Iovance Biotherapeutics Inc. (IOVA) reported its fourth‑quarter 2025 financial results, posting revenue of $86.7 million to $87.1 million—an increase of roughly 30% from the $63.5 million earned in the prior quarter and a 61% year‑over‑year rise. The uptick was driven by a 112% surge in Amtagvi sales, the company’s first‑in‑class tumor‑infiltrating lymphocyte therapy, which accounted for the bulk of the revenue growth.
The company’s earnings per share for the quarter were $‑0.18, slightly above the consensus estimate of $‑0.22 and in line with the $‑0.17–$‑0.18 range reported by most analysts. The modest miss relative to the $‑0.22 estimate was largely attributable to higher operating expenses associated with ramping up manufacturing capacity and early‑stage clinical trial costs, which offset the benefit of stronger sales.
Gross margin expanded to 50% from 43% in Q3 2025, a 7‑percentage‑point lift that reflects both a higher mix of high‑margin Amtagvi revenue and improved operational efficiency from internalizing manufacturing at the Iovance Cell Therapy Center. The margin improvement signals that the company is successfully scaling its production model while maintaining pricing power in a competitive cell‑therapy market.
Iovance reaffirmed its full‑year 2025 revenue guidance of $250 million to $300 million. The reported full‑year revenue of approximately $264 million falls comfortably within that range, indicating that the company’s demand trajectory for Amtagvi remains on track. Management emphasized that the company is well positioned for future profitability as it continues to refine its manufacturing processes and expand its clinical pipeline.
The company also highlighted progress in its pipeline, noting that the FDA granted Fast Track designation for lifileucel in previously treated non‑small‑cell lung cancer and that early data in soft‑tissue sarcomas are promising. These developments suggest potential for additional revenue streams beyond Amtagvi in the coming years.
Overall, the earnings release demonstrates that Iovance is executing on its commercial strategy, achieving significant revenue growth, and improving margins, while maintaining a solid cash position of $303 million that should support operations through Q3 2027.
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