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immuno-therapy: Archive

Sundeep Ganoria

Is IBRX Priced for Perfection at Nearly 28x Forward Sales?

ImmunityBio trades near 28x forward sales after a massive run, but can ImmunityBio sustain execution to justify a premium that leaves little room for missteps?

REGNNegative Net Change BMYPositive Net Change IBRXNo Net Change

Sundeep Ganoria

IBRX Global Rollout: EU, MENA, and Asia Shape 2026-27 Catalysts

ImmunityBio's global push spans EU, MENA, and Asia, with early Saudi sales and key 2026 data readouts set to test demand and drive next growth phase.

BMYPositive Net Change MRKNegative Net Change IBRXNo Net Change

Sundeep Ganoria

IBRX: What Anktiva's Bladder Data Says About 2026 Sales

ImmunityBio heads into 2026 riding Anktiva growth, but upcoming bladder trial data and broader use in earlier care will be key to sustaining momentum.

MRKNegative Net Change URGNNegative Net Change IBRXNo Net Change