ImmunityBioIBRX
IBRX
About: ImmunityBio Inc is an integrated clinical-stage biotechnology company discovering, developing, and commercializing next-generation immuno- and cellular therapies that bolster the natural immune system to drive and sustain an immune response. Its platforms for the development of biologic product candidates include (i) antibody-cytokine fusion proteins, (ii) DNA, RNA, and recombinant protein vaccines, and (iii) cell therapies. Its focus includes bladder, lung, and colorectal cancers and GBM and its product candidate Anktiva is an IL-15 superagonist antibody-cytokine fusion protein. It has two geographical segments: the United States and Europe. Key revenue is generated from the United States.
Employees: 671
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
80% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 41
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
13% more capital invested
Capital invested by funds: $212M [Q4 2024] → $239M (+$27.5M) [Q1 2025]
4% more funds holding
Funds holding: 200 [Q4 2024] → 208 (+8) [Q1 2025]
2.0% less ownership
Funds ownership: 11.32% [Q4 2024] → 9.32% (-2.0%) [Q1 2025]
43% less call options, than puts
Call options by funds: $7.5M | Put options by funds: $13.2M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$5
63%
upside
Avg. target
$12.75
315%
upside
High target
$30
877%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
HC Wainwright & Co. Andres Maldonado | 161%upside $8 | Buy Reiterated | 4 Jun 2025 |
D. Boral Capital Jason Kolbert | 877%upside $30 | Buy Maintained | 3 Jun 2025 |
Piper Sandler Joseph Catanzaro | 63%upside $5 | Overweight Upgraded | 20 May 2025 |
HC Wainwright & Co. Andrew Fein | 161%upside $8 | Buy Reiterated | 28 Apr 2025 |
Financial journalist opinion
Based on 4 articles about IBRX published over the past 30 days
Positive
Seeking Alpha
3 days ago
ImmunityBio: Lymphopenia Opportunity Could Provoke Short Squeeze
ImmunityBio, Inc.'s Anktiva shows promise for bladder cancer, but faces FDA setbacks and a rocky approval path. Peak sales for Anktiva's indications could reach $900 million by 2028, implying a 73% upside, but this is far from guaranteed. The company's lymphopenia treatment would face zero competition and would provide a larger addressable market.
Neutral
Business Wire
1 week ago
ASCO Report of Pioneering Treatment of Lymphopenia with Significant Overall Survival Benefit in Advanced Pancreatic Cancer
CULVER CITY, Calif.--(BUSINESS WIRE)--ImmunityBio, Inc. (NASDAQ: IBRX) today announced results presented at ASCO 2025 of the first known treatment for lymphopenia with ANKTIVA and CAR-NK therapy. This data supports that reversal of lymphopenia, a well-established root cause of early mortality in patients with cancer across all tumor types, correlates with significant improved survival. While anemia and neutropenia have long been addressed by agents like Epogen and Neupogen, no therapy has ever.
Neutral
Business Wire
1 week ago
ImmunityBio Receives FDA Expanded Access Authorization for Landmark Treatment of Lymphopenia With ANKTIVA®, the Cancer BioShield™ Platform, in Patients With Solid Tumors
CULVER CITY, Calif.--(BUSINESS WIRE)--ImmunityBio, Inc. (NASDAQ: IBRX), a leading immunotherapy company, today announced that the U.S. Food and Drug Administration (FDA) has granted Expanded Access authorization for the use of its Cancer BioShield™ platform, anchored by ANKTIVA® (nogapendekin alfa inbakicept-pmln), to treat lymphopenia in adult patients with refractory or relapsed solid tumors independent of tumor type who have progressed after first-line standard-of-care treatment, chemotherap.
Neutral
Business Wire
2 weeks ago
ImmunityBio, Saudi Arabia's Ministry of Investment, KFSHRC, and KAIMRC Sign Strategic Memorandum of Understanding to Launch Cancer BioShield™ Platform in the Middle East
CULVER CITY, Calif. & RIYADH, Saudi Arabia--(BUSINESS WIRE)--ImmunityBio, Inc. (NASDAQ: IBRX), a leading immunotherapy company, today announced the signing of a strategic Memorandum of Understanding (MOU) with the Ministry of Investment of Saudi Arabia (MISA), King Faisal Specialist Hospital & Research Centre (KFSHRC), and King Abdullah International Medical Research Center (KAIMRC). This multi-party collaboration will introduce the FDA-approved Cancer BioShield platform to Saudi Arabia and.
Positive
Zacks Investment Research
1 month ago
ImmunityBio (IBRX) Moves to Buy: Rationale Behind the Upgrade
ImmunityBio (IBRX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Negative
Zacks Investment Research
1 month ago
ImmunityBio (IBRX) Reports Q1 Loss, Tops Revenue Estimates
ImmunityBio (IBRX) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to loss of $0.20 per share a year ago.
Neutral
Business Wire
1 month ago
ImmunityBio Reports Doubled Net Revenue and 150% Unit Growth in Q1 2025, With Continued Strong Sales Momentum in First Quarter since J-code
CULVER CITY, Calif.--(BUSINESS WIRE)--ImmunityBio, Inc. (NASDAQ: IBRX), a leading immunotherapy company, today announced certain operational results following approval of the permanent J-code (J9028) in January 2025, as well as its financial results for the first-quarter ended March 31, 2025. With the issuance of the permanent J-code (J9028) in January 2025, ImmunityBio has seen increased sales momentum supporting a trend of increases month-over-month as well as quarter-over-quarter, with March.
Positive
Seeking Alpha
1 month ago
ImmunityBio: Getting Whiplash After FDA's Refusal To File For Anktiva's sBLA
ImmunityBio, Inc.'s sBLA for Anktiva was unexpectedly rejected by the FDA, contradicting prior positive feedback and approval for a similar indication. The market reacted negatively, dropping IBRX shares to around $2.00, but the trading volume was not extremely high. Despite the setback, I maintain a conviction level of 3 out of 5 for IBRX, focusing on potential long-term gains and upcoming catalysts.
Negative
Benzinga
1 month ago
ImmunityBio Slapped With FDA Refusal To File Letter For Expanded Use Of Its Bladder Cancer Drug
ImmunityBio, Inc. IBRX on Monday received a Refusal to File (RTF) letter from the U.S. Food and Drug Administration (FDA) for the supplemental biologics license application (sBLA) for use of ANKTIVA plus Bacillus Calmette-Guerin (BCG) in BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) for the indication of papillary disease.
Neutral
Business Wire
1 month ago
ImmunityBio Requests an Urgent Meeting With FDA to Address the Change in the Agency's Unambiguous Guidance on Jan 2025 to Submit a sBLA for NMIBC BCG Unresponsive Papillary Disease, Following an Inconsistent Refusal to File Letter on May 2, 2025
CULVER CITY, Calif.--(BUSINESS WIRE)--ImmunityBio, Inc. (NASDAQ: IBRX), a leading immunotherapy company, today announced that the Company received a Refusal to File (RTF) letter from the U.S. Food and Drug Administration (FDA) for the supplemental biologics license application (sBLA) for use of ANKTIVA plus Bacillus Calmette-Guerin (BCG) in BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) for the indication of papillary disease. This RTF letter was received despite reaching unanimous.
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