MLTX MoonLake Immunotherapeutics

$MLTX From Zura PR: ' these results highlight the challenges of developing medicines in hidradenitis suppurativa, including the high variability of placebo responses' Yes its not easy

$MLTX $57 price target is the second highest I've seen. Pretty cool to have more analysts jumping on board with the same kind of thinking many of us have. Hopefully, if all goes well, that $57 ends up being a conservative number. Time will tell.

$MLTX They should be up like 30%. In the race, they are in sight of the finish line and all of the others are falling down 1-2 laps behind them. Its a 3-5X stock from here.

$MLTX So Lutikizumab is no longer much of a threat, and SLK's closest counterpart is demonstrating strong commercial success. Good news all around, I still believe that this company is undervalued for the HS market alone, let alone PsA, PPP, and axSpA.

$MLTX HC Wainwright reiterated their $50 sp target this morning. Tough day for ZURA which is unfortunate for them but it highlights how impressive MLTX numbers were through their trials and how undervalued it still is. MLTX has cleared a lot of these hurdles that others are getting hung up on. We're about 2/3 of the way through the BLA decision wait now as well. Step by step MLTX position keeps getting stronger but the sp still doesn't reflect it yet. Waiting patiently.

$MLTX a 3 billion mc would be reasonable for our current state of affairs, why we under 1 billion is anyone's guess...but the smart money holding this know where it is going just a matter of when. 64

$MLTX Big upgrade today - Chardan Capital Markets BUY $57 represents a 400% increase from last target.

$MLTX Everything is pointing to them becoming superior in the HS market as a successful Bio, except the fact they want to go it alone. Business brains need to get into the company soon.

$MLTX maybe with ZURA failure and AbbVie mediocre results, the market will realize that in the end, having a successful study is not that automatic and bad (right? IZAR-1?)

$MLTX AbbVie’s data today is a perfect example of the advantage Big Pharma has over smaller biotech companies. AbbVie achieved statistical significance with an 8-point difference versus placebo in a trial enrolling roughly 1,400 patients. Meanwhile, MoonLake’s VELA-2 trial narrowly missed statistical significance causing a 80% decrease in stock price, despite showing a larger 9.2-point difference in a much smaller study. This is where Big Pharma’s deep pockets come into play. They can afford to run massive trials that provide greater statistical power, even when the actual treatment difference is relatively modest. Long Moonlake!

$MLTX another confirmation of my thesis... i remember answering some Biotech inesvtors post saying how IL-17F is actually not so relevant... and that ZURA was actually on the better stop. Unfortunately, as i mentioned, Phase 2 trials carry a higher risk than our stage now. Statistics, NEVER, lie.

$MLTX results elsewhere once again showing that, under strict trial supervision, placebo effect is much higher than real-world would suggest. immense validation for Moonlake's trial results imo

$MLTX AI sector still under pressure - could be good for biotechs....lets get back to 15 over the next two weeks.

$MLTX now that AbbVie is out of the way as a potential best-in-class competitor, every BP is going to be salivating over this opportunity

$MLTX So, we recently got the Merck readout, and MoonLake’s sonelokimab is more competitive in comparison. Today’s AbbVie data appear less encouraging, potentially reducing the threat from Avalo as a future competitor as well. Overall, MoonLake is positioning itself as a best in class contender, with a real opportunity to challenge UCB in a 15 B 🤑market for HS. Let’s go! 💪🏻🚀

$MLTX AbbVie’s news is positive not just from a competitive standpoint, but also because they are now a potential acquirer.

$MLTX $ABBV $AVTX Moonlakes Sonelokimab Best in Class for HS: 67.2% of patients treated with SLK achieved HiSCR75

$MLTX This whole company is institutionally owned, Once the BLA is accepted they will want to push it up to make sure the deal they get is where they want it!

$MLTX surprised this isn’t 1. Trading PM or 2. Isn’t up a ton PM on the $ZURA Hs trial complete failure

$MLTX Nice surprise today. Long way to go but this is a good start. Still very undervalued imo when you look at the science, cash and where they are in the BLA process. As long as we keep getting good news science wise, we'll be in a very good position.