CLNN Clene Inc

$CLNN honestly it’s f’n nuts that we are sitting here crossing our fingers to cross $4 today. That’s me assuming I’m not alone. 😂

$CLNN Understand that the surging 10 year bond is likely putting additional downward pressure on this stock. Algos are on the hunt for money losing companies with short cash runways. The recent weakness in the stock may have nothing to do with the fundamentals of the company. The market cap is now just above $40M. Why do investors buy individual stocks that carry so much risk, when you can own a fund or an etf? Simple. You are trying to take advantage of inefficiencies in the market. In the case of CLNN, I THINK the biggest risk right now is around the financials. Yes there is a chance the NDA is not accepted and CNM-Au8 is not approved for ALS. However, this is a risk for all preclinical bios with a mature pipeline candidate. The Market Cap should reflect the risk/reward profile of the candidate/pipeline. In this case, most here would agree the MC does NOT properly reflect the risk/reward profile. I think this is an opportunity if you have risk tolerance. JMO

$CLNN - same. Currently sitting on just over 25,000 shares with an avg cost of $6.00. Been chipping away at it - buying a few more on the dips but I stupidly bought a lot last Oct at over ten dollars a share when it was moving up. 🤓 So, easy math - current value is $100K ; bag holding a paper loss of $50K. If it fails completely, I will lose $150K, if it goes back up to $10, I make $100K. If it ultimately goes to $20, I could make $350K. I’m still in the camp that the risk/reward is quite favorable here….🤷‍♂️🤷‍♂️ Plan is to hold and keep holding as long as I can. If it gets thru the next 6 months in a positive direction, I think the sky is the limit.

$CLNN so maitlin and rob led the financing. Let’s see what those form 4s show when they come out.

$CLNN hoping for NDA submission within the first two weeks of October. That way, the NDA will get accepted around mid December, triggering the next funding tranche. This could possibly push us back to double digits. Not long left!

$CLNN i’m sorry but who is selling 63k shares at this price so close to a catalyst? Are they trying to trigger stop orders? Either way, manipulation and stupidity at its best. Hold on to your shares, better times will come

$CLNN This will eventually get funded and the FDA will announce its decision — no need for stock price to act like this is heading for bankruptcy. Even if the NDA approval odds are only 50–60%, if it does get the green light, it’s a legit game‑changer with clear 20× potential. And let’s be real: a $50M market cap for a company at this stage is flat‑out disrespectful. The valuation is insulting. Don’t underestimate what a small biotech can do once the data hits and the path forward opens.

$CLNN wish I had the 100k to buy that 20k share wall. At least someone else took care of it 👍🏻

$CLNN I also think it was a good chat. However he did not provide any clarity related to the cash runway question. I guess that is to be expected, however the true vagueness of what the 'modest' raise will look like, makes it difficult for investors to buy into the story. The only things that is clear is that cash will be needed and needed soon, likely even before we know if the nda is accepted or not. We may have to deal with more near term pain, but I still like the longer term prospects of this investment. I also liked the insight into how the company plans to launch IF the FDA gives them a thumbs up. That would help in trying to model cash burn if we get the approval. Good luck longs

$CLNN Unfortunately the stock market does care about how beneficial this could be for ALS patients. It is all about making money. This is a microcap bio with a short cash runway. We have all been talking about this. Every risk/reward valuation metric you can come up with really does not matter for the time being. The CFO is the most important person in the room right now. They need to get the financing out to the way so the risk/reward fundamentals matter again. For all we know, the price may be under pressure by design. I am sure the company is likely working with potentially investors now to get a deal done as we speak and potential suitors are likely looking for the best price point they can get. So many stocks are manipulated for profit. Lets just hope the fundamentals win out here, and the FDA makes an honest decision about the science that Clene is presenting to them. JMO

$CLNN Board Chair and billionaire David Matlin owns approximately 477,824 direct shares of Clene Inc. (CLNN).📊 Breakdown of HoldingsDirect Ownership: 477,824 shares (following his purchase of 33,333 shares on January 13, 2026).Indirect Ownership: 7,500 shares held via the Matlin Family Trust 2020 (where he serves as trustee).Total Stake: Roughly 3.74% ownership of the company's common stock. I’m guessing he’ll make sure they have the resources to get through FDA approval.

$CLNN At $4.21 and ~$54M market cap, work backwards to what the market is implying. Approval scenario: sell-side targets sit around $31–32 (Benchmark at $31, consensus ~$32.20). Those aren't crazy — an approved ALS drug at Relyvrio-like pricing supports a $500M–1.5B enterprise value, and even on a diluted count of ~20M shares that lands in the $25–75 range. CRL scenario: probably $1.00–1.50, maybe lower. Run it. At a 25% approval probability: 0.25 × $35 + 0.75 × $1 ≈ $9.50. At 15%: 0.15 × $35 + 0.85 × $1 ≈ $6.10. Both above $4.21. The market at $4.21 is implying roughly 10–13% approval odds. But the real odds is around 50%. Even if you would put it somewhere around 20–30%, the stock is cheap at these levels and the expected value is positive. Boxer, Vivo, Coastlands got shares at $6.50 in Jan; a single buyer took 1M shares at $7 in April/May. Also, they are not going to go a full-blown offering, maybe around $10M -$20 m to cover until 1H 2027. I wouldn't mind such scenario, would you?

$CLNN $EYPT $ALT are the three bio’s I’m scooping shares of. All three have tremendous upside and are undervalued in my opinion. There are others, but those are my top three currently.

$CLNN How is this thing $4 with a $54M valuation? The execs’ personal real estate probably outweighs the value of the entire business. One of them could sell a house and scoop up the whole company. I might tap in a bit tomorrow just for fun.

$CLNN not sure where the $1.44 comes from, but don’t panic. It’s not real, check the official Nasdaq page

$CLNN I’m not sure what’s going on here. I saw good things. I know the lights are on and people are moving around. But this dip is not cool…

$CLNN I have been thinking about one interesting nugget from the recent presentations that hasn't been discussed yet: Rob said they are including the MS data in the NDA at the FDA's request. Why would FDA specifically want to see the MS data as it evaluates the ALS NDA? Think about the question FDA has to answer for AA: Is the NfL signal in ALS a real biological effect that is reasonably likely to predict clinical benefit? That's where the MS data could potentially be meaningful. In MS, CNM-Au8 has shown a notable degree of concordance across multiple measures: randomized clinical data, VEP/neurophysiology, MRI/DTI and other objective measures. The primary LCLA endpoint was borderline, so this isn't a slam-dunk Phase 3 efficacy package. But multiple independent measures moving in the same direction provides evidence that CNM-Au8 is doing something biologically meaningful in the human nervous system. (con't)

$CLNN summing up the very recent emerging growth call: Most importany, Morgan wasnt part of it, consequently no news about the measure to be expected to close the cash gap up to the FDA acceptance of the NDA. Still, the call was very encouraging. Rob again proved himself being a convincing speaker. For my understanding he basically said: The last 90 days we have been working on the NDA, clearing the FDA checklist what they want us to prove step by step. And they succeeded in every point. He seemed like there is no doubt in the NDA acceptance and probably also not in the accelerated approval (which of course he didnt mention like this). He mentioned a potential PDUFA date in early summer 2027. He also specifically pointed out, that CLNN succeeded in proving things other company failed in ALS for decades. All in all, I feel like if the manage to handle the financial issues, it all about waiting for summer 2027 for our big paycheck. Any thoughts (especially different ones) about it?

$CLNN - went down a few rabbit holes on the options Clene has for finding the funding they need for ALS Phase 3:

$CLNN Don’t worry, everyone. Do you really think a network built on LDS is going to go under without even filing for an NDA just because of funding? Remember when people were getting terrified for no reason during the Chidozie situation? 😉 Plus, looking at the chart, the price is approaching a major support zone from before the 2025 pump. Is there really any need to panic here?