ImmunityBio Gains 4.5% After Five U.S. Patents and Tokyo-172 BCG Deal
ImmunityBio shares rose 4.5% after five U.S. patents were issued covering ANKTIVA plus BCG bladder cancer therapy through 2035 and the company secured an exclusive U.S. development and supply deal for Tokyo-172 BCG backed by positive Phase III non-inferiority data. Management highlighted 700% annual revenue growth and ongoing registrational trials.
1. Patent Issuance for ANKTIVA plus BCG
The U.S. Patent and Trademark Office issued five patents to ImmunityBio covering its IL-15 receptor agonist ANKTIVA combined with Bacillus Calmette-Guérin (BCG) for non-muscle invasive bladder cancer. These patents protect the combination therapy, defined-dose formulations and two-vial treatment kits through at least 2035, bolstering the company’s intellectual property portfolio.
2. Exclusive Tokyo-172 BCG Development Agreement
ImmunityBio secured an exclusive U.S. development and supply agreement with Japan BCG Laboratory for the Tokyo-172 BCG strain. The deal is supported by Phase III trial results demonstrating non-inferiority in high-grade recurrence-free survival among BCG-naïve patients, ensuring a stable supply of a proven BCG variant.
3. Commercial and Clinical Implications
The expanded patent protection and supply agreement strengthen ImmunityBio’s commercial franchise for ANKTIVA plus BCG in both BCG-unresponsive and BCG-naïve non-muscle invasive bladder cancer. The portfolio underpins a pending supplemental biologics license application for papillary-only disease and the ongoing QUILT-2.005 registrational study comparing combination therapy against BCG alone.
4. Revenue Growth and Trial Updates
CEO Richard Adcock reported 700% year-over-year revenue growth, driven by ANKTIVA plus BCG sales and partnerships. The company is advancing pivotal registrational studies and preparing supplemental BLA filings to expand approved indications and drive long-term commercial uptake.