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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ImmunityBio
ImmunityBio (IBRX) investor relations material
ImmunityBio Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Nov, 2026
Executive summary
Q3 2026 net product revenue reached $48.7M, up 53% YoY; nine-month net product revenue was $143.6M, up 92% YoY.
Expanded ANKTIVA access and international growth supported commercial momentum, while operating losses, financing needs and fair-value swings remained key financial issues.
Financial highlights
Q3 total revenue was $48.8M vs. $32.1M YoY; net product revenue was $48.7M vs. $31.8M.
Q3 operating loss was $78.0M vs. $55.6M, and net loss was $184.6M vs. $67.3M; nine-month total revenue was $144.3M vs. $75.0M, and net loss was $1.048B vs. $289.5M.
Q3 R&D expense increased to $71.5M from $51.2M and SG&A to $54.0M from $36.3M; total operating costs rose 45% to $126.8M.
Q3 basic and diluted loss per share were $(0.17) and $(0.18), respectively, vs. $(0.07) for both; nine-month basic and diluted loss per share were each $(1.00) vs. $(0.32).
Q3 other expense was $106.6M, including $60.6M convertible-note and $15.8M warrant-liability fair-value losses.
Outlook and guidance
R&D expense is expected to rise with label expansion, pipeline advancement and planned trials; SG&A is expected to grow with U.S. and global commercialization.
ANKTIVA revenue is expected to take time to offset expenses; additional funding will be needed, with liquidity, product sales, equity financing and potential affiliate support expected to fund operations for at least 12 months after issuance.
Manufacturing investment and capital spending are expected to remain significant as GMP capacity scales.
An sBLA for BCG-naïve NMIBC is targeted for Q4 2026; expanded-indication global filings, international access expansion and real-world evidence studies are also planned.
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Latest events from ImmunityBio
- Q2 2026 revenue surged 92% year-over-year, but net loss widened on higher non-cash expenses.IBRX
Q2 2026 - All directors re-elected and auditor ratified; results to be filed with the SEC.IBRXAGM 2026
- ANKTIVA delivers durable cancer responses, drives global growth, and expands into new indications.IBRXJefferies Global Healthcare Conference 2026
- Q1 2026 revenue surged 168% to $44.2M, but net loss deepened to $632.8M on non-cash charges.IBRXQ1 2026
- Director elections and auditor ratification headline the June 2026 virtual shareholder meeting.IBRXProxy filing
- Record revenue growth, global approvals, and robust governance highlight this year's proxy.IBRXProxy filing
- Global immunotherapy expansion accelerates with durable clinical results and new market launches.IBRXThe Citizens Life Sciences Conference 2026
- 700% revenue growth to $113M, global expansion, and net loss narrowed to $351M.IBRXQ4 2025
- Immunotherapy platform achieves FDA approval, durable remissions, and global expansion momentum.IBRXInvestor Day 2025
Next ImmunityBio earnings date
UBS Global Biopharma Conference 202616 Nov, 2026
ImmunityBio
Next ImmunityBio earnings date
UBS Global Biopharma Conference 202616 Nov, 2026
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Frequently asked questions
ImmunityBio, Inc. is a biotechnology company focused on developing innovative immunotherapies and cell therapies to treat cancer and infectious diseases. The company’s pipeline leverages platforms such as T-cell and natural killer (NK) cell-based therapies, along with vaccine technologies, to enhance the immune system’s ability to target and eliminate disease. The company is headquartered in Culver City, California, and its shares are listed on the NASDAQ.