earnings
confidence high
sentiment positive
materiality 0.75
Iovance Q1 revenue $71M (+45% YoY); guides FY26 $350-370M; endometrial cancer 40% cORR
IOVANCE BIOTHERAPEUTICS, INC.
2026-Q1 EPS reported
-$0.19
revenue$71,430,000
- Total product revenue ~$71M in Q1 2026, up 45% YoY; U.S. Amtagvi revenue ~$60M, Proleukin ~$11M.
- FY 2026 revenue guidance $350-$370M; Q2 2026 guidance $86-$88M.
- Lifileucel in metastatic serous endometrial cancer: 40% confirmed ORR, 100% DCR in first 5 patients; FDA expedited path planned.
- Cash ~$319M, expected to fund operations into 2028; R&D expenses down 12% vs Q4 2025.
- UK MAA for lifileucel withdrawn for procedural reasons, will resubmit; EMA resubmission planned for 2026.
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