$ALT $ALT sits at ~$525M+ cash post offering, putting it on par with $ETNB and $AKRO heading into P3. While the $225M raise kills the financing risk, the execution feels defensive as if it is done out of desperation. Management accepted dilutive terms (warrants + low pricing) rather than waiting for AUD or histology data suggesting a "take the money and run" approach over confidence in a higher future valuation. ALT is now financially competitive, but the key gap remains: $AKRO and $ETNB have validated histology and fibrotic end points, while ALT is still leaning on weight loss + MRI-PDFF. Durso secured the runway, but now the data has to do the heavy lifting to offset the dilutiion. Hold tight, this would be a bumpy ride! Not a financial advice, do your own DD
@PashaGainz You forgot to mention $ALT has one thing that $AKRO and $ETNB didn't...a FAILED drug for one of their MASH P2b trial Primary Endpoints.
So yes, you're full of hopium. Always have been. And this isn't conviction, this is trying to save face.
Little secret, no one missed you when you were gone.
$ALT Everyone keeps asking about timing like there’s some tell in the tape or meeting timing giveaways. There isn’t.
My thesis on $ALT timing isn’t based on hopium. It’s based on historical facts from recent MASH deals like $AKRO and $ETNB. Go back and look at the charts before their deals.
Price action didn’t signal it.
Options flow didn’t signal it.
Volume didn’t signal it.
Short interest didn’t signal it.
Conference meetings didn’t signal it.
Nothing in the public market telegraphed the announcement. Then boom. Out of nowhere. After the fact, when the companies released board minutes and transaction details, what did we learn? They had been in discussions with 8–10 big pharma players for 12–24 months prior to the announcement. Active dialogue. Ongoing engagement. Multiple counterparties. All while retail was staring at daily candles trying to decode “signals.” There was no incubation period visible to the public. The only consistent pattern? Deals occurred during or around Phase 3 execution. That’s the key. So when I frame a partnership or acquisition thesis for Alt, I’m not guessing dates. I’m anchoring to precedent. MASH assets with strong Phase 2 data enter Phase 3, strategic engagement intensifies, and at some point during that window a transaction materializes. Could it be earlier? Yes. Could it be later? Yes. But history shows you won’t see it coming in the tape. It just happens. That’s why I focus on fundamentals, design, differentiation, and strategic positioning, NOT daily noise. Timing is unknown to us. Precedent is not.
$ALT @Designed2Gain @Turribull you keep embarrassing yourself. $ALT has been a disappointment. If you held ANY competitor, you'd crap all over $ALT. Crappy management, underperforming molecule and significantly behind competition. And yes, if $ALT was in the group of potential BO/PS options like $AKRO and $ETNB they would have gotten a deal. It was a spending spree and BP walked away from $ALT.
What you miss is that Pemvi is not the answer. It SOUNDED good, until the results under performed and especially after they miserable FAILED their Fibrosis Improvement trial endpoint.
The Pemvi story is stale and peaked in High School and now when it's time to join a fraternity, nobody wants it.
Look beyond the surface and you'll see why this stock has caused so much stress and depression.
$ALT $AKRO $ETNB $XBI
Durso got the job a month ago and you expect him to sign a deal immediately after taking office ?
That's not realistic or serious...
It's gonna take months to materialize and only patient retails will be rewarded
$ALT $AKRO $ETNB $XBI these ALT scammers said Glucagon better than FGF21 for 3 years! Better lfc! Better results! Trial data said those scammers were WRONG! Failed fibrosis ENDPT! Not just less, pemvi failed.
All the scammers did was trick poor retail investors.
$ALT For those trying to read tea leaves on “deal timing” history says otherwise. Both $AKRO and $ETNB kept hiring senior leadership, raising capital, and executing operations while negotiations were ongoing. Their charts didn’t “telegraph” a deal either. No straight line up. No obvious signal. That’s how real biotech works and that's what good management does!
Companies don’t pause execution waiting on a transaction.
They keep advancing trials, strengthening balance sheets, and building leverage right up until the moment a deal is signed. And when it happens it’s fast and furious. Until then, Alt will do exactly what every serious company does:
Keep moving forward! VERY $XBI
@explover @Strategiso $AKRO was acquired by Novo for about $4.7 billion upfront, with up to roughly $5.2 billion total including milestones. $ETNB was acquired by Roche for about $2.4 billion upfront, with a total potential value of around $3.5 billion including contingent milestone payments… both have inferior drugs to Pemvi $ALT $XBI
$ALT $ETNB $SGMT
I unblocked you since your name has been coming up so much lately. You are a low life liar. Only 39% of BTD requests are approved by the FDA. You are blatantly lying. But why? I could tear you apart on everything you say. You are the mayor of lies!
$ALT
NO company/drug that has ever applied for BTD and been DENIED. Zero. Period.
$ALT is not special. And they are behind.
The following already have BTD and are significantly ahead of $ALT on the calendar:
1) Denifanstat - $SGMT
2) Survodutide - Boehringer Ingelheim
3) Pegozafermin - $ETNB
As I've said all along, the FDA has a responsibility to show impartiality, and the above statement supports this. This applies to "agreeing" to a Phase 3 trial DESIGN. They don't approve anything. They confirm that the application would be submittable if the P3 trial is executed within accordance of the "agreed to" trial design.
For $ALT Nation, this is why you get laughed at. No one respects $ALT and they certainly don't respect the delusional folks on this board that think they made the team; only to realize that they got on the team because their dad bought the team jackets. $ALT is situational, not formidable.
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Cheers!
$ETNB The next leg of valuation movement will likely hinge on how management navigates competing priorities. Cash generation and unit economics need to converge with strategy for the thesis to mature. Successful iteration can create optionality that is not yet fully priced. This becomes a story about execution quality rather than promises made.
$ALT BIC vs $AKRO , $ETNB , $MTSR , $MADRIG, $VKTX Altimmune is not “missing” anything.
It has already cleared the Phase 3 gate and is now running a program that reflects modern regulatory thinking, not legacy dogma. None of the others have done such, no one.
