Added to YB: 2026-02-24
Pitch date: 2026-02-23
IBRX [bullish]
ImmunityBio, Inc.
Author Info
No bio for this author
Company Info
ImmunityBio, Inc., a commercial stage biotechnology company, develops next-generation therapies that bolster the natural immune systems to defeat cancers and infectious diseases.
Market Cap
$8.6B
Pitch Price
N/A
Price Target
20.00 (+103%)
Dividend
N/A
EV/EBITDA
-40.56
P/E
-20.95
EV/Sales
111.12
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.
Read full article (8 min)