https://investor.minktherapeutics.com/node/8551/pdf
IL‑15 + iNKT opens up more markets for IBRX
severe pneumonia
ARDS
immune collapse
persistent infections
ICU‑level immunotherapy
These are huge markets that IBRX has not even begun to monetise.
MiNK doing the early work is free R&D validation for IBRX
also video https://x.com/i/status/2057117335966625805
https://x.com/drpatrick/status/2056807673249898949?s=46
saying "the conclusion that the panelists made that papillary disease and CIS disease is the same was based on the BIOLOGY of the origin of CIS and papillary cancer in the bladder: that papillary and CIS cancer arise from the SAME CANCER GENERATING CLONE, and that CIS (flat) is just a different phenotypic evolution into papillary (the raised form and grape like)"
awesome doc
ANKTIVA: 69.7%
Nadofaragene: 53.4%
→ 2× odds ratio advantage
ANKTIVA: 22.1 months
Nadofaragene: 9.7 months
→ 2.3× longer durability
ANKTIVA reduces cystectomy risk by ~60%
→ major quality‑of‑life and cost‑saving benefit
Treatment‑related AEs:
ANKTIVA 61.7% vs TAR‑200 83.5%
This should have rocketed the stock, maybe just need to wait a few days for it to be digested
https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2756114
~20% of adults had clinically significant lymphopenia — not just cancer patients
That means immune dysfunction is widespread, under‑diagnosed, and strongly linked to worse outcomes across multiple diseases.
And what does Anktiva do?
It reverses lymphopenia by expanding NK cells + CD8 T‑cells.
It restores immune competence.
It boosts response to vaccines, immunotherapy, BCG, chemo, and radiation.
This isn’t a bladder cancer story.
This is an immune‑system restoration platform story.
The Market Implication: The TAM Is Enormous
If 20% of adults show lymphopenia at any given time, the potential market is staggering.
Even if only 1% of these individuals are clinically relevant candidates for immune restoration:
👉 11 million potential patients
At even a $1,000–$5,000 per‑course immune‑restoration therapy:
👉 $11B–$55B TAM
And that’s before adding oncology.
are you staggered yet ? 😁
Mcgill university have seen the light https://medicalxpress.com/news/2026-04-unleashing-natural-killer-cells-cancer.html they are pursuing il-2 i believe, but immunity bio is light years ahead imo
also worth noting huggenbergs comment on il-2 in his new immunotherapy2.0 treatise "However, unlike IL-2, IL-15 does not trigger activation-induced cell death or Treg cell proliferation, making it more suitable for cancer immunotherapy" btw you can like and subscribe here as they say https://huggenberg.substack.com/p/fundamentals-of-immunotherapy-20?triedRedirect=true
Anktiva for lymphopenia should be there, and it should be there for a whole host of other disease
the uptrend is intact, the company continues to execute incredibly well to go with the incredible data they have and are accumulating, its all good
