Saudi Arabia is key to the bull case after ImmunityBio launched Anktiva there for certain patients with bladder and lung cancer.
- Traders are eyeing a potentially catalyst-heavy July, including possible updates around Saudi expansion and Q2 sales.
- Retail traders are watching for a possible papillary bladder cancer update after the FDA accepted ImmunityBio’s U.S. expansion filing.
- Q2 sales are also in focus after Anktiva drove a 168% jump in Q1 net sales to $44.2 million.
Shares of ImmunityBio, Inc. (IBRX) closed at a three-month high on Monday as retail traders looked ahead to a potentially catalyst-heavy July, with attention centered on Anktiva’s Saudi expansion, a potential Q2 sales update and the company’s global manufacturing push.
IBRX stock rose 1% on Monday to end at $8.77, recording its second straight session of gains, and continued to climb overnight.
IBRX Retail Mood Flips Bullish Ahead Of July Catalysts
IBRX has drawn fresh retail attention as traders point to several possible near-term catalysts. Notably, sentiment flipped to ‘bullish’ from ‘bearish’ a week ago amid a 248% jump in message volumes over the past 24 hours. One Stocktwits user asked whether July could bring “global assistance” news from founder Patrick Soon-Shiong or a possible papillary approval in Saudi Arabia, adding that there were “much moving parts going on with IBRX.”
Another user speculated that the stock could “explode” if Saudi Arabia announces broader Anktiva approval, though it remains unconfirmed retail chatter. Others focused on the stock’s momentum, with one trader saying, “Hello $9. Should see 10 this week. Then July with revenue news boom.”
IBRX Bulls Watch Saudi Updates
Saudi Arabia has become a key part of the IBRX bull case after ImmunityBio launched Anktiva in the country for certain patients with bladder and lung cancer as part of its Middle East expansion strategy.
Retail traders are now watching to see whether the next update could involve papillary bladder cancer, for which ImmunityBio is also pursuing a U.S. label expansion. Last month, the FDA accepted the company’s application to expand Anktiva plus BCG to patients with papillary-only bladder cancer whose disease no longer responds to standard BCG treatment, with a target decision date of Jan. 6, 2027.
Anktiva is approved or authorized in 34 countries across five regulatory regions. ImmunityBio’s Quilt-3.032 study showed that 58.2% of patients remained disease-free after 12 months, while more than 80% avoided bladder removal surgery through three years.
IBRX Traders Watch Q2 Results
Retail traders are also looking for a possible early Q2 sales update before the company’s formal quarterly filing. “Probably getting preliminary Q2 sales report in early July, before 10Q...seems to be how they do it now,” one user said.
The focus on results comes after a strong first quarter, in which Anktiva helped drive a 168% jump in net sales to $44.2 million, slightly above Wall Street estimates. However, ImmunityBio’s net loss ballooned to $632.8 million, mainly due to warrant, derivative liability and convertible note-related adjustments. The company ended the quarter with $380.9 million in cash, cash equivalents and marketable securities, up from $242.8 million at the end of 2025.
IBRX Automation Push Gains Buzz
Investor attention has also turned to Soon-Shiong’s latest post about ImmunityBio’s automated NK-cell manufacturing platform: “The complex robot arm that is taught where and when to handle our NK cells as these cells grow in this revolutionary machine! Assembly on track,” Soon-Shiong said on X, adding: “The world bank of NK cells made available to all ..global expansion in motion.”
ImmunityBio is building the “world’s first NK cell manufacturing robot in production,” an AI-driven machine that automates the handling and production of natural killer cells for ImmunityBio’s cell-therapy platform.
IBRX stock has surged 225% over the past year.
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