ImmunityBio, Inc. (IBRX) experienced a notable increase of 15.73% in its stock price, reaching $10.81, as the company disclosed impressive sales figures for 2025. The surge in share price was driven by a remarkable 700% increase in ANKTIVA net product revenue, which amounted to $113 million. This robust performance signals strong demand and expanding market access for the company”s innovative cancer therapies.
In detail, ANKTIVA unit sales surged 750%, contributing significantly to the company”s end-of-year results. The impressive growth reflects a rising acceptance of the treatment in various clinical settings. Furthermore, ImmunityBio has secured regulatory approvals across 33 countries, including major markets such as the United States, the European Union, the United Kingdom, and Saudi Arabia. This rapid global rollout underscores the strategic positioning of ANKTIVA in bladder cancer treatment.
The approval from Saudi Arabia marks a pivotal expansion for ANKTIVA, allowing the therapy to be used in combination with checkpoint inhibitors for treating metastatic non-small cell lung cancer. This development not only broadens the therapeutic applications of ANKTIVA but also positions the product within a new oncology market. The commercial launch in Saudi Arabia is anticipated within the next 60 days, promising further growth opportunities.
On the clinical front, ImmunityBio has been advancing several programs aimed at enhancing the efficacy of ANKTIVA. The company is actively engaged in trials targeting bladder cancer, lung cancer, glioblastoma, and pancreatic cancer, with the goal of reinforcing ANKTIVA”s role as a cornerstone of immunotherapy. Additionally, ImmunityBio is exploring combination therapies involving ANKTIVA with CAR-NK and M-ceNK cell therapies to expand its reach across solid tumors.
Patents for ANKTIVA have been secured beyond 2035, ensuring long-term exclusivity for its use in combination with anti-PD-1 and anti-PD-L1 inhibitors. This extended patent protection is crucial for maintaining a competitive edge in the immunotherapy market.
The company has also bolstered its commercial infrastructure through strategic partnerships in Europe and the Middle East. Notably, Accord Healthcare has deployed over 100 commercial professionals across 30 countries to facilitate the launch in the EU and UK, while new subsidiaries in Dublin and Saudi Arabia enhance operational capabilities.
Financially, ImmunityBio reported a significant increase in product revenue alongside higher investments in research and development, which reached $63.9 million in the fourth quarter. The firm ended the year with $242.8 million in cash and marketable securities, providing a solid foundation for ongoing and future development initiatives.
