Feb. 2 at 1:02 AM
$IBRX the relationship between GlobeImmune (
$GBIM) and ImmunityBio (
$IBRX)
ImmunityBio (via NantCell) is the majority shareholder of GlobeImmune. Dr. Pat acquired a massive stake in 2017 to secure the Tarmogen® platform, which uses heat-inactivated yeast (S. cerevisiae) to stimulate T-cell immunity.
The Tarmogen technology is now a key pillar of the "BioShield" vaccine strategy. Unlike traditional vaccines that rely on antibodies, Tarmogens activate cellular immunity, which is essential for killing tumors and clearing chronic viral infections like HIV.
This is the "crown jewel" of the GlobeImmune portfolio. It targets the KRAS mutation, which is present in 90% of pancreatic cancers and 30-50% of colorectal and lung cancers. In 2026, this is being integrated into "basket trials" alongside Anktiva to see if Anktiva can amplify the T-cell response generated by GI-4000.