@@sharkgrayc7z06corvette9 yes I am disappointed with $IOVA's price action while $SMMT & $TIL are way overbought. Nothing wrong. Just $IOVA at-the-market offering + $XBI pull back lowering $IOVA stock price temporarily
A significant number of MM patients are not eligible per FDA label so the 20k TAM should be reduced. From KOL commentary, only about 25% of MM patients would be within label.
You are correct. I jump the logic flow in the video to save time. The nuance here is that once Iovance finsihed the TIL-301 confirmatory trial and got a full approval, Amtagvi will be eligible to more MM patients
@@MoneyPigTrading I was not referring to going to front-line, but rather looking at the label warning. Patients with pulmonary, cardio, renal or untreated/controlled brain mets should not be treated because of the risk with IL-2. This eliminates a lot of MM patients. The numbers you note may be hit once IOV-5001 comes to market, but it is really too early to judge when/if that will happen.
EVX-01+Keytruda Phase 2 on 09/14/2024 at ESMO? I think that one has very low chance of success. But yes, if the data looks good, it could threaten $IOVA
SMMT ran to over $30 with no revenue and still 4-5 years away before US approval. Surely we should hit $40 with all the landmarks.
@@SpiritualSchmuck totally agree. This $SMMT is way overbought for only positive phase 3 trials in china
Really good analysis
@@mikeyost8312 😊 thank you
“Friendly reminder” - love it!
@@tysonreynoldson3366 lol glad you got the joke
Any updates on IOVA? Nice recent increase in price but momentum seems to have haunted now
@@sharkgrayc7z06corvette9 the whole market is pulling back
@@MoneyPigTradingis something wrong with IOVA? All it does is sell off. I would have thought IOVA would have taken off like SMMT…
@@sharkgrayc7z06corvette9 yes I am disappointed with $IOVA's price action while $SMMT & $TIL are way overbought. Nothing wrong. Just $IOVA at-the-market offering + $XBI pull back lowering $IOVA stock price temporarily
Closed above $10 👍
Flirting with $12 plus here
A significant number of MM patients are not eligible per FDA label so the 20k TAM should be reduced. From KOL commentary, only about 25% of MM patients would be within label.
You are correct. I jump the logic flow in the video to save time. The nuance here is that once Iovance finsihed the TIL-301 confirmatory trial and got a full approval, Amtagvi will be eligible to more MM patients
@@MoneyPigTrading I was not referring to going to front-line, but rather looking at the label warning. Patients with pulmonary, cardio, renal or untreated/controlled brain mets should not be treated because of the risk with IL-2. This eliminates a lot of MM patients. The numbers you note may be hit once IOV-5001 comes to market, but it is really too early to judge when/if that will happen.
Aren't we supposed to get some frontline update with Merck before year ends? Or is that wishful thinking?
EVX-01+Keytruda Phase 2 on 09/14/2024 at ESMO? I think that one has very low chance of success. But yes, if the data looks good, it could threaten $IOVA
They will be bought before 2026.
Good thing for stock or no?
@@KyTheRealestI think it's good because it shows the value of this treatment in western medicine. But people been sleeping on them.