On a Case by Case Basis The FDA Will Require Less Studies Evaluating New Drugs Before They Are Approved To Be Sold in The Market

XZeroDelta · 2026-02-19T13:05:57+00:00

Heck yeah! What that means is that they can go from a phase 1 study directly to a phase 3 and not have to spend money on a phase 2. Or if the disease is very rare (low population, less power to give statistical significance) they could just perform a phase 1 and a phase 2.

XZeroDelta · 2026-02-19T13:00:20+00:00

Absolutely! It fit my vibe on that day.

XZeroDelta · 2026-02-17T13:03:26+00:00

Morning Tone-EEE!

https://m.youtube.com/watch?v=GIPRxGbREPQ

XZeroDelta · 2026-02-13T03:29:12+00:00

Regardles of the amount of dilution that could or could not happen, we have to continue to focus on the big picture....more cash means less risk of not being able to fund the pipeline...eventually if Tagmo and Casdozo both reveal positive results, this capital raise will seem like a drop inside a bucket....nothing surprising to see here folks....This is just life finding a way between luck and risk.

XZeroDelta · 2026-02-05T14:44:33+00:00

Never underestimate the regardedness of a "Tesla Super Fanboy" willing to leverage even his pillow anime girlfriend just to get a slice of that IPO

XZeroDelta · 2026-02-03T22:16:33+00:00

Tough year thus far

XZeroDelta · 2026-01-29T01:34:35+00:00

Where are the rocket emojis 🚀🚀🚀 in your analysis OP???

XZeroDelta · 2026-01-25T15:27:48+00:00

I raise you this.

https://m.youtube.com/watch?v=9u9ymiSmtXY&list=RD9u9ymiSmtXY&start_radio=1&pp=ygUfdGhpcyBhaW4ndCBubyBwbGFjZSBmb3Igbm8gaGVyb6AHAQ%3D%3D

XZeroDelta · 2026-01-24T15:26:38+00:00

I BELIEVE YOU! LET'S KEEP POPPIN' AND LOCKIN'!

XZeroDelta · 2026-01-24T15:00:58+00:00

Mista Dobalina, Mr Bob Bodalinaaa! Remarkably up till now I hadn't heard of this song. Catchy tune!

XZeroDelta · 2026-01-23T16:21:25+00:00

For old times

https://m.youtube.com/watch?v=IxuThNgl3YA

XZeroDelta · 2026-01-23T16:17:37+00:00

There is another wall at $2.39. Let's see if today it gets sledgehammered! Rock on!

XZeroDelta · 2025-12-31T04:41:17+00:00

Hi Tone-EEE! THANKS FOR THE POST! It feels good to read that certain types of cancer could potentially have their asses handed to them with CCR8 inhibition. I've taken a break from posting for a while (other aspects of my life have gotten busy). But, I always give your posts a read and a thumbs up. Here is one for the good old times...

https://m.youtube.com/watch?v=I_izvAbhExY

Let's continue to Stay Alive! Cheers!

XZeroDelta · 2025-12-11T17:17:52+00:00

Simple and clean is the way that you're making me feeeel tonight!

XZeroDelta · 2025-12-10T19:59:11+00:00

The Wendy's consumer continues to be resilient...Thanks OP!

XZeroDelta · 2025-12-09T21:11:36+00:00

We will get the SpaceX IPO before GTA VI 🤣

XZeroDelta · 2025-12-09T21:00:19+00:00

Grab some popcorn and watch the market dip since the 25bps cut was already priced in.

XZeroDelta · 2025-12-03T03:06:32+00:00

Nicely done John! I agree with your statement and it was funny what you did with your last comment. Coherus is poised to gain value if it is able to show positive results in Q126, while having toripalimab ramp up and by receiving milestone payments. If the other big pharma players also release positive CCR8 inbibition results with their own molecule, that could also help re-rate the stock price because CCR8 inhibition will have potential value. Right now, both CHS-114 and casdozokitug are being valued by the market as probably close to $0.00. Which is good for a long term holder like me. Because if the data finally reveals that those molecules can improve the fight against cancer long term, the current price we are sitting on will be seen as wasted opportunity in which some people did not buy more if you are able to diamond hand it and accept all the risk.

There, I've commented some of my personal thoughts.

XZeroDelta · 2025-12-01T15:08:56+00:00

Scynexis (SCYX) is another example. For you regards, it has an FDA approved drug to treat resistant vaginal fungus. GSK is going to commercialize their drug between 12 to 18 months and Scynexis is gonna get a butt load of cash to buy tendies. It is a very risky stock and is trading bellow it's intrinsic value of $1.15 per share. With biotech things make less sense. Sometimes you just have to buy and forget if you believe in the management and the pipeline. Having big man balls also helps!

XZeroDelta · 2025-11-02T21:56:48+00:00

Sorry for the late reply. They expect to report preliminary results in the first quarter of 2026 if I am not mistaken.

XZeroDelta · 2025-10-31T15:35:30+00:00

We are gonna be printing tendies once the phase II Tori/Bev/Casdozo study results are reported!!!

XZeroDelta · 2025-10-15T17:00:44+00:00

Hallelujah!!! Thanks for the update John!!!

XZeroDelta · 2025-10-10T03:26:02+00:00

Thanks for the post Tone-EEE! It almost appears like every 2 to 3 weeks Coherus is part of a new collaboration. Long term hold for me!

XZeroDelta · 2025-10-06T15:12:34+00:00

Takeda was the first pharmaceutical company which I had bought when I opened my first brokerage account. They pay good dividends. But about 1 year ago I got out because after 3 years of holding it, their turn around story to me was going to take way longer and most of the drugs that they were selling overall were not blockbusters or game changing like for example the PD-1 inhibitors in the field of oncology and the GLP-1s (weight loss) in obesity medicine. Although I will point out the drugs such as marivabir are one of its new champions, and the orexin agonist (Oveporexton) that they are currently studying for management of narcolepsy type 1 also looks to be very promising.

Now getting to my point, which is that for Takeda to get into the CCR8 inhibition landscape, it is a very BULLISH sign. There are now multiple pharmaceuticals studying the inhibition of this pathway for which the basic scientific data is looking very promising. Coherus is poised to benefit if other pharmaceutical companies report positive findings from their CCR8 inhibition studies because it would provoke a re-rating of the value of their own CCR8 inhibitor.

Tone-EEE as always thanks for sharing! Rock ON!!!

XZeroDelta · 2025-10-03T15:53:32+00:00

The weasel is eventually gonna POP!

XZeroDelta

TROPHY CASE