ImmunityBio Stock (IBRX) Soars on Revenue & ANKTIVA News

Key Highlights of ImmunityBio's Performance

ImmunityBio's stock, trading under NASDAQ:IBRX, experienced a significant 28% surge. This increase followed the company's announcement of preliminary 2025 net product revenue projections of approximately $113 million, a 700% year-over-year increase, and major regulatory approvals from the Saudi Food and Drug Authority for its flagship treatment, ANKTIVA.

Detailed Financial and Sales Overview

The biotechnology firm reported strong financial momentum. Preliminary net product revenue for the fourth quarter reached about $38.3 million, marking a 20% rise from the prior quarter and a 431% jump from the same period in 2024. The robust sales figures are driven by the accelerating adoption of ANKTIVA, with unit sales volume growing by 750% in 2025 compared to the previous year. The company concluded the quarter with an estimated $242.8 million in cash and marketable securities.

Market Impact and Regulatory Milestones

The primary catalyst for the stock's rally was significant regulatory progress. The Saudi FDA approved ANKTIVA for two indications: metastatic non-small cell lung cancer and BCG-unresponsive non-muscle invasive bladder cancer. The lung cancer approval is a global first for ANKTIVA in this combination and its first approval for subcutaneous administration. These approvals expand ANKTIVA's market access, boosting investor confidence and contributing directly to the stock's sharp rise.

Summary and Future Outlook

ImmunityBio is demonstrating strong commercial execution and successful regulatory strategy. The impressive revenue growth and landmark international approvals create a positive outlook. Investors will be closely watching the progress of its ongoing Phase 2b trial for bladder cancer, which is enrolling ahead of schedule and anticipates full enrollment in the first half of 2026. This continued momentum is a key factor for the company's future valuation.

FAQ

Q: Why did ImmunityBio stock surge significantly?
A: The stock surged 28% due to a projected 700% year-over-year revenue increase and multiple new regulatory approvals for its cancer treatment, ANKTIVA, from the Saudi FDA.

Q: What are the key approvals ImmunityBio received?
A: The company received Saudi FDA approval for ANKTIVA for treating both metastatic non-small cell lung cancer and a specific type of bladder cancer, marking its first global approval for the lung cancer indication.

Q: What is ImmunityBio's current financial health?
A: As of December 31, 2025, ImmunityBio reported having an estimated $242.8 million in cash, cash equivalents, and marketable securities.

Source: Investing.com