surfkast
1 day ago
I see the following are listed on the website.
Memorial Sloan Kettering Cancer Center
51.0 Miles
1275 York Ave
New York, NY 10065
646-608-2091
Smilow Cancer Hospital-Yale New Haven
80.8 Miles
20 York St
New Haven, CT 06510
203-200-CART
Cooper University Healthcare
83.7 Miles
1 Cooper Plz
Camden, NJ 08103
855-632-2667
Thomas Jefferson University Hospital
84.6 Miles
111 S 11th St
Philadelphia, PA 19107
215-955-8874
University of Maryland Medical Center
172.4 Miles
22 S Greene St
Baltimore, MD 21201
410-328-7609
Dana-Farber Brigham Cancer Center
184.9 Miles
450 Brookline Ave
Boston, MA 02215
877-442-3324
Massachusetts General Cancer Center
187.5 Miles
55 Fruit St
Boston, MA 02114
617-724-4000
MedStar Georgetown University Hospital
207.8 Miles
3800 Reservoir Rd., NW
Washington, DC 20007
202-993-0492
Roswell Park Comprehensive Cancer Center
281.8 Miles
665 Elm St
Buffalo, NY 14203
716-845-2300
West Penn Hospital
307.3 Miles
4800 Friendship Ave
Pittsburgh, PA 15224
412-578-4484
The Cleveland Clinic Foundation
392.9 Miles
9500 Euclid Ave
Cleveland, OH 44195
216-445-5600
Duke University Hospital
425.6 Miles
2400 Pratt Street
Durham, NC 27705
919-684-7115
The Ohio State University Wexner Medical Center, James Cancer Hospital
472.5 Miles
460 W 10th Ave
Columbus, OH 43210
614-293-3153
The University of Tennessee Medical Center
631.8 Miles
1924 Alcoa Hwy
Knoxville, TN 37920
865-305-5003
Brown Cancer Center, University of Louisville
645.3 Miles
529 South Jackson
Louisville, KY 40202
502-562-4673
University of Chicago Medicine
702.4 Miles
5841 S Maryland Ave
Chicago, IL 60637
773-702-1994
Northwestern Memorial Hospital
703.4 Miles
251 E Huron Street
Chicago, IL 60611
312-695-0990
Froedtert & the Medical College of Wisconsin Cancer Network
729.6 Miles
8800 W. Doyne Ave.
Milwaukee, WI 53226
414-805-0505
Northside Hospital
739.4 Miles
1000 Johnson Ferry Rd NE
Atlanta, GA 30342
404-255-1930
Mayo Clinic Florida
840.4 Miles
4500 San Pablo Rd S
Jacksonville, FL 32224
904-953-0863
Barnes-Jewish Hospital
870.8 Miles
One Barnes-Jewish Hospital Plaza
Saint Louis, MO 63110
314-454-8304
UF Health Shands Hospital
904.1 Miles
1535 Gale Lemerand Drive
Gainesville, FL 32610
352-265-0725
University Of Iowa Hospitals And Clinics
905.9 Miles
200 Hawkins Dr
Iowa City, IA 52242
319-356-1616
Orlando Health Cancer Institute
947.1 Miles
1400 S Orange Ave
Orlando, FL 32806
321-841-1893
Mayo Clinic - Rochester
958.8 Miles
200 1st St SW
Rochester, MN 55901
507-538-3270
Moffitt Cancer Center
1002.7 Miles
12902 USF Magnolia Drive
Tampa, FL 33612
888-663-3488
The University of Kansas Cancer Center
1090.5 Miles
4000 Cambridge St
Kansas City, KS 66160
913-588-9187
Nebraska Medicine
1136.7 Miles
505 S 45th Street
Omaha, NE 68105
402-559-5600
Avera Cancer Institute
1167.8 Miles
1000 E 21st Street
Sioux Falls, SD 57105
888-422-1410
Baylor Scott & White Charles A. Sammons Cancer Center
1367.5 Miles
3410 Worth St
Dallas, TX 75246
214-370-1550
Houston Methodist Hospital
1421.2 Miles
6445 Main St
Houston, TX 77030
713-441-9946
MD Anderson
1421.4 Miles
1515 Holcombe Blvd
Houston, TX 77030
713-745-0940
Huntsman Cancer Institute - University of Utah
1957.0 Miles
2000 Circle Of Hope Dr
Salt Lake City, UT 84112
801-587-4652
Honorhealth Research Institute
2121.0 Miles
10510 N 92nd Street
Scottsdale, AZ 85258
480-323-1364
Mayo Clinic Hospital
2122.6 Miles
5777 E Mayo Blvd
Phoenix, AZ 85054
480-301-8484
City of Hope National Medical Center
2423.3 Miles
1500 E Duarte Rd
Duarte, CA 91010
1-800-826-4673
OHSU Hospital
2430.5 Miles
3181 SW Sam Jackson Park Rd
Portland, OR 97239
503-494-5058
Ronald Reagan UCLA Medical Center
2449.8 Miles
757 Westwood Plz
Los Angeles, CA 90095
888-ONC-UCLA
UCLA Santa Monica Medical Center
2453.0 Miles
1250 16th St
Santa Monica, CA 90404
888-ONC-UCLA
Stanford Health Care
2554.1 Miles
300 Pasteur Dr
Stanford, CA 94305
650-498-6000 (promp
MN Gopher
2 days ago
Well said Badger, IBRX seems to be alot of
Background โnoiseโ all over message boards filling it with lies & innuendo
Iovance is rock solid and all the major ITCโS opening, IE: Mayo Clinic, MD Anderson(multiple locations)
Duke U, ETC shows just how promising our treatment is for Melanoma & I suspect many other solid tumor applications on the horizon.
Ignore the noise & add shares on these crazy dips, in my opinion.
#CureCancer
badgerkid
2 days ago
Sunman, regarding the nonsense that surrounded the ticker IBRX, it seems a small handful of posters, or one with multiple aliases was running a pump and dump - not very effectively, but that's how it seemed. I don't know if it's a good or mediocre play, but I do know the comparisons that were being made by that small group of noise makers are blatant lies and misinformation. Many of the posters on that board have also grown tired of that incessant nonsense as it didn't help in having a true and detailed conversation about their investment in that company. I use message boards to encourage me to dig a little deeper when I hear something that raises a question or a point of value.
Agreed, it's only noise and nonsense, but I assume it did and does have an effect on some retail investors. Hey, it got me to look if only briefly, but that's what I require of myself to know that I'm doing my due diligence on IOVA.
I've done my due diligence and I have high confidence in my IOVA investment. Amtagvi has the potential to get Iovance into the black by the end of next year (a "blockbuster" therapy of sorts) because of the team at Iovance that's bringing it to market. I do not own any of that other company, but I can't say if it should or should not be considered.
Like I said before, an approved drug or therapy is only part of the equation, even if it has potential of blockbuster status, getting it to market and prescribed by the medical community is "a whole nother thing" (my idiom for today).
Good luck to the Iovance investors, it would seem we have a blockbuster therapy and a winning team running the company.
MN Gopher
6 days ago
GMH, Thanks for finding my error. Confusion on the end of 1st Qtr.
The numbers I posted are for the 2nd & 3rd Qtrโs.
I did post the high end of the spectrum, Im an eternal optimist with Iovance.
I follow the Science & The $ in something like Amtagvi. The top Biotech Investor in our lifetimes is in charge of Iovance & knows EXACTLY what it takes to execute the game plan in real time.
In my opinion, we are blessed beyond comprehension with Wayne leading the charge in helping to Cure Cancer & Find us a Triple Figure Buyout.
Wayne will not make any mistakes in our sale & valuation. He is The Best in the Business.
The Science is what 35-40 years old with Stephen A. Rosenberg being Ground Zero in his steadfast belief Solid Tumor Cancer Tumors could be Cured (Partial Cures too, my addition)
https://ccr.cancer.gov/staff-directory/steven-a-rosenberg
We have to me Apple One equivalent
The beginning of a life transforming Treatment that will be improved upon, Licensed to other BP or BioTech Companies to continue on humanities quest to Cure Cancer.
We will use genetic modifications to possibly improve upon our treatments.
This in theory translate to โCureโ many other Solid Tumor Applications, World Wide. We will in my opinion be FDA Approved one day for many, many solid tumor applications.
We will move to front line in my opinion soon on Melanoma combining Amtagvi with Keytruda.
Our stats show together in Phase 3 study, 66.7% in combo.
This alone crushes our 31.4 Amtagvi FDA accelerated approval for last line of D in use today, alone without Keytruda.
Think Merck: Keytruda Exclusivity ends in 2028. This is their Cash Cow.
Imagine Merck buying Iovance (in 2025/26 in my opinion) n extending Keytrudaโs Exclusivity useage piggybacking with Amtagvi Treatments. Iovance with its approved 4 Yr exclusivity extension at the end of their 14 yr exclusivity tagteams them to 2042!
This company is now in say the equivalent
Of a 10 month old kid.
Its the beginning of a world wide expansion for TIL/Amtagvi in Clinical/ Hospital Use in their own ATCโS.
Wayne Rothbaum is a special Biotech investor man. He has long term relationships in Biotech & Buyouts well established prior to Iovance.
His expertise & relationships tell me one thing: Think Acerta & We Are Up Next.
Im adding as many shares at every dip I can.
#CureCancer
badgerkid
7 days ago
Neptune, I'm currently only using the free service to post on iHub, I'm not currently a paid subscriber so I can't respond to private messages except during the one hour free period on Fridays.
To answer your question, I got a tip last year to check out Iovance by a friend who had been paying attention to it for several years. He said it was time to give it a more serious look as they were close to a possible approval. I did some due diligence, took a small position in May of last year, went through a few ups and downs with the various issues and delays, sold a few shares on some ups and bought a few shares again. Then it dropped down into the $3's and I wondered what I had gotten myself into. After that, I did a lot more due diligence and realized the reasons to own this stock were valid and started to build a much bigger position but at prices around $7 or higher, not when it was down in the $3's (dang).
I've now built a nice core position which I will hang onto for what should prove to be a very good ride upwards over the coming months and years if the company continues to execute on its plan. I will try to stay flexible enough in case I see any concerns, but so far the only real issues that we seem to be currently facing are overall market conditions and negative sector sentiment at this time.
Amtagvi approval cemented my reasons to stay long and to further build my position, I continue to stay long because Iovance's management team has proven itself through each of the steps they've taken in being prepared for each contingency and how they hit the ground running with the Amtagvi approval.
Iovance's bigger shareholders are known to be very successful in their investments when they take large positions in companies and I expect Iovance will be one more success on their lists. I don't mind following the leaders, and the individual that shared this lead with me also has a proven track record.
Finally, I tend to get a little impatient, but the advice I've gotten from others who know this arena and have proven themselves, including several posters on this board, remind me that earnings are the driving force for the stock price at this time along with additional TIL therapy approvals and new foreign markets for Iovance's products. I expected a bigger jump on Amtagvi approval, but the market will reward us handsomely on IOVA when revenues start hitting the bottom line. IOVA is still trading at a higher price than the pre-approval price, even following the secondary offering, but the sector has not been our friend over this past month and there's been no news to add to the story.
When Q2, Q3, Q4 and 2025 guidance are available for viewing, we should gain continual price support. If the market doesn't get ahead of the actual numbers, it should be a nice ride. If the biotech sector sentiment makes a turn to the positive again, that should also help the upside during those quiet news periods.
I would like to hear your story if you're willing to share. What brought you over to this board? Invited or did you just stumble onto this motley crew? How long have you been invested in IOVA (assuming you are)?
Good luck to you.
Badgerkid
GMH*
7 days ago
I assume you intended to say Q2 and Q3. There will be minimal revenue in Q1 since TIL revenue is only recognized upon infusion which would occur at around day 34 post surgery which puts the first patient into Q2. There will probably be some revenue as ATCs stock IL-2 in preparation, but think that will be minimal... maybe $4-5M.
Your Q2 numbers are aligned with what I have at about 90-120 patient starts. Your Q3 numbers implies a total billings of 360-480 patients. That does seem high to me but would be 2.4-3.2 patients per ATC per month, so not impossible. IOVA indicated an annual total spend of $320M-$340M (which would include manufacturing costs) or $80M-85M per quarter, your numbers would make IOVA extremely profitable at Q3. I hope your numbers are correct, but just wanted to temper expectations a bit.
As an aside, the 12 analysts tracking IOVA do have them as break-even by 2026, which I think is very conservative. Break-even is the holy grail for any biotech as it means limited dilution risk. Break-even should occur at about 160-170 patients per quarter or a little over 1 patient start per ATC (assuming 50 ATCs) per month.
GMH*
1 week ago
I do not think the company will give any guidance until the Corporate Update for 2025 (next Feb). I think they will only report out actual starts (thru end-April for Q1, end-July for Q2, etc) which does give some clarity for next quarters' revenue.
In regards to my estimate, since there is no new data, I have revised my starts to about 115 thru April 30. This is based on the following assumptions:
1) Linear ramp based on starts thru Feb (approximately 1.55 patient starts per ATC per month) for the 30 existing ATCs (assuming no adds from the 6 additional ATCs thru April)
2) Fred's comments upon approval and re-iteration during Cowen fireside that the 20 patients were "a tiny fraction of the bolus".
3) Build of of the iCTC for a capacity of 2,000 (165/month) plus a vendor back up because they did not want to end up in a situation similar to the CAR-T roll out where initial demand outstripped capacity.
4) ATCs investment in time and resources (200 hours for the lead physician + support staff training plus infrastructure) is a big commitment from the Cancer Centers so they would expect some demand before committing to becoming an ATC.
The Q2 analyst revenue projections are 5.2M (low), $28.6M (average) and $60.6M (high). This equates to about 10, 58 and 122 starts thru April. We are already way over the 10 thru Feb and only an additional 38 to get to the average. I am confident that we will blow away those 2 and should be closer to the top-end. I was playing that expected pop using some options, but this continued weakness may not hit those strikes even with a substantial beat.
This weakness continues to surprise me. I will probably add some additional lower strike options right before earnings if this weakness/lower level continues.
badgerkid
1 week ago
Surfkast, all markets are affected by uncertainty. People move to safety when things look scary, rational thought is affected by fear. The media will hype even the smallest of negative events, but imagine if the Middle East escalates. Oil goes up, many stock prices come down, fundamentals take a back seat for awhile.
Sunman knows that rebounds for the good companies will happen as certainty returns, but keeping dry powder allows us to pick up a few good companies on the cheap (or cheaper at least) during those times of uncertainty.
If you're of retirement age, there's nothing worse than a negative market sentiment when you want to sell down your positions. If you're younger, these are the times to build portfolios using sound fundamentals.
Good luck. Sunman knows of what he speaks, or so it has always seemed to me.