Professor Max C

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Professor Max C

Professor Max C

@ProfCMaxi

ImmunityBio Investor $IBRX

가입일 Nisan 2024
823 팔로잉537 팔로워
Professor Max C 리트윗함
Dr. Pat Soon-Shiong
Dr. Pat Soon-Shiong@DrPatrick·
NANT Leonardo landed in California and cleared customs! Assembly begins next week of the world's first AI driven cell manufacturing robot.
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Dr. Pat Soon-Shiong
Dr. Pat Soon-Shiong@DrPatrick·
Here's the Lynch syndrome paper from NCI. The trial is supported by the Cancer Prevention—Clinical Trials Network (CP-CTNet), a grant-funded network from the National Cancer Institute’s (NCI) Division of Cancer Prevention (DCP) that performs early-phase cancer prevention clinical trials. This trial represents the first cross-network trial performed by all five grant recipients and their affiliated organizations, at a total of 16 study sites. As stated by the authors: "Our trial employs a vaccination strategy that addresses common reasons for vaccine failure by targeting multiple antigens, using a proven adenoviral delivery system, and studying an immune-competent high-risk population without active cancer." frontiersin.org/journals/immun…
Dr. Pat Soon-Shiong@DrPatrick

As predicted in our Nant Cancer vaccine patent. Most excited to see the readout of the Lynch Syndrome trial to prevent cancer. 2 year follow up coming by next year. NK cell stimulation happening so far.

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Liz Wang
Liz Wang@Lizdaretodream·
Emerging NSCLC data are adding to the growing evidence that ANKTIVA and the broader $IBRX immune-restoration platform may be much more than a niche bladder cancer story. Recent NSCLC data showed: 
• Objective response rate improved to 56% vs 33%
• Median overall survival improved to 34.7 months vs 20.2 months
• Hazard ratio around 0.5
• No major increase in adverse events Even more interesting, the mechanism may not simply be “tumor killing,” but immune restoration itself: 
• reversal of lymphopenia
• restoration of NK/T-cell activity
• broader immune reactivation ASCO26 data across bladder cancer, GBM, and NSCLC are starting to make the “one indication story” look increasingly outdated. The emerging thesis may be far bigger: 
not just oncology,
but immune restoration across multiple disease settings involving immune dysfunction. Great news for cancer patients and long-term $IBRX investors. Thank you @DrPatrick and the entire ImmunityBio team for pushing this science forward. #ASCO26 #IBRX #CancerResearch #Immunotherapy #NSCLC #GBM
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David Din, CFA
David Din, CFA@DavidDin·
$IBRX The good news keeps coming. Step for step.
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Hardik Shah
Hardik Shah@AIStockSavvy·
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $IBRX ImmunityBio Presents Economic Analysis Favoring 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 + BCG 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ ImmunityBio presented new 𝐈𝐒𝐏𝐎𝐑 𝟐𝟎𝟐𝟔 health economic analysis data. ➤ 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 + BCG showed lower costs versus 𝐓𝐀𝐑-𝟐𝟎𝟎 treatment. ➤ Study focused on 𝐁𝐂𝐆-𝐮𝐧𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐯𝐞 non-muscle-invasive bladder cancer patients. ➤ Cost savings per cystectomy avoided reached up to $𝟏𝟓𝟏,𝟒𝟑𝟖 at year two. ➤ Analysis showed savings per complete responder exceeding $𝟑𝟏𝟑,𝟕𝟕𝟓 at year one. ➤ Complete response rates were 𝟒𝟗.𝟔% for ANKTIVA versus 𝟒𝟓.𝟗% for TAR-200. ➤ Findings based on Medicare-focused 𝐜𝐨𝐬𝐭-𝐜𝐨𝐧𝐬𝐞𝐪𝐮𝐞𝐧𝐜𝐞 modeling over three years.
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Liz Wang
Liz Wang@Lizdaretodream·
$IBRX Breaking at #ASCO26: Anktiva + BCG shows 47% complete response at 12 months vs 19% for Keytruda in BCG-unresponsive bladder cancer (nearly 3x better) in matched analysis. Responses lasted ~10 months longer with a favorable safety trend. Big win for Anktiva+BCG. Big hope for bladder cancer patients. 👍👍 #IBRX #Anktiva #ASCO26 #BladderCancer
bluefinsashimi@bluefinsashimi

$IBRX #ASCO26 Update: In bladder cancer patients whose disease returned after BCG, Anktiva + BCG achieved nearly 3x higher complete response rates at 12 months compared to Keytruda (pembrolizumab) — 47% vs 19% - in a matched analysis. Responses also lasted about 10 months longer on average, with a strong safety trend. Big real-world validation for #Anktiva’s approved use in BCG-unresponsive bladder cancer. Full abstract: asco.org/abstracts-pres… #IBRX #Anktiva #BladderCancer

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Liz Wang
Liz Wang@Lizdaretodream·
$IBRX at #ASCO26: First complete response in recurrent GBM with chemo-free regimen (NAI + PD-L1 t-haNK + bev). Median OS not reached (6.75 mo f/u). No CRS/ICANS. Big hope for brain cancer. 👍👍 #BrainCancer
bluefinsashimi@bluefinsashimi

" $IBRX Breaking at #ASCO26: First complete response in recurrent GBM using a chemo-free combo of NAI + PD-L1 t-haNK + bevacizumab. Median OS not reached at 6.75 months. No CRS or ICANS. Major step forward for brain cancer patients. Full abstract: asco.org/abstracts-pres…

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franchisekriz
franchisekriz@franchisekriz·
$IBRX
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bluefinsashimi
bluefinsashimi@bluefinsashimi·
" $IBRX Breaking at #ASCO26: First complete response in recurrent GBM using a chemo-free combo of NAI + PD-L1 t-haNK + bevacizumab. Median OS not reached at 6.75 months. No CRS or ICANS. Major step forward for brain cancer patients. Full abstract: asco.org/abstracts-pres…
bluefinsashimi tweet media
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Liz Wang
Liz Wang@Lizdaretodream·
The market is still valuing $IBRX as if it only treats a tiny tiny fraction of bladder cancer patients. But the science is increasingly pointing toward something much bigger: immune restoration, NK/T-cell activation, infectious disease, severe inflammatory lung injury / ARDS, immune exhaustion, solid tumors, and potentially broader applications over time. Most people still see $IBRX as a niche bladder cancer stock. Dr. PSS appears to be building an immune-platform company. That disconnect may not last forever.
MiNK Therapeutics@MiNK_iNKT

New MiNK data presented at #ATS2026 and published in Clinical Immunology Communications showed pathogen suppression, lung immune-cell recruitment and tissue repair pathway activation following sequential agenT-797 + Anktiva® (N-803). Read more: bit.ly/47tm7bb $INKT #ARDS #iNKT

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Antonio Linares
Antonio Linares@alc2022·
$IBRX feels like $AMD in 2014
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Professor Max C
Professor Max C@ProfCMaxi·
Congratulations to @DrPatrick, the entire @ImmunityBio team, patients, advocates, and long-term $IBRX investors. After months of short-driven fear around a potential RTF, FDA has officially ACCEPTED the ANKTIVA + BCG label expansion sBLA and assigned a Jan. 6, 2027 PDUFA date. A major regulatory milestone and an important step toward expanding treatment options for patients with papillary NMIBC. Now the focus shifts to approval. Onward and upward. ir.immunitybio.com/news-releases/…
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Hardik Shah
Hardik Shah@AIStockSavvy·
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: FDA Accepts $IBRX ImmunityBio’s ANKTIVA Label Expansion Application 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ FDA accepts ImmunityBio’s 𝐬𝐮𝐩𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐁𝐋𝐀 for ANKTIVA plus BCG. ➤ Filing targets 𝐁𝐂𝐆-𝐮𝐧𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐯𝐞 bladder cancer with papillary disease. ➤ FDA assigns 𝐉𝐚𝐧. 𝟔, 𝟐𝟎𝟐𝟕 target action date. ➤ Expansion seeks inclusion of patients without 𝐜𝐚𝐫𝐜𝐢𝐧𝐨𝐦𝐚 𝐢𝐧 𝐬𝐢𝐭𝐮. ➤ QUILT 3.032 trial showed 𝟓𝟖.𝟐% 12-month disease-free survival rate. ➤ Approximately 𝟖𝟓% of NMIBC patients present with 𝐩𝐚𝐩𝐢𝐥𝐥𝐚𝐫𝐲 𝐝𝐢𝐬𝐞𝐚𝐬𝐞. ➤ Safety profile remained consistent with 𝐁𝐂𝐆 𝐚𝐥𝐨𝐧𝐞, company says
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Dr. Pat Soon-Shiong
Dr. Pat Soon-Shiong@DrPatrick·
It’s been quite a day. News coming soon re our sBLA response from FDA. Stay tuned.
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Professor Max C
Professor Max C@ProfCMaxi·
Very interesting signal for $IBRX from the FDA bladder cancer workshop. Thought leaders repeatedly emphasized: • Papillary + CIS are biologically linked • CIS is frequently missed in practice • Doctors already treat papillary-only patients with CIS-approved therapies off-label Most encouraging moment: FDA asking whether high-grade BCG-unresponsive NMIBC should be viewed as one disease entity rather than compartmentalized indications. Hard not to see the relevance to ANKTIVA’s pending sBLA.
Dr. Pat Soon-Shiong@DrPatrick

Yesterday was an important day for FDA to hear from physicians treating patients with bladder cancer and with papillary disease without CIS and listening to the real-world evidence of the struggle (and that is the word the clinicians in the panel discussion used) that faces clinicians addressing patients with bladder cancer. The BCG shortage has such incredible implications and even ethical implications in which the doctors reveal that while they feel an ethical dilemma in order for patients to receive access to BCG, they have to force the patient into a clinical trial. Today, I will address the issue of Panel 1 (Is CIS and Papillary the same disease and how do we treat it in the real-world?) and my takeaway and tomorrow of Panel 2 (BCG Shortage and how it affects America today after 14-years of shortage). The Key Takeaways from Panel 1 (I will also add further details in a future Article on my X): Here we go of what I learned from listening to the panel of thought leaders in the field and I sat in the audience quietly taking notes. The feedback and conclusions I understood that were made by these thought leaders and shared with the FDA are as follows that: 1. Papillary disease and CIS disease are the SAME DISEASE – this was the core of the discussion since it affects how patients are treated in the real-world. 2. This conclusion came from TWO relevant findings 1. The biological basis of the disease and 2. The real-world diagnosis of papillary disease alone and once such a diagnosis is made, the real-world treatment that urologists apply. These conclusions and statements made by the panelists were of great significance to educating the FDA and more importantly on behalf of a patient diagnosed with papillary disease since it affects the decision of how patients with papillary disease alone are treated today in the real-world and not some hypothetical approach to making therapies available. 3. One basis for the conclusion that the panelists made that papillary disease and CIS disease is the same was based on the BIOLOGY of the origin of CIS and papillary cancer in the bladder: that papillary and CIS cancer arise from the SAME CANCER GENERATING CLONE, and that CIS (flat) is just a different phenotypic evolution into papillary (the raised form and grape like). In fact, there was some statements that perhaps papillary is just a further growth which starts from CIS which has not been recognized or missed before. 4. The second and REAL WORLD BASIS OF HOW UROLOGISTS IN THE REAL-WORLD make a diagnosis that CIS is present was highly revealing to even to some of the panelists in the audience, as well as to the FDA: that in the real-world only ~6% percent of urologists use a type of light (blue) that helps identifying CIS even if CIS was present with the papillary disease and in most cases the presence of CIS is missed during the initial cystoscopy. 5. But, the most revealing statement made by the clinicians in the panel were when a diagnosis of papillary alone is made, CIS actually probably exists we just don’t see it (and in some cases, the panelists went on to say, once we have diagnosed high-grade papillary, we don’t bother to look for CIS since the decision of how to treat the patient with papillary disease alone IS THE SAME as if the patient had CIS and the presence of CIS was irrelevant to the panelist treatment decision)...  this is worthy repeating... that the treatment in the decision making of the clinicians that once they find high-grade papillary alone, they go on to TREAT NO DIFFERENTLY THAN WITH CIS AND PAPILLARY in high-grade BCG unresponsive non-muscle invasive bladder cancer! But here is the rub: THE FDA has not approved any therapy for papillary disease alone since they insist on doing a randomized trial (which some of the panelists state may take hundreds of patients and many years… and furthermore what would be the control to compare to since nothing in the treatment of papillary disease alone is approved??? The FDA wants to consider CHEMO as the control and even named a project during the panel discussion to advance more chemo! (yet we NOW KNOW based on the FDAs own recent approval for chemo on behalf of a large pharma, in BCG unresponsive non-muscle invasive bladder cancer in CIS and papillary that chemo (gemcitabine) results in a 1.2% percent fatality and a 24% percent lymphopenia in patients with bladder cancer receiving chemotherapy and worse we also now know in peer reviewed scientific articles that lymphopenia results in more rapid progression to muscle invasive disease (the whole point of what we are trying to prevent) and early mortality! We did not have this information years ago. But we do have the information today. In fact, in 2026 NCCN panelists consisting of ~30 thought leaders treating patients with bladder cancer from NCI comprehensive cancer centers voted that a chemo free, immunotherapy with BCG and an IL-15 superagonist is a viable treatment for BCG unresponsive non-muscle invasive bladder cancer of patients with papillary disease alone, based on the data published in peer review journal and sitting in the hands of FDA for review as a supplemental approval for the already approved indication of BCG unresponsive non-muscle invasive bladder cancer with CIS and papillary. This already approved indication is important to note when you hear what the panelists in the real-world do when faced with a patient with papillary disease alone. This treatment decision is made in the real-world by clinicians, and was revealed to the FDA at this workshop as follows: • This reveal by the clinicians in the real-world to the FDA is THE MOST TELLING. When asked by the FDA of the panel, what do these clinicians do when they find a patient with papillary disease alone they state: "WE USE AS ON OFF-LABEL TREATMENT THE THERAPIES THE FDA HAS ALRADY APPROVED FOR CIS AND PAPILLARY SINCE THE FDA HAS NEVER APPROVED ANYTHING FOR PAPILLARY ALONE!!" Boom!!! That is the real-world and I hope the reviewers heard this loud and clear. So what was not said on behalf of the patients and the doctors in that meeting to the FDA was “Why should both the doctor and patient have to go through the pain of arguing with their insurance companies to be allowed to use the non-FDA approved drug (but in essence already approved) in an off-label setting??” • This treatment decision by the panelists of trying everything to spare the patients from losing their bladder was consistent amongst them. Ironically the day before the panelist meeting, I had a podcast interview with one of the most respected bladder specialists, Dr. Ashish Kamat, who was instrumental in developing guidelines for FDA in 2016 as to how to manage and design clinical trials for patients with BCG unresponsive bladder cancer and the co-editor with Dr. Peter Black on the book entitled, “Bladder Cancer, A Practical Guide”, Dr. Kamat volunteered during our taped conversation together that he too treats high-grade PAPILLARY DISEASE THE SAME WHETHER IT IS PAPILLARY ALONE OR PAPILLARY WITH CIS!... especially since most miss the CIS component even if it is there! So that was my takeaway and the rationale  we have been  making with FDA for years now. Please listen to the workshop meeting that the FDA recorded and see what you think. Our sBLA is in the hands of the FDA now. I truly hope they listen to the real-world pleas of both the thought leader panelists they convened as well as the interests of the patients suffering from bladder cancer and looking for any way in which the patients could avoid the high morbidity and life changing event of having their bladder removed. Any treatment that could avoid a loss of an organ should be made available to Americans as rapidly as possible. Cancer is a war against time. The most encouraging statement I heard from the FDA was a question near the end of the session to the panelists that, “should high-grade non-muscle invasive bladder cancer be considered a single unit of identification for the indication?”. I took that to mean that finally the reviewers understood that currently approved treatment for NMIBC was the treatment of the biology (high-grade non-responsive to BCG, non-muscle invasive bladder cancer) and not the indication as currently limited to the treatment of a compartmentalized anatomy of whether the patient had CIS alone, or CIS with papillary, or papillary alone. In fact, this question posed by the FDA reviewers to the panelists was exactly the right question and my answer (even though I was not invited to participate) is absolutely yes – that the indication for the treatment of non-muscle invasive bladder cancer that is non-responsive to BCG should be “for the treatment of BCG exposed high-grade non-muscle invasive bladder cancer”. This is the real-world. By the way, I think the FDA may have been surprised by the statement of the panelists that in the real-world, there is no such thing as a clinical diagnosis of BCG unresponsive disease and in fact clinicians go through contortions of 5+2 BCG treatment just to accommodate this artificial non-clinical terminology. BCG exposed and non-responsiveness is the real-world. Next, I will present more details based on peer reviewed scientific evidence in the Articles section of X on panel 1 and will address panel 2 (BCG shortage on how it affects Americans).

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Miles Jane
Miles Jane@KelseyHard10948·
$IBRX , the ASCO 2026 embargo lifts Thursday, May 21, at 5:00 PM ET. This is the critical catalyst to prove Anktiva is a global solid-tumor platform: Lung (QUILT-3.055): Watch for updated Median Overall Survival in NSCLC. Sustaining or exceeding the 21.1-month baseline triggers an immediate commercial re-rating. GBM (QUILT-3.078): Updates on Anktiva + haNK crossing the blood-brain barrier. Survival past 15 months in recurrent glioblastoma cements neuro-oncology leadership. HPV (IBRX-042): Look for "Total Viral Clearance" and CR rates. Reversing viral malignancies is a key focus for the newly restructured FDA leadership. Breast (QUILT-3.064): Focus on t-haNK combos targeting metastatic "Brachyury" in Triple-Negative Breast Cancer. This four-pillar data drop represents the transition of ImmunityBio from a localized urology play to a diversified oncology giant.
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Hardik Shah
Hardik Shah@AIStockSavvy·
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $IBRX ImmunityBio Reports Favorable Bladder Cancer Data at 𝐀𝐔𝐀 𝟐𝟎𝟐𝟔 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐀𝐍𝐊𝐓𝐈𝐕𝐀® + BCG showed stronger complete response outcomes versus competitors. ➤ NAI+BCG patients were 𝟐× more likely to achieve complete response versus nadofaragene. ➤ Median complete response duration reached 𝟐𝟐.𝟏 months versus 𝟗.𝟕 months. ➤ NAI+BCG reduced 𝐜𝐲𝐬𝐭𝐞𝐜𝐭𝐨𝐦𝐲 risk by 𝟔𝟎% versus nadofaragene. ➤ Compared with TAR-200, NAI+BCG showed numerically higher 𝟏𝟐-𝐦𝐨𝐧𝐭𝐡 CR rates. ➤ NAI+BCG demonstrated significantly fewer 𝐭𝐫𝐞𝐚𝐭𝐦𝐞𝐧𝐭-𝐫𝐞𝐥𝐚𝐭𝐞𝐝 adverse events than TAR-200. ➤ Data presented at 𝐀𝐔𝐀 𝟐𝟎𝟐𝟔 for BCG-unresponsive bladder cancer patients.
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Liz Wang
Liz Wang@Lizdaretodream·
The post details the ongoing US BCG shortage since 2012, controlled by Merck, which prevents patients with recurrent bladder cancer from accessing full FDA-approved $IBRX ANKTIVA therapy that requires BCG pairing, despite BCG being a decades-old immunotherapy standard. ImmunityBio announced exclusive US rights to Japan’s Tokyo-172 BCG strain on May 16, 2026, supported by NCI-funded SWOG S1602 Phase 3 trial data showing non-inferior high-grade recurrence-free survival (64% vs 58% at 5 years) to the approved strain. The deal removes a key supply barrier for ANKTIVA’s current use and planned first-line expansion, though FDA filing, data agreements, and approval remain pending steps.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ Hopefully FDA will release the chokehold and let thousands of patients get access to the much needed BCG new strain. @SecKennedy @SenRonJohnson
Dr. Pat Soon-Shiong@DrPatrick

Nicely summarized

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Hardik Shah
Hardik Shah@AIStockSavvy·
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $IBRX ImmunityBio Secures U.S. Patents for 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 + 𝐁𝐂𝐆 Through 𝟐𝟎𝟑𝟓 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ ImmunityBio receives 𝟓 issued U.S. patents covering 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 + 𝐁𝐂𝐆 therapies. ➤ Patent protection extends through at least 𝟐𝟎𝟑𝟓. ➤ Claims cover 𝐍𝐌𝐈𝐁𝐂 treatment methods, dosing regimens, and commercial kits. ➤ Portfolio protects approved 𝐀𝐍𝐊𝐓𝐈𝐕𝐀 plus BCG intravesical therapy platform. ➤ Supports ongoing 𝐐𝐔𝐈𝐋𝐓-𝟐.𝟎𝟎𝟓 registrational trial in bladder cancer. ➤ Patents align with exclusive U.S. 𝐓𝐨𝐤𝐲𝐨-𝟏𝟕𝟐 𝐁𝐂𝐆 supply agreement. ➤ ImmunityBio says portfolio strengthens long-term 𝐛𝐥𝐚𝐝𝐝𝐞𝐫 𝐜𝐚𝐧𝐜𝐞𝐫 franchise positioning.
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