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Iovance Biotherapeutics, Inc. Stock Price

NasdaqGM:IOVA Community·US$2.4b Market Cap
  • 4 Narratives written by author
  • 6 Comments on narratives written by author
  • 163 Fair Values set on narratives written by author

IOVA Share Price Performance

US$5.17
1.20 (30.23%)
US$18.00
Fair Value
US$5.17
1.20 (30.23%)
71.3% undervalued intrinsic discount
US$18.00
Fair Value
Price US$5.17
Polip US$18.00
AnalystConsensusTarget US$8.35
AnalystHighTarget US$14.00

IOVA Community Narratives

Fair Value
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Fair Value US$18 71.3% undervalued intrinsic discount

Why I think Iovance is undervalued

4users have liked this narrative
2users have commented on this narrative
10users have followed this narrative
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Fair Value US$8.8 41.3% undervalued intrinsic discount

IOVA: Advanced Melanoma Approval and Equity Raise Will Drive Upside Potential

2users have liked this narrative
3users have commented on this narrative
78users have followed this narrative
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Fair Value US$14 63.1% undervalued intrinsic discount

Amtagvi And New TIL Will Meet Aging Global Demand

2users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
US$14
63.1% undervalued intrinsic discount
Profit Margin
5.63%
Future PE
137.51x
Price in 2029
US$17.2

Trending Discussion

Updated Narratives

IOVA logo

Why I think Iovance is undervalued

Fair Value: US$18 71.3% undervalued intrinsic discount
10 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
IOVA logo

IOVA: Lung Cancer Trials And 2026 Guidance Will Drive Future Repricing

Fair Value: US$8.8 41.3% undervalued intrinsic discount
78 users have set this as their fair value
3 users have commented on this narrative
0 users have liked this narrative
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IOVA: Replimune Setback And IL 12 TIL Trial Will Support Higher P/E

Fair Value: US$14 63.1% undervalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
2 Rewards

Iovance Biotherapeutics, Inc. Key Details

US$285.6m

Revenue

US$173.0m

Cost of Revenue

US$112.6m

Gross Profit

US$466.5m

Other Expenses

-US$353.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.79
39.44%
-123.90%
0.1%
View Full Analysis

About IOVA

Founded
2007
Employees
975
CEO
Frederick Vogt
WebsiteView website
www.iovance.com

Iovance Biotherapeutics, Inc., a commercial-stage biopharmaceutical company, develops and commercializes cell therapies using autologous tumor infiltrating lymphocyte for the treatment of metastatic melanoma and other solid tumor cancers in the United States and internationally. The company offers Amtagvi, an individualized T cell therapy for solid tumor cancer and for the treatment of adult patients with previously treated advanced, or unresectable or metastatic melanomal; and Proleukin, an interleukin-2 product for the treatment of patients with metastatic melanoma and metastatic renal cell carcinoma. It also develops lifileucel for the treatment of melanoma, cervical cancer, non-small cell lung cancer (NSCLC), endometrial cancer, and head and neck squamous cell carcinoma (HNSCC); LN-145-S1 to treat melanoma and HNSCC; LN-145 Gen 3 and core biopsy for the treatment of NSCLC; LN-145 Gen 3 to treat melanoma and HNSCC; IOV-2001 to treat chronic lymphocytic leukemia and small lymphocytic lymphoma; IOV-4001 for the treatment of melanoma and NSCLC; and IOV-3001 for use in the TIL therapy treatment regimen. The company has collaborations and licensing agreements with National Institutes of Health; the National Cancer Institute; Cellectis S.A.; Novartis Pharma AG; and Boehringer Ingelheim Biopharmaceuticals GmbH. The company was formerly known as Lion Biotechnologies, Inc. and changed its name to Iovance Biotherapeutics, Inc. in June 2017. Iovance Biotherapeutics, Inc. was incorporated in 2007 and is headquartered in San Carlos, California.

Recent IOVA News & Updates

Seeking Alpha Jul 16

Iovance: The Worst May Be Behind This TIL Pioneer (Upgrading To Buy)

Summary Iovance Biotherapeutics is showing steady operational and financial progress, supporting a speculative Buy rating upgrade. Q1 revenue reached $71.4M, with Amtagvi generating $60M; the sequential dip was attributed to one-off events, not demand weakness. Gross margin was impacted by temporary costs but is expected to improve to 50%+ as internal manufacturing scales and opex reductions take effect. Cash runway now extends well into 2028, and pipeline expansion offers upside optionality, though Amtagvi in melanoma remains the core story. Read the full article on Seeking Alpha
New Narrative Jul 03

Why I think Iovance is undervalued

In my opinion, Iovance is one of those biotech companies where the market is still focused on what went wrong in the past instead of what could happen over the next few years. After a disappointing commercial launch in 2025, many investors lost confidence and the share price fell sharply.

Recent updates

No updates