Florida321

12 posts

Florida321

Florida321

@Florida0range

Katılım Nisan 2022
22 Takip Edilen1 Takipçiler
Freedom
Freedom@ActionFixesFear·
$IBRX Yesterday morning in Athens, @DrPatrick posted a selfie. Acropolis in the background. Light blue shirt, blue tie. One sentence: "In the land of Hippocrates the Father of Modern Medicine..do no harm." Eleven hours later, the Wall Street Journal reported that President Trump was planning to fire FDA Commissioner Marty Makary. The harm had already been done. THE FRIEND On May 6, 2025 - just over one year ago - Marty Makary appointed his longtime podcast friend Vinay Prasad to direct CBER, the FDA division that regulates ANKTIVA. The friendship was documented across at least eighteen pre-FDA podcast episodes spanning 2019 to 2024. They were on each other's shows. They wrote together. They built audience together. On May 6, 2025, the friendship became regulation. THE NINE YEARS Vinay Prasad has spent nine years publicly attacking Patrick Soon-Shiong. In 2017, in a STAT News investigation, Prasad called Soon-Shiong's NK cell trial findings "miniscule and vague." In 2021, in JAMA Oncology, Prasad co-authored a paper attacking the FDA's accelerated approval pathway for BCG-unresponsive bladder cancer - the same pathway ANKTIVA used three years later. In October 2024, on YouTube, Prasad called Abraxane "a me too drug" and said of Soon-Shiong: "that's how he got his money." In late October 2024, on the VPZD Show podcast, Prasad and his co-host called Soon-Shiong "a snake oil salesman." In November 2024, six months before being named to replace him at CBER, Prasad attacked the outgoing CBER director Peter Marks in profanity-laden language on the Sensible Medicine podcast. In December 2024, four months before his own appointment, Prasad publicly slipped: "Hopefully it gets fixed because my friend Marty Macri is gonna be the new commissioner. So that's good news for me. No, it's good news for Marty. It's good news for all of us." The friendship was on tape. The hostility was on tape. Both went on tape together. Marty Makary heard them. And then he hired Vinay Prasad. THE FIRE AND THE REHIRE In July 2025, two months into Prasad's CBER tenure, HHS fired him. Weeks later, Marty Makary insisted he come back. Prasad came back. The man who had publicly called the founder of ANKTIVA a snake oil salesman, attacked the regulatory pathway that approved ANKTIVA, and counted on a friendship with the new FDA Commissioner for personal advantage was placed back in charge of regulating ANKTIVA, after his employer had already fired him once. That is the harm. THE COST During Prasad's tenure under Makary's protection: The papillary expansion sBLA was refused-to-file in May 2025. The OPDP issued a warning letter to ImmunityBio in March 2026 over a television advertisement that never aired and a podcast interview. Three lawsuits were filed against ImmunityBio in March and April 2026 referencing that warning letter, naming the company and Patrick Soon-Shiong personally as defendants. The patients waiting for ANKTIVA in indications it has not yet been approved for, in the country where the drug was discovered and approved, did not get it. In 34 other countries, they did. THE FRAME Marty Makary trained as a doctor. The founding ethic of his profession is two thousand four hundred years old: first, do no harm. He hired the man who had spent years attacking the founder of the only FDA-approved IL-15 superagonist. His employer fired the man two months later. Marty Makary brought him back. The full investigation, with every receipt, is here: x.com/ActionFixesFea… DO NO HARM Yesterday morning, Patrick Soon-Shiong posted from Athens. Eleven hours later, Marty Makary was reportedly being fired. Vinay Prasad is already gone. Patrick Soon-Shiong is still posting. Do no harm.
Freedom tweet media
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Florida321
Florida321@Florida0range·
@Sandiithiko @PepInvestStocks …it’s trying to help the immune system make those treatments work better. Designed to synergize with checkpoint inhibitors / BCG / chemoGoal = convert non-responders into responders -Improve durability of response
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Sandiṭṭhiko
Sandiṭṭhiko@Sandiithiko·
@PepInvestStocks If this Anktiva has only 50% curing rate, it would be approved everywhere and for many types of cancer. The problem is that Anktiva has so high curing rate. If get approved, other cancer drugs from other big pharma will lose market overnight. The big pharma will not let it happen
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Pep Invest
Pep Invest@PepInvestStocks·
$IBRX – My thought process on why this is the most asymmetrical biotech moonshot I’ve seen in years 🔥 ImmunityBio already has a commercial-stage IL-15 superagonist printing real revenue (113M net in 2025, +700% YoY, Q4 alone +431%). It’s not a binary Phase 3 gamble - it’s a vertically integrated platform play with founder skin-in-the-game at 63% ownership. Hyper-bull 2030 market cap? I’m calling 50–100B (6 - 12x from here) if label expansions and global rollouts hit. This isn’t hopium; the math and the moat are stupid. Quick breakdown why Anktiva is actually different: First & only approved IL-15 superagonist (FDA Apr 2024 for BCG-unresponsive NMIBC). Hits BOTH innate (NK cells) + adaptive (T-cells + memory) arms at once. Fixes lymphopenia on top - that alone is a multi-billion TAM outside oncology. Already approved in 33 countries (US, UK, EU conditional, Saudi, Macau + more). NCCN guidelines expanded. BCG shortage in the US is literally accelerating scripts. Repeat prescriptions are flying. Pipeline isn’t vaporware: papillary-only filing imminent (multiplies addressable patients), BCG-naïve BLA coming, plus NSCLC, GBM, pancreatic, lymphoma, CAR-NK combos, 30+ trials across 10 tumor types. This is the “Immuno-OS” backbone. Why this stock is structurally superior to 99% of biotechs ✍️ Real commercial traction + exponential unit growth (750% YoY). Most names are still burning cash with zero revenue. Vertically integrated manufacturing (own Anktiva + cryopreserved NK cells at scale). No Big Pharma dependency. @DrPatrick billionaire founder owns 63%. This is NOT management dumping options - it’s aligned as hell. Chemo-free, outpatient, durable responses. Exactly what payers and oncologists want. Compare to Keytruda-scale markets. Valuation hyper-bull case to 2030 📈 Peak sales on Anktiva alone: 1–5B+ easily once naïve + papillary + NSCLC + lymphopenia hit. Immunotherapy market heading to ~277B by 2032. Mature biotech with blockbusters = 10 – 15x sales multiple + positive FCF by 2028/29. 50 – 100B market cap realistic. That’s $50 - 100/share at current structure. Analysts already throwing 13 - 23 PT short-term; this is the long-term extension. Risks? Obviously dilution possible, still some cash burn, execution risk on expansions. But the downside feels capped vs. the rerating potential when the next label drops and global revenue scales. This is the rare biotech that already crossed the commercial chasm and now just has to execute label expansion + international. Founder alignment + platform moat = the exact setup I hunt for. Positioned accordingly. Not advice - just sharing the thesis the same way I always do. Happy to discuss if you’ve got counter points or your own sizing. Let’s see if this becomes the next legendary rerate.
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Florida321
Florida321@Florida0range·
@Sandiithiko @PepInvestStocks $IBRX IBRX’s “integrate, don’t disrupt” strategy = higher probability of adoption. -Doesn’t threaten existing drugs,easier adoption -Could be used across many cancers,Scales with current treatment systems ImmunityBio isn’t trying to replace cancer treatments—
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Florida321
Florida321@Florida0range·
@Clarus_Thera Assuming you have some big announcement to make to counterbalance the enormous losses your shareholders incurred from the $1 offering?
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Florida321 retweetledi
SHIB WOOF!
SHIB WOOF!@ShibInfo·
Good Morning $SHIB Retweet for a positive chart today!! 🚀
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SHIB WOOF!
SHIB WOOF!@ShibInfo·
$SHIB + Robinhood = BOOOM! 💥🚀✨
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SHIB WOOF!
SHIB WOOF!@ShibInfo·
💥 BREAKING: Robinhood has finally listed $SHIB on thier app!
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Florida321
Florida321@Florida0range·
@Shibtoken wow - Shiba Inu started 2021 with a price of $0.000000000119. It hit a peak that year of $0.00008845. Comparing such small #s is tricky, the price had risen more than 74,000,000% in October 2021. It then suffered a major downturn, with the value dropping by more than 75%.
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Shib
Shib@Shibtoken·
We are happy to welcome you to SHIB : The Metaverse. An immersive experience that is positioned to become a massive environment for the #ShibArmy to grow, share, and benefit together. blog.shibaswap.com/shib-the-metav…
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Carmine Pirone
Carmine Pirone@CarminePirone·
$SBFM from Monday Open to Friday Close last week went up over 260%! This week will be a repeat! Many sellers made mistakes last Friday because of misread information. Learn from your mistakes. @SunshineBio1 @BrettRosen325 @deborahrachelb
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Florida321
Florida321@Florida0range·
@SunshineBio1 An additional formal press release regarding the "mixup" that drove your stock value down by half would be very much appreciated by your loyal investors.
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