Jul. 19 at 3:20 PM
$IOVA i asked ChatGPT what the projected stock price for IOVA would be in late 2026 following NSCLC data release assuming : 450M shares outstanding, VM=50%, and 2026 revenue of
$370M
For ORR>20%:
mDOR>12 months
$7.77-11
mDOR>16 months
$11-15.56
mDOR>20 months
$17.8-24.4
mDOR>24 months
$22.2-31.1
If ORR increased to>25% the numbers are:
mDOR>12 months
$11-14.4
mDOR>16 months
$14.4-20
mDOR>20 months
$22.2-33.3
mDOR>24 months
$29-40
Assuming the FDA approves Amtagvi for 2L NSCLC in late 2027, shares outstanding increased to 500M, and no major competive setbacks the projections for late 2027 with ORR>20% are:
mDOR>12 months
$14-20
mDOR>16 months
$20-28
mDOR>20 months
$28-40
mDOR>24 months
$36-52
For ORR>25% the numbers are:
mDOR>12 months
$18-26
mDOR>16 months
$26-36
mDOR>20 months
$36-52
mDOR>24 months
$48-70