Every material Form 8-K ImmunityBio, Inc. has filed with the SEC since July 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ImmunityBio reported third-quarter 2026 net product revenue of $48.7 million, up 53% from a year earlier, and nine-month net product revenue of $143.6 million, up 92%. Net loss attributable to common stockholders rose to $184.6 million for the quarter from $67.3 million, mainly due to non-cash fair value changes in a related-party convertible note, warrant and derivative liabilities after a higher common stock price, along with higher interest expense and operating costs.
Q3 2026 net product revenue was $48.7 million, up 53% year-over-year; nine-month net product revenue was $143.6 million, up 92%.
Q3 2026 net loss attributable to common stockholders was $184.6 million, versus $67.3 million in Q3 2025; basic loss per share was $0.17 versus $0.07.
Nine-month net loss attributable to common stockholders was $1.0 billion, versus $289.5 million a year earlier.
Cash, cash equivalents and marketable securities totaled $334.3 million as of September 30, 2026.
ImmunityBio said its ANKTIVA plus BCG combination met the primary efficacy endpoint in Cohort A of the randomized QUILT-2.005 trial in BCG-naive non-muscle invasive bladder cancer, with 370 subjects. The company plans to submit a supplemental Biologics License Application to the FDA by year-end 2026, which could expand ANKTIVA's indication to earlier-stage patients.
Trial of 370 subjects compared ANKTIVA plus BCG with BCG alone; the combination showed a statistically significant efficacy improvement in carcinoma in situ patients.
No treatment-related deaths were reported; common adverse events were consistent with BCG alone.
Supplemental BLA is on track for FDA submission by year-end 2026; more study details will be presented at an upcoming medical congress.
ImmunityBio announced on October 14, 2026 that the FDA expanded the approved indication for ANKTIVA plus BCG to include patients with BCG-unresponsive non-muscle-invasive bladder cancer (NMIBC) with papillary-only tumors. The company says this is the first FDA approval to cover that group and that access now extends to all patients with BCG-unresponsive NMIBC. The filing contains no revenue, earnings, or guidance figures, so the effect on shareholders depends on future commercial results.
FDA expanded the ANKTIVA plus BCG indication on or before October 14, 2026, adding BCG-unresponsive NMIBC with papillary-only tumors
The company states papillary disease represents approximately 85% of the NMIBC patient population
The prior FDA approval, in April 2024, covered BCG-unresponsive NMIBC with carcinoma in situ, with or without papillary tumors
In Cohort A of the QUILT-3.032 trial, 62% of 77 patients achieved a complete response
ImmunityBio reported second-quarter 2026 net product revenue of $50.7 million, up 92% from a year earlier, and first-half revenue of $94.8 million, up 121%. Net loss attributable to common stockholders widened to $230.4 million from $92.6 million, mainly because of non-cash fair value changes in warrant, derivative and convertible note liabilities after the stock price rose, so revenue growth did not offset the larger loss for shareholders.
Q2 2026 net product revenue was $50.7 million, up from $26.4 million in Q2 2025 and up 15% from Q1 2026.
Q2 2026 net loss attributable to common stockholders was $230.4 million, versus $92.6 million a year earlier, mainly due to a $140.8 million change in fair value of warrant, derivative and related-party convertible note liabilities.
Adjusted (non-GAAP) net loss was $81.0 million, down from $89.9 million in Q2 2025.
Cash, cash equivalents and marketable securities totaled $357.4 million as of June 30, 2026; the FDA set a PDUFA target action date of January 6, 2027 for an sBLA for ANKTIVA plus BCG.
ImmunityBio announced on July 29, 2026 that the UAE's Emirates Drug Establishment granted marketing authorization for ANKTIVA in BCG-unresponsive non-muscle invasive bladder cancer and in metastatic non-small cell lung cancer after checkpoint inhibitor failure. The filing says this brings ANKTIVA's regulatory footprint to 34 countries, but it contains no revenue, sales, or financial results, so the direct financial effect on shareholders is not quantified.
UAE authorization granted with first registration in July 2026 and validity through July 2031.
Bladder cancer indication (with BCG) covers CIS with or without papillary tumors, described as the first worldwide to span the full spectrum of BCG-unresponsive disease.
Lung cancer indication (with checkpoint inhibitors) covers metastatic NSCLC after progression; median overall survival was 14.6 months in the 79-patient QUILT-3.055 study.
ImmunityBio's regional partner in the UAE is Modern Pharmaceutical Company.
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