FBIO Fortress Biotech Inc

$FBIO There is a meaningful new development: Fortress filed an 8-K on October 1 disclosing that it repaid the remaining $15.0 million of its Oaktree senior secured credit facility in full on September 30. Fortress also paid about $435,000 of accrued interest plus a $150,000 prepayment fee, and all liens and security interests tied to the facility were released. The credit agreement is now terminated.

$FBIO $FBIOP My Answer - Part 4 And if the bulk of your value is held in common stock—which, it is argued, is significantly depressed—what is the simplest and most credible way to increase that value? You reinstate the dividend on the FBIOP shares. You do not follow the approach suggested by (as a scenario he envisions)—namely, attempting to create a mandate that does not currently exist under the existing FBIOP framework. This would involve a vote to authorize the dilution of FBIO shareholders by buying out FBIOP holders—in exchange for shares—at a value that, this month, would (hypothetically) amount to $104.42 million. Such dilution would actually reduce the value held by insiders—both in dollar terms and in terms of power (due to a lower percentage of ownership). This contradicts ’s suggestion that such a move would make it easier for the Fortress board to take FBIO private by removing FBIOP from the equation with more mandate/ownership. https://stocktwits.com/FinSUN/message/666415910

$FBIO $FBIOP Another all-important aspect—one I have written about previously, though I haven’t mentioned it here over the last few days—is this: What should Fortress do if they care about current and potential future institutional ownership in FBIO and/or FBOP? You pay out the accumulated dividends when the opportunity arises.

$FBIO $FBIOP I think anyone interested in this stock should visit the website of Lemmatx—Fortress’s latest subsidiary—and watch the video demonstrating the FB-606 mechanism. Above all, check out the investor presentation from July regarding a planned $12 million funding round; the plan is for Fortress to contribute only $1 million initially, meaning FB-606 will not become a wholly owned asset—something the CEO had previously indicated was a possible future goal for new assets. At first glance, this presents an interesting new risk/reward scenario requiring very little upfront investment, which should reassure FBIOP investors—even though personnel costs rose in Q2 (a trend I initially attributed directly to the Lemmatx initiative, though I am less convinced of that now). Since the pre-IND meeting with the FDA is scheduled for Q3 2026, we can hopefully read more about this in Q3.

$FBIO the silence of management is very disappointing. Their disregard for shareholders is palpable.

$FBIO I fear that the newly responding zellchair is Not the former, respected one. The former respected one would not have written such offending, sarkastisch and arrogant posts. He delivered highly profound Information to fbio. Sorry, just my impression.

$FBIO looks like its stuck in a deathcross, stop loss triggers at 2 then possible floor at $1.85-1.95. However, predictive models say $2.97 by end of 2026. We will see. Good thing is insiders hold 49.61% of total oustanding shares and CEO owns 7.05million shares so high insider concentration is good. Avg. down or buy in soon.

$FBIO That's precisely why you keep obsessing over the business while missing the capital structure and the incentives behind it. 😂 You're assuming today's terms will remain unchanged. A negotiated preferred-for-common exchange could become attractive, especially ahead of a buyout or take-private. It could eliminate dividend obligations and simplify ownership. Dilution doesn't necessarily mean insiders lose economically. It depends on who controls the deal. I'm not saying it's inevitable, but dismissing it ignores how restructuring works. Meanwhile, we're still below $2.X despite the PRV. Remember when I called $1.86 a technical entry while you waited for lower prices? 😉 You're so busy defending your thesis that you're missing both the structural risks and the trading opportunities. But please, keep explaining how this works.

$FBIO $FBIOP it's official. Zellchair is a complete basket case. I completely agree that the first milestone is tied to BLA (not ex-USA approval). But i chose to interact with like a gentleman instead of a condescending prick, out comes the psychological projection: "finger wagging" Pathetic.

$FBIO I thought “support” was 2.18. Been here 2 days now. Is there going to ne any type of recovery?? Anything here. Like fuck already

$FBIO This shit became so disappointing. Fuck that selfish 70 y.o manipulating the stock.

$FBIO here is the type of bullshit you read regarding FBIO. Been years and years of being a strong buy

$FBIO / Know what you own , watch who the manipulators are and play accordingly, extreme value here, own the shares !

$FBIO wow another $2K lost. I’m losing $1500 on average here daily. Average is 2.87 and can’t even get back there at all. No news. Just silence here. No one knows shit. I’m sure the price target will go up though somehow. Bunch of bullshit here.

$FBIO This POS is acting like $BCRX, not Mike Weiss' $TGTX. Come on Mike, you're a freaking officer of this train wreck of a company

$FBIO /they don't need your money and they will take your shares in a heartbeat to suckers that will give them up

$FBIO Ckecking in and I must say “What an awful mess of a share price here as it keeps trending lower”…Looking at how management has dealt with companies like MBIO whose price fades into oblivion…Just looking at these share price histories of $FBIO and $MBIO I have no desire to invest in FBIO, it has even caused me to pause my bullishness in $DERM. I actually held this stock in past years and made some money as I bought and sold it, but over-the last year plus, no interest whatsoever as the share price reflects a downtrend in value…It is not that I have stopped believing in the potential future value of DERM, FBIO, MBIO, etc., but the current market price trend of the common shares reflects another reality altogether…Believe it or not still hold a tiny position in MBIO that I acquired earlier this year…Wonder if we will ever get an update???

$FBIO Pure crap Mike. Why are you sullying the rep you've established with $TGTX being an engineer in this train wreck?

$FBIO This shit got all catalysts and crashed afterwards and continued crashing. Fuck the 70y.o ceo. 🤮

$FBIO $FBIOP Like you, I have made a lot of money on FBIO / FBIOP over the last 12 to 18-mos. (though probably not as much since my timing [whether by luck or wisdom] has been spotty more recently). Much of this I attribute to your posts and deep analysis during the +/- June '25 timeframe. So thank you for that! My question here is: On the one hand, you've mentioned some caution regarding management and thier motivations; OTH, FBIO now sits with a significant cash hoard (relative to the company's size), a market cap at roughly 1/2 of cash, exclusive of the DERM franchise share value, and the share price is just slightly above a double bottom from April / May. Where are you at in your thinking now?, and do you still hold a meaningful position in one or the other? TIA--