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AI brief of an SEC Form 8-K · ImmunityBio, Inc. (IBRX)

ImmunityBio Q2 revenue up 92% to $50.7 million; net loss widens to $230.4 million

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyImmunityBio, Inc. (IBRX)
Form8-K, current report
Filed with the SECAug 4, 2026, 7:36 AM ET
Accession number0001326110-26-000077

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.