Insider Trading February 26, 2026

ImmunityBio Director Sells $900K in Stock as Company Posts Strong ANKTIVA Revenue Gains

Director Barry J. Simon executed a planned sale of 75,000 shares; ImmunityBio reports large ANKTIVA revenue growth and expanded distribution deals

By Maya Rios IBRX
ImmunityBio Director Sells $900K in Stock as Company Posts Strong ANKTIVA Revenue Gains
IBRX

Barry J. Simon, a director at ImmunityBio, sold 75,000 shares of the company on February 24, 2026, under a pre-arranged Rule 10b5-1 plan. The transaction totaled $900,787 at a weighted average price of $12.0105. Separately, ImmunityBio reported ANKTIVA revenue of $113 million for 2025 and expanded commercial partnerships in Europe and the Middle East.

Key Points

  • Director Barry J. Simon sold 75,000 ImmunityBio shares on Feb. 24, 2026 at a weighted average price of $12.0105, totaling $900,787.
  • ImmunityBio reported ANKTIVA revenue of $113 million for 2025, a 700% increase year-over-year, with unit sales of 3,745 (up 750%).
  • The company has broadened commercial reach via agreements with Accord Healthcare in Europe and partners in Saudi Arabia and the MENA region; H.C. Wainwright raised its price target to $15 and kept a Buy rating.

Director Barry J. Simon disposed of 75,000 shares of ImmunityBio, Inc. (NASDAQ: IBRX) on February 24, 2026, executing the sale at a weighted average price of $12.0105. The reported price range for the transaction was $12.00 to $12.025, producing a total transaction value of $900,787.

Following that sale, Simon's direct holdings in ImmunityBio stand at 2,850,821 shares. The sale was carried out under a pre-established Rule 10b5-1 trading plan that the director adopted on September 4, 2024.

Since the transaction, the company's share price has declined to $9.55. The stock is trading below its 52-week high of $12.43 but remains well above its 52-week low of $1.83.

On fundamental measures, ImmunityBio is presented with specific financial metrics included in company reporting: a market valuation of $9.71 billion, revenue of $113.29 million, and a gross profit margin of 99.34%.

Market research notes referenced in company communications indicate analysts expect sales growth for the current year, though the company is not anticipated to be profitable in the near term. Investors are pointed to InvestingPro Tips for additional context; the company notes that there are 11 more InvestingPro Tips available for deeper analysis of IBRX's financial position and growth outlook.


ImmunityBio also disclosed operational and commercial developments tied to its oncology product ANKTIVA. The company reported that ANKTIVA generated $113 million in revenue for 2025, a year-over-year increase of 700% compared with 2024. Unit volumes for ANKTIVA rose to 3,745 in 2025, representing a 750% increase from the prior year.

On the clinical front, ImmunityBio completed enrollment in a Phase 2 trial evaluating ANKTIVA in combination with Bacillus Calmette-Guérin (BCG) for bladder cancer. The company reported that interim analysis of the trial demonstrated statistically significant improvements in response duration.

Commercial expansion efforts include a distribution agreement with Accord Healthcare to supply ANKTIVA across 30 European countries. The company has also formed partnerships with Biopharma and Cigalah Healthcare to introduce ANKTIVA in Saudi Arabia and the wider Middle East and North Africa region.

Following these developments and the product's commercial progress, H.C. Wainwright raised its price target for ImmunityBio to $15 while maintaining a Buy rating. The firm cited the company's successful U.S. launch and European Union approval of ANKTIVA in its rationale.


Taken together, the insider sale and the company's recent operational and commercial announcements provide contemporaneous signals for investors to weigh. The sale was executed under a pre-set trading plan, and the company continues to report strong ANKTIVA revenue growth, increasing unit sales, expanded distribution channels, and positive interim clinical results.

Risks

  • Despite projected sales growth, analysts do not expect ImmunityBio to be profitable in the near term - a factor that may affect investor returns and valuation - impacting biotech and capital markets.
  • The director's sale, while executed under a Rule 10b5-1 plan, coincides with a stock price decline after the transaction; potential market sensitivity to insider transactions could influence investor sentiment in biotech equities.
  • Clinical and commercial execution remain determinative - interim Phase 2 results were described as showing statistically significant improvements in response duration, but ongoing trial outcomes and market uptake are uncertain and can affect revenue trajectories and healthcare sector investors.

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