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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.
- TimeTickerHeadlineOpen
- 7 FebGICRE
Net profit for the nine months surged to ₹6,62,217 lakhs, with a robust solvency ratio of 3.87. - 7 Feb517271
Strong revenue and profit growth, interim dividend, and major investments approved. - 7 Feb514167
Quarterly and nine-month results reflect solid revenue, profit, and compliance with new labour codes. - 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus.
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