ImmunityBio, Inc. (IBRX) Form 8-K — Nov 9, 2026
ImmunityBio reported Q3 2026 net product revenue of $48.7 million, up 53% year-over-year, with nine-month U.S. revenue up 92% to $143.6 million, driven by ANKTIVA adoption. The quarter was highlighted by an October 14, 2026 FDA label expansion of ANKTIVA plus BCG to include BCG-unresponsive NMIBC patients with high-grade papillary-only tumors, plus Israel approval and first European commercial doses, bringing global approvals to 35 countries. However, GAAP net loss widened sharply to $184.6 million for Q3 and roughly $1.0 billion for nine months, the latter mostly from non-cash fair-value swings tied to a related-party convertible note and warrant liabilities as the stock price rose.
Key figures
- Revenue
- 48737000
- Revenue Yoy
- 53%
- Cash Position
- 334300000
- Q3 rd expense
- $71.5M
- Q3 sga expense
- $54.0M
- Global approvals
- 35
- Ytd revenue growth
- 92%
- Q3 adjusted net loss
- $97.9M
- Nine month gaap net loss
- $1.0B
- Q3 2026 net product revenue
- $48.7M
- Ytd 2026 net product revenue
- $143.6M
- Full year 2025 net product revenue
- $113.0M
AI analysis
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