CRMD CorMedix Inc

$CRMD I wouldn't be surprised if we, in the coming months, get an announcement about being bought at $40+ @ share. Don't forget that Joe is the one who gains the most if CRMD changes ownership! Bears play with fire on this one. Specially with our strong fundamentals and that the stock already dropped 50%. Insiders dont buy because they cant 😉 Time will tell but either way this wont be this low for long

$CRMD Question for the masses.. Does Joey T know what he is doing? I think so. Smiling quietly at the dissenters.

$CRMD For LDOs, the economics are hard to ignore: ClearGuard costs roughly $10. DefenCath could add $20–$40 in contribution. If outcomes are comparable, the choice is clear: DefenCath delivers the stronger economic value.

$CRMD CorMedix estimates that the potential U.S. market opportunity for REZZAYO (rezafungin) in the prophylaxis (prevention) of invasive fungal diseases exceeds $2 billion. Key Details & Market Outlook • Current Indications: REZZAYO is approved for treating adult patients with candidemia and invasive candidiasis. • Phase III Milestone: In April 2026, CorMedix announced positive topline results from the global ReSPECT Phase III trial evaluating REZZAYO for the prophylaxis of invasive fungal diseases in adult allogeneic hematopoietic stem cell transplantation (HSCT) patients, meeting its primary endpoint of non-inferiority in fungal-free survival at Day 90. • Regulatory Timeline: CorMedix is preparing to submit a supplemental New Drug Application (sNDA) to the FDA in the second half of 2026, with a potential commercial launch for the expanded prophylaxis indication targeted for 2027.

$CRMD I have invested in many biotechs over the past 20 years and the script never changes. Right before breakout and promising results (Rezafungin prophylaxis here), bad vibe and bad news spread. The subject and motives change but the script is the same. It’s either bankruptcy, delisting, reverse split, trial failure, analyst downgrades, lawsuit, class action lawsuit, Managerial departure, CEO bad rep, change of medical director, etc etc. I have been through this so many times, it’s predictable. I learned to live gnome the noise. This is a great company with great products and the main story is Rezafungin prophylaxis. That’s it.

$CRMD In last month's earnings call, they disclosed that they submitted a protocol amendment to potentially increase enrollment in the TPN trial. Appears that the protocol amendment was approved.

$CRMD good news: we appear stuck right around here. . Bad news: we appear stuck right around here. . This is a period where share buybacks and management displaying their actions would be helpful. It’s hard not to be frustrated with what seems to be disregard for shareholder value.

$CRMD 0 or 17 won't matter when we reach our true value at $30 a share. Defencath = 71% fewer hospitalizations ClearGuard = 43%. The top 5 centers have signed up, and utilization will only keep growing. DaVita signing so late tells us Fresenius is printing $$$ from their deal, and so are we. You don't like money? Go ahead and sell when we are at our lowest point in years, but with even greater fundamentals compared to the last time we hit $17. Tired of hearing all the people bitching about the SP. Nobody is holding a gun to your head telling you to hold.. You either sit down and enjoy the ride or get the fuck out. For me, this is a no-brainer.

$CRMD Knowing for sure sure the 3rd Drug is $TLPH Niyad Most likely $GMDAQ Omisirge + Aphexda to increase the newly formed Transplant Team efficiency Secondary Options $HRTX Zynrelef + Aponvie (Hospital Heavy) $MRK Recarbrio + Sivextro (Hospital Heavy) Innoviva Xerava + Zevtera (Hospital Heavy) Medexus Grafapex + Ixinity (Transplant Heavy) Meitheal Contepo + Xenleta (Hospital Heavy) Regardless The deal is already signed and pending announcement

Interesting KCAPA-adjacent datapoint: AAKP VP/Policy Chair Paul Conway was tapped to serve on OPM’s 2026 Presidential Rank Awards Review Board. Conway has also been publicly involved in the kidney-policy discussion around DefenCath/CRBSI prevention. I wouldn’t call this evidence KCAPA passage odds suddenly changed, but it does reinforce that one of the bill’s key patient-advocacy voices has real credibility and connections inside the federal policy apparatus. $CRMD

$CRMD 🏥 The FDA accepted for filing CorMedix, Inc.'s supplemental NDA for REZZAYO for prophylaxis of invasive fungal disease and granted Priority Review with a PDUFA target action date in Q1 2027. Prioritized by relevance

$CRMD — DefenCath vs Clearguard The evidence base Real Consistent Pattern Residual risk and Relative advantage: -LOCK-IT vs Hymes, indirect residual-risk comparison ~34% -LOCK-IT vs Brunelli, indirect residual-risk comparison ~22% -USRC RWE vs Hymes, indirect residual-risk comparison ~47% -USRC RWE vs Brunelli, indirect residual-risk comparison ~37% -Fresenius RWE/RRI incident subgroup, lower adjusted hazard ~44% -Fresenius YoY Infection Reduction ~23% The numbers are directionally very coherent, Historical DefenCath and ClearGuard studies as well as the direct Fresenius incident-subgroup data and Infection Reduction report imply a possible ~22%–47% relative incremental advantage for DefenCath over Clearguard under strong simplifying assumptions.

$CRMD Sometimes I think it’s the institutional investors who are keeping it below $8–9. I don’t know the reason; the market decides otherwise—in my view, we’d already be at $15.

$CRMD Joe said they’re targeting the top 5 MA plans. Used ChatGPT in Codex Work Mode to scan MedStar Washington Hospital Center’s public pricing CSV. DefenCath entries: • Aetna Medicare: $6.15 • CareFirst MA: $5.97 • Humana MA: $6.27 • Kaiser MA: $6.27 Rates are per 0.1-mL J0911 billing unit. Thirty units = one 3-mL vial: calculated equivalents of $179.10–$188.10. MedStar’s ASN abstract, scheduled for presentation October 22, 2026, documents taurolidine/heparin lock use and a 62.5% reduction in quarterly CLABSI counts. These are published hospital outpatient rates—not paid claims or dialysis agreements. Named MA plans have DefenCath pricing listed at a hospital documenting actual use.

$CRMD Never bet against ”da Rock”…• Total Shares Held: 6,324,111 shares • Ownership Percentage: 8.11% of total shares outstanding (making them the #1 top holder, slightly ahead of Deep Track Capital) • Reported Market Value: ~$45.91 million to $49.64 million (depending on the specific filing date valuation benchmarks) • Recent Trend: BlackRock has consistently added to its position, increasing its share count by 356,536 shares (+5.97%) over its previously reported quarter.

$CRMD They know…CRMD: • Hennion & Walsh Asset Management Inc. • Increased holding by +150.6%. • Brought total to 438,629 shares. • Pacer Advisors Inc. • Boosted position by +128.7%. • Total position reached 580,620 shares. • Segall Bryant & Hamill LLC • Increased holding by +107.8%. • Brought total to 126,675 shares. • Winton Group Ltd • Grew stake by +69.7%. • Headlands Technologies LLC • Expanded holdings by +63.0%. Major Existing Stakeholders While these massive percentage shifts represent active buying, the largest footprint belongs to institutional giants anchoring the equity: • BlackRock Inc. remains the top holder at 6.32M shares (8.11% of company). • Deep Track Capital, LP follows closely with 6.27M shares (8.05%). • Vanguard Capital Management LLC retains 3.14M shares (4.02%). • State Street Corporation controls 2.32M shares (2.97%).

$CRMD Why the Cap Cannot Replace the Solution: Anticoagulation: The ClearGuard cap releases an antiseptic to kill bacteria, but it does not contain an anticoagulant to prevent blood clotting throughout the length of the lumen. Liquid Displace & Wetting: The design relies on the lumen being full of liquid. As the rod enters the hub, it displaces a tiny amount of the liquid lock solution, which "wets" the antimicrobial coating and allows it to elute properly inside the hub. Target Zone: The antimicrobial action of a ClearGuard cap is primarily concentrated inside the hub (the external connector end), which is where most line contamination enters. The liquid lock solution is still needed to fill the rest of the internal catheter tubing all the way down to the tip near the heart. In short, the lock solution prevents clots and distal contamination, while the ClearGuard cap adds an active bacterial barrier at the entry hub.

I believe the most realistic scenario would be a TDAPA comparable Reimbursement, so whatever the government is reimbursing, Private Sector would do the same TDAPA $140M MAs $140M Inpatient $20M $CRMD Defencath Dialysis Revenues $300M MAs would profit/save no less than $860M from doing so -Also whatever the government is reimbursing is tied Directly to KCAPA and that is another pending leverage

$CRMD Typical bear trap, ignore the minor price drop, continue to load. Might be last time we see the 6s if we do...

$CRMD Cormedix Announces FDA Acceptance for Priority Review of Supplemental NDA for Rezzayo® (Rezafungin) for Prophylaxis of Invasive Fungal Diseases