

ChimeraResearchGroup
5.7K posts

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





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

$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

$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"

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


@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?


$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’ 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

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.

$CRDL is moving well ahead of the plans in the right direction! Patient enrollment surpassed 50% in early January and has now reached 75%.

We’re pleased to announce the expansion of the U.S. MAVERIC Phase III trial network to address growing interest in the pivotal program. Patient enrollment surpassed 50% in early January and has now reached 75%. $CRDL 🔗Read more: cardiolrx.com/cardiol-therap…


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!

$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.