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.com 

Any Iovance buyout would have been in the works for at least six months, from a much lower valuation. Do not get greedy about its potential deal price now. x.com 

IDEAYA is the top oncology pick, with solid management and a pipeline that could reach $5-8 billion in peak sales. Its lead uveal melanoma drug could do $2-3 billion and is likely to get accelerated approval for its first indication later in 2026. A DLL3 drug for small-cell lung cancer has strong early data and could become a second blockbuster, an MTAP drug could add over $1 billion in a competitive space, and its ADC platform could yield several more drugs. x.com 

ImmunityBio is an easy long-term hold because it already sells an FDA-approved product, ANKTIVA for certain bladder cancers, while its valuation largely ignores an unproven pipeline in lung, brain, pancreatic and other cancers. Saudi Arabia approved ANKTIVA for bladder and non-small cell lung cancer, the first lung approval, as an international rollout builds. Founder Patrick Soon-Shiong has decades of oncology experience. Value depends on clinical data, and regular capital raises are expected. … Show more

Alpha Tau Medical's valuation does not yet reflect the coming commercialization after Japan's PMDA, the world's toughest regulator, approved Alpha DaRT on February 24, 2026. Its radium-224 alpha emitters, with under 0.1 mm range, destroy tumors without harming nearby tissue or the immune system, suiting immunotherapy combinations; pancreatic data showed an 81% disease control rate. Radium-224's 3.6-day half-life makes its nearly finished New Hampshire facility a logistical moat. x.com  x.com  … Show more

Moderna's oncology franchise has been repriced by the Merck-partnered INTerpath-001 melanoma vaccine trial, a watershed moment. Argus upgraded the stock to Buy with a $180 target, noting shares remain more than 70% below their old highs, and Moderna closed an upsized $2.6 billion convertible note to fund oncology growth. The stock is consolidating in a tight pennant after its biggest gap up in years; a move above $156.13 targets $161.37, then $176.66. x.com 

Moderna is worth roughly $190-215 a share on a probability-weighted outcome tree, above the $157 price after its melanoma vaccine readout. Failure implies $75-85, melanoma-only $125-160, positive Phase 3 lung data $250-400, and broad cancer vaccination far more. The market is more skeptical on lung, and that readout decides the trade. With about 50M shares short, a squeeze could hit $400 before a return to a $120-190 range. Most outcomes sit at or below the price, so defined risk is warranted. … Show more

Tempus AI is becoming a bigger health-tech player as pharma deals add a new services revenue stream beyond selling tests. BTIG's Mark Massaro raised his target to $80 from $70 with a Buy rating, mainly because Tempus will be the sequencing provider for Moderna and Merck's cancer vaccine program. The Personalis deal and MRD momentum add to a strengthening long-term AI and precision-oncology story, despite near-term volatility. x.com