ImmunityBio converts from Immunomedics Message Board

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Biotech / Medical : ImmunityBio converts from Immunomedics

IBRX 2.045

-3.1%

1:53 PM EST

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From: End2War	4/16/2025 3:48:19 PM
	1 Recommendation Recommended By waitwatchwander of 1229

The 5 hour Investor's Day presentation reiterated a lot of information about the extensive work PSS has undertaken in cancer, immunology, vaccine's and "long covid", without providing new catalysts which could galvanize fresh buying, IMO. He left me wondering where he will get money to fund the extensive program he has undertaken without grants or new partners. Most of the science about Anktiva and its use in other cancers seems to me to be very promssing, but I don't think we are going to see signficant revenues for another year, if then. I continue to find his scientific support for Anktiva and its broader use in other cancers to be convincing, and I am holding my shares while pinching my nose. The most controversial portion of his presentation, discussed with Tucker Carlson, and developed in a section of the Investor Day presentation, are his views on long covid, which lack sufficient scientific support, and put him in a bad light where he goes against mainstream thinking without sufficient data. For those interested in an extensive AI discussion of the conference issues by Grok3, click this link: x.com

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