$CRBP — CANYON-1 P1b obesity readout, Sept.
The tape is pricing another failed-CB1 shot. We read it differently: a therapeutic-index test on a mechanism already validated in humans.
Rimonabant drove ~4.7kg placebo-adj weight loss (WL) 20 years ago, before psychiatric toxicity buried the class in 2008. Efficacy was real. The index was what failed.
So the real test for CRB-913, its oral peripheral CB1 inverse agonist: does the effect survive once CB1 blockade is pushed out of the brain — without recreating rimonabant's CNS toxicity?
Current positions for rest of year in order of size: $NKTX (data Nov, below cash), $CRBP (data Sept), $PEPG (data Nov), $BOLT (data Nov), $BCAB (lotto for strategic alternatives). Sold $ACET due to data delay and CMO leaving
$XBI Updated account performance since the biotech bottom in April 2025 (17 months ago). Balance was sitting around $100k at that time frame. Continue to solely focus on the contrarian names (ones left for dead, under cash, have many skeptics etc), despite having a catalyst)
$CRBP maybe some tea leaves? Company posted this the other day, which is about 2-3 weeks away from data. CEO and CFO both reposted it on Linkedin. And several employees and the Chair of the Board liked the post.
@academianlcap@AaronRosenblum5@Jul05310473John why would that be concerning? If anything I take it as a positive they are still touting with data weeks away (multiple CRBP employees liked the same Linkedin Post, including the Chair of the Board)
Early research suggests CRB-913 may amplify the effectiveness of popular diabetes and #obesity treatments like tirzepatide & semaglutide, potentially supporting sustained weight loss without excess muscle loss or neuropsychiatric effects. Learn more: https://t.co/LARNJQJoWB