$IBRX is the company that could save the world 🧵
1. The world is headed towards a lymphopenia pandemic. Lymphopenia is defined as an abnormally low lymphocyte count in the blood. When that happens, your immune system can't kill the bad guys.
2. $IBRX's Anktiva has been show to reverse lymphopenia with a high success rate. In clinical trials, lymphopenia trials notably improved cancer patient outcomes.
3. But Anktiva isn't just a drug. It's a platform. Many health problems, worth trillions of dollars, are the result of having a weak immune system.
4. When our immune systems are weak, pathogens and tumours play chess with us and they defeat us. The first step to play chess back and win is powering up the immune system. $IBRX is thus positioned to act as the horizontal platform others build on to kill the bad guys.
5. $IBRX financials aren't great. But revenue is growing fast, following FDA approval of Anktiva for unresponsive, non-muscle invasive bladder cancer. And while analysts view this company as a standalone product, the platform play has massive upside.
6. We can conquer much of human illness if we develop the ability to take out any molecule that's causing trouble. That's what $IBRX enables us to do and it's a big deal. I've said this many times with $HIMS - this capability is here today.
7. CEO and founder @DrPatSoonShiong is US biotech royalty. He sold APP Pharmaceuticals in 2008 for $4.6 billion and Abraxis BioScience in 2010 for about $3 billion. He was invited by DJT to become "health czar" in 2017. He owns 53% of $IBRx and has invested $100Ms in $IBRX
8. While I continue to study the competitive environment, I don't see the logic in claiming that $JNJ Inlexzo is a real competitor to Anktiva. This view is a fundamental misunderstanding of both the problem $IBRX aims to fix and how Anktiva a.k.a the Bioshield does that.
9. I do not have a position in $IBRX, but I continue to watch this company closely. The above thread is not medical or financial advice and should not be interpreted as such. This content is for educational and entertainment purposes only.
@alc2022 $IBRX I don't usually invest in non profitable companies. But I have a morning swim friend who is a widely respected cancer researcher MD. I showed him this company and he really likes what he sees in their stage II trials. He also says Patrick Soon is brilliant. So I bought a
@alc2022 Actually Patrick Soon-Shiong owns >80% of the shares directly or via his 2 holding companies: California Capital Equity LLC and Nantworks LLC.
@alc2022 Details! ⏬Show more!
@alc2022 You are in for a treat. This is not a good stock to recommend
@alc2022 Well done 👍… well summarized 🙏 Treat the root cause (collapse of immune system) & the rest will sort itself out…not just cancers but a lot of other chronic illnesses … the illnesses are all merely the symptoms of a root cause
@alc2022 Well done. What you think aboutbthe FDA granting expanded access for treatment of Lymphopenia? Should be given accelerated approval...Company overwhelmed with requests
@alc2022 This is going to go creasy ! 🤩
@alc2022 “Also worth mentioning: this drug could help with radiation sickness after nuclear fallout by countering lymphocyte loss and the resulting weakened immune system.”
@alc2022 Without words
@alc2022 Details! ⏬
@alc2022 Welcome to the $IBRX club!










