IBRX ImmunityBio Inc

$IBRX Today was the single most important data point in Anktiva’s history, and it’s being underpriced. For years the bear case has been one sentence: every Anktiva approval rests on single-arm trials. No control arm. No head-to-head. Compared against historical benchmarks rather than a real comparator. That critique was fair, and it capped how seriously the platform was taken. That ended today. QUILT-2.005 randomized 366 BCG-naïve patients to Anktiva + BCG versus BCG alone — the actual standard of care for 30 years — and met its primary endpoint. Not a responder analysis. Not a historical comparison. A controlled, randomized win against the drug it has to beat. This matters beyond bladder. The entire IL-15 thesis — that activating NK and T cells produces durable responses — had never been tested against a comparator and proven. Now it has. Every downstream program inherits that validation. Revenue quarters are recoverable. A failed randomized trial isn’t. Today was the irreversible one.

$IBRX Let's look at the actual numbers. Q3 revenue $48.7M, up 53% year over year. Year to date $143.6M, up 92%. Loss per share narrowed to 18 cents from 22 last quarter. $334M in cash, no offering today. The October 14 label expansion isn't even in these numbers yet, Europe and Israel just opened, ANKTIVA is approved in 35 countries, and the BCG-naïve trial hit its endpoint this morning with the FDA filing due by year-end. The market sold the miss. I'll keep the growth.

$IBRX Primary endpoint met, i will take short term earnings misses for this. This validates the fact that this will be the standard of care going forward for anyone diagnosed with non muscle invasive bladder cancer. And earnings will reflect just a matter of time. GL longs bulls

$IBRX IGNORE THE SHORT TERM NOISE!! Today we got a positive read on the biggest test for the whole ANKTIVA story! Q3 financial numbers do not matter in the long run! The story did just become a whole lot stronger for future growth and potential into other cancer types today. It is the FIRST TIME EVER Anktiva has delivered positive results in a direct comparison to another drug. Previous approvals has been mostly on single-arm trials, and the skepticism has ALWAYS been if the drug (ANKTIVA) could post positive results in a randomized trial, WHICH it did today with the BCG naive trial that met its primary endpoint.

$IBRX Q4 Materially Positive News •FDA Papillary Approval in October (3 months early) •First Non-US Patients Dosed (November) •Naive Trial Positive So yeah, lose your head over a Q3 Revenue miss, but the 3 items above are what will drive revenue none of which were pertinent for the Q3 number.

$IBRX Cover now..just saying. - Anktiva plus BCG beat BCG alone in 370 BCG-naive bladder cancer patients with carcinoma in situ (CIS). Side effects were in line with BCG alone, and there were no treatment-related deaths. The supplemental approval filing (sBLA) is still on track for year-end. That would move Anktiva into a much larger, earlier-line population.

$IBRX Shorts you should enjoy the day. But I don't stay short for long. The shackles of needing BCG are coming off. Just read the published news.

$IBRX wow double cooked, long term holders gonna be happy they can finally acquire shares at a discount

$IBRX Stay the course people add on this dip! This drug is becoming SOC in the bladder cancer community in time!

$IBRX So, lots of folks are wetting the bed over an earnings miss. Yet, the institutional investors remain extremely bullish on the company. I think I’ll sit tight and hold my shares.

$IBRX buy the orchestrated fear. Revenue each quarter is still INCREASING. Anktiva's usage scope is still INCREASING. Our Global footprint is still INCREASING. NEVER EVER give up what you have - only add to it !!

$IBRX HOLD ON TO YOUR SHARES. According to a report by Jefferies, the company is working on FDA submissions for Tokyo BCG. Better day will come.

$IBRX It is actually a miracle that our sales are 50m per quarter with ZERO ADVERTISING ON TV...NO BRAND RECOGNITION AND ONLY PODCASTS THAT DELIVER INFO TO PUBLIC.. PSS ATTENDS CONFERENCES but competing for marketshare when big pharma takes oncologists to dinners and vacations is what we are up against...Time to make patients ask for ANKTIVA

$IBRX if you’re considering this a disastrous Q3 report, you’re not meant for investing in Biotech, cash burn is up, revenue didn’t grow like we hoped, but the runway has just started, could go to the moon, could go to the floor. But these numbers weren’t as crazy as you clowns are making them out to be.

$IBRX 20 million shares trade first hour. I’m not the only buying big. A gift folks. You know it and I know it. Go longs!!

$IBRX Being a value investor can be like watching paint dry at times, but days or should I say weeks like this feel like Black Friday came early. Don't let one ER get you down, I've been through multiple ERs - many much much worse than this. As long as you have revs and future growth prospects, all is good. I look to capitalize on it.

$IBRX IBRX 💎... It's been a red alert morning but I've added shares to my portfolio there has been major accumulations by large institutions buying far out exceeds any selling... I always believe many people know more than I do especially institutions that have the inside information why are they not all selling??? THEREFORE I'm buying... 4.47M Shares added or newly held 2.10M Shares reduced or exited Net identified accumulation +2.37M shares 68.1% additions 31.9% reductions These are my approximate totals from the individually listed Q3 changes, including new positions and complete exits, in the Earnings Whispers dataset. The figures are rounded and not a complete market-wide net flow. Largest identified institutional buyers Rank Institution Shares accumulated 1 Principal Financial +1,708,166 2 Geode Capital +758,758 3 Michigan Retirement System +500,000 4 Simplex Trading* +329,700 5 Dimensional Fund Advisors +172,398 GL BULLS 😎💎

$IBRX I’m holding bag at $10.00 won’t sell. Don’t know how long it will take to recover but I try to keep adding and average down. There is nothing more to do at this point

$IBRX Chill out and start adding on these stupid dips…Next quarter should see a huge increase in earnings from many countries selling Anktiva products to bladder cancer patients…! Be smart and keep building your wealth… Jimmy is adding today when the opportunity comes best for me… Best to all

$IBRX doesnt change where this this trades at $20 a year from now , have to look where its going , not where it's been.