Ellaella

@little_kitsuneh @TiloJung This is so fire

@TiloJung Impressions are not hypotheses. It’s always better to let your audience think for themselves rather than labeling someone "strange." You say he’s built a world to avoid his blind spots, but you might be doing the same, using storytelling to avoid your own blind spot: journalism.

How STRANGE is Mark Zuckerberg?!

@jerryPopsGerald Hahah that was not the point

@ellaellaeeh2017 Thanks for posting. We on this thread are just starry eyed amateurs with rose colored glasses. You set me straight. I’m out.

Beware the pump. $ALLR is promising, but CRC is still early. Preclinical data isn’t proven patient benefit. Be bullish if you want; just don’t confuse hype with facts.

@Moneymanrupert No need to lead with insults. Yes it is undervalued but 5b or 10b right now? I’ve seen some bombastic numbers and others claiming outrageous claims about shorts (same as we saw with AMC). It’s too early for that.

@ellaellaeeh2017 FACTS=Trading at cash levels, extremely undervalued compared to peers by multiples... ur talking like this is trading at 10x cash levels... smh

@Ceazar_Black Are your revenue numbers based on gross list price or realistic net sales after rebates, discontinuations, and real-world attrition? And why apply a 3–5x peak sales acquisition multiple to a preclinical CRC program as if it’s already a de-risked commercial asset?

$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/

@Ceazar_Black Isn’t citing two long-duration ovarian patients a weak basis for assuming CRC responders will have similar average duration, given they’re different tumors and different treatment settings?

@Ceazar_Black Why are you using 18–30 months average time on drug in CRC when approved refractory mCRC drugs typically show treatment durations measured in months, not years?

@Ceazar_Black How are you getting from ~159,000 total new U.S. CRC cases to 25,000–50,000 new treated later-line patients per year for ALLR, when stenoparib’s CRC data are still preclinical and not even human efficacy data yet?

@daPhuc28 @Ceazar_Black Trick question?! 😅😂

@Ceazar_Black Any idea why market cap says $24.6M now on Robinhood?

@resveratrol67 Please dont start this AMC bs here.

I believe someone mentioned this last year. It seems highly likely that way more shares are owned by retail than the entire float (~15 million). I believe that is the reason they don’t let the price go up $ALLR

@Ceazar_Black Hello 😊 @Ceazar_Black what was your last “diamond in the rough”?

$ALLR The bar is just so low..it's just timing.. and now we're in the final countdown. Go look at their data.. they literally added like 4 months OS versus standard chemo.. and their drug is a intravenous combo w chemo with a whole host of side effects We on the other hand have easy oral delivery and over 30 months on a monotherapy with no chemo when on BID dosing.. also DRP biomarker shows stenoparib works w over 70% of patients

@infolibnews Who listens to this guy?

Ben Shapiro—after telling his audience for months that bombing Iran wouldn't lead to a wider war, and then claiming the war was just going to be a quick bombing campaign—is now telling Americans to prepare for a long war. "There is no way to extricate ourselves from this situation right now." Americans only got "tired" of Vietnam after 50,000 troops died, he says. "Our" military members are "heroes" because they're willing to "sacrifice" their lives "for a greater good"—a future world where "energy will become cheap again because the Strait of Hormuz will be free again."

@RyanRozbiani I hate this guy!

JUST IN 🇮🇷🇺🇸: Netanyahu started this war on Iran, and is now pushing for it to become a world war. He wants European and Arab countries to enter, have them all become destabilized, and have their economies destroyed, so Israel can become a superpower. This was always his plan.

@realDonaldTrump I hate you!

@cspan They can attack the strait from anywhere in Iran

Ceasefire Fmr Sec Def Leon Panetta on Strait of Hormuz: "My sense is that this administration has underestimated the consequences of this war. They were not prepared for what was obviously going to happen, which was a huge disruption in oil and a dramatic in the price of oil."

@nahal0211 @MEMRIReports I trust them tho. Cant say the same for the children r$ppixt turned k*iiers

@MEMRIReports All typical IRGC bravado !!

Former IRGC Commander-in-Chief Mohsen Rezaee: There Will Be No Ceasefire This Time; Iran’s Missiles Are “Infinite”; We Are Holding the U.S. by the Neck – The Fate of Hitler in the Snows of Russia Awaits the Americans

@S1472487046162 @MEMRIReports Where is Netanyahu?

@MEMRIReports It doesnt feel infinite in israel. Had a good night sleep. Attacks are dropping rapidly. They had one trick and its failing. Please dont ask fir ceasefire. You are doing great. Believe in yourself and take example from Khamenei 😂

@BallsonP @SaraDrake381689 @MEMRIReports And then North Korea started flexin 🤣🤣🤣. Its bad out here

@SaraDrake381689 @MEMRIReports everything he said is true though. they have just taken the THAAD systems from south korea in a desperate act leaving south korea open to attacks from north korea. point out a single thing he said that is false

@thief_busters U can pass disease like this - ie. HIV

Electrified Spike seat bait bike prank 😂

@sailaunderscore @boneGPT Pamp it

@boneGPT Dump et.

Michael Burry appears to be shutting down Scion Asset Management.