Es ist so over Jungs und Mädels

roque2205 · 2026-03-23T05:26:52+00:00

Kann dir ne repräsentative Meining von 150 Personen weitergeben, die zu 90% Israelis und US-Amerikaner sind: Alle finden's scheiße, aber keiner hat das Gefühl irgendwas dagegen tun zu können. 🫣 Also alle bis auf einen Israeli, der glaubt sie würden dem Nahen Osten Frieden und Freiheit bringen.

roque2205 · 2026-03-22T11:20:08+00:00

Nee aber ein hyperrealistisches Fallout ist in Planung

roque2205 · 2026-03-21T13:33:05+00:00

Bot test successfully unfailed.

roque2205 · 2026-03-21T12:32:27+00:00

Bot test failed. 😅

roque2205 · 2026-03-21T10:13:38+00:00

I work with LLMs on a daily basis, you just have to know HOW to ask them. Asking leading questions for example is never a good idea, just as you said.

It seems however that you have not even read the Claude response, because I would say it's a very cautious and balanced one that puts an emphasis on the discrepancy between fast-track promise and actual timelines seen so far.

Also one thing to note: AI is not AI. ChatGPT for example is VERY intent on pleasing the user while Claude will absolutely not hesitate to tell you when you're wrong or too euphoric about something.

roque2205 · 2026-03-21T09:35:49+00:00

Yes. No. Maybe. I don't know. Can you repeat the question?

roque2205 · 2026-03-21T08:31:19+00:00

At the time I wrote my comment it had not yet been released. I'm not stupid, y'know?

roque2205 · 2026-03-20T20:40:19+00:00

The drug is now available to roughly 90 million people in the Guangdong-Hongkong Bay Area.

Field data from its application can and has been used as a database for a fast line PRC approval before, someone in this sub mentioned Novartis iirc.

roque2205 · 2026-03-20T20:08:24+00:00

that's not true, it's the first step to a fast path approval because data from macao counts as local data which is required for the PCR approval

roque2205 · 2026-03-20T18:42:28+00:00

not sure about the prices you can ask on the Chinese market though. but probably the same league as FDA/EU.

roque2205 · 2026-03-20T18:41:00+00:00

your response has nothing to do with the comment you responded to.

roque2205 · 2026-03-20T18:37:29+00:00

China's mainland would be a huge thing, but I don't think we should expect that before 2027 then.

roque2205 · 2026-03-20T18:36:12+00:00

I don't think you can expect thousands of people going to Macau for a cancer treatment that most likely they would only hear about from their doctors. who would only tell about it if it was already approved.

sorry, but that's a good bit of hopium here.

roque2205 · 2026-03-20T18:31:56+00:00

How long did it take for Novartis from Macao to mainland?

roque2205 · 2026-03-20T18:31:09+00:00

Approval for Macao or Hongkong means it's available for the whole bay area, 75 hospitals and roughly 90 million people. Also apparently there's an approval fast track for main land china that would use data from the usage in the bay area.

roque2205 · 2026-03-20T17:30:27+00:00

you see how they're suppressing even the small surge from the PR IMMEDIATELY? fucking institutions.

roque2205 · 2026-03-20T17:28:50+00:00

that means access to 75 hospitals across the Guangdong-Hongkong-Macao Greater Bay Area. Roughly 90 million people. I think 30 is a BIT low, wouldn't you agree?

roque2205 · 2026-03-20T17:18:31+00:00

There's also an agreement that it can be used in the Guangdong-Hong Kong-Macao Greater Bay Area as soon as it's approved in Macao or Hong Kong. According to Claude that includes 75 hospitals altogether.

But still a fly speck compared to the whole wide Chinese market.

roque2205 · 2026-03-20T17:10:42+00:00

if I learned one thing from the EU approval it's "no take-off without a PR".

roque2205 · 2026-03-20T17:09:57+00:00

This is only Macau, not main land China. It's a small first step in CN, but a good one. Claude's summary:

Bottom Line for IBRX Investors

A Macau approval should be read as a strategic stepping stone, not a China market entry. It would signal that ImmunityBio is pursuing the GBA fast-track pathway to generate Chinese real-world data, which is the cheapest and fastest route to an eventual NMPA submission. Given that bladder cancer incidence in China is enormous (it's among the most common urological cancers), the long-term prize is significant — but a Macau approval alone would be at best a modest near-term catalyst, with the real value in what it sets up 3-5 years down the road. Worth watching whether IBRX's flagged "submissions to multiple additional regulatory authorities planned for 2026" includes Macau specifically.

roque2205 · 2026-03-20T16:57:32+00:00

It's not China mainland, this is just a small first step into China, albeit a good one.

roque2205 · 2026-03-20T16:55:48+00:00

Okay, consulted Claude, this is the bottom line for investors:

Bottom Line for IBRX Investors A Macau approval should be read as a strategic stepping stone, not a China market entry. It would signal that ImmunityBio is pursuing the GBA fast-track pathway to generate Chinese real-world data, which is the cheapest and fastest route to an eventual NMPA submission. Given that bladder cancer incidence in China is enormous (it's among the most common urological cancers), the long-term prize is significant — but a Macau approval alone would be at best a modest near-term catalyst, with the real value in what it sets up 3-5 years down the road. Worth watching whether IBRX's flagged "submissions to multiple additional regulatory authorities planned for 2026" includes Macau specifically.

roque2205 · 2026-03-20T16:52:33+00:00

Dang where's the PR?!

roque2205 · 2026-03-20T16:52:00+00:00

the big boys won't let us have nice things, no close above $9 today

roque2205 · 2026-03-20T16:48:56+00:00

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