Member since 2026
Views
0 Total number of views
Fair Values Set
0 Total number of fair values set
Comments
5 Total number of comments
Followers
0 Total number of followers

No bio added yet

No link added
IOVA logo
IOVA·Why I think Iovance is undervalued
Jump ahead 3 years from now and imagine iovance building a new manufacturing center to use amtagvi treatments in Washington to cater to 10,000 patient slots handling the Pacific- North West. Meanwhile a duplicate manufacturing center built near Nevada to support the Southwestern area from Colorado to Southern California. That's 30,000 patients in the U.S. alone, a cancer treatment platform with 5-6 different cancer indications with a new standard of excellence in a Solid Tumors with Cell-base therapy is not only possible now it's highly probable that this company can become a major player in the oncology space. Without the commitment and courage of Wayne Rothbaum and his scientists and Management team patients would be suffering a terrible outcome. It's time Wall Street stops criticizing and starts using common sense and noise it makes and show some respect. Shamefully bringing up old bottleneck issues and profitability to depress the stock price is the last gasping bear excuses that the builder of a platform that will treat a plethora of cancers is the profitability issue Wall Street loves to blow their horns over. The so called bottleneck issues are the very moat, the defensible asset (Manufacturing Center) that is a prime resource that is not only necessary, it's value for high margins are tremendous. Iovance J curve revenue growth is happening now and will continue as long as Wayne Rothbaum is running the Company.
0
|
0
IOVA logo
IOVA·Why I think Iovance is undervalued
Polip, great coverage, analysis and truthful stock price value right now. Finally an analyst who isn't looking backward and criticizing issues corrected. Great earnings beat with tremendous revenue growth. Soon Iovance will hold a meeting at the conference in Europe and declare the important clinical data they plan to submit to FDA for accelerated FDA approval in early 2027 for NSCLC. This announcement opens the window in autumn of 2026 for a friendly buyout negotiation that Rothbaum will likely start the bidding at 18 Billion waiting for the phone to ring. This is now a high growth, turn-key commercial Technology Platform company awaiting it's validation from NSCLC approval. Rothbaum is now in a position to advance their superior clinical trials data while growing revenue quarter over quarter and establishing the only solid tumor cell-base company on earth. The bears, Wall Street and short sellers are running out of time as Iovance Biotherapeutics shows higher margins and higher revenue growth in a small niche cancer market that is astonishing considering the 5000 slots open for patients right now at their Philadelphia Manufacturing center, As patients begin filling those slots in autumn of 2027 for NSCLC the massive revenue spike that 2028 will deliver along with an accelerated approval for TILVANCE-301 combination melanoma treatments in 1st line, holding a complete process throughout the initial treatment to the 2nd or 3rd line treatment that is a one and done therapy. IMPRESSIVE! We as shareholders get to watch our team (Iovance) grow the company and win the Championship as a tremendous buyout candidate or a dynasty lasting 10-15 years of continuous stock price revenue growth while disrupting the Cancer Industry with it's curative innovation
0
|
0
IOVA logo
IOVA·Why I think Iovance is undervalued
Looking forward to a good earnings report this Thursday regarding revenue. My opinion is that continued revenue growth quarter over quarter till NSCLC approval and rollout in 4th quarter revenue of 2027 will deliver with melanoma revenue the capital and margins to deliver breakeven numbers. 2028 revenue with 2 cancer treatments in the U.S. and global revenue from melanoma should expand into a J like revenue spike, especially the likelihood of several other cancer treatments clinical trials being ready for the FDA. Also don't get to worked up one way or the other with Replimunes RP1 if it is backdoored into approval it's commercial revenue won't show up till the end of quarter 1, 2027. It's a cupcake(RP1) at a convenience store compared to a baked cake at a bakery(Amtagvi).
0
|
0
IOVA logo
IOVA·Why I think Iovance is undervalued
Polip, my own research these last 3 years hinges on the next 2 quarters earnings reports showing continuous revenue growth and an accelerated approval for NSCLC setting a 15-20 Billion floor in a friendly buyout negotiation. My skepticism is the difficulties in running the business operations prohibiting big pharma, also from steering away from chronic old standard of care and new ADC treatments. I only see 3 big pharma companies with the cash and interest to obtain Iovance, J&J, Novartis or AstraZeneca. Also the window to convince Wayne Rothbaum to sell is now till NSCLC approval, then the price becomes to high for big pharma. There is no incentive to buy or sell this company now for this lofty price until the platform potential has 2 cancer treatments with NSCLC being the Holy Grail and showing the revenue scale, these catalysts raise the depressed stock price and the company into its tremendous growth phase
0
|
0
IOVA logo
IOVA·IOVA: Advanced Melanoma Approval and Equity Raise Will Drive Upside Potential
Wayne Rothbaum runs Iovance Biotherapeutics so their interim CEO is a non-issue. Also, the demand for global approvals by analysts and Wall Street is also not a necessary strategic move considering scaling patients in North America is financially and more easily obtainable to scale to 10000 or more patients by 2030 especially when considering insurance reimbursements are much higher than Europe or Asia that is a can of worms. Wayne Rothbaum knows this and is not planning his strategic playbook to placate shortsighted usual biotech patterns. Scaling North America in the next 3 years is masterclass 3-5 cancer treatments and patient volume by a disruptive Technology platform builder that does not play by anyone's expectations, he values superior clinical data, manufacturing excellence and scaling the pipeline into FDA approved indications. This North American scaling is genius rather than spreading all over the globe while wasting time and money. He is using NSCLC to scale the pipeline to scale the patients to scale globally when the timing becomes advantageous to the Billions that will be generated by late 2028-2030 that is already scalig from 2000 patients to 10000.
0
|
0