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    Why ImmunityBio (IBRX) Is Up 16.8% After New ANKTIVA Data, FDA Progress And Saudi Approvals

    Simply Wall St·01/25/2026 00:30:32
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    • In recent weeks, ImmunityBio has reported updated Phase 2 data in recurrent glioblastoma, advanced FDA discussions on its ANKTIVA bladder cancer filings, and secured Saudi approvals for ANKTIVA in both non-muscle invasive bladder cancer and metastatic non-small cell lung cancer.
    • Together, these developments highlight ImmunityBio’s attempt to build a broad immunotherapy platform spanning checkpoint-experienced lung cancer, bladder cancer, and chemo-free cell therapy combinations in aggressive brain tumors.
    • We’ll now examine how this breadth of ANKTIVA indications, especially the chemo-free glioblastoma regimen, shapes ImmunityBio’s investment narrative.

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    What Is ImmunityBio's Investment Narrative?

    To own ImmunityBio here, you have to believe its ANKTIVA‑centric platform can turn today’s early bladder, lung and glioblastoma programs into durable, commercial franchises before the company’s limited cash runway and ongoing losses force more painful dilution. The latest Saudi approvals in bladder and lung cancer, the FDA’s openness to an sBLA resubmission without a new trial, and the chemo‑free glioblastoma data all reinforce the near‑term catalyst cluster around regulatory decisions and launch execution, rather than changing the story entirely. They may strengthen the case for ANKTIVA as a multi‑indication asset, but they do not remove core risks: negative equity, high cash burn, a volatile share price that has already moved very sharply, and heavy dependence on a single product family.

    However, there is one funding and dilution risk here that investors should not overlook. ImmunityBio's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

    Exploring Other Perspectives

    IBRX 1-Year Stock Price Chart
    IBRX 1-Year Stock Price Chart

    Across 11 Simply Wall St Community fair value estimates, views on ImmunityBio range widely, from US$0.33 to US$18.14. That spread sits against a company whose recent ANKTIVA newsflow has powered a very large short term share price move, while leaving core financing and execution risks firmly in place. Readers can use these contrasting community and fundamental views to test their own expectations for how the current catalysts might play out.

    Explore 11 other fair value estimates on ImmunityBio - why the stock might be worth less than half the current price!

    Build Your Own ImmunityBio Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.