Inhibrx Biosciences, Inc. (INBX)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$121.17-0.89%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · INBX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 896.2% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has been missing across recent quarters and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
INBX — credit agreement
Dated 2026-07-16
Entry Into a Material Definitive Agreement On July 15, 2026, Inhibrx Biosciences, Inc. (the “Company”), Oxford Finance LLC as collateral agent (“Collateral Agent”), and the other lenders party thereto (the “Lenders”), entered into a second amendment (the “Second Amendment”) to the Loan and Security Agreement dated as of January 13, 2025, as amended by the First Amendment dated March 18, 2026 (collectively, the “Oxford Loan Agreement”), pursuant to which the Lenders expanded the facility to an…
Why it matters: Ongoing legal issues may affect the company's work and its image.
Worry ifNo new legal actions or settlements reported in the next quarter.
Less concerning ifMore lawsuits or bad legal news could hurt the company.
Why it matters: The FDA's approval would mark a major milestone for Inhibrx and its pipeline. Ozekibart could become the first approved treatment for a serious cancer with no current options.
Supportive ifFDA approves the BLA for ozekibart before or on the PDUFA date.
Worry ifFDA issues a complete response letter or delays the decision beyond April 14, 2027.
Why it matters: This data will show if INBRX-106 is effective in treating head and neck cancer. Positive results could boost investor confidence and support future trials.
Supportive ifManagement shares key data on survival rates from the INBRX-106 trial.
Worry ifData shows no real change in survival rates compared to the control group.
Why it matters: The health care sector is maturing, and slowing growth could impact Inhibrx's performance. A rebound would be positive.
Supportive ifRevenue growth in the health care sector re-accelerates back toward 10% or higher.
Worry ifRevenue growth is slowing down and is now below 5%.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$219 on $10,000 · ±2.2% | How much price usually moves either way. |
| Bad day | $673 loss on $10,000 · 6.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,413 loss on $10,000 · 44.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Updates on the BLA review show progress. This could affect how investors feel.
Supportive ifNo issues reported during the review process leading up to the April 14, 2027 PDUFA date.
Worry ifThe FDA found big problems with the BLA. This delays the review process.
Why it matters: The earnings report will show if the company can recover from its recent miss. A strong report could improve investor confidence.
Supportive ifQ2 earnings beat expectations by more than 10%.
Worry ifQ2 earnings miss expectations again.
Why it matters: More funding can help with clinical trials and operations. It shows confidence in the company.
Supportive ifInhibrx draws down more than $100 million from the expanded credit facility.
Worry ifInhibrx does not get more funding or delays using the facility.
Why it matters: New data may change how investors feel after the recent legal news.
Supportive ifEarly data from the ozekibart trial is positive. It shows better results for patients.
Worry ifNegative updates or delays in the trial data release.
Why it matters: The progression-free survival data will show how effective INBRX-106 is in treating head and neck cancer. Positive results could boost confidence in the pipeline.
Supportive ifThe company shares good PFS data. This shows big improvement over the control group.
Worry ifThe data shows no big improvement. Outcomes are the same or worse than the control group.
Why it matters: The FDA meeting will explain how to develop ozekibart for colorectal cancer. Good feedback could speed up trials.
Supportive ifThe FDA meeting gives a clear plan for starting a first-line trial.
Worry ifThe FDA has big concerns about the trial plans or timeline.
Why it matters: Monitoring cash burn is crucial as it affects the company's ability to fund clinical trials. High burn rates could signal financial distress.
Worry ifCash burn goes down a lot. This shows better cost management.
Less concerning ifCash burn stays high or goes up. This raises concerns about financial health.
Why it matters: Interim results will show how well ozekibart works in colorectal cancer. Good results could prove the drug's potential.
Supportive ifThe early results show that ozekibart works well and is safe in Phase 1 groups.
Worry ifThe early results show that there are safety concerns or it does not work well.