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Structural_Biologist

02/28/25 3:01 PM

#2097 RE: GMH* #2096

That’s an understatement. They should’ve been hammering it like hell throughout approval and for a few months after.
Bullish
Bullish
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badgerkid

02/28/25 3:29 PM

#2098 RE: GMH* #2096

GMH, I won't disagree with that, but I do think a spike in Amtagvi sales is right around the corner where some exponential growth will start to occur, but no reason to guide for that as of yet. Once more ATCs earn their stripes, we'll see that accelerated growth. I think Q1 to Q2 growth will take a lot of investors by surprise based on comps with CAR-T and such (Kymriah, Yescarta for example). I do think Iovance will be able to update and increase guidance after Q1 (don't know if they will).

Back to your main point, timing of cash raises has been terribly timed imo.