ImmunityBio (IBRX) Stock Surges 30% on 700% Revenue Growth

TLDR

• ImmunityBio shares jumped 30.79% Thursday after preliminary 2025 results showed Anktiva revenue surged 700% to $113 million
• Q4 2025 revenue reached $38.3 million, representing a 20% sequential increase and 431% year-over-year growth
• Saudi FDA approved Anktiva for metastatic non-small cell lung cancer and BCG-unresponsive bladder cancer
• Analysts maintain Strong Buy ratings with a $7.33 average price target, suggesting 85.57% upside from current levels
• Unit sales of Anktiva increased 750% in 2025 as physician adoption accelerated throughout the year

ImmunityBio stock closed at $3.95 Thursday, posting a 30.79% gain. The biotech company released preliminary 2025 results showing Anktiva revenue climbed from $15 million in 2024 to $113 million.

ImmunityBio, Inc., IBRX

Trading volume hit 70.4 million shares, roughly 442% above the three-month average. The stock has rallied throughout the week following several positive developments.

Fourth quarter revenue totaled $38.3 million, up 20% from Q3 and 431% from the same period last year. Net product revenue drove the company’s growth as adoption picked up momentum.

Saudi Approvals Open New Markets

Saudi FDA granted approval for Anktiva combined with checkpoint inhibitors for metastatic non-small cell lung cancer. This represents the first global approval for this indication.

The regulatory body also approved Anktiva plus BCG for BCG-unresponsive bladder cancer. ImmunityBio now holds approvals in the U.S., U.K., and conditional approval in the EU.

Earlier this week, the company shared positive lung cancer data. The results open potential new revenue opportunities as the therapy’s addressable market expands.

Anktiva is an IL-15-based treatment that activates T cells and natural killer cells. The therapy has delivered strong response rates in bladder cancer patients with long-lasting benefits.

Strong Unit Sales Growth

Unit sales of Anktiva jumped 750% in 2025 compared to 2024. The rapid uptake reflects growing physician confidence in the treatment.

The company is progressing ahead of schedule in its Phase 2b trial for first-line, BCG-naïve bladder cancer. Full enrollment is expected in the first half of 2026.

ImmunityBio’s market cap stands at $3.9 billion with a gross margin of 80.41%. The stock’s 52-week range sits between $1.83 and $4.27.

Wall Street analysts have assigned three Buy ratings in the past three months, creating a Strong Buy consensus. The average price target of $7.33 implies 85.57% upside potential.

The S&P 500 gained 0.27% Thursday while the Nasdaq Composite added 0.25%. Biotech peers Incyte fell 0.67% to $105.24, and Vertex Pharmaceuticals dropped 2.36% to $438.92.

ImmunityBio went public in 2015 and has declined 89% since its IPO. However, recent commercial success with Anktiva has renewed investor interest.

The therapy’s geographic expansion creates multiple growth pathways. New approvals in Saudi Arabia could serve as a template for other international markets.

Clinical trial progress continues ahead of expectations. The Phase 2b study completion timeline positions the company for potential label expansion in 2026.

Revenue guidance for 2025 exceeded Wall Street expectations. The 20% sequential quarterly growth demonstrates sustained commercial momentum heading into 2026.

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