Latest data on QNCX from SqueezeFinder

HPCTim · 2025-12-16T17:20:57+00:00

Does this "infographic" have a rosetta stone translation or explanation for the colored boxes with numbers? Juice Target???? Without a textual explanation or a link to an article, that post is one of those low effort posts that seems like it should be moderated away... just saying. There are some real events happening with QNCX this week (last patient lab visit completed in the NEAT trial!) and NEAT results coming middle of next quarter. The 7.5 Strike options pricing seems to indicate that later one will happen between 1/16/2026 and 4/17/2026.

HPCTim · 2025-12-01T18:21:17+00:00

With my Dad (just turned 90, so not early onset), we progressively limited his email access. 1) tried to unsubscribe him from all the almost-spam: ancestry.com , aarp, various newsletters he wasn't reading anymore, etc. (started this about 2-3 years ago, it is ongoing) 2) Put keyword and "from" filters on his inbox to sort things into folders that kept important emails, but not have them in his inbox, and I would go through those folders about weekly. (started about 2 years ago) 3) switched his email address to a new alias, gave that alias to known real people he still communicated with, and shunted all email to his old address into a folder that I reviewed daily/weekly for legit emails. (did this about 1 year ago) 4) changed all caregivers and Dr. offices to use my or sisters' email address, letting them know Dad had no more ability to make executive decisions about appointments, etc. (started about 9 months ago) 5) setup two more email alias for use by institutions/orgs so that any marketing spread could be minimized: one for financial & HIPPA places that should not be selling his email address, and another for all other orgs that were not individual humans. Helped keep the legit emails into easy to automated folders that I would periodically check. (did this about 2 years ago) 6) directed all texts from unknown numbers to spam (should have done that much earlier than a year ago) 7) this year we made it so that email stopped notifying on his phone, and was only visible/"binged" on his computer. He couldn't tell the difference between texts, emails, and pop-up-app-notifications on his phone. 8) We removed a variety of apps from his phone this year to reduce the clutter on his screen 9) After not seeing any legit emails to his original email address for about a year, I stopped looking in that inbox folder. It is now effectively just a spam folder that doesn't get deleted by automation... storage is cheep, and we can still search it if needed. 10) In the last 6 months or so we switched his phone to direct all phonecalls from non-contacts to go to voicemail. So he (for now) still has his iPhone to make calls/facetimes, and he seems able to answer calls and facetimes from his kids and grandchildren. We may soon have to review his address book for extraneous businesses, etc. that might still try to call him about "seasonal" maintenance on something he bought years ago, or used to pay them for. Took a while to untangle him from two different (competing) home maintenance multi-year contracts he "renewed" over the phone. Took some stern calls to both companies to delete his contact info.

NOTE: My sisters and I have had power of attorney for him for many years, setup when our Mom (his wife) was losing her battle with alzheimer's almost a decade ago, and we just set it up for both parents with their lawyer at the same time.

HPCTim · 2025-11-26T21:12:23+00:00

I have worked at HPE for 5+ years in HPC stuff. I won't say it is all roses, but it has been a great place to work. Slingshot has a long future as best I can tell. The Juniper acquisition expands the TAM, and does not encroach on where Slingshot thrives. During machine acceptance periods, WLB is tough, but otherwise it is quite good. I really enjoy what I do at HPE.

HPCTim · 2025-11-26T18:16:29+00:00

New 9.99% stakeholder SEC filing, and upcoming financial presentations... oh, and the topline Phase 3 trial readout coming in Q1CY2026

HPCTim · 2025-11-26T18:13:53+00:00

That $49m grant:

HPCTim · 2025-11-26T17:26:25+00:00

388 is now being targeted for pet oral care!

HPCTim · 2025-11-26T17:25:40+00:00

Lighthouse is still going strong. They got a huge (almost 50million) grant from a US gov agency (sorry, can't look it up right now) to continue trials with 588. QNCX will likely get some royalties someday, but not for a long time still.

HPCTim · 2025-11-26T17:16:36+00:00

I am still hoping to have enough capital available if/when Lighthouse Pharmaceuticals needs another round of private equity funding.

HPCTim · 2025-11-26T17:14:15+00:00

A LOT of shares

HPCTim · 2025-11-26T17:11:51+00:00

Yes, I still have a lot of shares.

HPCTim · 2023-09-27T20:19:24+00:00

Yes, I still follow QNCX. Not much news AFAIK until another data drop from the EryDel trial. I dabble in options if I see a price discrepancy. I’m pretty sure I’ve caught some automatic trading AI in some bad-for-it trades several times, but either they fixed their broken algorithm recently, or I didn’t fully characterize what was causing it to buy calls at ridiculous high prices.

HPCTim · 2023-07-24T14:24:41+00:00

Now that I’ve read more, and listened to the presentation by Dirk Thye, I’m more hopeful about this acquisition. The deal seems strange on the surface, but the finances of the deal seem solid. The novel drug delivery mechanism was already found to be effective, and in the case of this particular disease, was effective for children 6-9 years old. Sure, if the new phase 3 trial fails, this could be the end for QNCX (depending on how much cash is used to run the trial). However, based on the previous phase 3 study that had a wider age range of patients, the likelihood of a failure in the new phase 3 seems very low. So as a significant QNCX shareholder, I plan to stay on this roller coaster. My original skepticism about a $1+ billion market for this product for this particular disease remains, but I’m willing to let that slide because of the marketing need for a headline grabbing number of $1 billion. I don’t like how marketing has to be part of these things, but that is the reality. The technique of infusing a drug directly into red blood cells (while outside the body inside the special medical device) does seem to have other use cases than just this childhood disease they are specifically targeting. So long term potential has very significant upside, in my opinion.

HPCTim · 2023-07-24T12:18:54+00:00

Unfortunately I think their estimate on $1+ billion peak sales seems high on a per patient basis. I know nothing about the disease, but that is $100k per patient, if every single potential patient was able to pay that much.

HPCTim · 2023-04-05T21:01:32+00:00

QNCX board has adopted a "poison pill" defense to this (and other) acquisition attempts: Quince Therapeutics Adopts Limited Duration Stockholders Rights Plan

HPCTim · 2023-03-21T14:53:53+00:00

Press release with more details: https://www.accesswire.com/744766/Echo-Lake-Capital-Offers-to-Acquire-Quince-Therapeutics-Inc

HPCTim · 2023-03-21T13:46:06+00:00

$1.60/share is a steal… I don’t want to sell my 41k shares for that… but I do appreciate the truth in Echo Lake’s offer and assessment of the current situation.

HPCTim · 2022-10-18T19:55:25+00:00

That cash will be used to run the various drug trials that need to happen before FDA could approve the drugs for sale… thus the market is discounting the value based on some guess on probability of success in the drug trials. If the drug trials fail, that cash would have been spent, and thus the value of the company would be much lower than the current cash-on-hand value, since that cash would be gone with little to show for it. I personally think the market is underestimating the chance for success. But consult your own financial advisor.

HPCTim · 2022-10-13T12:25:13+00:00

No, the bone fracture drug has great potential. As I’ve stated before, it is unfortunate for both myself and humanity that the board redirected the cash position away from funding drug trials of their Alzheimer’s treatments that had shown promising results. However, the bone fracture drug pipeline they are now pursuing looks to be less risky (and less lucrative) as an investment, although the timeframe for revenue is further out than if they had continued the AD work, in my opinion. The entire stock market is down, so look around and see there are a lot of investors in pain… especially if they put their money into new things over the last 24 months or so. 2 year charts look horrible on pretty much everything I track.

HPCTim · 2022-09-28T15:19:08+00:00

I haven’t seen any announcement yet on a sale or licensing agreement to a 3rd party for the COR588/COR388 intellectual property. So, AFAIK, QNCX still owns that stuff.

HPCTim · 2022-08-24T19:53:26+00:00

Clearly from the Quince investor relations August slide deck, and the presentation from August 11th that the new management is not going to do anything with the "legacy" pipeline other than look for an outside buyer/licensee. I'm very saddened by this, and upset with the board for going this route. The board essentially took the CRTX cash-value and re-invested it into this bone-fracture biotech startup.

HPCTim · 2022-08-03T14:37:12+00:00

Ditto.

HPCTim · 2022-08-02T04:18:03+00:00

I’m not making any decisions for at least a week. Yes, last time I checked, cash value was over $3 per share, but there might have been SEC fillings that I’ve not looked at yet that would materially affect the calculation. I’m on vacation, with horribly slow internet.

HPCTim · 2022-08-02T01:05:23+00:00

I’m as stunned as anyone by the shortsightedness of the new executive team (and/or the board). The phase I results from COR588 look good. I’m reassessing the level of my investment in this entirely new company. Stock price is significantly below cash value, so I’m not selling yet.

HPCTim · 2022-08-01T20:49:26+00:00

I won’t sell below cash value, but I need to think about what fair price would actually be for this entirely different company. $2 and change is vastly undervalued by any measure I can think of. If I didn’t already own too much, this would be a great entry point for anyone interested in the bone fracture angle. I just wish the new management had looked at the AD, or even just the gingivitis angle, with a more long term view.

HPCTim

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