$IOBT Ok. I get it. No cash and needs a 2nd ph3. But market is really giving to credit to the company and the pipeline right now.
Basket trial readout later this year. Will probably raise then
$evax Wake up mr Market. BP outlisencing validating whole paltform. Small upfront but runway extended to mid 2027 + very decent potential future milestones. + potential for another license in 2026
$QURE What is the bear case here now?
Home run data
No competition
Potential launch by the end of 2026
Multibillion peaks sales potential
Good pipeline
What am I missing? Current MC is equal to revenue from treating just 1000 patients at $2M
$rvph Just started looking. I dont get it. They have a positive ph2 RCT and a positive ph3 RCT. Yet they cant do a decent cash raise and stock price constantly being destroyed. What am I missing about their product and potential?
$CAPR So FDA gave a CRL because HOPE 2 failed the primary endpoint (which is irrelevant to current BLA on cardiomyopathy indication) and because the submission is based on post-hoc analyses (which the pre-Prasad FDA suggested to use for BLA)... Very reasonable...
$lyra Cash runway through Q3 2026.
Plans to request NDA for non-polyp indication without 3rd RCT. I think FDA should accept but who knows. Huge potential catalyst
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