Added to YB: 2026-02-24
Pitch date: 2026-02-23
IBRX [bullish]
ImmunityBio, Inc.
-12.61%
current return
Author Info
No bio for this author
Company Info
ImmunityBio, Inc., a biotechnology company, focuses on innovating, developing, and commercializing next-generation immunotherapies designed to activate the patient’s immune system and deliver durable protection against cancer and infectious diseases.
Market Cap
$9.1B
Pitch Price
$10.15
Price Target
20.00 (+127%)
Dividend
N/A
EV/EBITDA
-43.55
P/E
-9.82
EV/Sales
69.99
Sector
Biotechnology
Category
growth
$IBRX: Asymmetric Investment Thesis - The World’s First Universal Cancer Rescue Agent
IBRX: FDA-approved immune rescue therapy ANKTIVA live in 33 countries; 2025 rev $113M (+700% YoY), 750% unit growth. Exclusive BCG supply deal monopolizes bladder cancer combo. Lung cancer ($43B market) trials read out summer 2026 ASCO. $8.5B mkt cap = M&A floor vs peers at $21B-$43B. Big Pharma patent cliff makes IBRX prime buyout target. High volatility but asymmetric upside. PT $20.
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