SHARPE
Reported results
- Q3 2026 net product revenue reached $48.7 million, representing 53% year-over-year growth.
- GAAP net loss attributable to ImmunityBio common stockholders was $184.6 million for Q3 2026, compared to $67.3 million for Q3 2025.
- Non-GAAP adjusted net loss attributable to ImmunityBio common stockholders was $97.9 million for Q3 2026, compared to $72.4 million for Q3 2025.
- Research and development expense was $71.5 million for Q3 2026, compared to $51.2 million for Q3 2025.
- Selling, general and administrative expense was $54.0 million for Q3 2026, compared to $36.3 million for Q3 2025.
- Cash and cash equivalents, and marketable securities totaled $334.3 million as of September 30, 2026.
Price and volatility reaction
The stock moved -17.7% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -29.1 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 8.635 | 2026-11-06 |
| Close after release | 7.11 | 2026-11-09 |
| Realised move | -17.7% | close to close |
| 30d ATM IV change | -29.1 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-11-09 (8-K, Item 2.02). Read the original filing on sec.gov.