IOVA Iovance Biotherapeutics Inc

Iovance just dropped mature ESMO data on Amtagvi + Keytruda in first-line melanoma $IOVA 🎯 62% responded (15 of 24) 🧬 29.2% complete responses 📊 Median PFS 19.8 months ⏳ Median response duration not reached at 26.9 months Oral talk Fri Oct 23, 11 AM ET / 8 AM PT

$IOVA ESMO 2026 — My Key Investor Takeaway The headline isn't the 62.5% response rate. It's the durability. 🔥 29.2% complete responses 🔥 19.8-month median PFS 🔥 Median duration of response still NOT reached after 26.9 months of follow-up Historical median PFS: Keytruda ~12 months; Opdualag ~10.2 months. The opportunity? A potentially differentiated treatment in the much larger frontline melanoma market. The risk? Just 24 evaluable patients and no head-to-head evidence yet. The catalyst? TILVANCE-301. If Phase 3 confirms these results against Keytruda, $IOVA's growth story could change dramatically. Bottom line: ESMO strengthens the thesis. Phase 3 determines the valuation upside.

$IOVA A lot of guessing on impact of ESMO data this week. The one thing I have learned with Iovance over my numerous years of investment here is to expect the unexpected. Folks are looking for a 10% pop Monday. The stock could have a small or big pop. Also, it could trade largely with macro ewrly before exploding in the afternoon. It could run heavy on Wednesday or Thursday after retail thinks it isnt gonna move. This one is impossible to read IMO and just best to keep money parked until a substantial move occurs.

$IOVA very bullish Added more stock on the weakness from last week. Not selling until $65-$100+. The fundamentals are improving from week to week. ESMO conference will further agenda and garner much needed awareness and publicity. Next, an announcement that IOVA is being acquired will provide tremendous upside to all that believe in this incredible TIL cancer treatment! Lastly, as more and more countries approve TIL treatment, revenues will break $1 billion dollars by the end of 2027, and possibly $2 billion by the end of 2028. For proof of valuation, just check MRNA, whose revenues are$2.2 billion with a market cap of more than $87 billion or 43 times revenue. Bottom line: Do not sell! Millionaire maker stock!!!

$IOVA Response rates held steady with longer follow up and a refined dose subgroup. ORR and CR rate barely moved. Durability improved in maturity. More responders now have documented ≥12-month responses, and median DOR is still not reached. The main new quantitative result is median PFS of 19.8 months competitive with (and numerically longer than) historical dual checkpoint benchmarks on a cross trial basis. Safety remained consistent with the known profiles of pembrolizumab + lymphodepletion + IL-2. Why it matters This remains a small single-arm cohort, but the signal has now been confirmed with additional time. High response rates, a substantial complete response rate, and durable benefit in the majority of responders continue to support the ongoing randomized phase 3 (TILVANCE-301) of lifileucel + pembrolizumab versus pembrolizumab alone. The healthier frontline population and one time nature of the TIL component remain practical advantages if the phase 3 confirms the benefit.

$IOVA this is when you know growth is accelerating and utilization is becoming mainstream. When providers take pride in behind the highest utilizer of the product, that’s when you know the product is finding broad use and acceptance. It may seem like an insignificant, run of the mill post, but I think this is bullish AF as it shows adoption eagerness and, with that, demand!

$IOVA This is the price range the SP should have been in for 2L melanoma, had the roll-out not been botched. This is around fair value for that indication at this point. Nothing else has been priced in at this SP, unlike other bios like IBRX and SMMT and RVMD. If NSCLC, 1L Melanoma, Endo and Sarcoma were priced in, IOVA would be sitting at the MC of $38B that RVMD is.

$IOVA The number of Amtagvi Authorized Treatment Centers just hit 103 and is still climbing. That doesn’t happen by accident. Becoming an ATC means hospitals and cancer centers invest significant time, training, infrastructure, and capital to be able to collect tumor tissue, manage the lymphodepletion regimen, administer the TIL product, and handle IL-2 support. Centers only take that on when they see both clear patient demand and a viable financial path. The rapid expansion from 30 centers at launch in early 2024 to more than 100 today is a strong real world signal that the clinical need and reimbursement environment are supporting broader adoption of this first in class TIL therapy for advanced melanoma. Access is expanding because the demand is there.

$IOVA with ESMO, SITC, Q3 ER, NSCLC data all in remaining 2026. Come 2027, Swiss, MAA , UK approvals, 3001/4001 updates, Q4 ER, NSCLC sBLA , possible breakeven news , more conferences and ATC expansion here and there...remaining 2026 and the entire 2027 are full of back to back catalyst...not to mention possible tilvance 301 AA from primary data

$IOVA they should file sbla for both tilvsnce 301 and nsclc 2l for 2027 at this point...and fda should just give CNPV..2hy stall. It clearly works

$IOVA I think we break $16 tomorrow. Call me crazy but it just feels like it's going to happen. No charts or anything here. Pure emotion on my part. Let's see if i'm right. I predict $16.42 closing. If i'm right, gimme a pat on the back. If i'm wrong, just pretend I didn't say it. Deal?

$IOVA Cohort 1A of their Phase 2 IOV-COM-202 trial was an initial readout (Immature Data). IOVA at ESMO Abstract #20720 Frontline Melanoma is dropping Mature Data.

$IOVA So IOVA ESMO Abstract 20720 (Frontline Melanoma) is NOT a repeat of data from Cohort 1A of their Phase 2 IOV-COM-202 trial. There is a difference between initial readouts (Immature Data) and Mature Data. If you think the two are the same you are the only one who thinks it because Whales and Big Pharma will not see it that way. So maybe your

$IOVA do folks realize there's a possibility the stock price could potentially double or triple within 24 hours?

$IOVA 2072O - Efficacy and safety of lifileucel and pembrolizumab in patients with immune check point inhibitor-naïve advanced melanoma: Final results from IOV-COM-202 study

$IOVA ESMO expectations: -Frontline melanoma, focus on ORR 65%, CR 30% and long durability , preferably not reached yet along with good safety profile. 2- For sarcoma, focus first on whether the initial 50% ORR survives a larger sample(10-15 patients vs 6 patients)then on CRs and duration of response. Maintaining these numbers in a larger patient population would be very very bullish.🚀

$IOVA my team has a bye on Sunday and their season is over anyway. Heres some homework. Monday market opening could be very very interesting.

Probably loves it lol. That combo holding up at maturity is exactly what $IOVA needed heading into TILVANCE 301

$IOVA The 19.8-month median Progression-Free Survival (mPFS) achieved by the Amtagvi + Keytruda combination fundamentally alters the competitive outlook when stacked against Bristol Myers Squibb's frontline standard, Opdualag (relatlimab + nivolumab)

$IOVA ESMO 2026 — Sarcoma Takeaway 🔥 50% ORR (3/6 in-spec patients) 🔥 37.5% ORR (3/8 treated) 🔥 75% disease control 🔥 All 3 responses ongoing Oct 26: More mature data expected at rapid oral presentation. These results are from an early investigator-led study, NOT the larger registrational SARATOGA trial (~80 patients), which has yet to report efficacy. Bottom line: Encouraging proof of concept. Durability and replication in SARATOGA could unlock another major indication for lifileucel.