Iovance Biotherapeutics Inc (IOVA) News

I love the conviction from the longs here 👊

As a matter of fact, if the science is revolutionary, it is all about science.

Lol 😂 👍️

It is all about the Finances, not the science.

IOVA - Facts...
Dropped from about $16 SP after Melanoma therapy approval...
And now sitting @ $3.5, about 80% drop...
Why that would be????

Please leave this argument on NWBO board, not here. Appreciate it.

Adding while they bring it down. They hit everything they guided to:
- ATC launch 50/70 - Sales 164M (guided to 160-165M) in the first 3Q of launch (2024)
-Improved COGS Q over Q
- Executing in Pipeline (NSCLC and Endometrial readouts this year, and possibly Confirmatory reads out in ORR)

Everyone crying over price.....Take advantage and DCA and load up. Thank me later for the financial advice! I take tips! Yall knew when you invested you had a connected hedge fund cronie in charge, so of course there are games to be had with him and his friends. Declining price can affect the retail pysche, you can see it in all the social media posts.

FFS, they are on track to do over 250M in sales in the 1st 4Q of launch....you would think the sky is falling here listening to all the bagholders and weak retail moan.

Cosa, go back and read your last post on IOVA, management doesn't sit around thinking about the share price at this point in the company's growth. They will, but not just yet. As for some nefarious plot, that's Hollywood, not real world companies trying to achieve success.

This was unrelenting selling today. Is it the flush or are we due for all time lows? My guess is all time lows.

Do they get awarded yearly stock options? It would be really shady if they are fattening up their wallets by manufacturing a decline.

Barclays 27th Annual Global Healthcare Conference, tomorrow morning, 9:30 am EDT, Fireside chat with Iovance:

https://ir.iovance.com/events/event-details/barclays-27th-annual-global-healthcare-conference

KIPK, while you're shaking your head, what value have you brought to this board, the IOVA board? Why do you find it necessary to criticize a poster here about some other investment and their comments made on that board? Take your battle back to the NWBO board. Last I checked, this is the IOVA message board.

If you're bearish on IOVA, that's fine, but why not discuss that instead of criticizing one of this board's members and his/her statements made on a completely different board and a completely different investment?

Good luck KIPK in your investing, but here we try to discuss IOVA (for the most part).

thorysut - your constant dilutional posts against NWBO won't hep IOVA succeed.

If IOVA technology is as great as you think, why are you & few other IOVA investors are so afraid of NWBO success??

SMH

Theory, agreed. It would seem that the ability to buy large blocks of shares at these lower levels has diminished substantially. Mostly just day trading activity at this point imho. I don't see much reason for more shorting at this level, some covering certainly, but that too isn't in a hurry just yet to close out those short positions. It will, in time. GL

Sunman, I assume you no longer own any shares of IOVA, being a "smart one" amongst all of us fools?

Do you still own IOVA? I would assume you don't because you suggest that owners of the stock are foolish and ignorant, and you're certainly not foolish nor ignorant, are you?

Why waste your energy on the likes of IOVA investors by posting on this board? I would hope that you have far better things to do with your time than associate with the uneducated and witless rabble that make up this group, especially me who you've deemed to be a paid cheerleader with nefarious plans to somehow harm the retail investor by sharing my thoughts about this investment.

So there's no confusion, that's sarcasm.

Well, at least I'm amongst friends.

Good luck to the longs.

Yeah that is short interest as of 2/28. The volume appears to be drying up which is good. Would be interested to see the 3/15 Short interest. Want to see check out the Q1 fund holdings that will come out in mid April. I'm adding under $4. Looking strong in crappy macro tape.

Lid held tight under $4. Trust is low.
Share price is moving at the speed of trust. Raising $200M cash at the ATM twice already since Feb 2024 while revenue growth is anemic (after you tease out Proleukin stock up). This manipulative tactic to make things look better than they actually are does not fool the smart ones
This is dead money in 2025.

Just for fun, here's a little AI experiment when asked to analyze M&A potential for 2025. This is in part an AI generated response by Google.

"In 2025, the pharma and biotech sectors are expected to see increased M&A activity, driven by factors like patent cliffs and a push for pipeline replenishment through acquisitions, particularly in areas like oncology, immunology, and cardiometabolics.

Key Trends and Factors:

M&A Activity Anticipated: Industry analysts and experts anticipate a rebound in M&A activity in 2025, with larger deals expected after a period of "smaller, smarter" deals in 2024.

Patent Cliffs and Pipeline Needs: Major pharma companies are facing revenue losses due to patent expirations (patent cliffs) and are actively seeking to fill pipeline gaps through acquisitions, especially in areas like oncology.

Focus on Late-Stage Assets: There's a growing focus on acquiring companies with late-stage or market-ready assets to ensure quicker returns and to mitigate risk.

Specific Therapeutic Areas: Oncology, immunology, and cardiometabolics (specifically GLP-1 drugs) are expected to be prime targets for M&A activity.

Alternative Deal Structures: Expect to see more alternative deal structures and collaborations, such as joint ventures, licensing agreements, and partnerships, as companies seek access to pipeline assets and to mitigate risk.

J.P. Morgan Healthcare Conference: The J.P. Morgan Healthcare Conference in January 2025 saw several high-profile acquisitions, signaling a potential resurgence in deal-making confidence.

Factors Influencing M&A:

Falling Interest Rates: Lower interest rates are expected to encourage investment and make M&A deals more attractive.

Regulatory Uncertainty: Reduced M&A regulatory stringency due to the departure of FTC chair Lina Khan could also contribute to more deals.

Cash-Rich Big Pharma: Big pharma companies have substantial cash on hand, giving them the financial capacity for larger acquisitions.

Examples of M&A deals in early 2025:

Johnson & Johnson: Announced acquisition of neuroscience drugmaker Intra-Cellular Therapies for $14.6 billion.

GSK: Agreed to acquire cancer drug developer IDRx for up to $1.15 billion.

Eli Lilly: Made a $2.5 billion deal to acquire Scorpion Therapeutics.

AstraZeneca: acquired Fusion Pharmaceuticals in a deal worth up to $2.4 billion."


***For me, the one takeaway that aligns with my thinking regarding Iovance is the following: "Focus on Late-Stage Assets: There's a growing focus on acquiring companies with late-stage or market-ready assets to ensure quicker returns and to mitigate risk."

Iovance will have both in the very near future. Amtagvi is already commercial and revenue producing, trials for additional indications (nsclc, endo) are closer to data readouts that will (hopefully) confirm that they're tracking to FDA approval, and foreign markets will soon green light Amtagvi.

Good luck to the longs.

FWIW, short interest down a bit: https://www.nasdaq.com/market-activity/stocks/iova/short-interest

Well... one of the better performing stocks today 😁

added 9000 shares at 3.76

The excess amount of headwinds on the biotech sector is definitely more than I ever expected. I doubt I'm alone in being this surprised by the flight to safety.

That said, Iovance is still executing on their plan and they have the money necessary to grow all the way to profitability. I may still criticize the timing of their cash raises, but I'm sure glad they got it done before all this recent turmoil and prior to these even uglier current conditions.

GL

QQQ, SPY, IWM have all breached the 200 SMA on daily. The market is in distribution with people moving to cash. Nothing is safe. XBI is well below 200 SMA with a bear flag. There were multiple 300k shares sells on IOVA as of 8:30AM today.

Great $IOVA-like play...Im in $IOVA and $ESLA now too.....ESLA @ $1.00s: Low floater just got a one year price target of $16 from highly regarded bio/pharma Boral Capital...Volume precedes price...Looking great.
https://finance.yahoo.com/news/estrella-immunopharma-inc-nasdaq-esla-214600801.html

NOTE: Incredible news release from 9/27/24:
https://www.businesswire.com/news/home/20240927717371/en/

In my opinion: If you are running a company you concentrate on the operations, manufacturing, sales, and pipeline. The things you can control. They don't sit in a room talking about share price which is completely out of their control. I don't think they care what the share price is at, even if its underwater. They're longer than anyone..

As for me, I just got here. So my DD is really basic. I see stock that has taken a beating for 1 year. The revenue now matches what I believe is fair value for the market cap. They have an extensive pipeline, which R&D is very costly. But they have a fair amount of cash on hand to sustain for the rest of the year. With potential of revenue increasing, but this is not guaranteed. From what other longs have said, management is not the greatest. So transparency and what they say will not always be what they do.

Building a position here now has less down side risk. I would say at most the market cap can decrease by another 30% from bad news, which would put market cap at $0.85 Billion or the SP would be at about $2.65. This would not last long, maybe wick down and V shaped recovery. It would be complete flush of retail.
But it's impossible to always buy the bottom and sell the top. It just appears to me that now is the time to accumulate as the potential of the upside is 50% or much much higher with patience. And when I say patience, it could be years.

Good luck

Hicham, if you're really bored, here's just one of any number (100's if not 1,000's) of scholarly articles on Clinical Trials and Insider Trading:

https://journals.indianapolis.iu.edu/index.php/ihlr/article/view/27435/25007

This one is only 57 pages long, so it's at least a quicker read than some.

My guess would be that the company can neither share nor deny if any or all insiders are currently able or unable to buy shares in the open market. If anyone here has a definitive answer to that question, I'd appreciate your sharing.

And if you're an insider that knows the good news that's coming and are blocked from buying additional shares, well, sorry. Maybe just move the information release date up a notch. That could make all of us a bit happier.


GL

Hicham, the one reason that gets kicked around quite often is that they can't buy in the open market due to MNPI - material non-public information. There's plenty of possible bits of material information that could be considered a reason to limit insiders from buying or selling - the data from clinical trials is one that easily could be the blocker at this time and is the one that I find most likely.

The company continues to imply that the lung data is good, but the data has yet to be fully released, it should be therefore construed as insider information that is currently MNPI. Interestingly, nobody associated with the trials, even the doctors and patients if they have the data, can use that information to trade.

A lot of the cases that make the news are the ones where some trading took place prior to bad news being released, but trading ahead of good news being released is also an SEC violation. That's one likely reason why Iovance was recently looking to hire an attorney with this type of SEC background.

If there's any risk that an insider purchasing stock in the open market prior to good news being released, there's no reason to take that chance. There will be time after the data release to buy shares, albeit, at a higher price most likely. But again, so what. If Iovance achieves the level of success that many of us believe is possible, it will still prove to be a multi-bagger.

GL

GMH / Badger, Thanks for replies and info 🤙

I am going to ask a very stupid question that was asked 100 times:

 At <4$, why isn't Wayne and other at the board buying heavily ? Why wouldn't you do that if your average SP is around 7 to 9?

Jean Marc may find a reason or two to raise cash in the months to follow. His last comment does not put dilution concerns to bed for the rest of us. I estimate they will dilute the float to 370-400M if they achieve profitability in 1.5-2 years. Getting to $10 requires 150% increase in share price and is a big fat dream now. Too many risks abound. If all goes well, and that’s a big “if”, it may get to $12 in 2026 for a $5B valuation and get bought for $24 assuming pembro plus TIL trial is positive and leads to full
Approval.
A big trump card is lung data. If positive and they get accelerated approval, then chance of bas price going to $24 increases and buy out closer to $30-40. Not sure when the Lung trial wraps up.

GMH, correct, and it wasn't a significant raise, but due to poor timing, it was more shares than should have been needed. If 2026 is the year of profitability (which all indications are it will be), then the amount raised is sufficient. I'm not going to defend their timing on capital raises, but with regards to the growth of the company, it's fully in line with what they predicted relative to how CAR-T rolled out.

That said, yes, it's now all about execution. The company knows far more now than even 6 months ago, but they need to prove it to get the market buying back in and to get our investment back to $10, $15, and ultimately $20+ per share. I look forward to the results of what I believe was a very good hire in Mr. Kirby. The growth over the past year was not as fast as I had originally expected even though it was in line with the company's guidance. The market, the sector, and now the tariffs are all challenges for the share price at this time. That too will change.

For now, I see no reason whatsoever to walk away from this investment and I've even added to my core position. We are at an inflection point. A lot of what was necessary to prepare the ATCs, train up the staff, educate the providers, and encourage the docs to try the next best option in cancer treatment is in place with the potential for exponential growth over the coming months and years.

I've been on the max pain train before and know full well that sometimes it's right at that moment when you want to throw in the towel that the fight is almost won and profitability truly is in sight.

Good luck to all of us who are long this stock, but I'd be rooting for this company to succeed even if I wasn't invested. I've lost enough family and friends to cancer already, so I look forward to Iovance being phenomenally successful.

Also, when I listened to the call, Igor said there were ATCs treating 2-3 patients per week ... and in some cases 2 patients per day. At that rate, 1 ATC could have produced all the infusions they had in Q4. Sorry, but there is a lot of puffery with this management team. Still think they maybe able to pull this off, but I do not trust their statements, only execution from here on out.

At the Stifel fireside last Nov, Igor said they had "clear line of sight to profitability without having to raise significant amounts of additional capital", yet, here we are, 3 months later with 22M additional shares issued. Management comments need to be taken with a grain of salt. They have lost significant good will with me over these statements that, shortly after they are made, it becomes clear that they are simply false. Tired of management hiding behind these safe harbor statements.

Which is also why Jean-Marc Bellemin, Iovance's CFO, on the TD Cowan chat on Monday was able to state that Iovance has $422 million available as of 2/26/25 and a cash runway that will take the company through the second half of 2026.

The very last statement in that chat was that no additional financing was needed at this time, even with the additional expenses of bringing staffing up to the level of handling 2,000 infusions annually and with some of the additional buildout expenses accruing for the iCTC to progress toward that capacity of handling 5,000 patients annually.

This is a bigger deal than many are aware. The risk of further dilution is extremely low for the next two years regardless what the naysayers contend. The timing of such sales is still a concern that I have. Foresight may not be their strength on when to raise cash, but that's a discussion for another day.

Good luck to the longs.

They used the ATM after quarter close but before earnings call so they quoted cash runway "as of 2/26" but the share count increase not reflected year-end filing.

Did the OS just jump 20M shares? Was that from an ATM previously.

Took an initial small position end of last week....I think we have time to accumulate before the start north....some positives said on cc and feedback from Boston....

SB, other good takeaways from this morning's fireside chat: 2025 guidance is reiterated, 70 ATCs all ramping up, Jean-Marc even stated "very confident about our guidance" which are not words that get used if there's any thought/chance of missing the mark. To me they're signaling a beat is expected.

Q1 is likely going to be flat, the CDMO is going to do some maintenance during a short shut down during Q1, the iCTC can currently handle up to 2,000 patients per year but needs to add additional staffing for such an amount. They're currently staffed for handling up to 1,200 patients annually.

They are building out for up to 5,000 patients per year at the iCTC, which is currently underway and will probably take 2-3 years to complete the expansion.

$422 million currently in the vault providing a cash runway sufficient for the 2nd half of 2026. Jean-Marc at the very end of the call said he doesn't see any reason currently for additional financing. That should put much of the ongoing dilution concerns to bed.

https://ir.iovance.com/events/event-details/td-cowens-45th-annual-health-care-conference

Thanks for your thoughts. GL

Let's try to keep this board about Iovance. If you have information about other companies that are in combo trials with Iovance, great, but please don't use this board to promote other stocks and investments not directly related to Iovance. Some off-topic is fine from time to time, but we continue to see posts that have nothing to do with an investment in IOVA.

Thank you.

You are a biologist? Right. You must have a better understanding about immunotherapy on molecular level. There are over five hundred clinical trials related to the use of dendritic cells in treating cancer. But I am certain there is only one type of treatment that can make dendritic cells present hundreds of tumor-associated antigens to t-cells. You know that there are immune cells that can only be activated by antigen-presenting cells like dendritic cells.

If you have interest, watch the following presentation, go through the combination trial with Merck as one of collaborators, and read the paper.

But most importantly, download the data related to the paper and take a look at it yourself. The variations of over 36 thousand genes were measured pre- and post- treatments. All those highly overexpressed mutated genes went through significant changes resulted from the treatment. You could think of me as a liar. But data don't lie.

Here is the pipeline of precision medicine from Genetech for various types of cancers. You know how precision medicine works, don't you? All those targets (highly overexpressed mutated genes) which can also be founded in three types of brain tumors subjected to significant changes after the treatment of DCVax-L + poly-iclc.



https://clinicaltrials.gov/search?term=%22dendritic%20cell%22%20%2B%20tumor&aggFilters=status:act%20com



Pembrolizumab and a Vaccine (ATL-DC) for the Treatment of Surgically Accessible Recurrent Glioblastoma
https://clinicaltrials.gov/study/NCT04201873

TLR agonists polarize interferon responses in conjunction with dendritic cell vaccination in malignant glioma: a randomized phase II Trial
https://www.nature.com/articles/s41467-024-48073-y

https://www.ncbi.nlm.nih.gov/geo/query/acc.cgi?acc=GSE237562

4 points from the TD Cowen fireside today:

- management very clear about strong demand!
- seasonality and ICTC maintenance throttled Q4 and Q1.
- ATCs are the bottleneck and IOVA is helping the ATCs get operational and ramp up, as well as focusing on community centre efforts.
- most excitingly, the company is working towards improving selection of TILs prior to expansion. This drastically improves treatment quality and reduces ex-vivo expansion time!

Fact is, since Approval of TIL therapy for Melanoma about a year ago, SP has dropped by about 80%..

What does it say?

Says, it need help & that help IOVA doesn't have!!!

You are out of Suit, theory... LOL

Quick.. post something.

This p is sinking.....

Oh so you are dstock's other alias. Sorry nwbo is a scam and their phase 3 trial is not approvable in its current format. Rug pull where? I just added. I live Rent free in your lil mind......

Monday morning, 9:10 am EST, Mar 3, 2025: TD Cowen’s 45th Annual Health Care Conference

https://ir.iovance.com/events/event-details/td-cowens-45th-annual-health-care-conference

theorysuit - Man, its tough to be stuck when rug pull is in progress & continues....

As mentioned, this needs DC Vaccine...& without it, its just another technology hype IMO

Reflections.. I see this getting diluted down from 330 Million float to 390 million float by early 2026. They may or may not get profitable in 2 years as burn rate remains high and demand is anemic. Broader market conditions are expected to get worse in 2026. If they miraculously achieve $1B in revenue by 2028, the stock may be valued at $3-4 billion. With 390M float, that would be $10/share. If buyout happens, may get $20-24/share for $10B buyout. Lots of “if’s” here. No point being in love with this stock. Risk is very high and management keeps diluting shamelessly.
For comparison, Acadia. has $1B in revenue, $700 million cash and has market cap $3B today.
Why would IOVA be at $3B market cap any time soon???? Only if lung study is positive and combo study is a big success. Two big ifs.

Yeah you gotta do some reverse engineering based on the 10-ks and info within it. I want to see the updated open short interest at the end of february to confirm. But this walk down with this high volume couple of days provided short cover.

theorysuit - what are you babbling about. You cant force a success here...

This is like a one arm fighter, cant succeed on it on imo...

Needs help from the powerful DC Vaccine Technology.....

Will keep dropping until all gone imo....

Something not discussed often is the amount of trials and patients actively enrolling. It’s a hefty part of cash burn and resources. Once TILVANCE-301 and LUN-202 are finished, it’s going to reduce a lot of that cash burn. END-201 and GM1-201 are small trials. As will be COM-202-3D.