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Iovance raises FY26 revenue guidance as Amtagvi demand lifts IOVA 30%

Seekingalpha+2 ·
Iovance raises FY26 revenue guidance as Amtagvi demand lifts IOVA 30%
  • Iovance raised full-year 2026 total revenue guidance to $410 to $420 million from a prior $350 to $370 million, a $55 million increase at the midpoint that implies nearly 60% annual total revenue growth.
  • The raise is driven by strong U.S. demand for Amtagvi (lifileucel) and Proleukin, with record Q2 2026 total product revenue of $99.3 million and an authorized treatment center network of about 100, targeting at least 110 by year-end 2026.
  • IOVA shares added more than 30% on Tuesday, the highest since 2024, as analysts welcomed guidance above consensus.
  • Beyond melanoma, Iovance is advancing TIL therapy in non-small cell lung cancer, soft-tissue sarcoma, and endometrial cancer, with a supplemental BLA for lung cancer planned for 2027, and holds a cash runway exceeding $300 million into mid-2028.

引述

“Iovance Biotherapeutics raised its full year 2026 total revenue guidance to a range of $410 to $420 million”— Iovance Biotherapeutics
“Iovance Biotherapeutics (IOVA) added more than 30% on Tuesday”— Seeking Alpha
“a cash runway exceeding $300 million into mid-2028”— The Markets Daily

來源