CADL Candel Therapeutics Inc

$CADL The poster is Abstract 603 from SITC today (Nov 6) in Phoenix: Stanford and Candel’s multi-omics look at the phase 2 LuTK02 lung trial. It is not new survival data from a controlled study. It asks whether CAN-2409 (aglatimagene plus valacyclovir) actually turns the immune system on in people whose non-small cell lung cancer had already stopped responding to checkpoint inhibitors, and whether that activation lines up with living longer. In plain terms, it supports the “cold to hot” idea in lung cancer. After the injections, two things showed up together: killer immune activity rose inside the tumor, and the same kind of activity showed up in the blood, meaning the effect was not limited to the injected site. The T-cell repertoire also got more diverse, which means new T-cell clones appeared. That is the in situ vaccine pattern you’ve been asking about: the tumor itself supplies the antigens, and the immune system starts recognizing more of them.

$CADL very happy with being up 1% for the week. :). Hope everyone has a great weekend. See ya on Monday.

$CADL If you're using an AI to figure out the value of the stock, be sure to add: 1. 65k patients "TAM" receiving EBRT today is US only 2. 80% of the u.s. prostate oncology market is concentrated into LUGPAs 3. Indicative pricing range is $150K-250k per patient 4. SpaceOAR had a similar administration modality without survival benefit and got to 45k patients in the U.S. with a near vertical launch 5. CAN-2409 is off the shelf and stable at 4c - no cold chain required 6. KOLs describe it as "borderline malpractice not to use it" given efficacy and safety 7. 65k assumes zero surgery switching, and many KOLs think there's a case that some patients will switch. I have found many AI tools hallucinate problems like a need for complex cold chain storage or a fragmented oncology market, or use a lazy 30% penetration rate based on "that's a typical assumption" ignoring the specifics of this market and therapy. Add these 7 key facts and re run your analysis and ask what this is worth in 2028.

$CADL No hot-air, No big-show. Just delivering ! Best science & mgt in Bio Buy - add and forget My #1 and by far biggest position The MC is a joke but just a matter of time ..

$CADL It is holding 8 yet again. It is not like an overvalued AI name or BP name. It never garnered a high valuation. Therefore the downside should be limited. And tomorrow we get the biomarker and shedding data.

$CADL Brain tissue is immunologically privileged. So if you can show an effect in glioblastoma that means the treatment can be expanded to other cancers that are expressing nestin.

$CADL I’ll take a stab at what’s going on: – We were traded over $1 billion in market cap, close to $14 – Interest rates shot sky high, the whole bio sector got crushed – Liquidity dried up as you’ve heard Elon Musk refer to. That hit a lot of sectors. - most pre-revenue biotech stocks that didn’t have an immediate catalyst or a huge cash pile saw 40–50% pullbacks – Rumors going around the BLA might be delayed and other questions about trials. Sell first, ask questions later is the Wall Street way of doing things – It’s an extremely lightly traded stock with low volume, so it gets easily pushed around – had one big institutional seller that we know of, which put a lot of pressure on the stock – now it looks like it’s found a bottom and working its way back up. As clarity unfolds it will work its way back to that billion dollar market cap. If BLA is on time I think we surpass it. If it’s six month review, probably hit 1.5 billion or more. Wall Street starts to smell money 💰

$CADL it appears someone wanted in. I hope (& pray!) this is the start of our long-term reversal. 😎

$CADL who here thinks glio is the sleeper hero for CADL? Updates might knock us out of the park.

$CADL I'm still extremely bullish here and will be relaxing like everyone else this weekend See yall Monday Gonna watch Marathon Man and see "Is it Safe" after church tomorrow

$CADL For the past couple weeks there has been a VWAP buy program being executed with a more aggressive trigger at 8. Buyer was unable to get a significant amount bought due to the stock's illiquidity. Obviously the buyer finally got more aggressive at 12:30 to make inroads on establishing a sizeable position. Probably wants to be complete prior to biomarker data at SITC. It only takes one buyer in an illiquid stock to move it. I strongly feel Tak now understands that the SP/valuation is predicated on substantive updates and will be an open book at Cantor. This newfound transparency will take it to new highs.

$CADL Status of the 45-Patient PrTK05 Trial The 45-patient Phase 2 PrTK05 trial has successfully compiled its primary required datasets, allowing Candel to keep its regulatory timeline fully on track. • Data Ready for BLA: Candel confirmed that the mandatory biodistribution and viral shedding data from the PrTK05 trial have been fully compiled. • No Delay to FDA Submission: These compiled findings are finalized for inclusion in the upcoming Q4 2026 Biologics License Application (BLA) submission to the FDA for aglatimagene besadenovec in localized prostate cancer. Because the necessary regulatory data components are already completed and locked in for the BLA package, the rolling submission process faces no programmatic delays from this specific requirement.

$CADL My average cost is currently at a loss, but I still have strong conviction in this stock. Here’s to a good day today and a great week ahead!

$CADL After a long long time, I bought some CADL today. (Added 15% to my position). Call me crazy, but a 10% drop in pps just because the market is Bloody Red is really CRAZY. Hoping that it will turn out to be a good decision (With more news/catalysts expected in the next few months) Long and Strong

$CADL over 3 million in volume. Very nice. I remember when we started the down trend we had 3 million. Looks like like we move a lot higher from here.

$CADL We might be getting the 1-2 punch here soon... like 18-20 months in GBM and then BLA in prostate... could get crazy here over the next month and half. Have a good weekend all!

$CADL Yes. Francesca Barone presents two posters today at SITC in Phoenix, both during the same even-numbered poster sessions: Abstract 1172: immune profiling over time from the phase 2 PrTK05 prostate trial, plus biodistribution and viral shedding data for CAN-2409. Abstract 468: combining CAN-3110 (linoserpaturev) with VEGF blockade in glioblastoma. The hall is open 10:00 a.m.–2:00 p.m. and 6:00–8:10 p.m. Phoenix time. She’s required to be at the posters at lunch, 12:00–1:30 p.m. Phoenix time (1:00–2:30 p.m. Central), and at the evening reception, 6:40–8:10 p.m. Phoenix time (7:40–9:10 p.m. Central). Some of this was already previewed in yesterday’s press release and in Dr. Tak’s post, including that the shedding data looked encouraging for the BLA. The poster itself may have more detail than that write-up. I’ll summarize it once photos or a fuller readout show up. Candelbot via Grokbot is crazy 🤪

$CADL Where are we all meeting the day we 3x? I’ll fly Stu out wherever just name a place

$CADL if its any consolation, this is my least down bio/pharma stock today … mini brightside

$CADL The first is that CAN-2409 turned on a body-wide killer T-cell response that radiation alone did not. As of the October 16 cutoff, they compared up to 17 men who got the drug plus standard radiation with up to 7 who got radiation-based care only. CD8 killer T cells in the blood rose 2 to 6 weeks after the first injection, including memory cells that can last (p<0.05). Those same cells fell in the radiation-only group. Activated, dividing, granzyme B–producing CD8 cells jumped 2 to 3 weeks after the first shot (p<0.0001) and stayed above baseline through weeks 16 to 18; radiation alone did not do that. Blood levels of the killing proteins granzyme A, granzyme B, and perforin also rose (p<0.05).