ImmunityBio (IBRX) reported second-quarter 2026 total revenue of $51.2 million and net product revenue of $50.7 million, up 92% year over year and 15% sequentially. Net loss attributable to common stockholders was $230.4 million, or $0.22 per basic and diluted share.
First-half 2026 net product revenue totaled $94.8 million, up 121% from the first half of 2025. The company reported $357.4 million in cash and cash equivalents, and marketable securities as of June 30, 2026.
- Q2 net product revenue marked the eighth consecutive quarter of sequential growth since ANKTIVA’s commercial launch.
- The FDA accepted the company’s sBLA for ANKTIVA plus BCG in BCG-unresponsive NMIBC with papillary disease without CIS, with a PDUFA date of January 6, 2027.
- The United Arab Emirates granted marketing authorization for ANKTIVA across BCG-unresponsive NMIBC for CIS and papillary disease and metastatic NSCLC.
- ANKTIVA is approved or authorized in five regulatory jurisdictions, expanding its footprint to 34 countries.
- ImmunityBio entered an exclusive development and supply agreement with Japan BCG Laboratory for intravesical Tokyo-172 BCG in the U.S.
$IBRX Insider Trading Activity
$IBRX insiders have traded $IBRX stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $IBRX stock by insiders over the last 6 months:
- BARRY J. SIMON has made 0 purchases and 5 sales selling 298,033 shares for an estimated $3,046,602.
- CHRISTOBEL SELECKY has made 0 purchases and 4 sales selling 281,200 shares for an estimated $2,560,281.
- CHERYL COHEN sold 131,210 shares for an estimated $1,246,941
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$IBRX Hedge Fund Activity
We have seen 218 institutional investors add shares of $IBRX stock to their portfolio, and 108 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANE STREET GROUP, LLC removed 13,519,992 shares (-95.0%) from their portfolio in Q1 2026, for an estimated $103,698,338
- HRT FINANCIAL LP added 3,925,446 shares (+inf%) to their portfolio in Q1 2026, for an estimated $30,108,170
- ALPHACORE CAPITAL LLC removed 2,986,489 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $22,906,370
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 2,927,552 shares (+inf%) to their portfolio in Q1 2026, for an estimated $22,454,323
- GOLDMAN SACHS GROUP INC removed 2,915,606 shares (-47.4%) from their portfolio in Q1 2026, for an estimated $22,362,698
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 2,475,223 shares (-67.7%) from their portfolio in Q1 2026, for an estimated $18,984,960
- SQUAREPOINT OPS LLC removed 1,494,713 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $11,464,448
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
