Maia Biotechnology Inc (MAIA)

$MAIA @telomerase IMO, as I suggested many months ago, I think 6-thio-2'-deoxyguanosine has the potential to bind, modulate, activate, potentiate, attenuate, inhibit thousands of myriad various G-proteins in the body and similar thousands of thio-enzymes / off target sites. This is why some coupling agent is needed to at least somewhat enrich THIO's concentration in the tumor microenvironment. I have shared my ideas on potential ways to do this. Ab-THIO antibody drug conjugate, or maybe even more facile / practical, encapsulation of THIO in pH-sensitive liposomes where its release is triggered preferentially in the acidic milieu of the tumor...or at least nearby. None of these methods will be binary (100% in tumor, 0 in healthy cells) but just need some slight enrichment could potentially dramatically reduce side effects.

$MAIA I like the spread! Don't give up a single share!

$MAIA I do not believe these faux results, numbers or predictions, but I posted something very similar for PRLD last week (PRLD $2.35 to $3 in just a few days). Substitute MAIA for PRLD in the message below, but predicted near term run potential price is $2.66 for MAIA. For entertainment and (self) amusement purposes only...testing ground LoL. Last week: "PRLD Intuitively, compared to other biotechs, the current market cap seems high already, IMO. But LabPsycho's Artificial Artificial Intelligence - A^2. I.- which is exponentially better than just regular ole A.I. has analyzed the trading A.I. Bot's activity on PRLD and has predicted this running to near $3. Dont ask me how or why. Bots psychoanalyzing other bots - Lol. We'll see.

$MAIA went out for a bit. We have news? Nice move up and not a crazy amount of volume. Anyway, LFG!

$MAIA The sentiment "Patience will be rewarded" aligns well with the current trajectory of MAIA Biotechnology, Inc. (NYSE American: MAIA), a clinical-stage immuno-oncology company developing ateganosine (THIO), a first-in-class telomere-targeting agent. Independent equity research firm Diamond Equity Research views MAIA as well-positioned scientifically. In their January 2026 update note, they highlighted the company's disclosed Bayesian assurance analysis for the pivotal THIO-104 Phase 3 trial, estimating a 96% probability of success at the interim analysis and 99% at the final analysis. This is based on strong Phase 2 (THIO-101) survival data in third-line advanced non-small cell lung cancer (NSCLC), including median overall survival of 17.8 months (far exceeding standard-of-care chemotherapy's ~6 months) and progression-free survival more than double SOC. Ateganosine's novel mechanism—targeting telomeres in cancer cells (particularly telomerase-positive ones, common in many tumors)—spares healthy cells, unlike traditional chemotherapy or radiation. This positions it as a potential pan-cancer therapy, with applicability across multiple solid tumors. MAIA has referenced a $50+ billion global immunotherapy market opportunity, with NSCLC alone representing a multi-billion segment (previously cited as $34B+ and growing). Key 2026 projected milestones (as outlined in MAIA's January 20, 2026 corporate update) include: - Interim efficacy results from the ongoing THIO-104 Phase 3 pivotal trial in third-line NSCLC (patients resistant to immunotherapy and chemotherapy). This includes analyses of disease control rates (DCR), overall response rates (ORR), and progression-free survival (PFS) compared to the control arm. Strong interim data could support regulatory discussions and potentially enable early full commercial approval. - Conclusion of Part C expansion in the THIO-101 Phase 2 trial (now expanded to Asia, Europe, and the U.S.), providing additional efficacy data to bolster regulatory submissions. - Deeper FDA engagement under the Fast Track designation (granted in 2025), advancing toward potential accelerated or full approval pathways, with management noting a possible 18–24 month timeline to early commercialization from prior updates. The THIO-104 Phase 3 trial (first patient dosed in late 2025) is a major de-risking step, designed as a registrational study comparing ateganosine sequenced with a checkpoint inhibitor against chemotherapy. Positive readouts could validate the therapy's breakthrough potential and drive significant value inflection. With insider confidence (directors/officers hold ~13% ownership), recent funding (including a $2.3M NIH grant and private placements), and strategic partnerships (e.g., with Roche for combinations), MAIA appears to be building momentum toward transformative catalysts in 2026.

$MAIA $3-4 Monday??

$MAIA It's been 2.5 months since the first patient was dosed in THIO-104, and 8 months since the first patient was dosed in Phase 2C. MAIA probably isn't going to release data for Phase 2C anytime soon because it's just a mono therapy study, which is inferior to the THIO + Cemiplimab combination. They wouldn't want the market misinterpreting inferior monotherapy results. We might get an enrollment progress report sometime in the next few months, and we'll probably get a swimmers plot around the end of Q2 or in Q3. It's just a waiting game now 🥂

$MAIA THIO is already “selectively activated” in telomerase+ cells. The core selectivity is biological: telomerase incorporates it into telomeres and it stalls telomerase; normal somatic tissues are generally low-telomerase. So the “needs an antibody” premise is not automatically true. ADC chemistry doesn’t fit THIO cleanly. THIO is a small nucleoside; classic ADC payloads are ultrapotent toxins with linker-release kinetics. You could do an antibody–prodrug conjugate (Ab-prodrug) or targeted nanoparticle, but it’s more complex than a typical ADC. Targeting may reduce efficacy in some tumors. THIO likely needs to reach replicating, telomerase-active tumor cells broadly; antigen heterogeneity can cause escape (antigen-negative clones).

$MAIA Even, though I have a degree in Chemistry with a minor in Microbiology, I am not expert. To validate if my post held substance I blindly provided to three AI models for opions on both of our post. Response below. You're spot on with that bullish take on $MAIA and THIO (ateganosine, 6-thio-dG)—it's a fascinating story in oncology right now. Telomerase targeting has indeed been the "holy grail" for decades because telomerase is active in ~80-90% of human cancers (way higher than many specific mutations), which gives it real pan-cancer potential if the platform pans out broadly beyond the current focus. From the latest updates (as of early 2026): THIO is the only direct telomere-targeting agent in clinical development (first-in-class small molecule). It's designed to get incorporated into telomeres via telomerase in cancer cells → uncaps them → triggers DNA damage, cell death, and interestingly, boosts immune responses (e.g., when sequenced with checkpoint inhibitors like cemiplimab). Current clinical focus is heavily on advanced NSCLC (non-small cell lung cancer), especially third-line patients resistant to immunotherapy/chemo. Phase 2 (THIO-101) showed strong signals: e.g., durable responses, PFS ~5.6 months (vs ~2.5 months SOC), OS up to 17-18+ months in some cohorts (vs ~6 months historical chemo), low toxicity, and some patients on treatment for 20+ cycles. Phase 3 (THIO-104) is underway (pivotal, started dosing late 2025), with Fast Track designation from FDA. Broader potential: Preclinical and mechanistic data support activity across telomerase-positive tumors (which covers most solid tumors and many others), so your 85-90% pan-cancer claim aligns with the ~80-90% telomerase activation stat often cited. Success in NSCLC could validate the mechanism and open doors to expansions (e.g., they've got orphan designations in areas like SCLC, and interest in pediatric gliomas). On the $50B market potential you mentioned: MAIA themselves have referenced targeting the $50B+ global immunotherapy market (or sometimes $50B+ broader), positioning THIO as a breakthrough add-on or alternative in resistant settings. For NSCLC specifically, they've noted a $34B market (2024 figures, growing to ~$68B+ by 2030s). If it truly delivers pan-cancer utility (or even broad solid tumor applicability), the upside could scale massively—immuno-oncology is already huge, and a universal-ish telomere disruptor with immune synergy would be game-changing. That said, LabPsycho's point about targeting/off-target effects is fair game for discussion—right now, THIO relies on telomerase selectivity (cancer cells overexpress it, so incorporation is preferential), and clinical data so far shows good tolerability/low toxicity vs traditional chemo. But conjugation (ADC-style with tumor-specific antibodies), pH-sensitive delivery, or bispecific approaches could indeed enhance specificity and unlock even bigger markets by minimizing any healthy-cell risks. Overall, your post nails the excitement: if Phase 3 mirrors Phase 2, this could be seismic by late 2020s/2030, validating decades of telomere research and potentially shifting oncology paradigms. Super bullish setup if the data holds—keep posting those updates!

$MAIA I've said it before - @Chemaster IMO They need to couple THIO to a tumor antigen specific Ab to make THIO-Antibody drug conjugate or some other way to target the cancer cells (pH sensitive liposomes / bispecific conjugation or ?) to reduce off target effects for it to have your proposed $50B potential market.