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IOIOVA

Iovance Biotherapeutics, Inc.

$IOVA·$6.5B·Biotechnology·Healthcare
$13.62-7.5%YTD+421.6%1Y+508.0%
Price updated 2h ago·X counts updated 5d ago
IOIOVA
$IOVAIovance Biotherapeutics, Inc.
$13.62-7.47%506 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $IOVA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

506X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $IOVA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 84% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data22 posts analyzed · as of 2026-10-02

X is loudly bullish on Iovance — Goldman Sachs raised its price target 650% from $2 to $15 on September 24, and holders are tracking a weekly golden cross, institutional accumulation (2.4M shares borrowed Friday), and the Amtagvi melanoma TIL buildout funding what longs model as a cash-flow pivot by Q1 2028. The stock has run from $4.38 to $11. Only a few technicians flag it's trending so hard they can't get an entry on EMA pullbacks.

Read what X is saying about $IOVA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IOVA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Iovance 5x'd on Amtagvi's melanoma ramp — the Q4 NSCLC readout and an 87M-share short are the near-term swing factors.

Iovance Biotherapeutics commercializes Amtagvi, the first approved TIL therapy for advanced melanoma, and is running IOV-LUN-202 in non-small-cell lung cancer. The commercial ramp has been fast and the stock has gone up over 5x in a year.

  • The commercial momentum is real: Q1 revenue +45% YoY as Amtagvi uptake accelerates — operating margin is still -127% because TIL manufacturing is complex, but revenue is scaling faster than most analysts modeled.
  • The structural setup is explosive: 87M shares short with 7.43 days to cover, Goldman's PT revision from $2 to $15 (a 650% raise), and an imminent weekly golden cross — a tactical squeeze setup on top of a fundamental ramp.
  • The real catalyst is IOV-LUN-202 Q4 top-line NSCLC data — if TIL therapy shows efficacy in lung cancer, Amtagvi becomes a platform story, not a melanoma one, and the valuation reframes materially.

Nov 5 Q3 is the near-term read for Amtagvi sales trajectory; the Q4 IOV-LUN-202 primary readout is the make-or-break event. A positive NSCLC readout extends the stock meaningfully; a miss and the TIL-platform narrative resets hard.

Agrees with X sentimentThe thread has the right catalysts — Goldman's PT reset, the structural short setup, the Q4 NSCLC readout, the weekly golden cross — all substantively grounded, and institutional accumulation data points in the same direction.

What to watch: Nov 5 Q3 for Amtagvi sales trajectory and Q4 IOV-LUN-202 NSCLC top-line primary. An NSCLC miss or a slowed Amtagvi ramp is the hard invalidator; a positive readout plus a short squeeze would extend hard.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $IOVA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops tumor-infiltrating lymphocyte cell therapies for solid tumors, with Amtagvi approved for advanced melanoma.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $IOVA.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $IOVA

Neutral — Develops tumor-infiltrating lymphocyte cell therapies for solid tumors, with Amtagvi approved for advanced melanoma.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-45.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-127%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-20.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-50.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
115%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.11$-0.13+17.6%
Q1 2026May 7, 2026$-0.19$-0.190.0%
Q4 2025Feb 24, 2026$-0.18$-0.22+18.2%
Q3 2025Nov 6, 2025$-0.25$-0.29+13.8%
Next earningsThu, Nov 5·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$71.4M+44.8%98.6%-113%$-0.19$-78.7M
Q4 FY25$86.8M+17.7%216%-84.7%$-0.15$-61.9M
Q3 FY25$67.5M+15.2%97.9%-141%$-0.25$-89.5M
Q2 FY25$60.0M+92.7%5.5%-190%$-0.33$-74.9M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$411.8M$410.6M – $413.0M-$0.45-$0.55 – -$0.305
FY27$587.8M$569.2M – $618.0M-$0.19-$0.33 – -$0.097
FY28$881.7M$688.4M – $1.2B$0.17-$0.14 – $0.416
FY29$1.1B$1.0B – $1.3B$0.27$0.23 – $0.314
FY30$1.4B$1.3B – $1.6B$0.52$0.46 – $0.613

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.96%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+47.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+180.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 394.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 40 other (17 exempts · 17 inkinds · 6 awards) in window

See when $IOVA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 23
S-3ASRAuto-shelf registrationJun 18S-3ASR
AI summary

Iovance Biotherapeutics (IOVA) filed an automatic shelf registration statement (Form S-3ASR) on June 18, 2026, effective immediately upon filing under Rule 462(e) as a well-known seasoned issuer. Interim CEO Frederick G. Vogt signed the filing; the company is headquartered in San Carlos, CA. The shelf enables future securities offerings at Iovance's discretion; no specific offering amount or timing was disclosed.

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Iovance Biotherapeutics held its 2026 Annual Meeting on June 10, 2026, with ~74% of shares represented. Stockholders voted on seven proposals including election of six directors, advisory say-on-pay, frequency of future say-on-pay votes, ratification of Ernst & Young LLP as auditor, a 1,000,000-share ESPP increase, and an increase to authorized shares of common stock (the exact count and results are in the attachments). The authorized share increase is mildly dilutive optionality; remaining items are routine governance.

+ 16 other (4 routine 8-Ks · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

55,275 Shares of Iovance Biotherapeutics, Inc. $IOVA Purchased by Corient Private Wealth LPdefenseworld.net·11d agoIovance: Buy Now Before Many Growth Catalysts Kick Inseekingalpha.com·12d agoThese 2 Medical Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·15d agoIovance Biotherapeutics Appoints Noah Berkowitz, M.D., Ph.D., as Chief Medical Officerglobenewswire.com·16d agoIOVA Stock Hits 52-Week High on Raised Revenue Outlook for 2026zacks.com·16d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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