GMH, As of Nov 7th (date of report) 39 patients (or more if the count was taken earlier than the report date) were already infused in Q4 , not 30 as you mentioned: "Amtagvi Infusions: A total of 146 patients have been infused with Amtagvi since the first commercial infusion in April 2024, including 25 patients infused in the second quarter, 82 patients infused in the third quarter, and 39 patients infused since the start of the fourth quarter. " https://ir.iovance.com/news-releases/news-release-details/iovance-biotherapeutics-reports-financial-results-and-0
Your points are still valid for consideration, but I don't think the number of patients needed to hit the target guidance is as tall of an order since more ATCs are coming on line. Your points of using these events for trading are certainly worthy of consideration. I still hold a large core position, but I'm also more willing to trade a little around the edges so to speak.
We've seen that regardless the good results from Iovance, the market loves to beat down the winners and run up the losers. Sell the news remains alive and well and computer trading is not our friend. We might as well try to make a few dollars while Iovance continues to prove their worth over the coming months and possible years. I have complete confidence in higher highs over the next 12 months, but I suspect we'll see the occasional beat down now and again, and it may be nothing more sinister than the MMs and hedge funds saw an opportunity for a successful attack based on trading volumes, stop losses sitting open, or other outside fear inducing events that have nothing to do with Iovance specifically.
This company has turned me into a bit more of a trader than I wanted to be.
Right so I’m also curious about that idea - wouldn’t meeting guidance given for 2025 already be spectacular? Personally I think they’ll handily beat $475M but I wouldn’t expect them to update guidance until Q4 ER or even Q1 ER.
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