Apr. 20 at 9:23 PM
$NMRA @Keystone1 @InvestorCG @Mr_GA @Xmandingo
With the upcoming readout this creates the environment we've been waiting for:
The probability of KOASTAL data landing inside the May 22 – June 26 window is roughly 60–70% based on Q2 2026 guidance and typical biotech readout timing distributions.
If that timing materialises, we have the rarest of configurations: a binary clinical catalyst in its maximum power window, surrounded by mechanically enforced institutional buying that creates a self-reinforcing floor, eliminates the post-catalyst retracement, and draws M&A interest to a newly liquid, institutionally anchored, Phase 3-validated neuroscience asset.
I'm hoping they get to H2 2027 before a M&A offer, having a weight loss trial and derisked assets will be the factors in getting the most advantage from the patent cliff when big companies scramble for assets.
