IBRX
ImmunityBio, Inc.
September 30, 2026 · intraday
- Rarity
- 1.62
- Peak move
- +13.14%
- Float cap
- $3.0B
ImmunityBio, Inc. is an immunotherapy company that develops and commercializes therapies and vaccines designed to amplify the immune system against cancers and infectious diseases. Its approved product, ANKTIVA, is marketed for certain patients with BCG-unresponsive non-muscle invasive bladder cancer, and the company is pursuing additional indications including non-small cell lung cancer. It also advances next-generation cell therapies, cytokine fusion proteins, and DNA or recombinant protein vaccines.
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What we found
13 events · 0 from SEC or newswire · 0 timed with the move- Key event
notable_investor_commentGA-Courtenay Special Situations Fund disclosed in its Q2 2026 investor letter that it holds ImmunityBio, arguing its California and New York plants can make one million ANKTIVA vials per year at a $35,000 list price per dose and that secured approvals imply a market above $5.8bn in annual revenue.
product_launchAnktiva (nogapendekin alfa inbakicept) 400 µg concentrate for intravesical suspension from ImmunityBio Ireland entered the German market in mid-September 2026 for adults with BCG-unresponsive non-muscle invasive bladder cancer with carcinoma in situ, used with BCG.
- Key event
investor_dayImmunityBio said its application to expand Anktiva's label to papillary-only non-muscle invasive bladder cancer carries an FDA decision date of Jan. 6, 2027, and its September 2026 disclosures included a patent application for using Anktiva to restore immune cells depleted by cancer treatment along with appearances at major lung-cancer and investment conferences.
executive_remarkImmunityBio founder and Executive Chairman Patrick Soon-Shiong posted that 'the future is here' and to watch as Nant launches blockchain and tokenized stocks, fueling retail speculation that IBRX shares could eventually be tokenized, though the company announced no such plan.
- Key event
regulatory_actionThe FDA sent ImmunityBio a Warning Letter, made public March 24, 2026, stating that Executive Chairman Patrick Soon-Shiong's January 19, 2026 podcast comments describing Anktiva as a subcutaneous 'single jab' for all cancers were inconsistent with its approved intravesical bladder-cancer labeling; the related securities suit's dismissal motion was argued in September 2026.
large_option_expiryImmunityBio saw unusually heavy call-option activity, with 30,842 call options purchased, about 64% above the typical volume of 18,768 call options.
insider_saleTwo ImmunityBio directors sold a combined 290,688 shares for approximately $2.68 million under pre-arranged Rule 10b5-1 trading plans, with insiders having sold 291,688 shares worth about $2.69 million over the prior 90 days.
analyst_ratingAnalyst sentiment on ImmunityBio stands at six Buy ratings and one Sell, a 'Moderate Buy' consensus with an average price target of $14.20, per MarketBeat data, with Weiss Ratings reiterating a 'sell (d-)' rating on July 10 and HC Wainwright reissuing a 'buy' and $15.00 target on June 2.
institutional_flowState Street Corp boosted its ImmunityBio position by 20.8% in the second quarter to 21,398,438 shares worth about $187.3 million, adding 3,690,335 shares; Envestnet Asset Management raised its stake 52.4% to 27,659 shares.
financial_regulatoryThe FDA and Duke-Margolis Institute for Health Policy co-convened the 'RISE to the Challenge' public workshop on Sept. 29, 2026 at the National Press Club in Washington, D.C., examining how rare-disease clinical trials can generate reliable evidence with small patient populations through single-arm designs, natural-history comparators and surrogate endpoints.
patent_eventImmunityBio's newly published patent application names founder Patrick Soon-Shiong and Adrian Rice as inventors and covers methods using Anktiva (N-803) to restore lymphocytes depleted by chemotherapy, radiation and checkpoint inhibitors, and combining Anktiva with checkpoint inhibitors, cancer vaccines and engineered NK cells.
analyst_ratingPiper Sandler analyst Edward Tenthoff reiterated a Buy rating on ImmunityBio and set a $12.00 price target in a Sept. 8, 2026 research note, against a consensus Strong Buy and average target of $13.00.
patent_eventImmunityBio announced comprehensive U.S. patents covering the combination of ANKTIVA with BCG for cancer treatment, with terms running through at least 2035, citing five issued patents covering compositions of matter, methods of use and dosing.