Jun. 1 at 3:19 AM
$NMRA As we head into June…We are officially in the KOASTAL window now. They’ve guided KOASTAL-2 and KOASTAL-3 topline for Q2, and they’ve been consistent that it’s coming before quarter-end. That means any day from here forward can be “the day.”
This thing has been sitting down here priced like nobody believes… and that’s exactly why the move can be violent when the headline hits. You don’t need a slow grind to
$3 first..you need one clean press release and the entire tape reprices.
In the RBC chat they hammered the “we fixed the trial” narrative: stricter screening, SAFER oversight, higher screen-fail rates, more representative enrollment. They plan to drop both toplines plus pooled analysis together. They’re not acting like a company that’s hiding. They’re acting like a company ready to defend the dataset.
If you’re waiting for a perfect chart, you’re going to be late. If you’re waiting for a warning siren before the release… the siren IS the release.
Not advice. Just reality:
