ImmunityBio Stock Trading Higher On Updates From Bladder Cancer Trials: Details

Zinger Key Points
  • ImmunityBio achieved a 55% disease-free rate at 12 months for BCG-unresponsive NMIBC and plans an sBLA submission in 2025.
  • NSCLC Phase 2b trial (N=86) showed a median overall survival of 14.1 months, with 15.8 months for PD-L1 negative patients.

On Wednesday, ImmunityBio, Inc. IBRX released progress in its ongoing FDA discussions regarding three areas of its clinical development pipeline in non-muscle invasive bladder cancer (NMIBC) and non-small cell lung cancer (NSCLC).

  • NMIBC BCG Unresponsive Papillary Disease: ImmunityBio is preparing to submit a supplemental Biologics License Application (sBLA) in 2025 for its treatment targeting Bacillus Calmette-Guérin (BCG) unresponsive NMIBC in the papillary indication. As published in the Chamie 2022 NEJM publication, the primary endpoint was met with a disease-free rate of 55% at 12 months, 51% at 18 months, and 48% at 24 months.
  • In addition, patients receiving Anktiva+BCG achieved a 93% avoidance of cystectomy with a median follow-up of 20.7 months.
  • Alternative Source of BCG: In collaboration with the Serum Institute of India, ImmunityBio plans a regulatory submission for an alternative source of BCG in the first quarter of 2025. Serum Institute’s GMP capacity to manufacture large-scale volumes of BCG, already tested for safety and efficacy in clinical trials in Europe in subjects with NMIBC, aims to address the shortage of BCG.

Price Action: IBRX stock is up 18.6% at $2.835 at last check Thursday.

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