CORT Corcept Therapeutics Inc

$CORT Shorts have knocked Corcept stock from $126 to $110 by slamming at open and close every day. They use algorithms to trick automated trading systems and unsophisticated investors. This creates opportunity for the intelligent investor. There are at least 5 distinct catalysts coming up in next two months, any one of which can spike stock north of $200 overnight. (1) Positive cancer results. CORT just had the second best oncology launch in history. More positive data before year end would expand the indication from $1 to $5 billion in potential market. (2) Relacorilant approval in Cushing’s. FDA rejection is expected and baked in to the current share price. A FDA reversal and surprise approval could add $75 to stock overnight. (3) Positive MASH results. Game changer. MASH is huge indication, and if CORT has a viable MASH drug they will likely great taken out well north of $200/sh. This could add $100 to stock overnight. Big pharma needs this.

$CORT Genmab's drug, is a targeted chemotherapy. If and when it gets approved in several years, it, like other available chemo agents, will be more effective when used in CONJUNCTION with Lifyorli. This isn't future competition at all. Whoops. Feel bad for the folks who sold CORT today.

44 days out and $CORT is quietly my kind of setup imo Dec 17 PDUFA for relacorilant in Cushing syndrome, resubmitted after FDA asked for more analyses, and GRACE already met its primary endpoint on blood pressure control Q3 just printed revenue about $340 million, up about 64% from a year ago, so the date walks in with a commercial engine behind it, not just a hope

$CORT Keytruda is the best selling cancer drug in the history of the world, approaching $200 billion in sales. Corcept's Lifyorli is positioned to become the next great Oncology blockbuster. Below is a side by side comparison. As Lifyorli expands to earlier Ovarian cancer and different cancer types, expect explosive growth. Corcept will eventually be 5x more valuable, just for Oncology. That or get taken out by big pharma. The short selling hedge funda who have pushed Corcept stock from $120 to $70 has created the opportunity of a lifetime for us. Keytruda Lifyorli First full Q $50 47.6 Quarter 2 $83 91.4 Quarter 3 $110 Quarter 4 $159 Quarter 5 $214 Quarter 6 $249 Quarter 7 $314 Quarter 8 $356 Quarter 9 $483

$CORT Agreed. Genmab 's Rina-S is an antibody-drug conjugate (ADC) directed at folate receptor alpha (FRα). It is administered as a standalone IV infusion every three weeks, replacing standard chemotherapy entirely. Rina-S can be viewed as an improved chemo drug, and the drug was not tested long enough for developing resistance. Sound like a great news for OC sufferers as well as a win-win for Genmab and Corcept.

$CORT Short-term catalysts are coming: Early Nov. - Q3 ER (Lifyorli sales ramp, record revenue, clinical development updates) Mid Dec. - Relacorilant/CS approval (Resubmitted on on 6/17, FDA accelerated approval possible in Nov.) EOY 2026 - Start of P3 trial for Dazucorilant/ALS EOY 2027 - Readout of Miricorilant/MASH P2b trial With only 2.5 months left, a busy catalyst calendar indeed. These will propel the SP to $150 territory or higher. GLTA and cheers!

$CORT The question about Genmab's Rina-S was also asked during the ER call, and they couldn't comment on the competing drug under development, but clearly mentioned that cortisol modulation should sensitize cancer cells to increase the potencies of chemo and ADC, which Rina-S belongs, drugs.

$CORT Corcept's Lifyorli triplet hit a 7.2-month median PFS in a 95-patient ovarian cancer trial. 🏢 Corcept Therapeutics sells Korlym for Cushing's syndrome and, since March 2026, Lifyorli for platinum-resistant ovarian cancer; worth about $9.28B at $85.86 at 16:00 ET on October 23, 2026, with Lifyorli at $47.6M of $256.1M Q2 2026 revenue 📈 In BELLA Part A, Lifyorli plus nab-paclitaxel and bevacizumab gave a 7.2-month median PFS and a 59% response rate, versus 5.4 months and 37% for Lifyorli plus nab-paclitaxel in the separate Phase 3 ROSELLA trial ⚠️ BELLA is single-arm and open-label, so its edge is measured against a different trial rather than a control arm, and median overall survival has not yet been reached 📅 Next: Full BELLA Part A results at a medical conference next year; FDA decision on relacorilant in Cushing's syndrome by December 17, 2026 Source: Business Wire release, Oct 26 + SEC 8-K, Jul 29

Corcept Therapeutics shares plunged after rival Genmab reported that its Phase 3 RAINFOL-02 trial of rinatabart sesutecan (Rina-S) in platinum-resistant ovarian cancer met both its primary endpoint of progression-free survival and key secondary endpoint of overall survival, delivering statistically significant and clinically meaningful improvements versus investigator-selected chemotherapy. The results pose a direct competitive threat to Corcept’s Lifyorli (relacorilant), approved by the FDA in early 2026 for the same patient population and a key growth driver for the company. The selloff compounded existing weakness after Corcept had already fallen approximately 9.5% in October and received an analyst downgrade the previous month. Investors may also be reducing exposure ahead of third-quarter results expected in late October or early November, which could provide an important update on Lifyorli’s commercial trajectory amid intensifying competition. $CORT

$CORT So, it looks like there is more support for difficult to control Type 2 diabetes actually being misdiagnosed cushings/hypercortisolism. If that is the case and roughly a quarter of the difficult to control Type 2 diabetes patients should be given Korlym/Relacorilant, what does that bring the TAM to???

$CORT Beat both earning per share and revenue. Guidance raised. Corcept Therapeutics Announces Third Quarter Financial Results and Provides Corporate Update 04:05:00 PM ET, 11/03/2026 - Business Wire Corcept Therapeutics Announces Third Quarter Financial Results and Provides Corporate UpdateBusiness Wire Revenue of $340.5 million, a 64 percent increase over the same period in 2025 Korlym® and authorized generic product revenue of $249.1 million Lifyorli® product revenue of $91.4 million Reiterated 2026 revenue guidance of $1.1 – $1.2 billion Net income of $126.8 million, compared to $19.7 million in third quarter 2025 Net income per common share (diluted) of $1.01, compared to $0.16 in third quarter 2025 Quarterly cash and investments increase of $117.7 million, to $662.3 million

$CORT interesting who wants to push Cort after good news down !? It’s not magic in my opinion

$CORT maybe the TAM calc goes something like: A. US T2D patients on intensive insulin = 4m B. 24% hypercortisolism prevalence (per CATALYST) = 24% C. Authorized generic pricing of $120-210k (30-60% discount vs $300K Korlym list price…Relacorilant would be even higher) TAM = A x B x C = 4m x 24% x $120-210k/yr = $115-202b If that’s remotely right, then all the sudden a $3-5b sales outlook from Cushing’s alone (others have already posted about the many other indications CORT has or is pursuing) doesn’t seem so outrageous. Of course, obstacles include Relacorilant approval, screening adoption, payer coverage, competition, etc. Not a layup. Since 2018, median pharma M&A has been at FV/sales of 9.3x for FY1, 5.2x for FY3 and 3.8x for FY4. At $4B/yr (mid of range) for cushings alone x 3.8x for 4 years out to 2030 = $15B in value TODAY just for cushings. $15B / 108m shares = $139 per share TODAY for cushings alone. At 9.3x in 2030, that is $344/share ON CUSHINGS ALONE

$CORT reported earnings after the close yesterday. GAAP EPS beat estimates: $1.01 vs. $0.79 expected, according to Stock Meadow.

$CORT my early take. Earnings look good cash growth looks good. The monarch topline was kind of hidden in press release. Looks like a start but appears they went too low this time vs too high on effective dose.

Added to $CORT position aftermarket (yesterday) at 86.00 per share; now have final position at 98.00 per share.

Corcept quietly stacked another ovarian win today imo $CORT BELLA Part A put median PFS at 7.2 months, response rate at 59 percent that beats the 5.4 months and 37 percent from the two drug combo in ROSELLA, and the 3.9 months on chemo alone bev naive folks did even better, 8.1 months and 66 percent. closed up about 1.5 percent to 87.13, after tagging 91.78 intraday

$CORT it will be interesting to see when Genmab full results come out. This seems like a major overaction to me. You can't compare two trials without their being head to head results. Top line results of Genmab does look better. It is hard to say which patients were sicker to begin with. It will be interesting to see how many months OS it added. But the trial designs were different and they used multiple other cancer drugs in the non-treatment arm which may have lead to the study ending earlier than Corcepts. Rosella took about 11 months from recruitment end until Primary results vs the Genmab study was approximately 6 months between recruitment completion to Primary results. This could have to do more with the timing of how many enrolled early too.

$CORT this is a pretty big pull back. Market is down as a whole though. Any news I’m missing?

$CORT interesting that back in 2012 after fda approval analysts were only targeting $7. $10K back in 2012 would be worth $900K today Much smaller market too than… $CELC Cort doubled in a year after fda approval and then tripled in 3 years