IMMX Immix Biopharma Inc

$IMMX Look at who ran this deal. IMMX had cash into mid-2028, so it had no need to raise. Yet it dropped the whole MS-led syndicate that had done its last two raises and handed 100% of the fees to J.P. Morgan, a bank with no history with the company. One week later, IMMX gets its first-ever invite to present at the JPM Healthcare Conference in January, the week when big pharma does its dealmaking. Wellington, Janus and Ridgeback took $125M at $11. With runway now into Q1 2029, no partner can lowball IMMX on the claim that it needs money. Put together, this looks to me like a company getting its house in order before strategic talks: licensing, a partnership, or more. That’s my read and I could be wrong. The prospectus gives no hint of a deal, and the CFO says the cash funds the launch on its own. Either way, the data hasn’t changed, and today’s price is the one the market set under offering pressure. GL All

$IMMX Looked at who Immix has actually hired for the BLA. Stronger than the deck lets on. * Karin McIntosh, SVP Head of Regulatory, joined October 2026. Came from Orca Bio where she delivered the TREGZI priority review BLA, ran every FDA meeting including pre-BLA, CMC potency and facilities, and prepared the site for PAI through mock inspections. Fifteen years in Regulatory CMC before that at Stemline, PTC, Merck and Pfizer. * Oleg Evgrafov, Head of Quality, joined August 2025. Came off a BLA submission, FDA acceptance and a completed pre-license inspection at Capricor. * David He on Technical Ops ran the CMC org that got equecabtagene approved at IASO, a BCMA CAR-T, and before that built Legend's TechOps from zero through cilta-cel site qualification. Between their two BCMA CAR-T approvals and two completed PAIs, they’ve built a leadership team that leaves nothing to chance, ensuring investors peace of mind over the road to approval.

$IMMX Hard to be long term in biotech, but fairly certain the stock will be over 12 within 30 days. Data is solid. Ride it put team.

$IMMX IMMX was rescued by a woman who organized a strategic investment for IMMX. She sold a biotech company before and got rich. She used her connections at JP Morgan to help finance IMMX 3 times. There are a few very important hedge funds that have participated in the 3 offerings. IMMX will be sold. Just a matter of time over $70 per share.

$IMMX Well, while the stock went from 15 to 8, here's what the people with the most information did. BlackRock crossed 5% and filed a 13G as of September 30, up 51.8% to 4.54m shares. Eventide, Janus Henderson, Ridgeback and Wellington put $125M in at $11.00 after seeing the 45 patient data under NDA. The stock is now roughly 27% below where they committed. And short interest was flat through mid September, 9.617m to 9.622m. So the selling wasn't shorts building a position. It was long holders taking profits after a 79% August run in three weeks. Nothing in the data changed. 89% CR, IRC adjudicated, no relapses, zero neurotoxicity.

$IMMX $KYTX look at the list of big and famous funds invested in IMMX: • Jupiter Topco LLC: ~9.78 million shares (~14.02% ownership, valued around $100.08M) • Janus Henderson Group PLC: ~4.80 million shares (~6.88% ownership, valued around $49.12M) • Saturn V Capital Management LP: ~4.66 million shares (~6.67% ownership, valued around $47.66M) • Eventide Asset Management, LLC: ~3.89 million shares (~5.58% ownership, valued around $39.81M) • State Street Corp: ~3.00 million shares (~4.29% ownership, valued around $30.66M) • BlackRock, Inc.: ~2.99 million shares (~4.28% ownership, valued around $30.59M) • Deep Track Capital, LP: ~2.78 million shares (~3.98% ownership, valued around $28.39M) • Vanguard Capital Management LLC: ~2.51 million shares (~3.59% ownership, valued around $25.65M) • Opaleye Management Inc.: ~2.35 million shares (~3.36% ownership, valued around $23.99M) • Millennium Management LLC: ~2.07 million shares (~2.96% ownership, valued around $21.14M)

$IMMX From a shareholder standpoint, the frustration is obvious. Everyone waited for the data, got the data, then instead of "BLA imminent," the timeline moved out. Even if the reason is ultimately positive, the market tends to punish delays first and ask questions later. The timing is what catches my attention. We now have completed enrollment, strong NXC-201 data, institutional participation in the offering, and upcoming visibility at JPM. If you're a larger pharma company evaluating the asset, this seems like an attractive stage: efficacy largely demonstrated, regulatory path becoming clearer, and time to capture much of the future upside. The market seems focused on dilution. I'm more interested in why they chose to raise when they weren't backed into a financing corner. Why reduce financial risk? Why voluntarily delay BLA? What looks like dilution and delays today may end up looking like strategic preparation. Strategic negotiations or a more persuasive BLA. Onboard either way. GLTA

$IMMX Value investing at its finest. They hold 34% of their market cap as cash money. Average up, average down, get in, or just watch...I don't care...but, it's a no brainer IMO.

$IMMX As someone with 300 call options (that's 30,000 shares) expiring this Friday OTM, you'll not hear me crying about the PPS being cratered by the financing deal...and I'd have had a BIG WIN instead of a big loss if it hadn't been done. I'm a big boy and made a big bet and lost...so what? I'm with Fosco in my optimism for my 20,000 remaining shares and I KNOW I'm going to be a happy man come April...probably before. It's hard to understand people pissing and moaning about a an investment in a company with a likely 98% CURE RATE! So don't complain about financings and shorts -- thank them for this PPS, AND BUY MORE!! You're getting a gift! Ivorthedriver

$IMMX im up 1000% looking forward to 2000. I'm not going anywhere . Remember.. Data first - structure second - price last. This is a 100% winner and most know it. Accumulate as many shares that you can get. Focus on buying opportunity right now . Don't be fooled. people want your shares. As cheap as they can get them. We will reclaim $10 soon. The fight will be $10 to 11.50. Once that breaks the path back to 15 becomes easy.

$IMMX Lots of bitching and moaning on this board lately. Grow up! Management had their reasons for an offering and they’ve never, not once, disappointed with the capital they’ve raised. You and I might not know their intentions at this moment, but it will be clear at some point. If you can’t handle the swings perhaps move on or sell and try to buy back cheaper. I have no time for complainers. The data was stellar, they’ve never missed a deadline, analyst price targets mich higher than current price and rising. Boohoo

$IMMX Had a strong close on Friday AH. But SI did increase. I have no idea where the SP goes in the coming weeks, but im long and buy into dips.

$IMMX "We have cash on hand to fund all the activities we have covered today, which includes relapse refractory NEXICART-2, BLA submission, and commercial launch, all the way through mid-2028, assuming no revenue at all. And also funding the frontline trial." This statement here from Gabe Morris (the fucking CFO for cryin' out loud) at the MS love-fest is why I got head-faked and bought calls on 38,000 shares for October. W/O the dilution, this would have SOARED! If it's still at this PPS in 10 days...I'm down ~$100,000. I got the news I expected, but the LAST thing I expected was a fund-raising dilution to go along with it. Ah, well.... All the best, Ivorthedriver P.S. Don't cry for me...I still have 20,000 shares, too. It just means I'm back in the truck this Winter instead of retired.

$IMMX You mean IMMX isn’t a sure thing? From reading the comments on here one would think that

$IMMX Very good biotech company, impressive results, well capitalized. Today you pay $8,50 for what big pockets has paid $11 few weeks ago. This drug NEXICART-2 could be use to treat the first line (NEXICART-3). No relapses have been observed among patients reaching CR or MRD negativity, it's fascinating. I think when the NDA will be submit to the FDA a buyout will happen.

$IMMX I'm upset. Very upset. This badly timed offering instantly killed the fantastic interim results. From $ 15 to $ 11 before offering, and then another push down to $ 8.8. I know this is part of the game but big boys always screw us retails. Very painful to watch this endless drop since $ 15. The interim results ( 89 % CR, heading to 100 % in a few weeks ) should've propel this gem to new all time high well above $ 15. I'm pissed with this offering.

$IMMX Johnson is most likely to buy IMMX. Johnson has the worst safety data that makes it unlikely to get FDA approval.

$IMMX Just bought 50. Feb. 10 calls for $1.75 I gotta have SOME extra skin in for after the JPM show in January. All the best, Ivorthedriver

$IMMX well they sold 150 mill to institutions recently … clearly these aren’t concerned they will make it

$IMMX this is going to be a buyout situation and 100$ a share I’ve been an investor since 2020 and my average is below 1.3. I continue to buy even at these levels.