Jared

Dr. Patrick Soon-Shiong was speaking pretty openly on 2Way’s Cancer Decoded about a long-standing frustration in cancer care. Standard treatments like checkpoint inhibitors, radiation, and chemo can exhaust or destroy your T-cells, the key immune fighters your body needs. But there’s real movement: late 2024, the FDA approved Anktiva (nogapendekin alfa inbakicept-pmln / N-803), an IL-15 receptor agonist. It works by expanding natural killer (NK) cells and memory CD8+ T-cells to help the immune system target hidden cancer cells more effectively, especially in BCG-unresponsive non-muscle invasive bladder cancer. He’s advocating for using low-dose traditional therapies in a smarter, immunomodulating way so the body can actually participate in the fight. This one really got to me. I’ve watched cancer hit people I care about and seen how draining the standard path can be. Hearing someone at his level talk about finally having new tools after 75 years feels like a genuine shift — hopeful, but also a reminder of how slow real change comes in medicine. Cancer treatment has followed the same heavy playbook for generations. If we can better protect and activate the immune system while treating the disease, it could mean less suffering and better real-world outcomes. What do you think — are we at the beginning of a smarter era in cancer treatment, or is it still too early to tell?

@alc2022 I remember selling AMD at @20 after making 100% and thinking I was a genius. <cries internally>

I bought $AMD near $4 a decade ago because I believed chiplets would reshape computing. That thesis worked. Today, $IBRX gives me the same feeling but for biotech. Anktiva isn’t just a fusion protein. It’s infrastructure for the immune system.

VERY interesting 👀 Trump confirms that many great business leaders are joining him on his trip, including Elon, but the most important nugget is at the bottom. Trump says he is going to ask Xi to “open up” China. Normalized relations with China are on the horizon, and given how Xi has been silent while Trump removes Chinese influence from our hemisphere and he controls the flow of much of their oil, I think the deal has already been made. Xi is standing down while Trump completes the “world’s most powerful reset”. The fact that Trump and the world’s greatest CEOs are on a trip to China, means that an agreement of some sort has already been agreed to. They aren’t going to negotiate. They don’t plan meetings of this magnitude until things are already buttoned up. As I hypothesized, I think we are about to see new global alliances, and a change to the global order.

Had to repost this paper that the FDA knew and even published a report that patients with lung cancer who failed all standards of care die early because of lymphopenia. When T cell and NK cell count is increased progression is delayed and overall survival increases. Stay tuned.

$IBRX is probably a $5T company in the making Everyone’s going to need to reboot their immune system at least a few times in their life The TAM is 8B people Ozempic makes you skinny, Anktiva keeps you alive

The complexity of an AI driven robot that needs to meet GMP standards & learn complex steps of targeted cell manufacture. A marvel and the first robot of its kind in the world. Can’t wait till we lift off the first patient’s NK cells in LA from NANT LEONARDO. Unstoppable scale.

Proud to be an investor in this company We’ll save millions and potentially billions of lives with Anktiva Interleukin-15 is the most important platform of the decade

Half of Patients With Advanced Lung Cancer Don’t Get Treatment, Study Finds nytimes.com/2026/05/07/wel… via @NYTimes “About 40 percent of patients in the new study died within three months of their lung cancer diagnosis. Many of them were probably just “too sick to get treatment by the time their tumors were found,” said Dr. Gerard Silvestri, a pulmonologist at the Medical University of South Carolina and the senior author of the study.” Chemo. Radiation then checkpoints, then even more chemo!! When do we learn that this can change with immunotherapy? What could we do for the thousands of patients who failed all of above? Quilt 3005 now approved by Saudi FDA .

They will be laughing no longer!

$IBRX I see it as a given that IBRX will become the world's largest pharma or biotech company. The company's core asset is Anktiva, which can — in my view — cure cancer and many other serious illnesses (HIV, Corona, Sepsis). It also has the potential to give longevity to humanity while improving health even for older people. One would think that everybody in power would rally behind a founder like @DrPatrick and help them succeed, because this is the only moral thing to do. But no — there really are people in high positions in the USA, especially those who run the FDA, who have been blocking ImmunityBio in any way they could. Don't these people realize that they are helping the founder and company gain even more visibility? That their own actions are turning this unstoppable success story into a much bigger story of good versus evil? Into a story that everybody will know one day? I see it as likewise inevitable that there will be books written about this struggle, and movies made, where at the end ImmunityBio and Dr. Patrick prevail against all odds. Through these stories and movies, the bad guys will be remembered for all eternity as archenemies against sick people and even against all humankind. I can already see such a movie in front of my eyes — or better, in my mind. I even have a title for this epic movie: THE CURE - “Blocked by the powerful. Destined to save the world.” The names of these villains will be forever linked to the epic and heroic story of Dr. Patrick.

$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.

Truly amazing. I’m upping my price target, from $ibrx 208/ share to 1,000 , making #immunitybio the first trillion dollar biotech in the world , by 2032 (Retweet for max sharing, is caring) 1) Video for prior price target: IBRX $208 Price Target: How to Discount $23B Revenue at 20x P/S youtu.be/eC2PUinHWgM 2) Video for 2027 explosion: IBRX Is About to Blow Up in 2027 – And the X-factor will surprise you! youtu.be/efvBVt2dOQw

This may be the most articulate response I’ve ever heard to this question.

$IBRX As a former physician, I find Dr. PSS’s view highly credible. The prognostic value of lymphocyte-based indices has been recognized for years, and this paper further reinforces what clinicians have already observed in practice.

$IBRX The elephant in the room: Dr. Patrick Soon-Shiong is now a political target. Ever since he blocked the LA Times' endorsement of Kamala Harris and backed RFK Jr.’s health reform, professional scrutiny has morphed into a political vendetta. Even the FDA’s recent crackdown on his cancer drug, ANKTIVA, looks less like routine oversight and more like the federal government being weaponized against a political outlier. @DrMakaryFDA @LoriMills4CA42 @RealJamesWoods

🚨 JUST NOW — SECWAR PETE HEGSETH DROPS TRUTH: "The mantra you would hear dripping from the lips of generals, with a serious look on their face was, 'our diversity is our strength.'" "Which is the single DUMBEST phrase in military history!" "Of course, our diversity is not our strength. Our UNITY is our strength. Our shared purpose. The flag we wear, and the Constitution we serve to defend!" @RapidResponse47 Perfect man for the job!

$IBRX CEO Richard Adcock: the long-delayed Dunkirk manufacturing site is now “all systems go” after a unanimous resolution at a CCIDA board meeting. The Dunkirk facility is expected to serve as a key U.S. production hub for Anktiva. @ImmunityBio already invested over $100M! @DrPatrick @DrMakaryFDA

BREAKING: An ARREST WARRANT has been issued for James Comey — NOT just a court summons like last time The US Marshals have been ORDERED by a federal judge in North Carolina to take James Comey into CUSTODY COMEY MUGSHOT INCOMING! 🔥