Immix Biopharma: Thesis Playing Out; Thoughts On Valuation And Competition

2025-12-11 00:10:07 ET

Intro

A couple of years since my initiation piece, Immix Biopharma ( IMMX ), the only company advancing a one-time therapy in AL amyloidosis ((ALA)), a rare but deadly protein-aggregating disease similar to multiple myeloma ((MM)), is reaching an inflection point. The original thesis is coming to fruition and the market has finally begun to ascribe value (stock is up 125% in the past 6 months). While this weekend's $100 million financing could create some near-term turbulence, the stock should continue to trend upwards as the company moves towards a BLA submission in mid-2026....

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