NASDAQ$IOVA

Iovance Biotherapeutics Inc. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Iovance reported fourth quarter and full year 2023 financial results and corporate updates, highlighted by the ongoing U.S. launch of Amtagvi™ and progress in regulatory submissions in Europe, the United Kingdom, and Canada.

Iovance Biotherapeutics reported fourth quarter 2023 financial results, featuring a net loss of $116.4 million, or $0.45 per share, and revenue of $0.5 million from Proleukin® sales following its acquisition in May 2023. The company's cash position is expected to fund operations well into the second half of 2025, with the U.S. launch of Amtagvi™ underway and regulatory submissions planned in Europe, the UK, and Canada.

  • Amtagvi™ U.S. launch is fully underway following FDA approval as the first and only one-time, individualized T cell therapy for a solid tumor cancer.
  • Regulatory submissions for Amtagvi are on track in the European Union, United Kingdom, and Canada.
  • Amtagvi patients have been identified at nearly all of the 30 authorized treatment centers (ATCs), with approximately 50 ATCs anticipated to be ready by the end of May 2024.
  • Iovance had $346.3 million in cash, cash equivalents, investments and restricted cash at December 31, 2023.

Headline financials

Total Revenue

$482K

Previous: $0.00
EPS (adj)

-$0.45

Previous: -$0.64+29.7%
Net Loss Per Share

-$0.45

No prior period
Capital Expenditures

-$3.53M

Previous: $3.02M-216.8%
Net Income

-$116M

Previous: -$105M-10.5%
Operating Income

-$118M

Previous: -$107M-10.1%
Gross Profit

-$13.6M

No prior period
R&D Expense

$87.5M

No prior period
Stock-Based Comp

$14.4M

Previous: $19.5M-26.2%

Revenue & EPS history

Iovance · Revenue · Quarterly

$482K

Q4 2023
Beat estimate in 4 of 12 quarters(33%)
ActualEstimate

Forward guidance

Iovance expects its cash position, including net proceeds from a February 2024 stock offering and anticipated revenue from Amtagvi and Proleukin, to be sufficient to fund current and planned operations well into the second half of 2025.

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 Q4 2023

Historical avgQ4 2023

-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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