Alzemouse

[Alzemouse @MTL_CH]

@nociFTW Fatigue, cognitive fog. Patient groups and forums like MS subreddit is filled with patient testimonies. However, to my knowledge, there is no robust data or study confirming this phenomenon and it might be a result from bias/natural fluctuation of the illness.

[Alzemouse @MTL_CH]

@Lucy3370 @juansar14616081 when are these 2 big studies expected to be completed?

[Alzemouse @MTL_CH]

@jfais20 Are you concerned about the recent litigation with Lupin over Emrosi? "On February 25, 2026, the Company filed a patent infringement lawsuit in the U.S. District Court for the District of Delaware (‘the Court”) against Lupin Limited, Lupin Inc., and Lupin Pharmaceuticals, Inc."

[Alzemouse @MTL_CH]

@1nvestorGadget Where are you seeing this information? Only info was from January 2026 2.2-2.5B. No mention of Xphozah CRV

[Alzemouse @MTL_CH]

@BiotechObserver R&D : new molecule and a 700 patients CIC ph3 trial for tenapanor that has a high POS of success. Sg&a : doubling of the FAM team which has proven to help with better refill rates, PA approval etc. In line with strategy to encourage HCP to prescribe to network spec. pharmacies.

[Alzemouse @MTL_CH]

@BiotechObserver OpEx guidance was not known. The delayed profitability and anticipated weak Q1 (as expected with the known IBS-C market contraction) limits short term upside. My opinion is that the extra OpEx spending comes from high ROI investments and that the market is short-sighted

[Alzemouse @MTL_CH]

@ATLanalyst theyve been heavily diluting and giving away free warrants for a year now already

[Alzemouse @MTL_CH]

@biopharmacaster its over

[Alzemouse @MTL_CH]

@justfactstruth I'm expecting a house introduction of a companion bill in the next days/weeks. KCP "Day in The Hill" one-pager meant for congress members (to encourage them to be original co-sponsors) had Blackburn&Booker as contact for the Senate and Miller&Sewell as contact for the house

[Alzemouse @MTL_CH]

@WexCapital Ive been holding this since October ‘23 , before phase 3 topline data. What a waste. BIC me-too with Vraylar and Rexulti being blockbusters. Management team ruined it IMO. Missed timelines over and over again, poor cash management, dilution spiral. Name it, theyve done it all

[Alzemouse @MTL_CH]

@vanjohn10 @RevivaPharma does planned meeting means the plan is to have a meeting or that the meeting is already scheduled?

[Alzemouse @MTL_CH]

@Oddhootcapital @lauri3ac or even work on the ratio VAFA/insurance to have a more favorable payer mix. All in all its good news because Vevye is very effective and high refill rate. Gaining market share first and working simultaneously on driving ASP higher is a good strategy

[Alzemouse @MTL_CH]

@Oddhootcapital @lauri3ac maybe the strategy is to gain aggressively market share and then increase gradually the price

[Alzemouse @MTL_CH]

@lauri3ac @Oddhootcapital what's your take on that ASP? From 298 to 150. VAFA might increase volume but with that kind of ASP it would need a huge market share to reach significant revenue