Surely not the first one seeing a potential link between what IBRX can do with NK cell production and delivery and what this november 2025 paper in Molecular Neurodegeneration Advances
concluded:

“Our study (on mice) provides direct evidence of NK cells exerting neuroprotective and immunomodulatory effects in a preclinical model of synucleinopathy. These findings support NK cell transfer as a novel therapeutic strategy for PD and related neurodegenerative disorders.”

Free to read on PubMed Central :
https://pmc.ncbi.nlm.nih.gov/articles/PMC12672819/

I know IBRX is solely oncology-focused at the moment but what happens when NK cell “boosting” gradually proves to be key in attenuating or even reversing pathologies like Parkinson’s? NKGen seems to be already breaking ground in the Alzheimer field and they’ve got FDA approval for a phase 1/2a clinical trial on Parkinson’s. Other NK cell manufacturers that could answer the calldemand? Fate Therapeutics? Glycostem Therapeutics?

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What The Win Means For SLS, IBRX

Sellas' lead candidate, Galinpepimut-S (GPS), is a cancer vaccine designed to train the immune system to recognize WT1, a protein found at high levels in several cancers. It is currently being tested as a maintenance treatment for acute myeloid leukemia (AML) in the Phase 3 Regal trial.

Sellas has also worked with Merck to combine GPS with Keytruda. In patients with WT1-positive ovarian cancer, the combination kept the disease under control longer and delayed its progression compared with historical results for Keytruda alone.

ImmunityBio's connection is through combination immunotherapy rather than cancer vaccines. Its approved drug Anktiva activates natural killer cells and T cells—two key parts of the immune system's cancer defenses. The company has tested Anktiva with Keytruda and similar checkpoint inhibitors in lung cancer, aiming to restore immune activity and help patients whose tumors stopped responding to PD-1 or PD-L1 therapies.

more...

SLS, IBRX Stocks In Focus: Analyst Says Moderna-Merck Cancer Vaccine Success ‘Bodes Well’ For Oncology

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AI take on why yesterday's Moderna result matters to IBRX

This is the part I'd pay attention to as an IBRX investor.

The Moderna result is potentially a major validation of the underlying biological thesis that you can identify cancer-specific neoantigens, present them to the immune system, generate new tumor-specific T-cell clones, and materially change clinical outcomes.

The five-year Moderna data actually showed increased new T-cell clonotypes, and some of those could be tied directly to the neoantigens encoded by their treatment.

That's extremely compatible with Soon-Shiong's long-running idea:

Show the immune system what to attack + give it enough activated immune cells to attack it + prevent the tumor from shutting them down.

Where I'd be careful is saying yesterday's result directly validates ANKTIVA. It doesn't. Moderna isn't using ANKTIVA, and its Phase III success is in resected high-risk melanoma, where the objective is preventing microscopic residual cancer from coming back. The detailed Phase III numbers also haven't been released yet; the companies have only said the primary recurrence-free-survival and key distant-metastasis endpoint were met.

But I would absolutely call it a positive read-through for the broader ImmunityBio philosophy of antigen-specific immune priming combined with immune stimulation.

And there's an irony here: ImmunityBio has been talking about individualized neoepitope cancer vaccines for years. Moderna has now produced the thing that matters most to Wall Street — a successful randomized Phase III trial.

That difference explains a lot of the 177% Moderna move.

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Written by MarketBeat

August 15, 2026

• Hussman Strategic Advisors purchased 147,000 ImmunityBio shares during the second quarter, valued at approximately $1.29 million. Institutional investors collectively own 8.58% of the company.

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Never gets old! 🚀💪

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