ImmunityBio delivered strong 3Q25 results, with Anktiva driving 434% YoY product revenue growth and a narrowed operating loss. IBRX's cash position improved to $257.8 million, providing a 3-4 quarter runway, though net debt remains high at $603 million. The company's robust adoption underpins current valuation; future growth hinges on expanding indications and successful clinical trial readouts.
Bought 6,565,709 shares of ImmunityBio, an increase of $16.15 million in position value This new position ranks as the fund's 2nd-largest holding, representing 4.4% of AUM
ImmunityBio shows strong commercial momentum with ANKTIVA, reporting significant revenue growth and improved net loss in Q3. IBRX pipeline progress includes promising data in glioblastoma, NSCLC, non-Hodgkin lymphoma, and a new Phase II trial for long COVID. Despite bullish long-term outlook, near-term risks include ongoing losses, potential dilution, regulatory hurdles, and manufacturing depen...
CULVER CITY, Calif.--(BUSINESS WIRE)--A new U.S. survey conducted by The Harris Poll on behalf of ImmunityBio, Inc. (NASDAQ: IBRX) reveals that many people living with non-muscle invasive bladder cancer (NMIBC) feel left out of critical treatment conversations. Fewer than one in five patients surveyed (18%) report their healthcare providers (HCPs) discuss all available treatment options during ...
CULVER CITY, Calif.--(BUSINESS WIRE)--ImmunityBio, Inc. (NASDAQ: IBRX), a leading immunotherapy company, today announced its financial results for the fiscal quarter and nine months ended September 30, 2025. In the third quarter of 2025, ImmunityBio reported $31.8 million of product revenue, representing a 434% increase from $6.0 million in the third quarter of 2024. This growth reflects contin...
ImmunityBio should be rated as a speculative buy for aggressive investors only, offering significant upside despite ongoing dilution and cash burn concerns. Anktiva, IBRX's lead therapy, is ramping up sales post-J-code but faces competition from JNJ's TAR-200 and regulatory setbacks. Promising early data from the t-haNK program and expanding pipeline support the investment thesis for IBRX.
Investing in biotechnology stocks is complex due to the science behind the company's drug candidates. They can be difficult to trade because these stocks are highly volatile, with double-digit moves in both directions a common occurrence.
I maintain a Hold rating on ImmunityBio as Anktiva shows strong NMIBC data but the commercial uptake remains slow and uncertain. IBRX's Q2 revenues rose to $26.4M, but accumulated losses and lack of forward guidance raise valuation concerns despite a large market opportunity. FDA setbacks and slow Anktiva sales growth temper enthusiasm, with expansion into new indications still at an early and ...
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