other material
confidence high
sentiment positive
materiality 0.70
Iovance updates corporate presentation; guides FY26 revenue $350M-$370M, Q2 $86M-$88M
IOVANCE BIOTHERAPEUTICS, INC.
- Q2 2026 revenue guidance of $86M-$88M; FY26 revenue guidance $350M-$370M; ~45% YoY quarterly growth.
- Amtagvi commercial launch: >90 treatment centers, >1,500 patients treated; 5-year durability data: 31.4% ORR, 19.7% OS.
- Lifileucel in NSCLC: 25.6% ORR, mDOR not reached at 25.4 months; Fast Track Designation; potential launch 2H27.
- Soft tissue sarcoma Phase 2 registrational trial to commence 2Q 2026; 50% ORR in early data.
- Cash $319M as of 3/31/26; manufacturing capacity up to 5K patients/year; broad payer coverage.