ImmunityBio’s Q4 Revenue Gets A Lift From ANKTIVA Sales – IBRX Stock Gains 11%

• Q4 net loss widened to $61.9 million from $59.2 million, primarily driven by higher R&D expense.
• R&D expense for the quarter increased by $28.7 million to $63.9 million.
• The company remains focused on completing enrollment in its BCG-naïve randomized trial and targeting a BLA filing by Q4 2026, CEO said.

Shares of ImmunityBio, Inc. (IBRX) drew investor focus in pre-market trading on Monday after the pharmaceutical firm reported better-than-expected fourth-quarter results.

The stock gained 11% with IBRX among the top trending tickers on Stocktwits at the time of writing.

ANKTIVA Boosts Q4 Revenue

Net product revenue for Q4 surged 431% to $38.3 million, above Wall Street’s estimates of $37.8 million, according to Fiscal.ai data. ImmunityBio cited the increase in revenue to the sales of ANKTIVA, a U.S. Food and Drug Administration (FDA) approved immunotherapy for bladder and lung cancer.

However, Q4 net loss widened to $61.9 million from $59.2 million, primarily driven by higher R&D expense, the company said. R&D expense for the quarter increased by $28.7 million to $63.9 million.

"As we advance toward initial international commercial activities, we remain focused on disciplined execution: completing enrollment in our BCG-naïve randomized trial with a BLA filing targeted by Q4 2026, expanding the ANKTIVA label into lung cancer and lymphopenia, and converting our 700% revenue growth trajectory into durable, long-term value for shareholders," said Richard Adcock, President and CEO of ImmunityBio.

Anktiva Expansion Plans

Earlier on Monday, Chairman Soon-Shiong said on X that a detailed press release about a three-year expansion plan for the BioShield platform, including Anktiva, is expected to be released. 

He described it as a strong start to the year and discussed Anktiva’s IL-15 science, noting its importance in natural killer cell therapies. He added that IL-15 has long been viewed as a promising cancer-fighting cytokine and said Anktiva now uses it effectively.

ImmunityBio has partnered with Biopharma and Cigalah Healthcare to launch Anktiva in Saudi Arabia and expand across the MENA region. The drug recently won approvals in Saudi Arabia and the European Union, bringing total approvals to 33 countries.

How Did Stocktwits Users React?

Retail sentiment for IBRX on Stocktwits remained in the 'extremely bullish' zone, amid 'extremely high' message volumes.

One user compared the stock to AAPL, stating that they were "adding aggressively."

Another user expected a bigger rally.

Year-to-date, the stock has surged around 380%.

Read also: This Nano-Cap Stock Shot Up 130% Today – What Triggered The Rally?

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