Shares of ImmunityBio (IBRX) surged 39.8% after reporting updated efficacy and safety data from its QUILT-106 clinical study for patients with Waldenström non-Hodgkin’s lymphoma. The study combines CD19 CAR-NK therapy with Roche’s Rituxan, showing durable complete responses and 100% disease control in patients, with responses extending to 15 months. Patients did not require chemotherapy-based treatment. In the past six months, IBRX shares have risen 106%.
The results highlight the potential for long-term immune-mediated disease control without continuous therapy, chemotherapy, or lymphodepletion. The outpatient-based approach eliminates the need for cytotoxic conditioning or inpatient hospitalization, addressing key limitations of conventional CAR-T therapies. Enrollment and follow-up in QUILT-106 are ongoing, with plans for a follow-up study to evaluate the NK-CAR with Anktiva and Rituxan for indolent lymphoma.
In a separate announcement, ImmunityBio reported progress in its BCG-naïve NMIBC program, with enrollment in the QUILT-2.005 study surpassing expectations. The study evaluates Anktiva in combination with BCG compared to BCG alone in newly diagnosed NMIBC patients. An interim analysis showed the combination regimen significantly improved the duration of complete response compared to BCG alone, with 85% of patients in the combination arm maintaining a complete response at six months. The company is targeting FDA submission by the end of 2026.
Investors interested in the biotech sector may consider stocks like Alkermes (ALKS) and Krystal Biotech (KRYS), both currently holding a Zacks Rank #1 (Strong Buy). Alkermes’ 2026 EPS estimates have increased from $1.54 to $1.80 over the past 60 days, with shares up 18.6% in the last six months. Krystal Biotech’s 2026 EPS estimates have risen to $8.49 from $8.34 over the same period, with stock gains of 92.5% in the past six months.
Read more at Nasdaq: ImmunityBio Shares Surge on Updated Durable Lymphoma Study Results
