Biotech Values

[jbog]

Vinmantoo,

As far as Tril goes, next week they have their earnings call and towards the middle of March they are presenting at the SIFC conference. I'm hoping we learned a little bit at each event. Caution that the conference possibly could be cancelled in this environment.

Could you provide some insight into IOVA you just mentioned?

Iovance caught my eye when the 2019 Abstract's were first released and the stock was about $8. They had a very promising presentation and the stock shot up to the mid $20's and I exited soon. The stock then traded down into the upper Teens and I reloaded my position. It got a major bump last week with the 'rumor' of a sale.

Anyway, IOVA has what I see as one of the best 'next' generation immunotherapies out there but my worry is that the big boys might be so entrenched at that point they might not be able to commercialize it correctly.

They use a approach that they basically harvest your own TIL (tumor infiltrating lymphocytes) and multiply them in a lab by the billions and reinject them back into you. Very interesting and safe. They have results from patients who failed the normal Immuno drugs and are putting out 30% to 40% responses.

Their technology in a major companies hands would be a plus in the cancer world.

They have a good website but here's one of their recent posters in melanoma

https://www.iovance.com/wp-content/uploads/Iovance_SMR2019_Poster_20191120.pdf