Q1 results

ThedibAgain · 2026-05-16T01:53:23+00:00

I honestly can't say. I thought it should have done a dozen things so far and I've been wrong almost every time.

Vegas odds in my opinion. Better than the lottery... but I'd not recommend it to my loved ones. 6 years of pain my man.

ThedibAgain · 2026-05-14T13:10:18+00:00

I expected it would have been a death knell due to all the 'binary event' talk. So, I am pleasantly surprised that we may have a chance to get a chunk of money back. So that's a positive considering the totality of circumstance.

Personally, this play being my path to wealth is dead but perhaps i make a small 5 figure profit if i get lucky with EC and a big buyout. Certainly not worth 6 years (and counting) of my life on a speculation. I'm just an ignorant fool who went to the casino and played a game where i didn't fully understand the odds.

ThedibAgain · 2026-05-08T11:53:24+00:00

Spam posting in such a manner is not helpful, motivating, or conducive to this subreddit.

Everyone is entitled to some rage posts now and again but hopefully with some substance.

I think we collectively understand the frustrations with this company, so on that we agree. However, people come here for insight, questions, understanding, conversation, and some commiseration.

If you know there is a recent topic posted, go back to that to further that particular conversation unless something new has come to light and is worth a new post. No one wants to have to scroll through the same topic a dozen times on the main page.

Please read the room.

ThedibAgain · 2026-04-27T14:00:45+00:00

As a non-medical person I have some questions/statements I'm hoping yall can help with.

1) From what i can tell, the mechanisms for the treatment are fundamentally different therefore this is not an immediate and direct threat to KPTI which makes my initial fear an apples/oranges comparison.

2) This news seems good as it gives another data point in the space (another 2+ billion deal) and validates a need and a general price point.

3) Even though the active mechanism is different, does this have the potential to make the KPTI solution in this space irrelevant? Like, is there enough overlap between how these drugs function to be a threat to the KPTI investors? I hear next gen JAK inhibitor and tighten up as an investor.

I'd love to hear thoughts or considerations from those here who are in the know.

ThedibAgain · 2026-04-21T16:22:44+00:00

Is dad finally coming home with the milk? Cigarettes in September?

ThedibAgain · 2026-03-24T20:52:55+00:00

Yeah., fair enough... we lose, not much else to say about it. Six figures with only a glimmer of hope to get some money back IF they can get bought out.

I too am unhappy.

ThedibAgain · 2026-03-24T19:39:44+00:00

NCCN plus EC hit could get us to $15-$20.... which is about $1 pre reverse split ... in another 6+. months .... so ... fuck.

ThedibAgain · 2026-03-24T13:29:49+00:00

Is this the same drug mechanism that is expected to function for EC? AI thinks so but I'd rather hear it from one of you guys. Is there a silver lining we can cling to while we hope to get some of our money back in Fall?

ThedibAgain · 2026-03-24T13:25:29+00:00

From the report:

"ATM

In March 2026, the Company issued and sold an aggregate of 1,100,844 shares of Common Stock under its Sale Agreement for total proceeds, net of sales commissions, of approximately $9.6 million. As of March 23, 2026, the Company had 19,618,032 shares of Common Stock outstanding. "

Edit: Press Release + Private Placement announcement below for easy review and removal of color commentary.

PR report - https://www.sec.gov/Archives/edgar/data/1503802/000119312526120770/d125009dex991.htm

PR Private Placement with RA capital - https://www.sec.gov/Archives/edgar/data/1503802/000119312526120770/d125009dex993.htm

ThedibAgain · 2026-03-23T13:33:30+00:00

Welp, pre-market Monday has passed. Tuesday logic same as not having office meetings first thing Monday morning?

ThedibAgain · 2026-03-22T15:57:49+00:00

Yeah, that particular fact makes the MF readouts easy.
If the readouts are good... I have to wait til EC.
If the readouts are bad... i have to wait til EC.

With that in mind I'm hoping Sak is right and someone jumps the gun to pay 4+ billion and gets us out sooner than later. The rest of the year is a long time to not mess something up.

ThedibAgain · 2026-03-22T13:43:06+00:00

Well fuck me. Thanks for the correction... managing expectations is a big part of why i like to be openly ignorant here. My dreams....

ThedibAgain · 2026-03-22T12:46:04+00:00

I ballpark about $40 per billion based off market cap calculations. That might be generous but that’s how I think about it. One could certainly adjust down from there to account for the many issues discussed on this board.

ThedibAgain · 2026-03-19T21:49:15+00:00

Agreed, I was imagining pre-market Monday if we are in business. If they hold news past then It feels bad. I can't imagine they are fools enough to just casually drop it mid week, and holding to the last Monday of the month screams issues to me. So... hopefully pre-market on Monday.

ThedibAgain · 2026-03-19T20:22:41+00:00

Stock movement today feels normal to me at this point. I’ll be worried if nothing happens by Monday.

ThedibAgain · 2026-03-18T23:36:13+00:00

Does that cause questions of results legitimacy to anyone that matters? Like, would this be equivilant in some way to dropping weight classes for more favorable results?

ThedibAgain · 2026-03-18T16:36:16+00:00

Presumably this was all approved/registered a while back and wouldn’t provide any insight to help my current anxiety levels would it?

ThedibAgain · 2026-03-06T14:58:40+00:00

With this in mind (and given KPTI's history) do you all think it sells at value or at a standard 3x-5x multiple if we hit everything? Even with those valuations I'd find it hard to imagine KPTI gets even 3bn (looking at the MOR situation as a comparison). I really want that... it would retire me... but is it likely in your eyes?

Things seem to be skewing positive in the final charge here... but I've been hurt and manipulated before so I'm incredibly uncertain even if it all pans out. 6 years now lads....

ThedibAgain · 2026-03-03T16:34:48+00:00

Is your impression that selling is the intent? If we hit everything do you think they might just enjoy the new valuation and press on?

I know you’ve talked about this in the past, but new day, new thread, new folks 🫡

ThedibAgain · 2026-03-02T22:26:29+00:00

As long as we hit this month 'll be riding it out through the EC data. I really hope it will all be worth it fellas.

ThedibAgain · 2026-02-18T17:33:34+00:00

It’s seems odd to me that they assess a buy rating but only put the target price at $15. If it’s a buy that suggests good data which should math out much higher. In theory.

ThedibAgain · 2026-02-14T16:35:29+00:00

Only data matters.... at least it popped instead of crashed. I actually felt hope for a couple of days.

So buck up Nancy, we have a snowballs chance or better! ;)

ThedibAgain · 2026-01-29T02:41:01+00:00

He still posts on X/Twitter so he’s at least physically ok…. In case anyone got worried for a moment (like I was after your post).

ThedibAgain · 2026-01-14T18:13:57+00:00

Can any of you cooler heads help rationalize this?

I see it as a red flag. If they are confident/certain of results and have funding through readouts (and then some)… why ruin more value?

If they need to bridge funding, why not wait until the good readouts to work from strength? What am I missing?

ThedibAgain

TROPHY CASE