IBRX

U.S. Stock Market Performance: U.S. stocks rose on Friday, with the Dow Jones gaining approximately 300 points, driven by positive earnings reports, particularly from Dell, which boosted investor sentiment in the tech sector.

Micron Technology Surge: Shares of Micron Technology increased by 2.5% to $235.92, as investors interpreted Dell's strong earnings as a sign of broader strength in the technology market.

Notable Stock Gains: Several companies saw significant stock price increases, including DeFi Technologies (up 20.5%), YD Bio Ltd (up 13.7%), and Savara Inc (up 12.3%), reflecting positive developments in their respective sectors.

Precious Metals and Crypto Stocks Rise: Stocks related to precious metals and cryptocurrencies also experienced gains, with First Majestic Silver Corp and Intel Corporation rising notably, as gold and silver prices increased and Bitcoin surpassed $90,000.

Patient Awareness and Treatment Discussions: A survey reveals that only 18% of patients with non-muscle invasive bladder cancer (NMIBC) frequently discuss all treatment options with their healthcare providers, despite 92% relying on their doctors for guidance.

Preference for Treatment Options: Nearly 72% of NMIBC patients prefer to consider chemotherapy only as a last resort, with a significant majority (81%) expressing interest in exploring new treatment alternatives.

Immunotherapy Perception: Over 84% of patients believe immunotherapy has fewer side effects than chemotherapy, and 72% of those who received immunotherapy are satisfied with its long-lasting positive effects.

Rising Bladder Cancer Rates: As bladder cancer cases are projected to increase in the U.S., the need for innovative therapies and improved patient-provider communication is becoming increasingly critical for better long-term outcomes.

Financial Performance: ImmunityBio reported a significant increase in total revenue to $33.7 million in Q3 2025, up from $26.4 million in Q2 2025, with product revenue rising 434% year-over-year, totaling $31.8 million for the quarter.

Clinical Developments: Early results from trials involving ANKTIVA show promising outcomes in treating recurrent glioblastoma and non-small cell lung cancer, with plans for further studies and trials to expand its application in various cancer types.

Cash Position: The company ended Q3 2025 with a strong cash position of $257.8 million, a notable increase from $153.7 million in the previous quarter, reflecting robust sales momentum and operational growth.

Regulatory and Access Updates: ANKTIVA has been selected as the preferred treatment for non-muscle invasive bladder cancer patients, and ImmunityBio is actively pursuing regulatory expansions to include additional patient populations in its treatment guidelines.