NASDAQ$IOVA

Iovance Biotherapeutics Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Iovance reported Q2 2024 earnings with strong Amtagvi launch momentum.

Iovance Biotherapeutics reported a revenue of $31.1 million for Q2 2024, driven by the launch of Amtagvi and continued Proleukin sales. The company's cash position as of July 24, 2024, is approximately $449.6 million, expected to fund operations into early 2026.

  • Total revenue for Q2 2024 was $31.1 million, including Amtagvi and Proleukin sales.
  • Amtagvi generated $12.8 million in revenue from completed infusions during Q2 2024.
  • Net loss for Q2 2024 was $97.1 million, or $0.34 per share.
  • Cash position as of July 24, 2024, was approximately $449.6 million.

Headline financials

Total Revenue

$31.1M

Previous: $238K+12969.7%
EPS

-$0.34

Previous: -$0.47+27.7%
Net Loss Per Share

-$0.34

No prior period
Total Product Revenue

$31.1M

No prior period
Research and Development Expenses

$62.1M

No prior period
Selling, General and Administrative Expenses

$39.6M

No prior period
Capital Expenditures

-$4.61M

Previous: -$15.2M+69.6%
Free Cash Flow

-$102M

Previous: -$122M+16.4%
Net Income

-$97.1M

Previous: -$107M+8.8%
Operating Income

-$102M

Previous: -$110M+7.4%
Gross Profit

-$262K

Previous: -$1.81M+85.5%
Cash & Equivalents

$229M

Previous: $230M-0.6%
Total Assets

$964M

Previous: $757M+27.3%
R&D Expense

$62.1M

No prior period
Stock-Based Comp

$30.5M

Previous: $16.7M+82.0%

Revenue & EPS history

Iovance · Revenue · Quarterly

$31.1M

Q2 2024+12,969.7%vs Q2 2023
Beat estimate in 4 of 12 quarters(33%)
ActualEstimate

Forward guidance

Iovance anticipates continued growth in Amtagvi demand and expects this growth to continue into 2025, 2026 and beyond. They provided product revenue guidance of $53-$55 Million for 3Q24, $160-$165 Million for FY24, and $450-$475 Million for FY25.

Tailwinds

  • Amtagvi and Proleukin demand remains strong and continues to increase.
  • ATC network expansion is expected to accelerate quarterly growth.
  • Company is expanding its global commercial footprint.
  • Company is expanding its proprietary manufacturing capabilities.
  • Company has a broad clinical pipeline.

Headwinds

  • Risks related to successful commercialization of products.
  • Risks related to market acceptance of products.
  • Risks related to ability to manufacture therapies.
  • Risks related to timing and ability to develop product candidates.
  • Effects of global and domestic geopolitical factors.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-1.0%

Avg return

Earnings day

+2.1%

Avg return

5 days after

-1.2%

Avg return

30 days after

37%

20 / 54 earnings

Positive

+36.3%

Q4 2019

Best reaction

-45.1%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.2%-12.7%+3.4%
Q4 2025+30.1%+33.6%+27.7%
Q3 2025+27.9%+46.4%+21.5%
Q1 2025-45.1%-46.1%-35.3%
Q4 2024-19.4%-23.0%-32.3%
Q3 2024-12.8%-20.2%-25.6%
Q2 2024+35.3%+46.5%+36.6%
Q1 2024-18.1%-19.9%-41.9%
Q4 2023-8.9%+72.3%+67.9%
Q3 2023-3.5%-8.1%+55.8%
Q2 2023+7.8%+0.1%-17.7%
Q1 2023+7.9%+5.5%+13.0%
Q4 2022+1.8%+2.5%-14.2%
Q3 2022+0.0%-7.0%-23.1%
Q2 2022+1.2%-0.2%-8.8%
Q1 2022-12.4%-17.2%-52.4%
Q4 2021+10.2%+9.4%+20.5%
Q3 2021+0.6%-0.2%-33.4%
Q2 2021+3.2%+2.1%+10.1%
Q1 2021-2.4%-9.3%-38.7%
Q4 2020-5.4%-5.3%-27.3%
Q3 2020+2.2%-3.7%+8.9%
Q2 2020-5.3%-8.8%-0.7%
Q1 2020+1.2%+12.0%-4.3%
Q4 2019+36.3%+33.3%+29.4%
Q3 2019-0.7%+7.5%+12.5%
Q2 2019-3.5%-8.6%-14.6%
Q1 2019-5.5%-3.2%+61.2%
Q4 2018-1.7%+7.8%-9.0%
Q3 2018-3.2%-5.1%+5.3%
Q2 2018+6.9%+6.5%+23.3%
Q1 2018+0.7%+1.0%-16.2%
Q4 2017-8.6%-11.8%-21.2%
Q3 2017-6.5%+2.0%+18.3%
Q2 2017-5.1%-4.3%-1.7%
Q1 2017-9.8%-11.7%-24.8%
Q4 2016-1.3%+2.7%-10.1%
Q3 2016+5.1%+19.7%+2.6%
Q2 2016-2.1%-1.5%-11.1%
Q1 2016+4.4%
Q4 2015-5.4%
Q3 2015
Q4 2014+18.7%
Q1 2013-2.8%
Q2 2013-2.8%
Q4 2012+0.0%
Q3 2012-20.0%
Q2 2012-26.0%
Q1 2012+2.6%
Q4 2011-0.9%
Q3 2011-0.8%
Q2 2011-7.1%
Q1 2011+6.1%
Q4 2010+0.0%
Q3 2010-4.5%
Q2 2010
Q1 2010

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