IBRX

$IBRX chatter on StockTwits

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  Chris Moriarty@elitechrisvpBullish9m

  @Biofrog @Judykay not yet announced, but I believe once Dunkirk is actuaĺly filling vials, it will be a joint announcement with the President. Dunkirk tech and scalability IS coming.$IBRX

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  K@Judykay24m

  $IBRX files.constantcontact.com/f0eecb46901/241053ee-2eb9-41a1-a527-e6afa64a646d.pdf @Chiefsfan146914 Policy pieces of what we have discussed.

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  K@Judykay53m

  $IBRX Part 3 Where I think this could become material for IBRX investors is if Congress moves beyond investigations into actual procurement, reimbursement, tax, grant, or FDA/manufacturing incentives favoring domestically developed and domestically manufactured oncology products. That would put ImmunityBio in a much more interesting position because it has ANKTIVA + U.S. approval + Dunkirk + U.S. manufacturing expansion already assembled. So I'd characterize it as a possible strategic/policy tailwind for ANKTIVA, not yet a direct commercial catalyst. And given that Moolenaar is a Michigan congressman while Dunkirk is in New York, the important connection is the broader U.S.-manufacturing/biosecurity policy.

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  K@Judykay55m

  $IBRX part 2 Moolenaar is explicitly examining companies including Merck—the maker of Keytruda—over China clinical-trial relationships. ANKTIVA's expanding U.S. opportunity. ANKTIVA is already approved for BCG-unresponsive NMIBC with CIS, and ImmunityBio's supplemental application for papillary NMIBC has been accepted by FDA with a January 6, 2027 PDUFA date. A larger U.S. indication combined with greater political emphasis on domestic biotech would be a favorable combination. But I wouldn't go as far as saying “the China investigation will cause doctors to switch from J&J or Merck to ANKTIVA.” Treatment decisions and FDA approvals aren't supposed to work that way, and Congress hasn't proposed excluding these companies' approved cancer drugs merely because they conducted some trials in China.

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  K@Judykay55m

  $IBRX That backdrop could help ImmunityBio because ANKTIVA is already FDA-approved in the U.S., and ImmunityBio owns a large U.S. manufacturing facility in Dunkirk, New York intended for biologic drug substance/fill-finish expansion. ImmunityBio has described Dunkirk as a 400,000-square-foot GMP facility with planned capacity of up to roughly one million vials annually. There are three ways I could see ANKTIVA benefiting: Domestic-manufacturing preference. If federal policy increasingly favors U.S.-based pharmaceutical manufacturing and development, ImmunityBio's U.S. infrastructure becomes strategically more valuable. Competitive pressure on large pharma. If companies such as Merck, Pfizer, AbbVie, Lilly and BMS face greater scrutiny of China-based oncology development, that could raise costs or complicate certain China-dependent programs. It doesn't invalidate their drugs, but it could make a domestically developed competitor more attractive.

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  John Mack@Biofrog59m

  $IBRX Well I am buying for 2 more months, than probably done. But I am not going to hold this down just so I can buy more. This is an amazing investment, worth much more than every dollar that you put into it. Hope to see you guys in Las Vegas when we hit $50.

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  K@Judykay1h

  $IBRX And there is more....

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  K@Judykay1h

  $IBRX part 2 In order to counter China and boost America’s biotech companies, the Trump Administration recently announced the Food and Drug Administration is developing a pilot program for Phase 1 clinical trials that could cut the drug development and approval process in the U.S. by six to 12 months. In May, Moolenaar advanced language in the 2027 Department of Agriculture funding bill that would prohibit “the FDA from accepting, reviewing, or considering any covered clinical data generated by a clinical investigation site” in China.

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  K@Judykay1h

  $IBRX Details of all Lilly licensing, equity, or joint venture deals with Chinese biotechnology companies since 2020. Background China's clinical trial system relies on rapid patient enrollment, which is three to five times faster than in the United States, due in a part to a lack of ethical safeguards regarding informed consent and voluntary participation. In Xinjiang, widespread forced labor, forced medical testing, organ harvesting, and procedures on Uyghurs and other minority populations raise ethical concerns. Given the chilling violations of basic human rights in Xinjiang, it is reasonable to question whether clinical trial subjects there are participating voluntarily. Operating in this region demands heightened due diligence by Lilly to ensure it is not unwittingly profiting off a system that is failing to protect the rights of participants.

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  K@Judykay1h

  $IBRX chinaselectcommittee.house.gov/media/letters/glp-1-maker-lilly-funded-clinical-trials-at-chinese-military-sites

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  Eric Booker@PastaSlobCFABullish1h

  $IBRX I’m guessing $19 EOD TOMORROW

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  K@Judykay1h

  $IBRX x.com/ChinaSelect/status/2071958871334092847

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  K@Judykay1h

  $IBRX files.constantcontact.com/f0eecb46901/d7ed7fb1-95b9-4179-9143-4b18030f6fe5.pdf

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  K@Judykay1h

  $IBRX chinaselectcommittee.house.gov/media/letters/keytruda-maker-merck-funded-clinical-trials-at-china-s-military-sites

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  OmarKingW@OmarKingWBullish1h

  $IBRX

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