BTIG maintains ImmunityBio stock Buy rating, $6 target

Published 13/05/2025, 22:24
BTIG maintains ImmunityBio stock Buy rating, $6 target

On Tuesday, BTIG analysts maintained their positive stance on ImmunityBio Inc (NASDAQ:IBRX), reiterating a Buy rating and a price target of $6.00. The stock, currently trading at $2.51, has shown impressive momentum with a 17.41% gain over the past week. The endorsement follows the company’s strong performance in the first quarter, with expectations set for continued sales growth of Anktiva, ImmunityBio’s innovative cancer treatment. According to InvestingPro data, analysts anticipate sales growth in the current year.

The analysts at BTIG highlighted the increasing availability of Anktiva, a recombinant form of Bacillus Calmette-Guérin (BCG), through the Expanded Access Program (EAP) in urology practices. They anticipate that Anktiva will maintain its sales momentum throughout the remainder of the year, with InvestingPro forecasting 5.2% revenue growth for FY2025. The treatment has shown promising long-term efficacy when compared to other options in the competitive landscape, and its ease of administration is seen as a significant advantage.

Despite receiving a Refusal to File (RTF) letter from the FDA regarding their application for a papillary cancer treatment, ImmunityBio remains a company to watch. BTIG analysts are looking forward to the FDA’s detailed feedback on the application’s specific deficiencies and whether a randomized study will be necessary for approval in the papillary indication.

ImmunityBio’s stock performance and investor sentiment are likely to be influenced by the upcoming FDA comments and the company’s response to the RTF letter. The firm’s progress in addressing the FDA’s concerns will be a critical factor in the potential success of their application and the future of Anktiva’s role in cancer treatment. Notably, analyst price targets range from $6 to $30, suggesting significant upside potential if regulatory hurdles are overcome. For more detailed analysis and additional insights, including 8 more ProTips, visit InvestingPro.

In other recent news, ImmunityBio, Inc. reported a significant surge in its first-quarter sales for 2025, with net product revenue reaching approximately $16.5 million, marking a 129% increase compared to the final quarter of 2024. This boost is attributed to the award of a permanent J-code in January 2025, leading to a 150% growth in ANKTIVA unit sales volume over the previous quarter. Additionally, ImmunityBio has submitted a supplemental Biologics License Application (sBLA) for ANKTIVA combined with Bacillus Calmette-Guérin (BCG) to the FDA, focusing on treating BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary disease. However, the company faced a setback as it received a Refusal to File (RTF) letter from the FDA regarding this application, despite previous positive feedback from the agency. In response, ImmunityBio has requested an urgent meeting with the FDA to address this issue.

Furthermore, ImmunityBio has secured approximately $75 million through a registered direct offering, with potential additional proceeds of $90 million if warrants are fully exercised. The offering is made under the company’s existing shelf registration statement and is subject to standard closing conditions. In another development, H.C. Wainwright maintained its Buy rating and $8.00 price target for ImmunityBio, citing the promising long-term clinical outcomes of ANKTIVA presented at the 2025 American Urological Association Annual Meeting. Lastly, the company announced a change in its certifying accountant, appointing Deloitte & Touche LLP as its new independent registered public accounting firm, replacing Ernst & Young LLP. This decision was not due to any disagreements on accounting principles or practices.

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