Mindreader Biotech

Checkpoint blockade removes the PD-1 brake on CD8 T cells. But brake release ≠ engine restoration. Exhausted T cells need metabolic support and persistence signals (think IL-15 biology). The Anktiva. The next wave in oncology isn’t stronger chemo. It’s immune system architecture. @DrPatrick @elonmusk @ImmunityBio @Biotech2k1 @_Biotech_iQ #Immunology #Sciencecommunication #Oncology #biotech #CancerResearch $IBRX #StocksInFocus

$CABA is up ~37% today and it’s pulling attention back to one of the most powerful platforms in biotech: CAR-T. At its core, CAR-T is immunology engineered: Take a patient’s T cells → genetically modify them to express a chimeric antigen receptor (CAR) → reinfuse them so they can precisely recognize and eliminate target cells. These engineered T cells: • bind specific antigens (like CD19) • expand rapidly in the body • and drive targeted cell killing That’s why CAR-T has already transformed blood cancers. But what’s driving Cabaletta Bio ($CABA) is the next evolution of that idea. Instead of targeting cancer, they’re targeting autoreactive B cells in autoimmune diseases using CD19 CAR-T aiming for an immune system reset, not chronic suppression. We actually highlighted @CabalettaBio on Mindreaderbio and added it to our portfolio early sharing our thesis here: mindreaderbio.tech/articles

I hope you’re right.To see the support from mainstream melanoma oncologists not even considered is a bridge too far for me.I was highly supportive of the apparent ideals of the new administration but I wasn’t aware that Prasad had such ridiculous ideas and that Makary would be so ill informed on the REPL issue.

charts don't work when the FDA cold shoulders an existential drug for a start up with 12 months cash. $REPL will get the approval IMO. RFK Jr distanced himself from FDA's decision. I believe it is a matter of time this gets approved under public pressure. Same as what happened in Feb to Moderna. Makary almost got fired and he reversed that decision.

$REPL What a difference a month makes.Carter Worth calling a biotech reversal upside breakout and calling biotech a safe place to hide to the collapse of biotech.You really wonder if these guys have any clue.The shaft of REPL and the exposure of the conduct of the FDA has shaken investor confidence.The WSJ editorial and the ridiculous know nothing congressional responses of Makary and Kennedy have really unsettled biotech.The Chinese are probably having a good laugh at this fiasco.

$IBRX is down today, but the biology behind NK cell therapy is still the same and still compelling. What’s happening here is NK cell–mediated serial killing. NK cells don’t need prior activation. They continuously scan, recognize abnormal tumor cells, and form an immunological synapse. Then the mechanism is very direct: • Perforin creates pores in the target cell membrane • Granzymes enter and trigger apoptosis One target is cleared, and the NK cell moves on repeating the process.Tumors adapt by reducing immune visibility, sending inhibitory signals, and building resistance to cell death. That’s why current approaches in this space focus on improving persistence and function like CAR-NK engineering and checkpoint modulation so this killing cycle can continue longer and more effectively in the tumor microenvironment. Short-term stock fluctuations aside, the underlying question is unchanged: can we make this natural system more efficient and durable in patients? credits: Backes et al., Journal of Biological Chemistry (2018), tomasgryzwa #immunitybio #medicine #immunology #sciencecommunication @bullishbruk @DrPatrick @LoriMills4CA42

You’re looking at a densely packed molecular system operating far from equilibrium. What stands out immediately isn’t structure it’s crowding. Macromolecules occupy a significant fraction of intracellular volume. Diffusion here isn’t free; it’s constrained, biased, and constantly interrupted by transient interactions. Every protein you see is not static. It’s sampling conformations, binding partners, and post-translational states in real time. Complexes assemble and disassemble on the scale of seconds. Nothing is permanent only probabilistic. Look closer at the membranes. They aren’t barriers; they’re reaction platforms. Lipids, receptors, and scaffolding proteins create microdomains where signaling is localized and amplified. A receptor isn’t just “on” or “off” its output depends on spatial organization, clustering, and timing. Now think about signaling in this environment. Pathways we draw as clean arrows are, in reality, overlapping networks competing for the same molecular pools. Kinases, phosphatases, second messengers all operating simultaneously, often on shared substrates. And then there’s the immune layer. Antigen processing, peptide loading, receptor scanning these are not linear steps. They’re occurring within this exact crowded context, where binding affinities compete with diffusion limits and molecular noise. This is why translating biology is hard. Because inside the cell, nothing acts alone and nothing behaves exactly the same way twice.

Compass Therapeutics $CMPX is getting market attention today, but the move looks more like a “show me more” reaction than a loss of confidence. The headline 17.1% ORR for tovecimig + paclitaxel in BTC is encouraging, but investors are clearly waiting on mature PFS/OS and durability data before fully pricing in the story. In biotech, a response signal can get the stock moving survival data is what usually decides whether the move sticks. #immunology #Investing #BiotechStocks @compassbio

Biotech doesn’t reward hype. It rewards data. $ORKA Oruka Therapeutics just reported Phase 2a EVERLAST-A results that explain the +21% move. They’re not just building another psoriasis drug. They’re attempting to improve on an already validated IL-23 pathway by extending duration of effect and potentially reducing dosing burden two of the biggest real-world limitations in chronic biologic therapy. → 40/63 patients achieved PASI 100 (complete skin clearance) → Target: IL-23p19 monoclonal antibody → Designed with extended half-life for longer durability → Well-tolerated safety profile across cohorts #Biotech #Immunology #DrugDevelopment #psoriasis #ORKA

The Cambrian explosion gave us NK cells. Modern immunology gave us ANKTIVA. What @DrPatrick built at $IBRX is the rare case where the science and the conviction align 450M years of immune architecture, now finally being harnessed clinically. This is exactly the molecule I watch closely. Not because of hype. Because of biology. 🧬 #NKcells #Oncology #IBRX

Everyone should listen to this. An intelligent mind created the universe and life. God created not only life but the NK cell by the Cambrian Age when new forms of life leading to mankind evolved in an explosion of biology so that our exquisite mammalian forms of life could survive. 450 million years ago an intelligent design for NK cells to exist and 50 million years ago in evolving single chain antibodies... all to protect form cancer and infection. The fine tuning of life at 10 to the 90th power... everything is balanced in order for us to have life!!! As I said, NK cells was an invention of God... we need to finally acknowledge this cells value to humanity. Science matters. Stephen Meyer, John Lennox, and James Tour: Three Scientists on the Origins of Everything youtube.com/watch?v=JW9gcj…

$REPL Time for Dr Mackary to go back to surgery and find someone who understands the subtleties of running the world’s most important adjudicator of medication approvals.(for now)He has a very impressive bio but I think he wrote it himself.If the Trump administration had a goal of strengthening the world competitiveness of US biotechs Vinay,Makary and Kennedy are not part of the secret sauce.Very disappointing.

$PGEN Liking this stock a lot here.New drug selling well.Ongoing studies for cervical cancer.Positive results would light a fire under this issue.

$CLYM keep your eyes on CLYM.Analysts love it.Great science hitting new52 week highs.Going much higher.

$REPL Great to see WSJ editorial board go after FDA over Replimune decision.What’s the matter with these people.Ignore every expert.Lose lives and undermine the financing of the biotech industry.Kennedy makes some stupid statement about theFDA Replimune protests being related to industry influence.He sounds like some anti business liberal.Perhaps he should check the facts.Makary what a disappointment ,time to go back to surgery.

Wrapped up Immunology 2026, and the biggest takeaway is how rapidly immunology is moving from breakthrough science to real-world impact. Over the past several days, it has been energizing to hear directly from researchers, biotech leaders, and collaborators from around the world who are advancing the field across immune regulation, tissue-specific responses, autoimmunity, inflammatory pathways, and translational strategies that are getting closer to clinical relevance. The breadth of innovation has been impressive, but what stood out most was the speed at which discoveries are being translated into therapies with meaningful patient potential. A recurring theme throughout the conference has been the power of academia–industry collaboration. The most exciting progress is happening where deep biological insight meets translational execution, creating a clear path from early discovery to clinical application. I am struck by both the momentum and the optimism in the field. The science is sophisticated, the partnerships are strong, and the future of immunology feels closer than ever. #immunology #autoimmunity #lifesciences #biotech #translationalresearch #precisionMedicine

Saw that bastion of common sense on CNBC this morning Dr Gottlieb and the discussion was on the unreliability of the FDA with the main example $REPL If Makary and Kennedy can’t get control of this situation they should be fired promptly.What a fiasco.Why can’t Trump bring Gottlieb back?

I have invested in Dr. Patrick's firms since 2018. He is a genius. A family member had stage 4 cancer. The Chemo was killing her. We decided to abandon the Oncologist and follow the regimen of "How to starve Cancer." She is now in remission 5 years, tumor free. The success rate of Chemo is about 2.7%, the same as 60 years ago. It has killed millions of people. The FDA must approve Anktiva from Dr. Pat for ALL CANCERS. It is ridiculous to say that one cancer is totally different than another. The problem is that the P53 gene that kills cancer is deactivated by cancer. Anktiva "reactivates" the P53 gene. The IL-15 is instrumental.

$REPL Sad day .I heard the comments from Kennedy on Dr Makary being all in on the CRL for REPL.One of my investment theses had been a new era of rationality being ushered into the fed by the new administration.Kennedy rationalized the outrage over REPL due to industry pressure and influence.Unfortunately a man who understands nothing.Doing controlled studies on REPL situations is unethical and inhumane.So disappointing that all the people who really understood the reality of the situation were ignored.Frightening leadership.

$IBRX if one was a conspiracy theorist one could look at the FDA approach to Immunity Bio and Replimune and see two similarities.Both companies are small biotechs that have kept 100% control of their molecules and both are possible platform drugs with potential wide application.

$REPL I guess this fiasco has hit me harder as I just lost a close friend who was devoured by unresponsive melanoma and every patient I’ve seen has been quickly overwhelmed by unresponsive melanoma.I really wish my friend could have tried this medication.He had so much to live for.I really think Dr Makary should address this CRL.Special committee,no consultation with supportive oncologists who begged the FDA to reconsider.