@TPattonWeather @ToddBlack1972 @pharmdaz @kainvests $17 zone.

Melanoma is turning into the proving ground for per-patient medicines. This week alone: TIL with lifileucel here, and personalized mRNA with intismeran from Moderna and Merck. Different settings, same bottleneck: making one batch per patient, fast and at scale. That's what decides how big either one gets.

@Dancingtapas @kainvests @CapExNick Seen anything good so far Sally?

@kainvests Thanks, I appreciate your insights and your presentation skills.

@kainvests @Dancingtapas Keep us posted on how things unfold please!

@kainvests

@DillCdill2001 I don't use stop loss, but that's not advice :)

@kainvests Wondering about stop loss price points? Any suggestions?

@pharmdaz My first post was about a trial from Iovance, then you added Moderna to the conversation and I think we addressed it from different places, but should now be aligned?

@BrettErmilio @pharmdaz @kainvests Margins 62 is my call

@kainvests @CapExNick Yes I am

@kainvests Your first post was literally about a clinical trial 🙄 It’s all good! Let’s enjoy the day

@kainvests Cheers to a hopefully good day, Kai🍻

You started talking about the clinicals, as you can see in the post above. I mentioned that I wasn't referring to that side of the clinicals. I elaborated later and proposed that you ask AI for the connection between antigens, mRNA vaccine, and TIL therapy, which is what I was referring to when I said 'this is positive for Iovance'. So the angle wasn't crystal clear. We were talking about two different things. :)

@CapExNick Hi Nick! I'm not in Madrid. I think @Dancingtapas might be based on her past posts?

@kainvests The angle was crystal clear - you were talking about what the stock expectation is and I gave you a perfect example from yesterday. Consolidating at $14 is reasonable but you’d be wise to zoom out.

@kainvests Hi Kai, will you be in attendance today for the readout?

@ToddBlack1972 @BrettErmilio @pharmdaz @kainvests Earnings are baked in already when they adjusted revenue. Between $13-14.88 likely.

@BrettErmilio @pharmdaz @kainvests Prediction on IOVA stock price after Q3 earnings?

Macro is running the show as much as anything on the daily. That is why I have said I personally believe their Q3 readout will have the greatest impact on stock price. The stock is here due to the company telegraphing strong data for these events (and for Lung). I believe earnings and the margins will be the determining factor the next ladder up.

@kainvests All me

@pharmdaz I meant that it seems you are using AI and talking from a completely different angle.

@pharmdaz @kainvests I think the vaccine could have an impact on revenue growth rate but IOVA will still grow. Unfortunately there is a lot of melanoma to treat

@kainvests Design has to prove itself… and AI?

@pharmdaz It’s about the underlying biological design! No AI, best to think!

@kainvests Kai - they aren’t even studying the same end points, or even the same patient population. $IOVA

@pharmdaz It’s not about that. It’s about antigens and the focus on personalised treatments and Iovance leading with the best data (durability especially).

Profoundly positive for $IOVA is a stretch. Amtagvi’s patients come from three places: melanoma that’s already advanced at diagnosis, relapse after surgery, and progression on first-line immunotherapy. Intismeran only touches the second group, and only for stage IIB to IV patients who get it. I don’t like the thought of someone taking 1/3 of my paycheck. This is only “profoundly positive” for patients, which it absolutely should be.

@pharmdaz This is all profoundly positive for IOVA. Iovance continues to lead the way. That said, not good for Moderna investors but perhaps it’ll go back up and they’ll be able to exit without incurring in too many losses

@kainvests $MRNA hit primary and secondary end points and we saw what happened with their valuation. I caution newer investors to understand that some enthusiasm is likely built in here and to NOT be surprised if today’s data is good and the stock is down. $IOVA

@Kheadley91 Yes! I was never expecting much from ESMO stock price-wise. Given the situation, there's plenty to celebrate. Let's see if we don't disappoint, and even if we don't, the market reacts positively! It's the latter that worries me most. A sell the news kind of thing. Let's see!

@kainvests All ESMO has provided so far is more great news for $IOVA. The price action right now is all hogwash amidst the backdrop of the midterm elections. Once the dust settles, the stock market as a whole should stabilize. Q3 and lung readout is our two shining stars. Patiently waiting