NorthWest Biotherapeutics Inc (NWBO)

[dennisdave]

Revenue talks

agreed

Iovance Biotherapeutics' Amtagvi (lifileucel), approved by the FDA in February 2024 for advanced melanoma, has demonstrated promising early commercial performance. In the first quarter of 2025, the company reported $49.3 million in total product revenue, with $43.6 million attributed to Amtagvi sales . Based on this trajectory, Iovance has revised its full-year 2025 revenue guidance to a range of $250 million to $300 million.
https://www.globenewswire.com/news-release/2025/05/08/3077673/0/en/Iovance-Biotherapeutics-Reports-Financial-Results-and-Corporate-Updates-for-First-Quarter-2025.html?utm_source=chatgpt.com
https://www.rootsanalysis.com/reports/til-therapies-market.html?utm_source=chatgpt.com

Analysts estimate that Amtagvi's peak sales in the second-line and beyond melanoma setting could exceed $1.5 billion . This projection aligns with the broader tumor-infiltrating lymphocyte (TIL) therapy market, which is anticipated to grow from $0.3 billion in 2025 to $4.2 billion by 2035, reflecting a compound annual growth rate (CAGR) of 28.7%

Iovance is also pursuing regulatory approvals for Amtagvi in additional markets, including the UK, EU, and Canada, which could further expand its market potential . Moreover, the company is exploring the application of lifileucel in other solid tumors, such as non-small cell lung cancer (NSCLC), which may offer additional revenue streams in the future. Other solid tumors

GBM Treatment Market Size: The global GBM treatment market was valued at around $2.9 billion in 2023 and is projected to grow to approximately $5.68 billion by 2033, reflecting a compound annual growth rate (CAGR) of about 8.23%. There is just no way nwbo will have all that revenue coming its way.

So where you are getting the idea that Iovance is performing badly in revenue is beyond me. If I had to guess its wishful thinking