ImmunityBio (IBRX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 07, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.07

Last Year’s EPS

-0.15

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 03, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlighted strong commercial traction for ANKTIVA with very large year-over-year revenue and unit growth, multiple regulatory milestones (including EU conditional authorization and Saudi first-in-world lung cancer approval), robust enrollment and promising clinical signals across randomized and single-arm QUILT programs, and strategic commercial partnerships and manufacturing initiatives. Offsetting these positives are substantial operating losses and cash burn, significant balance sheet liabilities, continued high R&D investment (including a one-time $14M equipment write-off), and some regulatory delays and market-access complexity in certain cohorts and geographies. Overall, the company is demonstrating clear commercial momentum and clinical progress but remains capital-intensive and faces execution and regulatory risks as it scales internationally.

Company Guidance

The company did not provide forward financial guidance on the call but gave extensive 2025 metrics and near‑term milestones: ANKTIVA net product revenue was $113.0M in FY2025 (up 700% vs $14.1M in FY2024) with unit volumes +750% YoY and Q4 revenue $38.3M versus Q3 $31.1M (+20% sequential); ANKTIVA is authorized in 33 countries across four major jurisdictions (US, U.K., EU, KSA) with an EU conditional marketing authorization in Feb‑2026 and two Saudi approvals (bladder and conditional NSCLC combo) in Jan‑2026; cash, cash equivalents and marketable securities were $242.8M at 12/31/2025 and net cash used in operations was $304.9M for the year; FY R&D expense was $218.6M (vs $190.2M in 2024), SG&A was $150M (down from $168.8M), and FY net loss attributable to common stockholders was $351.4M (improved from $413.6M); key liabilities include $505M related‑party convertible notes and ~ $325M revenue‑interest liability. Clinical/regulatory metrics highlighted: QUILT‑2.005 fully enrolled 366 patients (interim 6‑month CR 85% vs 57%; 9‑month 84% vs 52%), QUILT‑3.032 Cohort A CR 71% (n≈100) with duration >53 months and Cohort B 12‑month DFS 58% / 24‑month DFS 52% with 36‑month disease‑specific survival 96% and ~82% bladder preservation; recombinant BCG expanded access spans ~100 sites and ~580 patients with several thousand doses delivered, BCG‑naive enrollment reported at 100% with a targeted BLA in Q4‑2026, QUILT‑3.055 treated ~147 patients, and the company introduced its askIB AI platform and NANT Leonardo automated cell‑manufacturing plans.

Transformational Revenue Growth for ANKTIVA

Full-year net product revenue for ANKTIVA was $113.0M in FY2025 versus $14.1M in FY2024, a 700% year-over-year increase; unit sales volume increased ~750% year-over-year, and Q4 revenue of $38.3M represented a 20% sequential increase vs Q3, indicating accelerating commercial adoption.

Rapid Global Regulatory and Commercial Expansion

ANKTIVA authorized in 33 countries and 4 major jurisdictions (U.S., U.K., Saudi Arabia, European Union) within ~2 years of initial FDA approval; European Commission granted conditional marketing authorization in Feb 2026 (EU27 + Iceland, Norway, Liechtenstein).

Key Regional Approvals and Partnerships

Saudi FDA granted approvals for ANKTIVA in BCG-unresponsive NMIBC and conditional approval in combination with checkpoint inhibitors for metastatic NSCLC (first worldwide lung cancer authorization); commercial partnerships: Accord Healthcare for EU/U.K. distribution (deploying 100+ personnel), Biopharma and Cigalah for Middle East/North Africa, Irish and Saudi subsidiaries established.

Strong Clinical Program Readouts and Enrollment Milestones

QUILT-2.005 (BCG-naive NMIBC) fully enrolled 366 patients; interim results showed 6-month complete response (CR) 85% (ANKTIVA+BCG) vs 57% (BCG alone) and 9-month CR 84% vs 52% (statistically significant at interim). QUILT-3.032 Cohort A (BCG-unresponsive CIS ± papillary) reported 71% CR with duration extending beyond 53 months; Cohort B (papillary) met endpoints: 12‑month disease-free 58%, 24‑month 52%, 36‑month disease-specific survival 96% and ~82% bladder preservation.

Commercial Evidence of Physician Adoption

Company reported repeat prescribing behavior, uptake across community urology practices and academic centers, and generation of real-world evidence supporting routine use in BCG-unresponsive NMIBC; majority of FY2025 ANKTIVA revenue driven by U.S. commercial performance.

Progress on Manufacturing and Novel Platforms

Advancing NANT Leonardo AI-driven robotic cellular manufacturing (Dunkirk, NY) for scalable NK/CAR-NK and m-ceNK production; introduced askIB, an internal AI platform to integrate LLMs and analytics across R&D, manufacturing, and operations.

Expanded Access and Supply Response for BCG Shortage

FDA-authorized expanded access program for recombinant BCG to address longstanding global shortage: ~100 clinical sites active/activating, ~580 patients dosed as of Feb 2026 and several thousand doses delivered, supporting both monotherapy and combination use with ANKTIVA.

Narrowing Net Loss and Active Pipeline Investment

Full-year net loss attributable to common stockholders narrowed to $351.4M in 2025 from $413.6M in 2024 (improvement of ~$62.2M, ~15% reduction) while continuing aggressive R&D investment across multiple platforms (ANKTIVA combos, CAR-NK, DNA vaccine).

ImmunityBio (IBRX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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IBRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 07, 2026	2026 (Q1)	-0.07 / -	-0.15	―	―	―
Mar 03, 2026	2025 (Q4)	-0.08 / -0.06	-0.09	33.33% (+0.03)	―
Nov 04, 2025	2025 (Q3)	-0.11 / -0.07	-0.14	50.00% (+0.07)	―	―
Aug 05, 2025	2025 (Q2)	-0.11 / -0.10	-0.2	50.00% (+0.10)	―	―
May 12, 2025	2025 (Q1)	-0.13 / -0.15	-0.2	25.00% (+0.05)	―	―
Mar 03, 2025	2024 (Q4)	-0.20 / -0.09	-0.36	75.00% (+0.27)	―	―
Nov 12, 2024	2024 (Q3)	-0.18 / -0.14	-0.19	26.32% (+0.05)	―	―
Aug 09, 2023	2023 (Q2)	-0.23 / -0.32	-0.24	-31.25% (-0.08)	―	―
May 11, 2023	2023 (Q1)	- / -0.27	-0.26	-3.85% (-0.01)	―	―
Feb 28, 2023	2022 (Q4)	-0.22 / -0.27	-0.23	-16.52% (-0.04)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IBRX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 03, 2026	$10.44	$10.00	-4.21%
Nov 04, 2025	$2.26	$2.08	-7.96%
Aug 05, 2025	$2.41	$2.41	0.00%
May 12, 2025	$2.07	$2.36	+14.01%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Immunitybio Inc (IBRX) report earnings?

Immunitybio Inc (IBRX) is schdueled to report earning on May 07, 2026, TBA (Confirmed).

What is Immunitybio Inc (IBRX) earnings time?

Immunitybio Inc (IBRX) earnings time is at May 07, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is IBRX EPS forecast?

IBRX EPS forecast for the fiscal quarter 2026 (Q1) is -0.07.