gwiggins

@MarioNawfal It's almost unprecedented that a tiny client state with only 9 million people and no natural resources has totally influenced a world power to make moves that are totally against it's self interest and primarily in the interest of the tiny client state.

🇮🇱🇺🇸CNN reports Israel is worried Trump will make a "bad deal" with Iran. But the most revealing line comes from a senior Israeli official: "We will be happy if there will be no deal. We will be happy if the siege on Hormuz continues. And we will be happy if Iran gets a few more strikes." Read that carefully... A senior Israeli official just admitted on the record that Israel prefers no peace deal, a continued global economic crisis, and more bombing over any agreement that leaves Iran partially intact. $29 billion spent. Gas at $4.39. Inflation at 3.8%. And America's closest ally is publicly saying they'd be "happy" if it all continues because the deal might not be good enough for them. They don't want the war to end on any terms that don't result in Iran's total destruction. American lives, American money, American economic pain, all acceptable costs as long as Israel gets what it wants.

@MarioNawfal Yep and AIPAC totally supports this as well.

@Scaramucci Makes lots of sense. Thanks for the insight

Trump is not Xi, he's not Putin, he's not Stalin. He doesn't have the patience, the energy, or the organizational discipline to build a true infrastructure of authoritarianism. And he's up against a system that's worked for 250 years and isn't going down without a fight. So here's my prediction: by the end of 2028 he becomes largely irrelevant. -He'll make billions of $$$. -He'll pardon himself. -He'll pardon the family, pardon everyone in his orbit who's been doing the insider trading, the meme coins, the crypto nonsense, the corruption. The one scenario that changes everything is if he dies in office. God forbid — I'm not wishing that on anyone. But if Vance takes over and eventually gets ousted, the family is in serious trouble. You can't hide multi-billion dollar corruption without a sitting president to issue the pardons. That's the whole architecture of the exit strategy and I think he's thought about it more carefully than people realize.

@adamfeuerstein @DrPatrick There is definitely a fuzzy line there that makes me uncomfortable

The cult of $IBRX, purpose built by @DrPatrick through social media and podcasts. His followers aren’t getting a cancer cure, but they have boosted his paper wealth by billions.

@txgermanbre Thank you. These billionaires now own 32% of all wealth in the US. If we don’t find a way to tax the super rich they will continue to hoard wealth and amass power - while destroying the futures of our children and grandchildren. A good place to start is a serious inheritance tax.

“Billionaires already pay more taxes than you ever will” is one of the most financially illiterate arguments on this app because it confuses nominal dollars with effective burden. A billionaire paying $500M in taxes sounds enormous until you remember they gained $20B in asset value while doing it. The relevant metric is percentage, not raw dollars. A teacher paying 22% of a $60k salary is carrying a heavier proportional burden than someone paying 8% while their wealth compounds tax-deferred through stock appreciation. And this “their money was already taxed” line is mostly fiction at billionaire scale. Middle-class wealth is usually income that got taxed, then saved. Billionaire wealth is overwhelmingly unrealized appreciation. Tesla stock going vertical did not mean Elon “earned” $100B in taxable salary. The shares appreciated. Under current law, that appreciation can sit untaxed for decades, get borrowed against for liquidity, then receive stepped-up basis treatment at death that can erase the embedded gains entirely. That is not “double taxation.” In many cases it is functionally zero taxation on the primary mechanism of wealth accumulation. People also weirdly talk about billionaires like they emerged from the forest carrying capitalism on their backs with no public inputs involved. Their companies rely on: public roads public courts public contract enforcement public utilities public universities public research grants public internet infrastructure public IP law public military-protected trade routes public education systems producing labor The modern corporation is not built in isolation. It operates inside an enormous state-supported framework. And no, asking whether someone should contribute proportionally to maintaining the system that enabled $100B fortunes is not “greed.” That framing is emotional theater designed to avoid discussing the actual structure of tax law. The real debate is simple: Should labor income be taxed continuously while massive asset appreciation can compound largely untouched for generations? That’s the argument. Everything else is distraction.

@Lancepantsalot @DrPatrick @PrimeministerGR @AdonisGeorgiadi @LoriMills4CA42 He is too focused on building his ballroom or trying to get out of the box the Iranians and Israel have put him into.

@DrPatrick @PrimeministerGR @AdonisGeorgiadi @LoriMills4CA42 When is Trump gonna do something? Bad look the world is progressing with an American company while nothing is being here. We really need Trump to come through for us now.

Amazing visit to Greece where I met with the Prime Minister @PrimeministerGR, the Minister of Health @AdonisGeorgiadi and also received a wonderful blessing from His All-Holiness Ecumenical Patriarch Bartholomew I. NK cells are God's gift to humanity and Greece has embraced this for their people. Global expansion continues.

@DrPatrick @PrimeministerGR @AdonisGeorgiadi Global expansion for what diseases? Is this bladder or something else? Thank you.

@AnastasiaforKam @RonDeSantis Exactly! They all deserve the Darwin award.

@RonDeSantis Eat your horse paste. Drink raw milk. Don't get vaccinated. And keep your asses out of the ERs and clinics when you're sick. Stay home and pray about it. If you die remember it's God's will. No need to bother actual science. Hopefully your freedom of choice will clear y'all out.

The ivermectin bill was passed by Republicans in the Florida Senate but then killed by Republicans in the Florida House. I was ready to sign it.

@MarioNawfal CIA reports that Iran maintains huge numbers of ballistic missiles and drones. And that they can last for months economically even under this blockade. They clearly feel they can outlast American political will. wapo.st/4u52grO

🇮🇷🇺🇸 Per Politico, a senior Gulf Arab official cut through the diplomatic theater with one of the most accurate assessments of the entire war: "Trump badly wants the war to end, but the Iranians are so far refusing to give him what he needs to save face and leave. And he does not seem to understand that they need to save face, too." This is the central deadlock that keeps every framework from closing. Both sides want out. Both sides need a politically defensible exit. Neither side fully grasps what the other needs to claim a win at home. For Trump, the win is about ending the war as the dealmaker who stopped Iran's nuclear program. For Iran, the win is about surviving the war as the regional power that withstood American military force. Both sides are right. Both sides have legitimate face-saving requirements.

@GregSlominski @MarioNawfal CIA says that Iran maintains huge numbers of ballistic missiles and drones that can be manufactured anywhere and that their economy is nowhere close to collapsing. So don’t believe the constant exaggerations and propaganda coming from Trump. wapo.st/4u52grO

@MarioNawfal That's the dumbest thing I've ever heard. Trump has 100% clear on success objectives since day 1. No nuclear program. His exit will be when that is accomplished.

@ActionFixesFear Are you a doctor or PhD in medical research? What is your medical background? Thanks

$IBRX Somewhere in a clinic today, a 60-year-old and a 70-year-old are getting routine bloodwork. Both will get the same lab values back. One of them will be dead in ten years. The other will not. The difference is not their age. It is their immune system. That sentence is not opinion. It is a finding from a 31,178-patient study published in JAMA Network Open in 2019. Patrick Soon-Shiong cited the paper yesterday. He led with the conservative number. The buried lead is much darker. THE 16x The paper built a simple risk score from three commonly-measured blood markers - lymphocyte count, CRP (C-reactive protein), and RDW (red cell distribution width). Each is a single number from a routine blood draw. Across the 31,178 participants, ten-year mortality ranged from 3.8% to 62.1%. A 16-fold spread. Same country. Same decade. Three numbers from a basic blood panel. The lowest-risk profile carried 4.0% mortality. The highest-risk profile carried 62.0%. And the highest-risk profile is not rare. It applies to 19.3% of the US adult population. That is roughly twice as common as type 2 diabetes. Diabetes gets attention. The thing that is twice as common, and several times more deadly, gets none. THE PAPER Zidar et al. JAMA Network Open, December 2019. Soon-Shiong led with this number, age- and sex-adjusted: severe lymphopenia (lymphocytes below 1,000) tracks with 1.8x all-cause mortality. The cause-specific univariate hazard ratios at severe lymphopenia, in the same paper, are these: - 7.0x mortality from influenza and pneumonia - 4.0x mortality from cardiovascular disease - 3.0x mortality from cancer One immune signal across three of the largest mortality categories in US adults. This was on the public record in 2019. Six years before yesterday's tweet. In 2026, Aditya Bardia at UCLA presented AACR Abstract 5418 - 28,742 breast cancer patients - showing the same association in a different decade by a different team in a different population. Post-COVID lymphopenia tracked with a 2.46-fold increase in distant recurrence (p=0.009). Two papers. Two populations. Two decades. One finding. THE THYMUS The Zidar paper measures lymphocytes in the bloodstream. The lymphocytes do not appear there from nowhere. They are made in an organ most adults could not draw on a chest diagram. The thymus. Tucked behind the breastbone, above the heart. In a newborn it is the size of a small fist. In a healthy 70-year-old it has shrunk to a flake of fat. The thymus is the school where T cells are trained. T cells are the cells the Zidar paper measures. They are the cells the four mortality multipliers - 7x infectious, 4x cardiovascular, 3x cancer - are produced by losing. The growth factor that drives T cell production and survival is called interleukin-15. IL-15. The same cytokine that lives at the center of every Soon-Shiong post. A 2023 study in the New England Journal of Medicine found that adults whose thymus was surgically removed had a markedly higher rate of all-cause mortality than those whose thymus was left intact (Kooshesh et al, NEJM 389:406-417). The "useless" organ taken out during cardiac surgery for sixty years is the organ that determines whether a 60-year-old outlives a 70-year-old. The thymus shrinks. The T cells go with it. The mortality multipliers come due. This is what @DrPatrick was doing yesterday with one image of a glowing thymus and a question at the bottom: "Are the dots connecting that ALC matters?" He drew the line from the disappearing organ to the disappearing cells to the disappearing decade of life. The line was already there in JAMA in 2019. THE TWO ARMIES The immune system has two arms. The first is innate. Natural killer cells - NK cells - patrol the bloodstream looking for cells that are sick, infected, or transforming into cancer. They kill on contact. No memory. No license. They are the immune system's first responders. The first photographs of what would later be named natural killer cells were taken in 1969 by Joseph Sinkovics at MD Anderson. He drew his own blood, isolated the lymphocytes, and watched them kill cancer cells in a petri dish. The NCI canceled his grant. They called the killing "an in vitro artifact." Soon-Shiong has cited Sinkovics's 1969 photographs publicly as the origin of his work. The second arm is adaptive. T cells learn. Once trained, they remember the threats they have seen. Memory T cells live for decades. NK cells and memory T cells together cover both axes of immune defense. The fast unlearned kill, and the slow durable memory. Most cancer drugs work primarily on one arm. ANKTIVA expands both in the same patient at the same time. The cytokine that drives both expansions is IL-15. In 2007 the National Cancer Institute hosted a workshop reviewing 124 immunotherapy agents and ranking them by potential to impact cancer mortality. IL-15 was ranked #1. The ranking was published. The grants did not follow. Seventeen years passed. In 2024 the FDA approved the first IL-15 superagonist for human use. ANKTIVA. Both arms of the immune system, restored. This is the dot the regulators kept losing. THE BIOLOGY The Zidar paper does not name a drug. But it does name the mechanism. It says four things destroy circulating T cells: TNF-alpha. IL-1-beta. Cortisol. Catecholamines. The cellular mechanism it names is apoptosis - programmed cell death - and redistribution out of the bloodstream. That is the disease. Stress cytokines kill T cells. Lymphopenia is what dying T cells leave behind. The mortality multipliers are what lymphopenia produces. The reverse mechanism is also published. Alpdogan et al, in Blood, 2005, showed IL-15 administered to bone marrow transplant recipients did the precise opposite: less T cell apoptosis, more Bcl-2 (the anti-apoptotic protein), more proliferation. T cells came back. So did NK cells. So did NK T cells. Wrangle et al, in Lancet Oncology, 2018, showed the same effect in human lung cancer patients receiving an IL-15 superagonist called ALT-803. Statistically significant expansion of NK cells. Statistically significant expansion of CD8+ T cells. Documented in patients since 2018. ALT-803 is the molecule the FDA later approved as ANKTIVA, in April 2024, on the strength of a 71% complete response rate in BCG-unresponsive bladder cancer (Chamie et al, NEJM Evidence, 2023). Median duration of response: 26.6 months. 89.2% probability of avoiding cystectomy at 24 months. 100% disease-specific survival at 24 months. The reason a complete response from ANKTIVA lasts 26.6 months is not just the T cell expansion. It is the kind of T cells. IL-15 specifically expands memory T cell populations - the long-lived cells that maintain immunity over time and patrol for cancer cells they have already encountered. The cytokines that destroy T cells. The cytokine that brings them back. The cytokine that makes the new ones remember. All on the public record. All for years. THE LONGEVITY CASE Soon-Shiong's framing yesterday was not "cancer drug." It was three words: "cancer + longevity + sepsis." The longevity word matters because the science is in the Zidar paper itself. A 70-year-old with a low-risk immune profile had 74.1% ten-year survival in the cohort. A 60-year-old with a high-risk immune profile had 68.9%. A decade of age was less determinative than the immune profile. Saudi Arabia has spent the last several years building one of the largest longevity research programs in the world. The Hevolution Foundation, headquartered in Riyadh and launched in 2021, deploys substantial annual funding for healthspan research and hosts the Global Healthspan Summit, which ran in Riyadh in 2024 and 2025. In May 2025, Patrick Soon-Shiong launched the Cancer BioShield platform inside that ecosystem. He met MBS. He signed MOUs with King Faisal Specialist Hospital and the King Abdullah International Medical Research Center. In January 2026 the Saudi FDA approved ANKTIVA for two indications - bladder cancer and metastatic non-small cell lung cancer with checkpoint inhibitors. Saudi Arabia is now the only jurisdiction on earth where ANKTIVA is approved for a second indication. The country with one of the largest longevity research programs on the planet has approved the only FDA-approved IL-15 superagonist for two indications. They began commercial launch on April 21. THE PATIENT The mechanism is one thing. A real patient is another. In 2026, Hammond et al published in Clinical Immunology Communications a single-patient case report on a critically ill ICU patient with refractory Coccidioides pneumonia and secondary Pseudomonas pneumonia. Standard antifungal and antimicrobial therapy had failed for thirty days. The patient received emergency investigational immunotherapy with N-803 (ANKTIVA) plus invariant NK T cells - a third immune lineage that combines features of both NK cells and T cells. Within eight days, Pseudomonas counts in lung lavage dropped from 100,000 colony-forming units to 10. A 10,000-fold reduction. The bronchoalveolar lavage immune infiltrate went from sparse on Day 1 to roughly 1,500 cells per microliter on Day 7. Pathogen control was real. The mechanism worked. Documented in a peer-reviewed journal. That is the 7x infectious-disease number translated into measured response. Not a forecast. A documented case. THE SCALE Soon-Shiong's framing yesterday: 52 million Americans suffer from low T cells. That number is an extrapolation. It comes from the 20.1% of the Zidar cohort with relative lymphopenia, applied to the US adult population. The math is defensible. The figure is not paper-stated. What is paper-stated is heavier: If 19.3% of US adults carry the highest-risk immune profile, that is roughly 50 million people. They are walking around. Their bloodwork is on file with their primary care physicians. The risk score takes thirty seconds to compute. The math is not the bottleneck. The math has been on the public record since December 2019. THE BUILD The day Soon-Shiong endorsed Zidar, his company also pre-announced the AUA 2026 slate. Two indirect treatment comparisons of ANKTIVA versus the only two FDA-approved alternatives in the same indication. The randomized BCG-naive registrational trial gets a status update. Saturday May 16, Soon-Shiong presents personally on "The Role of IL-15 in the Urological Setting." That evening, he posted a photograph of an industrial floor full of robotic arms and aseptic isolators - the world's first NK cell manufacturing robot, in production, delivery this month. The medicine is being built at scale. The data is being filed at the FDA. The papillary sBLA filing-acceptance window is May 8 through May 12. The AUA presentations follow May 15 through 18. This week, two binary catalysts. THE STAKES By April 2026, ANKTIVA was approved in 34 countries - the US in April 2024, then the UK, Saudi Arabia, the European Union, and Macau (the first Asian jurisdiction). In the United States it is approved for one indication. ImmunityBio reported 3,745 ANKTIVA unit sales for full-year 2025 - the entire approved-indication US deployment. The papillary expansion sBLA is at the FDA right now. Six days ago Vinay Prasad - the man who spent nine years fighting Soon-Shiong and was given the keys to CBER on May 6 last year by his friend Marty Makary - walked out the door. THE QUESTION NK cells were photographed killing cancer in 1969. The NCI called the killing an artifact. IL-15 was discovered in 1994. The NCI ranked it #1 in 2007. ANKTIVA was approved in 2024. Fifty-five years between Sinkovics drawing his own blood and the FDA approving the first IL-15 superagonist for human use. The mechanism is on the public record. The drug is on the public record. The patients are on the public record. The factory is on the public record. The question is no longer whether the science is real. The question is whether the door opens.

@politicsusa46 @veteran_texas Exactly right. The Russians have suffered a million casualties and have now been at war longer with Ukraine than the Soviet Union was with Nazi Germany. And have nothing to show for it. And now drones have made the war come to Russia. wsj.com/world/russia/p…

I believe that the US has just been schooled in the limitations of conventional conflict. In my opinion this is a war they will long live to regret. Not because conventional strikes can’t do enormous damage, but because they have revealed their limitations and China has had a front row seat. It is incredulous to me that after seeing what Russia has experienced in Ukraine the U.S. would arrogantly assume that this could never happen to them, yet here we are. Wars are no longer fought in a conventional way, and Iran has exposed a huge weakness in the conventional thinking applied when it comes to countering an enemy schooled in the art of asymmetric warfare. Trump’s abject failure at diplomacy is embarrassing. He now has Gulf states denying him access to bases and critical airspace and usual allies want no part of his failed extortion attempt. China’s military planners have been gifted a treasure trove of data on how the U.S. operates against what would be considered a second or third tier state. The U.S. has expended vast amounts of munitions that will take years to replace and they will walk away from this with nothing, having been forced to unfreeze billions of frozen Iranian assets. Not only that, Iran will be in a stronger position than before this imbecilic move by an out of his depth president. Fareed Zakaria explains the geopolitical implications with the kind of clarity that is needed in this moment. 🎥 TikTok - vm.tiktok.com/ZNRs8veCv/

@CompoundingTony @mymorristribe @tobi That sounds right. Unfortunately this management has a horrible history of poor execution and over promising.

Great question. Honestly it comes down to one thing: do what you say you are going to do. Trust is like a battery. It drains fast and charges slowly. @tobi of Shopify calls it the trust battery and it applies here perfectly. Eos has burned through a lot of it with missed timelines and guidance that did not land. Rebuilding it does not require a brilliant communications strategy. It requires frequent and candid updates, real field data shared openly, strong orders converting, and Line 2 delivering on what they have promised. That is it. No shortcuts. Just execution over time. And yes, that requires patience from us as investors. Let them cook.

A thread has been making the rounds on $EOSE that's been causing serious FUD. I want to address it properly. And I'll start by doing something most bulls won't: agreeing with part of it. Viejas is a real problem. Full stop. Eos confirmed it themselves. Their own DawnOS post states that in the earlier BMS architecture, a single imbalanced module could take an entire string offline, stranding energy across every module it was grouped with. They engineered around it, oversized systems to compensate, and dispatched technicians. That is management publicly admitting the early architecture had serious flaws. The 5.5 GWh cumulative throughput metric also disappeared from earnings reporting without explanation. Management owes shareholders clarity on that. These are fair criticisms and I won't pretend otherwise. Now here is where the logic completely falls apart. The nuclear claim is that 0 out of 135 cubes at Viejas are performing to spec and all need replacement. Think carefully about what that would mean in the real world. If 0 of 135 units were completely non-functional, Viejas, a real company with real lawyers, would have terminated the contract and filed suit. That has not happened. Instead Viejas is in an active remediation program with Eos, replacement cubes have completed factory acceptance testing at Turtle Creek, and the project remains live. That is not the behavior of a customer whose product is worthless. "Not performing to original spec" and "completely non-functional" are not the same thing. The original spec was written before DawnOS existed. The old BMS architecture underdelivered, Eos confirmed that, and the fix is DawnOS plus hardware upgrades. That is a product problem being remediated. It is not a fraud. And the fact that Eos published the very post being used as ammunition against them? That is accountability. Companies hiding things do not publish technical whitepapers explaining exactly what went wrong and why. Then there is the question of sources. The claims are based on conversations with project managers, customers, and employees. Think about which employees reach out to a bear account on Twitter. Frustrated ones. People with grievances. And even when those conversations are genuine, a project manager at a single site does not have visibility into the full picture. Remediation timelines, engineering decisions, commercial negotiations happening above their level. People share what they see from where they stand, and that is rarely the complete story. That is not a representative sample of a 750-person organization. It is a selection bias that produces a systematically negative picture by construction. And then there is this. The position was 417,000 shares. It has been sold down to roughly 13% of that at prices around $10 to $11. The stock is now lower. Every post validating the bear case also validates that exit decision. That is not objective analysis. That is human psychology doing exactly what it always does. The executive compensation framed as red flags: a CFO base of $ 470K plus bonus plus stock at a Nasdaq-listed company running a capital-intensive manufacturing scale-up with 750 employees is a completely standard public company comp structure. That framing works on retail investors who have never read a proxy statement. It should not work on anyone paying attention. The whitepapers dismissed as fluff communications were authored by the CTO and contain measured engineering results: 3 millisecond full system response time, less than 4 degrees Celsius temperature rise under sustained AI inference load cycling, 78% round-trip efficiency maintained across hours of continuous dynamic cycling. Those are test results. Not marketing copy. The right question was never whether every single claim is fabricated. Some of what is being said reflects real problems. The right question is whether the Viejas remediation program works and whether Line 2 executes on schedule. That is where this thesis lives or dies. Everything else is noise. Pessimism sounds smart. It usually is, until the inflection point. Asking hard questions about Viejas field performance is entirely legitimate. The leap from "this product had real early problems" to "0 cubes work anywhere and everything is fraud" is not analysis. It is a narrative built on biased sources, a sold position, and retail psychology. Know the difference. $EOSE

@GregSlominski @MarioNawfal Yeah? Iran has a say in that. Continue the war, gas goes to $6 or $7 a gallon and Trump’s presidency is destroyed. You think he doesn’t understand he doesn’t want to be Jimmy Carter 2.0? Iran knows they can destroy his Presidency.

@regvoter @MarioNawfal What an arrogant stupid response. How did that attitude work out in Iraq or Vietnam? We are not omnipotent. How many American defeats do you need to see? Should we call up the draft to make this possible? How about a Congressional authorization?

@MarioNawfal BS, both sides are not right. Iran WILL lose if they do not give up nukes. It is THAT Simple.

@MarioNawfal Another example why renewables are better for energy security. Less global choke points and highly distributed.

🚨 🇺🇦🇷🇺 Ukraine just took out Russia's second-largest oil refinery in a long-range drone strike that disabled three of its four crude distillation units. -Kirishi refinery, owned by Surgutneftegaz, halted all processing -Three of four crude distillation units damaged, the core component every refinery depends on -Refinery sits 800 km from the Ukrainian border, deep inside Russia in the Leningrad region -Capacity of 400,000 barrels per day, roughly 7% of Russia's total oil refining volume -Key supplier of diesel to both Russia's domestic market and export channels -Repair timeline unknown, but multiple secondary units also damaged -Confirmed by Ukraine's Security Service This is the largest single blow Ukraine has landed on Russia's oil sector in the entire war. Kirishi is not a peripheral facility. It is one of the central pillars of Russian fuel production and a major source of diesel for both civilians and the front. Taking out three of its four CDUs means the refinery cannot function in any meaningful capacity until those units are rebuilt, and you do not rebuild crude distillation units in days. You rebuild them in months under Western sanctions that block the parts you need. Ukraine has been quietly grinding down Russia's $3 trillion war economy with these long-range drone strikes for months. Pipelines, ports, refineries, tankers. The war that nobody talks about anymore is still very much being fought, and Kyiv just delivered one of its biggest blows yet. Source: Reuters

@MikeLevin Meanwhile China’s huge bet on wind is paying off both in terms of generating huge amounts of energy but also companies that are dominating the space. US fossil fuel companies getting paid for the hundreds of millions they donated to Trump while the country suffers.

Donald Trump just blocked over 150 wind energy projects across America, killing 30 gigawatts of new power generation.  That is enough electricity for nearly 10 million homes. He is doing this while his unauthorized war with Iran sends oil markets into chaos and pushes energy costs higher for every working family in America. Wind already provides 10 percent of our electricity.  It powers Republican states like Texas, Iowa, Oklahoma, and North Dakota. American workers build these projects. American landowners profit from them. American grids depend on them. But Trump told us his goal in January. He said he does not want a single wind project built. Now he is using the Pentagon to make it happen, freezing routine military reviews that companies have relied on for years. We are in an energy crisis. Demand is climbing. Prices are rising. And the President is sabotaging American power production because he thinks turbines are ugly. This is not energy policy. It is a personal grudge dressed up as national security, and families across our nation will pay the price. nytimes.com/2026/05/04/cli…

@SandyGl88167783 @DrPatrick @DotknightWang I'm so sorry. Wishing your family the best.

The WORLD’S FIRST NK CELL MANUFACTURING ROBOT IN PRODUCTION ! Machine learning at its best. AI driven manufacturing. Delivery this month.

@shihchiehlee Correct but the trial results won’t be known for years. In tbe meantime we hope that it has success in bladder indications like papillary and BCG naive. Need to get to cash flow break even by 2027 to stop the dilution.

Again, I am a pure investor trying to figure out the whole story. Here are my takes for $IBRX : ANKTIVA, ImmunityBio’s IL-15 superagonist, is already FDA-approved for BCG-unresponsive NMIBC with CIS. Its pending sBLA for papillary-only NMIBC could give it a monopoly in that segment. However, the real “new continent” opportunity lies in lymphopenia (low ALC). Many cancer patients treated with checkpoint inhibitors like Keytruda develop severe lymphopenia, which is linked to higher mortality. ANKTIVA potently restores T-cell and NK-cell counts, directly addressing this unmet need. The company already has an Expanded Access Program (EAP) for this use. This positions ANKTIVA perfectly for the MAHA (“Make America Healthy Again”) narrative. By framing the drug as a tool to reverse treatment-induced immune damage, improve longevity, and reduce all-cause mortality (supported by recent Harvard/JAMA data on thymus health and T-cell counts), ImmunityBio can align with the current FDA and political emphasis on prevention, longevity, and practical health outcomes under the Trump/Makary era. If the lymphopenia indication is formally approved, it would be a grand slam for IBRX. It opens a massive new market far beyond bladder cancer, complements (rather than directly competes with) Keytruda by fixing its immune-suppressing side effects, and turns ANKTIVA into a cornerstone of “Immunotherapy 2.0.” Dr. Patrick Soon-Shiong’s recent X posts on thymus/IL-15/longevity are clearly building this strategic narrative.