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07/13/25 5:57 PM

#441 RE: subslover #440

Hi subs! Seeking Alpha had a good point with this march 10th input. Good cash reserves, institutions holding, pipeline slowly advancing development. We knew it was a long term. Time will tell. I hope you and your family a safe and well year. My prayers go out to those affected by the floods and upcoming fire season.

"C4 Therapeutics' pipeline, including cemsidomide and CFT1946, shows early promise but faces significant safety concerns and long timelines for definitive data readouts.
Financially, CCCC has sufficient cash to fund operations into 2027, reducing immediate dilution risk, but high cash burn remains a concern.
Market valuation has dropped significantly, aligning more closely with their early-stage clinical status, reducing overvaluation risk.
Despite potential in protein degraders, the current "Hold" sentiment is maintained due to early-stage data and lack of near-term catalysts."

https://seekingalpha.com/article/4766288-c4-therapeutics-getting-too-cheap-to-ignore-still-a-lot-of-risk