IBRX at a glance
ImmunityBio, Inc. (IBRX, SEC CIK 1326110) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ImmunityBio, Inc. (IBRX) reported revenue of $113.3 million (up 668.3% from FY2024) and a net loss of $351.4 million. Diluted EPS was -$0.38.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding ImmunityBio, Inc. (IBRX) shares worth $1.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Simon Barry J. on October 5, 2026 of 25,000 shares at $10.75 per share.
- In the last 90 days, IBRX insiders reported 0 open-market purchases ($0) and 2 open-market sales ($1.1M) on Form 4, a net sale of $1.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $113.3M
- +668.3% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$1.1M
- 13F holders
- 34 funds
- $1.2B · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Development and commercialization of biologic drugs, with focus on regulatory approvals and post-marketing requirements
- New emphasis on commercialization efforts for approved product ANKTIVA and building sales, marketing, and distribution capabilities
- Strategic shift toward handling complex FDA accelerated approval pathways and orphan drug exclusivity following 2026 Orphan Drug Act codification
- Post-marketing commitments for ANKTIVA include QUILT-3.032 trial completion by end of 2029 and annual FDA reporting up to 4 years
- Increased focus on cybersecurity risks and use of AI in business, highlighting vulnerabilities and operational disruption potentials
Risk Factors
- Regulatory risk from potential NCCN guideline decision on BCG-unresponsive NMIBC papillary-only disease expansion expected Q1/Q2 2026
- Geopolitical exposure via dependency on 33 countries with ANKTIVA approval including US, UK, EU, Saudi Arabia, and MENA launches
- Supply vulnerability as company supports FDA Expanded Access Program for rBCG to address U.S. supply constraints
- Competitive risk from CPI combination therapies in metastatic NSCLC with conditional SFDA approval and planned commercial launch in 60 days
- Financial risk in rapid revenue growth: ANKTIVA sales $113M FY2025, 700% YoY increase, requiring scaling of 85-person EU sales force and global partnerships
Management Discussion & Analysis
- Revenue started from ANKTIVA sales since May 2024; no dollar amounts or YoY change disclosed
- Operating expenses expected to increase substantially due to commercialization and R&D expansion; no margin % figures provided
- No segment-specific performance data or best/worst performing segment disclosed
- Cash and equivalents plus sales and potential equity offerings expected to fund operations for next 12 months; no buyback/dividend/capex details provided
- Management highlights significant funding risks, need for additional capital to sustain operations, and regulatory/commercialization uncertainties impacting future outlook
AI summary of the IBRX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Accumulated deficit $4.6 billion as of June 30, 2026, with continued losses expected
- Additional financing need, with cash, equivalents, and marketable securities totaling $357.4 million
- $480.0 million related-party convertible promissory note held by an entity affiliated with Dr. Soon-Shiong
- ANKTIVA demand exposed to TICE BCG shortages, the only FDA-approved U.S. BCG strain
- Third-party failures involving cGMP manufacturing or GCP trials could delay approvals or trigger regulatory sanctions
AI summary of the IBRX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- ImmunityBio reported Q2 and six-month results ended June 30, 2026
- Financial position as of June 30, 2026 covered in the announcement
Item EX-99.1: Item EX-99.1
- Q2 net product revenue $50.7M, up 92% YoY and 15% sequentially, marking eight consecutive quarters of growth
- First-half net product revenue $94.8M, up 121%, supporting accelerating ANKTIVA commercialization
Item 7.01: Regulation FD Disclosure
- UAE Emirates Drug Establishment marketing authorization for ANKTIVA across two indications
- Regulatory clearance expands ANKTIVA’s commercial reach into the UAE
Item EX-99.1: Item EX-99.1
- UAE marketing authorization expands ANKTIVA’s footprint to 34 countries across NMIBC and metastatic NSCLC
- First global NMIBC approval spanning CIS with or without papillary tumors and papillary-only disease
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders re-elected all nine directors for one-year terms ending at the 2027 annual meeting
- 85% quorum, with 885,167,059 of 1,047,345,861 shares represented
AI summaries of IBRX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IBRX
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- Alerts as it files. A push when IBRX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IBRX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Simon Barry J. | Sell | Oct 5, 2026 | 25,000 | $10.75 |
| Cohen Cheryl | M | Oct 2, 2026 | 55,979 | $2.98 |
| Cohen Cheryl | Sell | Oct 2, 2026 | 81,056 | $10.50 |
| Cohen Cheryl | M | Oct 2, 2026 | 55,979 | - |
| Cohen Cheryl | Sell | Jul 2, 2026 | 131,210 | $9.50 |
| Cohen Cheryl | M | Jul 2, 2026 | 55,979 | - |
| Cohen Cheryl | M | Jul 2, 2026 | 55,979 | $2.98 |
| Selecky Christobel | M | Jul 1, 2026 | 35,064 | $2.98 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $14.7M | $113.3M |
| Operating Income | - | -$344.2M | -$256.0M |
| Net Income | -$583.2M | -$413.6M | -$351.4M |
| Op. Margin | - | -2334.2% | -226.0% |
| Net Margin | - | -2804.8% | -310.2% |
| Balance Sheet | |||
| Total Assets | $504.5M | $382.9M | $501.9M |
| Equity | - | -$489.1M | -$500.5M |
| ROE | - | 84.6% | 70.2% |
| Per Share | |||
| EPS | $-1.15 | $-0.62 | $-0.38 |
| Cash Flow | |||
| Operating CF | - | -$391.2M | -$304.9M |
| CapEx | $30.6M | $6.9M | $3.8M |
Source: XBRL data in ImmunityBio, Inc. (IBRX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IBRX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.20B |
| Q1 2026 | 33 | $855.0M |
| Q4 2025 | 29 | $202.0M |
| Q3 2025 | 30 | $195.3M |
| Q2 2025 | 28 | $192.6M |
| Q1 2025 | 21 | $110.5M |
| Q4 2024 | 17 | $78.8M |
| Q3 2024 | 13 | $50.0M |
- BlackRock+7.74M (+29%)
- Two Sigma Investments+6.71M (+153%)
- Millennium Management+4.16M (+293%)
- State Street Corp+3.69M (+21%)
- Vanguard Portfolio Management LLC+1.54M (+9%)
- D.E. Shaw & Co−1.02M (-8%)
- Morgan Stanley−586.2K (-15%)
- Bank of America Corp−263.4K (-11%)
- Citadel Advisors LLC−169.5K (-55%)
- Prudential Financial−164.7K (-61%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 205 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IBRX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 8-K | Apr 6, 2026 | - | Analysis | - |
| 8-K | Mar 31, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 24, 2026 | - | - | - |
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IBRX SEC filings: frequently asked questions
Are IBRX insiders buying or selling?
In the last 90 days, ImmunityBio, Inc. (IBRX) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $1.1 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IBRX stock?
As of June 30, 2026, the largest ImmunityBio, Inc. (IBRX) holders among the 13F filers tracked by SignalX were BlackRock ($298.4 million), State Street Corp ($187.3 million), Vanguard Portfolio Management LLC ($156.4 million), Vanguard Capital Management LLC ($137.4 million), D.E. Shaw & Co ($101.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IBRX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ImmunityBio, Inc. (IBRX) reported revenue of $113.3 million (up 668.3% from FY2024) and a net loss of $351.4 million. Diluted EPS was -$0.38. The figures come from the XBRL data in the 10-K.
What are the main risks in IBRX's latest 10-K?
In the 10-K filed February 23, 2026, ImmunityBio, Inc. (IBRX) flagged: Regulatory risk from potential NCCN guideline decision on BCG-unresponsive NMIBC papillary-only disease expansion expected Q1/Q2 2026. Geopolitical exposure via dependency on 33 countries with ANKTIVA approval including US, UK, EU, Saudi Arabia, and MENA launches. (AI summary of the Risk Factors section.)
What did IBRX report in its latest 8-K?
ImmunityBio, Inc. (IBRX) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). ImmunityBio reported Q2 and six-month results ended June 30, 2026.
What are the latest IBRX SEC filings?
ImmunityBio, Inc. (IBRX) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 6, 2026.
What is IBRX's SEC CIK number?
ImmunityBio, Inc. (IBRX)'s SEC Central Index Key (CIK) is 1326110. EDGAR lists every IBRX filing under that number.
Ask anything about IBRX
The research agent reads IBRX's filings, financials, insider trades and 13F holders, then answers with sources.