ImmunityBio Clocks 700% Revenue Surge In 2025 From Lead Bladder Cancer Drug

Core Viewpoint - ImmunityBio, Inc. is experiencing significant sales momentum, highlighted by a remarkable increase in preliminary net product revenue for its immunotherapy product Anktiva, which is FDA-approved for non-muscle invasive bladder cancer [1][2]. Financial Performance - Preliminary net product revenue for Anktiva reached approximately $113 million for fiscal 2025, reflecting a 700% year-over-year increase [2]. - For Q4 2025, the company reported revenue of about $38.3 million, surpassing the previous quarter's $31.8 million, marking a 20% quarter-over-quarter increase and a 431% year-over-year increase [3]. - The company noted a 750% increase in unit sales volume for Anktiva in 2025 compared to 2024 [3]. Management Commentary - Richard Adcock, President and CEO, stated that the company delivered strong quarter-over-quarter revenue growth, indicating accelerating adoption of Anktiva and effective execution of its commercial strategy [4]. Cash Position - The company ended the quarter with an estimated $242.8 million in cash, cash equivalents, and marketable securities [4]. Clinical Data - Anktiva demonstrated statistically significant immune restoration in a study involving 151 patients with non-small cell lung cancer, showing a consistent association between lymphocyte recovery and improved survival [5]. Stock Performance - ImmunityBio is currently trading 67.1% above its 20-day simple moving average (SMA) and 58.7% above its 100-day SMA, indicating strong short-term momentum [6]. - The stock has increased 55.44% over the past 12 months and is closer to its 52-week highs than lows [6]. Technical Indicators - The RSI is at 77.54, indicating the stock is in overbought territory, while the MACD is above its signal line, reinforcing bullish sentiment [7]. Analyst Consensus - The stock carries a Buy Rating with an average price forecast of $13.67, with recent analyst actions indicating a positive outlook [8]. - D. Boral Capital has a Buy rating with a target of $24.00, while Jefferies has raised its target to $9.00 [9]. Market Position - ImmunityBio's Benzinga Edge scorecard indicates strong momentum, with a bullish score of 70.55/100, suggesting the stock is outperforming the broader market [10]. Recent Price Action - ImmunityBio shares were up 26.16% at $3.81 at the time of publication [11].