MAIA MAIA Biotechnology Inc

$MAIA *yawn* Shorts out here trying to make people panic. Boring. There's are well-known catalysts on the horizon. No one is worried if it drifts between now or then but day traders. Save your FUD for someone else.

$MAIA I am quite bullish on $MAIA, even though the SP is disappointing at the moment. Even though the $2.3M from National Institutes of Health (NIH) don't seem much, but it is a huge achievement: Obtaining federal funding for clinical-stage biotech trials is competitive and requires rigorous peer-review panels composed of top independent oncologists and scientists. The award of a $2.3 million NIH grant to fund the U.S. Phase 2 expansion sites serves as a strong peer-reviewed validation of THIO's underlying biology and clinical rationale.

$MAIA just received regulatory approval to begin screening in Spain and Portugal for its pivotal Phase 3 THIO-104 lung-cancer trial.

$MAIA $OSTX I'm primary MAIA but bought a bag of OSTX on great news and (Odd) dip at 1.68 . the OSTX news this morning is genuinely strong clinical news. This isn't just a conference announcement or corporate update. The final Phase 2b 3-year overall-survival results for Herlystic (OST-HER2) were: - 72.7% alive at 3 years with Herlystic - 45.8% in the comparable historical-control group - p = 0.0006, which is highly statistically significant - 41 patients were enrolled; four were lost to follow-up. Stock Titan And there's an important improvement from the September interim analysis. That earlier result was 71.2% vs. 45.8%, p=0.002. The final analysis moved survival up to 72.7% and strengthened the statistical significance to p=0.0006.

$MAIA About 5 weeks away from the Prix Galean Awards, then JPMHCC is coming in January. MAIA has more than enough cash to make it into Q2/Q3 2027. Current share price is a tasty buying opportunity 💰

$MAIA A simple projection is interesting: 65 now → >100 by Dec. 31 requires only ~35 additional patients over ~100 days. That's roughly 10–11 patients/month. Their increase from June to September has been roughly that pace already. So 100+ by year-end looks quite achievable if the current enrollment rate continues. It doesn't require a major acceleration.

$MAIA I’m just happy patients were recruited in the trials! Let’s go team ! Patients deserve all the thanks for their courage !

$MAIA It's definitely possible for MAIA to penetrate the 3L NSCLC market and get widely adopted quickly, especially with a commercial partner like Regeneron that already has the infrastructure set up to sell both Libtayo and Cemiplimab in combination. $150K selling price is also a good guess on what the selling price will be. $150k x 10,000 is $1.5B annually in sales at 20% market penetration in the US market. Since ateganosine is a small molecule, the COGS will be low and free cash flow will be abundant. Could we hit 90% market penetration like says? Probably, but even if we hit half that, we'll be on a rocket ship to $10B market cap. Lung cancer trials are dropping like flies, which will make MAIA stand out even more with a great interim readout. Visibility is going to be huge at the Prix Galean 🥂

$MAIA So broadly: THIO: chemical synthesis → purification → sterile formulation/fill-finish. Relatively conventional small-molecule manufacturing. Keytruda/Libtayo: huge biologic monoclonal antibodies → living-cell culture/bioreactors → complex purification and biologic manufacturing. That means I would expect the physical cost of producing THIO itself to be dramatically below its eventual selling price if approved. But I can't find a public MAIA disclosure giving an actual cost such as "$X per 180-mg cycle," so I wouldn't put a dollar manufacturing-cost estimate on it yet.

$MAIA It's October. The Prix Galean is in exactly 4 weeks 🥂 We'll be fully visible to all top decision-makers in Pharma 💰🪙

$MAIA If the 90% DCR holds, this will be fantastic for all patients currently on 3rd line NSCLC treatment.

$MAIA reached 65 patients in its pivotal Phase 3 NSCLC trial, keeping on track for 100 by year-end.

$MAIA IMO - If readout is positive, whether it’s halted at IA or success at FA, this is a $30 stock same day. My bets are placed at these prices.

$MAIA TAM is 85% of all cancers. And MAIA has the only drugs that kill telomerase-positive dividing cells. We may end up in Arkham for a while, but it's hard to believe that this won't ramp up after Phase 3 interim results.

$MAIA This stock has $100+ written all over it if THIO 104 is a success. Do what you want, but I’m taking my odds to the bank and loading up on shares.

$MAIA Another failed Lung Cancer trial ….ArriVent BioPharma (AVBP) shares crashed over 48% to an all-time low on October 6, 2026, after its Phase 3 FURVENT trial for lung cancer treatment failed to meet its primary endpoint. 📉 Trial Setback • Failed Endpoint: Firmonertinib missed progression-free survival in non-small cell lung cancer. • Market Impact: Stock plunged over 48% to a record low near $12.09. • Response Rate: Showed a 60% confirmed response rate versus 33% for chemotherapy.

$MAIA sounds like you think nothing major will happen until interim results are released. But if interim results are strong, then the stock rises quickly with that announcement and that makes partnerships and buyouts much more expensive for big pharma. Since many of the big pharmaceuticals already have supply deals with MAIA, it would seem to me that people at these companies are probably keeping an eye on the results as they come in, and therefore big pharma could make a move before results are released in the stock gets pricey. Also, as results come in, since these Farmers know that other farmers are also watching, it increases the likelihood that a bidding war happens. So to my admittedly not very sophisticated investing eye, it seems like there could be a big pop from the deal that is announced before interim results are released. Thoughts, everyone?

$MAIA Wow, ended up buying more at 1.19, maybe I should quit buying, now at total 42, 000 shares. Temped to go to an even 50,000 shares, but i have no good reason to do that. Expect if the phase 3 is succesful won't really need a bigger position. What sort of poition does anyone else have?

$MAIA Any estimate on our drugs commercial price would be per patient annually? 50,000 patients x $___ is what we’re looking at for our near term TAM in USA if (when 😉) THIO 104 is successful. Anybody?

$MAIA Not looking good. Bond rates at 25 year highs. Credit crunch in place and it doesn't go well for companies that need cash. Don't expect big Pharma to hand out licensing deals. They are notorious for being cautious in uncertain times. And if they hand out any deals, the terms will be bad. For all those with small cap stocks: hang on to your hats. This will be hairy.