Jul. 15 at 4:27 PM
$IOVA
GS Rating Negative Points
1)
First quarter revenue was lower than expected due to manufacturing disruptions and patient drop-offs.
PAST = FORGET IT!!!!
2)
The company revised its full-year revenue guidance to
$250-
$300 million, indicating a more conservative outlook.
PAST = FORGET IT!!!!
3)
Manufacturing success rates were lower in the first quarter, impacting cost of goods and gross margin.
PAST = FORGET IT!!!!
4)
There is a disconnect between initial target physicians and community oncologists regarding Antagy's treatment sequencing, affecting adoption.
PAST = FORGET IT!!!!
5)
Annual maintenance at the manufacturing facility reduced capacity by more than 50% for about a month, impacting production
PAST = FORGET IT!!!!
