ChimeraResearchGroup

5.7K posts

ChimeraResearchGroup

ChimeraResearchGroup

@ChimeraResearch

Providing independent & actionable investment & trading ideas backed by fundamental research & analysis in biotech & pharmaceuticals

Katılım Nisan 2011
13 Takip Edilen3.7K Takipçiler
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Joe
Joe@Gantosj·
$VLTLF consolidation around the $0.54 support line & the 200MA with 5 straight days of testing & bounce off that zone! Anything below the 50MA (U$0.67) is a gift. Time to add at a discount, picked up $LIB.v on the TSX at C$0.75 (about U$0.54 - U$0.55) They deployed the unit at the Select site in just 1.5 months & already extracted half a tonne of #LCE Solid progress on both the technical and operational fronts.
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Joe
Joe@Gantosj·
$CNVI.v $CNVIF's CEO talking about the #FDA clearance they received on 04/20, for their hybrid IVUS/OCT device! A good recap of milestone! Conavi Medical CEO Tom Looby: FDA Clearance of Next-Generation Hybrid #Intravascular #Imaging youtu.be/1BpJ2eWAJQk?si…
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Joe
Joe@Gantosj·
$VLTLF $LIB.V great management team, with outstanding delivery & exceeding expectations. The chances to see the full 1000 ton/y commercial unit built & start working by YE-2026 are very high 💯🎯
LibertyStream Infrastructure Partners@LibertyStreamIP

March 1: site access at Select’s Howard County site. April 9: announced lithium carbonate production. Today: crews are working around the clock as we safely and consistently ramp output. Lloyd George and President & CEO Alex Wylie onsite. Execution in motion. $LIB.v $VLTLF

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Joe
Joe@Gantosj·
It’s great to see a well‑known European foundation partnering with $MDNA.to $MDNAF and run a new neoadjuvant trial with $BMY's nivo+ipi in #Melanoma patients ahead of surgery! The Italian foundation is fully funding the study, while $MDNAF is supplying MDNA11, a strong validation of the program & its scientific appeal.
Medicenna Therapeutics@Medicenna1

$MDNAF We are proud to partner with Fondazione Melanoma Onlus @FondMelanoma to present the NEO-CYT Trial at #ASCO26!  Join Dr. Paolo Ascierto @PAscierto in Chicago as we share Phase 1b updates on #MDNA11 for high-risk Stage III Cutaneous #Melanoma. Sunday, May 31, 2026 Poster #: 488a Learn more: ir.medicenna.com/news-releases/… #Oncology #Immunotherapy #Medicenna #ClinicalTrials

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Joe
Joe@Gantosj·
The Italian foundation choose $MDNA.TO $MDNAF's MDNA11 to be used as a neoadjuvant therapy with $BMY's nivo ± ipi Neoadjuvant strategy is testing efficacy before surgery! An emerging approach gaining importance in #melanoma immunotherapy for assessing treatment response in resectable disease. This trial is fully funded by the Italian foundation!
Joe@Gantosj

$MDNA.TO $MDNAF combo with $BMY's nivo The NEOCYT Ph-1b trial is a randomized, multi-center Ph-1b neoadjuvant trial evaluating MDNA11 (long-acting IL-2 Superkine) combined with nivolumab ± ipilimumab for Stage III cutaneous #melanoma This trial is sponsored by the Italian foundation "Fondazione Melanoma Onlus"

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Joe
Joe@Gantosj·
$MDNA.TO $MDNAF combo with $BMY's nivo The NEOCYT Ph-1b trial is a randomized, multi-center Ph-1b neoadjuvant trial evaluating MDNA11 (long-acting IL-2 Superkine) combined with nivolumab ± ipilimumab for Stage III cutaneous #melanoma This trial is sponsored by the Italian foundation "Fondazione Melanoma Onlus"
Joe@Gantosj

$MDNA.to $MDNAF Medicenna and Fondazione Melanoma Onlus Announce Presentation on NEOCYT Trial at #ASCO26 ir.medicenna.com/news-releases/…

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Joe
Joe@Gantosj·
$LIB.v $VLTLF still has plenty of cards left to play, & its profile in the US is only just beginning to rise following the redomicile & moving to #Texas IMO, Reverse splits done for positive, strategic reasons; like meeting Nasdaq listing requirements; don’t hurt valuation & I have several examples like $BLU or $ADUR that spiked up post the R/S & uplisting news! It’s the defensive, last‑minute reverse splits aimed at avoiding delisting that typically create negative sentiment.
Bergie@Miyaji786

@Gantosj Thanks Joe. But is there a chance of a reverse split pre or post Nasdaq listing and do you forsee further dilution to raise more capital?

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Joe
Joe@Gantosj·
$LIB.v $VLTLF's customer from North-Dakota Packet Digital awarded $27 million Phase III SBIR contract by the Naval Air Warfare Center Aircraft Division to scale domestic manufacturing of battery cells!!! They will use a domestic #LithiumCarbonate from ND extracted by $VLTLF packetdigital.com/packet-digital…
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Joe
Joe@Gantosj·
$CRDL's lead program MAVERIC in recurrent #pericarditis is a pivotal Ph-3 trial. Depending on outcomes, it could address an untreatable condition affecting >20,000 patients in the US. With accessible pricing and reimbursement potential, this could become a billion-dollar drug in an area where current options are limited to third-line interventions!
Joe@Gantosj

$CRDL's CEO: The key advantage to cardiox or lead oral therapy for #paricarditis and #myocarditis and other inflammatory heart failure syndromes is that it's an oral therapy. It's non-immune suppressing and it's going to be more accessible to patients. Currently, patients with recurrent pericarditis either have steroids which have toxicity and resistance as one of their challenges, or they have very hard-hitting biologic therapies which need to be injected regularly. They suppress the immune system. They can cause side effects such as an injection site reactions and increase infection risk and perhaps other medical challenges. In contrast, where a twice daily therapy, $CRDL's drug will be more affordable for payers. And, it'll be more accessible, given that it's dispensed orally, it can be dispensed at more points of care for patients.

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Joe
Joe@Gantosj·
The price of #LithiumCarbonate is spiking again to reach new 52W-High CNY183,880 about USD$26,893 after 3 months of consolidation. $VLTLF $LIB.v would charge even higher pricing as a domestic producer, especially when factoring in tariffs & shipping costs. And China continue to control & limits the orders to the US!
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ChimeraResearchGroup
ChimeraResearchGroup@ChimeraResearch·
Time flies by so fast, it's been a journey and productive 15 years on Twitter @X !
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Joe
Joe@Gantosj·
$CRDL's CEO: The key advantage to cardiox or lead oral therapy for #paricarditis and #myocarditis and other inflammatory heart failure syndromes is that it's an oral therapy. It's non-immune suppressing and it's going to be more accessible to patients. Currently, patients with recurrent pericarditis either have steroids which have toxicity and resistance as one of their challenges, or they have very hard-hitting biologic therapies which need to be injected regularly. They suppress the immune system. They can cause side effects such as an injection site reactions and increase infection risk and perhaps other medical challenges. In contrast, where a twice daily therapy, $CRDL's drug will be more affordable for payers. And, it'll be more accessible, given that it's dispensed orally, it can be dispensed at more points of care for patients.
Cardiol Therapeutics Inc.@CardiolRx

Cardiol Therapeutics’ President/CEO David Elsley joined @EllisMartinRprt to discuss clinical progress and the Company’s approach to targeting inflammation in heart disease. Topics include ARCHER data, MAVERIC trial progress, and CRD-38. $CRDL 🔗 Listen here: youtu.be/UEP3jaMZIcY

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Joe
Joe@Gantosj·
$VLTLF $LIB.v has the lowest CapEx & lowest OpEx in the entire #lithium extraction industry, providing a significant competitive moat. it's a genius revenue model, utilizing oil & gas waste "brine" that used to require payments to water handling companies for injection back. This turns a cost center into a revenue stream with no need to drill new wells, eliminating permitting delays and drilling costs!!!
Joe@Gantosj

I had a call with $LIB.v $VLTLF's IR to get clarification about the #DLE unit costs & am summarizing what I understood from the discussion. Why CapEx is Increasing from $21M to $37M: 1. Shared Infrastructure Investment: Some of the first unit's CapEx will be utilized across subsequent units through shared heavy machinery and infrastructure, meaning units #2, #3, and #4 will have significantly lower CapEx costs. 2. System Evolution & Efficiency Gains: Additional expenses are allocated for evolving the system, which will improve operating efficiency & reduce OpEx for the unit . 3. Expedited Construction: A larger contractor crew is being hired to expedite unit construction & maintain process efficiency, though this premium cost won't be needed for subsequent units. 4. Premium Components: Some off-the-shelf parts are driving CapEx higher but will extend the unit's integrity, longevity, reduce maintenance requirements, & extend the structure's life. 5. Media Manufacturing Equipment: Part of the CapEx funds equipment to manufacture their own media. This investment will lower OpEx & create a circular economy benefiting the current and future units . 6. Next-Gen System Efficiency: The next-generation system will be faster and more efficient with lower OpEx 7. Strategic Progression: It’s a journey, the company has successfully progressed from pilot to commercial unit, with plans to deploy multiple units across the US.

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Joe
Joe@Gantosj·
I had a call with $LIB.v $VLTLF's IR to get clarification about the #DLE unit costs & am summarizing what I understood from the discussion. Why CapEx is Increasing from $21M to $37M: 1. Shared Infrastructure Investment: Some of the first unit's CapEx will be utilized across subsequent units through shared heavy machinery and infrastructure, meaning units #2, #3, and #4 will have significantly lower CapEx costs. 2. System Evolution & Efficiency Gains: Additional expenses are allocated for evolving the system, which will improve operating efficiency & reduce OpEx for the unit . 3. Expedited Construction: A larger contractor crew is being hired to expedite unit construction & maintain process efficiency, though this premium cost won't be needed for subsequent units. 4. Premium Components: Some off-the-shelf parts are driving CapEx higher but will extend the unit's integrity, longevity, reduce maintenance requirements, & extend the structure's life. 5. Media Manufacturing Equipment: Part of the CapEx funds equipment to manufacture their own media. This investment will lower OpEx & create a circular economy benefiting the current and future units . 6. Next-Gen System Efficiency: The next-generation system will be faster and more efficient with lower OpEx 7. Strategic Progression: It’s a journey, the company has successfully progressed from pilot to commercial unit, with plans to deploy multiple units across the US.
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Cardiol Therapeutics Inc.
Cardiol Therapeutics Inc.@CardiolRx·
A better understanding of heart failure is opening new opportunities. David Elsley highlights why targeting inflammation, without suppressing the immune system, sits at the center of Cardiol’s approach. $CRDL
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Joe
Joe@Gantosj·
The $21M CapEx projection was based on the 2024 pilot unit $VLTLF $LIB.v As we all know, everything in the world got much more expensive, including the US tariff that added to almost every industry Think about $37M per 1K unit & build more gradually using your cashflow, vs. $SLI's success hinges on the $1.4B plant performing at scale.
Joe@Gantosj

In the $LIB.v $VLTLF Annual MDA, they stated the CapEx for first commercial 1K tonne DLE-unit is $37 million, which sparked some confusion! The CapEx pivot $21M to $37M isn't an overrun, it's an evolution. Adding the larger "Refining-Unit" which can produce 1000 tonne/year of lithium Carbonate at each site, essential to unlock low OPEX! $VLTLF's operating costs estimates to be under $4K per tonne, and #LitiumCarbonate prices at >$25K/tonne!

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Joe
Joe@Gantosj·
In the $LIB.v $VLTLF Annual MDA, they stated the CapEx for first commercial 1K tonne DLE-unit is $37 million, which sparked some confusion! The CapEx pivot $21M to $37M isn't an overrun, it's an evolution. Adding the larger "Refining-Unit" which can produce 1000 tonne/year of lithium Carbonate at each site, essential to unlock low OPEX! $VLTLF's operating costs estimates to be under $4K per tonne, and #LitiumCarbonate prices at >$25K/tonne!
Premski_@Premski_SGP

$LIB has announced that their CAPEX needs go up from 22 to 37mln.Will try to get more info on the details.I kind of expected that not everything will be rosy as this kind of business was never setup before so we are blueprinting it as we go.Expect a rollercoaster tomorrow.

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