Iovance Biotherapeutics Inc (IOVA)

[badgerkid]

Dennboy66, thanks for sharing. The battle has begun as Iovance cuts into the CAR-T market and other earlier line options for cancer treatment.

Now that Amtagvi is recommended as a second line therapy and could soon be considered for frontline, other Pharma companies aren't going to quietly step aside. As Amtagvi continues to demonstrate that it's a better therapy with less side effects and provides a better match to the specific cancers treated, it will increasingly be requested by docs who see the benefits of this bespoke therapy. This is why Iovance is a buyout target. Even if the current team and primary investors at Iovance choose to remain unavailable for sale for the time being, the pressure from big pharma to accept a buyout offer will grow.

If we're correct in our understanding of the value of Iovance and TIL therapy, bigger players are going to want a bigger piece of the pie before much longer and before the real revenues start hitting the bottom line. I still believe that Iovance could be in the black by the end of 2025.

Best of luck to you.