David H. Lerner focuses on long-term biotech investments using technical analysis, emphasizing price action and volume rather than traditional fundamentals. He targets small-cap biotech companies advancing beyond Phase 2 trials, especially those developing treatments for hard-to-treat diseases with novel approaches. Recent easing of regulatory challenges has reduced risks, creating opportunities after a sector-wide sell-off. Key stocks highlighted include CADL, IOVA, LBRX, and TGTX, which show resilience and pipeline progress despite market volatility.
The biotech sector's recent correction hasn't stopped interest in key players like TG Therapeutics and Iovance Biotherapeutics. On Pluang, as of Nov 09, 2026 11:21 WIB, TGTX trades at USD 60.00, down 2.64% for the day, while IOVA is priced at USD 8.07 with a sharper 7.24% decline. These figures highlight ongoing volatility even as investors watch for long-term gains in this space.
Iovance Biotherapeutics reported a strong Q3 with revenues up about 80% year-over-year and a gross margin of 60%. The company reaffirmed its 2026 revenue guidance of $410–$420 million and holds a solid cash reserve of $376 million, expected to last u...
Iovance Biotherapeutics' stock fell 46% following a downgrade to Hold due to over-optimism in its valuation. While the melanoma drug AMTAGVI (lifileucel) is gaining market traction, the potential for its use in non-small cell lung cancer (NSCLC) appe...
Iovance Biotherapeutics reported a record third quarter 2026 revenue of approximately $122 million, marking an 80% increase year-over-year driven by strong demand for its cancer therapy Amtagvi. The company highlighted significant clinical progress, ...
