Replies to post #841 on Iovance Biotherapeutics Inc (IOVA)

[MN Gopher]

Hawkeye, Wow what a hogpog of questions with no real answers here.
It’s alot to digest & thank you for pointing out all these pitfalls we appear “trapped in” for now.
These many questions could truly be the why here in the constant Red we see for what 2 straight months.
I’d like to think Wayne knows the “why” here, but he is intensely private & favors
Dropping good news bombs in his own time frame.
His history points to this as his strategy, good or bad.
WR seems to enjoy seeing the price drop daily so his buddies can scoop up shares at a discounted premium.
He plays the long game like the seasoned investor he is.
He looks at the big picture in keeping a very tight lid on communication to us outsiders & goes crazy IF info is leaked early.
All we can look at in the in-term is to see if we get more insider large purchases of Iova to signal good news is around the corner.
We should know more on 5-31 with trial results being communicated to us little guys on the outside.
My own opinion is always as you know, follow the $$$
If insiders are selling it’s trouble & if they are buying, we are in good shape for now.
I’d love for Investor Relations to reply to you.
I’ve tried so many times myself & crickets is what I get from them.
I suspect your pointed questions will receive the same fate, silence.
It stinks & we are frustrated, I know I am.
Playing the long game or selling shares is about all we can do for now in my opinion.
Good Luck Longs
As I like to say
“In Wayne We Trust”
#CureCancer

[Sunman88]

In 3 months we will all be more knowledgeable as we will know how many of the 160 screened actually received treatment. That should set a benchmark for attrition rate. With that said, over time, attrition rate should keep reducing for some the variables you have outlined.
Bottom line, treatment with Amtagvi requires multiples steps and a significant level of planning and timely execution. As they gain experience, turn around time should continue to improve.
If they manage to treat over 250 patients (low end) in 2024 and set run rate to treat over 500 (low end) in 2025, all is well.
I believe the big ace is excellent clinical data for Amtagvi plus Keytruda in early lines of treatment for melanoma. ASCO should shed more light and color about this one.