Bio/Tech @BioTechCash
special situations. not investment advice Joined November 2016-
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@resveratrol67 I would definitely say that makes sense.. strong possibility
$ALLR the way u see it is either we hit min $50-100 in a few months w crazy data or $15-20 w ph3.. I'm good either way ty..
Lets talk about the " $ALLR is a bust " case for a moment: It requires you to believe all this at once: start with the timing, because it changes how you read everything else. these moves aren't from last year when the trial kicked off. building infrastructure at the start of a
$ALLR Its straight out on clinicaltrials.gov clinicaltrials.gov/study/NCT06681…
@Jonny_fun_guy $ALLR alright, let me lay the whole thing out.. first, the concessions..single arm accelerated approval is real, we agree. it runs on clean ORR and DOR in a defined group, not OS, i agree. fast track and project optimus are not an FDA blessing, agreed, i wont claim they are.
$ALLR FACTS. LIKE IVE SAID MANY TIMES THIS IS A $10B COMPANY TRADING FOR $20M YOURE GETTING THIS DISCOUNT DUE TO OLD MANAGEMENT.. UNDER $20/SHR IS A GIFT
$ALLR why i think we're weeks to months away, not years i put out a thread on $ALLR yesterday, so this is the longer version, the full walk-through of why i think everything is converging right now and why i don't see this staying quiet much longer. a few weeks to a few months.
$ALLR None of this is a mistake... everything is converging
$ALLR 6/ notice the timing. IP lands in june, the certified lab in july, drug supply in Q3, and first cohort 2 data guided for late summer. all of it converging in one tight window. that kind of catalyst density is not accidental for a company this size. 6/
$ALLR to watch $CORT @$93 w $10b mkt cap..gosh the bar is so low... When this hits $50-70 after we get clinical results no one will care how many pennies it went up or down and a few weeks ago..
$ALLR Correct.. Open label with these moves at this point in the trial speaks louder than any press release for me.. The writing is on the wall..
$ALLR follow the plan
Reuters tonight reporting that $ABVX was indeed holding buyout these last weeks, according to 2 anonymous sources. This M&A “rumor” I completely believe. There was no reason for $ABVX to wait until the absolute end of June before releasing the part 2 data they already had
$ALLR Sneaky..notice how he didn't tag the ticker $ALLR on the correction watta fake loser
Reuters tonight reporting that $ABVX was indeed holding buyout these last weeks, according to 2 anonymous sources. This M&A “rumor” I completely believe. There was no reason for $ABVX to wait until the absolute end of June before releasing the part 2 data they already had
$CORT vs $ALLR pipeline -other indications
$CORT vs $ALLR I made comparison chart: efficacy -PROC
$ALLR if $CORT can hit back >$80 w >$9B mkt cap on their garbage drug i think we can hit that too??? our time will come..soon.
$ALLR hmmmm.. the loan, the buybacks, the conference circuit, the radio silence -it all points the same way. data etc : ) is coming. probably sooner than people think.. 10/
$ALLR In 10 days is summer...run up will begin and we can be $30-50 or more before you can blink on data.. adding adding
$ALLR Just more shorts to rek ha they have no idea
@jerryPopsGerald Yes! Waiting patiently on $allr.. cannot force anything When the time comes the time comes!! 😎
$ALLR FACTS JUST OPEN YOUR EYES
$ALLR to put it all together in one place: this is an open-label trial. management sees the patient data as it comes in. in real time. they are not guessing about what the results look like. with that context - they voluntarily took on $20M in non-convertible debt. no warrants.
$ALLR The main drug isn't ours?? The chemo is the main??? Temozolomide? Lol nope That's not how this works welcome to combo trials
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