Pelion Volos

Long time biotech investor/trader both long + short.

[Pelion Volos @Pelion2001]

@BioValues ESMO wasn't mentioned in the latest earnings PR. When did Short say updated data will be at ESMO GI?

[Pelion Volos @Pelion2001]

@BioValues From May 15 10Q: we paused further enrollment in our ongoing Phase 1 study of BA3182 (CAB-EpCAM x CAB-CD3), while continuing treatment, follow-up of patients, including obtaining new scans in the study.

[Pelion Volos @Pelion2001]

@BioValues Why July 3? TIA

[Pelion Volos @Pelion2001]

@MartinShkreli What do you know that partner Roche/Genentech doesn't? $LCTX

[Pelion Volos @Pelion2001]

@BioValues I can't see how voting to approve 1:50 share decimation merger for existing shareholdes is in their self-interest.

Your thoughts?

[Pelion Volos @Pelion2001]

@Davidvascular The S-3 was filed to replace an expiring one. Guidance in 8K is same as before. $CHRS

[Pelion Volos @Pelion2001]

@BioValues Do you have the exact language from a filing on that?

[Pelion Volos @Pelion2001]

@TheoZaforas You exhibit the class of a typical $BTQ investor.

[Pelion Volos @Pelion2001]

$BTQ PR dense w/ nada - separate link below to unearth detailed pathetic financials.

https://t.co/63NolzZrTi

Remember financials in Canadian dollars - converts to only $28M USD cash + lost $6.4M USD in Q yet says cash "multi-year runway" which suggests how little invest in R&D.

[Pelion Volos @Pelion2001]

@EpochSwing Details coming..."Jazz (ZYME's partner) plans to submit these data for presentation at a major medical meeting in the first quarter of 2026 and for publication in a peer-reviewed journal" $ZYME $JAZZ

[Pelion Volos @Pelion2001]

@tedbroganv2 @yaireinhorn yes subsequent to 9/30/25

[Pelion Volos @Pelion2001]

@yaireinhorn Agree excellent science. Why then the large ATM raise prior to significant data updates?

[Pelion Volos @Pelion2001]

@ValueForAll1 "Market" Keyword search for 11/10 10Q and did not find your info. Please paste the exact language. TY

I did find "Subsequent to September 30, 2025, the Company received $52.1 million in net proceeds under its “at-the-market” equity program." The earns PR said $72.1M #WVE

[Pelion Volos @Pelion2001]

@tomlovesvegas tax loss selling may also become a factor

[Pelion Volos @Pelion2001]

JMP initiates $ASMB Outperform and target $38

[Pelion Volos @Pelion2001]

$AVXL Somewhat more EMA timeline clarity during Q+A.

On previous Q call said EMA decision would be eoy or early Q1; Now says "probably first quarter next year".

Also said during cc would only seek a partner if EMA approval granted.

[Pelion Volos @Pelion2001]

@avidresearch Post referenced by avid
$SPRO milestone reduction fr $150M to $101M on 1st sales makes total sense + is non-event bec payment is detemined by trial cost; when trial stopped early for efficacy, expenses went down by about $50M due to far fewer pts in ph 3 trial than orig thought.

[Pelion Volos @Pelion2001]

$SPRO milestone reduction fr $150M to $101M on 1st sales makes total sense + should be interpreted as a non-event bec payment is detemined by trial cost; when trial stopped early for efficacy, expenses went down by about $50M due to far fewer pts in ph 3 trial than orig thought.