Van Gogh Research

🔍not investment advice

[Van Gogh Research @SeeTheTrade]

$ALLR $650/SHR IS ACCEPTABLE FOR ME

[Bio/Tech @BioTechCash]

$ALLR if $CORT can hit back >$80 w >$9B mkt cap on their garbage drug i think we can hit that too??? our time will come..soon.

[Van Gogh Research @SeeTheTrade]

$ALLR this dudes entire feed is a cesspool..sheeeeeeesh anyway it's only up from here.. I remember him at .80 watta loser

[Van Gogh Research @SeeTheTrade]

$ALLR we need to thank previous management for being so horrible tbh thanks for the cheapies

[Smile Breathe Go Slowly @wwjshort]

@Ceazar_Black The other thing that always gets me buying more float is, according to all my research. It's the cheapest Market Cap, fully funded VA Trial. Ever. You don't do a 4 Year study without an army of DD by the VA, and a little peek at some newer data points

[Van Gogh Research @SeeTheTrade]

$RVMD is $32b mkt cap for a few months improvement in pancreatic

[Bio/Tech @BioTechCash]

$ALLR $5B/16m shares $312/shr Id say min 15-20B mkt cap if indication for colorectal and/or SCLC pans out..not to mention since it passes blood-brain barrier huge potential there as well as well as many others...just doing math..

[Van Gogh Research @SeeTheTrade]

$ALLR Facts!!

https://t.co/NHQoYz8s9z

https://t.co/pJ5hF73sI1

[Ceazar @Ceazar_Black]

$ALLR why did the U.S. Department of Veterans Affairs - which has access to every approved PARP inhibitor on the market -switch from niraparib (an FDA-approved drug) to stenoparib (still in trials) for their 152-patient randomized SCLC study? and then fully fund it? 2/

[Van Gogh Research @SeeTheTrade]

$ALLR sheesh didn't realize that apex was so massive

[Market Access Watch @MktAccessWatch]

This was bigger than one app.

Apex-connected platforms include @WebullGlobal @public @SoFi @M1Finance @Ally @tastytrade @Firstrade @Stash @CashApp @Betterment @SogoTrade @TradeZero and others.

Retail saw the issue at the broker level.

[Van Gogh Research @SeeTheTrade]

$ALLR one PR away from instant $20-50/shr

[Tundrion @tundrion]

$ALLR full investment thesis published today at https://t.co/DvNpX6RT57 — mechanism, clinical data, competitive landscape, capital structure, DRP platform, valuation, and the niraparib precedent. 26 pages, 26 sources, all from primary documents. 19/19

https://t.co/Mi6WtvkrMp

[Van Gogh Research @SeeTheTrade]

$ALLR and if colorectal etc as well?? Who knows?? Stenoparib+DRP 💪💪

[Blink @blinkx90]

$ALLR sometimes you hear targets it's like this and you shake your head.. this is one of those times where the math actually works out..
Assuming ph2 goes and FDA is cool w registration on that...if SCLC as well absolutely can be min $7-10B mkt cap which is close to 600/shr

[Van Gogh Research @SeeTheTrade]

$ALLR All you need to know about $CORT

https://t.co/dxabax9b8q

[Veekay @Veekay0606]

@WTec78 @Ceazar_Black @grok “this drug is valued at $4.5 billion” who said that, look at what $CORT has to offer to tiny $ALLR, no amount of agitation can make it to a higher market cap than Corcept. How long have you been investing? Beating the drums 🪘 won’t help, the reality is reality. Stay tuned.

[Van Gogh Research @SeeTheTrade]

$ALLR is $CORT switching their ticker to $💩💩💩💩??

[Van Gogh Research @SeeTheTrade]

$ALLR again just bluster..core facts remain unchallenged..all the more of a reason that this should be $5B and $CORT $5M

[Veekay @Veekay0606]

@SeeTheTrade Look at the sheer stupidity, comparing $25 m MC company to a monster $5 B MC company that has stood the test of time. $CORT is a clear winner, look out for the Q1, 2026 results. They are dropping on Thursday of this week.

[Van Gogh Research @SeeTheTrade]

$CORT is 💩 Relacorilant never would have been approved in PROC if not for limited treatment options..CRL for hypercortisolism indication tells u everything you need to know about this.. $ALLR Stenoparib is the future 💪💪

[Bio/Tech @BioTechCash]

$ALLR tbh I cant imagine ever giving Relacorilant to my worst enemy.. imagine having a few months left to one's life w PROC and dealing w non stop puking diarrhea no appetite fatigue nausea rashes not to mention real life-threatening serious side effects..

[Van Gogh Research @SeeTheTrade]

@ellaellaeeh2017 correct.. ovarian is what we are looking at right now...but CRC partnership can come at any time and also increases potential BO price

[Van Gogh Research @SeeTheTrade]

$ALLR I feel like I'm in 10th grade bio again.. great explanation!!

[Ceazar @Ceazar_Black]

$ALLR WNT in plain english: it's a signaling network that when overactivated tells cancer cells to keep dividing, resist treatment, and behave like stem cells. that stem cell phenotype is a core reason advanced CRC is so hard to kill with chemo. (So normal cells have a defined identity and a defined job. A colon cell is a colon cell. It does its thing and eventually dies on schedule. Cancer cells start losing that defined identity, and when WNT is overactivated, they start reverting toward a more primitive, stem-like state.
Stem cells by definition are cells that haven't fully committed to being any particular thing yet. They're flexible, they self-renew, and they're hard to kill because they're built to survive and keep dividing. That's great when you're building an embryo. It's terrible when it's happening inside a tumor.
What it means practically in CRC:
When WNT is firing constantly in a colorectal cancer cell, that cell starts behaving like it's a stem cell again. It becomes better at resisting chemotherapy, better at surviving in hostile environments, better at seeding new tumors in distant organs (metastasis), and better at repopulating the tumor after treatment knocks it back.
This is actually a major reason why CRC responds to chemo initially and then comes roaring back. You kill most of the tumor but the cells with this stem-like phenotype survive, and they rebuild it.) 6/

[Van Gogh Research @SeeTheTrade]

$ALLR not every day that you buy $100s for pennies

[Van Gogh Research @SeeTheTrade]

$ALLR $4.5 Billion/15 Million shares = ~$300/share

That's the math

But tbh considering that $ALLR kicks $CORT maybe we hit $500??

[Ceazar @Ceazar_Black]

$ALLR since people are asking, let me put that hazard ratio in context by comparing it to the drug that just got FDA approved in the same disease
Corcept's relacorilant (Lifyorli), approved March 25, 2026 for platinum resistant ovarian cancer. ROSELLA Phase 3 data:

-hazard ratio: 0.65 (35% risk reduction)
-median OS: 16.0 months vs 11.9 months control
-requires IV nab-paclitaxel (not oral monotherapy)
-grade 3+ adverse events in 74.5% of patients
-neutropenia, peripheral neuropathy on the label
market cap: ~$4.5 billion

stenoparib, DRP selected (cutoff of 80) from the AACR 2026 poster:

-hazard ratio: 0.13 (87% risk reduction)
-median OS: not reached, estimated above 25 months(now over 30months in December shareholder latter, now at the end of April)
-oral monotherapy, no IV chemo required
-zero treatment related deaths
-zero thrombocytopenia, zero grade 3-4 neutropenia
market cap: ~$19 million

[Van Gogh Research @SeeTheTrade]

$ALLR
I hereby present to you:
Jeremy Graff, PhD
Eli Lilly and Company
16 yrs 10 mos
https://t.co/JOnyB4eRHr

[Bio/Tech @BioTechCash]

$ALLR when Lilly likes the data nothing stops them

[Van Gogh Research @SeeTheTrade]

$ALLR is the next $BIRD.

Mark my words.

[Van Gogh Research @SeeTheTrade]

$ALLR this probably makes sense if you mentally challenged..

Like not taking into account that $ALLR is $20m mkt cap and vs $5B so the premium is going to be easy bigger... Also it's far more likely to happen only after data at which point it would presumably be min $25-30 share

[Smile Breathe Go Slowly @wwjshort]

@Ceazar_Black Was already a 5.6 bill market cap bud. By your calculations. 10% increase for ph2 buyouts over existing market cap. would put $allr at 1.30 range

[Van Gogh Research @SeeTheTrade]

$ALLR when we sell at $50-80 we will have the last laugh