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    IOVA Strong 25Q4 Earnings Call


    They just had a stellar Q4 earnings. CEO said there was potential for a 10-12B market cap ($60). Several catalysts still in the bag due in 26/27. Back to back to back Quarter improvement for their FDA approved product. Not selling a single share until at least $35.

    https://i.redd.it/ix94q5q4hglg1.jpeg

    Posted by supp0rtlife

    8 Comments

    2. JRNotDallas on

      Absolutely not even close to a $35/share fair price, let alone $60. They have a decent drug, granted, but it’s difficult to sell because it kills ~12% of patients who go on the treatment regimen. Earnings were not stellar, the market priced the company below consensus and they slightly beat consensus estimates. I think you average price is decent but, as the saying goes, if it’s good enough for a screenshot it’s good enough to sell.

    3. nightundertaker on

      nice entry. the q4 numbers look legit and back to back improvement is what you want to see from a biotech that actually has an approved product. my only concern would be not having any exit plan, “not selling until $35” sounds great until it gaps down 30% on some random fda letter. i checked iova on [grid oasis](https://app.gridoasis.com/) and the ai analysts there were mixed which is usually what happens with small cap biotech, strong momentum but valuation gets weird at these market caps. maybe trim some at a double and let the rest ride?

    4. OkBowls on

      First of all, a CEO says his own company could have huge market cap potential??? That’s crazy!

      Second, they’re at $3.80 with a 1.47 billion cap. Sooo 10-12 billion would put them at what, $27?… You may wanna recheck those assumptions.

      Third, did you give yourself that award?

    7. patentlypleasant on

      Bought in 6k shares average cost basis 2.35. Looking great now. Will continue to buy and I’m not selling until this thing runs up above $20. May continue to even hold after that. I have been following closely for the last 8 months and I think this is a potential lifetime bagger

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