Feb. 20 at 2:08 PM
$IBRX $QQQ $TECL $GME $JNJ
Looks like sales in the Mena region will be starting by Q2 for initial 150-250 patientsyes.
Based on a conservative estimate of the SFDA-issued price certificate (estimated at ~
$30,000 per dose vs.
$35,800 in the U.S.) and the treatment cycles required for lung and bladder cancer:
Q2 2026 Revenue Contribution for Initial stocking orders and the first wave of patients could contribute an estimated
$15M –
$25M in net product revenue specifically from the Saudi market.
This international revenue will be additive to a U.S. business that just reported
$113 million in annual revenue for 2025, a 700% year-over-year increase.
Revenue Growth: Analysts have projected that these international approvals could help sustain a 20% sequential quarterly growth rate through 2026 .
In SA the revenue mix is expected to skew heavily toward NSCLC because it is a 'first-in-world' approval, meaning ANKTIVA faces virtually no direct competition in that specific combination therapy niche.
