IBRX ImmunityBio, Inc.
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Executive Summary
ImmunityBio reported preliminary Q1 2026 net product revenue of $44.2 million, a 168% year-over-year increase, driven by continued adoption of ANKTIVA. The company also announced full enrollment in its pivotal BCG-naïve NMIBC trial, with a supplemental BLA submission on track for 2026.
Actionable Insight
The strong revenue beat and sequential growth confirm ANKTIVA's commercial momentum. The fully enrolled pivotal trial de-risks a key regulatory milestone. Traders should monitor the upcoming 10-Q for final numbers and any updates on the BLA submission timeline.
Key Facts
- Preliminary Q1 2026 net product revenue: $44.2 million (168% YoY increase)
- Q1 2026 revenue represents a 15% sequential increase over Q4 2025 ($38.3M)
- Full-year 2025 net product revenue was $113 million, a 700% increase over 2024
- Pivotal BCG-naïve NMIBC CIS trial (QUILT-2.005) is fully enrolled with IDMC confirming adequate statistical power
- Supplemental BLA submission for BCG-naïve NMIBC is on track for 2026
- Cash, cash equivalents, and marketable securities estimated at $380.9 million as of March 31, 2026
Financial Impact
Preliminary Q1 revenue of $44.2M beats consensus of $43.2M and represents a 168% YoY increase
Risk Factors
- Preliminary financials are subject to final adjustments in the upcoming 10-Q
- The company continues to report a net loss, though it narrowed in 2025
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001326110-26-000036 |
| Document: ibrx-2026498xkexhibit991.htm | 0001326110-26-000036 |
| Document: 0001326110-26-000036-index-headers.html | 0001326110-26-000036 |
| Document: 0001326110-26-000036-index.html | 0001326110-26-000036 |
| Document: 0001326110-26-000036.txt | 0001326110-26-000036 |
| 8-K Data (Synthetic) | 0001326110-26-000036 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 18, 2026
25d ago
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8-K
| $7.76 $7.94 | ▲ +2.26% | ▲ +0.01% | $7.10 (−8.51%) |
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Apr 9, 2026
9w ago
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8-K
| $7.48 $7.25 | ▼ −3.07% | ▼ −6.26% | $7.10 (−5.08%) |
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Apr 6, 2026
9w ago
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8-K
| $7.08 $7.30 | ▲ +3.11% | ▼ −1.03% | $7.10 (+0.28%) |
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Feb 28, 2026
15w ago
|
Institutional Cluster
| $10.44 $8.45 | ▼ −19.06% | ▼ −17.85% | $7.10 (−31.99%) |
US Market Status
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