Updated
The most significant concentration Iovance Biotherapeutics discloses is TILVANCE-301 (Amtagvi confirmatory Phase 3), classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Iovance Biotherapeutics’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1: 'TILVANCE-301, is designed to support a registrational path for lifileucel ... to support full U.S. approval for Amtagvi® in post-anti-PD-1 advanced melanoma'”
“10-K Item 1: 'Our top priority is to drive commercial success of Amtagvi® for previously treated advanced melanoma'”
“10-K Item 1: 'manufacturing and supply agreement with Boehringer Ingelheim Biopharmaceuticals GmbH, to carry out the processing, manufacturing, and supply of Proleukin® in unlabeled vials'”
The company's concentration profile is defined by a confirmatory trial exposure, a single approved product, and a manufacturing supply dependency. The TILVANCE-301 trial is designed to support a registrational path for lifileucel and full U.S. approval for Amtagvi in post-anti-PD-1 advanced melanoma, a high-share pipeline concentration with a mixed character — structural in that it reflects the company's chosen regulatory strategy, and idiosyncratic in that the outcome of a single confirmatory trial carries binary consequences for the product's commercial durability. Amtagvi (lifileucel) is identified as the company's top commercial priority, a moderate-share product exposure with a mixed character. The commercial launch is underway, but the product's approved status is predicated on completion of the confirmatory trial, which means the product concentration and the trial concentration are closely linked — a failed TILVANCE-301 readout could affect both the regulatory standing of the approved product and the company's growth trajectory. Compounding those exposures is a moderate manufacturing dependency on Boehringer Ingelheim Biopharmaceuticals GmbH, which supplies Proleukin in unlabeled vials under a manufacturing and supply agreement. Proleukin is a critical component of the lifileucel manufacturing process, and a disruption at Boehringer Ingelheim could constrain production capacity independent of demand or regulatory status. The three disclosures are interrelated: trial outcome, product commercialization, and manufacturing supply all converge on the same single-asset franchise. That linkage makes the confirmatory trial the most consequential near-term variable to monitor.
For the engine’s reasoning on IOVA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| IOVA● | Iovance Biotherapeutics, Inc. | 1 | 2 | 0 | 3 |
| ACLX | Arcellx, Inc. | 1 | 1 | 0 | 2 |
| AGIO | Agios Pharmaceuticals, Inc. | 1 | 0 | 0 | 1 |
| ALMS | Alumis Inc. | 1 | 0 | 0 | 1 |
| ADMA | ADMA Biologics Inc | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.