ANNX Annexon Inc

$ANNX let’s be clear A ≥15-letter loss represents dropping three full lines on the standard ETDRS eye chart at two consecutive clinical visits. This is a functional vision preservation metric rather than a purely structural measurement of lesion growth When a treatment prevents this from happening, it means the treatment successfully preserved real-world, usable vision for the patient, which matters much more to daily life than just slowing down a spot on a scan.

$ANNX @ RandomInvestor777: While the trial size was a bit smaller at 1/3 of P3 size I think you might be underestimating the fact that in all probability based on the science of tackling the C1q "headpin" that the cascading effect is greatly reduced. Furthermore, shares are priced at EMA approval levels now. With very little credit for FDA GBS probable approval and virtually nil for GA. Thank the shorts for that. I believe if the chips fall for just GBS dually EMA/FDA you are looking at $15 and with GA if 45% RRR $30-50 in 4-5 years time. Plus BP buyout candidate. Risk-reward...heavily favoring a long. The downside is very limited, 90% odds EMA approval about now past CS 1.

$ANNX Annexon is preparing for a U.S. BLA submission in Q4 2026, meaning the drug is practically at the finish line. For a Big Pharma company looking to avoid early-stage research risk, tanruprubart represents a de-risked, registrational-stage asset that addresses an annual $20 billion healthcare burden with zero existing approved competitors. Sanofi,UCB,Roche,AstraZeneca

$ANNX Goldman Sachs expanded its holding by +3,672,699 shares (a massive 170.6% increase over their previous footprint), bringing their total stake to the 5.82 million shares they hold today

$ANNX it’s 10/22 Why did Doug say 4q or fall? He should have said November / December? NO NEWS

$ANNX I am not that confused as the below seems pretty straightforward (From August): With a dual primary endpoint strategy, ARCHER II can achieve success in protecting against vision loss at either Month 15 or 24, which are independent efficacy timepoints. “Our objective is to maximize the best-in-class potential of vonaprument to preserve visual acuity for millions of patients at risk of irreversible vision loss. The strong power and execution of our Phase 3 ARCHER II trial provide a clear opportunity to seamlessly incorporate a Month 24 dual primary endpoint while maintaining the Month 15 primary endpoint.... “As ARCHER II was already designed to remain masked through Month 24, this strategic addition allows us to also evaluate the longer-term profile of vonaprument for inclusion into the label without change to the study operation. We look forward to delivering the Month 15 data milestone on schedule in the fourth quarter of this year and delivering Month 24 data thereafter.....

$ANNX “Company management will highlight the Phase 3 ARCHER II clinical trial design, patient demographics and communication strategy for the anticipated 15-month and 24-month results beginning in Q4 2026. “

$ANNX Creates buying opps. I most certainly have added in the threes. A riduculously low SP.

$ANNX Considering the market wide butchery going on, 3.60s are still with in support and resisatnce lines. Other tickers I move in and out of are getting smoked below the 200MA.

$ANNX Great dishing out more options! These guys have blown through 200 mil for an 80 mil trial in the last year and a half. Criminals enriching themselves to our detriment

$ANNX maybe they can keep putting out these decks for another few days and get the stock price back to 6/7 a share

$ANNX EXACTLY THIS NEWS RELEASE SOWS HUGE DOUBTS!!! WTF??? “ We’re announcing that we are going to announce that at some point we will announce results”… idiots!

$ANNX see this as undervalued here, may need to raise at some point but I think the risk is worth the reward. Europe approved it. Need US to get on board.

$ANNX I patiently bought more at $3.40 and sold $11 LEAPS for .75. I will happily take a 300% profit in three months should it hit $11. Now those calls are paying .90.

$ANNX been waiting for 2 years for a major gap up on news... waiting for that 300% pump or nothing

$ANNX since when is an upgrade from Wainright worth a darn? chase this and lose for sure

$ANNX r/r for p3 readout (q4) is +300% vs -75%... high risk, high reward. size accordingly. I'm in for small trade to the upside... GL boys

$ANNX why isn’t this more of a focus ? Seriously. Vision preservation for less advanced patients? That alone should be billion $ drug. What am I missing? “Phase 2 ARCHER, 0% (0/56) of monthly-treated patients with less advanced disease (LLVD <30) lost 15 letters, versus 17% (10/59) of sham patients, nominal p=0.0013. A 15-letter loss is a three-line drop on the eye chart, which is often noticeable to patients and can affect reading, driving, or recognizing faces. Zero events in a treated arm, against roughly 1 in 6 on sham, is a striking contrast for a disease where vision loss is the outcome that matters. ”

$ANNX I feel it was pretty clear? the Q4 news will be whether the trial progresses to 24 mo (and stays blinded) or stops (for success / failure). If its sucess then the substudy analysis will be in Q1 2027. the stock reaction will depend on the DMC decision in Nov/Dec

$ANNX what's up with that PR? I hope they aren't going to downplay the 15 month and prepare for failure lol. If it's not working at 15mo it isn't working at 24mo nobody will believe them anyway.