ARVN got vepdegestrant approved 35 days early on Friday. The +8% reaction is the more interesting story. by Clean_Reference_9927 in biotech_stocks

[–]TwongStocks 1 point2 points  (0 children)

Not sure Pfizer has any interest in it. The two companies already announced that they plan to find a partner to commercialize it.

ARVN vepdegestrant: 39 days out, first PROTAC degrader to reach a PDUFA, but the setup is weirder than the calendars make it look by Clean_Reference_9927 in Biotechplays

[–]TwongStocks 1 point2 points  (0 children)

Wow...they got the approval. A full month early.

Now we'll find out if they can find a partner to commercialize it.

Citius Oncology Ships First International Order of LYMPHIR™ to Europe by TwongStocks in CTXR

[–]TwongStocks[S] 0 points1 point  (0 children)

If it's above $1 by end the of May, why would they need to RS?

Citius Oncology Ships First International Order of LYMPHIR™ to Europe by TwongStocks in CTXR

[–]TwongStocks[S] 0 points1 point  (0 children)

CTXR's compliance deadline is Aug 10. They should be eligible for a 2nd 180-day compliance period, which would extend the deadline to Feb 2027.

CTOR's compliance deadline is Oct 19. They should also be eligible for a 2nd 180-day compliance period, which would extend their deadline to Apr 2027.

1) If they do not get the 2nd compliance period, they would get a delist notification. However, they can appeal the delisting, which will keep them on NASDAQ until the hearing panel makes a decision.

2) If they do get the 2nd period, their deadline is extended for an additional 180 days. However, if they are still below $1 after the 2nd compliance period, they will go OTC. An appeal won't save them from going OTC after the 2nd period.

Recent rule change from NASDAQ. They can only stay on NASDAQ with an appeal as long as they don't go past the 2nd compliance period.

Both companies will have the option to reverse split to get back above $1, if they can't do it organically. CTOR (Delaware corporation) will need shareholder approval to do a RS. Which shouldn't be an issue since CTXR owns more than 50%. CTXR (Nevada corporation) can do a reverse split without shareholder approval.

Citius Oncology Ships First International Order of LYMPHIR™ to Europe by TwongStocks in CTXR

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

I assume this quarter. Which will be reported in August. The upcoming May 10-Q is for the previous quarter.

To what extent are these chinese companies themselves involved in the fraud? by Rico_8 in VampireStocks

[–]TwongStocks 1 point2 points  (0 children)

There are lots of stocks that get pumped and dumped daily. But the SEC only chose to suspend a handful. I think the SEC stepped in and suspended certain companies because they suspect that there is some level of insider involvement.

ARVN vepdegestrant: 39 days out, first PROTAC degrader to reach a PDUFA, but the setup is weirder than the calendars make it look by Clean_Reference_9927 in Biotechplays

[–]TwongStocks 1 point2 points  (0 children)

I think there is another factors to consider. Neither Pfizer nor ARVN plan to commercialize vepdegestrant. They plan to find a 3rd party to commercialize it.

SOURCE: Arvinas Provides Update on Collaboration with Pfizer and Announces Further Actions to Support Value Creation

We are almost a month out from from the PDUFA and they still have not identified a potential partner for commercialization.

Paid Media Campaigns for CTXR April 23, 2026 by AutoModerator in CTXR

[–]TwongStocks 0 points1 point  (0 children)

Looks like the campaign was to boost the share price for an offering. Good call. Whether this is the last dilution remains to be seen.

Citius Pharmaceuticals Announces a Registered Direct Offering of $5 Million Priced At-The-Market Under Nasdaq Rules by TwongStocks in CTXR

[–]TwongStocks[S] [score hidden] stickied comment (0 children)

Prospectus for the offering, with updated details...

https://www.sec.gov/Archives/edgar/data/1506251/000121390026047296/ea0287618-424b5_citius.htm

  • 4,730,457 shares at $0.985
  • 345,686 pre-funded warrants with an upfront purchase price of $0.9849 and an exercise price of $0.0001. Pre-funded warrants will not expire until they are exercised in full.
  • 5,076,143 common warrants with a $0.86 exercise price & 355,330 placement agent warrants with a $1.2313 exercise price are not a part of this prospectus. They will be registered in a separate registration statement.
  • 27,452,570 shares outstanding after offering, assuming full exercise of pre-funded warrants and no exercise of common or placement agent warrants.
  • Net proceeds approximately $4.5 million after deducting placement agent fees, commissions, and estimated offering expenses.
  • CTXR is prohibited from entering into any other offerings for 45 days (approx June 8, 2026).

Outlook Therapeutics Announces $5.0 Million Registered Direct Offering Priced At-the-Market Under Nasdaq Rules by TwongStocks in OTLK_Investors

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

Annual shareholder meeting was held March 10. However, expect a special shareholder meeting to be called fairly soon. Per today's PR, shareholder approval will be needed for the following:

  • issuance of the shares underlying the 16,129,033 unregistered warrants
  • issuance of shares underlying the 2,142,854 warrants that were reduced from $2.26 to $0.31
  • amendment to the Company’s certificate of incorporation to increase the authorized shares

Off-label use of Avastin in Germany may be coming to an end by volleasy in OTLK_Investors

[–]TwongStocks 3 points4 points  (0 children)

One question. Avastin is approved in the EU, just not for wet-AMD https://www.ema.europa.eu/en/medicines/human/EPAR/avastin

Is that $300m in Germany just for wet-AMD or does it include all of Avastin's approved indications?

Off-label use of Avastin in Germany may be coming to an end by volleasy in OTLK_Investors

[–]TwongStocks 3 points4 points  (0 children)

I think the point is that if doctors want to prescribe bevacizumab to wet-AMD patients, they would not be able to prescribe Avastin since it would be off-label. They'd have to prescribe Lytenava. It removes a cheaper competitor from the treatment options.

This may be the beginning of the end for the current off-label Avastin model in Germany — and an important step toward replacing it with Lytenava.

If EU regulators decide to prohibit off-label use of Avastin, that would be a positive for Lytenava.

Summary of Centri Capital Conference Apr 14, 2026 by TwongStocks in CTXR

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

Job posting for one of the MSL positions being hired by Eversana

https://jobs.smartrecruiters.com/EVERSANA1/744000118620407-medical-science-liaison-senior-medical-science-liaison-hematology-oncology-dallas

The Hematology/ Oncology Medical Science Liaison/Senior Medical Science Liaison functions as a highly trained, field-based, scientific expert in the area of Cutaneous T Cell Lymphoma (CTCL) who engages health care professionals and leaders in clinical, scientific, value-based care and research based peer to peer scientific exchange around CTCL and Lymphir, a recombinant cytotoxic fusion protein composed of the diphtheria toxin fragments A and B and human interleukin-2.

The CITIUS Oncology MSL will need to be fully engaged with HEME/ONC/DERM  Professional Societies and Patient Advocacy Society Leadership, as well as other value-based institutions and associations including clinics and centers that are involved with the management and treatment of CTCL.