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Biotech / Medical : ImmunityBio converts from Immunomedics
IBRX 2.139+0.9%Nov 7 9:30 AM EST
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To: publicsceenname who wrote (840)1/21/2025 2:20:30 PM
From: TinfoilHat4 Recommendations

Recommended By
bobbseytwins2001
End2War
erippetoe
Fitzhughlaw

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Not really a threat (see below for clarity on logic), in my experience oncologists rely on long-term data and clinical experience.

IBRX has an on-market option with approval, guidelines and reimbursement plus very long-term outcome data, so they have a big head start.

Had a scan of the JnJ data and it appears murky. Topline number was 83% CR however when digging into the data it was 68% CR via central review at 9m and 57% CR Kaplan meier at 12m (implies a pretty steep drop from 9m to 12m). Remember Anktiva plateaued at 57% CR for more than 4yrs.

So JnJ needs to continue sharing updates on long-term efficacy, and my thinking is that a pair of chemo drugs directly into the bladder is not likely to outperform stimulating the immune system aka Anktiva.

Odds are strong that the JnJ data dips well below 50% CR within the first 2yrs, and in that scenario it would be used after Anktiva+BCG fails, not before.

Therefore not necessarily a threat, rather an additional tool in the Oncs aresenal post Anktiva.

We're ready to fill the gap up to 4.50, long term moving avg is around 4.90.
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