CRVO CervoMed Inc

$CRVO quote from Alam in today’s fireside chat: “We believe with everything that we have now, we are incredibly well-positioned for a strategic partner. When you are going into licensing, the clinical trial risk is one part of it and the clinical catalyst, but they want CMC, non-clinical, across the board. Everyone has a veto power. Today, here and now, I think we have everything, including on the non-clinical. We reported in June that we had repeated one of the long-term dog toxicology studies. Our safety margin is now 30-fold, which has been a question around P38 inhibitors. When you are at 30-fold, there is no question. That is our primary focus. Financing could be a complement to that, but our primary focus right now is that we think we have a phase III-ready drug in a large indication with all the boxes checked. This will be of interest to a strategic partner.“

$CRVO phase 3 is going to happen. So the two routes are 1) partnership. 2) financing. A phase three trial for this kind of indication would normally warrant a 250-400m valuation. Current valuation is 40m. If a partner is secured even on poor terms valuation would be 2-3 times minimum what it is today. On good terms 8 x or more. If they had to finance and dilute massively, say even to a crazy 80% but therefore kept all the future value of the drug within the company, then it should be worth more than 300m. In that scenario the shares are still 60 per cent undervalued. The company states clearly option 1) is where they are aiming and have all the boxes ticked for this to succeed. The downside here seems pretty small. What am I missing?

$CRVO Looks like Armistice is stopping a deal option where new shares would been issued. I hope they can clear this with management in the next 3 weeks of reply time

$CRVO Looks like a little accumulation is starting ahead of data releases next month and I suspect partnership news or minimally updates by November. Volume still way too low for shorts to exit. They’re largely in the green but bleeding profits daily with borrow fees.

$CRVO “With that, 150 patients per arm, we have greater than 90% statistical power. And we're really well positioned to make a real big impact in a large disease indication with high unmedical need. I'm not going to touch on primary progressive aphasia. Just to say that this is a major through the end of the year, a clinical catalyst. This is a rare disease. 15,000 patients were the first drug therapy with specific molecular mechanism. We will have the first clinical data here on biomarkers in October. At the and in a plenary session, oral presentation at the International Society for Frontotemporal Dementia. Followed by a second oral presentation at the Clinical Trials and Alzheimer's Disease Meeting in November. So it's been a big year. More to come. And then otherwise, the focus is on a strategic partnership to finance the phase III program in dementia with Lewy bodies, which we're obviously actively working on at the current time. Thank you” from the HC Wainwright conference today

$CRVO CervoMed Announces Initial Results From the Phase 2a Clinical Trial of Neflamapimod in Nonfluent Variant Primary Progressive Aphasia (Nfvppa) Have Been Accepted as a Late-Breaking Oral Session at Isftd 2026

$CRVO The only way to look at it now is that they have 90 days from here. 90 days to announce something spectacular 90 days to announce something that will make the now 6 year wait for some of us worth it 90 days to announce something that will be truly helpful for the community that suffers. 90 days The clock is now truly ticking.

$CRVO CervoMed here's my takeaway. • In May 2026, management stated the planned DLB Phase 3 trial was ready and targeted for 2H26, subject to financing. • In June 2026, CRVO publicly announced that securing a strategic partner for Phase 3 became the company's primary objective. • In August 2026, management reiterated that partnering remains the primary goal and stated recent financings extended runway into approximately Q3 2027. • Director Joshua Boger invested approximately $3M in June 2026 and other insiders also participated in financings and purchases.

$CRVO Entered here at 2.61 yesterday. Would like to add more before this takes off, this market cap doesn't seem like a fair valuation for what they may have in their pipeline.

$CRVO 382 Mio. market cap would be a x10 multiple, a share price of 25 USD. A long time ago this would have been my most conservative PT for Phase 3. PS A bit surprised we didnt bleed out more, but borrow fees falling down close to 50% for the first time for months now ..

$CRVO They may just drop some spectacular news tomorrow! CRVO session scheduled for 10:55 am.

$CRVO Still here, fall conference announcements are likely imminent. Institutional short positions need volume to cover. Will flip and load again for partnership news, probably Q1 2027. Just my $.02

$CRVO My thoughts on data in abstract, directionally good but not convincing. As an investment I didn't sign up for this drug in ftd I signed up for LBD - after seeing this biomarker data it's harder to dismiss but still lets be clear. GFAP is meaningless here. Patient have the same gfap going into the study as healthy controls. So what does this even mean. NFL is better, this could be noise or the beginnings of lowering of NFL keeps rising and the disease progresses. NFL is noisy and there are 8 patients so take it with a grain. I lost two immediate family members to this disease, so it's very personal.

$CRVO look at the 1yr, 6m, 3m charts… y’all are smoking something. Much (much) better places to invest your capital imo.

$CRVO Anyone have any insights on the status of RESTORE, and why the company hasn’t said much about it recently? Enrollment completion was announced July 9th with top line results expected H2 2026, but it’s been radio silence amongst other announcements. Every recent release prioritizes DLB results and partnership, nfvPPA, and EXPERTS-ALS. I figure maybe it’s because RESTORE will take longer, as is typical for this type of study, or maybe it’s getting slow walked because of cash constraints, or since stroke recovery is scientifically more speculative for this drug, maybe they want to keep expectations low so as not to spook investors (again) if it comes back negative?

$CRVO another red week and new lows to look forward to… so many trapped in this poorly managed piece of rat 💩 company. No more pumpers here, just people stuck in a terrible investment.

$CRVO I don’t know who’s worse: shallow chearleaders or unreasonable doomsayers. It’s pretty close.

$CRVO shit company idiots real joke big huge shit with the worst retarded corrupt incompetent idiots in the board!!! Shame on them and on their whole family!!!! Shit!!!💩💩💩💩💩