Iovance Biotherapeutics. Every tracked FinTwit mention of $IOVA, newest first. 26 mentions since the first on Jun 14, 2025. See the price chart.
May 2026 · 3 mentions
May 18
Dustin — $IOVA Bank of America added 8M shares and now they have over 14M shares of IOVA.
Two Sigma added 9M shares and now they have over 1 shares, Millennium added 2.8M shares and now to…↗
May 7
Jacob Plieth — Meanwhile, Salim laying into $IOVA https://t.co/6HqOQiOsdk↗
May 6
Dustin — $IOVA I suspect the guidance will be on the light side of what a lot of people here are expecting based on the "remarkable growth" statements. Given the revision to last year's gu…↗
April 2026 · 10 mentions
Apr 28
Dustin — $IOVA Could the fact of the delay in the 2026 earnings forecast be due to some impending news that will affect that forecast?
I'm thinking that Iovance might be in a conversation…↗
Apr 24
Dustin — $IOVA Just a couple thoughts in the face of the wild reaction over on REPL
1) The entire review panel at the FDA said “no”… and castigated REPL for not following their advice from…↗
Apr 23
Dustin — $IOVA Amazes me that Replimune has enough political lobby power to question the FDA decision at a senate hearing, get an opinion article on the WSJ and additional airtime on CNBC a…↗
Dustin — $IOVA All one can do is hold, maybe add a little and grin and bear it. This war and the serious upcoming inflation (energy, food, shipping, materials like aluminum, fertilizers,…↗
Mar 25
Dustin — $IOVA TERN deal announced today was only a 6% premium to yesterday’s close. For those wondering, the big re-rating in TERN started in early November with the release of partial but…↗
Mar 20
Dustin — $IOVA Taking a look at Iovance thru the lens of current world events:
1) Higher oil prices - energy is a very small input for Iovance so no impact on margins
2) Tariffs - manuf…↗
Dustin — $IOVA
Please check my analysis on shorting behaviour & check out my comments & the table added:
(1) Shares shorted have been significantly increasing over the last 3 months
(2)…↗
Feb 25
Dustin — $IOVA I think I was more relieved that ER didn't disappoint than I was excited for the pop. Could not have stomached another 50% drop.
The single thing I appreciated most about th…↗
Feb 24
Dustin — $IOVA 10-12 billion in projected sales .. . that is about 16% of Merck . . . so our market cap should be in the $35 billion so a legit buyout offer will be $100 range
Like if you…↗
July 2025 · 1 mention
Jul 29
Jacob Plieth — Stark lessons for cell therapy players from recent $ADAP $IOVA $ATRA disasters about the need for buy-in from a wealthy partner with commercial infrastructure.↗
June 2025 · 1 mention
Jun 14
Jacob Plieth — Good ol' $IOVA. CFO resigned on 10 June, but obviously not worth announcing until three days later, on a Friday evening https://t.co/D8H5CkMte4↗
— $IOVA is undervalued for one main reason: commercialization.
The market believes demand is real, but still doubts execution. As long as investors aren’t convinced the company ca…
Dustin — $IOVA "It seems like all the major companies are waiting on the lung cancer data — and after that, there's a good chance everyone will be racing to acquire Iovance. But not at laug…↗
Apr 10
Dustin — $IOVA Regardless of what happens tomorrow with RP1 — whether it gets approved or receives a CRL — the short-term stock move will likely be driven by emotional retail hype.
The rea…↗
Apr 9
Dustin — $IOVA So, who knows what?
Unusual activity without actual news in the market.
Did bad news for Replimune leak or is this just more investors playing the odds of another CRL/r…↗
Apr 8
Dustin — $IOVA Thursday, April 16th, Gastman at AACR.
Big conference, and since their favorite ASCO starts end of May, I think there's a good chance for something. That way they'd have 1)…↗
Apr 7
Dustin — $IOVA Iovance Biotherapeutics: Positioned For Multi-Year Growth, Buy The Pullback https://t.co/sH51UecGTq↗
Apr 2
Dustin — $IOVA
“Looking in the area up to $15 billion is our sweet spot,” Merck CEO Robert Davis said during a February earnings call.
For companies, the smaller deals are less risky than…↗
— $IOVA Summarising key dates for those who joined recently:
1. Barclays this Wedsnesday. Expecting higher volume putting pressure toward $6, hopefully.
2. Replimune’s PDUFA…
Dustin — $IOVA Just note that after the ER pop on Feb 24, it flatlined until right after Roche met with tutes at the Cowan conference Mar 2nd, and went from $3.62 to $5.63 between Mar 4 and…↗
Mar 9
Dustin — $IOVA
Pfizer bought Seagen in 2023 for $43 billion. 7 years later in 2030 the acquired portfolio is expected to generate $10 billion in revenue. Thats 4x 7 year forward revenue mul…↗
Mar 6
Dustin — $IOVA One of the many, many reasons I love Iovance:
They’ve already laid the groundwork for a smooth addition of NSCLC patients in their iCTC. 80+ ATCs, many understand the proces…↗
Mar 5
Dustin — $IOVA Don't get off the boat before lung data. This is just a warm up. They are proving that the treatment can make money and can grow. Inject 7x lung market into the model and you…↗