News, infos and good to know WKN: A2QQ2E ISIN: US45256X1037 Kürzel: IBRX Forum: Aktien User: Lirumlarum1

Smart money wants the retail investor to go through these thought cycles and will push the share price into the “max pain” zone as much as possible to ensure they get the best price and retail gets shaken. I believe they will push IBRX to extreme pain levels because they have to assume that Dr. Patrick Soon-Shiong and the insiders are not going to be ditching the ~75% of the outstanding shares. If funds are going to want to get a sizeable position they are going to have to be accumulating the ATM and hope the remaining shares on the market become available as investors bail. What’s My Point? I believe this sell-off was inevitable because the company needs money and big money wants the best price… which will most likely be way below yours. Therefore, retail investors ought to accept this as a part of the process and it is how the street works. Keep in mind, the company's previous ticker, NK, was trading around $1 per share just a couple of years ago for no apparent reason, so the Street has pulled this move before. Consequently, I suggest investors be patient and wait for an update on the ATM before getting too aggressive with their share sizing. We should see an update in the company's next quarterly filing. A Bullish Point Personally, I believe IBRX is currently undervalued solely on Anktiva’s clinical and commercial prospects. Taking a look back at the company’s quilt trials, we can see Anktiva is involved in a plethora of programs and indications.

Moreover, Anktiva is in several other pipeline programs, so, the company's pipeline would be validated and have an upgraded outlook. Demoralized For two years I have been dumbfounded about how the market repeatedly overlooks and disrespects the company’s potential to change the healthcare landscape. Indeed, market cycles are probably the main culprit, but the ticker has a history of trading well below its intrinsic value. In my previous articles, I have proposed several possibilities why the market allows IBRX (Previously NK) to depreciate and go through extended unjustified sell-offs. I was convinced the Street was apprehensive about NantKwest and Dr. Patrick Soon-Shiong because of the NantWorks structure. In addition, Dr. Patrick Soon-Shiong had just started his legal battle with Sorrento Therapeutics (SRNE). My biggest concern was actually ImmunityBio before the merger and how it had the best product candidates in its pipeline. Obviously, the merger has assuaged my concerns about company hierarchy and the market was very bullish on NK/IBRX leading up to the merger. Unfortunately, the market value of the combined company has been crushed and IBRX is being once again overlooked and disrespected. Why? Well, at first, I was convinced Sorrento was going to sell their 8.19M shares of the combined company due to their legal battle because Dr. Patrick Soon-Shiong is ImmunityBio’s founder and major IBRX stakeholder. Selling those 8.19M shares over the course of the year will definitely hurt the share price considering the number of outstanding shares is 391.16M and 75.37% of them are held by insiders. Since most of the shares are being held by insiders, including Dr. Patrick Soon-Shiong, Sorrento would be hurting the doctor regardless of the outcome of the legal battle. I honestly don’t know if this is the case, but the perpetual selling can only be coming from a few sources. Another potential source of the selling pressure is from the company’s $500M ATM offering, which creates steady selling pressure and puts a dark cloud over the ticker until the company pulls the plug or maxes out the ATM. At the end of June, the company only sold roughly $95M, which leaves ~$402M available to issue. Since IBRX’s trading volume is around 1M shares a day and we have had roughly 70 trading days since the end of Q2, we have to imagine the company has put a significant dent in the ATM. Unfortunately, we probably won’t know until the next quarterly filing and the market will probably keep their distance until they feel the coast is clear. Admittedly, most of these potential sources of bearish sentiment and selling pressure are reasonable. So, I can’t say the sell-off is completely unwarranted… but I feel it is appropriate to say IBRX has been disrespected by the market and the Street. I find it hard to believe that ImmunityBio is essentially an underfollowed company with very little press and has nearly zero analyst coverage. I cover a multitude of healthcare tickers on Seeking Alpha that don’t have a fraction of ImmunityBio’s clinical and commercial potential, yet, the ticker gets covered by several authors. Meanwhile, I am essentially the only one covering ImmunityBio. Keep in mind, ImmunityBio just released updated data that showed Anktiva has the prospects to become an oncology dynamo. Then, add in all of the other company products, and one is left thinking “am I the only one seeing this?” And the answer is no… The selling pressure might have retail investors wondering “what is going on?”… “Wasn’t the data positive?”

Anktiva Bladder Cancer Data ImmunityBio publicized updated data from their BCG-unresponsive non-muscle-invasive carcinoma in situ bladder cancer trial. The QUILT 3.032 study is an open-label, three cohorts, multicenter Phase II/III trial of intravesical BCG plus Anktiva. The primary endpoint for Cohort A was the incidence of a complete response of CIS at any time. The company revealed 72% of patients having a complete response to intravesical BCG along with the company’s Anktiva with a median duration of ~20 months. In addition, the company reported a 59% probability that responding patients would sustain a complete response for more than 12 months. Moreover, 85% of patients in the cohort avoided a cystectomy with a median duration of follow-up of 20.4 months. Furthermore, ImmunityBio reported a 0% treatment-related SAEs, 0% immune-related AEs and 0% grade 4 or 5 treatment-related AEs. Why is this Significant? Investors should be encouraged by these results showing the potential for a higher and longer-lasting rate of complete response than with the current standards of care in patients facing removal of the bladder as an alternative. Unfortunately, none of the FDA-approved products or candidates have come close to Anktiva’s numbers. At best, other products have come close to only 20% of patients are disease-free at 12 months vs. 30% at 18-months for Anktiva+BCG. In addition, the safety profile is superlative considering the currently approved checkpoint therapy has a 21% incidence rate for immune-related adverse events. It is possible that Anktiva+BCG will be approved and will quickly become the standard of care for patients with BCG-unresponsive bladder cancer. If approved, the combination will be looking to take on bladder cancer has a high incidence is the fourth most commonly diagnosed solid malignancy in men and the twelfth for women, which led to 17,980 deaths in the U.S. during 2020. This market is craving for additional therapies considering BCG immunotherapy has been the standard of care for NMIBC for the last 30 years. What is more, the addition of Anktiva to the BCG regimen shouldn’t be a major hassle for urologists because Anktiva is intended to be administered with BCG right in the office. So, we can say there is a significant market for adding Anktiva to BCG therapy and the combination has surpassed expectations and outperformed some of the leading oncology agents on the market. Furthermore, this data should be sufficient for a BLA and approval, which would make Anktiva ImmunityBio’s first approved product.

Company Overview ImmunityBio is a cutting-edge cell and immunotherapy company that has several programs in late-stage clinical trials using next-gen technologies that generate immunogenic responses to defeat cancer and infectious diseases. The company’s immunotherapy platform mobilizes natural killer cells, macrophages, and T cells to generate long-term “immunological memory.” ImmunityBio has an imposing pipeline with more than 40 clinical trials in 19 indications. The company has several impressive product candidates including antibody cytokine fusion proteins, albumin chemo immunomodulators, Adeno and yeast vaccines, and our off-the-shelf natural killer “NK” cell products. The company has established GMP manufacturing capacity with ready-to-scale facilities, and an impressive staff to manage R&D, clinical trials, and regulatory tasks. Overall, ImmunityBio is a comprehensive company that can handle just about anything “in-house.” Background on Anktiva (N-803) The company’s flagship product, Anktiva “N-803” is a cytokine infusion protein and a novel interleukin-15 “IL-15” superagonist complex. Anktiva consists of an IL-15 mutant joined to an IL-15 receptor α/IgG1 Fc fusion protein. Its mechanism of action is direct specific stimulation of CD8+ T cells and NK cells through beta-gamma T-cell receptor binding while avoiding T-reg stimulation. Anktiva has improved PK properties, longer persistence in lymphoid tissues, and enhanced anti-tumor activity compared to native, non-complexed IL-15 in vivo. Anktiva has received Breakthrough Therapy and Fast Track Designations from the FDA for BCG-unresponsive CIS non-muscle invasive bladder cancer “NMIBC”.

Immunitybio (IBRX) has been one of a handful of top investments that I have been confidently adding to during the small and mid-cap care sell-off taking place over the course of 2021. I believe the market will continue to overlook the intrinsic value of the merged company and its potential to remodel the paradigm in numerous indications. Sadly, it looks as if the market hasn't even acknowledged Anktiva’s recent bladder cancer data that is undeniably the best data ever produced in that indication. For that reason, I will continue to remain nimble with my position while remaining extremely bullish on IBRX in anticipation the market will recognize the opportunity and will be forced to price IBRX at a proper valuation. I intend to provide some background on Anktiva and review its bladder cancer data. In addition, I discuss why I think the market is allowing the share price to continue to deteriorate. Finally, I discuss a key bullish point for the longs.

ImmunityBio: Demoralization Of The Bulls By Deflating The Share Price Oct. 12, 2021 2:10 AMImmunityBio, Inc. (IBRX) Summary ImmunityBio’s share price bearish trend continues since its merger despite Anktiva moving closer to a BLA submission in BCG-unresponsive non-muscle-invasive carcinoma in situ bladder cancer. This extensive sell-off is demoralizing and is inflicting max pain on longs. I believe the sell-off is being fueled by several sources, none of which are running empty. The company’s cytokine infusion protein and a novel interleukin-15 “IL-15” superagonist complex, Anktiva, could become a blockbuster product in the coming years. Regardless of the sell-off, I remain bullish on IBRX at these prices and will continue to follow my current strategy.

Nur indirekt, da auch der Immun Marker PD-L1 genannt wird. Wird aber kaum etwas mit dem Kursanstieg zu tun haben.

Hat die Studie was mit uns zu tun? Ist das der Grund für den heutigen Anstieg?

New treatment kills head and neck cancer in trails https://www.theguardian.com/society/2021/oct/11/new-cancer-treatment-destroys-tumours-in-terminally-ill-finds-trial Die Test werden von Bristol Myers Squibb finanziert.

Die letzte Transaktion war ein Kauf von der Freundin unseres CEOs, Richard Adcock - 1930 Shares für 16.995$

ImmunityBio (NASDAQ:IBRX) Insider Trade Frequently Asked Questions WHO IS ON IMMUNITYBIO'S INSIDER ROSTER? The list of insiders at ImmunityBio includes Barry J Simon, Cheryl Cohen, and Richard Adcock.Learn more on IBRX's insiders WHAT PERCENTAGE OF IMMUNITYBIO STOCK IS OWNED BY INSIDERS? 82.80% of ImmunityBio stock is owned by insiders.Learn more on IBRX's insider holdings WHICH IMMUNITYBIO INSIDERS HAVE BEEN BUYING COMPANY STOCK? The following insider purchased ImmunityBio stock in the last 24 months: Richard Adcock ($17,003.30). HOW MUCH INSIDER BUYING IS HAPPENING AT IMMUNITYBIO? Insiders have purchased a total of 1,930 ImmunityBio shares in the last 24 months for a total of $17,003.30 bought. WHICH IMMUNITYBIO INSIDERS HAVE BEEN SELLING COMPANY STOCK? The following insiders have sold ImmunityBio stock in the last 24 months: Barry J Simon ($581,181.56), and Cheryl Cohen ($688,733.88). HOW MUCH INSIDER SELLING IS HAPPENING AT IMMUNITYBIO? Insiders have sold a total of 104,388 ImmunityBio shares in the last 24 months for a total of $1,269,915.44 sold. https://www.marketbeat.com/stocks/NASDAQ/IBRX/insider-trades/?RegistrationCode=SocialMedia-StockTwits&DefaultTab=Insider&utm_source=GeneralSocialMedia&utm_medium=Social&utm_campaign=SocialMedia

National Cancer Institute Selects ImmunityBio’s N-803 IL-15 Receptor Agonist to Combine with Keytruda in 700-Site Lung-MAP Clinical Trial of a Chemo-Free Therapy Lung-MAP trials are studying how well investigational or new drugs work in non-small cell lung cancer (NSCLC) patients and will study how N-803 (Anktiva) could bolster the current standard of care, checkpoint inhibitors. ImmunityBio’s study will test its IL-15 receptor superagonist complex N-803 (Anktiva) in combination with Merck’s pembrolizumab (Keytruda) in up to 478 second-line patients with tumors that are not targetable with a drug, which accounts for the majority of NSCLC cases. The study is one of the National Cancer Institute’s largest lung cancer clinical trials with more than 700 sites and enrollment is anticipated to begin in Q4 2021. https://ir.immunitybio.com/news-releases/news-release-details/national-cancer-institute-selects-immunitybios-n-803-il-15?field_nir_news_date_value[min]=

Ramaphosa: New cancer & Covid-19 vaccine initiative will be a game-changer for South Africa https://smile904.fm/ramaphosa-new-cancer-covid-19-vaccine-initiative-will-be-a-game-changer-for-south-africa/?app=true

ImmunityBio Plans Trial For Second Covid-19 Shot in South Africa https://www.bnnbloomberg.ca/immunitybio-plans-trial-for-second-covid-19-shot-in-south-africa-1.1658387

3. Quartal 2021 und 1. Quartal 2022 : Quilt 88 - Pancreatic also has a cohort C investigating NCV - Nant Cancer Vaccine. To study the safety and early efficacy signals across multiple tumor types, the company has launched a series of Quantitative Lifelong Trials (QUILT). To date, the NANT Cancer Vaccine has been studied in more than 100 patients across multiple tumor types, including pancreatic, breast, colorectal, and head and neck cancers. Among these studies is QUILT 88, a Phase 2 trial studying the NCV in metastatic pancreatic cancer patients. Enrollment of Cohort C, patients who have previously failed two lines of standard-of-care therapy, is expected to be completed in the third quarter of 2021 and an early readout of survival data is expected in the first quarter of 2022. https://ir.immunitybio.com/news-releases/news-release-details/immunitybios-novel-immunotherapy-nant-cancer-vaccine-currently?field_nir_news_date_value[min]=