ImmunityBio (IBRX) investor relations material

Strategic vision and leadership

• Execution is based on a long-term vision started in 2010, with a focus on combination immunotherapy for cancer treatment.

• The company operates under three key platform technologies: fusion proteins, DNA vaccine vectors, and cellular therapies.

• ANKTIVA, the lead product, is approved in 33 countries for non-muscle invasive bladder cancer, with ongoing expansion.

• European operations are launching, and global expansion is a core strategy for 2026 and beyond.

• 2025 and 2026 are projected as pivotal years, with even greater advancements anticipated.

Product pipeline and clinical progress

• ANKTIVA has demonstrated long-term durability, with 53+ months of response and high bladder preservation rates.

• Multiple pivotal trials are ongoing in bladder and lung cancer, with global enrollment and regulatory submissions planned.

• Saudi Arabia became the first to approve ANKTIVA for non-small cell lung cancer, with other countries expressing interest.

• The company is advancing CAR NK cell therapies and a world bank of natural killer cells for future applications.

• Early results in non-Hodgkin lymphoma trials are promising, expanding the platform to liquid tumors.

Commercialization and market opportunity

• Commercial teams in the U.S. and Europe are driving rapid sales growth, with 700% year-over-year and 750% unit sales increases.

• The addressable market for bladder cancer alone is considered multi-billion dollar, with lung and other indications offering even larger opportunities.

• The company ended the year with $250 million in cash, supporting ongoing expansion and R&D.

• Strategic partnerships, such as with Accord in Europe and Serum Institute of India for BCG supply, enhance global reach.

• NCCN guideline inclusion and FDA filings are expected to further accelerate adoption and access.