ImmunityBio, Inc.

IBRX

Held by 1 specialist biotech fund

High short interest · No specialist buying

1 fund opened new positions. Next phase3 readout (N-803 and BCG): Oct 2024. Short interest: 31.8% of float.

BiotechnologyCEO: Richard Gerald AdcockIPO: 2015Website ↗

ImmunityBio, Inc., a clinical-stage biotechnology company, develops therapies and vaccines to treat cancers and infectious diseases. It offers immunotherapy and cell therapy platforms, including antibody cytokine fusion proteins, synthetic immunomodulators, vaccine technologies, natural killer cells, and adaptive (T cell) immune systems. The company also develops therapeutic agents, which are in Phase II or III clinical trial for the treatment of liquid and solid tumors, including bladder, pancreatic, and lung cancers, as well as pathogens as SARS-CoV-2 and HIV. It has collaboration agreements with National Cancer Institute, National Institute of Deafness and Communication Disorders, and Amyris, Inc.; and license agreements with CytRx Corporation, EnGeneIC Pty Limited, GlobeImmune, Inc., and Infectious Disease Research Institute, Sanford Health, Shenzhen Beike Biotechnology Co. Ltd., Sorrento Therapeutics, Inc., and Viracta Therapeutics, Inc. The company was founded in 2014 and is based in San Diego, California.

Catalysts

Phase 2NegativeQ1 2018aNK (NK-92)Stage IIIB Merkel Cell Carcinoma, Stage IV Merkel Cell CarcinomaNCT02465957

Phase 2Q2 2018170 mg/m2 aldoxorubicinMetastatic, Locally Advanced, or Unresectable Soft Tissue SarcomaNCT02235701

Phase 2Q1 2019avelumabUrothelial CarcinomaNCT03197571

Phase 2Q3 2020Aldoxorubicin HydrochlorideChordoma, Unresectable Malignant NeoplasmNCT03647423

Primary: Incidence of treatment-emergent Adverse Events (AEs) and Serious Adverse Events (SAEs), graded using the NCI CTCAE Version 4.03. (9 weeks)0Sites: 1RANDOMIZED, TREATMENT

Phase 3Q4 2024N-803 and BCGBladder CancerNCT03022825

Phase 2Q4 2025N-803Pancreatic CancerNCT04390399

Phase 2Q3 2026AnktivaLong COVID, Long COVID Syndrome, Long Covid 19NCT07123727

Phase 2Q3 2026BCG (50mg/instillation) + N-803 (400 μg/instillation)Non-muscle Invasive Bladder CancerNCT02138734

Phase 2Q4 2026N-803 (IL-15 Superagonist)Long COVIDNCT07108036

Phase 2Q4 2026N-803 and BCGNon-muscle Invasive Bladder Cancer (NMIBC)NCT06829823

Phase 2Q2 2027CD19 t-haNK- IV AdministrationRelapsed B-Cell Non Hodgkin LymphomaNCT07125872

Phase 2Q2 2027GemcitabinePlatinum-resistant Ovarian CancerNCT06710288

Phase 2Q3 2027Nogapendekin alfa inbakicept (NAI)Sepsis, Septic Shock, LymphopeniaNCT07578558

Phase 2Q4 2027CD19 t-haNK- IV AdministrationRelapsed B-Cell Non-Hodgkin LymphomaNCT07477366

Phase 2Q1 2028Intravesical Recombinant Mycobacterium (rMBCG)NMIBCNCT06800963

Phase 3Q3 2028N-803NSCLC Stage IVNCT06745908

Phase 3Q2 2029Nogapendekin alfa inbakicept (NAI)Community-Acquired Pneumonia (CAP), Acute Respiratory Distress Syndrome (ARDS), SepsisNCT07492875

Phase 2Q3 2029N-803 + PembrolizumabNon-Small Cell Lung Cancer, Small Cell Lung Cancer, Urothelial CarcinomaNCT03228667

Phase 2Q4 2029BevacizumabGlioblastomaNCT06061809

Phase 2Q4 2030Nogapendekin Alfa Inbakicept (NAI)HPV-Positive Oropharyngeal Squamous Cell Carcinoma, Oropharyngeal Squamous Cell Carcinoma, Head and Neck CancerNCT07628062

Phase 2Q1 2031N-803 (IL-15 Superagonist)High-risk Prostate CancerNCT06765954

Phase 3Q2 2032BCG (50 mg) plus ANKTIVA (400 µg)NMIBCNCT07551544

Recent News & Research

bioRxiv

Suppression of RIPK3 by EZH2 contributes to cigarette smoking-induced chemoresistance in lung cancer

# Investment Summary: ImmunityBio (IBRX) - RIPK3/EZH2 Lung Cancer Research **Key Findings:** This preprint identifies EZH2-mediated suppression of RIPK3 as a mechanism underlying chemoresistance in smoking-related lung cancer, suggesting that targeting this pathway could restore treatment sensitivity. **Investment Implications:** If validated, this mechanism could expand the addressable market for IBRX's immunotherapy pipeline in chemoresistant lung cancer—a significant clinical need affecting ~70% of NSCLC patients. However, investors should note this is a preprint (not peer-reviewed), and any therapeutic application would require confirmation that IBRX has or can develop tools to modulate EZH2/RIPK3 signaling. The clinical relevance depends on whether this pathway represents a generalizable resistance mechanism across patient populations, not just

Aug 10, 2026

bioRxiv

Genomic analysis of BCG unresponsive non-muscle-invasive bladder cancer identifies drivers of sensitivity to intravesical Gemcitabine/Docetaxel

# Investment Summary: IBRX Genomic Bladder Cancer Research **Note:** I cannot access the specific content of this bioRxiv preprint, so I cannot provide an accurate summary of its findings. However, if this research is relevant to ImmunityBio, it would likely matter to investors if it: - **Identifies biomarkers** predicting which BCG-refractory bladder cancer patients respond to gemcitabine/docetaxel, potentially enabling patient stratification for IBRX's pipeline programs - **Demonstrates genomic mechanisms** of resistance to BCG or sensitivity to alternative treatments, which could inform IBRX's clinical development strategy or companion diagnostic opportunities - **Validates or challenges** the clinical utility of gemcitabine/docetaxel combinations in this population, affecting the competitive landscape for IBRX's bladder cancer programs **Recommendation:**

May 18, 2026

ImmunityBio, Inc.

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