Katrina Helle

$MLTX When IZAR-1 data drops, I expect a significant move in MLTX over the following three trading days. I’m comfortable calling for $55/share if SLK delivers best-in-class results in a second major inflammatory skin disease. This is the first time I’ve made a specific clinical-data-based price prediction for MLTX. The setup is compelling: • Real float reportedly just over 10M shares • Approximately 6M shares sold short • Potentially best-in-class data • A potential pipeline-in-a-product • Major M&A interest If the data validates the thesis, I believe funds could view $55 or less as a bargain. With institutional buying and shorts forced to cover into a limited float, the move could get explosive. I previously projected a potential $140/share M&A valuation and still stand by the thesis, adjusted to roughly $130/share after the June equity raise. NFA.

$CLSK $IREN We gotta wonder why these two get held down the most of the whole sector. we know they arent junk and they both got a lot of power and a lot of infrastructure. Two very high commodities in the new world of AI. MMs know what these are and they dont wanna let them go until they get you out. Plain and simple. Every single person here knows theyre as solid of companies as they come. This will be a game of patience.

$MLTX I’m honestly amazed that roughly one-sixth of the company was sold at $20/share just weeks ago, yet people can now buy the stock for under $19. This market is absolutely incredible. If I hadn’t already loaded up below $18, I’d be relishing this opportunity. How ridiculously mispriced can things get—especially with a major data readout ahead? The market can be absolutely fkn dumb sometimes.

$BMEA $MLTX You’ll get your wish if our scientific models continue to be as accurate as they’ve been. $MLTX: Our prediction model projects that SLK will deliver an ACR50 response rate of at least 53.6%. For IZAR-1, we’re forecasting a placebo response rate just under 11%, giving SLK an estimated 42.6% delta—an historic potential homerun in PsA. If the data confirms these projections, I believe the stock could soar to over $55/share within three days of the data release. $BMEA: For BMF-650, our model projects a minimum 4-week weight loss of 5.9%, with 6.8% being the more likely outcome. Regarding patient discontinuations, we estimate a 51% probability of a maximum of one withdrawal from Cohort 5 and a 49% probability of zero withdrawals. Once again, this could be a massive homerun for BMEA and potentially establish BMF-650 as a next-generation oral small-molecule GLP-1 with minimal tolerability issues. Tolerability is arguably the biggest issue facing the current GLP-1 market, which is why the September BMF-650 readout is so important. Personally, I like BMEA primarily for Icovamenib—that’s where I believe the real long-term upside lies. But BMF-650 could be the program that puts BMEA on the map. NFA.

$MLTX The date listed next to a status change on ClinicalTrials.gov is simply the day the company's regulatory team got around to updating the public database, if you count that as the official last patient, last visit, date you'll always be late. A trial can achieve full enrollment or wrap up its last patient visit weeks and even months, before the status on the website actually changes. If you rely on the date of the website update to start your "data lock countdown," your math will almost always be late. The CEO said; "in about about a month" on June 22. If anyone knows when it'll be ready; it's MLTX management. Sources state the LP, LV, was on June 9. If we rely on MLTX trial vetting history; 4 weeks is all they usually need as they are extremely efficient. This means their window for data release ranged from July 12-26th. Given they prefer Sundays, as a Sunday release which caters to the needs of massive health funds, Sunday, July 26, is simply the most likely by default.

$MLTX reality… most people will enter when this is on the run, ie $27 +

$MLTX where are yesterday's bitches? When they were crying, I was buying.

$MLTX super low volume. Nobody wants to flinch. We got ourselves a mexican standoff for moonlake.

$MLTX I know it’s been mentioned many times but think about this: Why did funds buy $200M of shares at ~$20 if stock mostly drifts between 18-19? ..Exactly!

$MLTX this price action does excite me whatsoever, been the same nonsense going on for weeks, we need to blow past 20s already and hold

$MLTX It's really ridiculous and disgusting, that we are sticking at the same price like on 5th of Jan26 (18 something) despite all these fabulous news and milestones since then...

$RE.X 1 million bucks in short liquidations in past 24hrs. They dropping like flies every minute on the ticker. Way Cool!!

$SLS 💪🏻💪🏻💪🏻💪🏻💪🏻🏃‍♂️🏃‍♂️🏃‍♂️🏃‍♂️🏃‍♂️💉💉💉💉💉🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀Lets go !!!!!!!!!

$SLS so these updated findings on CR1 survival rates on BAT surely deserve a news headline over Pharma Bro pulling info out his ass like you ran with today, right StockTwits l?

$SLS this paper is indeed a catalyst. It kills the bear thesis dead for good. It’s the kind of paper that gets the Baker Brothers onboard. Let’s see if investors pay attention tomorrow. Should go to $20.

$SLS the talk tomorrow will be a huge milestone. If there was only failure, this wouldn’t even be a consideration. Don’t get in your head about it but let’s be realistic- this is always a good thing. Hang on, more to come here.

$SLS This is absolutely huge!! This paper exists because the field recognizes that non-transplanted AML survival benchmarks were poorly characterized. 362 newly-diagnosed AML pts who achieved CR1 and did NOT go to transplant, 2016-2023. Remember this is CR1, not CR2 so this serves as a ceiling for survival estimates. REGAL's BAT is HMA/ven, LDAC, observation, so the comparator is the low-intensity (LIT) venetoclax group (n=198, median age 74): LIT + venetoclax: median RFS 10.8 mo, median OS 16.6 mo LIT without ven: RFS 6.3, OS 12.5 (Intensive Treatment+ven, for reference: RFS 23.5, OS 30.3 — but that's a median-age-52 cohort, not REGAL's population) Thats for CR1! A second remission is shorter and more chemoresistant than a first. ELN 2024 inside the LIT cohort (n=257, 77% ven): Favorable - RFS 13.7, OS 25.1 Intermediate - RFS 10.2, OS 17.5 Adverse - RFS 5.3, OS 10.6 The cohort did exclude CBF patients however, but not likely to be enriched in REGAL given the median age. This points us at a likely mOS for CR2 patients at well below 16-18. Also worth noting that 250 of 612 CR1 patients (41%) at MD Anderson proceeded to allo-SCT. Even at MD Anderson, with 855 allos in two years and every resource available, 59% of first-remission patients never went to transplant. REGAL's arm is a worse remission, pre-screened as ineligible. Enough said. I can't own enough SLS.

$SLS New data on survival in non-transplanted AML CR1 patients in the age of venetoclax. mOS 19 months for the cohort, but less in the >60 age subgroup. ELN 2024 status seems to be the strongest predictor. others may be interested in the subgroup breakdowns. PDF can be downloaded

$SLS why can’t people just comment on the known village idiots instead of constantly resharing and them?