Dec. 16 at 8:50 PM
$BLRX BioLineRx ref=
$3.03 — Long starter size — love the informed poster below 👇 well summarized across their posts. Multiple potential PRs.
👍 own GLIX1 Ph1/2a in Glioblastoma to start in 1Q 2026.
👍REGN combo w BLRX Ph2 in PDAC (historically tough to succeed in tho) prespecified interim futility in 2026.
👍Cash=
$23.8m run rate (2025-12-31 est) on sh outst=
$4.3m so <
$5.5 cash per sh — neg EV, runway into 2027 (very reasonable burn=
$1.6m per Qtr).
👍 Overhead, latest ATM raise in 3Q by HCW was at ~
$6.5 per sh, + 1.25m wrt EP=
$8.00 owned by Intracoastal from the 2025-01-06 raise 👍👍— ie beautiful ample safety margin for a swing from today’s prices.
Israel biotech. Lindy chart.
New Dec 2025 deck https://ir.biolinerx.com/static-files/f1fbb06b-cb0e-4902-b166-f780a049ba38