$IOVA
HC Wainwright takeaways.
1.Proof that TIL can be industrialized manufacturing, logistics, payers, and community sites, not just academic centers.
2.Commercial inflection already visible record quarter, expanding margin, cash into 2028, profitability language.
3.Label and line of therapy expansion in melanoma , real-world 2L strength plus a Phase 3 that could unlock front line.
4.Same product into much larger tumors, NSCLC first, then sarcoma and endometrial, using the same factory and many of the same doctors.
5.Next-gen constructs so the platform is not stuck only in “hot,” resectable tumors.
@tim82439@BiotechXGuru Trump wants to fire the FDA man, so they think a 2x CRL will getting better. I more think it's a exit liquidity for the big ones
@WSJopinion They got 2 CRL 2 times because they didn't listen to the FDA. 2 times. They knew what was wrong and just sent the same stuff again. And thought the outcome would change. And now they try to lobby their way into the market. That's just endgame capitalism. And now they lie on TV.
@WSJopinion So we just post the same article again, without mentioning any $IOVA or Amtagvi or TIL? I wonder what they paid for a misleading interview like that. Posting it 5 times doesn't make the lies more truthful.
@WSJopinion $IOVA has a cure that works almost perfect and is already running in the thousands. You guys should spend 2 min on research other than just writing down bs that is represented to you. There is a cure for melanoma! AMTAGVI!
@Octopusking77@jfais20 $IOVA will take a good Q4 and the time will play for them. problem always was that they underestimated how complex it was to get a working line for Treatment centers, also getting the docs to use it. Now with McKesson and cost cutting they will be profitable no doubt in late 2028
@Oddhootcapital@jfais20 Barclays has some good connections to the centers how many infusions they do etc. And they increased their rating 2 times now. Also McKesson will start to roll since October and that is a huge bonus. So yeah, amazing times to be invested
Major scientific breakthrough in the treatment of lung cancer NSCLC.
Please spread the word, you could be saving lives!
https://t.co/5ezrfeTgDh
#cancer#lungcancer#nsclc#CancerResearch