Conviction over time

Sentiment weighted by conviction, oldest to newest — above the line is bullish

Reasoning trail

Every post mentioning IBRX, newest first — the thesis as it was built and revised

• 27 Feb 26

  Lists companies he plans to research over the weekend: IBRX, AAOI, UAMY, LITE, POET, TE, AMPX.

  neutral low post →
• 27 Feb 26

  Asks whether IBRX is preferred over HIMS, questioning a prior comparison.

  neutral low post →
• 24 Feb 26

  Presents what he calls one of the best IBRX theses, describing ImmunityBio's NK/T-cell immunotherapy platform and its FDA-approved ANKTIVA bladder cancer treatment expanding into lung cancer and other tumors.

  bullish high post →
• 21 Feb 26

  Thanks another poster for transparency, says he still needs to research IBRX, and asks since when they've owned LPTH.

  neutral low post →
• 19 Feb 26

  Says he'd never heard of $IBRX before but the chart looks promising, asking whether it's worth a long-term look.

  neutral low post →