ImmunityBio Shares Surge on Updated Durable Lymphoma Study Results

Core Insights - ImmunityBio's shares increased by 39.8% on Friday and an additional 9.4% in after-hours trading following the release of updated efficacy and safety data from the QUILT-106 clinical study [2][8] - The QUILT-106 study is assessing an allogeneic CD19 CAR-NK therapy in combination with Roche's Rituxan for patients with Waldenström non-Hodgkin's lymphoma, showing promising results [3][4] Study Results - Updated data from the QUILT-106 study indicate durable complete responses and sustained disease control in patients with Waldenström NHL, with 100% disease control observed to date and responses extending up to 15 months [4][8] - The treatment regimen involves off-the-shelf CD19 CAR-NK cells combined with Rituxan, administered in an outpatient setting without the need for chemotherapy-based lymphodepletion [5][9] - Four patients have been enrolled in the study, all of whom remain in clinical disease control, with two patients demonstrating durable complete remission at seven and 15 months, respectively [6][10] Market Performance - Over the past six months, ImmunityBio's shares have surged by 106%, significantly outperforming the industry average growth of 22.1% [7] Future Developments - Enrollment and follow-up in the QUILT-106 study are ongoing, with further clinical updates expected as more patients become evaluable [10] - A follow-up study is planned to evaluate the combination of NK-CAR with ImmunityBio's IL-15 superagonist, Anktiva, and Roche's Rituxan to enhance current results in indolent lymphoma [10] Additional Programs - ImmunityBio is making progress in its first-line BCG-naïve NMIBC program, with enrollment in the QUILT-2.005 study exceeding expectations, targeting full enrollment by Q2 2026 [12] - The QUILT-2.005 study is evaluating Anktiva in combination with BCG, showing statistically significant improvements in complete response duration compared to BCG alone [14]