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ImmunityBio (IBRX) investor relations material
ImmunityBio Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic vision and company progress
Focus on combination therapies for oncology and infectious diseases, following a vision set decades ago by Dr. Patrick Soon-Shiong.
The next five years, especially 2025 and 2026, are seen as pivotal for growth and global expansion.
Emphasis on patient impact and becoming a global company with strong international partnerships.
ANKTIVA approval, uptake, and differentiation
ANKTIVA became the first IL-15 approved in a decade, marking a major milestone.
Uptake accelerated after J-code implementation, providing reimbursement certainty for urologists.
ANKTIVA stands out for high pathological complete response rates, long duration of response, and nurse-administered dosing, enabling higher patient throughput.
Addressing BCG shortage and regulatory pathway
Partnership with Serum Institute of India to bring recombinant BCG to the U.S., addressing supply issues.
FDA requested an expanded access program for recombinant BCG, with hundreds of patients treated and no unexpected adverse events.
Ongoing collaboration with FDA, aiming for a potential approval pathway by 2026.
Next ImmunityBio earnings date
Next ImmunityBio earnings date
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