MLTX MoonLake Immunotherapeutics

$MLTX MoonLake could have a very interesting week. The company has guided to a BLA submission for sonelokimab in HS by the end of September, so a pre-market announcement Wednesday confirming the filing would make sense. I also wouldn’t be surprised to see more details on the US commercialization strategy. The wildcard is EADV. MoonLake is attending EADV 2026, and we could see new data from VELA-TEEN, PPP, or sonelokimab in HS as a Late Breaking News presentation. These will be announced by EADV Wednesday. I don’t think a successful BLA filing, commercialization details and a potential EADV catalyst are fully reflected in the stock. If we get some combination of these catalysts, I’d love to see MLTX move toward a $1.5B market cap, around $17.50/share(or higher). Just look at the chart: the stock tends to sell off on uncertainty or no news, while strong positive updates have triggered sharp moves higher. Could be a very interesting week. Let’s see what it brings. 🚀

$MLTX interesting chart today. Quite a sharp v recovery . It will be interesting to know whos selling and whose buying institution wise.

$MLTX Filing with adolescent data alongside adult data is very unique. I think a Priority Review is in the cards

$MLTX A predatory move will be made in Dec. Right now the Indtitutions are purposely pounding the stock to force mgmt to listen & stop wasting money on foolishness. BP are not stupid; nor are institutional investors. Trying to pretend you can go it alone is fuckin' stupid. MLTX can't & never could. Brainless to think they can. They have neither the business acumen or experience to run a true pharma company. By Dec, Merck will be back with a low ball offer; and by January, Jorge will have to listen or face Institutional legal action against any additional equity offerings. By late Jan/Feb Merck will most likely give MLTX key investors $30/share in a fire sale. Rolls into their lineup perfectly. That's a short summary of how I see this playing out. This downturn in value started when Numbnuts executed the Vetter deal committing $150 million for a product facing 100% USA tariffs. He magnified the trouble with a $230 million unnecessary stock killing raise in June. Total idiot.

$MLTX Just saw this from today when checking out my portfolio on Fidelity. Have not looked for the original Wedbush write up write up yet. Would certainly like priority review just to cut the wait time down some.

$MLTX slow move to 15-16 this week followed by a 100% to 30s upon bla...is what i would like to see

MLTX update: H.C. Wainwright just reiterated a BUY rating on MoonLake with a $50 price target. Analyst Raghuram Selvaraju is staying bullish even after the recent BLA submission for sonelokimab. The setup is getting interesting: BLA submitted + strong Phase 3 data + ~$537M cash + $50 PT. This isn’t a new upgrade, but maintaining that target at this stage shows continued conviction. Still massively undervalued if sonelokimab delivers. $MLTX 🚀

$MLTX mltx should receive receipt of application from fda next wednessay… but wouldnt expect it is shared to investors another week closer

$MLTX just a reminder : They have $565M of cash pro forma for the summer raise, and the equity market values the company at about $545M above that, or ~$645M on an EV basis once you count the debt. So with one best in class treatment ready for BLA and others still pending this is being valued at <$650M which is ABSURD.

$MLTX Come on MLTX; let's get the FDA BLA filed and get on to reversing this free fall. SLK is a best in class and with Cosentyx, will be the only other adolescent treatment for HS. Hopefully we get a priority review status and this heads back up where it belongs.

$MLTX For all you wankers that purchased shares in the 12.20s congratss, I was out of powder.

A few numbers I think the market is overlooking on $MLTX: • ~$537M cash/securities vs ~$100M debt → ~$435M net cash • ~85M shares → only ~$1B equity value around current levels • BLA for HS just submitted to FDA • Phase 3 PsA data: 66.5% ACR20 / 42.1% ACR50 • HS Week-52: 67.2% HiSCR75 / 33.1% HiSCR100 • Sonelokimab targets IL-17A/F — same validated pathway as Bimzelx So the market is effectively valuing the entire clinical/commercial opportunity at only a few hundred million dollars after cash. That’s the part I find hard to ignore. 👀

$MLTX We are on the right track. Not happy with current share price, but this company is getting bought if we get a PDUFA date around end of November. We all know that.

$MLTX look. Bla was filed, they met IZAR goals but didn't kill it and we still have HS and PPP. There are no explanations as to why they stepped on their feet and fell down the staircase now twice. Major errors. But, they are waiting for the data and someone will hopefully counsel them to get their act together. Jorge and his team need to dig deep and try to make moonlake shine. Start by buyback of shares with their own money. Next, get a real investor relations person who answers emails at least. Third, you have to promote and talk in public about how moonlakes drug will change patients lives for the better. Do these minor things and show investors you care about your company's product and reputation

$MLTX celc getting murdered today for no good reason they are selling their drug on market now david giroux has some interesting stories in his capital allocation book , id say recommend reading things can change quickly… he has a strong theme that large biopharma have limited options to increase revenues without m&a and there is a supple/demand imbalance that favours sellers

$MLTX happy bla day and end of 3rd qtr, institution holdings will be mid nov not expecting a press release or 8k until sunday, to align w their eadv presentstions merck paid ~11 billion to get a failed study to treat lung disease plus the recent hs results, only at 16 weeks w no teen data… smmt nipping at theor keytruda too; market for hs is large enough for multiple competitors, this is not an ai race where one will rule them all

$MLTX Interesting comparison: MoonLake’s Phase 2 MIRA data were already as strong or stronger after 12 weeks than Merck’s tulisokibart Phase 2b data after 16 weeks: • HiSCR50: SLK 65.7% vs Merck 72% • HiSCR75: SLK 43.3% vs Merck 41% • Placebo-adjusted HiSCR75: +28.6pp vs +26pp And MIRA had 234 patients vs 149. Not head-to-head, but the Merck data don’t appear to show superiority over SLK in HS. 💪

$MLTX 3 million volume day and we are $5 above the debacle share price from 30th Sept 2025. This is embarrassing taking into account all the achievements made by the company SCIENCE-WISE on a year. Moonlake’s mgmt has pissed off many players along the way and the science doesn’t seem to be able to compensate for their lack of leadership and charisma within the industry. Nobody loves them, LOL.

$MLTX Once it starts moving up it will get back to $20 fast. Its just has to start moving up.

$MLTX tomorrow’s official Sept. 30 short-interest release becomes even more interesting if today’s reversal holds: we’d potentially be looking at MLTX finally rejecting the bottom of its historical demand zone immediately before learning how much short exposure had accumulated by Sept. 30.