- Positions
- 2
Opened position · May 27, 2026
Went long $IOVA at $4.34, 37% above the run's low. The trade is up 241% from entry.
Entry to peak
+254%Entry
$4.34
May 27, 2026
Peak
$15
Oct 21, 2026
Current price
$15
+241%now
- Entry vs the low
- 37% above the low
- low $3.18 on Apr 7, 2026
- Max drop since entry
- −30%
- Jul 22 → Aug 3, 2026
- Current price
- $15
- +241% from entry
The journey
Trade 1
LongEntry to peak +254%Ranked trade30D return −3%Opened position
LongIOVAEntry: $4.3430D return: −3%
May 27, 2026, 18:38 UTC
Took a large equity and call position in $IOVA at $3.60 & $3.90 entry. @BIOTECHSCANNER one of the best there is for $IOVA alpha tracking. He’s worth a follow. Will post a full thesis & DD later tonight but tldr is that TIL therapy, imho, is one of the best possible CURES for metastatic solid tumor neoplasia with an actual fda approved product that is expensive but effective. Competition have died on the alter of comparative clinical trials and IOVA is primed as an M&A candidate.
Trade 2
LongEntry to peak +210%Current return +199%Opened position
LongIOVAEntry: $4.96Current return: +199%
Aug 6, 2026, 11:41 UTC
Record growth in $IOVA Amtagvi revenue means this will be a massive money maker if TIL therapy gets approved for other solid tumor types This revenue growth ALSO makes @IovanceBio more attractive of a M&A candidate since they almost certainly can’t scale Amtagvi themselves if it t.co/fPqn1RLvkg
Added to position · 2 times
LongIOVAAvg price: $7.57Current return: +199%
Aug 14, 2026, 14:51 UTC to Sep 9, 2026, 14:39 UTC
Show all 2 trades
Added at $6.47Aug 14, 2026, 14:51 UTC
Rotated some $ABCL profits into nibbling more $IOVA. Already have a fuckton of exposure from $3.68 but wanted a little more. Cant stress enough how important cellular immunotherapy will be in the years ahead. Core Portfolio atm: $IOVA - biotech/cellular immunotherapy $BB - t.co/GvuJQqMdfb
Added at $8.68Sep 9, 2026, 14:39 UTC
I bought more $IOVA today at $8.53 Tomorrow the entire C-suite is attending the Wells Fargo Biotech Fireside Chat at 10am EST. I think the team will provide new forward guidance for earnings and potentially hint at upcoming clinical data. I also believe that the UAE dont
Trimmed position · 2 times
LongIOVAAvg price: $11Current return: +199%
Sep 20, 2026, 01:12 UTC to Sep 25, 2026, 16:16 UTC
Show all 2 trades
Trimmed at $10, +107% from entrySep 20, 2026, 01:12 UTC
Odd things happening in the middle east tonight. Probably nothing but took a lot of chips off the table anyway just in case. Worth watching t.co/T7FkBLDTm8
Trimmed at $11, +123% from entrySep 25, 2026, 16:16 UTC
@S_PT_Edge @Uber just derisking across the board given rates I have zero worries about BB, i just slowly add
Added to position
LongIOVAPrice: $14Current return: +199%
Sep 29, 2026, 13:52 UTC
There's always a bull market somewhere. Cashing out my last tranche of $IOVA $5 2028 calls bought at $3.60 here. Cashing out half of my 12.50 2028 calls bought at $8. Everything gets converted to spot. This is a genuine cure for cancer with ESMO data next month. You dont sell t.co/4z0j1aFEoV
Trimmed position
LongIOVAPrice: $14Current return: +199%
Sep 29, 2026, 13:52 UTC
There's always a bull market somewhere. Cashing out my last tranche of $IOVA $5 2028 calls bought at $3.60 here. Cashing out half of my 12.50 2028 calls bought at $8. Everything gets converted to spot. This is a genuine cure for cancer with ESMO data next month. You dont sell t.co/4z0j1aFEoV
Added to position
LongIOVAPrice: $15Current return: +199%
Oct 20, 2026, 23:04 UTC
$BB is getting ready to absolutely fuck. $CRON too now that the European market has been confirmed with completion of the canAdler M&A. $IOVA is curing cancer. Enough said. $LPTH has disappointed but wont HTF imo. *Commodities are all down but I continue to add at key levels t.co/dTosIiDkMw
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