IBRX
ImmunityBio, Inc.2.1600
-0.0600-2.7%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Plausible pathway, AI manufacturing details
Q&A honed in on the plausible mechanism pathway--fresh NEJM policy--enabling accelerated approvals for ANKTIVA combos via single-arm trials like QUILT-3.055's 147 patients, mirroring Keytruda precedents. Patrick detailed AI robotics for scalable m-ceNK production, outpacing human limits. Adcock mapped EU launches via Accord, targeting Germany first in 2026 amid country-by-country reimbursements; Saudi shipments stand ready. Answers largely reaffirmed $113M revenue surge and platform ambitions, but unpacked checkpoint failure modes ANKTIVA rescues. No hedges. Management stays bullish on label expansions. Watch EU ramps, BCG-naive BLA.
Key Stats
Market Cap
2.13BP/E (TTM)
-Basic EPS (TTM)
-0.41Dividend Yield
0%Recent Filings
8-K
700% ANKTIVA revenue growth
ImmunityBio posted $113M in full-year 2025 ANKTIVA net product revenue, up 700% year-over-year, with Q4 at $38.3M surging 431%. ANKTIVA snagged approvals across 33 countries for bladder cancer and a lung cancer first in Saudi Arabia. Revenue exploded. Patents shield combos past 2035, fueling global launches via EU and MENA partnerships.
10-K
FY2025 results
ImmunityBio's FY2025 10-K covers the fiscal year ended December 31, 2025, with no financial statements or results disclosed in the provided filing. ANKTIVA secured key approvals, including FDA for BCG-unresponsive NMIBC CIS in April 2024, UK MHRA in July 2025, SFDA for NMIBC and NSCLC in January 2026, and EU conditional approval in February 2026—now authorized in 33 countries. Clinical data highlighted immune restoration in NSCLC trials, with 77% responders showing longer OS. A lease amendment raised base rent to $525,000 annually and set headcount targets starting at 9 employees by December 31, 2025. No quarterly revenue, EPS, or cash flow metrics provided. Regulatory delays risk quarterly momentum.
8-K
EC approves ANKTIVA in Europe
ImmunityBio secured European Commission conditional marketing authorization for ANKTIVA plus BCG in BCG-unresponsive NMIBC CIS on February 18, 2026. This first-in-Europe immunotherapy approval, backed by 71% complete response rate and 26.6-month median duration, spans 27 EU states plus Iceland, Norway, and Liechtenstein—totaling 33 countries. Global footprint built in under two years. Company must submit long-term data to EMA.
8-K
Note amendment enables partial conversions
ImmunityBio amended its $505.0 million convertible promissory note with Nant Capital, affiliated with Executive Chairman Dr. Patrick Soon-Shiong, on January 23, 2026. The change now allows partial conversion of principal into common stock at the Conversion Price anytime before maturity. No other terms altered. This boosts lender flexibility while preserving debt subordination.
8-K
ANKTIVA revenue soars 700%
ImmunityBio reported preliminary FY 2025 net product revenue of $113 million from ANKTIVA, up 700% year-over-year, with Q4 at $38.3 million—a 20% sequential jump and 431% yearly surge. Saudi FDA approved ANKTIVA for NSCLC with checkpoint inhibitors and BCG-unresponsive NMIBC CIS, enabling subcutaneous use. Enrollment in first-line NMIBC trial races ahead. Cash stands at $242.8 million. Figures preliminary, subject to 10-K adjustments.
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