GPS_OS_21_vs_SOC_5
Posted - 2 days ago
$SLS this $90M Equity is Now worth Billions, the Share Price just doesn't reflect it yet. SLS009, the secondary asset here, ASH publication Confirms 100% CR Rates, 100% complete remission, for end stage dying ASXL1+ AML Patients. Dr Zeidner running the 009 trial, as well as the $SNDX Revumenib trials, was clear all 009 Needs is 25% or Better for FDA Approval - it's coming in at 100%. SLS is the most sure thing investment you will find in the market. 13,400 ASXL1+ AML Diagnoses Each year 17,400 MDS ( AML precursor ) $KRON
GPS_OS_21_vs_SOC_5
Posted - 3 days ago
while $SLS 009 Achieved a 100% Complete Response Rate for Optimally Dosed ASXL1+, end stage Dying AML Patients -- we see another outmoded, non selective, CDK9 bites the dust $KRON kb-0742, of the first 7 p2 patients dosed, 2 quit, 5 had neurological side affects. -- this is what a PRISTINE Phase 2 Safety profile Looks like, NO DLT's, No patient DQt, No Grade 3 or 4 Side Effects - in addition to the 77 Patient P1, that had no serious side Affects. https://ash.confex.com/ash/2024/webprogram/Paper198686.html
Digital_Waffle_Pirate
Posted - 3 days ago
$KRON https://x.com/PirateWaffle
GPS_OS_21_vs_SOC_5
Posted - 4 days ago
$SLS $85M - 100% Complete Response in Optimally Dosed ASXL1+ END Stage Dying AML Patients. -- all 009 Needs for FDA Approval is 25%. I am thinking we will Get 4 More 009 Pr's this Quarter ... - DLBCL Genfleet Phase 2 combo Results w Zanubrutinib, - PIVOT NIH Pediatric Results, - ASH P2A Full Publication and Market Reaction, - SLS009 Phase 2B Topline in all ASXL1+ MR Setting, and Possibly PH2B ASH Late Breaker, + GPS Phase 3 REGAL Results, 5 years in the Making. - A Positive P3 Result and $SLS is Instantly worth multiple Billions, it will give Gps the FDA Green Light to Treat upwards of 25,000 AML Remission Patients Each year -a $6B TAM. $KRON $VINC $XBI
GPS_OS_21_vs_SOC_5
Posted - 4 days ago
$XBI $SLS SLS009 is already worth More than a Billion - right now - the Market will be Catch ing up to Highbridge. Do some DD on Kura and Sndx Value. SLS009 Phase 2 100% CR Rates are worth a Fu_k ton more than $85M. Dr. Zeidner and Kadia were clear as a bell, all SLS009 needed to beat 25% Response Rates for FDA Approval - Its 100%. " 50% Response Rate in the Optimal dose"... Clinical was even higher in patients .. w ASXL1+ ... Combined w the PreLim data, we can determine Optimal Dosed ASXL1+ patients have a CR Rate of 100% . CR at 100% for End Stage Dying, relapsed and Refractory to Aza VEN, AML Patients. - the market will be correcting the Value Share Price imbalance. -And not 1 Grade 3 or 4 SA, $VINC would be worth 2B by now if VIP150 had these P2A Results. Same thing w $KRON 's CDK9.
GPS_OS_21_vs_SOC_5
Posted - 5 days ago
$SLS $85M MCap ASH publication confirmed 100% Complete Response rates for SLS009 optimally, dosed asxl1+ AML patients, who are relapsed refractory to Aza Ven - look at $SNDX Fda approval for 21% CR in another AML subset, and 25% were Ven naive. SLS009 also has a pristine Safety Profile, the Most Selective and First Ever Safe CDK9 https://ash.confex.com/ash/2024/webprogram/Paper198686.html $kron $VINC - SLS009 100% CR Rates, No DLT's No Serious SA's https://ir.syndax.com/news-releases/news-release-details/syndax-presents-positive-data-pivotal-augment-101-trial
Digital_Waffle_Pirate
Posted - 6 days ago
$KRON My final post (here on ST) on Kronos until the dust is settled: Happy as a pig in shit watching the bio-bombs fall all around me. If you hold Kronos (and I'm not sure anyone does but me), you're probably in an excellent spot for the following reasons: 1. There is little to suggest in their PR or their 10Q that the company will continue or reverse merge - it's written definitively like a wind-down, and because of the situation with the equity, the S-3 that went into effect today is worthless because its baby shelf is restricted. What that means is that the equity would have to materially improve its stock price to raise the value of the public float, and over time, because the SEC calculates public float value on a semi-annual basis... they couldn't just improve temporarily in order for it to change the raisable amount from $15M to the total $250M... we're talking about getting the price up above $1.65 and keeping it there until the end of Q2 2025 - that ain't happening.
anachartanalyst
Posted - 1 week ago
$KRON
https://anachart.com/wp-content/uploads/ana_temp/1731585691_soc-img.jpg
WallStArb
Posted - 1 week ago
@NotBornYesterday there is no large slug of cash. Net cash as of right now is 76,209,889 --> burn $25m +/- with wind down costs and you are still looking at $50m $KRON would need to trade 25% under that to make it worthwhile for Kevin Tang or similar and you can get a CVR
Digital_Waffle_Pirate
Posted - 1 week ago
$KRON @telomerase ANOTHER failed cdk9 inhibitor for you 😂
WallStArb
Posted - 1 week ago
$KRON Based on my experience with a LARGE position in $AVRO aka $TECX they pissed through about 40% of cash from the time they announced and they were much better managed. $KRON has $40m of cash liabilities so lop that off now - then lop off $10m a qtr for 3 - 4 qtrs. so 125 - 40 - 40 = 45. So you could guesstimate $45m value left - so maybe its ok risk reward at a $30m market cap
Digital_Waffle_Pirate
Posted - 1 week ago
$KRON Time for a reset! as only a few 🧩 remain relevant: 🧩 Company winding down 🧩 A CFO with a history of transitional work 🧩 A re-upped $250 million shelf 🧩 No news on Genentech
WallStArb
Posted - 1 week ago
@Digital_Waffle_Pirate KRON $1.19 a share net cash - assume it takes 9 - 12mo ($AVRO took that) AVRO $TECX had net cash $3 a share - traded @ 40% of it at the low $1.00 - $1.20 area - so if we assume similar $.50 area or lower for $KRON - i wouldn't bother with $KRON unless its $0.40 or lower - there's no value to the platform
DonCorleone77
Posted - 1 week ago
$KRON Kronos Bio reports Q3 EPS (23c), consensus (28c) Reports Q3 revenue $2.37M, consensus $2.1M. "While we believe istisociclib has provided benefit to a small number of patients in the Phase 1/2 trial, the emerging profile in patients with platinum-resistant ovarian cancer suggests an unfavorable risk-benefit profile and does not warrant further clinical development," said Norbert Bischofberger, Ph.D., chief executive officer. "We are very grateful to the patients, caregivers and medical staff who dedicated their time and energy to make this clinical trial possible and your commitment to evaluating novel approaches to treat cancer."
Digital_Waffle_Pirate
Posted - 1 week ago
$KRON So now the company agrees with me that no value should be assigned to its assets, and the status of the Genentech work is a complete black box still. $100 M+ up for grabs, and a partnership with zero updates.
Digital_Waffle_Pirate
Posted - 1 week ago
$KRON 😂 that’s why you don’t assign value to assets that aren’t bangers! Glad they recognize the platform is the only thing worth anything. @WallStArb who comes for the $100 million? https://ir.kronosbio.com/news-releases/news-release-details/kronos-bio-reports-third-quarter-2024-financial-results-and
Bondrewd
Posted - 1 week ago
$KRON time too do DD
Digital_Waffle_Pirate
Posted - 1 week ago
$KRON Genentech and Kronos continue to tread the same ground; although they have different epigenetic mechanisms, there is a shared outcome around Th17-targeted cytokine control. https://www.biorxiv.org/content/10.1101/2024.11.08.622668v1
Digital_Waffle_Pirate
Posted - 1 week ago
$KRON Once more unto the breach, dear friends, once more; oh Norbert, my falstaff.
Wrangler4
Posted - 1 week ago
$BLUE $KRON Cool !! let @RallyRaider , know ..haha
WallStArb
Posted - 1 week ago
@Wrangler4 $BLUE is going to zero due to issuing debt rather than equity when it was $150 a share $KRON just doesn’t have anything of value in the pipeline
Wrangler4
Posted - 1 week ago
$KRON Looking spectacular, lol…another $BLUE
Digital_Waffle_Pirate
Posted - 1 week ago
$KRON 😂😂 re-upped offering and deficient all at once
DonCorleone77
Posted - 1 week ago
$KRON Kronos Bio files $250M mixed securities shelf
Tumble51
Posted - 2 weeks ago
$KRON More fallout on this joke
Digital_Waffle_Pirate
Posted - 2 weeks ago
$KRON ASH, methodology focused. https://ash.confex.com/ash/2024/webprogram/Paper210684.html
GPS_OS_21_vs_SOC_5
Posted - 2 weeks ago
$SLS Dr. Zeidner and Kadia were clear as a bell, all SLS009 needed to beat 25% Response Rates for FDA Approval - Its 100%. " 50% Response Rate in the Optimal dose"... Clinical was even higher in patients .. w ASXL1+ ... Combined w the PreLim data, we can determine Optimal Dosed ASXL1+ patients have a CR Rate of 100% . CR at 100% for End Stage Dying, relapsed and Refractory to Aza VEN, AML Patients. - You can expect BIG PHARMA will be Fairly Valuing this asset, even though the Current Rigged Market Does not. -And not 1 Grade 3 or 4 SA, $VINC would be worth 2B by now if VIP150 had these P2A Results. Same thing w $KRON 's CDK9.
Digital_Waffle_Pirate
Posted - 2 weeks ago
$KRON 30 days below $1 and is now bid deficient - cue the initial 180 day clock to delisting! 👏👏👏👏👏👏👏👏👏👏
Digital_Waffle_Pirate
Posted - 2 weeks ago
$KRON ASH 😴😴😴
Wrangler4
Posted - 10/30/24
$KRON The wind blew the mat, fake jump