Dr. Patrick Soon-Shiong. Read what reader David Din @DavidDin wrote…
“Every once in a lifetime, a company emerges seemingly out of nowhere that not only redefines its industry but also becomes its new market leader. The old leaders are relegated to becoming “also participating in this industry”. We saw it 30 years ago with Amazon, 20 years ago with Tesla, and recently with Palantir. And now we’re seeing it for the first time ever in the pharmaceutical industry with
While pharma companies have traditionally focused on treatments for specific illnesses, ImmunityBio went another way. They believed your body can heal itself from most illnesses if your immune system works fine. They realized that when your immune system fails, it opens the door to serious illnesses like cancer, HIV, sepsis, pneumonia—you name it!
So they developed therapies to supercharge the immune system, starting with cancer but with the potential to tackle nearly every disease. Like Amazon, which began with books and now sells everything, IBRX is starting with cancer but could cure almost everything.
Amazon, Tesla, and Palantir had sky-high valuations early on and grew into them. Yet ImmunityBio, with its revolutionary approach, still sits at a laughably low valuation—barely scratching $2B when it should be at least $10B by now. The stock has just now broken a multi-year downtrend and is finally starting its multi-year move upwards. And let’s talk leadership. Palantir has rockstar CEO Alex Karp, but pharma has never seen a visionary like
. He’s the only rockstar CEO in pharma history, blending science, strategy, and bold bets to redefine medicine. Palantir, founded in 2003, took nearly 20 years to dominate software and AI.
ImmunityBio, founded in 2014, carries Dr. Soon-Shiong’s lifelong vision to revolutionize healthcare. Just as Amazon left Barnes & Noble in the dust, IBRX could outpace pharma giants like Pfizer, Roche, Johnson & Johnson, and Merck, relegating them to mere participants in a new era of medicine. IBRX isn’t just a company; it’s the future of healthcare.
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