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ININBX

Inhibrx Biosciences Inc.

$INBX·$1.6B·Biotechnology·Healthcare
$109.35+4.4%YTD+31.8%1Y+310.3%
Price updated 12h ago·X counts updated 4d ago
ININBX
$INBXInhibrx Biosciences Inc.
$109.35+4.41%197 posts0.7×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $INBX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

197X posts · last 7 days
Sep 3Sep 14
Chatter Meter
0.7×
QuietNormal · 1×Loud

How loud $INBX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's quieter than usual.

Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-16

Inhibrx Bio is drawing loud bull posts after the readout: 30% complete response vs 0% for pembrolizumab alone in HPV+ head-and-neck cancer, an overall HR ~0.51, and 15x T-cell proliferation, being called the first working T-cell co-stimulant in oncology history. Bulls call $125 a gift and paint an M&A path akin to Terns being acquired by Merck. The lone caution is real: 35% treatment discontinuations flagged as "ipi-nivo level" irTox. Insider buying tops the day's conviction list.

Read what X is saying about $INBX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $INBX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-09-18

The move is getting stronger, with heavier trading behind it.

Head-and-neck cancer readout is genuinely striking — CEO just bought $2.6M in the open market.

Inhibrx Biosciences is a clinical-stage biotech built around a modular biologic platform with two lead assets: INBRX-106 (a hexavalent OX40L agonist antibody) in head-and-neck cancer, and ozekibart in an approaching regulatory action. The stock has ripped 295% over the past twelve months as the pipeline data has landed.

  • The HexAgon HNSCC readout is unusually strong: 30% complete response versus 0% for pembrolizumab alone in HPV+ head-and-neck cancer, overall hazard ratio ~0.51, and 15x T-cell proliferation — an OX40L-agonist working in solid tumors is a landmark result, and the crowd's 'first working T-cell co-stimulant in oncology history' framing is real, if aspirational.
  • The company has no revenue but the balance sheet fits the story: Q2 revenue was $0, EPS was -$2.34 in Q2 and -$2.15 in Q1, FCF yield of negative 8% — the operating math is fine because the market cap is priced for pipeline optionality; a Terns/Merck-style acquisition is a real potential exit.
  • The insider tape is the loudest single conviction signal: CEO/founder Mark Lappe bought 25,000 shares for ~$2.6M on Sept 15, director Jon Kayyem added $500K Sept 17, offset by only tiny director trims — cash-out-of-pocket by the founder at these levels is a rare alignment signal.

Next catalysts: an ozekibart action date and the INBRX-106 expansion trial announcement extend the tape; the honest bear voice is 35% treatment discontinuations flagged as 'ipi-nivo level' immune-related toxicity, and any FDA safety-hold or acquired-toxicity signal at the expansion would invalidate. Nov 13 earnings won't drive the mechanic; the readouts do.

Agrees with X sentimentThe X read on the HNSCC data, the $125 gift framing, and the Terns/Merck M&A comparison maps to the mechanics — the founder's $2.6M buy backs the conviction, and the 35% discontinuation caution is honestly self-corrected in the crowd's own posts.

What to watch: Ozekibart action date and INBRX-106 expansion updates — positive regulatory or trial data extends the tape; an FDA safety hold, acquired toxicity signal, or capital raise given the burn invalidates.

On the calendar: 2026-11-13 — Q3 earnings

clinical stagefounder open market buy

Read the AI verdict on $INBX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech using modular protein engineering to develop multi-specific biologics for cancer and rare diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $INBX.

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $INBX

Partial — clinical-stage biologic pipeline for rare and serious diseases benefits from the rare-disease biotech premium in the sector re-rating; without more specific product detail, company-specific pipeline cadence is the primary catalyst.

Top industry ETF

$IBBiShares Biotechnology ETF
+22.1%YTD
+42.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-12.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-99.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-8.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$-2.34$-2.28-2.6%
Q1 2026May 14, 2026$-2.15$-2.37+9.3%
Q4 2025Mar 19, 2026$-2.11$-2.08-1.4%
Q3 2025Nov 14, 2025$-2.28$-2.08-9.6%
Next earningsFri, Nov 13·consensus EPS $-2.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0-100.0%——$-2.34$-29.9M
Q1 FY26$0———$-2.15$-38.0M
Q4 FY25$0-100.0%——$-2.11$-30.1M
Q3 FY25$0———$-2.28$-33.8M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.3M$2.8M – $6.2M-$9.52-$10.45 – -$8.582
FY27$36.1M$20.3M – $60.9M-$8.94-$9.76 – -$8.103
FY28$120.8M$76.6M – $165.1M-$5.42-$6.07 – -$4.772
FY29$202.6M$129.6M – $293.0M-$2.80-$4.43 – -$1.491
FY30$353.6M$226.3M – $511.5M$2.67$1.42 – $4.221

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 10.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.675-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy3 insiders bought shares in the last 30 days.

Recent transactions

BuySep 16Kayyem Jon FaizDirector5.0K sh$500KSellSep 15Kimberly ManhardDirector500 sh$53KSellSep 14Kimberly ManhardDirector500 sh$55KSellSep 11Kimberly ManhardDirector500 sh$56KSellSep 9Kimberly ManhardDirector500 sh$58KSellSep 8Kimberly ManhardDirector500 sh$58KBuySep 8Kayyem Jon FaizDirector5.0K sh$568KBuySep 8Douglas ForsythDirector2.5K sh$287KBuySep 8Mark LappeCEO25.0K sh$2.6M
+ 9 other (9 awards) in window

See when $INBX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Inhibrx Biosciences (INBX) reported Phase 2 primary endpoint results for INBRX-106, a hexavalent OX40L agonist antibody, from the HexAgon study in first-line head and neck squamous cell carcinoma (HNSCC), with full results presented September 8, 2026. OX40L agonism is an immuno-oncology mechanism aimed at enhancing T-cell activation against tumors. The readout is a key clinical catalyst for the company's OX40 platform.

8-KMaterial agreementJul 168-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Inhibrx Biosciences (INBX) expanded its Oxford Finance credit facility to $500 million total via a Second Amendment, adding $325 million in new credit: $100 million in Term C Loans funded immediately plus up to $225 million in Term D Loans at lender discretion. In connection with the Term C funding, the company issued warrants for 21,457 shares of common stock to the lenders. The expanded facility provides substantial capital to fund Inhibrx's pipeline through key milestones.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 118-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDApr 218-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 13 other (6 13Gs · 2 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Inhibrx Founder and CEO Mark Lappe Buys 25,000 Shares for $2.6 Million. What Does His Confidence Tell Investors?fool.com·4d agoInhibrx: 'Strong Buy' Maintained With Ozekibart Action Date On The Horizon And Study Win With INBRX-106seekingalpha.com·5d agoInhibrx: Market's Lukewarm Response To Yesterday's HNSCC Data Hard To Fathomseekingalpha.com·10d agoInhibrx Biosciences Plans Head and Neck Cancer Trial Expansion Following High Response Ratesbenzinga.com·11d agoInhibrx's combination cancer drug shrinks tumors in mid-stage head and neck cancer studyreuters.com·11d ago

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Voices on X · last 7 days

No standout posts about $INBX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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