NASDAQ$IOVA

Iovance Biotherapeutics Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Iovance reported Q3 2024 financial results with significant demand for Amtagvi™ and total product revenue of $58.6M.

Iovance Biotherapeutics reported a net loss of $83.5 million for Q3 2024, with revenue of $58.6 million driven by Amtagvi and Proleukin sales. The company's cash position as of September 30, 2024, was approximately $403.8 million, expected to fund operations into early 2026.

  • Total product revenue reached $58.6 million in Q3 2024.
  • Amtagvi revenue was $42.1 million for completed infusions in Q3 2024.
  • Proleukin global revenue was $16.5 million in Q3 2024.
  • Cash position as of September 30, 2024, was approximately $403.8 million, expected to fund operations into early 2026.

Headline financials

Total Revenue

$58.6M

Previous: $469K+12385.1%
EPS

-$0.28

Previous: -$0.46+39.1%
Capital Expenditures

-$6.9M

Previous: -$18.8M+63.2%
Free Cash Flow

-$90.4M

Previous: -$133M+31.8%
Net Income

-$83.5M

Previous: -$114M+26.6%
Operating Income

-$89.1M

Previous: -$118M+24.8%
Gross Profit

$18.7M

Previous: -$3.87M+583.9%
Cash & Equivalents

$164M

Previous: $268M-38.7%
Total Assets

$991M

Previous: $852M+16.3%
R&D Expense

$68.2M

Previous: $87.5M-22.0%
Stock-Based Comp

$31M

Previous: $15.8M+96.0%

Revenue & EPS history

Iovance · Revenue · Quarterly

$58.6M

Q3 2024+12,385.1%vs Q3 2023
Beat estimate in 4 of 12 quarters(33%)
ActualEstimate

Forward guidance

Iovance reaffirms guidance of $160-$165M for FY24 and $450-$475M for FY25 of Total Product Revenue. Marketing Authorization Applications Validated and Accepted for Review by European Regulatory Authorities for Potential Approval Starting with the UK in 1H2025 and EU and Canada in 2H2025.

Tailwinds

  • Reaffirming guidance of $160-$165M for FY24 of Total Product Revenue.
  • Reaffirming guidance of $450-$475M for FY25 of Total Product Revenue.
  • Marketing Authorization Applications Validated and Accepted for Review by European Regulatory Authorities for Potential Approval Starting with the UK in 1H2025.
  • Marketing Authorization Applications Validated and Accepted for Review by European Regulatory Authorities for Potential Approval in EU and Canada in 2H2025.
  • Enrollment Accelerating in IOV-LUN-202 Registrational Phase 2 Trial in Post-anti-PD-1 NSCLC

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 Q3 2024

Historical avgQ3 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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