Badgerkid Posted - 38 minutes ago

$IOVA Here's a little takeaway from Stifel's recent Iovance report (pg. 9) discussing near term patient numbers and future patient expectations - the future numbers should truly impress you: "In our model, we estimate 2-3 patients per month at Top-Tier ATCs (N=10) and ~1-2 patients/month at non-Top-Tier ATCs over the short term. The exception here is 4Q24 – we model a slowdown in an effort to meet 2024 guidance, which would be consistent with moving past an initial patient bolus. Long term, we assume 8 patients per month at Top-Tier ATCs and 4/month at non-Top-Tier ATCs." Using 50 ATC's, that's conservatively 180 patients per Q near term. Their future expectation using 70 ATC's is conservatively over 900 patients per quarter. Do the math, that's nearly $2 billion in revenue for Amtagvi alone. Now consider what will happen when you add in additional indications for TIL - nsclc, endometrial, and others. Fair value for Iovance? Sell or don't sell the company, it's still a big number.

zero1234 Posted - 1 hour ago

$IOVA slow and steady...

Lolichocho Posted - 1 hour ago

$IOVA 65M revenue and raised 2025 guidance.

Idvst8 Posted - 1 hour ago

$IOVA

Idvst8 Posted - 1 hour ago

$IOVA

Idvst8 Posted - 1 hour ago

$IOVA -6th Annual TIL Therapies Summit October 22-24, 2024 | Boston, MA

thebullofwallst Posted - 2 hours ago

$IOVA The TIL Therapies Summit would be an ideal place for an interim NSCLC readout

Milanfinest Posted - 2 hours ago

$IOVA hello what s the story here? I see is lateralizing and i m gonna read all the stories on various forum, but if the bio cowboys wanna share a recap many thanks!✈️🍝

Bamin Posted - 3 hours ago

$IOVA Stifel Survey: Not sure what they mean by: "one respondent who indicated infusing 5 patients, 3 of which were OOS, and he said 2(of 3) were due to insufficient yield"?? Why would any patient be infused if the TIL product was "out of spec" unless they are giving the patient the benefit of the doubt and still infusing BUT IOVA would not be able to bill for such patients?

Idvst8 Posted - 3 hours ago

$IOVA - The formal note below estimates Rev at $54mm, so that is Technically the Bar. To Crush.

Idvst8 Posted - 3 hours ago

$IOVA - over/under Rev number for Q3 ER ?? I'm running with $60mm, and Hoping for a high Mark of $66mm. Big 10% beat

tedevan Posted - 3 hours ago

@Chartist0_0 it's sector wide look at $iova and $espr both doing well and also facing massive shorts.

NotHalfFast Posted - 4 hours ago

$IOVA here it is lads.

Itsf82 Posted - 5 hours ago

$IOVA Green .. but expected better tbh

Quadman5 Posted - 5 hours ago

$IOVA This just up on Webull news feed.

CrypoCuzz Posted - 6 hours ago

$IOVA dip before the rip….i could only wish

StockednLoaded Posted - 6 hours ago

$IOVA- LBPH acquired for 2.6B. Peak sales 1.5B-2B. Anticipates drug on market in 4yrs. addt’l ~4 yrs to hit peak sales? So 2.6B PV at ~3.5% 8 yrs = ~3.5B future value, but since it’s only a ph2 there needs to be some kind of discount to account for risk. I have no clue on discounts, but would a 75% probability be close to the best a Bio would expect on an offer that still carries huge risk towards its FV? ~3.5B FV discounted by ~25% puts the derisked value of the drug ~4.5B. Fred said amtagvi represents more than 1B opportunity for current label in US alone, if we assume LBPH and Amtagvi do similar sales 1.5-2B at similar margins and assume peak sales in ~3 more years off 4.5B that puts PV of current label ~4B. Mgmt also said they view EU market as equal to US. So another ~4B. De-risked stock price *today* should be $25-$30 before you even factor other markets + label expansion on 1L/NSCLC/addt’l pipeline. I know, I know retail was early and mgmt had to use ATM at $8. Makes sense 🤮

Gettingtillywithit Posted - 6 hours ago

$IOVA the joke is on them sit tight

SwordfishTrader Posted - 7 hours ago

$IOVA Guys this is a stereotypical accumulation pattern and method over recent months. It’s of 100% certainty this is the major load zone and we’re only dipping regularly for funds to accumulate more. Zero fear and buy all you can since that’s what the big money is doing every week we remain at these incredible bargain prices.

Gramma Posted - 7 hours ago

$IOVA Sometimes people cant envision the future,In the early 90s went into a store,They were selling computers and electronics,Asked the old guy at the counter if i should buy a computer(they were expensive then) He said dont bother it will never catch on,Its only for nosey people,I said wrap it up ,I will take it!! Iova will catch on justs needs time.

Gettingtillywithit Posted - 8 hours ago

$IOVA $10

Idvst8 Posted - 8 hours ago

$IOVA Wakey wakey !!

RumRunna Posted - 8 hours ago

$IOVA 💪🏼

Gettingtillywithit Posted - 8 hours ago

$IOVA NEW HOD!!

Gettingtillywithit Posted - 8 hours ago

$IOVA quit hiding $10!!!

Gettingtillywithit Posted - 8 hours ago

$IOVA ALLEZ!!!!

Gettingtillywithit Posted - 8 hours ago

$IOVA NEW HOD!!

Badgerkid Posted - 8 hours ago

$IOVA FWIW, I just keep buzzing the tower and buying shares below $10. Found some spare change in the couch and added a few more shares. I might forgo that high end IPA at bowling so that I can buy a few more IOVA shares. Good luck to the longs.

RexColbrook Posted - 9 hours ago

$IOVA ⏳🎶 lfg! 😎

Badgerkid Posted - 9 hours ago

$IOVA FWIW, and as recently posted, hiring remains brisk, including some overlap on Iovance's site for WuXi staffing: https://www.iovance.com/current-opportunities/