IBRX 8-K SEC Filing Analysis

Latest settled — T+20d

IBRX ▲ +12.03% at T+20d

LONG call ✓ call won +12.03% · α vs SPY +4.46% · entry $7.48 → $8.38

Next anchor: T+60d in 7w

Currently $8.05 · +7.62% from $7.48 entry

Entry anchored
Apr 9, 07:37 AM ET
via Databento tick

T+1d

-2.67%

call -2.67% · α -2.61%

$7.28

settled 6w ago

T+5d

-3.07%

call -3.07% · α -6.26%

$7.25

settled 5w ago

T+20d

+12.03%

call +12.03% · α +4.46%

$8.38

settled 13d ago

T+60d

—

call — · α —

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in 7w

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Executive Summary

ImmunityBio reported preliminary Q1 2026 net product revenue of $44.2 million, a 168% year-over-year increase, driven by continued adoption of ANKTIVA. The company also announced full enrollment in its pivotal BCG-naïve NMIBC trial, with a supplemental BLA submission on track for 2026.

Actionable Insight

The strong revenue beat and sequential growth confirm ANKTIVA's commercial momentum. The fully enrolled pivotal trial de-risks a key regulatory milestone. Traders should monitor the upcoming 10-Q for final numbers and any updates on the BLA submission timeline.

Key Facts

Preliminary Q1 2026 net product revenue: $44.2 million (168% YoY increase)
Q1 2026 revenue represents a 15% sequential increase over Q4 2025 ($38.3M)
Full-year 2025 net product revenue was $113 million, a 700% increase over 2024
Pivotal BCG-naïve NMIBC CIS trial (QUILT-2.005) is fully enrolled with IDMC confirming adequate statistical power
Supplemental BLA submission for BCG-naïve NMIBC is on track for 2026
Cash, cash equivalents, and marketable securities estimated at $380.9 million as of March 31, 2026

Financial Impact

Preliminary Q1 revenue of $44.2M beats consensus of $43.2M and represents a 168% YoY increase

revenuecash

Risk Factors

Preliminary financials are subject to final adjustments in the upcoming 10-Q
The company continues to report a net loss, though it narrowed in 2025

Market Snapshot

Exchange

Nasdaq

Sector

Biological Products, (No Diagnostic Substances)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001326110-26-000036
Document: ibrx-2026498xkexhibit991.htm	0001326110-26-000036
Document: 0001326110-26-000036-index-headers.html	0001326110-26-000036
Document: 0001326110-26-000036-index.html	0001326110-26-000036
Document: 0001326110-26-000036.txt	0001326110-26-000036
8-K Data (Synthetic)	0001326110-26-000036

4 reports for IBRX

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for IBRX — sortable, filterable
	Type				Now
May 18, 2026 2d ago	8-K BULLISH ★ 5/10	$8.02 awaiting T+20	awaiting T+20	—	$8.05 (+0.37%)
Apr 9, 2026 5w ago	8-K BULLISH ★ 8/10	$7.48 $8.38	▲ +12.03%	▲ +4.46%	$8.05 (+7.62%)
Apr 6, 2026 6w ago	8-K NEUTRAL ★ 4/10	$7.08 $7.43	▲ +4.94%	▼ −4.04%	$8.05 (+13.70%)
Feb 28, 2026 11w ago	Institutional Cluster BULLISH ★ 6/10	$10.44 $6.66	▼ −36.21%	▼ −28.27%	$8.05 (−22.89%)

US Market Status

Market Closed — Opens Thu (< 1m)

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