ImmunityBio Inc (IBRX) Options

$16 million revenue last qtr, up 129% QTQ

Any thoughts as to how that looks per exepctations?

I'm normally a trader, but I did actually buy this one for an investment. I saw the Doc in an interview with Tucker and knew he was "the real deal".
Crazy smart AND successful. And it sounded like his ideas where worth investing in.
Will probably just add here & there with future profits. Could be a huge payoff in the future.

I think this is going to bounce around in the current range until we get some more clarity on future cash flow projections to offset current cash burn. I think PSS has the goods, but needs to take care of the balance sheet and ramp up their revenues....so a good stock to hold and wait for the break out...IMO!

Got in late yesterday @ 2.95. Some decent action early this morning.

Tough to hold any gain when the funding issue looms so large.....now he may be able to dispel this at the investors conference because from what I can see, that is the only thing holding us back.

up big on big volume - 15 million shares

Nice rebound on Investor Day news!

Wonder if we can break $4 when the presentation occurs on the 15th?

Somewhere in that range I would think, which means PSS has to do something to deal with cash burn, or arrange some minimal dilutive funding, or both.

$15 million in revenue the first quarter?
With a permanent J-code (J9028) awarded in January 2025, ImmunityBio’s February 2025 ANKTIVA® unit sales volume grew 97% over unit sales volume in December 2024
ANKTIVA sales momentum continues to trend upward quarter to date 2025, with sales volume in February representing a 67% increase month-over-month from January
Sales volume in the 2 months in 2025 to date shows a 69% increase over the sales volume in the 2 months prior (November and December 2024) and already exceeds the total units for all of Q4 2024
For the three-month period ending December 31, 2024 prior to permanent J-code approval, ImmunityBio achieved net product revenue of approximately $7.2 million,

probably a good time for options....should go back to $3.50 soon

IBRX.....................................https://stockcharts.com/h-sc/ui?s=IBRX&p=W&b=5&g=0&id=p86431144783

please interpret

IBRX.............https://stockcharts.com/h-sc/ui?s=IBRX&p=W&b=5&g=0&id=p86431144783

IBRX.......................................https://stockcharts.com/h-sc/ui?s=IBRX&p=W&b=5&g=0&id=p86431144783

great news today. so much potential for this company

IBRX BIO BEST OF THE DAY

Five cases in patients all with metastatic pancreatic cancer https://pmc.ncbi.nlm.nih.gov/articles/PMC11813753/

I agree....looks like she is getting ready to make a move higher🤞....would be nice to make a strong move over $3.50 and then consolidate here before a move back over $4! It is all about funding IMO!

Another nice finish. Building strength!

did very well today and this week despite MMs attempt to hold it down
future looks bright 😎

yup....I think PSS has a lot more in the hamper....2025 and 2026 are going to be very big for this stock! IMO

Things sure change fast with this stock.
FDA posting is BIG

Liking it zone up next  $3.23 to $3.70 some being hit now. 
$3.22 +'5% 

Well that was a pretty great day up 27%....is this the beginning of the runnup or just a short term pump? Regardless, whether the share price does back off or not, still believe longer term...even just year end, this is going to be a lot higher.

And of course, if Anktiva worldwide approvals continue, revenue starts ramping up, and trials continue to throw off strong data.....well then the share price does have a long way to run....we will see!

IBRX....................https://stockcharts.com/h-sc/ui?s=IBRX&p=W&b=5&g=0&id=p86431144783

I agree...typically the underwriters support the stock for at least a short period of time(1 to 2 months anyway) so that the offering looks OK to their customers....this one is very strange as the stock has just kept falling...which really does not make a lot of sense if you look at where it was trading before the offering and the price target from their analysts???

I am considering this an anomaly, and have continued to buy and build a position......am I missing something???

People who bought the december offering at $3 a share sure are tasting some pain. Surprise the underwriters arent supporting the stock better.

ImmunityBio has granted the underwriters a 30-day option to purchase up to an additional 5,000,000 shares of its common stock at the public offering price
I wonder if the underwriters exercised this option or not. $3 share price doesnt look to great a deal at the moment.

Yes, I believe that management has a plan and this is the first of a slew of positive news coming in 2025....and the bet is that this may be their final equity raise....or at least their final equity raise in the lower single digits....next one(if required) could be in the teens?

I think buying under $3 is as close as you can get to a slam dunk....at the very least, you will see this stock jump up to the mid $3's which will allow a quick profit on a trade....I happen to think that while the share price may be somewhat volatile, we are going a lot higher in 2025.....As for the $30 price target by one of the analysts covering the stock....while that would obviously be a huge upside surprise....I am thinking that upper single digits in 2025 would be a more reasonable guesstimate of where this stock price may be going.

So you can buy for the trade, or you can buy for a longer hold and a decent shot at a huge upside on the share price...IMO of course!!!

IBRX today announced the unique, permanent Healthcare Common Procedure Coding System (HCPCS) J-code assigned by the Centers for Medicare & Medicaid Services (CMS) for ANKTIVA® (nogapendekin alfa inbakicept-pmln) became effective January 1, 2025. The U.S. Food and Drug Administration (FDA) approved ANKTIVA with Bacillus Calmette-Guérin (BCG) for the treatment of adult patients with BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with carcinoma in situ (CIS), with or without papillary tumors.

Healthcare providers may now use the permanent J-code, J9028 (Injection, nogapendekin alfa inbakicept-pmln, for intravesical use, 1 microgram), when submitting claims for ANKTIVA. J-codes are unique identifiers used by U.S. government and commercial payers, as well as physicians and their office staff, to streamline the billing and reimbursement process for intravesically administered therapies and certain other treatments.

More evidence of a revenue ramp-up

Here is how I see it…anything under $3 is a real bargain……I see the stock going up at least 20% in the coming months…so you could buy this thing just for a trade ! However i believe it is going a lot higher…the fact that PSS only raised $100 mil, indicates that management believes there is a big jump in revenue coming in 2025, and there will be plenty of news to support the stock price! We will see!

Should climb over $3 as offering closed at $3
Bankers begin support and tax loss selling ends today
January effect should be good

IBRX under $3

Anyone know if the $100 million in stock offering(33 mil shares) is now complete? This was originally to close around Dec 12th....also there was an option for an additional 5 million shares to the underwriters for 30 more days after closing.

Just curious as to who were the buyers of this stock? I would hope and think once this offering closes the share price should slowly start to head higher again.

Sub $2.50 next week?
Year-end selling killing this one...or is it something else?

This will be interesting, but we know that cancer cells are able to develop multiple mechanisms that enable the evasion of NKs. These mechanisms are likely the reason why NK based therapies show only limited success in clinic trials. Here is just one mechanism (that was recently found) https://www.cell.com/cell/abstract/S0092-8674(24)00355-6

We have been saying for a long time that checkpoints alone is not the answer since ultimately the cancer cell loses the receptor to T cells to evade the treatment. MHC-1 loss and cold tumors is the universal mechanism for tumors to progress. So adding more checkpoints to…— Dr. Pat Soon-Shiong (@DrPatSoonShiong) November 26, 2024

A new paper on anti-HER2 CAR-NKs (+/- anti-PD-1) https://academic.oup.com/neuro-oncology/article/26/Supplement_8/viii85/7890050

what do you think is the biggest factor for the recent rise?

IBRX........................https://stockcharts.com/h-sc/ui?s=IBRX&p=W&b=5&g=0&id=p86431144783

IBRX ROCKET SHIP

IBRX PUSH PUSH PUSH

IBRX...................................https://stockcharts.com/h-sc/ui?s=IBRX&p=W&b=5&g=0&id=p86431144783

IBRX BIO BEAST

Not bad $5.13 + 28%

A case report. From it: ''Here, we report the compassionate use treatment of this combination in a patient with recurrent, metastatic pancreatic cancer (mPC) after 3 lines of therapy. Under the initial single-patient Investigational New Drug (spIND) protocol, the patient received N-803, PD-L1 t-haNK cells, and the albumin doxorubicin conjugate aldoxorubicin for ~27 months. The patient's disease became stable on this regimen, and a transient complete response was observed by ~14 months of therapy. Due to progression, a second spIND protocol was designed whereby the patient received E-EDV-D682 plus EDV-GC for more than 24 months, which resulted in stable disease and the patient's continued survival at the time this report was written.'' https://academic.oup.com/oncolo/advance-article/doi/10.1093/oncolo/oyae267/7814737

$2 would be great. We'll see.

Wait until it hits $2.50

Hold!

bouncer$ ImmunityBio Presents Positive Long-Term Overall Survival Data in Non-Small Cell Lung Cancer Patients and Announces Registrational Intent Phase 3 Trials with ANKTIVA® and Checkpoint Immunotherapy at World Conference on Lung Cancer

https://immunitybio.com/immunitybio-presents-positive-long-term-overall-survival-data-in-non-small-cell-lung-cancer-patients-and-announces-registrational-intent-phase-3-trials-with-anktiva-and-checkpoint-immunotherapy/

IBRX under $4

Down and down, is approval for other cancer expected in June dead?