Dav

[Dav @happy_davide]

@dariodangelo91 Dario, fai un grande lavoro con passione, competenza e professionalità. Continua così e ignora le poche voci che polemizzano su tutto. Un saluto

[Dav @happy_davide]

@MWB741 Great summary…still waiting with greater hope

[Dav @happy_davide]

@MWB741 Great works and great company 💪

[Dav @happy_davide]

@ftr_investors $ganx small biotech with very promising drug for Parkinson. Takeover candidate.

[Dav @happy_davide]

@Pharmdca Hi Do you have an opinion on $ganx? Small biotech they will realease biomarks of phase 1b of their molecole against Parkinson disease. Have a look!👋

[Dav @happy_davide]

@MWB741 Great work and great potential

[MWB74 @MWB741]

My Swan Song: How 20 Years of Grinding Led Me to $GANX

I’ve spent the last 20 years building two small businesses. Most of my extra cash went right back into them — payroll, equipment, expansion, the next fire to put out. I dabbled in the market over the years, but I made every mistake in the book. I chased hype. I diamond-handed garbage. I watched “the next big thing” collapse on multiple occasions.

Every painful loss taught me something: how to separate noise from value. How to see through hype, and how rare real innovation actually is. I changed my approach a few years back with this new insight. I haven’t been right every time, but my batting average went way up. Most of the gains that I’ve had over the past couple of years were because I recognized the value first in bitcoin and bitcoin-related stocks, and then AI data centers. $IREN, $NBIS, $WULF to name a few. I sold the majority of my positions a couple of months back, but have since increased my positions again a fair amount after the sell-offs. I have a few different accounts, and they average about 300% gains over the past year, and over 1000% percent over the past three years. I only say this to illustrate that I’ve learned a lot (much from my mistakes).

I wouldn’t consider myself rich—and I’m totally fine with that-- but I’m doing very well. I don’t want to spend the rest of my life glued to screens and SEC filings. I’ve got a business to run and a life to live. But before I step back from active investing, I wanted to make one last move where the research, data, and science actually mean something.

$GANX – Gain Therapeutics, and it is by far the biggest position that I've ever held.

They’ve developed a molecule called GT-02287, which looks to be the first truly disease-modifying drug for Parkinson’s disease. Not my first rodeo in biotech, but by far the most exciting and promising.

GT-02287 looks like it’s not just slowing symptoms, but actually reversing the underlying pathology. And most of the world doesn’t yet know about it. Multiple catalysts coming up in the next few weeks, and is very likely a target of acquisition or partnership in the next couple of months. We know they are currently in discussions with multiple large pharmas. And plenty of cash to get there. A few basics:

- It restores lysosomal and mitochondrial function (the cellular engines that fail in PD).
- It clears alpha-synuclein clumps — the toxic protein driving neuron death.
- And it’s already showing early human results: improved motor scores, better daily function, and reports of patients regaining their sense of smell — something no Parkinson’s drug has ever done.

The company is tiny: ~$175M market cap, and full biomarker data due in the next few weeks. If those biomarkers confirm what the clinical improvements already suggest, this could go from obscure microcap to billion-dollar buyout territory fast.

If you want to understand the potential market value of a drug like this, you can read the article I'll link in the comments. Roche estimates that their much less promising drug, which is currently in clinical trials, will have peak sales of about $3.3 billion. Apply a multiple of 5 to that, and it’s worth $16.5 billion. Apply a multiple of 10 and it’s worth $33 billion.

This is my final high-conviction, highly-researched bet. Not because it’s hype, but because the science lines up.

Whatever happens next — up, down, or sideways — I’m proud of the due diligence I’ve put in. I’ve learned the hard way that real conviction isn’t blind faith in hype — it’s understanding why you believe. Know what you own and do your due diligence, of course.

@BiotechStockRsr @odibro @yaireinhorn @thebiotechforum @BiopharmIQ @SheffStation
@BPharmCatalyst @AviseAnalytics

[MWB74 @MWB741]

Gain Therapeutic’s ($GANX) drug GT-02287 improved motor function in Parkinson’s patients in 90 days, with reports of senses of smell and balance being recovered (more data and information on this in the coming weeks)

With the recent buzz around how Parkinson’s Disease can be triggered by damaged mitochondria (link below), there’s a drug that just finished a 90 day trial in Parkinson’s patients that interim data showed improved motor function and reports of recovery of senses of smell and balance in only 90 days, and a good portion of these improvements are likely due to recovery of mitochondrial function, and more likely the combination of healthier lysosome and mitochondria. Importantly, ~95% of PD patients lose their sense of smell, and it is very rare that it returns. No drug has previously been able to do this.

Gain Therapeutics just presented a new scientific poster on GT-02287 at Neuroscience 2025 last week on how it addresses mitochondrial and lysosomal dysfunction, and even though it looks technical, the takeaway is actually very simple: The drug is fixing the root problem inside brain cells — not just masking symptoms. Poster: https://t.co/Xw3ANNCObm

1. It restores energy production in sick Parkinson’s cells

Parkinson’s disease isn’t just about dopamine — the cells themselves run out of energy and start to malfunction.

The poster shows that GT-02287:

- Brings energy production back to normal levels
- Even boosts energy above normal in healthy cells
- Fixes the powerhouses (“mitochondria”) inside the cells

This is something no current Parkinson’s drug can do.

2. It reduces the “toxic stress” that kills neurons

The poster shows strong reductions in:

- Oxidative stress (the “rusting” of neurons)
- Toxic protein buildup
- Cell death

The drug makes dysfunctional neurons healthier again.

3. The results match the clinical improvements we’ve already seen

This poster connects the dots between:

- What happened in the cells, and
- What happened in the patients in Phase 1b

We’ve already seen early signs of Parkinson’s patients improving in 90 days:

- Better motor function
- Better daily movement scores
- Some early reports of smell/balance returning, which is extremely rare in PD

The new poster shows exactly why that’s happening on a cellular level.

4. It looks like true disease modification

Not symptom relief. Not dopamine boost. Not short-term improvement. But actually repairing the underlying machinery inside neurons — something no approved PD drug does today. This is why people and institutions are starting to take notice, not to mention big pharma's with whom Gain is talking right now. The question is when do they make their offers (if they haven’t already), and how much. This likely goes 5X-10X from the current price of ~$3, maybe more, IMO.

If the upcoming biomarker data confirms this (and it likely will based on company statements), this could be one of the most important breakthroughs in Parkinson’s drug development ever.

https://t.co/FmTJNMgzMe

@BPharmCatalyst @AviseAnalytics @TSTbiotech @BioStockAddict @HealthTrader

[Dav @happy_davide]

@MWB741 $Ganx @Venu_7_ great summary of dicember catalyst…great chart…huge upside

[MWB74 @MWB741]

$GANX The Holy Grail of Biotechs: Why December Will Likely Redefine the GT-02287 Story

(Summary at bottom)

With tech stocks (especially AI-related) struggling, and biotechs/pharmaceuticals finally waking up after a multi-year Winter, this could be one of the best short-term (and long-term) investments available, and will likely be insolated from whatever is happening in the broader market.

Gain Therapeutics ($GANX) is heading into what is almost surely to be a pivotal December. Multiple catalysts are stacking up — and together, they are likely to move the company from unknown micro-cap to best-in-class, validated disease-modifier in Parkinson’s. Importantly, there are currently no drugs available that address underlying disease progression-- there are only drugs that help with symptoms.

Here’s what’s likely coming and why it matters—note that recent company statements and enthusiasm (for example, watch the Oct. 31st @LouBasenese interview of CEO Gene Mack: https://t.co/H8Sl16E2tL), along with all of the pre-clinical and phase 1 data that we already have, make it highly likely that results will be positive, IMO:

(1) Expanded UPDRS Data (~16 Patients)

Additional MDS-UPDRS motor & daily-function data from the ongoing Phase 1b trial. Interim results already showed meaningful 90-day improvement (+3.8 pts Part III, +0.8 pts Part II) — suggesting disease-modifying benefit rather than symptomatic relief. Expanding to 16 evaluable patients adds statistical weight and strengthens confidence ahead of biomarker data.

Assuming that the scores for the additional 7 patients is consistent with what was seen in the first 9, this further reinforces the improvement trend and further de-risks the transition toward Phase 2. And while biomarkers are important, ultimately it is changes in clinical function that matter.

(2) 90-Day Biomarker Readouts

Comprehensive biomarker measurements across CSF, plasma, blood, and PBMCs, including GCase activity, Glucosylsphingosine (GlcSph) and Glucosylceramide (GlcCer), α-synuclein (aggregated, oligomeric, and total), inflammatory markers, ER and mitochondrial biomarkers. The inclusion of mitochondrial biomarkers shows that Gain is formally tracking the same mitochondrial restoration seen in their latest poster — including improved Complex I activity, reduced ROS, and normalized mitophagy.

Assuming these are positive (and it sounds like they are), this would validate GT-02287’s ability to repair the full lysosomal–ER–mitochondrial axis, addressing the cellular cascade that drives Parkinson’s. This would represent the strongest mechanistic proofs of disease modification ever seen in early-stage PD.

(3) Data Beyond 90 Days (Extension Cohort)

~80% of the patients have elected to participate in the 9-month extension phase. Gain announced the extension on Sept 18, and while dosing start wasn’t specified, the earliest participants likely resumed treatment by late September — meaning that by early December there could be up to two months of additional dosing data for some patients.

There could be some further UPDRS or biomarker assessments for some of these patients, along with varied washout gaps between 90-day completion and re-dosing. Any indication of continued or accelerating improvement would reinforce a sustained disease-modifying effect.

(4) IND Filing for U.S. Phase 2

Submission of the Investigational New Drug (IND) application to the FDA to begin U.S. trials. This marks the official regulatory transition from early proof-of-concept to full clinical development. This is a major credibility milestone — often followed by partnership momentum and valuation re-rating.

(5) The "Holy Grail Signal" — Recovery of Smell (Olfaction)

CEO Gene Mack mentioned “reports” of patients recovering their sense of smell within the 90-day period of dosing with GT-02287. This is potentially giant because sense of smell is one of the earliest and least reversible symptoms in Parkinson’s — and very rarely recovers spontaneously. The Gain executives are very conservative, never spreading hype. They would not throw out something like this if there were not something real going on here.

If multiple patients show measurable or reported improvement, it would serve as proof of disease modification tied directly to neuronal restoration in the olfactory bulb. This might become known as the Holy Grail Signal for Parkinson’s, and would instantly become the headline signal of the entire program — the “holy grail” indicator of functional reversal rather than just stabilization. Even a single line in a press release (e.g., “multiple patients reported improvement in smell”) could reframe GT-02287 as the first Parkinson’s drug with clear evidence of recovery of neuronal function.

(6) Partnership with or acquisition by a top pharmaceutical

The company has made it clear that they’ve been in discussions with multiple companies, including large ones. These companies have been waiting for the 90-day data, and now both Gain and the large pharma suitors have the data. I'd imagine that discussions are almost certainly heating up, and the questions are: (1) how much is the highest bidder willing to pay for what looks to be the first truly disease-modifying treatment for Parkinson’s disease?, (2) how quickly will they make a move?, and (3) will it be a full acquisition of the company or some sort of partnership or licensing? My guess is that there will be an partnership or acquisition announcement in Q1, but I would not be surprised to see this happen in late December. Either way, I think it happens before any need for a cash raise.

$1 billion would be a steal, IMO. That would be close to 10X from here (Gain's MC is ~$100m).

------ ------- -------

If these align, December could mark GANX’s transformation from unknown to validated — with clinical, mechanistic, and regulatory proof converging at once.

Here’s the TL/DR:

- UPDRS improvements already demonstrated, and we likely see further reinforcement with the other 7 patients
- Biomarkers are likely to validate lysosomal + mitochondrial restoration, IMO
- Extension data may hint at long-term durability
- Olfaction recovery would be a “holy grail” functional signal
- IND filing opens the door to U.S. Phase 2 (and partnership)
- Partnership or acquisition is likely to happen very soon

Share price in the next few weeks: likely much higher

Share price in 3 months: good chance of 5-10X IMO

@BiotechStockRsr @odibro @yaireinhorn @thebiotechforum @BiopharmIQ

[Dav @happy_davide]

@Venu_7_ $GANX small biotech with promising molecules for Parkinson disease. Phase 1 completed. Takeover candidate. Great chart is a plus.

[Dav @happy_davide]

@ZeeContrarian1 Thanks for your explanation…quick question: the contrary equation vix up spx up is it a red flag of impending reversal of an uptrend?

[Dav @happy_davide]

@ZeeContrarian1 Zee is it true also the opposite? I mean vix up and spx up could anticipate a reversal of an uptrend? Many thanks

[Dav @happy_davide]

@angelo_cennamo Buongiorno come decide quando abbandonare la lettura di un libro? Non ha il timore che la svolta o il colpo di genio possa emergere nell’ultima parte?

[Dav @happy_davide]

@ZeeContrarian1 Great call💪

[Dav @happy_davide]

@ZeeContrarian1 Zee 🙏impressive call on $lctx. What is a reasonable short term target?

[Dav @happy_davide]

@LouBasenese @Varneyco Please can you give also an update on Atomera?

[Dav @happy_davide]

@TradexWhisperer I love your explanations when you talk about complex technology…(for example your analogy between cuda software and Lego instruction is a great value)🙏

[Dav @happy_davide]

@LouBasenese @Varneyco Hi Lou, what about $Atom (Atomera)? Still positive?

[Dav @happy_davide]

@Beth_Kindig This $tsm improvement could be related to $atom Atomera technology