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SG Movers for Thursday: DBS Was the Top Gainer
Wilmar's Refining Margins Could Remain Under Pressure -- Market Talk
Wilmar International Shares Drop After Weak 1Q Earnings Linked to Mideast Conflict
Wilmar International's Net Profit Drops 23% in Q1
Wilmar International: Profits From Plantation, Sugar Milling Segment Lower >F34.SG
Wilmar International: Steady Sales Volume, Rev Growth Due to Higher Sales Activities Across Core Segments >F34.SG
investiniova : Stock $Iovance Biotherapeutics (IOVA.US)$ at $3.31. Earnings dropping early May. Options pricing ±27% expected move.
Barbell positioning: 234 calls at $4.00, 70 puts at $2.50. Market expects a big move, doesn't know which way.
Under the hood:
Amtagvi growing ~30% sequentially in Q4 2025
44% real-world ORR beating the 31% pivotal number
Manufacturing internalized Q1 2026 = margin expansion
NSCLC registrational data coming this year
Sarcoma registrational trial starting Q2
Cash into Q3 2027
Setup is asymmetric. Beaten down, negative sentiment, elevated short interest, but business is improving. Q1 either confirms the recovery or creates another entry for the longer thesis.
Long and holding. NSCLC later this year is the real catalyst.
What are you watching?
_MK_Watcher_ : The gravity is rather strong to pull 22c from 383 to 361