ImmunityBio stock slips 7% in October despite trial progress

Published on 10/30/2026 at 18:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ImmunityBio stock faces a November trial readout after database lock in a 366-patient study. The FDA recently broadened ANKTIVA's bladder-cancer indication.

Trial Readout Drives Investor Focus

ImmunityBio heads toward a November readout from its ANKTIVA plus BCG trial.
The FDA recently broadened ANKTIVA's bladder-cancer indication to include papillary-only disease.
Institutional buying has not prevented pressure on the stock during October.

IBRX, US45256X1037, Illustration mit AI erstellt.

ImmunityBio stock has lost 7 percent in October despite progress in the company's bladder-cancer program, according to Asianet Newsable. The report also pointed to fresh institutional holdings and the next clinical catalyst.

November Results Remain The Main Catalyst

ImmunityBio completed database lock for Cohort A of the QUILT-2.005 study last week, according to the report. The randomized trial compares ANKTIVA plus BCG with BCG alone in patients with BCG-naive non-muscle invasive bladder cancer, and topline results are expected in November.

The study includes 366 randomized patients. A positive readout could support ImmunityBio's planned fourth-quarter submission of a supplemental biologics license application, potentially moving ANKTIVA plus BCG into an earlier stage of bladder-cancer treatment. The final analysis is intended to assess complete-response rates and the durability of those responses.

Broader Approval Expands Commercial Reach

The FDA expanded ANKTIVA's approved use in October to cover BCG-unresponsive non-muscle invasive bladder cancer with papillary-only tumors, in addition to disease involving carcinoma in situ. That decision broadens the addressable patient population for ImmunityBio's marketed therapy and adds a commercial backdrop to the upcoming trial readout.

Asianet Newsable reported that Virginia Retirement System increased its ImmunityBio holding by 1,500 shares to 76,000 shares as of September 30. Other institutions also raised positions, although the report said the buying had not offset the stock's October decline. Retail sentiment on Stocktwits was described as extremely bullish, but sentiment indicators remain separate from clinical and regulatory outcomes.

ImmunityBio stock traded at 7.39 euros on Lang & Schwarz at 6:38:10 p.m. CEST on Friday, October 30. For the real-time quote of ImmunityBio stock, investors should watch the November trial update and the regulatory filing timetable.