Bio/Tech

special situations. not investment advice

[Bio/Tech @BioTechCash]

$ALLR FACTS JUST OPEN YOUR EYES

[Ceazar @Ceazar_Black]

$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. no equity kicker. a debt-free company that chose structured debt with a hard maturity cliff over the easy path of selling a few million shares quietly into the market.
they ran two consecutive $5M buyback programs back to back. spent $3.45M buying their own stock. while carrying that debt.
the VA -which had access to approved PARP inhibitors -switched their trial to stenoparib and fully funded it. the FDA granted Fast Track months later. two independent institutions reached the same conclusion.
and now cohort 2 is enrolling with healthier patients and a higher dose arm than the one that already produced 22-month median overall survival(& some over 35 months) in a population where median survival without treatment is 3 to 6 months.
every single one of these decisions was made by people who can see the data. the loan structure, the buybacks, the refused equity options, the Lonza manufacturing contract - none of this is the behavior of a management team that is uncertain about what is coming.
$25M market cap. trading at a small premium to cash. interim data readout approximately 3 months away.

[Bio/Tech @BioTechCash]

@aravind_233 @Moneymanrupert @kanu1483076 Lol

[Bio/Tech @BioTechCash]

$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

[Bio/Tech @BioTechCash]

$ALLR To quote:

"Stenoparib’s ability to cross the blood-brain barrier adds further clinical relevance in SCLC, where brain metastases are a common and difficult-to-treat complication."

https://t.co/6lUgl4XjpS

[Bio/Tech @BioTechCash]

$ALLR $5B/16m shares $312/shr Id say min 15-20B mkt cap if indication for colorectal and/or SCLC pans out..not to mention since it passes blood-brain barrier huge potential there as well as well as many others...just doing math..

[Bio/Tech @BioTechCash]

$ALLR if $CORT can hit $70 (7.5B mkt cap) with an absolute horror show of a label id say we can hit at least $5B dont ya think???? $300/shr sounds good to me...Ill ask for more if we get SCLC and colorectal..then my price goes to 1000-1300ish

[Bio/Tech @BioTechCash]

$ALLR if $CORT can hit $70 (7.5B mkt cap) with an absolute horror show of a label id say we can hit at least $5B dont ya think???? $300/shr sounds good to me...Ill ask for more if we get SCLC and colorectal..then my price goes to 1000-1300ish

[Bio/Tech @BioTechCash]

$CORT

Reminder

[Bio/Tech @BioTechCash]

$ALLR Remember this is nothing... pennies.. this should be min $20-30/shr for where we are right now...

[Bio/Tech @BioTechCash]

$ALLR remember the trial is open label 😉😉😉 making mooovves

[Ceazar @Ceazar_Black]

$ALLR tldr: VA fully funded SCLC ph2 trial -Replacing a known & billion $$ approved PARPi. FDA gave Fast Track. board ran and is running two consecutive $5M buybacks. took $20M in non-convertible debt rather than sell a share. Lonza making supply now. two patients alive 30+ months mOS is 22m. median survival in this disease: 3-6 months. $29m cash. $22M market cap. connecting the dots??

[Bio/Tech @BioTechCash]

@ganta077 @Ceazar_Black @BiotechXGuru Wow about time!!

[Bio/Tech @BioTechCash]

$ALLR run-up to begin within next few weeks imo.. I wonder if they do IGCS/ESMO or the like

[Ceazar @Ceazar_Black]

$ALLR first patient enrolled in Cohort 2 was June 2, 2025. The company said at the time: "the trial is expected to generate significant clinical data by late summer 2026." today is May 19, 2026. let's do the math. 1/

https://t.co/5m8XtlE9VT

[Bio/Tech @BioTechCash]

$ALLR incredible this is about time.. I think apex clears about 20-40% of all retail trading value in the United States so this is huge. Honestly I don't even know how it was legal for them to do that but whatever bygones are bygones

[Market Access Watch @MktAccessWatch]

The buy button appears to be back on Webull for $SMX $GRDX $ENSC $VTAK $ENVB $ALLR $KUST $HCTI $ABTC.

This matters beyond one app. Apex-connected platforms include @WebullGlobal @public @SoFi @M1Finance @Ally @tastytrade @Firstrade @Stash @CashApp and others.

[Bio/Tech @BioTechCash]

$ALLR

[Bio/Tech @BioTechCash]

$ALLR

[Bio/Tech @BioTechCash]

$ALLR hey shorty when TJ comes your way better watch out instant 15-20x on hot hot data and you'll declare bankruptcy and foreclose ur house and get rekt and face mogged by the true chads of Allarity sorry not sorry hahha
Never did this before it feels good to post like this lol

[Bio/Tech @BioTechCash]

$ALLR is this what shouting into the void looks like? 😂

[kanu @kanu1483076]

$ALLR Let's face it, the company is currently working to attract investors to survive, while management is trying to secure its own position. There's talk of working with an investor protection focus, but the actions don't reflect that at all.

[Bio/Tech @BioTechCash]

$ALLR Whoa! feed me this in my bones..all u clowns will see that this really is a billion $$ PARPi educate yourselves

[Tundrion @tundrion]

$ALLR full investment thesis published today at https://t.co/DvNpX6RT57 — mechanism, clinical data, competitive landscape, capital structure, DRP platform, valuation, and the niraparib precedent. 26 pages, 26 sources, all from primary documents. 19/19

https://t.co/Mi6WtvkrMp

[Bio/Tech @BioTechCash]

@wwjshort Tiny Phase 1 bios w basically nothing approved are getting bought for billions all the time.
Merck just grabbed Terns (like 60 employees, Phase 1/2 asset) for ~$5.7B cash.
Servier paid $2.5B for Day One. Gilead dropped up to $5B on Tubulis, an ADC company still in early trials.

[Bio/Tech @BioTechCash]

$ALLR

Ignore the noise.

Know what you have.

Counting pennies when what you have is worth billions..

[Ceazar @Ceazar_Black]

$ALLR updated/modified graph to include more info..

[Bio/Tech @BioTechCash]

$ALLR tbh old management was a real gift..if not for them how would we be getting this at a 99% discount? Wild!