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IOVA logo

Iovance Biotherapeutics, Inc. Stock Price

NasdaqGM:IOVA Community·US$3.8b Market Cap
  • 4 Narratives written by author
  • 11 Comments on narratives written by author
  • 185 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

IOVA Share Price Performance

US$8.14
5.72 (236.36%)
​
US$18.00
Fair Value
US$8.14
5.72 (236.36%)
54.8% undervalued intrinsic discount
US$18.00
Fair Value
Price US$8.14
Polip US$18.00
AnalystConsensusTarget US$9.33
AnalystHighTarget US$14.00
Fri, 3 Jul 26
Fair ValueUS$18.00
Share Pricen/a

IOVA Community Narratives

PO
Polip's
Fair Value
·
Fair Value US$18 54.8% undervalued intrinsic discount

Why I think Iovance is undervalued

6users have liked this narrative
7users have commented on this narrative
19users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$9.33 12.8% 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
83users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$14 41.9% undervalued intrinsic discount

Amtagvi And New TIL Will Meet Aging Global Demand

2users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
IOVA logo
Iovance Biotherapeutics
54.8% undervalued intrinsic discount

Why I think Iovance is undervalued

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PO
Polip
Published 3 Jul
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IOVA logo
Iovance Biotherapeutics
12.8% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Aug
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IOVA logo
Iovance Biotherapeutics
35.7% overvalued intrinsic discount

Rising Interest Rates And Dilution Will Stifle TIL Progress

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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IOVA logo
Iovance Biotherapeutics
41.9% undervalued intrinsic discount

Amtagvi And New TIL Will Meet Aging Global Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 17 Jun
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Trending Discussion

BA
IOVA logo

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.

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BA
IOVA logo

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

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KE
IOVA logo

I hold a lot of shares. I hope you are right and I agree $15-$18 is possible in 28-29. However they have to execute (which has been difficult), expand (be approved in the EU) and be approved for treatment of other types of cancers. It's possible but will not be easy nor is it a slam dunk. Hopefully there is some good news on Thursday

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Recently Updated Narratives

PO
IOVA logo

Why I think Iovance is undervalued

Fair Value: US$18 54.8% undervalued intrinsic discount
19 fair values setusers have set this as their fair value
7 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
IOVA logo

IOVA: Post Q2 Share Surge Will Test Sustainability Of Upcoming Sales Targets

Fair Value: US$6 35.7% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
IOVA logo

IOVA: TIL Therapy Progress And Margin Expansion Will Drive Future Repricing

Fair Value: US$9.33 12.8% undervalued intrinsic discount
83 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
2 Rewards
View Full Analysis

Iovance Biotherapeutics, Inc. Key Details

US$325.0m

Revenue

US$167.7m

Cost of Revenue

US$157.3m

Gross Profit

US$446.8m

Other Expenses

-US$289.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.64
48.40%
-89.09%
0%
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

User avatar
Narrative Update • Sep 03

IOVA: Post Q2 Share Surge Will Test Sustainability Of Upcoming Sales Targets

Analysts have raised the fair value narrative for Iovance Biotherapeutics from $4.00 to $6.00, as a series of higher price targets across the Street cites stronger Amtagvi revenue trends, improving margins, and updated company models following recent Q2 results. Analyst Commentary Recent Street research on Iovance Biotherapeutics clusters around a similar message.
User avatar
Narrative Update • Aug 20

IOVA: TIL Therapy Progress And Margin Expansion Will Drive Future Repricing

Analysts lifted the fair value estimate for Iovance Biotherapeutics from $8.22 to $9.33, citing higher modeled revenue growth, improved profit margin assumptions, and a lower forward P/E following recent price target increases tied to Amtagvi outperformance and stronger gross margins. Analyst Commentary Recent research on Iovance Biotherapeutics focuses heavily on Amtagvi revenue trends, margin performance, and how much of that progress may already be reflected in the current share price.

Recent updates

No updates

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