ImmunityBio: Revisiting My Bearish Call After A Strong Rally (Rating Upgrade)

ImmunityBio earns a cautious buy rating as Anktiva demonstrates strong efficacy and safety in NMIBC and shows promise across broader oncology indications. IBRX's valuation now reflects significant future revenue; rapid share appreciation and anticipated dilution temper near-term upside despite robust revenue ramp and pipeline catalysts. Anktiva's combination with BCG outperforms competitors, with 84% CR in BCG-naïve NMIBC and potential label expansion pending FDA decision in early 2027.

Seeking Alpha • Jul 20, 2026

ImmunityBio: ANKTIVA's Commercial Momentum Supports A Buy

ImmunityBio offers a best-in-class, approved immunotherapy, ANKTIVA, driving rapid revenue growth and significant market share in NMIBC. IBRX's pipeline is robust, with multiple Phase 1-3 trials targeting NSCLC, glioblastoma, HIV, and other high-value indications, supporting long-term upside. The recent 40% pullback from 52-week highs creates an attractive entry point, with strong balance sheet support and no immediate financial risks.

Seeking Alpha • Jul 17, 2026

Squeeze Watch: 10 Stocks Bears Love to Hate Most Right Now

Short‑interest screens are lighting up with a tight cluster of mid‑ and large‑cap names where bearish bets have gone all‑in, turning these stocks into live‑wire squeeze candidates rather than sleepy laggards.

Benzinga • Jul 13, 2026

Moderna Drops 11%, ImmunityBio and Sarepta Therapeutics Tumble 8% in Biotech Rout

Biotech is the story at midday Friday, and it's not a pretty one for shareholders who chased the sector's monster 2026 run.

24/7 Wall Street • Jul 10, 2026

ImmunityBio: A Long-Term Bull Case Worth Watching

ImmunityBio is pivoting from a single-product Anktiva focus to a broad immunotherapy platform, emphasizing memory-like cytokine-enriched NK cells (M-ceNK). Key near-term catalysts include the pivotal QUILT-2.005 bladder cancer trial, lymphopenia indication expansion, and the glioblastoma (GBM) program, each validating the immune-restoration thesis. IBRX trades at a significant premium (65x trailing sales, 44x forward sales), reflecting high expectations for Anktiva's transition to first-line therapies and broader platform validation.

Seeking Alpha • Jul 7, 2026

ImmunityBio (IBRX) Moves 11.8% Higher: Will This Strength Last?

ImmunityBio (IBRX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Zacks Investment Research • Jun 29, 2026

ImmunityBio Presents New Clinical and Comparative Data Across Lung and Bladder Cancer at ASCO 2026

CULVER CITY, Calif.--(BUSINESS WIRE)--ImmunityBio, Inc. (NASDAQ: IBRX), a commercial-stage immunotherapy company, today announced two poster presentations and one online publication at the American Society of Clinical Oncology (ASCO) Annual Meeting, taking place May 29-June 2, 2026, in Chicago. The presentations span two randomized Phase 3 trials in advanced NSCLC and a matched adjusted indirect comparison (MAIC) in BCG unresponsive non-muscle invasive bladder cancer (NMIBC), and collectively e.

Business Wire • Jun 1, 2026

IBRX Stock Outlook After Q1 Results and a New FDA Review

ImmunityBio eyes a steadier path after a 290% YTD surge as investors watch Anktiva demand, FDA review timing and execution risks.

Zacks Investment Research • May 29, 2026

ImmunityBio: Anktiva Explained and What Comes Next

IBRX's Anktiva drives a 668% revenues jump in 2025 as ImmunityBio expands bladder cancer approvals and pursues new catalysts.

Zacks Investment Research • May 29, 2026

IBRX and the BCG Shortage: Deals That Could Expand Demand

ImmunityBio targets the BCG shortage with new supply deals and label expansion efforts that could strengthen Anktiva demand in bladder cancer.

Zacks Investment Research • May 29, 2026