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ImmunityBio (IBRX) investor relations material
ImmunityBio Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 revenue reached $26.4 million, up 60% sequentially, with $42.9 million YTD sales driven by ANKTIVA launch and 246% unit growth since J-code approval.
Cash, cash equivalents, and marketable securities totaled $153.7 million as of June 30, 2025, with an additional $80 million equity financing closed in July 2025.
Net loss for Q2 2025 was $92.6 million, a 31% improvement year-over-year, and $222.2 million for the six months ended June 30, 2025.
Received first international approval for ANKTIVA in the UK in July 2025, expanding beyond the U.S. market.
Ongoing pipeline development in oncology and infectious diseases, with new clinical trials and regulatory submissions underway.
Financial highlights
Q2 2025 product revenue was $26.4 million, up from $1.0 million in Q2 2024; YTD product revenue reached $42.9 million.
Gross margin remains high due to pre-launch inventory costs expensed prior to approval; cost of sales for Q2 2025 was $0.1 million.
R&D expenses for Q2 2025 were $55.2 million, up 8% year-over-year, driven by higher manufacturing and distribution costs.
SG&A expenses decreased 14% to $42.3 million in Q2 2025, mainly from lower litigation and consulting costs.
Net loss per share for Q2 2025 was $(0.10) compared to $(0.20) in Q2 2024; weighted-average shares outstanding increased to 888.2 million.
Outlook and guidance
Management expects continued revenue growth from ANKTIVA, with further international expansion and new indications targeted.
Substantial doubt exists regarding ability to continue as a going concern without additional funding, but management believes current resources and support from affiliates will fund operations for at least 12 months.
Ongoing global expansion of clinical trials for BCG-naïve NMIBC and second-line lung cancer.
NCCN review of guideline expansion for papillary-only NMIBC expected in August 2025.
Additional equity or debt financing may be pursued to support future operations and product development.
Papillary NMIBC: Next steps after FDA RTF?
Lymphopenia: Clarify FDA's "additional time" comment.
How will new financing accelerate key studies?
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Next ImmunityBio earnings date
Q3 202511 Nov, 2025
Next ImmunityBio earnings date
Q3 202511 Nov, 2025
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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.
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