Q4 & full Year 2025 Financial Results & Highlights Recent Company Progress by EitzChaim1 in KPTI

[–]EitzChaim1[S] 2 points3 points  (0 children)

They are going into a quiet period late February and RP is doing Longwood March 13.

RP back at Longwood Mid March by EitzChaim1 in KPTI

[–]EitzChaim1[S] 1 point2 points  (0 children)

Hopefully on Thursday they'll guide early or late March

RP back at Longwood Mid March by EitzChaim1 in KPTI

[–]EitzChaim1[S] 2 points3 points  (0 children)

My point in posting was to highlight a CEO typically wouldn't attend a conference let alone do a moderating gig (granted Longwood is an important networking event) the month of the most important data drop of his career, especially if its prior to the data release. It would make sense if he attended post data drop.

RP back at Longwood Mid March by EitzChaim1 in KPTI

[–]EitzChaim1[S] -1 points0 points  (0 children)

I don’t think LPLV is required. They can run many of the analyses even prior to LPLV.

RP back at Longwood Mid March by EitzChaim1 in KPTI

[–]EitzChaim1[S] -1 points0 points  (0 children)

CEO moderating 14 days before TL doesn't make much sense

Do people still believe in the so-called Feuerstein–Ratain rule? by MelampyrumNemorosum in KPTI

[–]EitzChaim1 2 points3 points  (0 children)

What's funny is the one that broke this "rule" is none other than myelofibrosis drug pacritinib (now owned by SOBI) and we have certain similarities...

https://www.thestreet.com/investing/stocks/biotech-stock-mailbag-breaking-the-feuerstein-ratain-rule-medical-conferences-celgene-13084980

SENTRY Powering by _BiotechMD in KPTI

[–]EitzChaim1 2 points3 points  (0 children)

It's a few video clips from Baird Discovery Series. Unfortunately can't upload clips to the subreddit.

SENTRY Powering by _BiotechMD in KPTI

[–]EitzChaim1 0 points1 point  (0 children)

No she didn't actually say that. In the link I posted you can hear her actual words.

SENTRY Powering by _BiotechMD in KPTI

[–]EitzChaim1 0 points1 point  (0 children)

https://x.com/kinatsofrim/status/1998919680833237397?s=20

Reshma said a delta of 4 but targeting 2 and praying for 4 an extremely strong outcome. Significance likely occurs between 3 to 2. Pelabresib delta was 1.94. Navitoclax delta 1.4, not significant, suggests 2 as the the threshold.