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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: zagnut1 who wrote (873)2/17/2025 5:37:07 PM
From: TinfoilHat5 Recommendations

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On the scientific front, a micro-cap NK player just got Fast Track Designation for moderate Alzheimer's disease.

Two key takeaways: Anktiva could play a role in dementia, which would make the total addressable market ludicrous, and IBRX could acquire this micro-cap player to accelerate into Alzheimer's. I prefer the former.

Am not invested in NKGen, for the record, but can see IBRX go bananas if/when PSS announces a study in Alzheimer's focusing on neuro-inflammation as RFK is known to be anti-amyloid.

Look out above if IBRX gains a toe-hold in the behemoth of all diseases, and sky is the limit if Anktiva shows a signal.

Any science nerds out there know the difference between Anktiva and Troculeucel? My basic understanding is Anktiva is an IL-15 complex, and Troculeucel is just a basic autologous NK. Seems IBRX should have a competitive tool already inhouse, no need to acquire Troculeucel.

FDA Grants Fast Track Designation to Troculeucel for Moderate Alzheimer Disease
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