TLDR
- ImmunityBio pops 15.73% to $10.81 as ANKTIVA revenue rockets 700%.
- ANKTIVA unit sales jump 750% as 2025 net product revenue hits $113M.
- Approvals span 33 countries as EU, UK, US and Saudi rollout accelerates.
- Saudi nod expands ANKTIVA into lung cancer with launch expected in 60 days.
- Patents beyond 2035 and $242.8M cash back an expanding trial pipeline.
ImmunityBio (IBRX) shares jumped 15.73% to $10.81 after the company reported strong 2025 sales momentum and rapid global expansion. The surge followed a sharp mid-morning breakout as the firm confirmed a 700% rise in ANKTIVA net product revenue. The update highlighted expanding approvals, rising unit demand, and accelerating clinical programs across multiple cancer indications.
ANKTIVA Revenue Strength and Market Expansion
ImmunityBio posted $113 million in full-year net product revenue for 2025 and recorded a 20% sequential increase in the fourth quarter. The company also confirmed a 750% rise in ANKTIVA unit sales, which supported the stronger end-of-year performance. These gains reflected rising clinical use and broader access across its approved treatment settings.
Moreover, ANKTIVA secured regulatory authorization in 33 countries across four major jurisdictions, marking a fast global rollout. These approvals covered the United States, the European Union, the United Kingdom, and Saudi Arabia. This broad footprint positioned the therapy as a central component in bladder cancer treatment strategies.
Saudi Arabia granted the first approval for ANKTIVA in combination with checkpoint inhibitors for metastatic non-small cell lung cancer. This decision expanded the therapy beyond bladder cancer and opened a new oncology market. The commercial launch in the Kingdom is expected within 60 days and will support additional submissions worldwide.
Clinical Development Progress and Long-Term Exclusivity
ImmunityBio advanced multiple clinical programs that support the three-year strategy for ANKTIVA as a core immunotherapy platform. Trials included ongoing studies in bladder cancer, lung cancer, glioblastoma, and pancreatic cancer. These programs aim to expand the therapy’s role across solid tumors and broader immunotherapy settings.
The company also progressed development of ANKTIVA combinations with CAR-NK and M-ceNK cell therapies. These platforms continued enrollment across pancreatic cancer, glioblastoma, and hematologic malignancies. This work aligned with efforts to develop next-generation immunotherapy combinations.
Patent protection extended beyond 2035 for ANKTIVA combinations with anti-PD-1 and anti-PD-L1 inhibitors. These issued patents secured exclusivity for the IL-15 receptor agonist approach. This positioning supported long-term commercial potential across multiple tumor types.
Commercial Infrastructure and Financial Performance
ImmunityBio expanded its commercial network through partnerships in Europe and the Middle East. Accord Healthcare deployed more than 100 commercial professionals across 30 countries to support the EU and UK launch. New subsidiaries in Dublin and Saudi Arabia strengthened distribution and operational capacity.
The company also secured partnerships with BioPharma and Cigalah to expand regional access. These collaborations supported ANKTIVA availability across Saudi Arabia and the MENA region. This structure enabled wider adoption as regulatory approvals increased.
Full-year financials showed a notable rise in product revenue and higher R&D investments linked to advancing trials. R&D reached $63.9 million in the fourth quarter as manufacturing and clinical activities expanded. ImmunityBio ended the year with $242.8 million in cash and marketable securities, which supported ongoing development.
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