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Iovance Biotherapeutics Inc (DE:2LB)
FRANKFURT:2LB
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.12Last Year’s EPS
-0.31Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed substantial commercial and operational momentum: strong revenue growth (Q4 $87M; FY $264M), sharp YoY growth in Amtagvi (112%), best-ever Q4 gross margin (50%), manufacturing internalization, extended cash runway to Q3 2027, regulatory progress (fast-track for lifileucel in NSCLC) and very encouraging early sarcoma signals (50% ORR in 6 evaluable patients). Offsetting these positives are outstanding execution risks — limited 2026 guidance at the time of the call, a cash runway that will require continued improvement or financing before Q3 2027, small sample size for the sarcoma data, ongoing enrollment and regulatory timing risk for registrational programs, and some dependence on distributor ordering dynamics. Overall, the highlights materially outweigh the lowlights, but continued execution on enrollment, approvals, margin improvements and cash management will be critical.Company Guidance
Strong revenue growth and improved margins
Q4 product revenue of $87M, ~30% growth quarter-over-quarter; full-year 2025 product revenue of ~$264M, up 61% year-over-year; Amtagvi revenue grew 112% YoY. Fourth-quarter gross margin from cost of sales improved to 50% (from 43% in Q3). Gross-to-net adjustments remained minimal at <2% for 2025.
Solid balance sheet and extended runway
Year-end cash position of approximately $303M. Management reports cash runway extended into Q3 2027 due to cost savings and operational discipline.
Accelerating commercial adoption of Amtagvi and large market opportunity
Amtagvi adoption accelerating across academic and community Authorized Treatment Centers (ATCs); management cites potential >30,000 previously treated advanced melanoma patients annually. Company projects Amtagvi + Proleukin could reach $1B+ U.S. sales at peak in melanoma, with non-squamous NSCLC opportunity ~7x larger (~50,000 addressable patients) and a stated U.S. NSCLC peak sales opportunity of up to $10B.
Manufacturing internalization and operational improvements
All lifileucel manufacturing transitioned to the U.S.-based Iovance Cell-Therapy Center (ICTC). Company reported highest manufacturing volume and highest commercial manufacturing success to date, reduced dropouts, modular ICTC capability to provide uninterrupted supply, and improved capacity utilization to reduce cost of sales.
Regulatory progress and clinical data for lifileucel (NSCLC)
Lifileucel in previously treated non-squamous NSCLC: objective response rate (ORR) 26%, disease control rate (DCR) 72%, median duration of response not reached after >25 months of follow-up. FDA granted fast-track designation for this indication; company is advancing toward a supplemental BLA with potential accelerated approval and launch in H2 2027.
Promising early sarcoma data
Pilot study in previously treated advanced undifferentiated pleomorphic sarcoma and dedifferentiated liposarcoma: 50% confirmed objective response rate among 6 evaluable patients. Company plans a single-arm registrational trial and sees sarcoma populations (UPS + DDLPS) as meaningful incremental market opportunity (company cites >8,000 patients in U.S. and Europe annually across sarcoma subtypes).
Commercial support products contributing to revenue
Proleukin is contributing meaningfully to revenue (management cites ~17% contribution for full year 2025). All three wholesalers reordered in Q4 and reorders continued into Q1; company implemented a ~9% price increase effective Feb 1.
DE:2LB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:2LB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | €2.45 | €2.59 | +5.46% |
Nov 06, 2025 | €1.59 | €1.98 | +24.72% |
Aug 07, 2025 | €2.21 | €1.61 | -26.94% |
May 08, 2025 | €2.80 | €2.80 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Iovance Biotherapeutics Inc (DE:2LB) report earnings?
Iovance Biotherapeutics Inc (DE:2LB) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Iovance Biotherapeutics Inc (DE:2LB) earnings time?
Iovance Biotherapeutics Inc (DE:2LB) earnings time is at May 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Iovance Biotherapeutics Inc stock?
The P/E ratio of Iovance Biotherapeutics is N/A.
What is DE:2LB EPS forecast?
DE:2LB EPS forecast for the fiscal quarter 2026 (Q1) is -0.12.