Iovance Biotherapeutics Inc (IOVA)

So many investors may be missing the boat on IOVA. Despite its early missteps, it may be time to look again at taking a postion in IOVA:

https://simplywall.st/community/narratives/us/pharmaceuticals-biotech/nasdaq-iova/iovance-biotherapeutics/ismg0jwg-why-i-think-iovance-is-undervalued?utm_source=share&utm_medium=web

Good argument.

What about Replimune and RP1? This is what keeps me from increasing my (already large) position... REPL price recovery suggests the market expects a positive AdCom and approval in August. How will that affect IOVA? They target the same patients, and why would these patients not try RP1 first, at no toxicity, and only do Amtagvi if PD1 fails?

Lots of great possibilities here. The problem is a negative cash flow and all the liabilities, especially employees paid in shares.
That all needs to turn around.

Updated corporate deck. The reasons to own IOVA continue to grow with many future approvals looking more likely each day as positive trial data continue to pile up.

https://ir.iovance.com/static-files/1b635a58-f5c5-4846-ac07-82e5ff88a99c


TIL therapy with Amtagvi is gaining ground with more than 90 treatment centers supporting its use:

https://www.amtagvi.com/


A significant pipeline will support expansion of TIL therapy for years and likely decades to come:

https://www.iovance.com/clinical-pipeline/


And, of course, Iovance is always looking to improve the process and the treatment experience while still aggressively fighting and often curing cancer:

https://www.biospace.com/press-releases/iovance-biotherapeutics-announces-clearance-of-investigational-new-drug-ind-application-for-il-12-tethered-til-therapy-iov-5001

''The Phase 1/2 trial will begin enrolling in the second half of 2026 to investigate the safety and efficacy of a one-time IOV-5001 treatment regimen without the use of IL-2. Cohorts include advanced colorectal, triple-negative, and estrogen receptor-low breast cancers, as well as other highly prevalent solid tumors representing more than 100,000 U.S. deaths annually.''


Check it out.

GL longs.

Gonna be huge lung ca in Nov 

H2 gonna see double digits 

Could a lot of the sells have been held and reported late? prior ref seems suspicious.

A worthwhile read, FWIW: "The BRAF Pathway to TIL Program: Why Earlier Planning May Change the Treatment Journey for Melanoma Patients" by MedOncMD on June 15, 2026

https://medoncmd.com/the-braf-pathway-to-til-program-why-earlier-planning-may-change-the-treatment-journey-for-melanoma-patients/

https://medoncmd.com/contact/about-dr-sajeve-thomas/

A couple more potential competitors for treating lung cancer have dropped out of the race:

https://www.pfizer.com/news/press-release/press-release-detail/pfizer-announces-topline-phase-3-results-sigvotatug-vedotin

https://www.merck.com/news/merck-and-gilead-provide-update-on-phase-3-keynote-d46-evoke-03-study/

More good news coming soon. Additional indications under review. Trials tracking well and results are solid.

https://www.iovance.com/clinical-pipeline/

FWIW, short interest dropped a bit more:

05/29/2026 104,249,751
05/15/2026 106,608,353
04/30/2026 114,711,667
04/15/2026 108,804,045
03/31/2026 110,832,243
03/13/2026 115,070,206
02/27/2026 130,927,595
02/13/2026 131,334,639
01/30/2026 105,255,004
01/15/2026 117,099,153
12/31/2025 119,070,866
12/15/2025 120,342,810
11/28/2025 118,939,462
11/14/2025 115,733,068
10/31/2025 95,415,882

Steady as she goes. Looking a little better each quarter.

FWIW and for all you day traders, new rules making it easier to trade: https://us.etrade.com/knowledge/library/margin/pattern-day-trading-rule-change

Thanks for the update.

Jefferies chat with Iovance on June 4th. Here's a few summaries:

From a fellow investor: $IOVA 🗞️ Iovance Biotherapeutics at Jefferies Global Healthcare Conference 2026 with Fred and Corleen has been extraordinary, congratulations @IovanceBio!

Full transcript: https://t.co/YhhbioI3FM

Highlights:

💰 On guidance: 'Plenty of room for us to go. Obviously, this year…— Project Kai (@kainvests) June 4, 2026

TradingView summary: https://www.tradingview.com/symbols/NASDAQ-IOVA/documents/

Quartr summary: https://quartr.com/events/iovance-biotherapeutics-inc-iova-jefferies-global-healthcare-conference-2026_oC77dIYn

Once I have access to the full transcript, I'll add that as well.

GL longs.

IOVA......................https://stockcharts.com/sc3/ui/?s=IOVA&p=W&b=5&g=0&id=p86431144783

Tune in today, Thursday, Jun 4, 2026 at 1:25 PM EDT, Jefferies Global Healthcare Conference

Hopefully we'll get a little additional color on Australia and other updates about ongoing trials.

"...Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced that Fred Vogt, PhD, Interim CEO, President and General Counsel, and Corleen Roche, Chief Financial Officer, will participate in a fireside chat at the 2026 Jefferies Global Healthcare Conference on June 4, 2026, at 1:25 p.m. ET in New York, NY..."

Tune in here: https://ir.iovance.com/events/event-details/jefferies-global-healthcare-conference-0

https://ir.iovance.com/news-releases/news-release-details/iovance-biotherapeutics-present-upcoming-conference-0

I rode the original runs a few years ago. Then I basically just watched. Yes, some can make a few coins if they can time it correctly.
Postential is there. But will it happen?

Yes...up, down...up down...up and down. Same pattern for 6 months. Buy on dips, sell when up 8% to 10%. I think after possibly the 2nd... definitely 3rd qtr earnings report later this year, IOVA will never look back at this paltry $3-$4 dollar range. This should easily be a $12-$15 dollar company, that's not even counting a potential buyout bid by Lilly, Abbvie, J&J. Then it's easily in the twenties! JMHO

Australia approves Amtagvi: https://ir.iovance.com/news-releases/news-release-details/iovances-amtagvir-lifileucel-granted-approval-treatment-advanced

No matter what the news, this has mini runs and then crashes back down.

Jun 4, 2026 at 1:25 PM EDT, Jefferies Global Healthcare Conference

"...Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced that Fred Vogt, PhD, Interim CEO, President and General Counsel, and Corleen Roche, Chief Financial Officer, will participate in a fireside chat at the 2026 Jefferies Global Healthcare Conference on June 4, 2026, at 1:25 p.m. ET in New York, NY..."

Tune in here: https://ir.iovance.com/events/event-details/jefferies-global-healthcare-conference-0

https://ir.iovance.com/news-releases/news-release-details/iovance-biotherapeutics-present-upcoming-conference-0

The IND for IOV-5001 has been cleared https://www.biospace.com/press-releases/iovance-biotherapeutics-announces-clearance-of-investigational-new-drug-ind-application-for-il-12-tethered-til-therapy-iov-5001

''The Phase 1/2 trial will begin enrolling in the second half of 2026 to investigate the safety and efficacy of a one-time IOV-5001 treatment regimen without the use of IL-2. Cohorts include advanced colorectal, triple-negative, and estrogen receptor-low breast cancers, as well as other highly prevalent solid tumors representing more than 100,000 U.S. deaths annually.''

Including you. You were one of many on this board that had predicted much higher highs. You were also one predicting price reversals numerous times, as many of us did.

Now's the time to enjoy what looks like some positive momentum. I've happily been making a few dollars over the past few years trading options, selling some puts and selling some covered calls. The company is tracking toward profitability, slower than I expected, but at a pace that some of our other board members fully expected. TIL therapy and the commercial roll-out were far more complex than anticipated.

Bottom line, the company has a tremendous future still in front of it. I own plenty of shares. I assume you don't own any?

We all know that the timing did not work out as expected, nor as the company had predicted on multiple occasions, but the company remains debt free and is closing in on more approvals, revenues are increasing, and margins are improving.

Seems like a good time to ramp up on a long position, don't you think?

GL IOVA longs.

Got to admit this made a nice move up from its recent lows. Still not doing as well as many projected.

ASCO The 2026 ASCO (American Society of Clinical Oncology) Annual Meeting runs from May 29 to June 2, 2026. This flagship event will be held in a hybrid format, both online and in-person at McCormick Place in Chicago, Illinois.

Iovance has 3 presentations for 2026: https://www.asco.org/search?userInput=iovance

Other presentations of note: https://www.asco.org/search?userInput=til%20therapy

Some buying.

Barcoding. So sad.

Per Iovance: "After reviewing the available safety and efficacy data to date, Iovance concluded that the study reached the required number of events for evaluation of study endpoints."

https://clinicaltrials.gov/study/NCT03645928

Is getting a PDUFA date up next?

GL longs..

IOVA....................https://stockcharts.com/sc3/ui/?s=IOVA&p=w&b=5&g=0&id=p86431144783

And per the filings many were issued to employees,

Takes a lot of money to keep this going
Shares Outstanding
Year
2026 446M (2026 Per Brokerage Stats)
2025 357M
2024 290M
2023 235M
2022 159M
2021 153M
2020 138M

Source:
https://www.macrotrends.net/stocks/charts/IOVA/iovance-biotherapeutics/shares-outstanding

It appears the report was a nothing burger.

Pre-market overaction. Tried to buy in at 3.30...3.50... and 3.70 and I couldn't....lol

The tree was shaken. Dead leaves blown away. New Buds and Buyers sprouting. The sun is shining on IOVA.

I'm thinking this may be good?

IOVA...............................p/m

This should rip tomorrow!

Thank you. I have high expectations for Iovance. Even the possible potential of a buyout or takeover by a BIG PHARMA company in the near future.

FWIW, an interview with Marty Makary regarding Replimune's failure to receive approval. Iovance investors will take comfort in what he has to say about approvals and the actual scientific process. Iovance follows the rules and remains in steady communication with the FDA, all of which is great news for future approvals.

Know what you're investing in and realize that spin can also support share price. Sadly, spin was apparently all that Replimune had. Iovance does not offer much spin even though I believe they have plenty to brag about. WR is notorious for keeping his cards close to the vest which limits the help of a little hype from time to time.

GL longs. The future for Iovance remains bright.

https://www.cnbc.com/video/2026/05/05/watch-cnbcs-full-interview-with-fda-commissioner-marty-makary.html

Hope to see a gap up before then![color=green][/color] $$$$$

IOVA reports earnings pre-market open Thursday morning!

Nice volume..............

I have high hopes for IOVA.

Ah, she said it and defended it. That is good. I have no doubt about the long term trajectory here it’s just these things take a lot of time and the vast majority of oncologists still this as a salvage therapy rather than a secondline option. But that will change in time.

SB, the use of the term "remarkable growth" is credited to Corleen Roche (not Fred). That's an important distinction as she's the number cruncher, not merely an interim figurehead as apparently is Fred.

The phrase came from her comments at the TD Cowen chat on March 2, 2026, and it was reiterated in the ARS just the other day. I'm not expecting Q1 to blow off the doors, but I do expect healthy revenue growth for 2026. That phrase was not meant to be just a casual comment, but rather a note that revenues are expected to grow at a healthy clip this year and likely into next year.

From the TD Cowen transcript, here's some of the key language:

"Corleen Roche, Chief Financial Officer, Iovance:...On the heels of positive momentum in the fourth quarter, we expect remarkable revenue growth in 2026 driven by AMTAGVI..."

"Tyler Van Buren, Senior Biotech Analyst, TD Cowen: Got it. Again, the remarkable comment, that’s related to the year, not necessarily Q1, you know, a huge spike in revenues in Q1 or so.

Corleen Roche, Chief Financial Officer, Iovance: Agree. Yes, it is.

Tyler Van Buren, Senior Biotech Analyst, TD Cowen: Okay.

Corleen Roche, Chief Financial Officer, Iovance: Look, we’re seeing good momentum, like I said. The leading indicators going into the year are good. As that continues, look, we’re very encouraged, obviously, or we wouldn’t have said remarkable growth."

GL longs.

You're all able to determine what Corleen Roche may have meant with that statement and it's use once again in the 2025 ARS.


********************************
FWIW, here's a more basic definition, but it makes the point that such a comment is not merely a throw away statement:

"When accountants or financial advisors refer to "remarkable growth," they generally mean a substantial, often rapid, and noteworthy increase in a company's or portfolio's value, size, or profitability that outperforms industry standards or expectations. This type of growth is rarely just a "lucky break" but is typically characterized by:

Exceptional Expansion: Significant, measurable improvement in key metrics, such as a major boost in revenue, high growth in earnings, or a significant surge in market share.

Strategic Transformation: It often involves a profound shift, such as tapping into new markets, adopting new technology (like AI), or changing business models to become more resilient.

Sustainability and Quality: It is not merely a short-term spike. "Remarkable" often refers to high-quality growth built through intentional strategy—such as improved client retention, effective use of data, or expanding services.

Outperformance: Achieving results that stand out against competitors, sometimes through "purple cow" tactics—being so different and effective that it forces stakeholders to stop, notice, and take notice of the results.

In the context of investment, it refers to a company showing high growth in earnings that leads to substantial increases in stock price..."

Can you provide a brief interpretation of the chart for us neophytes please?

IOVA............................https://stockcharts.com/sc3/ui/?s=IOVA&p=w&b=5&g=0&id=p86431144783

Heavily long here, quite underwater but long term I have high conviction as TIL as a platform (indication expansion) and especially next gen IL-12 tethered IOV-5001.

But I think there’s no point in over analyzing Fred using the word “remarkable”. I think that’s a subjective word. Still I think this will be their best year in terms of revenue and margins.

Thank you for this, a very interesting finding! We’ve only seen preclinical data but 5001 is very promising. Seems little to no IL-2 will be required.

And when Rosenberg et al. tried something similar an over decade ago, with IL-12 secreting TIL, the efficacy was phenomenal. But the downsides were not acceptable - very bad toxicity and unregulated secretion of IL-12 during expansion which biased which cells were expanding.

Tethered regulated IL-12 TIL is very exciting and should make OBX-115 look outdated. Already we see OBX-115 lacks the durability of lifileucel, but the efficacy and safety are good.