@WTec78 @EnderKaris @resveratrol67 @AllarityTx It all comes down to ph 2 data. That’s our launchpad.
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Jim Rothman
10.2K posts
Jim Rothman
@Jim_Rothman
Born and raised in Seattle, WA, (Seahawks!!) I'm an actor, writer, director, & believer in the dream. :) My opinions are always my own.
Los Angeles, CA Beigetreten Ağustos 2009
332 Folgt831 Follower
$ALLR AACR 2026 preclinical WNT data and their statements through 2025 suggest interest in partnerships, which will likely be for stenoparib CRC Phase 1b|2, with @AllarityTx retaining ovarian/SCLC rights, and the partner funding and conducting the CRC trial using DRP for enrichment.
Time will tell soon…
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What’s ironic is that $ALLR is cheaper now than back when it was under a dollar, because the ceiling continues to rise, along with the floor:
- second buyback
- $20M loan
- no dilution (at low prices)
- SCLC study underway
- ovarian trial maturity
The stock is getting cheaper ⏳
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@WTec78 @resveratrol67 @AllarityTx We needed funding so we didn’t have to announce we were a GOING CONCERN, meaning we wouldn’t have had enough cash to get past 1 year. That would have cratered the stock. That’s why we got the loan in the first place. The great terms might have been reflective of the data thus far
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Don’t forget companies do raise money as they achieve goals… keeps them financially healthy, responsible and with monetary power to achieve further goals.. so this type of calculations are not linear equation$.
$ALLR @AllarityTx continues to progress and achieving desirable outcomes one step at a time.
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@BioTechCash The disconnect is the data. We don’t have it yet. And the history says a company with no money, debt and no future. Get great data, the game changes. Bad data we drop to nothing. It’s pass/fail. Mkt doesn’t want to gamble until it’s proven with the data.
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$ALLR Mkt pricing this at zero..retards.. btw for ovarian *alone* fair value should be over $50 imo at 16m shares...once Stenoparib data is released this you'll be wishing you could've gotten more under $20..
Ceazar@Ceazar_Black
$ALLR let's do the CRC math properly because i don't think people are thinking about this right. 150,000 new US CRC cases per year, but patients don't disappear after year one, they accumulate, so the revenue pool builds every single year as new starters add to the existing patients still on drug. three scenarios: conservative (10,000 new patients/year, 18 month avg duration, roughly 15,000 steady state patients on drug = $2.7B annual revenue), base case (25,000 new/year, 24 months, roughly 50,000 steady state = $9 B annual revenue), bull case (50,000 new/year, 30 months, roughly 125,000 steady state = $22.5B annual revenue). the duration assumptions aren't pulled from thin air either, in the ovarian cohort two heavily pretreated 3L+ patients are still on drug past 30 months, DRP-selected CRC responders could look similar. pharma acquires oncology assets at roughly 3-5x peak sales, so the conservative scenario alone implies an $8-13B asset value, base case is $27-45B. current allarity market cap is about $20 M. the market is pricing exactly zero CRC optionality right now. the ovarian mid-2026 readout is still the primary catalyst and nothing changes that. but the CRC program is a free option sitting on top of it, and the Indiana Biosciences AACR abstract is the first hard data showing that option has real underlying value. long and biased, do your own work. 1/
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@TheMightyForego Question is why the musical chairs.
If we aren’t renominating Androski, who would they pick? We need a CEO from ROIV, but would ROIV allow that? Does Whitefort have enough shares to pick one, or at least install their own board member?
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@resveratrol67 Likely naked short sellers or simply shorts. Market is down on news, they capitalize.
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@Jim_Rothman Doesn’t make much sense when supply is dry. Level II is thin, yet it comes down. Just shorts, what else. Nobody’s selling.
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$ALLR Healthy pullback.
We were in a rising channel so it was bound to happen. It’s doing it with the markets. Could see $1.25 to $1.30 but that’s another loading opportunity.
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@resveratrol67 @sumitroy2 But all this hinges on the 15 patients being translated into <40. Bigger sample size. More to cover, control, more not to happen. I’m not skeptical, just cautious. Like I said, been down this road before. Could be BIG. Could fail spectacularly. I’m hopeful. Just cautious. 2/
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@Jim_Rothman @sumitroy2 I wouldn’t be so sure.
Imo, $CAR’s just done a 6X. In terms of mcap, it’s a lot. If ALLR does a 6x, mcap would still be small. However, idk if a squeeze for allarity would be considered a squeeze, since it’s so undervalued that even violent upward moves would be justified.
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@resveratrol67 @sumitroy2 I meant a $600 valuation. On positive data at the minimum IMO it could get to $3. Could see $3 before the news comes out depending. W/spectacular news, could see $7. From there they announce BTD application. We wait 2 months. Positive news on BTD, maybe $15-20. Just depends. 1/
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@resveratrol67 @sumitroy2 We won’t get that level of super squeeze but a squeeze is possible. Just need that data.
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@BiotechXGuru We could 💯 see $3 before data. Beyond that we’ll
See
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$ALLR if we break $1.40 this change whole dynamic for this little bio.
Potential to go $5 - $10 imo .
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@WTec78 @Luckyjs37 @Enveric_Bio @MicrodoseHQ @WebullGlobal Prelim had been great yes. I’m being cautious. Invested & building slowly but cautious. I was in NOVN. Which was a slam dunk & filed for bankruptcy @ yet still got FDA approval. So money isn’t the issue here. It’s strong data from an expanded field of patients. It has to hold up.
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@Jim_Rothman @Luckyjs37 @Enveric_Bio @MicrodoseHQ @WebullGlobal data is coming.. then Breakthru will follow $ALLR U don’t get 20M$ and sit wait for results…. They know what they waiting for… (each therapy is 4-weeks long and it’s been 9-months…. How much do they now already?)
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.@microdosehq details the withdrawal of a Post Grant Review petition filed against Enveric’s ‘276 patent, reinforcing the strength of the Company’s intellectual property estate for its pipeline of next-generation, psychedelic-inspired therapeutics. bit.ly/3MM7ZlO $ENVB
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@WTec78 @Luckyjs37 @Enveric_Bio @MicrodoseHQ @WebullGlobal So they are expecting a big move or a reserve split? I doubt the ladder so it must be the former.
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@Luckyjs37 @Enveric_Bio @MicrodoseHQ @WebullGlobal @Jim_Rothman that’s one example of why they took away buy bottom…
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@TheMightyForego They should have. At this pace, we’d have gotten around to them in a decade or so and the invested funds on interest woulda paid us back. 🤦♂️ C’mon Pfizer! Let’s get to it.
I’d like to believe Fast track for AB 101 indices a buyer for it, but I know better. Be a while.
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@resveratrol67 My only caution with ALLR is that more ppl the bigger the sample size, the lesser the results. But what they already tested in phase 2 was incredible. So if they confirm those results they already tested then we should be good. But still a gamble. A home run or strikeout.
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@Jim_Rothman Probably because they are involved too.
Our best shot is science, and a buyout.
Conviction & Patience, there’s no other option.
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@resveratrol67 No one really pays attention to penny stocks. So it’s easy to get away with a lot. No administration has done anything
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@Jim_Rothman Indeed. And ever since, big brother made sure to not let that happen ever again.
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@resveratrol67 That’s why the GameStop saga was such a big deal. The peasants won that round.
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@Jim_Rothman Good point. That’s the way the world works.
Big corporations get “fined” less than the amount they make from their illicit acts.
Sadly, there’s no more to it.
It’s a web of corruption.
All that’s left for us, the peasants, is patience. Until data and the inevitable happens.
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