Soleno Therapeutics Inc SLNO

$SLNO @Zzzquil was right! 6 days later it went to $90 because of the offering and despite my hubris! Here we are with a buying opportunity after the predictable mean reversion. 🔥

$KURA - nice hire. New CFO ex- $SLNO (bought out in May for $2.9B) and $LLY

$RFL $SLNO Again, if TransportNPC does readout stat-sig on the primary endpoints (still a possibility, albeit, a remote one) then we all are looking at unholy portfolio gains. However, a greater and far more likely possibility is that TransportNPC reads out to the satisfaction of regulators under the latest ultra rare disease FDA and EMA guidelines which emphasize a well designed ✔️ and controlled trial ✔️ that demonstrates an established connection between the therapy and targeted genetic expression. This post emphasizes restraint and serves as an example of how such a scenario can play out regardless of the obvious differences in the path taken by Soleno and the path open to Cyclo. Read it. Understand it. And apply your own cognitive abilities and discretion.

On October 31, 2022, Soleno Therapeutics $SLNO was trading for $0.99 awaiting Top-Line results from a Randomized Withdrawal Period of Study C602 of DCCR for Prader-Willi Syndrome (Don’t ask me what that is or means though I do know now that their Phase-3 trial readout in 2020 failed to meet its primary endpoint). Just to show you how crazy biotech can be, meeting this primary endpoint (p=0.0022) press released on September 26, 2023 caused the stock to rally from $4.89 to $29.51 4-days later on September 30, 2023 (a 6x bump) and to $48.32 less than 6-months later as investors began to appreciate the value proposition. I bring this up to demonstrate how complex the trading activity around $RFL might be on non-stat-sig results. Selling might be the worst option as approval could come a short while later unlike Soleno’s VYKAT. Soleno hit a high of $86.47 on July 31, 2025 and dipped to as low as $33 on March 31, 2026 before being acquired by Neurocrine on May 31, 2026 for $53.01.

$PTN keep an eye on this one! Been a painful newsflow vacuum but we now approaching potential catalyst rich setup again so I think the SP can recover lost ground and quickly as interest grows again. Most immediately we saw smart HC specialists buy in per 13Fs including new positions albeit small from woodline and Opaleye and big boys Janus, logos, augc, RA, Sirenia all still top holders. Next reporting is September and November I believe and all important opening of the IND which they guided to filing in Q4 so that could happen as soon as October. Meanwhile $RYTM trades at $7.5-$8B on strong commercial momentum from older gen Mc4r asset with daily dosing burden. Once PTN files for their differentiated once weekly version w even better pot’l tolerability profile… I think new funds jump in as PTN officially be 30 days out from being ckincical stage company… then the investment case is really simple: hey $SLNO bot for $3B/ this is potential mini RYTM so valuation gap should close! GLTA

$CAPR Surface-level retail panics during artificial pullbacks, but deep balance-sheet math reveals how short suppression sets up asymmetric surges off the absolute bottom. Look at historical re-rate models like $APLS, $SLNO, and $CRNX—each suffered brutal short-selling cycles, statistical noise, and regulatory fear before their underlying platforms were re-valued and multiplied massive orders of magnitude directly from their trough lows. Understanding true structural catalysts over daily retail chatter is how you capture generational biotech runs. 🧬💎 🚫 DO NOT FOLLOW ME. I post for my own science log and balance sheet math, not retail cheerleading. If you want hype, go buy a meme coin.

$NBIX $SLNO not surprised by this - i always thought vykat/soleno was a bad drug and investment. https://www.biospace.com/drug-development/deaths-reported-after-treatment-with-neurocrines-approved-prader-willi-drug

Another takeaway from $SCPH & a few others in the past year for that matter $DAWN $APLS $SLNO Forced selling taking place before buyout on the cheap (need an artificially high premium) $XBI