multiplying, and strengthening Natural Killer (NK) cells and killer T-cells.
Because Keytruda can eventually fail when a patient’s T-cell count is depleted, ANKTIVA is being studied to "rescue" Keytruda by replenishing those cells so Keytruda can function again.
2. Massive Differences in Approved Indications
Keytruda is a deeply entrenched, multi-billion-dollar therapeutic staple approved by the FDA for dozens of indications spanning melanoma, lung, breast, cervical, and gastric cancers.
ANKTIVA is currently only FDA-approved for a specific type of BCG-unresponsive, non-muscle invasive bladder cancer. While it has received accelerated approval in other countries (like Saudi Arabia) for metastatic non-small cell lung cancer in combination with checkpoint inhibitors, it does not have the broad, standalone approvals across tumor types that Keytruda has spent a decade securing.
3. Combination, Not Substitution
The future of oncology is shifting toward "Immunotherapy 2.0," which relies on combination therapy rather than monotherapy. Major clinical trials, such as the NCI Lung-MAP study, are testing ANKTIVA alongside Keytruda to see if they work better together as a chemotherapy-free alternative.
Posted on 9/18/26 at 8:38 pm to bayoubengals88
This may be AI, but it’s not a bunch of bull shite. Highly recommend reading it.
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