C Dean Schell @Dean_Schell

Freedom’s post edited to half the words with all the info. You’re welcome. $IBRX For nearly 20 years, Dr. Patrick Soon-Shiong has been assembling what could become a next-generation cancer treatment platform. Until now, one major piece was missing: AI capable of designing precision-targeting antibodies. This week, he announced he built it. NantSearch is an AI platform designed to create tiny nanobodies that can bind cancer targets conventional antibodies often can’t reach. Instead of relying on months of animal-based antibody development, the goal is to design candidates computationally in days. But targeting alone doesn’t kill cancer. ImmunityBio already has the other half: ANKTIVA, which activates natural killer (NK) cells—the immune system’s first responders. Think of it this way: NantSearch identifies the target; ANKTIVA and NK cells attack it. One provides the eyes, the other the muscle. A key distinction: NantSearch belongs to NantBio, not ImmunityBio. Public shareholders own ImmunityBio’s therapeutic platform—not the AI engine. Patrick Soon-Shiong controls both. It’s important to stay grounded. ANKTIVA currently has a limited approval in bladder cancer, and NantSearch has yet to prove itself in the clinic. No fully AI-designed drug has been approved anywhere. Still, the strategy is compelling: instead of relying on Big Tech’s AI to design tomorrow’s cancer therapies, Soon-Shiong is building an end-to-end platform that combines AI-guided targeting with an FDA-approved immune activation technology. Now the science has to prove the vision.

The future of targeting any protein in the human body. AI driven identification of these unique camelid nanobodies coming soon from NantBio. NantSearch - The AI driven antibody search engine for diverse "Nantibodies". The power of evolution. Watch this video for a basic understanding of Nanobodies youtube.com/watch?v=p1nrzE…

Dr. Pat Soon-Shiong @DrPatrick

a month ago

So here we go …the year of the fire horse and reveal of 15 years of exciting execution of ..”imagine if ….” Over the next few months I will reveal the breakthrough technologies we have been developing in stealth mode at NANTWORKS ( over a dozen privately funded companies with

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The data continues to accumulate that ALC matters. The NK and T cells in the tumor microenvironment completely correlates with survival. Our lung trials are being written to address this. cancernetwork.com/view/journal-t…

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Hey @grok when does $IBRX stop being a biotech story and become a commercial growth story?

Going long and staying long on IBRX has been an incredible learning experience for me. Having significant skin in the game this close to retirement has kept me focused on the landscape surrounding Anktiva and other emerging cancer therapies, as well as the regulatory, political, and commercial forces that influence how new treatments reach patients. Since making my investment, I realized that the path forward is to generate real-world data in international markets where patients can gain access to promising therapies more quickly while valuable clinical evidence continues to accumulate. Over time, I have watched Dr. Pat pursue more of this global strategy, and I have become increasingly aligned with that vision, particularly regarding the potential applications for lymphopenia and sepsis. I remain fully invested and confident in the company’s direction as long as Dr. Pat continues to lead it. Financially, I am already up more than 3X on my original investment, yet I believe we are still in the positioning phase and the sky is the limit. The real inflection point, in my view, will come as manufacturing capacity expands, international market access grows, and real-world data begins flowing from a broader patient population. The infrastructure is being built. The markets are being identified. The pieces are moving into place. Time will tell, but I believe the foundation for something much larger is being laid. It is a shame that the US FDA will have to be overwhelmed by the obvious successes of Anktiva before it will broaden the applications available for it in the US, but it will happen. Traction and success in the foreign markets will fund Immunity Bio’s long trek through the FDA gauntlet. Shameful. But IBRX will survive and prosper. Lives will be saved. I’m banking on it.

An important paper in the next chapter of orchestrating the complex machinery of our immune system is the B cell and the immense diversity of antibodies. The paper describing this next step will be published in June and I will then commentate dots as to why IL-15 is the backbone to this orchestration..from NK cells, to T cells, to memory T cells and now to B cells and memory Antibodies. The Nant quest of understanding the complex immune system ..30+ years and still learning!

$IBRX An elephant should be a cancer factory. It carries roughly a hundred times more cells than you do and can live past seventy, and any one of those cells can turn cancerous. By the raw math it should be dead of a tumor long before it ever grows up. Instead, elephants get cancer far less often than a body that size has any right to. When scientists finally found the reason, it was almost funny: where you carry a single copy of the master gene that catches a cell turning traitor, an elephant carries twenty. Evolution didn't make it cancer-proof. It just gave it more guards. You can't bolt twenty copies of a gene into a person. But each of us is born with our own set of living guards: the immune system. Its job is to find the one cell that has turned traitor - hiding in plain sight among tens of trillions of healthy ones - mark it, and send in the killers before it spreads. When it works, you never even know you had cancer. Find it, mark it, kill it. That is the entire game of beating cancer. For all of history, the only thing that ever played that game was the immune system you were born with. That is changing now. A race is on to build the hunt on purpose - to find, mark, and kill cancer on command - and two very different contenders have entered it. One the whole world is watching: the most powerful companies on earth, now turning their AI loose on biology. One almost no one is: a lone doctor who has spent the better part of two decades quietly assembling the entire machine - and who, just this week, reached for that same AI himself. THE PLAYERS NOBODY EXPECTED Start with the ones nobody expected to see in a cancer fight at all: the architects of the artificial intelligence now reshaping the world. You already know this AI - it drafts our emails, does our kids' homework, and can pass the licensing exam a doctor takes. The people who built it have spent more than a decade quietly deciding that biology is the real prize. And lately, they have thrown everything at it. Once you see what they are aiming all that intelligence at, and the one thing not one of them has, you can't unsee it. And that one thing is the strange heart of this whole story. Everyone assumes the trillion-dollar AI companies will take cancer the way they took search and chat: biggest models, deepest pockets, game over. But there is one piece of this they cannot code - and cannot buy in a hurry. So let's lay the board out the way it actually sits. WHAT'S SETTLED, AND WHAT'S STILL A RACE You may already know the shape of the problem. The immune system runs two guards: T cells kill any cell flashing a cancerous ID badge; NK cells kill any cell that hides its badge to dodge the first guard. Between them, almost nothing should survive. And yet a few cancer cells learn to evade both at once - and slip through. They go quiet, wait, and months or years later grow back. That is a major route to recurrence: not new cancer, but survivors of the first fight coming back changed. Anyone who has watched a "clear" scan turn back into a diagnosis knows it is the cruelest part of the disease. That part is settled. The part still up for grabs is the targeting: a third way to mark the cell that got away - one that does not depend on the badge at all - so a killer can find it no matter how it is disguised. THEY ALL POINTED AT THE SAME BATTLEFIELD Ask the people building the world's most powerful AI where they would put their money, and they keep naming the same place. Demis Hassabis, who just won a Nobel Prize for AI, says we may "cure all disease" within a decade. Jensen Huang of NVIDIA: for the first time in history, "biology has the opportunity to be engineering, not science." Bill Gates: if he were starting out today, one of his three fields would be the biosciences. Mark Zuckerberg is pointing the bulk of a 200-billion-dollar philanthropy at "AI-powered biology." And Dario Amodei, the CEO of Anthropic, asked point-blank for a single stock to pick, refused to name a company - and named the industry instead: biotech, "about to have a renaissance, ultimately driven by AI." And none of this is new. Google started an anti-aging company back in 2013. Zuckerberg pledged to help cure all disease in 2016. Gates named the biosciences as a field to build a life around in 2017. They have been walking toward this for more than a decade - and in the last two years they broke into a run. The finest targeting engineers alive have all turned their eyes to the same battlefield: the human body. THE TARGETING COMPUTER Here is what they are all racing to build: the perfect targeting computer. The word "painter" comes from the battlefield. Before a precision strike, someone has to "paint" the target - mark it exactly, usually with a laser - so the weapon knows precisely where to hit. In cancer, the painter is a molecule that latches onto a tumor cell and lights it up: hit this one. Build a better painter, and you can mark targets the body's own guards can't even see. For sixty years, designing that painter meant trial and error at a lab bench. Then in 2020, Google's AI learned to predict the exact three-dimensional shape of a protein - the folded origami knot that decides what a molecule does and what can grab onto it. A puzzle biologists had chased for half a century, cracked almost overnight. The AI had learned to see the lock. And once you can see the lock, you can design the key - the painter - on a screen, before you ever touch a test tube. That is what these giants are pouring billions into: a machine that designs better and better painters - precise molecules built to hit any target they are aimed at. The most precise targeting computer in the history of medicine. But staggering as it is, a targeting computer has one fatal limit. WHAT A PERFECT PAINTER CAN DO ALONE Nothing. A mark on a tumor is just a mark until something in the field answers it. You need a strike force on the ground that will act on the paint. And you need clearance - permission to run the mission inside a living human being, not just war-game it on a screen. The AI giants have built the most beautiful designators ever made, and own no strike force. Not one of them has ever been cleared. Add up Google, OpenAI, NVIDIA, Anthropic, Meta - and the number of medicines they have gotten approved and into a patient is zero. They paint. Then they hand the coordinates to someone else. THE HALF EVERYONE SKIPS Painting is the part that photographs well. The strike force is the part that takes most of a career and breaks most people. Because answering a painted target inside a living body is brutally hard. You need killer cells that will actually go where they are marked. You need to keep them awake inside a tumor engineered to put them to sleep. You need to grow them, manufacture them, prove they are safe, and convince the FDA to let you put them into a human being. That is the unglamorous half. And it is the half @DrPatrick has spent the better part of two decades building, while everyone else stayed busy watching the AI models dazzle. WHAT THE DOCTOR ACTUALLY HAS Soon-Shiong owns every part the giants skip. Four pieces, built over twenty years, that lock together into one machine. Here is each, plainly. The painter: an antibody he calls the Nantibody. An antibody is a Y-shaped protein that clamps onto one target and waves a flag from its tail - the chemical signal for kill this. His borrows a trick from camels and sharks, whose antibodies are a fraction of the size of ours - small enough to reach handholds on a cancer cell that big human antibodies cannot. The strike force: natural killer cells, the same second guard from before, engineered to carry an extra-strong version of their natural grabbing receptor, CD16, which locks onto the painted flag and destroys the cell wearing it. His are off-the-shelf, grown from a master line - a standing army, not a unit built one patient at a time. The fuel: IL-15, the molecule that wakes those killer cells and drives them to multiply inside a tumor built to starve them. It is sold today as the approved drug ANKTIVA. The clearance: the credential not one of the giants holds. FDA approval, earned not once but twice - the chemotherapy Abraxane two decades ago, and ANKTIVA today. And then, this week, he reached for the fifth piece - the giants' own weapon. He says he has begun turning AI modelling onto his painter. "The next evolution of antibody drug development is happening," he wrote, and "what I see together with AI modelling is stunning." Be honest about that line. "Stunning" is his word, not a result - no molecule, no data, no product yet. He is reaching for the giants' AI, not claiming he has out-built them at it. But sit with the shape of it: the one man already holding the painter, the strike force, the fuel and the clearance is now reaching for the targeting computer too. THE WHOLE STRIKE, IN PLAIN ENGLISH Now watch the pieces run as one operation. A cancer cell has slipped both guards and gone into hiding. The AI studies it and designs a painter sharp enough to find it - the part the giants do better than anyone alive. The painter slips in and lights the hidden cell up: hit this one. The strike force - the killer cells, already on the shelf, no weeks lost building them for a single patient - reads the paint, closes in, and destroys it. The fuel keeps them awake and multiplying, so they run down every last cell that tried to slip away: the cells that, left alone, come back months or years later as recurrence. Most of this machine is still being proven in trials - but the fuel that powers it, ANKTIVA, is already FDA-approved and in patients today. So this is not a war-game on a screen. It is a strike with at least one piece already cleared to run inside a living human being - which is one more than every trillion-dollar lab in this race can claim. That is the whole machine: design the paint, mark the target, send in the strike, keep it fueled - and, the part no one else can do, carry it all the way into a patient. WHAT THE ANTHROPIC CEO ACTUALLY POINTED AT Remember Dario Amodei, the Anthropic CEO who would not name a single company and pointed at biotech instead? Watch what he named when they pushed him on which part. Not an AI model. A cell therapy - CAR-T, "where you genetically engineer cells" to hunt cancer. Sit with that. The CEO of an AI lab, asked to make a bet, pointed at engineered killer cells. The strike force. The exact layer his own company does not build. CAR-T works - there are approved CAR-T drugs. But its strike force has to be hand-built for one patient at a time: you harvest that person's own cells, re-engineer them, grow them, and put them back, over weeks, for around half a million dollars - and it can turn friendly fire on the body it is meant to defend. The NK strike force Soon-Shiong is building is the off-the-shelf answer to all three: a standing army instead of a bespoke unit, ready on the shelf, designed to answer the paint without the friendly fire. The honest caveat, because we always give it: that standing army is newer and less battle-tested than CAR-T. It is the more scalable approach, not yet the more decorated one, and it is still investigational. But the direction is exactly where an AI titan just pointed. THE BOARD IS NOT EVEN Let's not pretend it is. The giants have tens of billions and the best minds money can hire. Soon-Shiong has a small fraction of that, and plenty of people who have written him off. On money, it is not close - the giants win it walking away. But on the one thing money cannot quickly buy - a cancer medicine that is actually approved and reaching patients today - he wins just as easily. THE STANDOFF So here is where it actually stands. The trillion-dollar AI giants have built the finest targeting computers ever made - and have no one to run the mission. Soon-Shiong has the whole operation - painter, strike force, fuel, clearance - and is now reaching for their targeting tech too. Which leaves the question almost nobody is asking yet: do the giants race him, or hand him the targeting computer for the mission they could never run themselves? Genius was never the bottleneck, and models do not save lives - action does. And the man with the least money in this race is the only one who has already done the thing that counts: he has gotten a medicine to a patient. Evolution handed the elephant its extra guards the slow way, over countless generations. This is the first time we have tried to build ours on purpose - in a single lifetime, by hand. Everyone is learning to paint. One man can paint and run the strike.

The next evolution of Antibody drug development is happening. Spent the last week getting a deep insight and what I see together with AI modelling is stunning.

As I scan the literature, I continue to be amazed of how far back the realization that the immune system matters regardless of the tumor type and that with loss of T and NK cells, survival is so significantly reduced. Here is a paper since 2012 that states, "These patients could be proposed for specific treatment approaches, including innovative strategies for immune restoration." Just imagine if such an approach was available. sciencedirect.com/science/articl…

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On with @ChrisCuomo soon. @AfricaCDC Leadership under Dr. Jean Kaseya is being highly proactive both in Congo and Uganda to address this crisis and patients with severe illness. Will discuss a universal finding of immune collapse with ebola and sepsis. @NewsNation

Dr. Pat Soon-Shiong @DrPatrick

3 weeks ago

Had a great discussion with @AfricaCDC and @MWayengera. Clinicians and scientists must come together to resolve this crisis. Discussing this with @ChrisCuomo today. Africa CDC is taking leadership in addressing Ebola crisis as urgently as they can. Agree this is what is called

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Had a great discussion with @AfricaCDC and @MWayengera. Clinicians and scientists must come together to resolve this crisis. Discussing this with @ChrisCuomo today. Africa CDC is taking leadership in addressing Ebola crisis as urgently as they can. Agree this is what is called leadership.

Misaki Wayengera @MWayengera

4 weeks ago

Now this—is what is called leadership. We expect the most developed countries of the world not to run from, but confront head-on, the complex situations that humanity faces. The outbreak of BDBV should bring humanity together, not tear it apart. africa.businessinsider.com/local/lifestyl…

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@DrPatrick Now you’re cooking, Doc. (Ok, you’ve been cooking in my mind since I caught on a year ago.) This is the way forward in giant steps until these regulatory single use cancer speed bumps get removed, or at least reduced. Keep pressing. We’re with you!

Connecting the scientific dots. Please note that we are in the planning clinical trial stages to address lymphopenia and it IS NOT APPROVED as a therapy. IL-15 is the molecule we are discussing here. So connecting the dots: 1. 2007 workshop by NCI ranking IL15 as the number one ranked molecule since it is a T CELL GROWTH FACTOR. sitc.sitcancer.org/news/nci_manus… 2. When you age, or when you have infection or cancer your T cells decrease, sometimes to dangerous levels... that’s called lymphopenia. 3. The diagnosis of lymphopenia is EASILY made with a routine blood test performed millions of times everywhere in the world with what is called a CBC differential and the measurement is the “Absolute Lymphocyte count” or ALC 4. Zidar et al., 2019 (JAMA) including authors from Cleveland Clinic, Duke, Case Western reported that 20% suffer from Lymphopenia. Worse, these authors showed ~2x higher probably of dying earlier when you have severe lymphopenia... dying from what they report as “all causes” jamanetwork.com/journals/jaman… 5. Today I receive a paper in press 28 May 2026 entitled "First-week absolute lymphocyte count dynamics and 28-day mortality in older adults with sepsis". The author's stated, "Sepsis is now understood not only as hyper inflammation but also as a state of prolonged immunosuppression." link.springer.com/article/10.118… Amazing and timely paper. I do not know these authors but I look forward to meeting them. It seems that doctors in Turkey get it and clinical trials are needed to confirm that treating lymphopenia could reduce mortality. 6. I must emphasize that to date, there is NO drug approved to treat lymphopenia and our goal is to initiate clinical trials to confirm the hypothesis that by treating lymphopenia we have the potential to improve mortality in patients with sepsis. The results of increased mortality in the findings reported in today's paper are striking. Imagine the cost savings if we could reduce the ICU and hospital length of stay. Table 6 shows 10 days more in the ICU with lymphopenia and 12 days more in the hospital with significant increase of death in Figure 3

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So here’s a clue From Nanobodies to Nantibodies. The goal: ADCC and ADCP I know that’s a foreign language but I’m sure many will figure that out..the future of antibody targeting

Dr. Pat Soon-Shiong @DrPatrick

4 weeks ago

Ever wonder why camels, Lammas, sharks and whales don’t often get cancer??? Evolution in motion ..our next frontier

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Ever wonder why camels, Lammas, sharks and whales don’t often get cancer??? Evolution in motion ..our next frontier

@bluefinsashimi @ImmunityBio That dawned on me a couple of weeks ago and I stopped loaning my shares. Every little bit helps, I suppose. I feel better about it anyway.

@DrPatrick Keep pushing, Doc! We are with you!

So what is next on the NantWorks platform as we emerge from 15 years of stealth. Remember Diabetes? Remember Abraxane..albumin bound paclitaxel. Well imagine Albumin linked GLIP-1 at one tenth of the dose? This is the program now nearing completion at Nantworks and trials completed ex -USA. Will share news over the next 6 months

Dr. Pat Soon-Shiong @DrPatrick

a month ago

So here we go …the year of the fire horse and reveal of 15 years of exciting execution of ..”imagine if ….” Over the next few months I will reveal the breakthrough technologies we have been developing in stealth mode at NANTWORKS ( over a dozen privately funded companies with

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@DrPatrick Come see me in Alabama, Doc. We aren’t as fiscally pure as we should be but the we are a place you can grow things without being punished for it. You need to scale in places that don’t work against you. Alabama will surprise you!

Here's the Lynch syndrome paper from NCI. The trial is supported by the Cancer Prevention—Clinical Trials Network (CP-CTNet), a grant-funded network from the National Cancer Institute’s (NCI) Division of Cancer Prevention (DCP) that performs early-phase cancer prevention clinical trials. This trial represents the first cross-network trial performed by all five grant recipients and their affiliated organizations, at a total of 16 study sites. As stated by the authors: "Our trial employs a vaccination strategy that addresses common reasons for vaccine failure by targeting multiple antigens, using a proven adenoviral delivery system, and studying an immune-competent high-risk population without active cancer." frontiersin.org/journals/immun…

Dr. Pat Soon-Shiong @DrPatrick

a month ago

As predicted in our Nant Cancer vaccine patent. Most excited to see the readout of the Lynch Syndrome trial to prevent cancer. 2 year follow up coming by next year. NK cell stimulation happening so far.

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