co145

@paulpetertak I think it's time you reevaluate how u deal with Wall Str. Great data Muted reaction. Perhaps Conf calls would have supported higher stock prices=less dilution on recent offering. Shareholders, insti and retail, expect nothing less. Your approach is not working.

@paulpetertak @candeltx Incredible long tail data! But a muted stock reaction. Why? Because co does not believe it's important enough to hold typical conf calls on meaningful data release or qtrly earnings. X is not equal to calls. Begin acting like a ~400m public co!

@paulpetertak @candeltx You completely mischaracterized the royalty deal in the 8k and then raised $100m publicly. I smell shareholder lawsuit. Not a way to treat shareholder. Stock will show you that.

@Stmkrs Not a straight forward royalty deal. More of a structured "debt" leaning deal with liens, lose default measures, licensing, partnership, financing restrictions, change of control etc. Not as clean as 8k suggested which may impact BO interest. They should sell before approval

@RouteCO145 What new did you find? (I havent had the time to read the 10K)

@paulpetertak @CandelTx Furthermore, the 8k was a complete misrepresentation of the actual RTW deal. The SEC has tight rules on this.

@paulpetertak @candeltx SHAME ON YOU! The royalty deal 8k details are so far off compared to the 10k contract. This is more a structure credit deal and atypical of a basic royalty deal. This is how a CEO becomes known as being slimy. Limiting important details in 8k.NOT GOOD!

@CandelTx @paulpetertak @paulpetertak I listened to Cowen event. I keep failing to understand why there are only 451 biopsies and 313 for the 2yr when there were 745 patients in the trial and biopsy was protocol?! It does not make sense to have missing biopsy when protocol required it. PLS explain

Our CEO, Dr. @paulpetertak, will present at the TD Cowen Health Care Conference this week. Highlighting Candel's progress in developing off-the-shelf multimodal immunotherapies, including aglatimagene besadenovec (CAN-2409) and linoserpaturev (CAN-3110). ir.candeltx.com/news-releases/…

@paulpetertak @blabla20180113 If the trial was initiated today as compared to ~14 years ago, what would you do differently? Endpoints, populations, biopsy, mechanism, etc

Thank you for the thoughtful question. Our primary focus is on helping patients live without cancer, which is why disease-free survival (DFS) is the most clinically meaningful endpoint in this curative-intent setting. DFS captures what matters most to patients: avoiding recurrence, additional therapy, and progression. With respect to metastasis-free survival (MFS), this was not a prespecified or powered endpoint in the study and therefore will not be reported in the Lancet Oncology publication. Importantly, at a median follow-up of 50.3 months in a localized prostate cancer population treated with curative intent, the development of distant metastases is not expected to occur frequently. As such, the study was neither designed nor powered to assess differences in MFS at this stage of follow-up. Regarding overall survival (OS), detecting meaningful differences would require substantially longer follow-up , typically well beyond 10 years in this disease setting. The goal of treatment here is durable cancer control and prevention of recurrence. Any potential improvement in overall survival would be considered a long-term consequence of sustained disease control and therefore represents a possible additional upside after prolonged follow-up, rather than a near-term evaluable objective of this trial. We remain focused on delivering durable, clinically meaningful benefit consistent with the statistical design and regulatory alignment of the study.

Last day of ask me anything on top of a busy job. Need to catch up on sleep. Thank you all for the great questions.

@paulpetertak Chair Manning did the right thing! Very smart, very impressive. All of you are doing the right things to succeed. From the science to Wall Street. Patients will ultimately be the biggest benefactor!!!!!!!!

$CADL Ask me anything

Chair Manning did the right thing! Very smart, very impressive. All of you are doing the right things to succeed. From the science to Wall Street. Patients will ultimately be the biggest benefactor!!!!!!!!

@paulpetertak @Philipp239862 If NCCN "endorses" it and places it as a treatment regime or "Line", doesn't this declare it "SOC"? Of course it has to meet everything you mentioned, but it seems NCCN is critical for uptake and "when".

⸻ Standard of care is not declared, it’s earned. It depends on the strength and durability of the data, regulatory approval, inclusion in clinical guidelines, physician adoption, and payer support. That process takes evidence and time. Pricing decisions are based on clinical value, treatment duration, outcomes, and the existing therapeutic landscape, not simply on a label of “SOC.” Our focus is generating robust data showing we can meaningfully reduce recurrence risk and improve long-term outcomes. If the evidence supports it, guideline inclusion and broad adoption typically follow.

@paulpetertak That role is of utmost importance. When may be the right time? Do you reference them and their function in your 10-K?

@RouteCO145 They provide the complete commercial capability. Will disclose at the right time.

@paulpetertak This should be on your website....it answers so many question!

The past few months have been quite busy. I'm back on social media this week to address your questions. However, please keep in mind that there are limitations regarding what I can discuss, given my role in leading a public company. $CADL

@paulpetertak This hour is great!

@paulpetertak If they are serious candidates where any work has begun and may one day move to clinical, consider adding to the pipeline table. It portrays the magnitude of the opportunity of the platforms. Again, Wall Street has an insatiable appetite for more and more and more.

@RouteCO145 We have CAN-3110 plus 3 preclinical candidates based on enLIGHTEN Discovery Platform. We can do this again and again. Focus now however is advancing aglatimagene in prostate cancer and NSCLC.

@paulpetertak I understand. Smallcap peers have extensive pipelines with various clinical & preclinical targets which demonstrate the magnitude of the platform. Tight on cash now, but that will change someday. Are there any preclinical targets that are being researched now to expand pipeline

@RouteCO145 Next top priority: NSCLC

@paulpetertak As you know, Wall Street has an endless appetite. LOL

@paulpetertak Assuming an approved BLA, what are the next potential pipeline additions based on the science? Or do you not expand the pipeline and commit to pancreatic?

@paulpetertak What a smart thing for you to do fielding all the questions (basic or thoughtful.) With retail still holding a significant %, this transparency is invaluable and should be supportive to stock. TY