Martin

[Ceazar @Ceazar_Black]

$ALLR none of these questions have definitive answers yet. but they all point in the same direction. $23M market cap. 15.9M shares. cash to mid-2028. data readout in approximately 3 months. 20/20

[Jim Rothman @Jim_Rothman]

$ALLR This is a good chart. It had its technical breakout of the channel but it’s starting to approach over bought zone. That’s why think it could come down a bit before it takes off. Though it is ready for the next leg up.

[Martin @teminatore4]

$allr...allarity therapeutics...muy completo

[Ceazar @Ceazar_Black]

1/
$ALLR for those just finding this name, quick summary. allarity therapeutics is a phase 2 clinical-stage biotech developing stenoparib, an oral cancer drug with a mechanism unlike anything else in oncology right now. market cap is around $19 million. I think the market is completely mispricing this. here's why..

[FonsieTrader @FonsieTrader]

$ALLR – Quiet base… starting to wake up 👀

Tight compression with higher lows pushing into $1.35–$1.40 resistance.

TTM Squeeze building → momentum loading.
MFI strong, OBV flat but holding → no real selling pressure.
💡 DD Angle:
• Microcap (~$20M) → moves fast on volume
• Biotech name = catalyst-sensitive (news can trigger spikes)

Break $1.40 and this can expand quickly toward $5.00+

👉 Early setup before the crowd.

[Martin @teminatore4]

$ALLR...97.034 shares in selling at 1.42....tic tac

[Martin @teminatore4]

@BiotechXGuru 97.000 shares in selling at 1.42

[Martin @teminatore4]

@BiotechXGuru It is offering for current expenses and in initial phases of research...I prefer $allr...for capitalizstion, with cash until 2028 and two phases two. No offering with 20mm in 2026 and correct cash management.

[Martin @teminatore4]

$allr...interesante

[Ceazar @Ceazar_Black]

13/
$ALLR still looking for the second AACR poster on stenoparib's activity in colorectal cancer cell lines via WNT pathway modulation. once that one surfaces i'll dig into it as well. CRC is one of the biggest unmet needs in oncology and if the preclinical data holds up at clinically relevant concentrations, that's a whole separate conversation about where this drug could go. stay tuned

[Martin @teminatore4]

@WestHam_Central Paco jemez

[Ceazar @Ceazar_Black]

$ALLR both readouts hit late 2026. both ph 2 registration intent. both have FDA fast track
zentalis has 106 employees gearing up for phase 3(burnt 137.1m in 2025!) allarity has 8 employees and no fat anywhere(~.5m/m burn!)
when stenoparib cohort 2 data confirms the signal this gap closes fast..or maybe just dose selection lol?

[Martin @teminatore4]

@orelmorales44 Soy del barsa y es roja clara. Cagada infantil de cubarsi. Es falta y es ultimo hombre. Deja que remate que esta joan y si mete seguimos con 11. Inocente, claro que guiliano lo busca pero no puede barrerlo

[Ceazar @Ceazar_Black]

$ALLR Also nice to see(besides those 2 patients over 30 months on steno and $5m BB thru 26):
-First ever revenue: $320K from DRP licensing services..so its real and making $$ (Also: Allarity Medical Laboratory Growth: In connection with the licensing of its DRP companion diagnostic platform, Allarity’s Medical Laboratory in Denmark also became a supplier of commercial transcriptomic analysis services, supporting the generation of laboratory service revenue.)
-Buyback details confirmed: 2,949,639 shares at $3.19M total ($1.08/share average..shows you how mispriced this is).
-8 employees (7 full-time, 1 part-time..small team)
-PARP inhibitor market size (I was under the impression of ~11B but report says over $21.0 billion by 2031" forecast)

[Martin @teminatore4]

@Ceazar_Black No, i lile $allr and you know it very well. But my question is only this....no more

[Martin @teminatore4]

$ALLR
I like Allarity therapeutics...but i do not like thak a lot of person only speak about $allr, no more shares, only this...no good

[Martin @teminatore4]

@Ceazar_Black
Hello. You only speak about $allr?? No more shares.

[Ceazar @Ceazar_Black]

$ALLR

> be Allarity in the eyes of the market
> still priced like the old mess
> but the company you are looking at now is structurally different
> and the CEO is running it like a compressed-timeline value creation exercise

> start with the basics
> ~$16M cash
> zero debt
> one class of common shares
> no warrant overhang except a tiny amount at very high strikes
> no toxic preferred stack
> no variable price death spiral nonsense

> this matters because in microcap biotech the cap table is usually the product
> here the product is the product

> enter Thomas Jensen
> walks into a real cleanup job
> and instead of telling fairy tales about 2030 he does the boring lethal stuff first
> cleans shop
> terminates anything that does not drive near-term shareholder value
> cuts waste
> cuts programs
> stops the bleeding

> burn quickly goes from ~1.4M per month to ~0.5M per month
> capex discipline
> lean ops
> no empire building
> one focus

> then he upgrades execution talent
> brings in Jeremy Graff PhD(Eli Lilly Oncology 16+ yrs/serial biotech entrepreneur)
> serious oncology experience
> not a resume ornament
> a signal that this is being run for outcomes

> now zoom out
> the company still raises small amounts sometimes
> but not with penny warrants
> not with toxic structures
> not with “financing as a lifestyle”
> it is controlled runway management

> and the key point
> the lead asset is funded through the next real inflection
> stenoparib into the data readout window

> people forget what market we are in
> PARP inhibitors are still not just a major category, but a growing one too
> expected to be $11-13B by 2030
> big money already validated the class

> the question is not “does PARP work”
> the question is “is this one differentiated enough to matter”

> stenoparib checks multiple differentiation boxes
> remarkably well tolerated compared to other PARPis and definitely compared to chemo
> oral pill
> quality of life matters in late stage disease
> fatigue shows up but the typical marrow toxicity profile looks meaningfully cleaner than peers

> and then the big one
> crosses the blood brain barrier
> most PARPis do not meaningfully do that
> brain mets and CNS involvement are where drugs go to die
> a brain-penetrant PARP is not a normal feature

> another big one
> activity is not limited to BRCA positive
> most people do not have BRCA mutations
> broadening beyond BRCA is where the real population is
> and it also changes the valuation math if the signal holds

> now look at the patient context
> these are not first-line patients
> multi-line(some even w 5+ lines of treatment)
> chemo (Platinum refractory resistant)
> prior PARPis like olaparib and niraparib
> prior Elahere in some cases
> “standard options exhausted” population

> and stenoparib still produces durable benefit
> this is the part the market keeps hand-waving away
> but durable benefit in refractory ovarian is the entire game

> so why is Jensen zeroing in on late-stage ovarian specifically
> because this is where “short term” in biotech actually exists
> short term in biotech means months to a year
> not 5 years

> ovarian late stage has bad options
> the bar for meaningful differentiation is lower than people want to admit
> and the FDA has precedent for approvals off strong phase 2 data in high unmet need settings

> notice the language and design choices
> this is not framed like a casual phase 2b
> phase 2b implies “cool story, see you in phase 3”
> this is being positioned like a registrational intent trial
> pivotal-minded
> dose work plus efficacy signal
> built to support a regulatory conversation

> and yes the current FDA/Makary posture matters
> less interest in dragging timelines when the signal is real
> more interest in efficiency when endpoints and populations make sense
> that aligns with Jensen’s playbook

> FDA notices
> adds the Fast Track layer
> fast track based on extreme durability signals in a population that often ends in hospice quickly(3-4 months left)
> when you can point to durable responses in a setting where survival is measured in months
> the FDA listens

> compare what the market rewards
> corcept relacorilant shows around a ~4 month benefit versus standard chemo
> stock adds 5 billion in market cap on that kind of incremental improvement
> the lesson is clear
> the market pays for even modest clinical deltas

> meanwhile other ovarian options
> immunotherapy combos and other regimens
> IV infusion
> meaningful side effects
> quality of life tradeoffs
> a well tolerated oral agent is not a small thing in this population, esp in monotherapy w/o chemo

> now address the “some patients didn’t do well” argument
> yes variability exists
> that is exactly why dose selection matters
> when you examine the dataset, BID dosing stands out
> the long duration responders are disproportionately in the BID cohort
> cohort 2 in the company’s framing
> and the dramatic early response example shows what the top end can look like

> practical dosing thesis
> 200mg morning + 400mg evening appears directionally correct from the responder cluster
> open question is whether 400mg + 400mg is needed or tolerable
> FDA Project Optimus forces dose exploration and justification
> start lower
> escalate rationally
> optimize benefit-risk

> this is not a bug
> this is how you design a near-term registrational path in 2026

> then there is the IP and durability of value
> patent expiry baseline around 2032
> but DRP-linked biomarker strategy can extend commercial defensibility for way longer
> because the value is not only the molecule
> it is molecule + selection engine

> which brings us to DRP
> the market treats DRP like a footnote
> it is not a footnote
> it is a separate asset with its own optionality
> and it is exactly the kind of thing that can create non-linear value if validated in a pivotal setting

> now the VA moment
> Veterans Administration is building a trial in SCLC
> originally niraparib in the design
> a billion-dollar PARPi
> and they switch to stenoparib!

> that is not retail speculation
> that is an external institution looking at tolerability, rationale, and fit in a chemo combo setting
> and deciding stenoparib is the better tool

> and then the real gift
> fully funded 166 patient study
> company provides drug product
> VA funds the rest
> 30-40M equivalent value of clinical execution you did not have to pay for
> another real shot on goal with asymmetric economics

> now address the 6M raise question head-on
> if you do simple math
> burn ~0.5M per month
> 12 months is ~6M
> ovarian trial cost roughly ~10M if you assume ~250k per patient for ~40 patients
> so why raise at all

> because public companies live and die by “going concern” language
> they need to show runway
> ideally 12 months plus
> and management prefers to avoid being forced into financing from weakness

> so the raise reads less like “we are running out of money”
> and more like “we are extending runway through 2027 so we control the timeline”

> and if the structure is no warrants and VWAP-tied
> the optimal execution is obvious
> do it into strength
> do it on a catalyst day
> do it when volume is massive
> let the VWAP be pulled upward by real demand
> raise the small amount without poisoning the cap table(say it goes to $5 raise ~1.25m shares at $4.75, almost nothing), no way he's doing it down here..

> this is Jensen’s entire pattern
> short term value creation
> timeline compression
> capital structure discipline
> don’t trade upside for survival financing

> and the punchline
> we have a clean cap table microcap biotech
> with a funded lead program into a real readout window
> in a validated drug class
> with tolerability differentiation
> Oral, no intravenous
> Monotherapy in ovarian, no chemo necessay
> BBB penetration differentiation
> activity beyond BRCA positive
> late-stage ovarian as the fastest regulatory path
> Fast Track as validation
> VA-funded SCLC as free upside
> DRP as a separate long-dated optionality layer

> market still pricing the ghost of the old company

> Jensen is running the rebuilt company like time is the asset
> and he is locked in on the only thing that matters
> months-to-a-year value inflection
> not a 5-year science project
> so yes, im buying this at below cash

[Ceazar @Ceazar_Black]

$ALLR 1000% I'm going to make another post later but that's absolutely true.. I've never seen a biotech CEO so conscious of dilution very rare..imo they're expecting very good data mid yr and they might have disclosed some of that under NDA to Streeterville but they need it to mature.. or else they never would have gotten these terms 5% on secured note and 9% on unsecured is very good terms in this market.. especially for early stage bio w no warrants? Non-convertible? And half not being secured? Now he can ride into summer of 28 zero headaches no more talk about money..

Tbh all this is about Thomas not having to put any going concern notice in coming Ks and Qs due to lack of having 12 m cash.. I think this summer once we have data release and/or breakthrough etc he'll raise again at much better pricing then where we are now..

[Sharan @SharanTrades]

$allr huge inverse h&s bottoming pattern on this stock. Great buy at current level, patience will pay on this one. Target level is the box shown. Most likely will hit 1.618 fib level🚀🚀

[Martin @teminatore4]

$ALLR. .

[Steve Mano 🇬🇧 🇨🇦 @stevemano101]

We should see interim data middle of 2026, but enough to potentially get BTD or accelerated approval - my guess is early/mid 2027. I am speculating $ALLR to be bought out at some point in 2027.

I think Jensen is very wary of dilution having done all that hard work to clean up the cap table. I am hoping for a 2027 buyout with the latest financing keeping them good until 2028, so hopefully no more dilution! It was painful to watch market cap go from $4m to $16m and share price stay flat over this last year, but hopefully we are on a good path now.

[Martin @teminatore4]

$allr...año Allarity Therapeutics (ALLR) cotiza a $1,267 (-6,14%)

https://t.co/CJKpXRRtYa