Jordan Alexander

LT power of compounding. My posts aren’t advice.

[Jordan Alexander @JD4for4]

$NVCT NXP900 data are expected within 1–3 weeks….

With a tiny $600m market cap & a potential best in class complement factor B & paradox breaker BRAFi, investor are valuing NXP900 as a free call option. We’re very confident the market is very wrong.

NXP900 has already demonstrated near-complete inhibition of SRC/YES1 signaling of 90-95% maintained throughout the entire steady-state 24-h dosing interval w/o a single dose-limiting toxicity. That degree of sustained pharmacodynamic inhibition, combined with its sub-nanomolar potency & unusually broad therapeutic window, compares favorably w/ the most successful kinase inhibitors ever developed.

Assuming clinicians enrolled tumors genuinely driven by SRC/YES1, it is difficult to envision NXP900 not showing strong activity. It is the first SRC-family inhibitor designed with both the potency and tolerability (no ABL) required to fully suppress the target in solid tumors.

SRC signaling is implicated across many cancers & is an important resistance pathway, including in EGFRm NSCLC $AZN osi & RAS/KRAS-driven tumors such as in $RVMD daraxonrasib treated pancreatic cancers.

see https://t.co/4iBRrOafWl

[Jordan Alexander @JD4for4]

After years of playing games, $MRNA $REPL are approved. China completes early-stage trials in 9 months vs 2 yrs in the US. Hopefully politicians realize the problem isn’t China - it’s FDA bureaucracy. Solution is FDA running at permanent warp speed. $QURE https://t.co/T367TxOvm3

[Jordan Alexander @JD4for4]

Soleus Capital, a top-tier biotech dedicated hedge fund filed a 13G reporting a $NVCT investment of 1,648,000 shares or 5.1% stake.

Hearing this is one of 4 big bio funds that bought most of offering, including at least 1 top iconic fund.

https://t.co/1oDcukNvXH

[Jordan Alexander @JD4for4]

Laidlaw reiterates a Buy rating on $NVCT and reiterates its 12-month price target of $35, arguing that the Haisco transaction has transformed NVCT into a broader, three-asset company with substantial commercial potential.

Key points:

•Pro forma cash of roughly $137 million is expected to fund operations into 1H29.
•NXP100/ciprocopan received first-line PNH approval in China, which Laidlaw views as strong validation of the drug’s efficacy and safety. NVCT plans a pre-IND FDA meeting in 4Q26 and could begin a U.S. pivotal trial in 1Q27. IgA nephropathy and lupus nephritis represent additional opportunities.
•NXP200, a brain-penetrant paradox-breaker BRAF inhibitor, is expected to generate Phase 1b China data at ESMO, October 23–27. A U.S. IND is planned for 4Q26.
•NXP900 plus osimertinib development is advancing, with data anticipated in August 2026. NVCT is also preparing an ALK-inhibitor combination study with lorlatinib.
•An investigator-sponsored NXP900 combination study with $RVMD daraxonrasib in pancreatic cancer could begin later in 2026.

NVCT now has three differentiated programs, multiple near-term catalysts and sufficient capital to advance them without near-term financing pressure.

[Jordan Alexander @JD4for4]

Lucid raises $NVCT PT to $34 from $22 & maintained a Buy rating, with the increase driven almost entirely by assigning explicit value to NXP100.

Ciprocopan, or NXP100, became the first once-daily oral Factor B inhibitor approved globally after receiving China approval in treatment-naive PNH. ( $NVS Fabhalta is BID in two-player market) That approval substantially reduces the asset’s development risk and provides meaningful external validation of the clinical profile.

The next major catalysts include:

• Initiation of the NXP900 plus lorlatinib study in 3Q26
• NXP200 data at ESMO in Madrid, October 23–27
• US IND submissions for NXP100 and NXP200 in 4Q26
• NXP900 plus osimertinib data by year-end 2026
• A China regulatory decision for ciprocopan in anti-C5-treated PNH

Following the recent $115 million financing, NVCT is funded into 1H29.

[DesertDweller_ROAR_4_A_CURE_4_HD @DesertDweller93]

Can you imagine if $QURE AMT130 has an AdCom? This portion of the Stat article about $REPL could be written about the patients who received AMT130 during the trial. No way AMT130 isn't approved. Now we just need a CNPV granted ASAP.

[Jordan Alexander @JD4for4]

@BuyandSold @seedy19tron Could be as simple as $NVCT NXP100 a clinically de-risked phase 3 ready complement factor inhibitor with best in class pharmacokinetics vs $NVS Fabhalta blockbuster just too hard to pass up, regardless of timing.

Haisco likely very comfortable with NXP900 due diligence.

[Jordan Alexander @JD4for4]

$NVCT NXP100 (Complement Factor B inhibitor) approved in China in PNH, based on robust Ph 3 efficacy & safety data.

PNH is > $5B market moving from C5 inhibitors like $AZN Solaris to $NVS CFBi Fabhalta.

NXP100 is better CFBi w/ improved pk that allows QD which should provide stronger real world efficacy thru better compliance & has lower DDI than $NVS BID Fabhalta.

NXP100’s Ph 3 data shows hemoglobin recovery w/ +5.0 g/dL mean Hb vs +3.6 w/ Fabhalta, but Fabhalta’s BID strict 12h dosing is needed to avoid potential trough coverage gaps, while NXP100 QD with longer half-life keeps flat 24h coverage.

NXP100 QD is Food-independent w/ no dose tweaks for organ impairment or strong CYP2C8 inhibitors.

NXP100 had 0% study discontinuations due to TAEs while Fabhalta had low discountinuations.

https://t.co/OIfGC3153e

[Master Sea🌊 @Master_SeaSeo]

1/2
I expect The smoking gun for $QURE Accelerated Approval (AA) is hidden in plain sight. 🚨
​The new "VP of Advertising" job requires expertise in "Subpart H" and "FDA via 2253".
$qure

[Jordan Alexander @JD4for4]

$NVCT ~$20 ➡️ ‘28 PT $1,000

50x ⬆️

1️⃣ NXP100 — best CFBi targeting >$5B PNH/IgAN market & set to beat Fabhalta

2️⃣ NXP900 — 1st druggable SRCi tackling a major cancer driver & key to EGFR/ALK/KRAS resistance

3️⃣ NXP200 — next-gen paradox-breaker BRAFi

https://t.co/JF6LfEXzP8

[Dudes Posting Their W’s @DudespostingWs]

Bro makes bird calls so accurate it barely sounds human. Actually insane

[Tim Carmichael @TimCarmichael3]

$TGTX remember that according to CEO Mike Weiss’s employment contract that if the stock market capitalization stays at $10 billion ($63-65 sh depending on outstanding shares) for at least 61 days — he receives a significant cash bonus ($16,670,000).
It sure looks like there is more positive commentary coming — with BRIUMVI continuing to beat estimates AND the pipeline continuing to expand (derisking the story).
Sure looks like the 30+ million shares sold short and betting against $TGTX are TRAPPED and WILL BE FORCED TO BUY SHARES and close their losing trade.
What a beautiful story🚀🚀🚀🚀🚀

[HODOR @Maximus_Holla]

$TENX

[Jordan Alexander @JD4for4]

$NVCT NXP100 (Haisco), a CFBi, targets the $5B+ PNH market with superior efficacy: 59.5% Hb normalization vs. 8.3% for C5 inhibitors (iv) $AZN Solaris.

Similar efficacy to $NVS oral Fabhalta’s but it’s QD vs Fabhalta’s BID regimen.

QD convenience for life long disease > compliance > improved real life efficacy

2 phase 3 trials were in China in Asians but FDA doesn’t see distinction in CFBi moa across ethnic groups, which allows for extrapolation of efficacy data to broader global populations.

[Jordan Alexander @JD4for4]

$NVCT offering removes financial overhang & lack of fund sponsorship that existed since IPO. Expect top fund participation & strong demand in aftermarket trading in coming days/weeks.

This strategic capital raise should lead to 2 simultaneous re-ratings of the shares higher for the Haisco deal, which should be valued > $1B & NXP900 data for another > $1B.

w/ financial overhang in the past, I expect $NVCT to fly on ‘900 efficacy data expected in July as single agent NSCLC & in combo with $AZN osi in EGFR NSCLC.

‘900 is unique because it completely shuts down the SRC pathway with high specificity, avoiding off-target effects on ABL while simultaneously disabling the kinase's scaffolding function. By neutralizing this master regulator of resistance, ‘900 overcomes the fatal flaw of standard Type 1 inhibitors, which by targeting only the catalytic function often trigger a paradoxical up-regulation of the scaffolding role that tumors rely on to develop acquired resistance. Because SRC has historically been considered undruggable in this context, 900 provides a breakthrough by closing the escape routes tumors use to maintain signaling. This is especially vital in KRAS-driven cancers, where resistance is often coincident with SRC-mediated up-regulation of the ERK pathway; by dismantling the SRC scaffold, ‘900 effectively cuts off the survival signaling that routinely undermines targeted kinase therapies. (See $NVCT AACR KRAS/SRC abstract )

Check out dramatic difference between ‘900 pd versus type 1 dasatinib. 👇

[Jordan Alexander @JD4for4]

$NVCT NXP900: "The safety profile from the Phase 1a, and, importantly, the deep and sustained pharmacodynamic response in clinically relevant doses, provide a strong proof of mechanism consistent with the early research work that demonstrated NXP900's unique mechanism of action and target selectivity. Moreover, the preclinical data presented at the conference further solidifies the rationale for the biomarker patient selection strategy being implemented in the Phase 1b program." Mr. Bentsur concluded," With the single agent portion of the Phase 1b program now underway, we look forward to the initiation of the combination portion in the near term and start providing clinical data updates as the program proceeds."

https://t.co/Fn3BINTiGP

SRC Pharmacodynamic Profile (p-SRC) at Steady State

[Perry E. Metzger @perrymetzger]

In the 1960s through 1970s, huge numbers of buildings in New York City were abandoned, because their owners could not make enough money to cover the expense of providing apartments to their tenants, could not legally get rid of their tenants so long as the building stood, and could not sell their buildings because no one wanted an “asset” that permanently lost money month after month. The only non-destructive recourse that they had available was to disappear, and so thousands of buildings eventually had their landlords vanish. A relatively small number of landlords hired arsonists to burn their buildings to the ground, because the destruction of the building was literally the only means by which a lease could be broken, leaving them at least with a vacant lot that didn’t cost them money. Large chunks of the city started to resemble a warzone.

[Dirk Haussecker @RNAiAnalyst]

I have a crazy amount in $abvx for the upcoming data, so yesterday was a bit gut-wrenching.

When intraday crashes like this happen in biotech, sometimes they are informed, informed head-fakes, sometimes just uninformed market manipulations or technical (margin calls, stop loss harversting).

Without privileged information, most I can do is mainly watch. Best to take a long walk and just wait for the data.

[Jordan Alexander @JD4for4]

https://t.co/O8dzS461Su $NVCT

[Jordan Alexander @JD4for4]

The Haisco in-license deal adds 2 attractive, clinically validated assets to $NVCT pipeline but the real alpha opportunity is the NXP900 read-through—Haisco likely did deep DD on NXP900 open label data to ensure NVCT has the capital to fund the licensed assets.

> $30 by August

[Longroader @Longroaderstar]

$QURE

Cohort 1 - data takeaways

- safety and tolerability is great
- first signs of efficacy in 3 patients 72% to 100% seizure reductions
- gene silencing is highly dose dependent. Not surprised low dose doesn't work completely.

Cohort 2 right on track.