Phantom

I hate Epilepsy
Machine Learning 🐍
I like Penguins 🐧
Quantum is cool

[Phantom @cryptowarrior39]

My favorite micro-cap biotech thesis right now: $ALLR
🔹 Cash runway secured into 2028
🔹 VA-funded Phase 2 clinical trial
🔹 Low toxicity + crosses blood-brain barrier
🔹 FDA Fast Track + Patent exclusivity to 2039
Under $2 with a tiny float. The data will do the talking 💎🙌🏻

[Phantom @cryptowarrior39]

$ALLR USPTO grants the key U.S. patent on Stenoparib DRP companion diagnostic, term now extending to April 2042. IP foundation for the drug + diagnostic strategy locked in ahead of summer Phase 2 data. Let’s go! 🙌🏻

[Phantom @cryptowarrior39]

@ShockfeedAI This is completely false. The 8-K is only about presenting a clinical trial poster. No going concern disclosure in it. Stop spreading bad info.

[Phantom @cryptowarrior39]

@Jim_Rothman @Moneymanrupert Is ALLR worth more immediately after strong Phase 2 data, or after another major risk-removing event like a partnership?

[Phantom @cryptowarrior39]

Instead of asking what $ALLR hits on data, I’m asking:
Who partners this if it’s strong? 🤔
Phase 3 isn’t cheap. No partner likely means dilution.
Right partner funding it = validation + real upside.
That’s the catalyst after the catalyst.

[Phantom @cryptowarrior39]

@Jim_Rothman @Moneymanrupert I don’t disagree. I just think Phase 2 pricing and post-partnership pricing could be two very different conversations 🤔

[Phantom @cryptowarrior39]

@Jim_Rothman @Moneymanrupert I’d rather have the partner, hbu?

[Phantom @cryptowarrior39]

@Moneymanrupert @Jim_Rothman It is possible, let’s hope that data is as good as we think it’ll be! 🤞🏻

[Phantom @cryptowarrior39]

@Moneymanrupert @Jim_Rothman If the data is as good as we think, I’d be surprised if nobody’s already peeking over the fence 👀 if no one is already paying attention to $ALLR then Kathleen Moore, the VA-funded trial, Fast Track status, and ongoing enrollment are having one heck of a coincidence streak 🤔

[Phantom @cryptowarrior39]

@fahad2010e If the data comes out good / exceptional then I do believe a partner will come along. Hopefully several months after the data comes out. More than likely beginning of 27 (the first half of the year) rather than end of 26 but it could happen as soon as years end.

[Phantom @cryptowarrior39]

@AnthropicAI Wow 😂

[Phantom @cryptowarrior39]

The ones who win big are the ones who can sit back and wait. Fortunes are made in the waiting. The problem is most people want action. While they jump in and out of trades the real move is building like a storm on the horizon…by the time most people see the lightning, too late⏰

[Phantom @cryptowarrior39]

@kanu1483076 @BioTechCash When Merck signed an $8.5B deal with AstraZeneca for Olaparib, it wasn't just to use it alone. It was to combine it with other major cancer therapies. Showing that your drug plays nice with standard chemotherapies is how you capture multi-billion-dollar markets...

[Phantom @cryptowarrior39]

@BioTechCash Ignore the noise. History shows that when Big Pharma wants a clean oncology asset, they pay up. GSK paid $5.1B for Tesaro/Zejula with major safety flaws. A best-in-class clean sweep for $ALLR makes a $5B target very real. 🧬 now we have to see the data… patience is key now.

[Phantom @cryptowarrior39]

$ALLR #Stenoparib is engineered to fix exactly what makes other blockbuster PARPi drugs fail: toxicity and brain-barrier limits. When Big Pharma goes shopping for multi-indication assets, this is the checklist they look for. Under the radar for now, but Q3 milestones are coming!

[Phantom @cryptowarrior39]

@kanu1483076 No ASCO needed. They dropped major data at AACR. Setting up booths costs $200k+, and management is showing real capital discipline by protecting their $29.8M Q1 cash to focus 100% on finishing the Phase 3 manufacturing campaign by Q3. Pure execution mode. 🎯

[Phantom @cryptowarrior39]

@DocOckCometh @Ceazar_Black $ALLR ⬆️

[Phantom @cryptowarrior39]

@DocOckCometh @Ceazar_Black Had Gemini put together a Catalyst Timeline for ALLR and thought it was neat to share 🤗 loading up more next week!

[Phantom @cryptowarrior39]

@Dadbod4evah I’m in with a couple thousand shares, let’s ride

[Robert Goulet @Dadbod4evah]

VA doesn't casually "switch mid-design" ...they have strict review. Choosing stenoparib suggests they believe it's superior for this specific combo/population.
Either the VA thinks it's Superior or better safety profile or both a good argument could be made for both.
$allr