# ![@jy201506 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3347605366.png) @jy201506 Jinzhou Yuan

Jinzhou Yuan posts on X about $iova, $ibrx, $cort, if you the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3347605366/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3347605366/c:line/m:interactions.svg)

- [--] Week [-----] -62%
- [--] Month [-------] +1,848%

### Mentions: [--] [#](/creator/twitter::3347605366/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3347605366/c:line/m:posts_active.svg)

- [--] Week [--] -50%
- [--] Month [--] +333%

### Followers: [---] [#](/creator/twitter::3347605366/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3347605366/c:line/m:followers.svg)

- [--] Week [---] -0.46%
- [--] Month [---] +42%

### CreatorRank: [---------] [#](/creator/twitter::3347605366/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3347605366/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands)  [countries](/list/countries) 

**Social topic influence**
[$iova](/topic/$iova) #4, [$ibrx](/topic/$ibrx), [$cort](/topic/$cort), [if you](/topic/if-you), [future](/topic/future), [money](/topic/money), [$pmn](/topic/$pmn), [level](/topic/level), [data](/topic/data), [business](/topic/business)

**Top accounts mentioned or mentioned by**
[@kainvests](/creator/undefined) [@semodough](/creator/undefined) [@drpatrick](/creator/undefined) [@mardanablizgva](/creator/undefined) [@mshmshl0](/creator/undefined) [@nhatami](/creator/undefined) [@jfais20](/creator/undefined) [@deucecabooseski](/creator/undefined) [@meadowcapital](/creator/undefined) [@usfda](/creator/undefined) [@drmakaryfda](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@elonmusk](/creator/undefined) [@biotechscanner](/creator/undefined) [@lucentionllc](/creator/undefined) [@iovancebio](/creator/undefined) [@frankhulskof](/creator/undefined) [@danglinert](/creator/undefined) [@sanctuarybio](/creator/undefined) [@salmonstockcar](/creator/undefined)

**Top assets mentioned**
[Iovance Biotherapeutics, Inc. Common Stock (IOVA)](/topic/$iova) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [Instil Bio, Inc. (TIL)](/topic/$til) [Legend Biotech Corp (LEGN)](/topic/$legn) [Oric Pharmaceuticals, Inc. (ORIC)](/topic/$oric)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@kainvests in PDL11% similar ORR(55%) with Amtagvi (IOV-COM-202 3A (SITC 2024)). However two key diff: 1) $IOVA study pts received [--] (04) pLOT compared to the strict [--] pLOT population here; 2) the response here isn't as deep based on the waterfall plot and no CR here.Durability is key"  
[X Link](https://x.com/jy201506/status/1979756802419077276)  2025-10-19T03:49Z [--] followers, [---] engagements


"@kainvests Thanks for sharing the data. keep the $IOVA community alerted about new developments"  
[X Link](https://x.com/jy201506/status/1979760702379405655)  2025-10-19T04:05Z [--] followers, [---] engagements


"@n_hatami @kainvests in 1L the lag3 combo is already in phase [--]. with their poor efficacy data in 2L they gave up in 2L and hoping to gain some incremental enhancement by combo with SOC. $IOVA is chasing in 2L backed by early encouraging efficacy data. there's literally no direct competition there"  
[X Link](https://x.com/jy201506/status/1980009074046513533)  2025-10-19T20:32Z [--] followers, [---] engagements


"@n_hatami @BIOTECHSCANNER Do your own research pls. it's all in their quarterly earnings reports. not that difficult to find and tally. Amtagvi: [----] 4248.749.354.1 for the past [--] quaters. Proleukin: [----] 16.5255.75.9"  
[X Link](https://x.com/jy201506/status/1983555291640631726)  2025-10-29T15:23Z [---] followers, [---] engagements


"$IOVA Fundamentally a companys value = discounted future cash flows driven by future revenue margin. With todays positive NSCLC data revenue potential just expanded meaningfully. Next focus: margin improvement which I expect to trend up in coming quarters"  
[X Link](https://x.com/jy201506/status/1985495297917956391)  2025-11-03T23:52Z [---] followers, [---] engagements


"$IOVA the waterfall and swimmer plots of today's new NSCLC data are available now. mDOR (not reached) is at least 14M EVEN IF all new responders fall short of it with the longest DOR at 40M and still on-going this is 2L+ NSCLC patients we are talking about I honestly didn't expect the durability to be this good"  
[X Link](https://x.com/jy201506/status/1985515257956118743)  2025-11-04T01:11Z [---] followers, [----] engagements


"$IOVA Great NSCLC TIL data (25.6% ORR mDOR NR [--] mo) ✅ Stock down Why Market trades balance sheet not biology: Cash [--] yr runway ATM = dilution overhang Low gross margin early Single-arm data reg uncertainty Science strong 💪 equity weak 💸"  
[X Link](https://x.com/jy201506/status/1985885007701831896)  2025-11-05T01:40Z [---] followers, [---] engagements


"$IOVA The irony: good data stock down. IOVA sits in a reflexive loop: short pressure  ATM more dilutive  NPV/share  price repeat. Science works but equity bleeds until financing clarity breaks the loop"  
[X Link](https://x.com/jy201506/status/1985885252741710230)  2025-11-05T01:41Z [---] followers, [---] engagements


"$IOVA ASSUMING it doesn't go under near-term pressure provides buying opportunity which can be rewarded by explosive upside once ATM overhang and mfg scaling challenge are behind us"  
[X Link](https://x.com/jy201506/status/1985887692752658725)  2025-11-05T01:51Z [---] followers, [---] engagements


"A path forward for $IOVA from here: [--] mo 💊 Strategic partner / ex-US deal = instant validation + cash 💰 Debt or royalty financing = non-dilutive runway ✂ Deep cost cuts (RIF) = burn control & credibility [---] mo 🧫 Manufacturing yield & cycle-time gains margin  📈 Melanoma sales ramp faster than Street confidence [----] mo 🏛 FDA alignment or BLA acceptance in NSCLC new TAM unlocked 💵 Gross-margin inflection cash-flow positive self-sustaining"  
[X Link](https://x.com/jy201506/status/1985919515696279600)  2025-11-05T03:58Z [---] followers, [---] engagements


"@MardanAbliz_GVA thanks for sharing. Any chance you can share the full report Id like to take a close look at the survey data statistics and assumptions if possible"  
[X Link](https://x.com/jy201506/status/1986053521981010181)  2025-11-05T12:50Z [---] followers, [---] engagements


"@MardanAbliz_GVA Just read the full report elsewhere. Their survey suggests 5% increase Q/Q in infusion numbers across the sites surveyed which would translate to $56M Amtagvi rev. Not sure why they use the $47.4M number in their headline"  
[X Link](https://x.com/jy201506/status/1986071184220279295)  2025-11-05T14:00Z [---] followers, [--] engagements


"$IOVA 2025Q3 ER Summary: I like it very much Short's thesis that this business can't make money is dead"  
[X Link](https://x.com/jy201506/status/1986447483140985304)  2025-11-06T14:56Z [---] followers, [---] engagements


"$IOVA $58M Amtagvi rev is consistent with Barclay's ATC survey results representing 5% Q/Q growth. Not sure why Barclay predicted $47M in their report days before earnings call. Maybe simple math is more reliable than fancy statistical model Or it was purposefully guide down to help shorts idk"  
[X Link](https://x.com/jy201506/status/1986447676230017461)  2025-11-06T14:56Z [---] followers, [---] engagements


"$IOVA $10M Proluken rev. Cumulative Proluken year-to-date has been much less than last year. Likely due to over-stocking in [----] based on previous higher $450M-$475M [----] guide. I anticipate Proluken's rev to be 10-15% of Amtagvi based on the average 4-6 Proluken cycles per Amtagvi infusion"  
[X Link](https://x.com/jy201506/status/1986447829334704583)  2025-11-06T14:57Z [---] followers, [---] engagements


"$IOVA signifciant increase in both Amtagvi infusion and Proluken re-strocking is expected in Q4 and reaffirm $250M-$300M full year rev guide"  
[X Link](https://x.com/jy201506/status/1986447903284662769)  2025-11-06T14:57Z [---] followers, [---] engagements


"$IOVA GM increased to 43% highest quarter ever. Driven by improved OOS rate and operation efficiency. Additional improvement expected after mfg is centralized to internal facility in the next quarters (I believe they were using CDMO now plan to vertically integrate and fully internalize mfg to improve efficiency). This is deadly to short's thesis that this company has efficacious drug but can't make money"  
[X Link](https://x.com/jy201506/status/1986448037716070723)  2025-11-06T14:58Z [---] followers, [---] engagements


"$IOVA Cash $307M with runway extended to 2Q2027. reduces near-term fundraising pressure"  
[X Link](https://x.com/jy201506/status/1986448102983602491)  2025-11-06T14:58Z [---] followers, [---] engagements


"$IOVA 2L NSCLC launch expected 2H2027. 7X TAM compared to Mel. Recent positive durability data drives significant uptick in enrollment. [--] recent approvals in NSCLC based on [--] patient cohorts suggesting [--] is likely sufficient for Amtagvi as well partially due to significant medical unmet need in this indication. Actively applying for various acceleration designations at FDA"  
[X Link](https://x.com/jy201506/status/1986448323851563274)  2025-11-06T14:59Z [---] followers, [---] engagements


"$IOVA 2L+ melanoma lanuch seeing earlier referral pattern likely driven by recent high 60% ORR in 2L setting. Additional [--] academic ATCs and [--] community ATC added. Not rushing into ex-US expansion which is a smart move to focus on preserving cash and improving margin in near term"  
[X Link](https://x.com/jy201506/status/1986448441912832395)  2025-11-06T14:59Z [---] followers, [---] engagements


"Upwards re-rating of $IOVA by Streets analysts is incoming"  
[X Link](https://x.com/jy201506/status/1986453387873796350)  2025-11-06T15:19Z [---] followers, [---] engagements


"@jfais20 it really has the potential to become the backbone therapy in 1L of several solid tumor types and then biologics and small molecules can be the follow-up therapies in later lines. Kind of similar to Multiple Myeloma where the first line is autologous stem cell transplant"  
[X Link](https://x.com/jy201506/status/1986465092209152218)  2025-11-06T16:05Z [---] followers, [--] engagements


"just forget about Allogeneic TIL therapy. it doesn't make sense scientifically or logistically. This is because 1) lots tumor-specific antigens we can't even identify let alone target with a TCR. and 2) why introduce a complex process for identifying the antigen engineer TCR into T cells when you can already get those naturally occurring T cells from tumor"  
[X Link](https://x.com/jy201506/status/1986466649042546978)  2025-11-06T16:12Z [---] followers, [--] engagements


"@DeuceCabooseSki I agree. Been thinking about that too. Not sure why. Maybe it takes time for people to digest the news and buy $IOVA up gradually in the coming weeks/months With positive lung data improving growth margin and extended runway I expected a lot more"  
[X Link](https://x.com/jy201506/status/1986560291505627453)  2025-11-06T22:24Z [---] followers, [---] engagements


"@DeuceCabooseSki I feel the same way. Excited relieved and also disappointed about the price action today $IOVA"  
[X Link](https://x.com/jy201506/status/1986561457983488207)  2025-11-06T22:28Z [---] followers, [---] engagements


"@semodough which is $10M fewer than the previous quarter. and a big chunk of it is from R&D ($75M) where $IOVA are investing into the future in indications like NSCLC Endometrial etc"  
[X Link](https://x.com/jy201506/status/1986636869413531873)  2025-11-07T03:28Z [---] followers, [---] engagements


"@lucentionllc i am wondering whether the reduced LD regimen could also work in Melanoma. Perhaps try it out in a phase [--] study @IovanceBio $IOVA"  
[X Link](https://x.com/jy201506/status/1986847047664685506)  2025-11-07T17:23Z [---] followers, [---] engagements


"I see your point. $IOVA or autologous cell therapy in general are in their own category in terms of investment/return profile which is very different from conventional biotech/pharma. But they sure can make money if the potential TAM is large enough. I believe this is a major reason why adapt immune went under whereas IOVA has a chance. Also why I think indication expansion in lung is so crucial for IOVA"  
[X Link](https://x.com/jy201506/status/1986852985419538934)  2025-11-07T17:47Z [---] followers, [---] engagements


"@MeadowCapital @semodough The table at the bottom of this page. https://ir.iovance.com/news-releases/news-release-details/iovance-biotherapeutics-highlights-business-achievements https://ir.iovance.com/news-releases/news-release-details/iovance-biotherapeutics-highlights-business-achievements"  
[X Link](https://x.com/jy201506/status/1986885425466679669)  2025-11-07T19:56Z [---] followers, [--] engagements


"@MeadowCapital @semodough Its 162k thousand = 162M"  
[X Link](https://x.com/jy201506/status/1986895376348332236)  2025-11-07T20:35Z [---] followers, [--] engagements


"$IOVA dude are you sure you are looking at the correct data i know you get your daily short volume data from ORTEX. But take a look at this article from ORTEX themself. Daily short volume data is basically highly misleading and useless. basically would prob correlate with daily normal trading volume. https://public.ortex.com/why-daily-short-volumes-are-often-misinterpreted/ https://public.ortex.com/why-daily-short-volumes-are-often-misinterpreted/"  
[X Link](https://x.com/jy201506/status/1986939003082277216)  2025-11-07T23:29Z [---] followers, [---] engagements


"Hi $IOVA shorts open to a constructive discussion Id genuinely like to understand the core of your short thesis. We can discuss science clinical data manufacturing commercialization or financials. Whatever you believe is most central. With the lung data now out margin trajectory improving and runway extended Im trying to understand what the remaining key bear drivers are. If the expectation was negative data or worsening margins those catalysts seem to have gone the other way. Not being sarcastic I actually assume there WAS a thoughtful thesis here. So whats the anchor now Would appreciate a"  
[X Link](https://x.com/jy201506/status/1986945679718006901)  2025-11-07T23:55Z [---] followers, [----] engagements


"$IOVA converted data from the swimmer plot into a KM curve of DOR. Despite of small sample size atm this is certainly the kind of durability signature TIL therapy is known for: a fraction of patients achieve extremely long ongoing responses"  
[X Link](https://x.com/jy201506/status/1987011327517159645)  2025-11-08T04:16Z [---] followers, [---] engagements


"$IOVA amtagvi quarterly sales since launch compared to other CAR-T products. started strong in [----] but starts to falling behind a bit. hopefully the recent 60% ORR RW data partnership with inspirogene will give it a boost in Melanoma and then [----] indication expansion in NSCLC"  
[X Link](https://x.com/jy201506/status/1987022576338526234)  2025-11-08T05:01Z [---] followers, [----] engagements


"$IOVA management in Q3 call guided that updated data with meaningfully larger sample size and longer follow-up will be presented at a major conference in [----]. If the durability and ORR continues to hold an oral at ASCO/WCLC/ESMO should get peoples attention. A PDL1 subgroup analysis should be interesting too as the PDL1 negative population has even bigger unmet need"  
[X Link](https://x.com/jy201506/status/1987139427039162856)  2025-11-08T12:45Z [---] followers, [---] engagements


"@FrankHulskof Thanks for replying. you made a few good points there re: IOVA risks. I am new to twitter despite of having an old account. Just testing things out. I hope they at least will see this post and prompt them to re-think. Could anyone actually reach out I don't know. probably not"  
[X Link](https://x.com/jy201506/status/1987165528314536215)  2025-11-08T14:29Z [---] followers, [---] engagements


"$IOVA Why Gross Margin Is the Real Differentiator in Cell Therapy (and what everyone is missing about TILs) 1/ Everyone debates efficacy in cell therapy but the commercial story is ultimately written in gross margin. If you can scale manufacturing efficiently you print cash. If you cant you bleed. 2/ Look at commercial CAR-T as of 2025: Carvykti: 6272% GM still improving Yescarta: 6878% GM the current efficiency benchmark Breyanzi: 4555% GM improving with volume Abecma: 3550% GM declining as share is lost Kymriah: 2540% GM structurally capped 3/ Notice the pattern The best efficacy + largest"  
[X Link](https://x.com/jy201506/status/1987200618616778912)  2025-11-08T16:48Z [---] followers, [----] engagements


"$IOVA 2L+ NSCLC can be further divided into Squamous vs Non-Squamous pathology. in addition they can be grouped by EGFR wild-type without actionable mutation versus those with actionable mutations. The recommended treatments per NCCN guidelines are all different. In Amtagvi's case it's chemo and PD1-failed non-squamous pathology with no actionable mutations. Available treatment option is very limited there. The relevant comparisons are chemo or chemo + anti-VEGFR. neither produce 6M mDOR"  
[X Link](https://x.com/jy201506/status/1987230418735931574)  2025-11-08T18:47Z [---] followers, [---] engagements


"Great question about the competitive landscape. in TIL space no real competition with $IOVA in-sight yet maybe Obsidian Tx one day. In CAR-T early attempts have mostly failed perhaps with the exception of recent positive data from GD2-targeted CAR-T in brain tumor. Certainly no CAR-T clinical dev activity in Melanoma or NSCLC that i know of (please let me know if you do) mainly i think due to lack of highly tumor-specific target and tumor genomic heterogeneity of these solid tumors. Unlike liquid tumor where patient live fine when some normal B cells or plasma cells gets temporarily depleted"  
[X Link](https://x.com/jy201506/status/1987242654090825809)  2025-11-08T19:35Z [---] followers, [---] engagements


"$IOVA just finished updating DCF model based on Q3 ER updates. For those of you who tracks dilution/ATM: $89M was raised in Q3 by selling 28M shares at $3 per share"  
[X Link](https://x.com/jy201506/status/1987370890548384000)  2025-11-09T04:05Z [---] followers, [---] engagements


"$IOVA at $2.30 is essentially valuing Amtagvi in melanoma only and assigning zero value to NSCLC. Every 10% increase in assumed POS for 2L NSCLC adds roughly $3/share. After the recent positive durability data what do you think is a fair POS now"  
[X Link](https://x.com/jy201506/status/1987549225001894016)  2025-11-09T15:53Z [---] followers, [----] engagements


"@dan_glinert just chill dude. there is a section called "Cash Flows from Financing Activities" in every Q's 10-Q for such disclosure purpose. last Q $IOVA sold 28M shares at $3 per share raising $89M. The only time in the past 3M the SP being above $3 is the day when $REPL received CRL from FDA. Smart IOVA management raised at highest price of the Q and minimized dilution. You will know in their next 10-Q about any additional selling activities this Q. It would be very normal for IOVA to raise cash on the back of positive news (that's called competent management). I don't see anything shady"  
[X Link](https://x.com/jy201506/status/1987962585589969076)  2025-11-10T19:16Z [---] followers, [----] engagements


"$IOVA Congrats to those who bought at $1.8 on Nov 4/5 that's 40% gain in a week. with that said i think this is just the beginning if you believe in Amtagvi's opportunity in NSCLC https://x.com/jy201506/status/1987549225001894016s=20 $IOVA ASSUMING it doesn't go under near-term pressure provides buying opportunity which can be rewarded by explosive upside once ATM overhang and mfg scaling challenge are behind us. https://x.com/jy201506/status/1987549225001894016s=20 $IOVA ASSUMING it doesn't go under near-term pressure provides buying opportunity which can be rewarded by explosive upside once"  
[X Link](https://x.com/jy201506/status/1988342521597137085)  2025-11-11T20:26Z [---] followers, [----] engagements


"1. $5B in US + $3B ex-US (2L only 20% peak penetration) [--]. Here i used my estimated total shares of Q4/2025 (406M Shares) to calculate the per share value. I anticipate additional dilutions in 2025Q4 [----] and [----]. However future dilution doesn't affect the per share value of the stock as of today in DCF modeling. https://twitter.com/i/web/status/1988447672055783671 https://twitter.com/i/web/status/1988447672055783671"  
[X Link](https://x.com/jy201506/status/1988447672055783671)  2025-11-12T03:24Z [---] followers, [--] engagements


"@jfais20 @Sanctuary_Bio Fair point $IOVA is not out of the woods yet. Need another strong Q with rev + margin trending right. If ORR & durability hold in NSCLC with longer follow-up/larger cohort an oral at ASCO/WCLC/ESMO [----] could turn heads. Still small wins matter we all love a comeback story"  
[X Link](https://x.com/jy201506/status/1988652339159527537)  2025-11-12T16:57Z [---] followers, [---] engagements


"@salmonstockcar Thats a 50% increase in PT compared to their $1 PT in July2025. Even bearish analyst acknowledges the progress $IOVA has made in 2H2025"  
[X Link](https://x.com/jy201506/status/1990518433390510561)  2025-11-17T20:32Z [---] followers, [---] engagements


"Good observation. It's most likely that the n=39 is the ITT (intend to treat) population and [--] of those didn't received treatment for various reasons including product OOS (out of spec) or Grade [--] AE during LD etc. Back in [----] $IOVA reported a Grade [--] AE associated with LD in their NSCLC study which led them to lower the LD dose. Similarly in their first data cut released in [----] only [--] out of [--] are shown in waterfall plot likely due to similar reasons. Therefore this is entirely normal. In fact this is slightly bullish because if they manage to improve OOS and safety profile in the future"  
[X Link](https://x.com/jy201506/status/1991313513843691797)  2025-11-20T01:11Z [---] followers, [---] engagements


"i think price is one factor determining whether one buys or not. another important factor is risk management. if you already have significant exposure in $IOVA doesn't make sense to put a lot more in from a risk management perspective. For example if i work for $IOVA and owns tons of stock options as part of compensation package i would prob won't buy actual stocks with my savings"  
[X Link](https://x.com/jy201506/status/1991315569874735558)  2025-11-20T01:20Z [---] followers, [---] engagements


"@mountainliren could also due to lack of first follow-up scan because of short follow up at data cutoff. detailed clarifications from IOVA would have been helpful here. wish they had a press conference for this data release"  
[X Link](https://x.com/jy201506/status/1991319946219909593)  2025-11-20T01:37Z [---] followers, [---] engagements


"so is $IOVA going to all time low If so when At least provide some specifics so you add value here long or short. Not even asking you to provide rationale. Just stop acting like a clown who gloats on a red day and no where to found on a green day. Bots can do that much better than you with 100% accuracy"  
[X Link](https://x.com/jy201506/status/1991957841276453049)  2025-11-21T19:52Z [---] followers, [---] engagements


"2025-11-24 Barclays analyst Etzer Darout maintains Iovance Biotherapeutics $IOVA with a Overweight and raises the price target from $4 to $9. Upwards re-rating of $IOVA by Streets analysts is incoming Upwards re-rating of $IOVA by Streets analysts is incoming"  
[X Link](https://x.com/jy201506/status/1992979694162162004)  2025-11-24T15:32Z [---] followers, [----] engagements


"@NouVisalsok called the previous analyst out before $IOVA 3Q earnings. highly suspicious 3Q sales prediction days before earnings. https://x.com/jy201506/status/1986071184220279295s=20 @MardanAbliz_GVA Just read the full report elsewhere. Their survey suggests 5% increase Q/Q in infusion numbers across the sites surveyed which would translate to $56M Amtagvi rev. Not sure why they use the $47.4M number in their headline. https://x.com/jy201506/status/1986071184220279295s=20 @MardanAbliz_GVA Just read the full report elsewhere. Their survey suggests 5% increase Q/Q in infusion numbers across"  
[X Link](https://x.com/jy201506/status/1993073936968610157)  2025-11-24T21:47Z [---] followers, [---] engagements


"i model much higher operating expenses than Truist's $482M number yet see $IOVA become profitable in [----] much earlier than [----] by Truist. My key assumptions are 1) 2L NSCLC launch in [----] and 2) GM reach 70% in [----]. this would lead to a combined product rev of $1.2B operating expense of $850M operation income of $350M in [----]. I bet Truist gave zero credit in 2L NSCLC. If you believe $IOVA's story in 2L NSCLC then it would be a good buy here. Otherwise you should sell. $IOVA I see Truist refreshed its model IOVA - Model Refresh - Updated estimates ahead of Second Full Year of Amtagvi Sales"  
[X Link](https://x.com/jy201506/status/1996962420594553117)  2025-12-05T15:18Z [---] followers, [----] engagements


"basically if one views $IOVA as a niche melanoma company its only modest upside doesnt justify its risk. If one believes $IOVA as a post-PD-1 era IO platform play with potential in multiple solid tumor indications including NSCLC the bet here is highly asymmetric favoring the upside. i model much higher operating expenses than Truist's $482M number yet see $IOVA become profitable in [----] much earlier than [----] by Truist. My key assumptions are 1) 2L NSCLC launch in [----] and 2) GM reach 70% in [----]. this would lead to a combined product rev of $1.2B i model much higher operating expenses than"  
[X Link](https://x.com/jy201506/status/1996975644417069242)  2025-12-05T16:11Z [---] followers, [----] engagements


"@semodough Curious about Truists key assumptions. Do they include rev potential from 2L NSCLC When and how much"  
[X Link](https://x.com/jy201506/status/1996995248468205648)  2025-12-05T17:29Z [---] followers, [---] engagements


"$IOVA Barclays survey accurately predicted 3Q Amtagvi Rev. looks like their Q4 survey results may have came back positive Some nice real-world single-center Amtagvi experience Real-world TIL (lifileucel) data single-center experience (Colorado) 🧵👇 Setting: Post-approval real-world use of lifileucel (TIL) in previously treated metastatic melanoma Timeframe: Nov [----] Sep [----] Harvested: [--] pts Infused: [--] pts Not infused: [--] awaiting infusion [--] canceled (3 deaths pre-infusion; [--] responding to bridging therapy) Patient mix (infused): [--] cutaneous [--] uveal [--] acral [--] unknown primary Manufacturing"  
[X Link](https://x.com/jy201506/status/2001666981770985573)  2025-12-18T14:52Z [---] followers, [----] engagements


"$iova more will enter or reenter this beat up name as they take profits from their [----] high flyers and look for alternative value plays in biotech for [----]. $iova initial commercial ramping setbacks in 1H2025 improving fundamentals in 2H2025 with significant indication expansion potential in near future. Perfect setup for a highly asymmetric bet favoring upside. $IOVA (L) That was quick- now my #1 position (color me the most surprised of anyone never expected to reenter) https://t.co/y5xV5t2YsM $IOVA (L) That was quick- now my #1 position (color me the most surprised of anyone never expected"  
[X Link](https://x.com/jy201506/status/2003455215069257795)  2025-12-23T13:18Z [---] followers, [----] engagements


"$iova a nice recent TIL therapy review paper by pioneers in the field. https://jitc.bmj.com/content/13/11/e013420 https://jitc.bmj.com/content/13/11/e013420"  
[X Link](https://x.com/jy201506/status/2003699505783611503)  2025-12-24T05:29Z [---] followers, [---] engagements


"I respectfully disagree with your analogy between $IOVA and $ADAP. Total projected rev diff is literally about 10X in [----]. A post-pd-1 IO platform play versus a tiny TAM restricted due to HLA-match target antigen expression and rare cancer indication reasons. Autologous cell therapy can be profitable at $1B annual rev. Amtagvi can reach that with US 2L+ melanoma alone. https://twitter.com/i/web/status/2005154329091866662 https://twitter.com/i/web/status/2005154329091866662"  
[X Link](https://x.com/jy201506/status/2005154329091866662)  2025-12-28T05:50Z [---] followers, [---] engagements


"@A_May_MD @pawcio2009 This is why I love smid cap biotech investing.you really can get an edge here if you know what you're doing. Well said and congratulations"  
[X Link](https://x.com/jy201506/status/2006787818388074857)  2026-01-01T18:01Z [---] followers, [---] engagements


"@JacobPlieth No mention of TIL therapeutic on their announcement today. But one way to go back to TIL therapy is by reverse merging with $IOVA $TIL"  
[X Link](https://x.com/jy201506/status/2008623836518895898)  2026-01-06T19:36Z [---] followers, [---] engagements


"Here is the link to the Jan2026-updated corporate presentation where [----] rev guide is reiterated. This update is clearly for next weeks JPM. Hopefully something good happens at JPM for them. $IOVA https://ir.iovance.com/static-files/ec7cf8d8-4791-45ca-b413-e31bc91d0950 $IOVA- Achieving [----] guidance = big revenue jump in Q4 ($73M- $124M range likely in the middle as community ATCs kick in with increased market penetration) https://ir.iovance.com/static-files/ec7cf8d8-4791-45ca-b413-e31bc91d0950 $IOVA- Achieving [----] guidance = big revenue jump in Q4 ($73M- $124M range likely in the middle as"  
[X Link](https://x.com/jy201506/status/2009629051762401747)  2026-01-09T14:11Z [---] followers, [----] engagements


"looked into the Dato-DXD data a bit more and find that 1) Dato-DXD's 31% ORR in nsNSCLC include both EGFRmut and EGFRwt; 2) Dato-DXD's ORR in EGFRmut is 43% suggesting it's ORR in EGFRwt 31%; 3) back calculation based on patient population breakdown in the TROPION-Lung01 Study gives 28% ORR for Dato-DXD in EGFRwt population which is not really different from Amtagvi's 26% in this same patient population (note $iova's iov-lun-202 trial enrolls only EGFRwt). 4) Dato-DXD secured FDA approval in EGFRmut population but not in the EGFRwt population likely due to modest DOR and failed to beat SOC in"  
[X Link](https://x.com/jy201506/status/2010040533348212901)  2026-01-10T17:26Z [---] followers, [--] engagements


"$IBRX finally someone starts to post about the BS in its lung data. I thought it was so so obvious. Here are my take on their lung data (written yesterday before today's announcement of its approval by Saudi FDA. shocking. ) To be clear i am not saying the drug doesn't work. I am saying the released data doesn't support the notion that it works better than SOC which is usually the requirement for approval by regulatory agency. from 2026/1/13: $IBRX up big on this news today Are you kidding me markets or something else happened and i missed Theyre touting statistically significant survivalbut"  
[X Link](https://x.com/jy201506/status/2011643094869950914)  2026-01-15T03:34Z [---] followers, [----] engagements


"$PMN looked into this one because someone here suggested it may 10X in one year. The more i look into it the more i want to short it. here is a short summary of my take: ProMIS is a $10M EV microcap built around PMN310 an oligomer-selective amyloid antibody in Phase 1b. The scientific risk is underappreciated: clinically efficacy in Alzheimers has only been demonstrated by antibodies that target later aggregation speciesprotofibrils fibrils or plaque. By contrast monomer-targeting antibodies failed and the oral oligomer drug ALZ-801 also failed. PMN310 targets oligomers upstream of"  
[X Link](https://x.com/jy201506/status/2011652710416752812)  2026-01-15T04:12Z [---] followers, [---] engagements


"$IBRX $IOVA 🧐😂 maybe there is something can be learned from $IBRX for $IOVA (i.e. use BS PRs to trigger short squeeze followed by ATM raise) In addition perhaps they should try combo Amtagvi with ANKTIVA (I am actually serious about this one) $IBRX finally someone starts to post about the BS in its lung data. I thought it was so so obvious. Here are my take on their lung data (written yesterday before today's announcement of its approval by Saudi FDA. shocking. ) To be clear i am not saying the drug doesn't $IBRX finally someone starts to post about the BS in its lung data. I thought it was"  
[X Link](https://x.com/jy201506/status/2011969070669693247)  2026-01-16T01:09Z [---] followers, [----] engagements


"Infuse patients with tumor-infiltrating lymphocyte (Amtagvi) followed by a few doses of lymphocyte stimulating agent (ANKTIVA) seems logical no $IOVA $IBRX and perhaps throw in patent-expiring Keytruda as well $MRK https://twitter.com/i/web/status/2011976018790097321 https://twitter.com/i/web/status/2011976018790097321"  
[X Link](https://x.com/jy201506/status/2011976018790097321)  2026-01-16T01:37Z [---] followers, [----] engagements


"The most objective and professional summary on $IOVA here on X @kainvests $IOVA is a tough one. Let me lay out how we think about it (as always never investment advice just our opinion): - First were believers of TIL therapy & recognize its therapeutic value. It has a unique MOA which gives TIL therapy the potential for long durable responses. @kainvests $IOVA is a tough one. Let me lay out how we think about it (as always never investment advice just our opinion): - First were believers of TIL therapy & recognize its therapeutic value. It has a unique MOA which gives TIL therapy the"  
[X Link](https://x.com/jy201506/status/2012337038423478322)  2026-01-17T01:31Z [---] followers, [----] engagements


"$IOVA management's comment to UBS at JPM about available hospital beds prompted me to dive deeper into its potential impact on future revenue: Inpatient Bed Capacity as a Structural Revenue Ceiling Key takeaway For Amtagvi (lifileucel) and TIL therapy under the current inpatient IL-2based care model hospital bed capacitynot demand or indicationsmay become the binding constraint on U.S. sales once reaching $2B-$3B annual rev range (a good problem to have given where we are today). This creates a hard physics-like ceiling on annual infusions and therefore revenue regardless of how many tumor"  
[X Link](https://x.com/jy201506/status/2012359767893663940)  2026-01-17T03:02Z [---] followers, [----] engagements


"$IBRX had a sharp rally last week driven by a flurry of PRs. I tried to assess each PR's "justified" impact on the stock move separate signal from narrative and highlight key catalysts in [----]. Stock move context From Fri Jan [--] Fri Jan [--] IBRX closed $2.33 $5.52 (+137%). Key closes during the PR streak: Jan [--] $2.59; Jan [--] $2.82; Jan [--] $3.02; Jan [--] $3.95; Jan [--] $5.52. So the market added roughly +$3.19/share over the week (order-of-magnitude +$3B of equity value if you assume 1B shares; exact shares outstanding varies but the point stands). PR-by-PR: what changed and what it's worth: PR"  
[X Link](https://x.com/jy201506/status/2012752685431201943)  2026-01-18T05:03Z [---] followers, [---] engagements


"The key question is whether the safety profile of AMTAGVI can be meaningfully improved without compromising efficacy by replacing high-dose Proleukin (IL-2) with ANKTIVA (IL-15 agonism). If achievable this could materially lower treatment-related toxicity and complexity potentially expanding AMTAGVI adoption and penetration. This hypothesis is supported by early efficacy signals from Obsidians membrane-bound IL-15 TIL approach which suggest that IL-15based support may preserve antitumor activity while improving tolerability. That said $IOVA is also advancing a next-generation IL-2 molecule"  
[X Link](https://x.com/jy201506/status/2012931931994771487)  2026-01-18T16:55Z [---] followers, [---] engagements


"IOV-5001s IL-12 enhancement focuses more on cytotoxicity in TME instead of expansion and persistence of T cells. Therefore its likely that some reduced amount of IL-2 may still be needed for IOV-5001. Its focus is more on further enhancing efficacy instead of replacing IL-2 need. https://twitter.com/i/web/status/2013083809227403331 https://twitter.com/i/web/status/2013083809227403331"  
[X Link](https://x.com/jy201506/status/2013083809227403331)  2026-01-19T02:59Z [---] followers, [---] engagements


"You are correctI assume the attached figure from $IOVA poster is the reference youre referring to. That said it is generally much easier to demonstrate robust expansion in vitro than in patients. In vitro experiments typically begin with direct contact between T cells and tumor cells or target antigens which effectively simulates a scenario where T cells have already infiltrated the tumor. In solid tumor patients however T cells may need to first survive expand and persist in circulation before a sufficient amount can reach tumor sites. We just have to wait and see how well it works in"  
[X Link](https://x.com/jy201506/status/2013292644269482068)  2026-01-19T16:49Z [---] followers, [----] engagements


"$PMN It does have 10X potential. But based on existing data/biology the probability is small hence why the stock is heavily discounted. Its more like a lottery ticket. Biology is unpredictable and we only know if it works until human data is available. I dont have a differentiated view on this one relative to the market. Therefore I stay out of it"  
[X Link](https://x.com/jy201506/status/2014676570825187579)  2026-01-23T12:28Z [---] followers, [--] engagements


"$IBRX median overall survival not reached at a median follow up of [--] months in the evaluable cohort is nothing impressive at all given median survival is typically in the 6-9 months range with existing treatment options already. Basically the follow up isnt long enough to evaluate whether the drug is better than whats already available before. They omitted the median [--] months follow up fact from the headline misleading people with the impression of patients lived so long in this study that median overall survival isnt reached yet. But the truth is they just have not waited long enough yet."  
[X Link](https://x.com/jy201506/status/2015145501918687557)  2026-01-24T19:31Z [---] followers, [----] engagements


"I agree the evidence is "astounding" if you mean in bladder cancer. But in lung cancer the ORR is single digit. i don't think US FDA has ever approved a new drug in lung cancer that has only single digit ORR which is too low that can be solely due to the PD1/PDL1 component instead of anktiva. details here: In GBM given these patients typically lives 6-9 months with standard of care medium overall survival not reached at only [--] month medium follow up (key fact needed to interpret the result and is omitted from their headline) isn't impressive at all. detailed analysis here:"  
[X Link](https://x.com/jy201506/status/2015206703659151808)  2026-01-24T23:34Z [---] followers, [---] engagements


"for $IBRX i think it's valuation is pretty rich already at this level. with that said it's not impossible to go even higher from here if positive catalysts readout in its bladder cancer business including sales growth and indication expansion to papillary and earlier line. in addition when evaluating two stocks don't compare the share price compare the market cap instead. GSLI is at $350M market cap compared to IBRX's $6.35B. I haven't looked into GSLI yet don't have a view on it. https://twitter.com/i/web/status/2015458454073151537 https://twitter.com/i/web/status/2015458454073151537"  
[X Link](https://x.com/jy201506/status/2015458454073151537)  2026-01-25T16:15Z [---] followers, [---] engagements


"$CORT their business in Cushing syndrome and Ovarian cancer alone seems already quite attractive at this level. The cortisol modulation platform could further expand into chemo backbone [---] for broad range of IO-sensitive and IO-insensitive tumors. $CORT Should trade [--] by the PDUFA on 7/11/2026 If approved it will add another revenue stream potentially above 2B Plus 2B from Korlum It makes the stock undervalued at 3.9B MC $CORT Should trade [--] by the PDUFA on 7/11/2026 If approved it will add another revenue stream potentially above 2B Plus 2B from Korlum It makes the stock undervalued at"  
[X Link](https://x.com/anyuser/status/2014560778989318573)  2026-01-23T04:48Z [---] followers, [----] engagements


"$IOVA $IBRX just for fun"  
[X Link](https://x.com/anyuser/status/2014572619161309421)  2026-01-23T05:35Z [---] followers, [----] engagements


"$IBRX This is what i see happening and at stake. Fascinating"  
[X Link](https://x.com/anyuser/status/2015194439472357419)  2026-01-24T22:46Z [---] followers, [----] engagements


"#Biotech #FDA $XBI $IBRX This is what i see happening and at stake. Fascinating https://t.co/Aht6oy5SCK $IBRX This is what i see happening and at stake. Fascinating https://t.co/Aht6oy5SCK"  
[X Link](https://x.com/anyuser/status/2015302124540686831)  2026-01-25T05:54Z [---] followers, [---] engagements


"@SomwerIndaMid Congrats man on the win thus far. I also picked up some at $11.6 today for a lottery position. $PMN has been super strong relative to $XBI ytd"  
[X Link](https://x.com/jy201506/status/2016640321912807612)  2026-01-28T22:31Z [---] followers, [---] engagements


"$PMN runway extended to [----] with $75M + $100M PIPE financing. now let's focus on trial execution and data readout mid and end of [----] market is giving low single digit POS for their lead asset. Let's see how mid year biomarker (Tau) and safety (ARIA) data will move it. https://www.promisneurosciences.com/news-media/press-releases/detail/261/promis-neurosciences-announces-up-to-175-million-private https://www.promisneurosciences.com/news-media/press-releases/detail/261/promis-neurosciences-announces-up-to-175-million-private"  
[X Link](https://x.com/anyuser/status/2017453543528030620)  2026-01-31T04:23Z [---] followers, [---] engagements


"@mshmshl0 Based on existing clinical data of the competitive landscape in MASH $ALT's pemvidutide doesn't seem to have a niche (reason to exist). Surprises are needed in either pemvidutide's phase [--] or its competitor's phase [--] to shake things up and move stock significantly"  
[X Link](https://x.com/jy201506/status/2017767024835911736)  2026-02-01T01:08Z [---] followers, [---] engagements


"$CORT The dosing level and schedule couldn't be more different between their CS study and PROC study. In the CS study Relacorilant was given daily starting at 100mg/day and escalated to max tolerable level up to 400mg/day continuously for tens of weeks. Very aggressive doing. In the PROC study Relacorilant is given intermittently [--] consecutive days every other week or two weeks at dose level of 150mg/day. There is a decent chance that the liver issue seem in CS study won't be a major issue in the PROC study. We'll find out soon. Even if there is Relacorilant associated liver damage as long as"  
[X Link](https://x.com/anyuser/status/2017442197914648683)  2026-01-31T03:37Z [---] followers, [---] engagements


"$ALT Altimmune is a SMID-cap biotech developing pemvidutide a dual GLP-1 / glucagon receptor agonist for MASH (F2F3) positioned as a metabolic-first liver therapy. The bull case: Pemvidutide shows strong MASH resolution on biopsy (Phase 2b) and large improvements in liver fat and fibrosis-associated NITs (ELF LSM MRI-PDFF) at [--] weeks. The dual GLP-1/glucagon mechanism may deliver greater liver fat reduction per unit weight loss vs GLP-1 alone with clean tolerability and very low discontinuation. ALT has FDA Breakthrough Therapy Designation and fresh capital and is entering Phase [--] after"  
[X Link](https://x.com/jy201506/status/2017765737662648764)  2026-02-01T01:03Z [---] followers, [---] engagements


"In MASH its main competition is AKRO's efruxifermin which is more efficacious in terms of both MASH resolution and fibrosis improvement (two most important endpoints in MASH) and is in more advanced clinical dev stage (phase [--] already enrolling) with acceptable tolerability. how would $ALT's pemvidutide differentiate from efruxifermin"  
[X Link](https://x.com/jy201506/status/2017812986958618780)  2026-02-01T04:11Z [---] followers, [--] engagements


"Agree with you on the biology. but if you compare the phase 2b clinical data Efruxifermin beats Pemvidutide on both MASH resolution and fibrosis improvement at 24W. biological MOA is good when you are still at pre-clinical stage. now we are at phase 2b entering phase [--] I would go by human data"  
[X Link](https://x.com/jy201506/status/2017815502559514724)  2026-02-01T04:21Z [---] followers, [--] engagements


"yea could be that there are something we are missing that the private investor believe will lead to Pemvidutide's success. Based on existing data the most realistic positive outcome for ALT i can think of is that Pemvidutide isn't as efficacious as Efruxifermin but is more tolerable and hence can carve out a niche market"  
[X Link](https://x.com/jy201506/status/2017816988832203172)  2026-02-01T04:27Z [---] followers, [--] engagements


"@defi_dino @mshmshl0 yes you made a good point that EFX is much more expensive than ALT/Pemvidutide. so from an investment perspective buying ALT is like buying a cheap call option high risk but also high reward if Pemvidutide comes out ahead of EFX after phase 3"  
[X Link](https://x.com/jy201506/status/2017822108290555924)  2026-02-01T04:47Z [---] followers, [--] engagements


"Last time I checked we practice evidence-based medicine in the US. You should know it better than anyone Dr. Pat. So how about we just run a well-designed trial in whatever indication you think your IL15 should be approved in gather statistically sound evidence and then submit it to FDA for approval They arent blocking you nothing if you follow the rules and provide statistically sound evidence on the relevant endpoint. It would be a mess in the pharmaceutical industry if every drug can just gets approved without solid evidence. When the noneffective or inferior drugs are used inappropriately"  
[X Link](https://x.com/jy201506/status/2018001688385232962)  2026-02-01T16:41Z [---] followers, [----] engagements


"posting my reply from another thread here: RWE isn't new. it's already being widely used to construct case-controlled synthetic control arm to support accelerated approval of single arm studies typically in the last line of therapy where all available treatments have failed. still tho RWE doesn't equal anecdotes. it's still based on statistically sound designs and propensity score matching etc so that the comparison is unbiased and statistically meaningful (i.e. unlikely due to random chance). This isn't the same as annecadotes where "oh i heard one patient responded to the drug therefore the"  
[X Link](https://x.com/jy201506/status/2018035263969386604)  2026-02-01T18:54Z [---] followers, [--] engagements


"@Tonythetrader73 @DrPatrick there is also no money to be made if old drug's patent expires which are happening now. big pharma can just buy anktiva/immunitybio. no need to block it. more on this see https://x.com/jy201506/status/2018033233943028148s=20 @hoopsbobray @Lee_17601 @DrPatrick there is literally zero incentive for big pharma to block the approval of truly efficacious new drugs given all the patent cliffs they are facing. If no new drugs gets approved and old drugs' patent expires big pharma's revenue would go to practically zero due to competition"  
[X Link](https://x.com/jy201506/status/2018038831342080459)  2026-02-01T19:08Z [---] followers, [---] engagements


"i don't have legal background. but here is a summary of my conversation with LLM on this topic. outcome could favor TEVA but it may not cause significant impact on future rev from this drug. If it does favor TEVA market may over react and could provide a buying opportunity. Korlym / Corcept IP key takeaways 🧵 Korlyms composition-of-matter patent expired decades ago generic approval was inevitable once developed for Cushings Corcepts IP is method-of-use which can delay & shape generics but cannot block FDA approval forever Generics can launch via skinny labeling: omit patented instructions"  
[X Link](https://x.com/jy201506/status/2019209026899161588)  2026-02-05T00:38Z [---] followers, [--] engagements


"@Jul05310473John @semodough $IOVA a point of reference: Legend Biotech a standalone CAR-T company is reaching cash flow positive next year with about $1B total rev at 60% gross margin"  
[X Link](https://x.com/jy201506/status/1986643533952872611)  2025-11-07T03:55Z [---] followers, [---] engagements


"Yescarta and Carvykti are examples of high-margin blockbuster autologous cell therapies. Legend Biotech $LEGN is an example of how a standalone autologous cell therapy company can be profitable. $IOVA will be profitable in [----]. Details see https://x.com/jy201506/status/1987200618616778912s=46 https://x.com/jy201506/status/1987200618616778912s=46"  
[X Link](https://x.com/jy201506/status/1989770871620141138)  2025-11-15T19:01Z [---] followers, [----] engagements


"thank you for the good analysis. noticing how the autologous cell therapy companies ( $IOVA $LEGN $AUTL) tend to have multiples at the lower end I think that's because the quality of revenue is not as good compare to other biologics/small molecules due to a) lower gross margin and b) significantly higher R&D expense in those companies both of which translates to reduced cash flow. Might be a good idea to put these companies into a separate bucket for these reasons. https://twitter.com/i/web/status/2015211797041615090 https://twitter.com/i/web/status/2015211797041615090"  
[X Link](https://x.com/jy201506/status/2015211797041615090)  2026-01-24T23:55Z [---] followers, [---] engagements


"$CORT is effectively the only company with a clinically validated late-stage GR antagonist platform in oncology today. No real competition in this space after ORIC Pharmaceuticals' ORIC-101 failed in [----] which discouraged the field. Its combination opportunity is so broad and exciting https://twitter.com/i/web/status/2017996577852227616 https://twitter.com/i/web/status/2017996577852227616"  
[X Link](https://x.com/anyuser/status/2017996577852227616)  2026-02-01T16:20Z [---] followers, [---] engagements


"RWE isn't new. it's already being widely used to construct case-controlled synthetic control arm to support accelerated approval of single arm studies typically in the last line of therapy where all available treatments have failed. still tho RWE doesn't equal anecdotes. it's still based on statistically sound designs and propensity score matching etc so that the comparison is unbiased and statistically meaningful (i.e. unlikely due to random chance). This isn't the same as annecadotes where "oh i heard one patient responded to the drug therefore the drug should be approved immediately.""  
[X Link](https://x.com/jy201506/status/2018031021829025864)  2026-02-01T18:37Z [---] followers, [--] engagements


"$IOVA the high response rate and long duration of response make it feels like CRIME to not give every single eligible and willing patients on earth this treatment. This isn't a few months of survival extension in your usual "successful" phase [--] oncology trials. This is truly curing patients who failed on all other available medicines and who then went on to live disease-free treatment-free after an one-time treatment. This is the only medicine i think would deserve some help from the government for the benefit of patients because it's truly curative and yet difficult to scale up with poor"  
[X Link](https://x.com/anyuser/status/2019599291153522897)  2026-02-06T02:29Z [---] followers, [----] engagements


"$TIL trading at $6.5/sh with potential 100% upside near term. Why: valuation conservative NAV (Jan 26) 🧵 1/ Treat $TIL as a balance-sheet special situation not a biotech. AXN-2510 discontinued pipeline = $0. Value = cash + hard assets burn. 2/ Cash & equivalents: Reported (9/30/25): $83.4M Deduct $20M total burn (4Q25 + runway to find strategic option) $63M net cash $9.3/share 3/ Tarzana facility: Gross asset: $112M Secured debt: $85M After haircut + costs $3.0/share net equity 4/ Conservative NAV: Cash: $9.3/sh Real estate: $3.0/sh Pipeline: $0 ➡ $1212.5/share NAV Already assumes time decay"  
[X Link](https://x.com/jy201506/status/2008638674930397338)  2026-01-06T20:35Z [---] followers, [---] engagements


"will $IOVA's gross margin as high as biologics and small molecule probability not. will $IOVA be able to make decent money yes They should be able to turn cash flow positive when they reach around $800M Amtagvi annual rev and a gross margin of 60%. I predict this will happen in 2028"  
[X Link](https://x.com/jy201506/status/1986637503562948756)  2025-11-07T03:31Z [---] followers, [---] engagements


"$IOVA Key Things to Watch on the Call [--]. FY2025 Revenue I expect full-year [----] revenue to land toward the lower end of the companys $250M$300M guidance range. While recent developments appear constructive including onboarding of community ATCs and a potential shift toward earlier-line use of Amtagvi with lower patient dropout I believe these positive dynamics require one to two quarters to meaningfully translate into reported revenue. As a result the operational momentum may not yet be fully reflected in the FY2025 top line. [--]. 4Q2025 Gross Margin I anticipate gross margin to be broadly in"  
[X Link](https://x.com/anyuser/status/2022556742719000904)  2026-02-14T06:21Z [---] followers, [---] engagements


"My projection of $IOVA on the Gartner hype cycle curve"  
[X Link](https://x.com/anyuser/status/2022730662063546476)  2026-02-14T17:52Z [---] followers, [---] engagements


"My projection of $IOVA on the Gartner hype cycle curve"  
[X Link](https://x.com/anyuser/status/2022730662063546476)  2026-02-14T17:52Z [---] followers, [---] engagements


"$IOVA Key Things to Watch on the Call [--]. FY2025 Revenue I expect full-year [----] revenue to land toward the lower end of the companys $250M$300M guidance range. While recent developments appear constructive including onboarding of community ATCs and a potential shift toward earlier-line use of Amtagvi with lower patient dropout I believe these positive dynamics require one to two quarters to meaningfully translate into reported revenue. As a result the operational momentum may not yet be fully reflected in the FY2025 top line. [--]. 4Q2025 Gross Margin I anticipate gross margin to be broadly in"  
[X Link](https://x.com/anyuser/status/2022556742719000904)  2026-02-14T06:21Z [---] followers, [---] engagements


"$IOVA the high response rate and long duration of response make it feels like CRIME to not give every single eligible and willing patients on earth this treatment. This isn't a few months of survival extension in your usual "successful" phase [--] oncology trials. This is truly curing patients who failed on all other available medicines and who then went on to live disease-free treatment-free after an one-time treatment. This is the only medicine i think would deserve some help from the government for the benefit of patients because it's truly curative and yet difficult to scale up with poor"  
[X Link](https://x.com/anyuser/status/2019599291153522897)  2026-02-06T02:29Z [---] followers, [----] engagements


"A real world analysis of our cell therapy in patients with previously treated advanced melanoma is featured at #Tandem26: https://ir.iovance.com/news-releases/news-release-details/best-class-real-world-data-support-early-amtagvir-treatment https://ir.iovance.com/news-releases/news-release-details/best-class-real-world-data-support-early-amtagvir-treatment"  
[X Link](https://x.com/anyuser/status/2019540350394601872)  2026-02-05T22:35Z [----] followers, [----] engagements


"$CORT didn't like the lack of transparency of the management re: FDA warnings going into the filing of relacorilant in Cushings disease. relacorilant's safety profile in PROC tho seems to be on par with SOC. The numerically higher AE rates can be explained by longer treatment exposure due to longer OS. AE risk per unit of time exposure seems to be similar to SOC after adjusting for the longer OS. A liver-safety risk puts the future of Corcept Therapeutics' experimental drug in doubt. https://t.co/lZa6FNTOA7 A liver-safety risk puts the future of Corcept Therapeutics' experimental drug in"  
[X Link](https://x.com/anyuser/status/2019594617490944193)  2026-02-06T02:10Z [---] followers, [---] engagements


"A liver-safety risk puts the future of Corcept Therapeutics' experimental drug in doubt. https://trib.al/E5dPjJE https://trib.al/E5dPjJE"  
[X Link](https://x.com/anyuser/status/2019373835049439351)  2026-02-05T11:33Z 160.7K followers, [----] engagements


"$CORT The dosing level and schedule couldn't be more different between their CS study and PROC study. In the CS study Relacorilant was given daily starting at 100mg/day and escalated to max tolerable level up to 400mg/day continuously for tens of weeks. Very aggressive doing. In the PROC study Relacorilant is given intermittently [--] consecutive days every other week or two weeks at dose level of 150mg/day. There is a decent chance that the liver issue seem in CS study won't be a major issue in the PROC study. We'll find out soon. Even if there is Relacorilant associated liver damage as long as"  
[X Link](https://x.com/anyuser/status/2017442197914648683)  2026-01-31T03:37Z [---] followers, [---] engagements


"$CORT also don't forget that Cushing's patients often have liver related comorbidities such as fatty liver/metabolic syndrome therefore more susceptible to liver damage. This would be different in PROC patients"  
[X Link](https://x.com/anyuser/status/2017826578529452385)  2026-02-01T05:05Z [---] followers, [---] engagements


"$CORT ROSELLA safety DD (liver): Reviewed Table S5 (dose reductions/interruptions/discontinuations). No liver-related AEs drove dose modification; all actions were due to expected nab-paclitaxel tox (neutropenia anemia neuropathy). Caveat: table reports AEs 1% (4 pts) so ultra-rare liver events cant be excludedbut no clinically meaningful hepatic signal emerged with oncology dosing. i really hope someone ask the management to confirm whether they see similar liver toxic in their PROC study at the next earnings call"  
[X Link](https://x.com/anyuser/status/2018142830443610434)  2026-02-02T02:02Z [---] followers, [---] engagements


"$CORT is effectively the only company with a clinically validated late-stage GR antagonist platform in oncology today. No real competition in this space after ORIC Pharmaceuticals' ORIC-101 failed in [----] which discouraged the field. Its combination opportunity is so broad and exciting https://twitter.com/i/web/status/2017996577852227616 https://twitter.com/i/web/status/2017996577852227616"  
[X Link](https://x.com/anyuser/status/2017996577852227616)  2026-02-01T16:20Z [---] followers, [---] engagements


"$PMN runway extended to [----] with $75M + $100M PIPE financing. now let's focus on trial execution and data readout mid and end of [----] market is giving low single digit POS for their lead asset. Let's see how mid year biomarker (Tau) and safety (ARIA) data will move it. https://www.promisneurosciences.com/news-media/press-releases/detail/261/promis-neurosciences-announces-up-to-175-million-private https://www.promisneurosciences.com/news-media/press-releases/detail/261/promis-neurosciences-announces-up-to-175-million-private"  
[X Link](https://x.com/anyuser/status/2017453543528030620)  2026-01-31T04:23Z [---] followers, [---] engagements


"$cort no oncologist is going to care that you should monitor for liver function tests with relacorilant - these platinum-resistant ovarian cancer patients have a life expectancy [--] months and 35% reduced risk of death with relacorilant is huge. Looking forward to pdufa"  
[X Link](https://x.com/anyuser/status/2017370411521159383)  2026-01-30T22:52Z [---] followers, [---] engagements


"$CORT FDA CRL is disturbing. It looks they were warned by FDA not to submit bc of deficiency and still they submited Not sure why bios keep doing such sily mistakes - cost them time and money https://download.open.fda.gov/crl/CRL_NDA219398_20260128.pdf https://download.open.fda.gov/crl/CRL_NDA219398_20260128.pdf"  
[X Link](https://x.com/anyuser/status/2017060801379446889)  2026-01-30T02:22Z [----] followers, [----] engagements


"#Biotech #FDA $XBI $IBRX This is what i see happening and at stake. Fascinating https://t.co/Aht6oy5SCK $IBRX This is what i see happening and at stake. Fascinating https://t.co/Aht6oy5SCK"  
[X Link](https://x.com/anyuser/status/2015302124540686831)  2026-01-25T05:54Z [---] followers, [---] engagements


"$IBRX This is what i see happening and at stake. Fascinating"  
[X Link](https://x.com/anyuser/status/2015194439472357419)  2026-01-24T22:46Z [---] followers, [----] engagements


"@DrPatrick $IBRX https://x.com/jy201506/status/2015145501918687557s=20 Yet @DrPatrick $IBRX fails to mention that with only [--] months of median follow up in these recurrent GBM patients making any claim about extended survival is nonsense especially when TTF therapy in these patients is proven to be modestly effective. (Median OS [--] months) Last https://x.com/jy201506/status/2015145501918687557s=20 Yet @DrPatrick $IBRX fails to mention that with only [--] months of median follow up in these recurrent GBM patients making any claim about extended survival is nonsense especially when TTF therapy in"  
[X Link](https://x.com/anyuser/status/2015180810127618490)  2026-01-24T21:52Z [---] followers, [---] engagements


"Yet @DrPatrick $IBRX fails to mention that with only [--] months of median follow up in these recurrent GBM patients making any claim about extended survival is nonsense especially when TTF therapy in these patients is proven to be modestly effective. (Median OS [--] months) Last August $IBRX reported response rates from [--] patients in this study. Yesterdays release with [--] evaluable patients - no disclosure of response results. Selective inconsistent data releases are a red flag. $IBRX I couldn't get that Press Release from Friday out of my head. So I asked Grok to explain it to me. I was"  
[X Link](https://x.com/anyuser/status/2015158428507738562)  2026-01-24T20:23Z 124K followers, 56.2K engagements


"$IOVA $IBRX just for fun"  
[X Link](https://x.com/anyuser/status/2014572619161309421)  2026-01-23T05:35Z [---] followers, [----] engagements


"$CORT their business in Cushing syndrome and Ovarian cancer alone seems already quite attractive at this level. The cortisol modulation platform could further expand into chemo backbone [---] for broad range of IO-sensitive and IO-insensitive tumors. $CORT Should trade [--] by the PDUFA on 7/11/2026 If approved it will add another revenue stream potentially above 2B Plus 2B from Korlum It makes the stock undervalued at 3.9B MC $CORT Should trade [--] by the PDUFA on 7/11/2026 If approved it will add another revenue stream potentially above 2B Plus 2B from Korlum It makes the stock undervalued at"  
[X Link](https://x.com/anyuser/status/2014560778989318573)  2026-01-23T04:48Z [---] followers, [----] engagements


"$CORT Should trade [--] by the PDUFA on 7/11/2026 If approved it will add another revenue stream potentially above 2B Plus 2B from Korlum It makes the stock undervalued at 3.9B MC $CORT Canaccord thinks thar the sell off last day of [----] is a buying opportunity Korlum is expected to generate 2B plus potential approval in ovarian in Jul'26. Platinum resistant ovarian is a big market. IMGN was aquired for 10B just for that. CORT MC is 3.6B $CORT Canaccord thinks thar the sell off last day of [----] is a buying opportunity Korlum is expected to generate 2B plus potential approval in ovarian in"  
[X Link](https://x.com/anyuser/status/2014066350294016021)  2026-01-21T20:03Z [----] followers, [----] engagements


"41.7% ORR in 2L+ NSCLC with a TIL therapy from China. no IL2 reduced LDC but added anti-PD1. Interesting $IOVA Shanghai Juncell Therapeutics presented its first registrational Phase I clinical data on TIL therapy GC101 for the treatment of advanced late-line NSCLC in ESMO-IO. https://t.co/Mfg8YVYtZP GC101 is a modified natural TIL regimen using reduced-intensity preconditioning and Shanghai Juncell Therapeutics presented its first registrational Phase I clinical data on TIL therapy GC101 for the treatment of advanced late-line NSCLC in ESMO-IO. https://t.co/Mfg8YVYtZP GC101 is a modified"  
[X Link](https://x.com/anyuser/status/2014536873687794166)  2026-01-23T03:13Z [---] followers, [---] engagements


"Shanghai Juncell Therapeutics presented its first registrational Phase I clinical data on TIL therapy GC101 for the treatment of advanced late-line NSCLC in ESMO-IO. GC101 is a modified natural TIL regimen using reduced-intensity preconditioning and no IL-2 in this refractory population. ORR was 41.7% (5/12 95% CI 15.2-72.3 %). Median DOR was not reached. Disease control rate was 66.7% (8/12 95% CI 34.9-90.1% [--] PR and [--] SD). Last month Juncell submitted HKSE IPO application. https://x.com/chuminhua432/status/1998734325878239341s=20"  
[X Link](https://x.com/anyuser/status/2014252005716541682)  2026-01-22T08:21Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing