ImmunityBio (IBRX)
Commercializes ANKTIVA while developing cytokine, NK-cell, and vaccine immunotherapies for cancer.
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Commercializes ANKTIVA, an IL-15 receptor agonist used with BCG for certain non-muscle-invasive bladder cancers, while developing it across more cancer settings alongside NK-cell therapies and adenovirus-vectored vaccines. Product revenue is concentrated in ANKTIVA, whose bladder-cancer use depends on BCG availability.
Commercializes ANKTIVA, an IL-15 receptor agonist administered with BCG for BCG-unresponsive non-muscle-invasive bladder cancer with carcinoma in situ. Commercial activity remains centered in the United States, while approvals and distribution partnerships extend access across Europe, the Middle East, and parts of Asia.
Builds its Cancer BioShield pipeline around ANKTIVA, off-the-shelf and autologous NK-cell therapies, adenovirus-vectored vaccines, and other immune-response modulators for solid and blood cancers. Internal research and manufacturing sites work alongside affiliated facilities and contract manufacturers to advance and supply these programs. Product revenue remains concentrated in ANKTIVA; its bladder-cancer use requires co-administration with BCG, and the capital structure includes a related-party convertible note and revenue-interest obligation.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 8, 2026 | BTIG | Target | Target: $6 | Target: $12 |
| Mar 4, 2026 | Piper Sandler | Reiterate | Rating: —Target: $7 | Target: $12 |
| Feb 23, 2026 | H.C. Wainwright | Target | Target: — | Target: $15 |
| Jan 20, 2026 | Piper Sandler | Reiterate | Rating: —Target: — | Target: $7 |
| May 20, 2025 | Piper Sandler | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $357.4M · Total debt $813.1M · Total assets $628.5M · Shareholders' equity −$1.05B
- Revenue
- $51.2M
- Operating income
- −$61.7M
- Net income
- −$230.4M
No dividends on record.
| Institutions | ≈ 18.70% | 198.19M shares | |
|---|---|---|---|
| 438 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 70.71% | 749.42M shares | |
| 6 holders · as of Aug 6, 2026 | |||
| Other | ≈ 10.59% | 112.22M shares | |
| remainder | |||
1.06B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Patrick Soon-Shiong1Insiderdirector, 10 percent owner, officer: See remarks | 70.34% | 745.52M | filed Aug 6, 2026 |
BlackRock, Inc.Institution | 3.22% | 34.08M | as of Jun 30, 2026 |
State Street CorpInstitution | 2.02% | 21.40M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 1.69% | 17.86M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 1.48% | 15.69M | as of Jun 30, 2026 |
- Patrick Soon-Shiong's transaction reports restate only vehicles that traded; the 2026 ownership statement (745.52M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 1, 2026 | Christobel Selecky | director | −159,478 | $9.02 |
| Jul 2, 2026 | Cheryl Cohen | director | −131,210 | $9.50 |
| Jun 29, 2026 | Christobel Selecky | director | −95,722 | $9.01 |
| Jun 30, 2026 | Christobel Selecky | director | −1,000 | $9.00 |
| Jun 24, 2026 | Barry J. Simon | director | −25,000 | $7.88 |
- Johnson & Johnson
Intravesical gemcitabine device, BCG-unresponsive NMIBC CIS (Sept 2025)
- Merck
First systemic PD-1 inhibitor approved for BCG-unresponsive NMIBC CIS
- CG Oncology
Intravesical oncolytic immunotherapy, BLA Q4 2026, BCG-unresponsive NMIBC
- AstraZeneca (ADR)
PD-L1 inhibitor + BCG, FDA-approved May 2026 for BCG-naive NMIBC
- Bristol-Myers Squibb
PD-1 inhibitor, broad urothelial approvals; Phase 2 BCG-unresponsive NMIBC
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ImmunityBio | $8.83 | +4.50% | $8.85B | — | — | 53.4 | +93.9% |
| Johnson & Johnson | $269.07 | −0.15% | $649.40B | 31.2 | 22.7 | 6.6 | +6.6% |
| Merck | $152.93 | +2.30% | $369.24B | 119.6 | 17.7 | 5.6 | +5.1% |
| CG Oncology | $78.71 | +0.59% | $6.90B | — | — | 1,108.2 | — |
| AstraZeneca (ADR) | $168.92 | +0.49% | $260.70B | 25.2 | 15.9 | 4.2 | +6.4% |
| Bristol-Myers Squibb | $62.89 | +0.43% | $127.91B | 13.8 | 9.8 | 2.6 | +5.7% |
| Median | 28.2 | 16.8 | 5.6 | +6.1% |