earnings
confidence high
sentiment positive
materiality 0.75
Iovance Q4 product revenue $87M (30% QoQ), FY2025 $264M; FDA Fast Track for NSCLC
IOVANCE BIOTHERAPEUTICS, INC.
2025-FY EPS reported
-$1.09
revenue$263,502,000
- Q4 product revenue ~$87M, up ~30% QoQ; FY2025 total $264M, within $250-300M guidance.
- Gross margin improved to ~50% in Q4; cash $303M funds operations into Q3 2027.
- FDA Fast Track granted for lifileucel in second-line advanced nonsquamous NSCLC; potential launch 2H27.
- Real-world Amtagvi ORR ~44% at Tandem Meetings; 52% in patients with ≤2 prior lines.
- Sarcoma early data: 50% ORR (6 evaluable); registrational trial to start Q2 2026.