Nov. 26 at 11:00 PM
$IOVA Oh man,
$REPL chatter all day? Y'all stressing over ghosts while
$IOVA's Amtagvi is already out here stacking real-world ORRs at 49% (60.9% in 2L or fewer therapies) and crushing frontline combos with 33% CRs. REPL's RP1? Cute virus play, but FDA smacked 'em with a CRL in July—still licking wounds, no approval till 2026 at best, and even then, it's off-the-shelf convenience vs. Iovance's durable TIL beast that's forging paths in 1L/2L where REPL's metrics flatline (15% CR in ICI-fail, zero frontline data).
Market's got room for both, sure, but IOVA's miles ahead on ramp, revenue inflection, and moat. REPL's just noise—buy the dip on IOVA if you're not already YOLO'd.
