Countdown Begins For IBRX Founder Patrick Soon-Shiong’s Much Anticipated AUA Talk – A Look At What He Intends To Address On Saturday

• Soon-Shiong to also discuss ongoing shortages of Bacillus Calmette–Guérin therapy.
• In March, ImmunityBio resubmitted a supplemental biologics license application seeking to expand Anktiva’s treatment.
• Earlier this year, ImmunityBio highlighted the severe shortage of BCG, noting that Merck remains the only global supplier.

Retail favorite Immunitybio (IBRX) returned to the spotlight on Friday ahead of a highly anticipated discussion by founder Patrick Soon-Shiong at the American Urological Association 2026 Annual Meeting, where he is expected to address the pressing challenges facing patients with papillary bladder cancer.

At the time of writing, IBRX shares traded 3% lower, and are on track for a third weekly decline in four weeks.

IBRX Founder To Discuss BCG Shortage Impact

In a post on X, Patrick Soon-Shiong said he plans to address the critical challenges facing patients with papillary bladder cancer, particularly those impacted by ongoing shortages of Bacillus Calmette–Guérin (BCG) therapy.

“These are the issues I have been discussing with the FDA for a long time and will address them at our AUA talk on Saturday,” he added.

Earlier this year, ImmunityBio highlighted the severe shortage of BCG, a therapy commonly used to treat non-muscle invasive bladder cancer, noting that Merck & Co. (MRK) remains the only global supplier of the treatment.

This makes it challenging since Anktiva has been approved by the FDA only in combination with BCG. It can be used for patients with non-muscle invasive bladder cancer with carcinoma in situ (CIS), with or without papillary tumors. In March, ImmunityBio resubmitted a supplemental biologics license application (sBLA) seeking to expand the treatment. The regulator’s decision is still awaited.

IBRX’s Global Push

ImmunityBio has continued to expand globally. Earlier this year, the company launched Anktiva in Saudi Arabia for certain bladder and lung cancer patients through partnerships with Biopharma and Cigalah Healthcare.

The therapy has already gained approvals in the United Kingdom, the European Union, and Macau. Earlier this week, Soon-Shiong hinted at potential expansion plans in Turkey, saying in a post on X that “global expansion” is underway “Turkey is an amazing country with such enthusiasm. Global expansion happening!”

What Does Retail Think Of IBRX?

Retail sentiment on Stocktwits turned ‘bullish’ from ‘extremely bullish’ a day earlier, amid ‘high’ message volumes.

One user believes the FDA may have already accepted IBRX’s sBLA.

Another user noted that the founder’s post on X hinted at FDA approval.

The stock has surged more than 275% so far this year.

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