ALVO Alvotech

Top watches today $ALVO ~$5 / fresh FDA manufacturing approval doubles SIMLANDI output / prior $3 75 financing is the dilution flag $CRMD ~$7 38 / REZZAYO priority review accepted / FDA decision Q1 2027 / convertible debt risk $RIG ~$5 89 / $550M in new drilling backlog / heavy debt remains $CLF ~$14 10 / strong earnings and improved outlook / watch a pullback after the run $FSM ~$10 59 / fresh gold drilling results / secondary watch <@&997794587307425934>

$ALVO I mentioned this gap fill so many times when the stock was stuck in the low $3S and hated by almost everyone. I always thought it was coming, but figured we’d have to wait until early 2027 and probably need positive FDA news to get there. Yet here we are filling that gap. For full disclosure, I took a few more off in the $6S this morning for nearly a double. Still holding about 30% of the original position with stops in place. Great trade given I had flipped it once before so up way over 100% on the name this year on one of my larger position. Good luck to those long and hopefully those trailing stops make it all the way through this gap and higher.

$ALVO Took profit at $6.50 and bought back 20K shares today at $5.60. Planning to hold through four FDA decisions in December and January. Insiders continue to hold a significant stake, with virtually no insider selling. I like the setup from here.

$ALVO FRESH FDA NEWS — 4:00 AM ET just received FDA approval to manufacture SIMLANDI in a second production suite. This effectively DOUBLES manufacturing capacity for U.S. supply and further confirms resolution of previous FDA inspection issues. Watching $ALVO into premarket.

$ALVO Biosimilar maker Alvotech filed AVT29, its copy of the Eylea 8 mg eye drug, with EU regulators; the 8 mg dose was ~57% of global Eylea 2mg+8mg sales in Q2 2026, up from ~30% a year earlier, per the release. Market value ~$1.96B at $5.51 Oct 12, 2026 close: 312.0M shares at Dec 31, 2025 (~$1.72B) plus 43.9M sold in June 2026 at $3.75. Still only a filing: no review timeline or milestone payment given, and partner Advanz Pharma sells in Europe while Alvotech supplies. Next: EMA review; FDA decisions on the 2 mg version, AVT06, expected in Q4 2026.

Nice news today, and even nicer jump in SP. I will for sure hold for a bit longer. I wonder where the SP is when the FDA approval for AVT03, AVT05, and AVT06 comes in. I hope it will go to $8+. But even then, I might not sell. What will 2027 bring? What revenue and EPS can $ALVO achieve in 2027? And will the launch of AVT16 / AVT80 also happen in 2027? Why not double digit in 2027?

$ALVO Alvotech Revenue 200 Millionen the First and second quarter for the next to quarter coming 450 Million Revenue thats why Alvotech ist a big buy..Chart Analysis by growth stock ist very difficult

$ALVO - great news catch from the AI model on Top Tier Newswire, up over 10% since being added as a top long candidate. "FDA approval doubles U.S. SIMLANDI capacity; stock up 13.85% on strong news."

$ALVO until 2030 up to 300bn sales of products will have lost exclusivity. Thereof up to 40% are biologics. If Alvotech is executing well, even a tenbagger not unthinkable

$ALVO is not a trial readout and it still matters FDA cleared Process 2.0 for SIMLANDI this morning. More than double the drug substance per batch, same upstream scale closed Monday at $5.03, trading $5.38 premarket, up about 7 percent. same plant, fewer batches, capacity left over for the rest of the portfolio imo

$ALVO Alvotech got a manufacturing unlock from the FDA this morning: the agency approved a BLA supplement letting the company make SIMLANDI, its Humira biosimilar, in a second drug-substance suite at its Reykjavik plant. The company says it effectively doubles the drug-substance capacity available for US supply. In the Humira biosimilar price war, the constraint is supply, not demand. That is the first-order read. The second-order read is the facility itself. The FDA closed its most recent Reykjavik inspection with a VAI (Voluntary Action Indicated) classification in July, and Alvotech expects the agency can now act on other pending applications tied to the site. That inspection history was the gating item. Shares rose about 13 percent on the day. The stock is still roughly 26 percent below where it traded a year ago.

$ALVO $6.34 bid Holding long position at profit BRIEF:Today announced that the U.S. Food and Drug Administration (FDA) has approved a supplement to the Biologics License Application (BLA) for AVT02 (adalimumab-ryvk), marketed in the U.S. as SIMLANDI®, enabling drug substance for the product to be manufactured in a second production suite at the company's Reykjavik facility. This approval further confirms resolution of inspection-related matters at the Reykjavik site. "This approval is important both operationally and as a further regulatory milestone for our Reykjavik facility," said Lisa Graver, Chief Executive Officer of Alvotech. "The addition of DSM2 effectively doubles the drug substance manufacturing capacity available to support U.S. supply and provides greater flexibility for commercial supply of AVT02 to the U.S. market. It also reflects the significant progress our teams have made in strengthening quality systems and manufacturing operations at the site." The second suite, DSM2, supports the complete drug substance manufacturing process, including cell culture and purification, and doubles Alvotech's manufacturing capacity available to support U.S. supply. DSM2 is already approved for the manufacture of commercial drug substance for European markets, including for AVT02, AVT03, and AVT05. Following the FDA approval, Alvotech can now manufacture AVT02 drug substance for U.S. commercial supply in either DSM1 or DSM2, providing additional capacity and greater flexibility across its manufacturing operations. The approval follows the FDA's July 2026 closure of its most recent

$ALVO Consensus Price Target $8.50 33.73% Upside According to the 8 analysts' twelve-month price targets for Alvotech, the average price target is $8.50. The highest price target for ALVO is $10.00, while the lowest price target for ALVO is $7.00.

John. I’ve followed your $ALVO posts—my second-largest position—and that led me to your work on $LU. I understand the deep-value case, particularly the ~0.1x tangible book valuation and the possibility that expected credit losses are being recognized upfront while income from newer loans arrives later. However, the prolonged Hong Kong suspension concerns me. How do you price the risk of an eventual HK delisting, and what would that mean for shareholders? More broadly, what catalyst do you expect will allow minority shareholders to realize the underlying value: normalized earnings, resumed HK trading, dividends/buybacks, or a Ping An take-private? Since LU is your largest position, I’d be very interested in hearing your downside case and exit thesis. Best regards, D.