Labs ‘n Ledgers

not financial advice.

[Labs ‘n Ledgers @labsnledgers]

🚨🚨🚨 https://t.co/nPOBn6E8Bs 🚨🚨🚨

[Labs ‘n Ledgers @labsnledgers]

🚨 https://t.co/nPOBn6E8Bs 🚨

[Labs ‘n Ledgers @labsnledgers]

🚨🚨🚨 https://t.co/nPOBn6E8Bs 🚨🚨🚨

[Labs ‘n Ledgers @labsnledgers]

🚨 https://t.co/nPOBn6E8Bs 🚨

[Labs ‘n Ledgers @labsnledgers]

🚨 $CAPR is up over 300% today after announcing it met both its primary and secondary endpoints in DMD with their drug, Deramiocel.

[Labs ‘n Ledgers @labsnledgers]

Join our discord! Come see how we anticipated this movement since Nov. 3rd!
https://t.co/cIzNPwwsk2

[Labs ‘n Ledgers @labsnledgers]

🚨 $ELDN - Down 45% after hours due to Tegoprubart failing to reach its primary endpoint + a higher acute rejection in the Tegoprubart arm vs the control arm

[Labs ‘n Ledgers @labsnledgers]

Join our discord! Come see how we anticipated this movement since November 1st!

https://t.co/eCVsacyhp8

[Labs ‘n Ledgers @labsnledgers]

🚨$BHVN - Down 40% premarket due to a Complete Response Letter from the FDA citing issues with Troriluzole

[Labs ‘n Ledgers @labsnledgers]

@HeikwanTrades I can confirm this based on discussions during an investor meeting with the INBX team. They are strategically using the INBRX‑109 data to advance negotiations; with interest already from big pharma, they are hopeful to announce a transaction in Q1 ‘26

[Labs ‘n Ledgers @labsnledgers]

🚨 $INBX is up nearly 80% after hrs

[Labs ‘n Ledgers @labsnledgers]

Private Investor Call: $INBX
3 Key Points:

- Ph2 data readout on Ozekibart with PFS being the primary endpoint expected Oct. ‘25

- Ozekibart is a tetravalent DR5 mAb agonist for the treatment of Chondrosarcoma

- Sufficient cash runway for operations into 2027

[Labs ‘n Ledgers @labsnledgers]

LNL: $CCCC
- Was up 7% at market open
- Reaction was underwhelming compared to expectations

[Labs ‘n Ledgers @labsnledgers]

LNL: $CCCC Sept 20 Ph1a data readout

- Across all doses mean DOR was 9.3m
- TEAEs were low across doses
- 4 of 72 patients had dose-reductions
- >50% & >80% degradation of IKZF1 & IKZF3, respectively
- <100ug responses were appreciable, 100ug was robust

[Labs ‘n Ledgers @labsnledgers]

🚨 $BCAB IS UP 13% TODAY

Due to meeting w/ FDA where:

- BCAB emphasized a joint partnership

- FDA concurred w/ BCAB’s Ph 3 design which the FDA states its potential for accelerated approval

Note: Ph1 readout for one of BioAtla’s drug candidates, expected Oct. ‘25

[Labs ‘n Ledgers @labsnledgers]

BioAtla will present its Q1 earnings after-hours today. I suspect:

- they’ll beat EPS estimates, but hardly.
- forward guidance will be mixed due to financial considerations
- lead candidates (3021/3011) will demonstrate favorable interim results

+5%/-10%

[Labs ‘n Ledgers @labsnledgers]

Private Investor Call: $LENZ
3 Key Points:

- FDA approved eye drop (VIZZ) for Presbyopia as of 7/31

- US rollout expected ‘25 Q4 w/ a clear prescriber to consumer pathway

- Best in class data with clinically significant outcomes within 10hrs of administration

[Labs ‘n Ledgers @labsnledgers]

Private Investor Call: $INBX
3 Key Points:

- Ph2 data readout on Ozekibart with PFS being the primary endpoint expected Oct. ‘25

- Ozekibart is a tetravalent DR5 mAb agonist for the treatment of Chondrosarcoma

- Sufficient cash runway for operations into 2027

[Labs ‘n Ledgers @labsnledgers]

Private Investor Call: $ABVX
3 Key Points:
- 44wk P3 Maintenance Trial results Q2 ‘26 (Top-line data)
- Obefazimod is a first in-class oral drug that ultimately decreases pro-inflammatory expression
- Market Cap before and after Jul 23rd: $634M/$5B

[Labs ‘n Ledgers @labsnledgers]

(AU-011) Crash Course Shakedown

[Labs ‘n Ledgers @labsnledgers]

Private Investor Call: $AURA.
3 key points:

- AU-011 Ph2 interim results exhibited 80% tumor control + 90% vision acuity preservation at 12m (n=22)

- Currently no approved 1st line treatment for primary uveal melanoma

- Significant catalysts expected in 2026