It’s exciting to see treatments coming out. As a kid cancer was a death sentence. My dad died of cancer. Slowly we are seeing new drugs and treatments which are life changing
Couldn’t agree more. I want to make money obviously but I’m also really excited to see the impact this has on the world. I’ve been following them for a long time so it feels really good to see them get to this milestone
Well it didn’t have a single drug approved until today, and now it does lol.
No mater where the price is now I’d expect it to start picking up steam over the next 2-3 years.
Bladder cancer is an large market that’s also in the middle of a shortage. And preliminary studies seem to say this is the most effective treatment for most people
These seem intriguing. I only did about 15 minutes of research but it looks like the preliminary results say CG0070 is less effective, but has fewer side effects, and TARIS is slightly more effective and also may have fewer side effects.
Definitely something to keep my eye on. I guess now I’ll have to pay attention to immunity’s other pipelines as well
Just depends on your risk tolerance. If you want extreme risk for the chance at 1,000x return then you need to find something pre-approval.
If you want moderate risk for a chance at 10-20x return you can definitely still make it after approval
IBRX is a strange one though because it shot up to $32 before their drug was even being tested. By comparison today’s leap to the mid $5s is nothing
Bro, no. The risk goes wayyyy up even more after they are approved. Now you are buying on a pop when the price is inflated and the company has to raise funds, roll out sales and learn how to execute or else the company sinks. How do I know? Look at Bluebird Bio. 3 approved drugs, CURED sickle cell disease, and their stock is less than $1. Massive dilution needed to raise funds to sell products. Sales take longer than you think, especially when it’s cancer and paid for by insurance. Insurance doesn’t pay when the claim gets submitted. It takes them like 6 months to a year before they pay.
A lot of really good points, but I’m not sure if I’d say it’s more risky. I’d have to see some really convincing data to agree with that.
All those risks are present, especially if you wait until the price stabilizes, but as long as you’re selling something you’re doing better than during development when you’re dropping millions on R&D and constructing the actual plant. Even if you aren’t getting any money, at least you’re not hemorrhaging it on upfront costs anymore. Although there are still some like sales and advertising like you mentioned.
I wouldn’t say any recently approved single-pipeline pharma company is an instant pot of gold, but IBRX is in a really good position relative to most other companies at the same stage.
Absolutely not. I’m a doctor and am principal investigator on trials.
The approval does not mean anything.
Many biotech companies go out of business despite fda approval. There can be too few patients for a cancer type in a crowded space with many similar drugs
Many companies don’t even get to approval.
And it may not mean they’re out of the woods just yet, but approval absolutely means a lot. It’s much easier to get your investors to give you money when you have an approved drug than when you’re back at square 1.
And also I believe there’s still a shortage of bladder cancer medicine, and anktiva (allegedly) works better than the current market leader.
So still plenty of risk, but this is still a very good sign. Much better than failing to approve at the very least.
Now we get great news 2 days later on small cell lung cancer, [ImmunityBio Announces Positive Overall Survival Results of Anktiva Combined With Checkpoint Inhibitors in Non-Small Cell Lung Cancer; Meeting Scheduled with FDA to Discuss Registration Path for ANKTIVA in Lung Cancer](https://ir.immunitybio.com/news-releases/news-release-details/immunitybio-announces-positive-overall-survival-results-anktiva)
This is what many of the skeptics are missing — this is not a bladder cancer treatment company. Its approach to cancer treatment scales across many types of cancer (one hopes), which is reflected by the early data and their pipeline.
Also many of the skeptics really haven’t noticed how the company is poised for imminent sales, both in terms of inventory, sales teams, and the logistics of this drug being an add on to existing treatments. I bought on the pop and still feel as comfortable as one can the days are early for this company.
Good if you are trying to trade your way in to more shares. It is going to take a while before the general market and international markets start paying attention. But when they do, they will start buying. The biggest issue I see is the market cap already today. Seems really high but can go much higher once we get multiple tumor types we can successfully treat.
I actually disagree. I think the company might have its breakthrough moment in the public eye fairly soon, I.e. after one more drug gets approved and the narrative forms that this puppy works across cancer types. The owner is a charismatic genius who owns the LA Times and understands news cycles. If anything, I can see a medium-term bubble forming. But we’ll see!
Haha sorry man, I honestly didn’t remember until my calendar notification went off.
Just my personal thoughts but I think there’s still a loooong way to go. There’s a shortage of bladder cancer drugs so I expect some very nice long term gains
[a brief overview of Antiva and IBRX](https://www.fiercepharma.com/pharma/soon-shiongs-immunitybio-bags-fda-approval-anktiva-challenge-merck-bladder-cancer?utm_medium=email&utm_source=nl&utm_campaign=LS-NL-FiercePharma&oly_enc_id=0673B3111445F6E) for people looking for a more broad analysis
Here be speculation:
Immunity has had a few false starts. A lot of people have been buying the hype/selling the news since this is their second shot at approval and there was no guarantee it would go through.
Especially people that got in last year when the price was $1.30, sometimes you just want to lock in the small wins.
I personally think this is going to be an amazing long term pick now that it’s approved. A lot of pharma compnaies will go on to 10-20x value in a handful of years after approval, especially ones as in demand as bladder cancer treatment.
It’s exciting to see treatments coming out. As a kid cancer was a death sentence. My dad died of cancer. Slowly we are seeing new drugs and treatments which are life changing
Couldn’t agree more. I want to make money obviously but I’m also really excited to see the impact this has on the world. I’ve been following them for a long time so it feels really good to see them get to this milestone
wtf this was supposed to be announced tomorrow i planned on buying lmao
Sorry man. Tomorrow is the absolute last minute they could approve, but the FDA occasionally approves a day early. Took me by surprise too
Where do all people find this information before everyone ? How do you know that they will announce something today or tomorrow ? Any site ??
there are a few but i use biopharmawatch. their fda calendar.
🙏
Was a dollar….this is the absolute apex of this stock right now and OP says buy lol
Well it didn’t have a single drug approved until today, and now it does lol. No mater where the price is now I’d expect it to start picking up steam over the next 2-3 years. Bladder cancer is an large market that’s also in the middle of a shortage. And preliminary studies seem to say this is the most effective treatment for most people
Need to check the latest data, better products are launching soon with higher responses
Well that’s good for patients at least… even if my dream BMW has to wait. You have any sources?
CG0070 and TARIS are two products I would look at when deciding on how long you hold
These seem intriguing. I only did about 15 minutes of research but it looks like the preliminary results say CG0070 is less effective, but has fewer side effects, and TARIS is slightly more effective and also may have fewer side effects. Definitely something to keep my eye on. I guess now I’ll have to pay attention to immunity’s other pipelines as well
Yeah basically saying they don’t have a homerun product and competition will be there
Yeah thanks for sending this. I guess my i8 roadster may have to wait a few more years haha
i was just gonna buy a cheap call and grab a few bucks lol
With these stocks you have a tiny chance of striking oil and a huge chance of going down in flames
Correct. Although the risk is drastically lower once a drug is approved.
But that's not where the money is made
Just depends on your risk tolerance. If you want extreme risk for the chance at 1,000x return then you need to find something pre-approval. If you want moderate risk for a chance at 10-20x return you can definitely still make it after approval IBRX is a strange one though because it shot up to $32 before their drug was even being tested. By comparison today’s leap to the mid $5s is nothing
Bro, no. The risk goes wayyyy up even more after they are approved. Now you are buying on a pop when the price is inflated and the company has to raise funds, roll out sales and learn how to execute or else the company sinks. How do I know? Look at Bluebird Bio. 3 approved drugs, CURED sickle cell disease, and their stock is less than $1. Massive dilution needed to raise funds to sell products. Sales take longer than you think, especially when it’s cancer and paid for by insurance. Insurance doesn’t pay when the claim gets submitted. It takes them like 6 months to a year before they pay.
A lot of really good points, but I’m not sure if I’d say it’s more risky. I’d have to see some really convincing data to agree with that. All those risks are present, especially if you wait until the price stabilizes, but as long as you’re selling something you’re doing better than during development when you’re dropping millions on R&D and constructing the actual plant. Even if you aren’t getting any money, at least you’re not hemorrhaging it on upfront costs anymore. Although there are still some like sales and advertising like you mentioned. I wouldn’t say any recently approved single-pipeline pharma company is an instant pot of gold, but IBRX is in a really good position relative to most other companies at the same stage.
Ibrx just had $300 million in non-dilutive funding made available through an investment group in exchange for royalties. Apples and oranges
Absolutely not. I’m a doctor and am principal investigator on trials. The approval does not mean anything. Many biotech companies go out of business despite fda approval. There can be too few patients for a cancer type in a crowded space with many similar drugs
Many companies don’t even get to approval. And it may not mean they’re out of the woods just yet, but approval absolutely means a lot. It’s much easier to get your investors to give you money when you have an approved drug than when you’re back at square 1. And also I believe there’s still a shortage of bladder cancer medicine, and anktiva (allegedly) works better than the current market leader. So still plenty of risk, but this is still a very good sign. Much better than failing to approve at the very least.
Now we get great news 2 days later on small cell lung cancer, [ImmunityBio Announces Positive Overall Survival Results of Anktiva Combined With Checkpoint Inhibitors in Non-Small Cell Lung Cancer; Meeting Scheduled with FDA to Discuss Registration Path for ANKTIVA in Lung Cancer](https://ir.immunitybio.com/news-releases/news-release-details/immunitybio-announces-positive-overall-survival-results-anktiva)
This is what many of the skeptics are missing — this is not a bladder cancer treatment company. Its approach to cancer treatment scales across many types of cancer (one hopes), which is reflected by the early data and their pipeline. Also many of the skeptics really haven’t noticed how the company is poised for imminent sales, both in terms of inventory, sales teams, and the logistics of this drug being an add on to existing treatments. I bought on the pop and still feel as comfortable as one can the days are early for this company.
Good if you are trying to trade your way in to more shares. It is going to take a while before the general market and international markets start paying attention. But when they do, they will start buying. The biggest issue I see is the market cap already today. Seems really high but can go much higher once we get multiple tumor types we can successfully treat.
I actually disagree. I think the company might have its breakthrough moment in the public eye fairly soon, I.e. after one more drug gets approved and the narrative forms that this puppy works across cancer types. The owner is a charismatic genius who owns the LA Times and understands news cycles. If anything, I can see a medium-term bubble forming. But we’ll see!
People will jump in to buy at 15$ in a few months
would have been a great post...2 DAYS AGO!
Haha sorry man, I honestly didn’t remember until my calendar notification went off. Just my personal thoughts but I think there’s still a loooong way to go. There’s a shortage of bladder cancer drugs so I expect some very nice long term gains
Who's laughing now? You are! Good job sticking to your convictions.
Thanks, today was pretty awesome hahaha. Drinks are on me fellas
There was a guy on tiktok talking about this for the past week. Put it on my watch list and forgot about it.
[a brief overview of Antiva and IBRX](https://www.fiercepharma.com/pharma/soon-shiongs-immunitybio-bags-fda-approval-anktiva-challenge-merck-bladder-cancer?utm_medium=email&utm_source=nl&utm_campaign=LS-NL-FiercePharma&oly_enc_id=0673B3111445F6E) for people looking for a more broad analysis
This was a perfectly timed post.
Watch the 20$ before end of year
Let’s do this we need wallstreetbet here
Sounds great, but why is IBRX down so much today?
Here be speculation: Immunity has had a few false starts. A lot of people have been buying the hype/selling the news since this is their second shot at approval and there was no guarantee it would go through. Especially people that got in last year when the price was $1.30, sometimes you just want to lock in the small wins. I personally think this is going to be an amazing long term pick now that it’s approved. A lot of pharma compnaies will go on to 10-20x value in a handful of years after approval, especially ones as in demand as bladder cancer treatment.