Immunitybio, Inc. · NASDAQ:IBRX

Immunitybio — Investor Presentation (August 2026)

33 slides from Immunitybio's investor presentation, August 2026

  1. Slide 1: ImmunityBio Investor Presentation

    ImmunityBio Investor Presentation August 2026 1

  2. Slide 2: Forward-Looking Statements and Intended Use

    Forward-Looking Statements and Intended Use This presentation and the accompanying verbal remarks contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, such as statements regarding data and results from clinical trials and potential implicatio

  3. Slide 3: ImmunityBio Platforms

    ImmunityBio Platforms Immunotherapy 2.0: Cytokines + Vaccine + Cellular Therapy Platforms Fusion Proteins DNA Vaccine Cellular Therapy CAR-NK Apheresis NK & T Cell Activator Adenovirus (hAd5) Off-The-Shelf Ex-Vivo Cytokine Proliferation Memory T Cell CAR-NK hAd5 CEA, MUC1, Brachyury PD-L1 t-haNK M-c

  4. Slide 4: 2025-2026 Progress

    2025-2026 Progress* Indication Agent Progress Status BCG Unresponsive • ~700% Revenue Growth with J-Code and NCCN Guidelines ✅ CIS with or without ANKTIVA • UK / MHRA Approval; Approval in EMA (Feb 2026) ✅ Papillary +BCG • Saudi FDA Approved Jan 2026 (NMIBC + NSCLC) ✅ • UAE Approved July 2026 (NMIBC

  5. Slide 5: 2025-2026 Progress

    2025-2026 Progress* Indication Agent Progress Status BCG Unresponsive • ~700% Revenue Growth with J-Code and NCCN Guidelines ✅ CIS with or without ANKTIVA • UK / MHRA Approval; Approval in EMA (Feb 2026) ✅ Papillary +BCG • Saudi FDA Approved Jan 2026 (NMIBC + NSCLC) ✅ • UAE Approved July 2026 (NMIBC

  6. Slide 6: ANKTIVA Best-in-Class Duration of Response in BCG Unresponsive NMIBC-CIS

    ANKTIVA (nogapendekin alfa inbakicept) Best-in-Class Duration of Response in BCG Unresponsive NMIBC-CIS Representing Overall Cost-Benefit Value DURATION 53 * DURATION DURATION + 9.7 16.2 Months Months Months & Ongoing Nadofaragene Pembrolizumab ANKTIVA Median Not Reached DURATION is the key efficacy

  7. Slide 7: NMIBC CIS Key Highlights

    NMIBC CIS Key Highlights 84% of patients who responded to ANKTIVA were able to keep their bladders at 36 months1, 2 (n=100) 71% of study participants had a complete response, meaning their cancer was eliminated1 (n=100)(95% CI=61.1,79.6) 53+ Months Duration of Response, meaning some study participan

  8. Slide 8: ANKTIVA Commercial Progress Since Launch

    ANKTIVA Commercial Progress Since Launch Comprehensive Market Access 1 ANKTIVA Approval April 2024 2 Anktiva Launched May 2024 3 NCCN Guidelines Initial Approval May 2024 4 J-Code 9028, Effective Jan 2025 UK July 2025: EU EMA Approved Feb 2026: 5 Global Approvals: Saudi Arabia Jan 2026: UAE July 202

  9. Slide 9: Continued Commercial Execution with Substantial Growth Potential

    Continued Commercial Execution with Substantial Growth Potential Consistent Quarterly Product Revenue Growth Progressive quarterly product revenue growth… ($ millions) Product revenue, net $50.7 $ 50.0M • BCG Unresponsive ~63% $44.2 NMIBC, CIS with or CQGR without Papillary 40.0 $38.3 • FDA Approval

  10. Slide 10: Continued Commercial Execution with Substantial Growth Potential (Contd.)

    Continued Commercial Execution with Substantial Growth Potential (Contd.) Consistent Unit Volume Growth Consistent monthly adoption Units 1,800 1,713 1,600 ~67% 1,472 1,400 CQGR 1,245 1,200 1,074 1,000 876 800 600 550 400 192 220 200 29 0 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 20

  11. Slide 11: Cash, Cash Equivalents and Marketable Securities

    Cash, Cash Equivalents and Marketable Securities Company Positioned with adequate cash through multiple, high impact catalyst events Balance Sheet - Cash, cash equivalents and marketable securities ($ in thousands) Q2 2026 Q1 2026 Q4 2025 Q4 2024 Cash and cash equivalents $75,670 $205,194 $88,334 $1

  12. Slide 12: 2025-2026 Progress

    2025-2026 Progress* Indication Agent Progress Status BCG Unresponsive • ~700% Revenue Growth with J-Code and NCCN Guidelines ✅ CIS with or without ANKTIVA • UK / MHRA Approval; Approval in EMA (Feb 2026) ✅ Papillary +BCG • Saudi FDA Approved Jan 2026 (NMIBC + NSCLC) ✅ • UAE Approved July 2026 (NMIBC

  13. Slide 13: ANKTIVA + BCG in the NMIBC BCG Naïve Setting

    ANKTIVA + BCG in the NMIBC BCG Naïve Setting Durable Complete Response and Disease Free ≥ 9.5 Years QUILT-205 (Phase Ib/II) Trial1, 2 • Complete Response and Disease Free in 9 out of 9 (100%) 2-year trial As of 2024 • 6 out of 9 were evaluable in 2023 6 out of 6 (100%) Remain Disease Free • 2 subjec

  14. Slide 14: Pivotal Phase 3 Trial of ANKTIVA in NMIBC BCG Naïve

    Pivotal Phase 3 Trial of ANKTIVA in NMIBC BCG Naïve Enrollment Complete – Full Accrual Achieved Feb 2026 Trial Design BCG Alone ANKTIVA + BCG Vs. N=188 N=188 Status Update FDA Randomized Control Trial Cohort A • Ongoing recruitment • Expanding clinical trial sites internationally FDA Requested Inter

  15. Slide 15: 2025-2026 Progress

    2025-2026 Progress* Indication Agent Progress Status BCG Unresponsive • ~700% Revenue Growth with J-Code and NCCN Guidelines ✅ CIS with or without ANKTIVA • UK / MHRA Approval; Approval in EMA (Feb 2026) ✅ Papillary +BCG • Saudi FDA Approved Jan 2026 (NMIBC + NSCLC) ✅ • UAE Approved July 2026 (NMIBC

  16. Slide 16: Addressing Alternative Source of BCG

    Addressing Alternative Source of BCG FDA Authorized Expanded Access Program for rBCG (Feb 2025) – Addressing BCG Shortage ImmunityBio, Serum Institute of India Agree on an Exclusive Arrangement for Global Supply of Bacillus Calmette-Guerin (BCG) Across All Cancer Types Thursday, May 2, 2024 • Collab

  17. Slide 17: Looking Ahead - Anktiva Bladder Pipeline

    Looking Ahead - Anktiva Bladder Pipeline Bladder FDA Cancer Phase I Phase II Pivotal EAP Approved Recombinant BCG ResQ132EX NMIBC ANKTIVA®* + BCG NCT06810141 QUILT-3.032 N-803/NAI + BCG BCG-unresponsive NMIBC CIS QUILT-2.005 NCT03022825 N-803/NAI + BCG BCG-naïve NMIBC or Gemcitabine NCT02138734 ResQ

  18. Slide 18: BCG + Anktiva: Durable Response

    Video BCG + Anktiva: Durable Response 8/4/2026 ImmunityBio, Inc. - Investor Presentation 18 18

  19. Slide 19: 2025-2026 Progress

    2025-2026 Progress* Indication Agent Progress Status BCG Unresponsive • ~700% Revenue Growth with J-Code and NCCN Guidelines ✅ CIS with or without ANKTIVA • UK / MHRA Approval; Approval in EMA (Feb 2026) ✅ Papillary +BCG • Saudi FDA Approved Jan 2026 (NMIBC + NSCLC) ✅ • UAE Approved July 2026 (NMIBC

  20. Slide 20: Checkpoint Failures in Lung Cancer: The Oncology Challenge in 2025

    Checkpoint Failures in Lung Cancer: The Oncology Challenge in 2025 NSCLC: Current SOC patients progressing after checkpoint therapy +/- chemotherapy have a dismal prognosis • Overall survival ≤ 10 months • Treatment options are limited • NCCN does not recommend retreatment with checkpoint therapy af

  21. Slide 21: QUILT-2.023: Randomized Clinical Trial: First Line NSCLC N-803 (NAI) + CPI versus CPI Alone

    QUILT-2.023: Randomized Clinical Trial: First Line NSCLC N-803 (NAI) + CPI versus CPI Alone Randomized Control Study Demonstrates Significant Difference (p=0.0065) in ALC Increase Over Time with N-803 + CPI versus CPI Alone 8/4/2026 ImmunityBio, Inc. - Investor Presentation 21 21

  22. Slide 22: QUILT-3.055: Restoration and Maintenance of ALC Correlated with Prolonged Overall Survival

    QUILT-3.055: Restoration and Maintenance of ALC Correlated with Prolonged Overall Survival in 2L and 3L+ NSCLC 8/4/2026 ImmunityBio, Inc. - Investor Presentation 22 22

  23. Slide 23: World's First Approval for Immunotherapy 2.0 in NSCLC

    World’s First Approval for Immunotherapy 2.0 in NSCLC Activation of NK and T Cells in Lung Cancer: ANKTIVA + Checkpoint Inhibitor Non-Small Cell Lung Cancer (NSCLC): Therapeutic indication: ANKTIVA is indicated in combination with immune checkpoint inhibitors for the treatment of adult patients with

  24. Slide 24: QUILT-2.023: Prolonged Survival

    Video QUILT-2.023: Prolonged Survival 8/4/2026 ImmunityBio, Inc. - Investor Presentation 24 24

  25. Slide 25: 2025-2026 Progress

    2025-2026 Progress* Indication Agent Progress Status BCG Unresponsive • ~700% Revenue Growth with J-Code and NCCN Guidelines ✅ CIS with or without ANKTIVA • UK / MHRA Approval; Approval in EMA (Feb 2026) ✅ Papillary +BCG • Saudi FDA Approved Jan 2026 (NMIBC + NSCLC) ✅ • UAE Approved July 2026 (NMIBC

  26. Slide 26: Standard of Care Destroys the Very Cells that Kill Cancer

    Standard of Care Destroys the Very Cells that Kill Cancer Lymphopenia and Low ALC Results in Reduced Overall Survival 8/4/2026 ImmunityBio, Inc. - Investor Presentation 26 26

  27. Slide 27: Introducing Absolute Lymphocyte Count (ALC) and Lymphopenia

    Introducing Absolute Lymphocyte Count (ALC) and Lymphopenia Anemia Neutropenia Lymphopenia EPOGEN NEUPOGEN ANKTIVOGEN Loss of NK & T Cells Which Kill Cancer & Induce T Cell Memory Neutrophils Lymphocytes (ANC) NK & T Cells (ALC) ANC: Absolute Neutrophil Count No Treatment ALC: Absolute Lymphocyte Co

  28. Slide 28: First Lymphocyte Rescue Agent in 50+ Years as Backbone to Chemo-Immunotherapy and Radiotherapy

    First Lymphocyte Rescue Agent in 50+ Years as Backbone to Chemo-Immunotherapy and Radiotherapy Anemia Neutropenia Lymphopenia EPOGEN NEUPOGEN ANKTIVA Neutrophils Lymphocytes (ANC) NK & T Cells (ALC) ANC: Absolute Neutrophil Count ALC: Absolute Lymphocyte Count Treats Anemia Prevents Infection Prolif

  29. Slide 29: Non-Hodgkin's Lymphoma Program

    Non-Hodgkin’s Lymphoma Program 8/4/2026 ImmunityBio, Inc. - Investor Presentation 29 29

  30. Slide 30: QUILT-3.092 Clinical Trial of Non-Hodgkin's Lymphoma Refractory/Relapsed

    QUILT-3.092 Clinical Trial of Non-Hodgkin’s Lymphoma Refractory/Relapsed Study Design: Open-label, Phase 1/2 Study of CD19 t-haNK as a Single Agent and in Combination With an IL-15 Superagonist (N-803) and Rituximab in Subjects With Relapsed/Refractory Non- Hodgkin Lymphoma. Phase 2 Chemo-Free CAR-N

  31. Slide 31: QUILT-88: Effect of Tumor Burden and ALC Levels on Overall Survival

    QUILT-88: Effect of Tumor Burden and ALC Levels on Overall Survival QUILT-88: Overall Survival by ALC Response and Median Baseline CA19-9 Average On-Treatment Average On-Treatment All Subjects ALC < 0.5 (10^3/uL) and ALC ≥ 0.5 (10^3/uL) and (N=50) Baseline CA19-9 >3,852 u/mL Baseline CA19-9 ≤3,852 u

  32. Slide 32: 2025-2026 Progress

    2025-2026 Progress* Indication Agent Progress Status BCG Unresponsive • ~700% Revenue Growth with J-Code and NCCN Guidelines ✅ CIS with or without ANKTIVA • UK / MHRA Approval; Approval in EMA (Feb 2026) ✅ Papillary +BCG • Saudi FDA Approved Jan 2026 (NMIBC + NSCLC) ✅ • UAE Approved July 2026 (NMIBC

  33. Slide 33: Indication and Important Safety Information

    Indication and Important Safety Information INDICATION AND USAGE ANKTIVA is an interleukin-15 (IL-15) receptor agonist indicated with Bacillus Calmette-Guerin (BCG) for the treatment of adult patients with BCG- unresponsive nonmuscle invasive bladder cancer (NMIBC) with carcinoma in situ (CIS) with

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