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Whalatane

09/27/25 12:15 PM

#111 RE: rosemountbomber #110

AMLX's LUCIDITY trial is still enrolling

No safety or efficacy concerns have been flagged in recent updates, and the trial builds on five prior PBH studies demonstrating consistent benefits.For the most current details, check ClinicalTrials.gov (NCT06747468) or Amylyx's investor relations page.



So stock should pop when they announce full enrollment ...PPS action may be pre running that

RZLT is fully enrolled .. P3 data due Dec 25
Kiwi
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Whalatane

09/28/25 10:39 AM

#112 RE: rosemountbomber #110

RMB. re

I am tending to lean to Steven's idea about bios, namely; taking profits upon trial results and not waiting for the tough slog that the companies will have trying to generate sales


While I partially with agree with this ...there will be exemptions .

UNCY , once approved , should have a fairly easy time to generate sales due to the way TDAPA works for new pho drugs ...and the fact it will be fully reimbursed by Medicare for the first couple of years.
Little problem with pre authorization and the fact most patients hate their current pho drugs .

SLNO has tripled since the trial results but sold off recently since the Co raised $ to go it along IIRC .

I lean towards ...sell some on trial results , sell a lot more on FDA approval and then wait to see if Co is bt out before launch of the drug

Kiwi
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Whalatane

10/02/25 10:36 AM

#113 RE: rosemountbomber #110

Well getting close to being stopped out of part of my position ...down close to 20% from its recent high .
Can't see anything driving this except profit taking on recent run up ....however ...Co is due to announce full enrollment in their pivotal trial.
Any delay in that would spook investors
Not seeing any news anywhere tho
JMO
Kiwi
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Whalatane

01/22/26 12:33 AM

#156 RE: rosemountbomber #110

RMB. are you in AMLX ...chk Ernie's recent post

Kiwi