CLDX Celldex Therapeutics Inc.

$CLDX I think institutional trades were just manipulating the stock to convince retailers to panick sell. This eventually will go up short and long term. I’ve seen planty of these cases

CLDX Stock Slumps 11% – This Analyst Sees Nearly 90% Upside, Calls Phase 3 Trial Safety Concerns ‘Misplaced’ $CLDX $XBI https://stocktwits.com/news/equity/markets/cldx-stock-slumps-analyst-calls-phase-3-trial-safety-concerns-misplaced/cZMPHbZRB72

$CLDX this is a crooked game, you need to know that going in,, they will now run it up laughing at all who sold

$CLDX Large bullish options flow included Nov 2026 45/65 bull call spreads (multi-million dollar debit), signaling institutional confidence. Phase 3 barzolvolimab CSU topline data (EMBARQ-CSU) expected Sept/Oct 2026 after early full enrollment of 1,939 patients; BLA planned for 2027. Positive momentum builds from Sept 10 Cantor Healthcare Conference presentation and transcript highlighting mast cell targeting pipeline and commercial prep. Morgan Stanley maintained Overweight with $50 PT (recent raise); consensus Moderate Buy/Strong Buy with ~$56-59 avg target.

Celldex Therapeutics shares fell sharply after an intraday “sell-the-news” reversal following Phase 3 results for barzolvolimab, its investigational treatment for chronic spontaneous urticaria (CSU). The stock initially surged before reversing lower as investors assessed the efficacy data against elevated expectations. The Phase 3 EMBARQ-CSU1 and CSU2 trials, involving 1,939 patients across more than 500 sites in 43 countries, met the primary endpoint and all key secondary endpoints, with efficacy maintained or strengthened through week 24. However, the placebo-adjusted improvement of about 10 points on the UAS7 scale was below the roughly 13-point improvement seen in Phase 2, disappointing investors who had positioned ahead of the results. Stifel reiterated a Buy rating and $68 price target, while H.C. Wainwright raised its target to $64 from $42, with both firms maintaining constructive views on barzolvolimab’s path toward a planned FDA BLA submission in 2027. $CLDX

$CLDX A tip--Do not buy again until after AD. They will fail AD like they failed PN based on mode of action. You will get your best entry--then you have 52 week data in Feb.

$CLDX The data dropped early in the morning. Within the first few minutes, the tape was a complete battlefield:The Sudden Spike: The initial 4:00 AM headline-reading algorithms saw "Met All Primary and Secondary Endpoints" and forced that brief spike up over $41.60+.The Automated Reversal: Moments later, deeper data-scraping algorithms processed the full slide deck and flagged the two anaphylaxis cases. A massive liquidation wave triggered. By 7:00 AM: The panic was fully locked in. The stock didn't just drift down—it plunged a massive 37% in pre-market trading, slamming all the way down to $23.86. Anyone logging in after 7:00 AM was looking at a sea of deep red, with the initial high-flying spike entirely wiped from the active order book.🎯 The Clean Label would have unlocked $50+.

$CLDX Great result--and happy for all the CSU (and eventually CINDU) patients. Only issue was the 2 A Shock AEs (similar to Xolair) but efficiency is MUCH higher than Xolair or Rhapsido for complete response rate. This is now BY FAR the best in class CSU drug. It seemed we all learned a lesson that the run up after Phase 2 great result made the Phase 3 priced in---so it became a sell the news event for the holding institutions. However, other funds and retail bought up when it dropped into lower 20s pre-market---so the dip was bought. I believe now the potential for a BO is strong and this will be extremely lucractive drug if it hits the market late 2027. Ultimately, this was not a winner for me which was disappointing as it seemed like we were heading for 50s based on PTs.

$CLDX Celldex plans to submit a Biologics License Application (BLA) for barzolvolimab to the US Food and Drug Administration in 2027. The planned submission follows the positive Week 12 efficacy results and subsequent Week 24 findings from the two Phase 3 trials. Barzolvolimab remains an investigational treatment, and its potential approval will depend on regulatory review of the complete clinical data.

$CLDX The studies also evaluated complete response, defined as a UAS7 score of zero, indicating no recorded urticaria activity during the assessment period. At Week 12, 42.4% of patients receiving the 150 mg dose in EMBARQ-CSU1 achieved complete response, compared with 9.3% in the placebo group. In EMBARQ-CSU2, complete response was achieved by 45.7% of patients receiving 150 mg of barzolvolimab, versus 12.6% on placebo. Response rates increased further with continued treatment. By Week 24, complete response rates for the 150 mg dose had reached 49.0% in EMBARQ-CSU1 and 54.0% in EMBARQ-CSU2.

$CLDX Not gonna bother here. Data is fine but bigger chance of adverse effects than current approved treatments. Classic sell the news event.

$CLDX almost 2 dollar spread , could be a crazy day , I don’t count on it , but with 14 percent short above 35 today could squeeze back to pre market high of $53 , better odds it sees $19 first however .. good luck

$CLDX weird reaction in terms of volume , looks like crooks doing their things . I listened to call , they were very excited and felt it was all good news. So this is sell the news , should recover over next months

$CLDX is trading sharply higher on clinical trial results following a Globe Newswire release. Celldex's barzolvolimab met primary and key secondary endpoints in Phase 3 EMBARQ-CSU trials for chronic spontaneous urticaria, with BLA submission anticipated in 2027. RTPR pushed this release out to users at 6:58:00 AM ET

$CLDX Celldex’s Phase 3 studies met their primary and all key secondary endpoints for Barzolvolimab in chronic spontaneous urticaria. The biotech firm plans to submit a BLA to the FDA in 2027.

$CLDX No need for a rush in my opinion. As you said, fully IO. They can manipulate it for some time.

$CLDX "Two grade 4 cases of anaphylaxis means this will get a black box warning, full stop. It will also have in-office administration requirements due to the anaphylaxis black box. 2 cases on the 150mg arm..."But Xolair has anaphylaxis on the label too!" Yes, and do you know how many cases of anaphylaxis they had in their CSU trials? NONE. Zero. They got the black box warning because of rare cases in asthma, and the post-marketing anaphylaxis rate is ~0.1-0.2%. Then, on top of an apparently worse anaphylaxis signal than Xolair, will require bloodwork monitoring labs due to ~10% neutropenia and an apparent anemia signal over placebo. Xolair does not require any labs. Then, on top of that, half of the patients will have whitening of their hair. Some will have vitiligo on the skin. Then, on top of that, ~10% of patients will have taste alterations. Black box warning, in office administration, bloodwork monitoring for neutropenia, hair/skin color loss, taste alterations.

$CLDX Hmm so I missed they changed guiding for this one. But. No efficacy data in PR. What could that imply?

$CLDX Unfortunate call on my part here. Expected better. Sold some at 30 in pre. Expecting stop loss triggered sells on open. Institutional traders seem to think mid-20’s is a fair price. Let’s see what it does.

$CLDX Complete Response Rate Cap: While both trials comfortably met the primary endpoint of reducing hives and itchiness at 12 weeks, the complete response rates (patients showing 100% resolution of symptoms) hovered between 42.1% and 45.7% at Week 12, rising to 45.1% to 54% at Week 24. Some institutional investors may have expected a higher absolute cure rate given barzolvolimab’s potent mast-cell-depletion mechanism.