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dd on iovance (my first phatma play)

D
Dec 24, 2025 · 04:08

Alright, fellow autists, let's talk Iovance Biotherapeutics, this biotech play is decen in the cancer-killing game, pulling TIL therapy out of patients' own tumors to punch melanoma in the face. Amtagvi got the FDA thumbs-up back in 2024 for end-stage skin cancer, and now they're with Proleukin like a tag-team wrestling match against tumors. Revenue's up, Q3 2025 is at $67.5 million, up 13% from last quarter, with full-year guidance hitting $250-300 million in sales. But yeah, they're still bleeding $91 million in losses because R&D ain't cheap. Cash pile's sitting pretty at over $306 million for at least another year's runwa and needing more trial wins to rocket the stock out of volatility hell. Bottom line, if you're betting on oncology tendies, this could moon hard.

All in all I made a small 2k leap bet you can see in my previous options are free money post. I did this in all my accounts so I got about 10k in leaps total (TFSA fhsa RRSP non registered)