Key Stats for IBRX Stock
- Price Change for IBRX stock: +14.5%
- IBRX Share Price as of Feb. 9: $6.93
- 52-Week High: $8.28
- IBRX Stock Price Target: $11.80
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What Happened?
ImmunityBio (IBRX) stock has moved higher in early 2026 because investors are reacting to rapid revenue growth from Anktiva and a string of positive regulatory and clinical updates.
In mid‑January, the company reported preliminary net product revenue of about $38.3 million for Q4 2025, which was up 20% quarter over quarter and 431% year over year as Anktiva adoption accelerated.
Management also highlighted a 54% quarter‑over‑quarter unit volume increase in 2025, showing that demand is broadening across urology practices and hospital systems as the drug rolls out.
Shortly afterward, ImmunityBio announced that the Saudi Food and Drug Authority granted accelerated approval of Anktiva plus BCG for BCG‑unresponsive non‑muscle invasive bladder cancer, adding to existing approvals in the U.S., U.K., and a conditional approval in the European Union.
The company is also advancing discussions with the U.S. FDA on a potential resubmission path for Anktiva in BCG‑unresponsive papillary bladder cancer, supported by long‑term data showing greater than 80% bladder preservation and about 96% bladder cancer‑specific survival at three years.
These announcements helped push IBRX into the list of stocks making the biggest moves in mid‑January trading, and the shares have continued to show elevated volume as traders respond to each new Anktiva headline.
With the stock now trading near the middle of its 52‑week range but far above 2024 lows, the market is increasingly focused on whether sales momentum can be sustained and whether additional indications can expand the franchise.
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What the Market Is Telling Us About IBRX Stock
The sharp move in IBRX suggests investors view Anktiva as a potentially durable commercial platform rather than a one‑off launch, especially as approvals expand into new regions and as real‑world data accumulate.
Analysts project that revenue could continue to grow rapidly from a relatively small base, yet the company still posts significant GAAP losses as it invests in R&D and commercialization, so expectations remain sensitive to any shift in sales trends or regulatory feedback.
Financial statements show that ImmunityBio is still loss‑making, with a recorded net loss of more than $400 million over the last four reported quarters and negative earnings per share.
Cash burn remains a key focus because the company is funding multiple late‑stage trials and global launches, so any future capital raises could dilute existing shareholders if operating cash flows lag behind growth plans.
On the positive side, gross margins on Anktiva appear high compared with many traditional oncology therapies, and management has pointed to improving operating leverage as revenue scales and as manufacturing efficiencies improve.
If sales growth continues near recent rates, consensus models anticipate that operating losses could narrow over the next few years, although profitability is not yet imminent.
Investors also must weigh that IBRX’s valuation already reflects substantial future growth, since the stock has more than tripled from its 52‑week low while still trading on negative earnings and with a market cap near $6 billion.
This balance between rapid top‑line growth and ongoing losses explains why the stock remains volatile and why analyst ratings and price targets still span a wide range around the roughly $10 average.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
