ImmunityBio Inc (IBRX)

ImmunityBio's stock has been impacted by several significant events. The company reported strong financial performance, with preliminary net product revenues for fiscal year 2025 reaching approximately $113 million, marking a substantial 700% year-over-year increase. Regulatory approvals have also been key drivers, including approvals from the Saudi FDA (SFDA) and the UK's Medicines and Healthcare products Regulatory Agency (MHRA). In clinical development, ImmunityBio initiated a Phase 2 clinical trial (ResQ215B) in February 2026 and launched the randomized clinical trial (RCT) ResQ201A in the U.S. Analyst sentiment has been overwhelmingly positive, with a "Strong Buy" consensus rating from Wall Street analysts.

There is no specific information available to indicate demand seasonality for ImmunityBio, Inc.'s products and services. Demand would likely be driven by medical need and treatment efficacy rather than seasonal patterns.

ImmunityBio, Inc. is a clinical-stage biotechnology company focused on developing immuno- and cellular therapies to boost the immune system against cancers and infectious diseases. Their platforms include antibody-cytokine fusion proteins, DNA, RNA, recombinant protein vaccines, and cell therapies. Anktiva, an IL-15 superagonist antibody-cytokine fusion protein, has received FDA approval for certain bladder cancer treatments. The company focuses on bladder, lung, and colorectal cancers, as well as glioblastoma multiforme (GBM), and pathogens like SARS-CoV-2 and HIV.

ImmunityBio operates primarily in the United States and Europe, with the U.S. market generating key revenue. The company has manufacturing and research and development (R&D) space in the U.S., South Africa, and Botswana. Its post-merger corporate headquarters is located in Morrisville, North Carolina, and it is also based in San Diego, California.

ImmunityBio's brand reputation over the past year appears to be largely positive, driven by significant advancements and strong analyst confidence. The company has received a "Strong Buy" consensus rating from analysts, with an average target price indicating substantial upside potential. Key events that have positively impacted its reputation include the FDA approval of Anktiva for bladder cancer, as well as subsequent international approvals. The initiation of new clinical trials also contributes to a perception of active research and development.

ImmunityBio, Inc. has a diverse ownership structure. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Jane Street Group, Llc, State Street Corp, and Geode Capital Management, Llc. Dr. Patrick Soon-Shiong, the founder, holds a substantial majority of the company's stock.