ImmunityBio, Inc. (IBRX)
FDA Expands ImmunityBio's Anktiva Label in Bladder Cancer
IBRX wins expanded FDA approval for Anktiva plus BCG, covering all patients with BCG-unresponsive NMIBC and broadening its commercial opportunity.
ImmunityBio (IBRX) Moves 7.0% Higher: Will This Strength Last?
ImmunityBio (IBRX) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Why Is ImmunityBio (IBRX) Up 9.7% Since Last Earnings Report?
ImmunityBio (IBRX) reported earnings 30 days ago. What's next for the stock?
ImmunityBio: None Of The Moonshots Is Priced In
ImmunityBio is rated a strong buy, driven by ANKTIVA's FDA approval for BCG-unresponsive NMIBC and significant pipeline expansion potential. Current valuation reflects success in bladder cancer and BCG-naïve expansion, but assigns limited value to systemic immunotherapy potential in NSCLC or other types of cancer. Key near-term catalysts include phase 3 NSCLC data and BCG-naïve bladder cancer trial results, both of which could unlock substantial upside.
IBRX Q2 Earnings & Sales Beat Estimates on Strong Anktiva Uptake
ImmunityBio beat Q2 earnings and revenue estimates as record Anktiva sales and continued adoption fuel growth, with more regulatory milestones ahead.
ImmunityBio (IBRX) Reports Q2 Loss, Beats Revenue Estimates
ImmunityBio (IBRX) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to a loss of $0.1 per share a year ago.
ImmunityBio: Revisiting My Bearish Call After A Strong Rally (Rating Upgrade)
ImmunityBio earns a cautious buy rating as Anktiva demonstrates strong efficacy and safety in NMIBC and shows promise across broader oncology indications. IBRX's valuation now reflects significant future revenue; rapid share appreciation and anticipated dilution temper near-term upside despite robust revenue ramp and pipeline catalysts. Anktiva's combination with BCG outperforms competitors, with 84% CR in BCG-naïve NMIBC and potential label expansion pending FDA decision in early 2027.
ImmunityBio: ANKTIVA's Commercial Momentum Supports A Buy
ImmunityBio offers a best-in-class, approved immunotherapy, ANKTIVA, driving rapid revenue growth and significant market share in NMIBC. IBRX's pipeline is robust, with multiple Phase 1-3 trials targeting NSCLC, glioblastoma, HIV, and other high-value indications, supporting long-term upside. The recent 40% pullback from 52-week highs creates an attractive entry point, with strong balance sheet support and no immediate financial risks.
ImmunityBio: A Long-Term Bull Case Worth Watching
ImmunityBio is pivoting from a single-product Anktiva focus to a broad immunotherapy platform, emphasizing memory-like cytokine-enriched NK cells (M-ceNK). Key near-term catalysts include the pivotal QUILT-2.005 bladder cancer trial, lymphopenia indication expansion, and the glioblastoma (GBM) program, each validating the immune-restoration thesis. IBRX trades at a significant premium (65x trailing sales, 44x forward sales), reflecting high expectations for Anktiva's transition to first-line therapies and broader platform validation.
ImmunityBio (IBRX) Moves 11.8% Higher: Will This Strength Last?
ImmunityBio (IBRX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
IBRX and the BCG Shortage: Deals That Could Expand Demand
ImmunityBio targets the BCG shortage with new supply deals and label expansion efforts that could strengthen Anktiva demand in bladder cancer.
ImmunityBio: Anktiva Explained and What Comes Next
IBRX's Anktiva drives a 668% revenues jump in 2025 as ImmunityBio expands bladder cancer approvals and pursues new catalysts.
