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Crypto Market Commentary
Iovance could keep rerating as traditional analysts recognize cellular immunotherapy's potential profitability. Its FDA-approved TIL treatment for metastatic melanoma and possible expansion into other solid tumors make it a strong buyout candidate; five of six LLMs in a shared survey also listed it. A buyout is expected by the first half of next year, probably not this year, though an acquisition would limit longer-term upside. UBS estimates $500-600B in pharma M&A firepower. x.com x.com x.comÂ
Iovance's marketed drugs and network of medical facilities that prescribe them make it a rare biotech poised for a breakout. The attached screen shows estimated 2026 sales growth of 57%, though profitability is still forecast for a later year. x.comÂ
Iovance Biotherapeutics is the first mover in TIL therapy, as Amtagvi is the first and only FDA-approved tumor-infiltrating lymphocyte therapy for solid tumors and no rival is close to market. 2025 revenue jumped over 60% to $264M as it commercializes and scales. Its pipeline is expanding beyond melanoma into lung and cervical cancer and sarcomas, where early data showed a 50% response rate. H.C. Wainwright kept a Buy rating and $9 target, about 2.8x the ~$3.41 price. x.comÂ