Did ANKTIVA’s Expanding Approvals and Chemo‑Free GBM Data Just Shift ImmunityBio’s (IBRX) Investment Narrative?

Simply Wall St.02-01 09:27

In January 2026, ImmunityBio reported expanded enrollment in its Phase 2 QUILT-3.078 glioblastoma trial, updated FDA interactions on a supplemental Biologics License Application for ANKTIVA in ...

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Together with very large recent sales growth for ANKTIVA and emerging data on a chemotherapy-free regimen in glioblastoma, these regulatory and clinical steps underscore how ImmunityBio is advancing both its commercial footprint and its broader immunotherapy pipeline. We’ll now examine how the chemotherapy-free glioblastoma regimen and ANKTIVA’s expanding approvals shape ImmunityBio’s broader investment narrative. Uncover the next big thing with financially sound penny stocks that balance risk and reward.AdvertisementWhat Is ImmunityBio's Investment Narrative?To own ImmunityBio, you have to believe its ANKTIVA franchise and broader immunotherapy toolkit can meaningfully convert scientific traction into a sustainable commercial business, despite ongoing losses and balance sheet strain. The January 2026 updates fit directly into that thesis: expanded enrollment in the QUILT-3.078 glioblastoma study and additional single-patient IND experience keep the chemotherapy-free GBM regimen front and center as a short term clinical catalyst, while the FDA Type B meeting on the papillary NMIBC sBLA and Saudi approvals reinforce ANKTIVA’s role as the core revenue driver. At the same time, the stock’s very large January move and a new securities investigation highlight how sensitive the shares are to trial updates and legal or funding setbacks, which now sit alongside regulatory milestones as the key near-term swing factors. However, one emerging issue could matter more to shareholders than the latest trial headline.\n\nDespite retreating, ImmunityBio's shares might still be trading above their fair value and there could be some more downside. Discover how much.Exploring Other PerspectivesIBRX 1-Year Stock Price Chart Eleven Simply Wall St Community valuations for ImmunityBio span roughly US$0.33 to almost US$20 per share, reflecting sharply different expectations. Set that against the recent legal investigation and cash runway concerns, and it is clear you are weighing very different potential futures for the same company.Explore 11 other fair value estimates on ImmunityBio - why the stock might be worth over 3x more than the current price!Build Your Own ImmunityBio NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your ImmunityBio research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision.Our free ImmunityBio research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ImmunityBio's overall financial health at a glance.Contemplating Other Strategies?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:AI is about to change healthcare. These 110 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.We've found 14 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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