ALT Altimmune Inc

$ALT Gap fills for 1/2 the day with volume under 1M really pumps my gnads. I think I speak for the rest of the class and can confidently relay that we all have gap-fill-fatigue. Thank you for your attention in this matter.

$ALT Can someone tell these animals that the retail investors who are still left aren’t going to sell at these prices, and that they might as well just let it go? 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡

$ALT Wkend pep talk to my longs! 1) In case y'all didn't realize, the market crash many have been warning about started last 5-7 trading days. 5000+ stocks down 20% more from 52 wk high. 4000+ are down 40%. 2) Unlike overbought stocks that crash / rerate, which takes years to recover. Alt was already oversold at $3.50 and now trading significantly below cash level. Once the runs start out of the AI sector, bio sector along with energy sector will be natural ones for ppl to run to. 3) Does it even make sense to have close to 20% of your staff in accounting and finance and 3 HR persons? Still no news on office address. Sth stinks to high heaven. Yet the new employees don't seem worried. 4) We just need a solid piece of news.

$ALT This has been such a gift. 2027 this will no doubt be $14. Any partnerships and more FDA fast tracks, it heads to the $20's.

$ALT A good example of what can happen to a stock trading in the 2’s. They got bought out for 6.7 Billion ! Looking for a TERN type move soon….

$ALT With all the different deal estimates I’ve seen thrown around on the board tonight, and the end of the year getting closer, I figured why not start a thread where everyone can share their predictions. Planning to pin to top of my page for future reference. Here’s my prediction. Deal Structure -Strategic licensing and co-development agreement -Initial payment: $325M -Strategic equity investment: $125M -Total initial capital: $450M -Contingent milestones: Up to $2.1B -International royalties: 15%–23% -Altimmune retains U.S. commercial rights How I see it being structured -MASH: Immediate ex-U.S. licensing agreement -AUD and ALD: Negotiated options with additional milestones -Phase 3: Shared development funding -Manufacturing: Pharma partner handles international scale-up I see ALT pushing toward $6 on the initial announcement, with $10 becoming a major resistance level in the days following. Future Buyout $20–$25 per share Curious to see what everyone else comes up with.

$ALT Is it even remotely logical the same won’t happen with Altimmune? Metsera: 7 total counterparties. Two principal bidders were actively negotiating toward a deal in the final stages. Pfizer acquired. Akero: Six potential acquirers were contacted, but Novo Nordisk emerged as the buyer. 89bio: Fourteen companies had signed confidentiality agreements, but Roche was the only company to make an acquisition proposal.

$ALT Wouldn't it be nice to be sitting at $10 per share or $2B MC while waiting for a partnership?

$ALT So it appears oral pemvi isn't dead. On 5 Oct 2026, ALT’s CLO signed a power of attorney in Adocia’s name, certifying her authority to act for Adocia. It revoked Duane Morris and appointed a new, separate account (242954, almost certainly Foley Hoag’s). Foley Hoag filed it the same day, authorised by its managing partner. The doc shows three things: 1) ALT has taken direct control of the oral pemvi patent, even though nothing was due on it until 2029. That contradicts any idea that oral pemvidutide has been scrapped. 2) ALT now acts in Adocia’s name. Licensors have otherwise always signed for themselves: Adocia’s CEO in 2025, and Mederis’s Nestor in 2020. 3) The patent was deliberately kept in its own account, separate from ALT’s main portfolio. That is consistent with its fate being decided on its own, matching Adocia’s statement that next steps depend on “the partner’s corporate strategy”, repeated as recently as the H1 from Sep, and spoken on by CFO jun 3rd AGM found by

$ALT this is why I continue to add..I helluva lot of institutions and analyst, whom are a helluva lot smarter than me, all believe in ALT upside. Price Targets: Average 12-month price targets typically range from $14.00 to $19.00, representing substantial upside potential from current trading levels. High-end targets extend up to $24.00–$28.00. I will continue to buy buy buy...VERY patient and VERY

$ALT 3 wks into moving to new office. yet still we have no idea where the place is. Hmmmm

$ALT World class Investigators for Pemvidutide gathered in a major US city hub over the weekend, summarily under the radar. Then the big dogs went to Hattie B’s Hot Chicken (you have a side gig, ?) for vittles. What this tells me: Having ~250 people gathered at a single symposium with the top KOL’s and Investigators leading it means they’re balls deep in PERFORMA (pts 6-8 weeks on drug) and ALD based on the expert leaders there. Logically, this meeting signifies a launch of their massive US wave of trial site activations. Solid find, ! Q3 ER and AASLD just got much more interesting for me. 🤓

$ALT It is actually common. Typically these events occur 2-4 months after 1st screening is completed. It’s only been 2 months (that’s highly bullish) and signals massive site activation waves are underway. I think the expediency is so they can give more information out at AASLD (and hopefully ER CC but not holding my breath). They’re executing with surgical precision. No wasted time or effort from my vantage point. This is extremely encouraging. 😈

$ALT $ALT For those arguing that pemvidutide is not strong enough on weight loss, MASH resolution or fibrosis improvement, I think they are missing the bigger picture. I believe there is a growing market for treatments that deliver better overall health outcomes, not just the highest number on one endpoint. Meaningful weight loss, liver benefits, encouraging muscle preservation, tolerability and no lengthy dose escalation. Pemvidutide does not need to be the best at everything to become a highly valuable drug. It needs to offer a compelling balance of benefits that patients can actually tolerate and sustain. That is where I see its potential. I feel like I am repeating myself over and over… sorry

$ALT if we're on your watchlist and you're not buying at these levels then you might be overly greedy, lol. The data is in and it's spectacular. The ONLY speculation is WHO is taking this to market. To all the longs: I'm sorry we're here today, but ecstatic where we're going. Soon...

$ALT Since at least 2020, ALT’s US patents (its own and the Mederis-licensed core pemvidutide family) were handled through ALT’s own USPTO account, number 172588, which was labelled “Duane Morris LLP / Altimmune”. Hands-on drafting and filing was done by independent agent Koren Anderson. The Adocia oral-pemvidutide patent (US 12,544,349) was filed by Duane Morris on 30 Dec 2024, six days after the licence was signed. It was placed in Duane Morris’s own general account (42109) by a power of attorney signed by Adocia’s CEO, Olivier Soula, on 29 Jan 2025. USPTO notices show 172588 still under Duane Morris on 18 May, 5 Jun and 13 Aug 2026, and under Foley Hoag (Boston) by 27 Aug and 17 Sep. So ALT replaced Duane Morris between 13 and 27 Aug 2026. The change was US-only: ALT’s European representative (Brunswick IP) and Anderson both stayed. None of the routine explanations fit: -a lawyer moving firms -the CLO’s former firm -filing quality -a new trial phase One has to wonder, why in Aug??

$ALT Every time the market cap touches the cash value, the price action goes crazy and jumps hard. Notice the pattern, and it looks like it’s due.

$ALT part 3 Ideally, Alt only negotiates for help in manufacturing, delivery, distribution, marketing, etc. The moment you need money it becomes essentially a partial buyout negotiation. At this point I think the envirnoment is almost perfect for a deal. For the interested BP, 3 of 4 glucagon containing molecule are spoken for. 2 of those 3 belong to LLY. With LLY buying mazdutide rights just to prevent it from coming to international market. That leaves pemvi the ONLY choice! Simultaneously the door is getting shut on Alt to even pretend to go forward beyond 2027. Since assuming ALD results are great, see part 2 how much money is needed for ALD phase 3 which is very similiar to MASH in requirements, pre and post treatment biopsy etc. I think a deal is coming in the next 60 days. That is the good news. Bad news is it will be for a lot less than what we BULLS hoped for and what pemvi deserves. But it will be 2-3x the exercise price for durso and deep track at least.

$ALT I don't care what people say. I'm not selling. To sell now at the bottom someone must be retarded ,dumb,under influence or all of them.

$ALT Flipped some IOVA again this morning, bought 25 more shares here with some of the profits. A nibble here, a nibble there. Slowly working on getting that average down below five. Just about there…. 🐟