ImmunityBio (IBRX) Is Down 5.6% After New Phase 3 ANKTIVA Lung Cancer Data Release – Has The Bull Case Changed?

Simply Wall St.06-05

Earlier this week at the 2026 ASCO Annual Meeting, ImmunityBio presented new randomized Phase 3 data on its IL-15 receptor agonist ANKTIVA in advanced non-small cell lung cancer and comparative data ...

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The ASCO presentations are important because they provide the first substantial non-small cell lung cancer readout for ANKTIVA and fresh comparative bladder cancer analyses, giving investors a broader view of how the therapy might perform beyond its initial bladder cancer focus. We will now examine how this new Phase 3 ANKTIVA data in advanced non-small cell lung cancer could influence ImmunityBio’s broader investment narrative. AI is about to change healthcare. These 40 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.AdvertisementImmunityBio Investment Narrative RecapTo own ImmunityBio, you have to believe ANKTIVA can move from a single approved bladder cancer product to a broader solid tumor platform without overstretching the balance sheet. The new Phase 3 non small cell lung cancer data may matter mainly if it supports future U.S. or EU lung filings, which could accelerate diversification. In the near term, the most important catalyst still looks like additional bladder cancer label expansion, while the biggest risk remains execution against a cash constrained business with negative equity. The most relevant recent announcement alongside the ASCO data is the FDA’s acceptance of the supplemental BLA for ANKTIVA plus BCG in BCG unresponsive papillary only NMIBC, with a January 6, 2027 PDUFA date. That filing, if successful, could extend the addressable bladder cancer population and deepen ANKTIVA usage just as new lung cancer evidence emerges. Together, they frame how much of ImmunityBio’s story still revolves around converting clinical signals into durable, multi indication revenue. Yet while these developments sound encouraging, investors should also be aware that... Read the full narrative on ImmunityBio (it's free!)ImmunityBio's narrative projects $1.2 billion revenue and $435.5 million earnings by 2029. This requires 118.9% yearly revenue growth and about a $787 million earnings increase from -$351.4 million today.Uncover how ImmunityBio's forecasts yield a $13.50 fair value, a 85% upside to its current price.Exploring Other PerspectivesIBRX 1-Year Stock Price Chart Some analysts were already projecting an optimistic path to about US$1.6 billion of revenue and US$671.9 million of earnings by 2029, so this fresh ANKTIVA data could either reinforce that view or prompt you to reassess how much depends on broad physician uptake across 33 countries and the company’s ability to fund that growth without adding to already significant obligations.Explore 10 other fair value estimates on ImmunityBio - why the stock might be worth over 5x more than the current price!Reach Your Own ConclusionDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your ImmunityBio research is our analysis highlighting 3 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.No Opportunity In ImmunityBio?Every day counts. These free picks are already gaining attention. See them before the crowd does:Rare earth metals are the new gold rush. Find out which 29 stocks are leading the charge.The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.This technology could replace computers: discover 30 stocks that are working to make quantum computing a reality.  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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