BiotechMD @_BiotechMD
Oncologist/Healthcarist/Mathematician NYC Joined February 2017-
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$IOVA will go to Gilead or Merck for anywhere between $20 to $50+ ($5B-$12B+) between Q2 (after early May earnings) to EOY depending on lung data $XBI
$IOVA A Gilead or Merck Company as early as Q2 or as late as EOY $XBI
$IOVA buried in yesterday's hold PR (btw more a administrative FDA knee-jerk that will be resolved) is the hint of incremental improvement in lung ORRs - but we don't know for sure til it is quantified - but now it may take a little longer to get the data, who knows, but PDUFA,…
$IOVA website change - a new tab just came up: "Our Products" and shows Proleukin now and perhaps they are preparing to add Lifileucel -- as often website changes preclude imminent news - but they can't do so until it is official and officially PR'd obviously, for regulatory…
$CKPT So I guess CKPT latest corp deck showing "Late Cycle Meeting Complete" AND "Labeling Negotiation Complete" do not preclude a CMC CRL?!? or else info is not accurate?!?
$IOVA will be riding off into another galaxy (sunset) soon $XBI
$REPL 6.80 net cash/share with (3.20)EPS(but should go down with cost cuts) -> should be trading sub-5 when the dust clears as AA filing as a combo will end up as a rejection
$DRRX~$34m cash = $1.21 cash/share but (82c)debt/share = ~40c/share net cash but ($1.35)EPS => should/will be trading at half net cash or lower = 20c at best once reality sinks in on this spin attempt
50%+ mover binary readouts upcoming perhaps Halloween week for $DRRX $SRPT $ALT $RVPH $REPL $VTYX but mostly expecting tricks not treats $XBI
$REPL bundling together all the data early December now - geez, at least we took down the Aug, Sep, Oct, and now the Nov option holders (call believers and put disbelievers) along with us
$VTYX ~260m cash = $4.45 cash/sh w ($2.57)EPS => should trade down to ~$3/share once 83% tute ownership start unloading on the open tomorrow
$DRRX no pre-earnings PR yet as they usually do ~6 days before -> I suspect TL data is imminent, after all, today is 8w from last patient visit -- or else trying to time it with earnings a little later than usual
Elmo @BiotechElmo
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182 Followers 670 Following biotech freestyler "One can't be penalized for ability" No Bad Religion song can make your life completeThis was the last poster on TILs + pembro in treatment naive metastatic melanoma from 2021 ASCO… $IOVA oral presentation at 2024 ASCO will probably show more patients and 5y+ remissions. Response rates are similar in treatment naive NSCLC! (So far)
$IOVA Initial pull on 202 Cohort 1A was a 67% ORR with 25% CR and 62% responders with a duration of response greater than a year. I expect to see new CRs since responses deepen over time. We only have, oh, 30 years of research on TILs to confidently say that.
$IOVA will announce Lifi + Keytruda frontline Melanoma phase 2 results (IOV-COM-202 Cohort 1A) on May 31st IOV-3001 modified TIL (not sure what they will talk about) We will have to see if this will be an upside or downside catalyst or not ir.iovance.com/news-releases/… $ADAP $IWM…
@biopharmacaster Right here Likely by EOY for $IOVA. Have to get the scripts in. Show there is demand. Will have earnings soon in May on shortened quarter. Demand = premium Demand = story Companies are bought not sold Dr. DD
$alpn this one worked out well. The big down day was just profit taking as I thought.
I doubt this move in $alpn is a leak. It traded super weak Into initial data as well. Adding a few 35/40 call spreads for $2 here.
$IOVA thinking here a good spot to build into May/Jun lotto calls that cover ER as we can hear updates on guidance and AMTAGVI launch expectation etc!
Reposting to increase signal $IOVA You betting on Wayne Rothbaum?
Dear $IOVA @IovanceBio Please push PR if you are updating data from IOV-COM-202 Study, Cohort 1A (with your TILVANCE 301 abstract at AACR) Lot of smart cookies waiting for this data to simulate confirmatory odds.
The naysayer perspective for $IOVA Iovance is that AEs are too high for front line combinations. Have we ever heard of chemotherapy?
Haters on me keep posting their $IOVA "analysis," some even quote tweeting me Looks like institutions are loving me though Up and to the right... Almost a 5 bagger!
$IOVA Iovance "Obviously we have some trials running that we want to report out, and we still have some data coming out from COM-202 and LUN-202. On top of LUN-202 we are working to get off clinical hold as soon as possible and we'll have some updates for you within a few weeks”
In it to win it, congrats $IOVA longs! @_BiotechMD @Maximus_Holla @Pharmdca @haodongvli @BIOTECHSCANNER 🫡🫡🫡 Dr. DD PS (sorry if I missed anyone tag yourself below)
@Biohazard3737 Live look at $MDGL board rn post $LLY presentation 🤣
$ADAP These guys are right next door to $IOVA in Philly. Another undervalued and beaten down autologous cell therapy that looks ready to run on its BLA. Only question is manufacturing. I’m guessing by they’ll go with WuXi given their proximity in Philly shipyard. 400m peak sales
$IOVA Iovance 8-K investor presentation. “Final label discussions ongoing.” As this is probably one of the lengthiest and most uncertain approval processes in history, Iovance is doing a good job keeping investors updated on the process.
With ADCs flopping in NSCLC, Iovance’s Lifileucel is probably one of the best shots of topping Docetaxel in NSCLC. $iova Seems like a good fit for Gilead / Kite, but that’s just my opinion.
$xbi $amam 2 lessons: 1) M&A due diligence takes time; lots of people from manufacturing, clinical to corporate want to have their say; even the hot phase took 1-2months here 2) M&A bolus we saw end of '23/preJPM24 got started when $xbi touched multi-year lows in July-August…
@SnackBioTech China actually sent a spy balloon. The importance of it and how high of Chinese leadership even knew are questionable but it undoubtedly happened. Jewish tunnels under NYC is totally fake.