Performance Snapshot
Charts
Earnings Context
Previous: 2026-05-07
Next: 2026-08-04
Days to next: 33
Avg earnings move: 10.1%
Median earnings move: 3.2%
Technical Signal Snapshot
RSI: 73.3
Direction score: 0.9461
Price vs EMA20: 17.9%
EMA20 vs EMA50: 3.9%
EMA50 vs EMA200: 27.9%
EMA20 slope: 8.8%
Options Volatility Snapshot
Label: IV near recent HV
Expiration: 2026-08-07
Days to expiration: 36
ATM average IV: 115.5%
ATM call / put IV: 108.0% / 122.9%
6M HV: 133.5%
IV minus HV: -18.0%
IV discount vs HV: 13.5%
Expected move: 41.9%
ATM Greeks
Call delta / gamma: 0.6291 / 0.117825
Call theta / vega: -0.0174 / 0.0112
Put delta / gamma: -0.1624 / 0.067322
Put theta / vega: -0.0122 / 0.0073
Greeks are option-market context for the selected ATM expiration, not a trade recommendation.
Grounded Summary
- IBRX returned 30.8% over 1M, 32.4% over 3M, and 377.5% over 6M.
- Relative performance was 18.5% vs SPY and 9.4% vs QQQ over 3M.
- The thesis field is missing or needs review.
- Headline context: Fetched headlines cluster around: uncategorized (4), product/business (1).
- Recent examples: IBRX Stock Price Prediction 2025-2026 | Immunitybio Inc Forecast - 24/7 Wall St.; IBRX Stock In Spotlight: ImmunityBio To Unveil Fresh Anktiva And BCG Data Next Week - Stocktwits; IBRX Stock Surges 12% On Russell 1000 Inclusion Hopes - Yahoo Finance.
- Main watch items: thesis needs review, high volatility, large drawdown, RSI stretched.
- Next earnings is listed as 2026-08-04; typical close-to-close earnings move is 10.1% on average.
- Options context: IV near recent HV; ATM average IV is 115.5% versus 6M HV 133.5%.
- Technical context: RSI 73.3 and direction score 0.9461.
- Portfolio role/theme: Biotech.
- Next review question: What is the current reason for holding IBRX, and what would invalidate it?
- This is context for review, not a buy or sell recommendation.
Theme: Biotech. Sector: Healthcare. Industry: Biotechnology.
Thesis
Status: needs_review
Thesis: missing
Invalidation: n/a
Catalyst: n/a
Risk Flags
- thesis needs review
- high volatility
- large drawdown
- RSI stretched
Headline Context
Fetched headlines cluster around: uncategorized (4), product/business (1). Recent examples: IBRX Stock Price Prediction 2025-2026 | Immunitybio Inc Forecast - 24/7 Wall St.; IBRX Stock In Spotlight: ImmunityBio To Unveil Fresh Anktiva And BCG Data Next Week - Stocktwits; IBRX Stock Surges 12% On Russell 1000 Inclusion Hopes - Yahoo Finance.
Questions for Next Review
- What is the current reason for holding IBRX, and what would invalidate it? Codex: Review IBRX against trend above 50d and 200d, 3M return 32.4%, and headline context before changing the thesis.
- Is IBRX's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -42.3% with beta SPY 1.7679342225043846 and sector Healthcare.
- Is IBRX's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 133.5% and options context is IV near recent HV.
- Is IBRX sized for its typical earnings move? Codex: Next earnings is 2026-08-04 with typical move 10.1% and expected move 41.9%.
- Is IBRX's RSI stretched enough to affect review timing? Codex: RSI is 73.3 and direction score is 0.9461.
Headlines
IBRX Stock Price Prediction 2025-2026 | Immunitybio Inc Forecast 24/7 Wall St.
IBRX Stock In Spotlight: ImmunityBio To Unveil Fresh Anktiva And BCG Data Next Week Stocktwits
IBRX Stock Surges 12% On Russell 1000 Inclusion Hopes Yahoo Finance
IBRX Stock At 3-Month High: Retail Bulls Eye July Catalysts Around Anktiva Saudi Expansion, Q2 Sales TradingView
ImmunityBio (IBRX) director pre-plans option exercises and sells 96,722 shares Stock Titan
Evidence
JSON: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/IBRX.json
Markdown: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/IBRX.md