Feb. 15 at 7:36 AM
$KYTX added another 10k shares on friday with the money I made on the last run. Looking at the catalysts below we will see 20$ this year 💲💲💲
Mgmt outlined BLA submission for miv-cel (KYV-101) in Stiff Person Syndrome in 1H 2026 — that’s a real value inflection if they execute.
Momentum into late-stage: Phase 3 registrational trial in generalized myasthenia gravis already started enrolling (first patient enrolled).
Company guided to ~
$279M cash / runway into 2028 after the Dec ’25 financing, so they are able to push milestones without any near term dilution.
Autoimmune CAR-T “platform” optionality: beyond SPS + gMG, they’re talking data/strategy across LN, RA, MS, KYV-102 — multiple shots on goal.
Market’s pricing this like a perpetual pre-rev science project, but the pipeline is marching toward regulatory/commercial moments. Risky biotech, yes — but the risk/reward at these levels looks skewed if they keep hitting timelines.
Good luck dead ladies and gentlemen 💲 💲💲
