ImmunityBio: Disconnect Between Clinical Progress And Stock Performance [Seeking Alpha]
ImmunityBio, Inc. (IBRX)
Company Research
Source: Seeking Alpha
ANKTIVA's Q4 revenue ramped to $38.3M, but high cash burn and speculative pipeline limit fair value to ~$3/share. Recent press releases, including NSCLC data and Saudi approval, offer minimal incremental value and do not alter my bearish outlook. I maintain a 'Sell' rating, as current pricing is sentiment-driven; only transformative 1L NMIBC or NSCLC results could shift the thesis. piranka/E+ via Getty Images Overview Stock of ImmunityBio ( IBRX ), despite my past reservations, has tripled since my last look in July 2025. The company markets ANKTIVA (with BCG) for the treatment of BCG-unresponsive non-muscle invasive bladder cancer [NMIBC] with carcinoma in situ [CIS] with or This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving co
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IBRX
News
- ImmunityBio to Provide a Business Update and Review Financial Results for FY 2025 on Tuesday, March 3, 2026 [Yahoo! Finance]Yahoo! Finance
- ImmunityBio to Provide a Business Update and Review Financial Results for FY 2025 on Tuesday, March 3, 2026Business Wire
- Assessing ImmunityBio (IBRX) Valuation After Trial Progress And Strong Anktiva Commercial Momentum [Yahoo! Finance]Yahoo! Finance
- Is It Too Late To Consider ImmunityBio (IBRX) After The Recent Share Price Surge? [Yahoo! Finance]Yahoo! Finance
- SHINE Raises $240 Million in Funding to Advance Commercial Fusion Technology [Yahoo! Finance]Yahoo! Finance
IBRX
Earnings
- 5/12/25 - Miss
IBRX
Sec Filings
- 2/26/26 - Form 4
- 2/25/26 - Form SCHEDULE
- 2/24/26 - Form 4
- IBRX's page on the SEC website