Bio/Tech

special situations. not investment advice

[Bio/Tech @BioTechCash]

$ALLR dude look at all of bio everything has been down the past few weeks and today TEM MRNA etc etc look at the XBI

[BiotechXguru @BiotechXGuru]

$ALLR stick a fork on this pos. So far my biggest loser and bad investment. Only time will tell if I can recover from this disaster

[Bio/Tech @BioTechCash]

$ALLR the oldest trick in the book b4 good stuff comes shake the weak..see ya all on the other side!!

[Bio/Tech @BioTechCash]

$ALLR Yes, >1B mkt cap?? Absolutely.. just these clowns have an issue looking past the current moment. I know how to see past that. That's what makes me different. Fundamentals are ROCK SOLID.

[Bio/Tech @BioTechCash]

$ALLR and now $RETO is .27 yea Chinese trash

[Bio/Tech @BioTechCash]

$ALLR update $RETO now .50

[Bio/Tech @BioTechCash]

$ALLR update $RETO now .50

[Bio/Tech @BioTechCash]

$ALLR yeah a dime a dozen of these every day especially when the market is in the mood.. who can predict??

And where is it now??

$RETO back to 1.80 from 20 mid day total scam

[Bio/Tech @BioTechCash]

$ALLR yeah a dime a dozen of these every day especially when the market is in the mood.. who can predict??

And where is it now??

$RETO back to 1.80 from 20 mid day total scam

[BiotechXguru @BiotechXGuru]

$ALLR get that $RETO volume here in ALLR and let’s see $20 to start with ?

[Bio/Tech @BioTechCash]

$ALLR just in case you're wondering.. pls don't ask if I'm selling a single share until this is min $150... Pry it out of my cold bloody dead hands.

[Bio/Tech @BioTechCash]

$ALLR
I missed this but nice to see! esp renaissance

https://t.co/6VLn3Bwfkm

[Bio/Tech @BioTechCash]

$ALLR some of you guys laugh when I say $BILLIONS.... but like the wise man said the one that laughs last laughs best.. I'll see you on the other side.

[Bio/Tech @BioTechCash]

$ALLR the thing about AI models is they're only as good as the data behind them. allarity's been building drug-specific gene expression signatures for years, 414 genes for the stenoparib DRP, 18 patents granted, validated across dozens of drugs. us exclusivity to april 2042.DRP!

[Ceazar @Ceazar_Black]

$ALLR $MRNA huge news this morning on their personalized melanoma vaccine. $PSNL $TEM both bid premarket, and that's the part i'd watch. those two sit in the molecular testing layer that decides who even gets the therapy.
imo you see inflows into this space. $xbi is up huge. money is already moving back into small/mid cap biotech.
and this has been a massive year for cancer treatment. we're only a few months off $RVMD oral RAS(ON) inhibitor doubling OS in pancreatic, 13.2 vs 6.7 months.
personalized and targeted is where this is going. good data is getting rewarded again. stage is being set. $ALLR & DRP, your time has come.

[Bio/Tech @BioTechCash]

$ALLR true true.. but a good share of $CORT mkt cap is due to their ovarian 💩 chemo junk which was approved a few months ago.. those revenues were largely in place also in April when it was $28..now 4x that

[Phantom @cryptowarrior39]

@BioTechCash $CORT is a commercial-stage revenue machine, completely different setup than $ALLR

The real blueprint is ImmunoGen/Elahere: targeted biomarker, high unmet need, and Dr. Kathleen Moore driving the trial. That's the parallel people should be looking at in my opinion. 🎯

[Bio/Tech @BioTechCash]

$ALLR every time I look at $CORT 12.5B mkt cap I do the math..

If $ALLR was just $1B that's over $60/shr

"Under-promise and then over-deliver"

Love it

💪💪💪💪

[Ceazar @Ceazar_Black]

$ALLR stacked w aces
so much on deck
It's building.. u can feel it

[Bio/Tech @BioTechCash]

$ALLR rlly dep on potential scope of label..sclc as whole is quite large... >10B and growing to >23 by mid 2030s..but like u say multi-indication is what theyll see

https://t.co/dWBuQtaXBT

[Phantom @cryptowarrior39]

@aravind_233 @BioTechCash SCLC isn't the biggest market, but that's not why I'm watching it. It's an aggressive cancer with a huge unmet need. If Stenoparib demonstrates meaningful benefit there as well, it would further support the thesis that this is a multi-indication platform and increase its value.

[Bio/Tech @BioTechCash]

$ALLR In terms of TAM on this just for ovarian min ~3B/yr so at 5x sales and even 10% mkt penetration just ovarian alone 1.5B and 16m OS min 90-100/shr but depends on ph2 and response from FDA but everything is going acc to plan w sclc/more mkt penetration etc sky is the limit

[Rocky @ErikWoeste41768]

@et2028_Sisu @BioTechCash what will be your target for $ALLR ?

[Bio/Tech @BioTechCash]

$ALLR can happen in a day or a yr I'm here for it. Let's get that juicy data!! So many catalysts from ph2 ovarian/ph2 sclc/breakthrough etc etc the value is clear as day to me and I'm patient

[Rocky @ErikWoeste41768]

@BioTechCash when can i expect the $50 for $ALLR where you talking about a time ago ?

[Bio/Tech @BioTechCash]

$ALLR multiple advantaged regulatory pathways

💪💪💪💪💪

[Ceazar @Ceazar_Black]

$ALLR

At what point does "chance" stop being a serious explanation?

Start with the patients.

Is it chance that a heavily pretreated ovarian cancer patient, already through multiple lines of therapy, went onto stenoparib and had a confirmed complete response at her first scan assessment? Her measurable disease did not stabilize. It was gone by RECIST, and that complete response lasted more than 10 months. In this population the expected result at first scan is progression.

Is it chance that a patient with primary platinum-refractory disease, the single most treatment-resistant subtype there is, disease that did not respond to first-line chemotherapy at all, remained on stenoparib for nearly 50 weeks?

Is it chance that two patients reported at more than 17 months on therapy in March 2025 were reported by the company a year later at more than 30 months?

Is it chance that the benefit showed up in BRCA wild-type patients, not just BRCA-mutant ones, when first-generation PARP inhibitors largely stop working the moment you leave the DNA-repair-deficient population? One of the two longest-running patients has no BRCA mutation and no other homologous recombination deficit.

Is it chance that median overall survival came in at 22 months in a setting where three to six months is the historical norm, in patients with three or more prior lines, fourteen of fifteen platinum-resistant?

Is it chance that all of this is happening in precisely the population where responses get harder to produce, not easier?

Now look at what the company has been doing while that data accumulates.

Is it chance that the FDA granted stenoparib Fast Track designation?

Is it chance that GMP manufacturing campaign is running at Lonza in parallel with the Phase 2, already funded, rather than waiting for the readout the way a company hedging its bets would?

Is it chance that the USPTO granted the essential U.S. patent covering the stenoparib-specific DRP companion diagnostic on June 30, with a term running into April 2042?

Is it chance that the company secured CLIA certification, standing up the laboratory infrastructure the DRP needs to move toward FDA registration?

Is it chance that the VA pulled niraparib out of its own SCLC trial design and replaced it with stenoparib, then funded the whole thing?

And then the financing decisions.

Is it chance that Allarity raised $20 million in non-convertible debt, no warrants, no reset provisions, no variable-price conversion, instead of the toxic structures this company used to live on?

Is it chance that the board renewed a $5 million repurchase authorization in February, and that the company was in the market buying its own shares in the very same quarter it closed that $20 million loan?

Sit with that one. A management team bracing for a bad readout does not borrow twenty million dollars and simultaneously spend cash retiring its own stock. It hoards. Every dollar goes into the war chest for the raise it knows is coming. Allarity did the opposite, in the same ninety days, weeks out from an open-label data window.

Here is the part that ties it together.

The Phase 2 is open-label.

This is not a blinded study where everyone sits in the dark until an unblinding event years from now. There is no hidden placebo arm. Investigators see who is on stenoparib and can watch whether tumors respond, hold or progress. The company's own financing release says it plainly: the open-label Phase 2 will generate the critical clinical data to inform future regulatory engagement and pivotal trial development.

That guarantees nothing. Open-label trials fail constantly, and management can be confident and still be wrong. Confidence is not data.

But context matters. Management is advancing pivotal-grade manufacturing, locking down the companion diagnostic, building the lab, taking non-dilutive money, extending runway into 2028 and buying back stock, all while the study is open-label and the stated data window is measured in weeks rather than quarters.

Maybe the 10-month complete response was chance. Maybe the platinum-refractory patient at nearly 50 weeks was chance. Maybe the patients past 30 months were chance. Maybe the benefit in BRCA wild-type disease was chance. Maybe Fast Track, the patent, the CLIA cert and the VA swap all mean nothing. Maybe the debt structure, the runway and the buyback mean nothing either.

Any one item can be waved off in isolation. Dismissing the entire pattern as random requires believing in a remarkable number of conveniently aligned coincidences.

None of this guarantees the upcoming dataset succeeds. The only thing that settles it is Cohort 2 reading out, and it has not read out yet.

But the position that there is nothing here, that all of it is noise, is getting harder to hold with a straight face.

We are not waiting months anymore.. Per the company's own timeline, we may be weeks away..

https://t.co/sLyXMbCnlu.

[Bio/Tech @BioTechCash]

$ALLR 🔥🔥🔥🔥🔥

[Allarity Bio @allaritybio]

$ALLR welcome to https://t.co/LvQ6RBCHmX We're not affiliated with Allarity in any way. This is an independent, investor-focused project with a ton of information that can be hard to find online. Still in beta, so corrections and feedback are welcome. Not investment advice.

[Bio/Tech @BioTechCash]

$ALLR IF WE WERE $10B MKT CAP WHAT WOULD PRICE PER SHR BE?

$10B/15M?

WAKE UP!!

[Ceazar @Ceazar_Black]

lets talk $ALLR vs $CORT

corcept therapeutics closed near $94 yeasterday. ~$10.1B market cap, up from ~$30 four months ago. A large part of the move rests on a survival number in platinum resistant ovarian cancer. allarity's stenoparib is showing a better one in a harder population and trades at basically cash.

[Bio/Tech @BioTechCash]

$ALLR FACTS

[Ceazar @Ceazar_Black]

lets talk $ALLR vs $CORT

corcept therapeutics closed near $94 yeasterday. ~$10.1B market cap, up from ~$30 four months ago. A large part of the move rests on a survival number in platinum resistant ovarian cancer. allarity's stenoparib is showing a better one in a harder population and trades at basically cash.

[Bio/Tech @BioTechCash]

@Jim_Rothman Nope..just good to see bio should get a boost I mean anyone could look at the XBI and say that..

[Bio/Tech @BioTechCash]

$ALLR PERFECT TIMING 👌

[zerohedge @zerohedge]

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