David Din, CFA
@DavidDin
PLTR and IBRX investor. Business Developer. Former buy-side analyst at UBS for technology and pharma stocks. I also use charts to see what could be happening.
Of course I am hopeful that the new FDA voucher program will benefit $IBRX. However, before I hear anything positive about this new voucher program directly from @ImmunityBio or from @DrPatSoonShiong, I will remain in a wait and see mode. Right now I still believe that the FDA…
"The FDA’s new voucher program may appear to be progress, but in reality, it speeds up a few applications while everyone else waits in the slow lane." cato.org/blog/who-deser…
$IBRX I just saw that I have access to Grok 4. So I wanted to ask it a first question. Which of course was about @ImmunityBio. This was my question what is you opinion on the company $ibrx. and what is your opinion on the stock of this company. I personally believe the company…
Dr. Patrick Soon-Shiong Issues Urgent Warning: COVID-19 is Not Just a Respiratory Virus—It’s Like cancer "This virus has beaten us." In a chilling revelation, Dr. Patrick Soon-Shiong—renowned surgeon, scientist, and billionaire biotech pioneer—warns that COVID-19 is far more…
$IBRX After all the fundamental stuff I posted earlier today, it's time again to have a quick look at the chart. This chart shows the Ichimoku cloud and the Bollinger band. By Friday this week the share price would be IN the leading green cloud if it remained unchanged. We will…
$IBRX It's exceptionally uncommon for the FDA head to overtly champion a drug from a biotech company personally. But this just happened, in my view. Here’s the story: Three weeks ago, Dr. Haggi appeared on "Cancer Decoded" with @MarkHalperin and @DrPatSoonShiong He…
FDA Commissioner @DrMakaryFDA talks about promising treatments in the pipeline and the innovations and breakthroughs he’d like to see in the future.
$IBRX It's exceptionally uncommon for the FDA head to overtly champion a drug from a biotech company personally. But this just happened, in my view. Here’s the story: Three weeks ago, Dr. Haggi appeared on "Cancer Decoded" with @MarkHalperin and @DrPatSoonShiong . He discussed…
FDA Commissioner @DrMakaryFDA talks about promising treatments in the pipeline and the innovations and breakthroughs he’d like to see in the future.
$IBRX This morning I had my first look at the chart of Merck. It looks ugly. The share price is below its 200 day moving averag and in a downward trend since one year, making lower lows and lower highs. Still, the company has a market cap of $200B - roughly 100x the market cap…
As a financial analyst, I live by the mosaic theory—piecing together disparate public data points to form a bigger picture. Over the weekend, two recent videos caught my eye, and they paint a compelling narrative for ImmunityBio under the new FDA leadership. First, the new head…
FDA Commissioner @DrMakaryFDA talks about promising treatments in the pipeline and the innovations and breakthroughs he’d like to see in the future.
FDA Commissioner @DrMakaryFDA talks about promising treatments in the pipeline and the innovations and breakthroughs he’d like to see in the future.
$IBRX Okay, this interview with the head of FDA sounds as if he is talking about the Bioshield from @ImmunityBio Or are there any other cures that are melting away cancer??? Is this really the long awaited change at the @US_FDA ???
FDA Commissioner @DrMakaryFDA talks about promising treatments in the pipeline and the innovations and breakthroughs he’d like to see in the future.
STUNNING LONG-TERM SURVIVAL OF FORMER END-STAGE CANCER PATIENTS – WHILE FDA STALLS BROADER APPROVALS $IBRX I've been following @ImmunityBio for a while now, and every time I dive deeper, I'm blown away by the real-world impact of their BioShield platform—anchored by ANKTIVA.…
Thanks. Here is a video of the patients still doing well with wonderful quality of life... alive and cancer free now 10 years plus. T cell memory. The disease is the dysfunctional immune system. The power of the cancer bioshield.
$IBRX I just had the idea to check the Bollinger Bands to see the short term upside potential. Good to see that the share price is currently in the lower part of the Bollinger Band. This means that the share price could move to the upper limit of the band easily. Again -…
$IBRX We are seing good volume today, and the share price is going up. This means investors are buying ImmunityBio. Let's see what we can read from the chart. 1. Since the low in May we have seen two "higher lows" and two "higher highs", which is bullish. There would have to…
This is what I want to post about $IBRX one day. Hopefully even this year.
I will forever regret not buying more than 108,000 shares of $RKLB at a price of $3.94. The conviction was there. The means available to go big. But I played it safe. When I was CERTAIN of this company's future. Lesson learned. When you've got deep conviction, go BIG.
$IBRX Well done @ImmunityBio !!! You just posted a GREAT PRESS RELEASE ON ANKTIVA APPROVAL IN UK!!! Now the whole world will learn what an outstanding company you are. Some more press releases, and smart institutional investors will start to believe that your stock has…
$IBRX This news was officially published 4 weeks ago. This is still the last piece of news that I see on Stocks on my phone. In my view the company is wasting one opportunity after the other by not publishing PRESS RELEASES when something positive is happening. Approval of…
NOTHING CAN STOP $IBRX ANYMORE. It may take some time, but there is no turning back.
$IBRX two months ago I posted my own revenue estimates for ImmunityBio, which still are more than double of the analysts that are following the company. I still stand by my own numbers for 2Q 2025. The consensus estimates on Tradingview are unchanged. If I am right, we…
10/12 My Revenue Estimates vs. Consensus My estimates far exceed consensus, reflecting $IBRX’s underestimated potential for Anktiva sales The following picture shows my estimates compared to consensus estimates for each quarter of 2025.
If the side effects of this cure for diabetes would include dwindling revenues for Big Pharma, the FDA might not approve it. Or the approval process could take decades. As we have all learned from @DrPatSoonShiong : it’s not a conspiracy if it’s true!
In a major scientific breakthrough, Chinese researchers may have developed a potential cure for Type 2 diabetes — a chronic condition affecting hundreds of millions globally. The treatment works by regenerating insulin-producing beta cells in the pancreas, effectively reversing…