Iovance Biotherapeutics Inc (IOVA)

[Dennboy66]

From DrLen in comments section of recent SA article.

Premium
Investing Group
Comments (20)
I was at NIH in the early 1970s studying immunology with Nobel Laureate Baruj Benaceraff who was a fan of Dr. Steve Rosenberg , who did the pioneering research on TIL. It has certainly been a long haul to commercialization. I think the fact that TIL has produced significant and durable remissions(? cures) in VERY advanced melanoma patients is quite remarkable and testifies to the liklihood that TIL will be more efficacious when used in earlier stage disease alone or in conjunction with Keytruda. CAR-T cells have been a major commercial success with sales already in the billions. My hunch is that TIL will follow this course. When used in earlier stage cancers the lymphodepletion protocol will be much better tolerated and the chances of efficacy in my opinion will be much greater. Another encouraging fact is that the most recent NCCN cancer therapy guidelines now recommend TIL as SECOND line therapy for melanoma, not third or fourth line; this is very likely to stimulate rapid uptake. I share the enthusiasm of the corporate insiders who have been consistent buyers of the stock despite their large stock options. I can understand the analysts drilling down on initial uptake, uptake, but I think they are missing the forest for the trees. It may take a little more time, to get established, but TIL has a very good chance of being a revolutionary product and I regard it as an outstanding speculation.

Reply

Like
Liked By Analyst