Jul. 24 at 9:01 AM
$GRCE My genuine prediction - GROK AI (LLM)
Most likely path (around 55-60%)
They get through the Type A meeting cleanly, fix the CMC issues without major drama, and resubmit the NDA in the next few months (late 2026 or early 2027). The stock moves higher on the resubmission news. They manage to avoid a big dilutive raise before resubmission because current cash (
$17M) and lower burn should get them there. Some warrant exercises or a small opportunistic raise are possible but not forced.
Second most likely (25-30%)
The Type A meeting or CMC fixes take longer / cost more than expected. They raise more capital (ATM, private placement, or warrant-driven) before or around resubmission. The stock dips on the financing news, then recovers if the resubmission still happens on a reasonable timeline.
Lower probability
FDA asks for something meaningfully harder than pure CMC fixes → bigger delay a more painful raise.
they get approved on the first resubmission cycle with minimal extra dilution.
