ImmunityBio, Inc. IBRX

$IBRX can anyone give the link of presentation by Adcock. Thanks!

$IBRX @Huggenburg Can you show me the reference about 200m people cover by insurance. This is huge!!!

$IBRX We will be the next $SMMT as we do the phase 3 RCT study in US and they did it in China.

$IBRX Which means they not only want to sell Anktiva in US but sell them globally. Besides they might be able to patnership with not only Merck, but also BMS who owns OPDIVO.

$IBRX Look carefully DooDoo man. ResQ is a world launch clinical trial including OPDIVO as 1st and 2nd line. Quilt 2.023 is a phase 3 RCT study only in US and only use pembrolirumab. They must get a huge successful in quilt 2.023 so they are confident to launch ResQ in the world and add another anti-PD1 medication.

$IBRX our $SMMT moment is coming by Oct. 2025. Quilt 2.023 phase 3 RCT 1st line NSCLC clinical trial which enrolled 1538 patients. It's going to be huge!!! Wait and see. We'll definitely be the next SMMT and we have the clinical trial in US!

$IBRX Hey Arnold, do you know what company that makes anti-PD1 and locates in both Boston and Seattle ? The answer is BMS, who has 9b in sales by their product Opdivo.

$IBRX Hey doo doo man, why do you think lung is 5 years away as Quilt 2.023 （RCT phase 3 study enroll 1500 pts） will be completed in 2026/04 ?

$IBRX Candel's CAN-2409 is an invasive therapy that need chest needle puncture, which will has a lot of limitation. Anktiva is SC injection which is way easier for physicians to use. Not even mention that quilt 2.023 is already phase 3 and CAN-2409 is still phase 2.

$IBRX Lung is definitely not 5 years away. We have excellent mOS data in 2-3rd line by Quilt 3.055(phase 2). Quilt 2.023(phase 3) first line RCT study which enrolled 1500 patients will be huge and will be completed in 2026/04.