Iovance Biotherapeutics, Inc. (IOVA) Q3 2025 Earnings Call Transcript
Iovance Biotherapeutics, Inc. ( IOVA ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Sara Pellegrino - Senior Vice President of Investor Relations & Corporate Communications Frederick Vogt - Interim CEO, President, General Counsel, Corporate Secretary & Director Corleen Roche - Chief Financial Officer Daniel Kirby - Chief Commercial Officer Igor Bilinsky - Chief Operating Officer Friedrich Graf Finckenstein - Chief Medical Officer Raj Puri - Chief Regulatory Officer Conference Call Participants Lin Tsai - Jefferies LLC, Research Division Yanan Zhu - Wells Fargo Securities, LLC, Research Division Salim Syed Nicholas Lorusso - TD Cowen, Research Division Xiaochuan Dai - UBS Investment Bank, Research Division Colleen Hanley - Robert W. Baird & Co. Incorporated, Research Division Reni Benjamin - Citizens JMP Securities, LLC, Research Division Presentation Operator Welcome to the Iovance Biotherapeutics Third Quarter and Year-to-Date 2025 Conference Call.
Iovance Biotherapeutics (IOVA) Reports Q3 Loss, Lags Revenue Estimates
Iovance Biotherapeutics (IOVA) came out with a quarterly loss of $0.25 per share versus the Zacks Consensus Estimate of a loss of $0.29. This compares to a loss of $0.28 per share a year ago.
Iovance: Q3 Earnings May Smart, But Long Term Bull Thesis Remains In Play
Iovance Biotherapeutics (IOVA) maintains a Buy rating, supported by growing Amtagvi sales, promising efficacy data, and ongoing label expansion opportunities. IOVA's restructuring aims to cut over $100 million in annual costs, extending its cash runway and supporting continued pipeline development despite ongoing heavy losses. The rejection of a key competitor's therapy by the FDA boosts IOVA's market prospects, but profitability remains uncertain due to high costs and slow revenue ramp.
IOVA Stock Drops 6% on $350M Common Stock Offering
Iovance shares slid 6% after unveiling a $350 million stock offering, raising dilution concerns while funding growth plans for Amtagvi and its pipeline.
Iovance Biotherapeutics: Tough Decisions Being Made But Catalysts In H2'25
IOVA's Amtagvi (lifileucel) launch shows progress with Q2'25 revenue growth, helping rebuild confidence after prior stagnation. Cash burn remains a concern, but the company announced a restructuring with Q2'25 earnings, to help it extend runway to Q4'26. Upcoming data from trials of lifileucel in lung and endometrial cancer could provide upside for the stock, as could a launch of Amtagvi in Canada.
IOVA Q2 Earnings Miss, Stock Down on EMA Filing Withdrawal for Amtagvi
Iovance shares plunge after Q2 miss and voluntary withdrawal of Amtagvi's EU filing, despite strong U.S. sales growth for the therapy.
Iovance Biotherapeutics, Inc. (IOVA) Q2 2025 Earnings Call Transcript
Iovance Biotherapeutics, Inc. (NASDAQ:IOVA ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Daniel G. Kirby - Chief Commercial Officer Frederick G.
Iovance Biotherapeutics (IOVA) Reports Q2 Loss, Lags Revenue Estimates
Iovance Biotherapeutics (IOVA) came out with a quarterly loss of $0.33 per share versus the Zacks Consensus Estimate of a loss of $0.29. This compares to a loss of $0.34 per share a year ago.
Iovance: I'm Switching From Sell To Buy Despite Likely Approval For Rival Drug
Iovance Biotherapeutics, Inc. stock is down nearly 30% since my "sell" recommendation in April. Q1 earnings disappointed, with Amtagvi sales underperforming the Street's expectations and guidance revised downward. The impending approval of a rival therapy in the advanced melanoma space - Replimmune's RP1 - is another cause for concern.
Iovance Biotherapeutics: Abysmal Q1 2025 Performance Creates Buying Opportunity
Iovance Biotherapeutics' stock plummeted 45% after a Q1 earnings miss, driven by temporary manufacturing issues and reduced revenue guidance. Management expects a rebound in Q2 with resumed full manufacturing capacity and increased commercial infusions, potentially leading to a positive earnings surprise. Despite the Q1 setback, Iovance's early adoption, expanding treatment network, and international regulatory prospects indicate strong long-term growth potential.
Iovance's Q1 Earnings & Sales Miss, Stock Slides 39% on '25 View Cut
IOVA reports dismal first-quarter results. The share price plunges after the company significantly lowers its 2025 sales guidance.
Iovance Biotherapeutics, Inc. (IOVA) Q1 2025 Earnings Call Transcript
Iovance Biotherapeutics, Inc. (NASDAQ:IOVA ) Q1 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Sara Pellegrino - SVP, IR and Corporate Communications Fred Vogt - Interim CEO and President Dan Kirby - CCO Igor Bilinsky - COO Jean-Marc Bellemin - CFO Friedrich Graf Finckenstein - CMO Brian Gastman - EVP, Medical Affairs Conference Call Participants Andrew Tsai - Jefferies Tyler Van Buren - TD Cowen Salim Syed - Mizuho Andrea Newkirk - Goldman Sachs Yanan Zhu - Wells Fargo Colleen Kusy - Baird Peter Lawson - Barclays Reni Benjamin - Citizens Operator Good day and thank you for standing by. Welcome everyone to the Iovance Biotherapeutics First Quarter 2025 Financial Results Conference Call.
