Added to YB: 2025-12-11
Pitch date: 2025-12-09
IMMX [bullish]
Immix Biopharma, Inc.
+7.61%
current return
Author Info
Anders Research shares equity research primarily focused on micro/small/mid-cap biotechnology. We follow companies with mechanistically differentiated approaches to large market opportunities, with special focus in neuroscience. Sign up for the newsletter.
Company Info
Immix Biopharma, Inc., a clinical-stage biopharmaceutical company, engages in the development of chimeric antigen receptor cell therapy in light chain Amyloidosis and immune-mediated diseases in the United States and Australia.
Market Cap
$206.5M
Pitch Price
$6.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
-8.12
P/E
-7.91
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Immix Biopharma: Thesis Playing Out and Clear Path Ahead; Thoughts on Valuation and Competition
IMMX: CAR-T NXC-201 shows 95% CR rate in AL amyloidosis w/ superior safety vs competitors like Carvykti. One-time 'curative' therapy for 30k underserved patients. BLA mid-2026, approval early 2027. $700M+ peak sales potential vs $250M EV. Recent $100M raise removes funding risk. Competition from BiTEs/in-vivo CAR-T longer-term concern.
Read full article (11 min)