IBRX Stock In Spotlight: ImmunityBio Guides For 168% Revenue Surge In Q1 On ANKTIVA Momentum

• ImmunityBio’s guidance follows a full-year 2025 net product revenue of $113 million, a 700% jump from 2024.
• ANKTIVA’s expansion strengthens ImmunityBio’s commercial footprint outside the U.S. 
• Founder and Executive Chairman Patrick Soon-Shiong noted that the therapy’s uptake continues to gain traction.

ImmunityBio, Inc. (IBRX) announced on Thursday that it expects a first-quarter net product revenue to reach approximately $44.2 million, marking a 168% year-on-year surge. 

This performance builds on 2025 full-year net product revenue of $113 million, a 700% jump from 2024, and represents a 15% sequential increase over fourth-quarter 2025’s $38.3 million.

International Expansion And Regulatory Approvals

The company also highlighted that ANKTIVA, the interleukin-15-based immunotherapy, now holds approval or authorization in five regulatory jurisdictions, covering roughly 34 countries.

This milestone reinforces ImmunityBio’s global footprint and strengthens its commercial presence outside the U.S., contributing to the continued adoption of the therapy for non-muscle invasive bladder cancer (NMIBC).

Additionally, the National Comprehensive Cancer Network (NCCN) updated its clinical practice guidelines in March 2026 to include ANKTIVA combined with BCG for BCG-unresponsive NMIBC with papillary-only disease (Category 2A). 

“The sustained momentum of ANKTIVA reflects its growing commercial adoption in the BCG-unresponsive NMIBC CIS setting, and feedback from treating urologists has been consistently positive.”

-Patrick Soon-Shiong, Founder and Executive Chairman, ImmunityBio

ImmunityBio stock traded over 2% higher on Thursday morning. 

The company said it ended the quarter with an estimated $380.9 million in cash, cash equivalents, and marketable securities, providing a strong financial runway to support ongoing operations.

What Are Retail Traders Saying? 

On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels. A Stocktwits user commended the guidance and expressed faith in the company and its founder. 

IBRX stock has gained over 267% year-to-date. 

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