ALT Altimmune Inc

$ALT FWIW: I'm hearing that FDA is strongly considering VCTE as a RLSE but only in combination with a concurrent drop in ELF. So instead of # of people on drug who had a drop in VCTE ≥30% compared to placebo, it'd be VCTE drop of ≥30% AND a drop in ELF of -0.5 units. VCTE+ELF to simplify. Of note, ALT just released this data via AASLD abstracts: 1.8mg = 32.4% VCTE+ELF responders at 48W compared to just 6% pbo (p<0.0001) This matches survo almost exactly. EFX didn't hit ≥30% reduction at week 24, but hit ~50% VCTE+ELF with the high dose at week 96 vs 6% pbo. So figure with efx high dose at just 48 weeks (not 96), it'd project to be about 40% dual VCTE+ELF responders. And pemvi 2.4mg (not 1.8mg) would be maybe right under that around 37-39% - beating survo.

$ALT Wkend pep talk to my longs! 1) In case y'all didn't realize, the market crash many have been warning about started last 5-7 trading days. 5000+ stocks down 20% more from 52 wk high. 4000+ are down 40%. 2) Unlike overbought stocks that crash / rerate, which takes years to recover. Alt was already oversold at $3.50 and now trading significantly below cash level. Once the runs start out of the AI sector, bio sector along with energy sector will be natural ones for ppl to run to. 3) Does it even make sense to have close to 20% of your staff in accounting and finance and 3 HR persons? Still no news on office address. Sth stinks to high heaven. Yet the new employees don't seem worried. 4) We just need a solid piece of news.

$ALT Amazing watching the boards since Sept 24th. $VKTX drops 41%, ALT drops 32%, and bulls flip to bear doomers.... Zero change in trial data. Zero change in BP’s patent cliffs. Zero change in massive TAM. Zero change in ppl wanting to be slim or protect their livers.

$ALT A good example of what can happen to a stock trading in the 2’s. They got bought out for 6.7 Billion ! Looking for a TERN type move soon….

$ALT if we're on your watchlist and you're not buying at these levels then you might be overly greedy, lol. The data is in and it's spectacular. The ONLY speculation is WHO is taking this to market. To all the longs: I'm sorry we're here today, but ecstatic where we're going. Soon...

$ALT World class Investigators for Pemvidutide gathered in a major US city hub over the weekend, summarily under the radar. Then the big dogs went to Hattie B’s Hot Chicken (you have a side gig, ?) for vittles. What this tells me: Having ~250 people gathered at a single symposium with the top KOL’s and Investigators leading it means they’re balls deep in PERFORMA (pts 6-8 weeks on drug) and ALD based on the expert leaders there. Logically, this meeting signifies a launch of their massive US wave of trial site activations. Solid find, ! Q3 ER and AASLD just got much more interesting for me. 🤓

$ALT With all the different deal estimates I’ve seen thrown around on the board tonight, and the end of the year getting closer, I figured why not start a thread where everyone can share their predictions. Planning to pin to top of my page for future reference. Here’s my prediction. Deal Structure -Strategic licensing and co-development agreement -Initial payment: $325M -Strategic equity investment: $125M -Total initial capital: $450M -Contingent milestones: Up to $2.1B -International royalties: 15%–23% -Altimmune retains U.S. commercial rights How I see it being structured -MASH: Immediate ex-U.S. licensing agreement -AUD and ALD: Negotiated options with additional milestones -Phase 3: Shared development funding -Manufacturing: Pharma partner handles international scale-up I see ALT pushing toward $6 on the initial announcement, with $10 becoming a major resistance level in the days following. Future Buyout $20–$25 per share Curious to see what everyone else comes up with.

$ALT So it appears oral pemvi isn't dead. On 5 Oct 2026, ALT’s CLO signed a power of attorney in Adocia’s name, certifying her authority to act for Adocia. It revoked Duane Morris and appointed a new, separate account (242954, almost certainly Foley Hoag’s). Foley Hoag filed it the same day, authorised by its managing partner. The doc shows three things: 1) ALT has taken direct control of the oral pemvi patent, even though nothing was due on it until 2029. That contradicts any idea that oral pemvidutide has been scrapped. 2) ALT now acts in Adocia’s name. Licensors have otherwise always signed for themselves: Adocia’s CEO in 2025, and Mederis’s Nestor in 2020. 3) The patent was deliberately kept in its own account, separate from ALT’s main portfolio. That is consistent with its fate being decided on its own, matching Adocia’s statement that next steps depend on “the partner’s corporate strategy”, repeated as recently as the H1 from Sep, and spoken on by CFO jun 3rd AGM found by

$ALT It is actually common. Typically these events occur 2-4 months after 1st screening is completed. It’s only been 2 months (that’s highly bullish) and signals massive site activation waves are underway. I think the expediency is so they can give more information out at AASLD (and hopefully ER CC but not holding my breath). They’re executing with surgical precision. No wasted time or effort from my vantage point. This is extremely encouraging. 😈

$ALT $ALT For those arguing that pemvidutide is not strong enough on weight loss, MASH resolution or fibrosis improvement, I think they are missing the bigger picture. I believe there is a growing market for treatments that deliver better overall health outcomes, not just the highest number on one endpoint. Meaningful weight loss, liver benefits, encouraging muscle preservation, tolerability and no lengthy dose escalation. Pemvidutide does not need to be the best at everything to become a highly valuable drug. It needs to offer a compelling balance of benefits that patients can actually tolerate and sustain. That is where I see its potential. I feel like I am repeating myself over and over… sorry

$ALT I don't care what people say. I'm not selling. To sell now at the bottom someone must be retarded ,dumb,under influence or all of them.

$ALT M&A head just said Roche isn't done with their cardiometabolic portfolio (uses word "build" in the present tense). He also just said they rely heavily on BD deal making (not R&D). I think he's ready for Pemvi...

$ALT Altimmune will present new clinical and preclinical findings for pemvidutide (a GLP-1/glucagon dual receptor agonist) at AASLD The Liver Meeting® 2026. ​Key Data Findings & Interpretations ​1. 48-Week Non-Invasive Measures in MASH (IMPACT Phase 2b Trial) ​Findings: The 48-week analyses showed concurrent, statistically significant reductions across multiple non-invasive biomarkers, including liver stiffness, Enhanced Liver Fibrosis (ELF) score, liver fat, and alanine aminotransferase (ALT) levels compared to placebo. ​Interpretation: These results demonstrate sustained, long-term multi-system improvement in liver health beyond initial 24-week biopsy endpoints. The concurrent drop in stiffness and ELF scores suggests continued anti-fibrotic activity and reversing liver damage without necessitating repeat invasive biopsies.

$ALT This a phase 2/3 biotech stock with $0.5B in funding, 28% short interest, ATH tute ownership, and price action almost at 104-week lows due to a blind sell-off of the sector after a notable M&A hiatus and major macro headwinds causing market-wide risk-off pressures. How can one not be bullish?

$ALT Since at least 2020, ALT’s US patents (its own and the Mederis-licensed core pemvidutide family) were handled through ALT’s own USPTO account, number 172588, which was labelled “Duane Morris LLP / Altimmune”. Hands-on drafting and filing was done by independent agent Koren Anderson. The Adocia oral-pemvidutide patent (US 12,544,349) was filed by Duane Morris on 30 Dec 2024, six days after the licence was signed. It was placed in Duane Morris’s own general account (42109) by a power of attorney signed by Adocia’s CEO, Olivier Soula, on 29 Jan 2025. USPTO notices show 172588 still under Duane Morris on 18 May, 5 Jun and 13 Aug 2026, and under Foley Hoag (Boston) by 27 Aug and 17 Sep. So ALT replaced Duane Morris between 13 and 27 Aug 2026. The change was US-only: ALT’s European representative (Brunswick IP) and Anderson both stayed. None of the routine explanations fit: -a lawyer moving firms -the CLO’s former firm -filing quality -a new trial phase One has to wonder, why in Aug??

$ALT My theory is that positive AUD Phase 2 results may have changed the perspective of earlier partnership discussions. Pemvidutide was already a compelling MASH asset, with BTD, significant MASH resolution, encouraging fibrosis signals, strong tolerability without titration, continued weight loss and lean mass preservation. Now add positive AUD data, ALD development and obesity potential. We are talking about a franchise, not a single-indication drug. Any BP evaluating pemvidutide primarily for MASH may now have to reconsider the scope and economics of a deal. With AUD Phase 3 requiring additional funding, the timing of a broader partnership becomes even more relevant. My preferred outcome is a global partnership with substantial upfront funding, shared development costs and meaningful retained economics for ALT shareholders. Perhaps the delay is not about a lack of interest, but about agreeing on the value of a franchise whose potential has expanded. Just my theory.

$ALT part 3 Ideally, Alt only negotiates for help in manufacturing, delivery, distribution, marketing, etc. The moment you need money it becomes essentially a partial buyout negotiation. At this point I think the envirnoment is almost perfect for a deal. For the interested BP, 3 of 4 glucagon containing molecule are spoken for. 2 of those 3 belong to LLY. With LLY buying mazdutide rights just to prevent it from coming to international market. That leaves pemvi the ONLY choice! Simultaneously the door is getting shut on Alt to even pretend to go forward beyond 2027. Since assuming ALD results are great, see part 2 how much money is needed for ALD phase 3 which is very similiar to MASH in requirements, pre and post treatment biopsy etc. I think a deal is coming in the next 60 days. That is the good news. Bad news is it will be for a lot less than what we BULLS hoped for and what pemvi deserves. But it will be 2-3x the exercise price for durso and deep track at least.

$ALT Last year I sold IOVA, and CAPR almost at the bottom, making pennies. After I sold them CAPR went to almost $40 and IOVA is trading now around $15. I can be fooled twice, abd won't allow to happen this the third time

$ALT It is difficult to make sense of this share price. I understand why some people think bulls are delusional. But I believe the bigger picture looks very different from the tiny pixel we are staring at today. Unfortunately, for shareholders, that pixel is the only thing that matters until the bigger picture starts translating into actual value. Perhaps all we are waiting for is the master (BP) to add the final brushstroke. I cannot wait to see how this plays out. Hopefully sooner rather than later.

$ALT Market correction is only short term. Take advantage of it while the sale last. Soon we gonna celebrate here