IOVA at a glance
IOVANCE BIOTHERAPEUTICS, INC. (IOVA, SEC CIK 1425205) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), IOVANCE BIOTHERAPEUTICS, INC. (IOVA) reported revenue of $263.5 million (up 60.6% from FY2024) and a net loss of $391.0 million. Diluted EPS was -$1.09.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding IOVANCE BIOTHERAPEUTICS, INC. (IOVA) shares worth $702.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $263.5M
- +60.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $702.5M · −1 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Commercial-stage biopharma pioneering individualized tumor infiltrating lymphocyte (TIL) cell therapies for solid tumor cancers
- New/regulatory: Amtagvi approved in U.S. and Canada, pending UK/Australia 2026 approvals, withdrawn and resubmitting EU MAA in 2026
- Strategic shift: Transitioned all Amtagvi/lifileucel manufacturing in-house at FDA-approved iCTC facility, ending contract manufacturing early 2026
- Quantitative highlight: Over 1,500 patients treated with commercial/investigational TIL therapies; iCTC capacity >5,000 patients annually
- Noteworthy fact: Presented first real-world Amtagvi data (44% ORR) in 2026; advancing Phase 3 TILVANCE-301 trial combining lifileucel with pembrolizumab in frontline melanoma
Risk Factors
- Cybersecurity risk from internal systems and CROs, requiring increased resources to counter sophisticated threats
- Dependency on IT infrastructure vulnerable to security breaches impacting business operations
- Audit Committee oversight on internal controls risks related to cybersecurity threats
- Management led by VP, Infrastructure and Security with professional cybersecurity certifications tasked with risk management
- External cybersecurity consultants employed alongside internal team for enhanced protection measures
Management Discussion & Analysis
- Revenue $263.5M, up 61% YoY; Amtagvi $220.0M (up $116.5M), Proleukin $43.5M (down $17.0M)
- Cost of sales $173.2M, up 86%; R&D $300.3M, up 9%; SG&A flat at $152.3M; total expenses $666.9M, up 19%
- Best performing segment: Amtagvi revenue $220.0M, worst: Proleukin revenue down 28% to $43.5M
- No explicit cash flow, buybacks, dividends data provided; capex details not disclosed
- Outlook: expect European MAA resubmission in 2026; ongoing clinical trials in multiple indications; focus on global commercial expansion and manufacturing optimization
AI summary of the IOVA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $99.3M, up 66% YoY from $60.0M
- Amtagvi revenue $90.7M, up 68% YoY; Proleukin $8.6M, up 46%
- Cost of sales $43.6M, down 11% YoY; total costs and expenses $151.2M, down 13%
- Near-term expansion: Australia authorization, UK expedited review with potential approval later in 2026, EU resubmission planned in 2026 or 2027
Risk Factors
- Newly added tax risk: OBBBA changes and ACA premium-credit expiration expected to reduce Marketplace coverage by approximately 24 million people
- Most materially updated financial risk: Cash resources $303.7 million at June 30, 2026, insufficient for planned manufacturing expansion
- Regulatory risk: FDA or foreign authorities may impose post-marketing requirements requiring substantial time, effort, and money
- Operational risk: Workforce reduction of approximately 19% may disrupt operations and delay strategic initiatives
- Financial risk: $1.7 billion in federal NOL carryforwards faces Section 382 limitations after future ownership changes
AI summary of the IOVA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Iovance updated full-year 2026 revenue guidance, signaling a changed outlook for investor expectations
- Exhibit 99.1 contains the revised revenue outlook and supporting details
Item EX-99.1: Item EX-99.1
- FY2026 revenue guidance raised to $410–$420 million from $350–$370 million
- New midpoint up $55 million, approximately 15%, implying nearly 60% annual revenue growth
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 references Exhibit 99.1 for Iovance’s fiscal-year results and related disclosures
- Exhibit 99.1 is furnished, not filed under Exchange Act Section 18, limiting associated liability
Item EX-99.1: Item EX-99.1
- Q2 revenue $99.3M, up 66% YoY and 39% sequentially, signaling accelerating Amtagvi commercialization
- U.S. Amtagvi revenue ~$91M, up 40% from 4Q25, with gross margin reaching 56%
AI summaries of IOVA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IOVA
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- Fund moves. Which tracked funds opened, added or cut IOVA, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Berkowitz Noah | A | Sep 30, 2026 | 135,000 | - |
| Berkowitz Noah | A | Sep 30, 2026 | 180,000 | - |
| Berkowitz Noah | A | Sep 30, 2026 | 135,000 | - |
| Vogt Frederick G | M | Sep 8, 2026 | 15,626 | - |
| Vogt Frederick G | M | Sep 8, 2026 | 15,626 | - |
| Vogt Frederick G | F | Sep 8, 2026 | 6,638 | $8.70 |
| BILINSKY IGOR | F | Sep 8, 2026 | 3,976 | $8.70 |
| Puri Raj K. | F | Sep 8, 2026 | 4,478 | $8.70 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $164.1M | $263.5M |
| Operating Income | -$460.6M | -$395.3M | -$403.4M |
| Net Income | -$444.0M | -$372.2M | -$391.0M |
| Op. Margin | - | -240.9% | -153.1% |
| Net Margin | - | -226.8% | -148.4% |
| Balance Sheet | |||
| Total Assets | - | $910.4M | $913.2M |
| Equity | - | $710.4M | $698.6M |
| ROE | - | -52.4% | -56.0% |
| Per Share | |||
| EPS | $-1.89 | $-1.28 | $-1.09 |
| Cash Flow | |||
| Operating CF | -$361.8M | -$353.0M | -$302.4M |
| CapEx | - | $11.1M | $33.8M |
Source: XBRL data in IOVANCE BIOTHERAPEUTICS, INC. (IOVA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IOVA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $702.5M |
| Q1 2026 | 29 | $529.4M |
| Q4 2025 | 28 | $389.0M |
| Q3 2025 | 27 | $241.2M |
| Q2 2025 | 28 | $196.8M |
| Q1 2025 | 25 | $242.9M |
| Q4 2024 | 19 | $403.1M |
| Q3 2024 | 16 | $246.1M |
- State Street Corp+7.03M (+40%)
- BlackRock+5.88M (+19%)
- Two Sigma Investments+5.32M (+39%)
- Dimensional Fund Advisors+3.81M (+144%)
- AQR Capital Management+3.25M (+520%)
- D.E. Shaw & Co−5.87M (-73%)
- Goldman Sachs Group−3.66M (-42%)
- Bank of America Corp−3.50M (-41%)
- Morgan Stanley−1.21M (-20%)
- Millennium Management−888.4K (-9%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 200 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IOVA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - |
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IOVA SEC filings: frequently asked questions
Which institutions hold IOVA stock?
As of June 30, 2026, the largest IOVANCE BIOTHERAPEUTICS, INC. (IOVA) holders among the 13F filers tracked by SignalX were BlackRock ($153.7 million), State Street Corp ($101.8 million), Two Sigma Investments ($79.1 million), Vanguard Capital Management LLC ($75.7 million), Vanguard Portfolio Management LLC ($59.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IOVA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), IOVANCE BIOTHERAPEUTICS, INC. (IOVA) reported revenue of $263.5 million (up 60.6% from FY2024) and a net loss of $391.0 million. Diluted EPS was -$1.09. The figures come from the XBRL data in the 10-K.
What are the main risks in IOVA's latest 10-K?
In the 10-K filed February 24, 2026, IOVANCE BIOTHERAPEUTICS, INC. (IOVA) flagged: Cybersecurity risk from internal systems and CROs, requiring increased resources to counter sophisticated threats. Dependency on IT infrastructure vulnerable to security breaches impacting business operations. (AI summary of the Risk Factors section.)
What did IOVA report in its latest 8-K?
IOVANCE BIOTHERAPEUTICS, INC. (IOVA) filed an 8-K on September 29, 2026 reporting Item 8.01 (Other Events). Iovance updated full-year 2026 revenue guidance, signaling a changed outlook for investor expectations.
What are the latest IOVA SEC filings?
IOVANCE BIOTHERAPEUTICS, INC. (IOVA) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 2, 2026.
What is IOVA's SEC CIK number?
IOVANCE BIOTHERAPEUTICS, INC. (IOVA)'s SEC Central Index Key (CIK) is 1425205. EDGAR lists every IOVA filing under that number.
Ask anything about IOVA
The research agent reads IOVA's filings, financials, insider trades and 13F holders, then answers with sources.