FTH Faeth Therapeutics Inc.

$FTH • ORR is well below the 80% from Phase 1b. Some drop was expected, but the market priced in more than this. • Single-arm trial: you can't separate the drug's effect from weekly paclitaxel, which produces responses on its own. • PFS is immature. 16 patients are still on treatment, so the median could move either way. • The 44% PIK3CA-mutant subgroup is probably small, and its size isn't given. Treat it as a hypothesis. • "Phase 3, subject to regulatory alignment" suggests no accelerated-approval filing from this data. A randomized Phase 3 against chemo is expensive. With about $175M in cash, expect a partnership or a stock offering.

$FTH From just a little research looks like the the drug itself had negative impact on clinical trials which caused a massive sell off. Investors pulled out, but the company still has high hopes for a positive return.

$FTH Ran some modeling after today's selloff. The valuation looks disconnected from the data. At ~$10.50: • Market cap ~$271M vs $174.8M cash (9/30), so EV is only ~$96M • Cash alone is ~$6.76/share • ~24% below the $13.85 Feb PIPE (RA Capital, Vivo, Fairmount) • Street PTs $40–$69; Baird, Citizens and TD Cowen reiterated today Phase 2: 33% confirmed ORR, 7.4-mo preliminary mPFS, roughly 2x paclitaxel benchmarks (cross-trial), low hyperglycemia and stomatitis. Fast Track. Breast data in 2027. The market priced this against an 80% Ph1b ORR that was 4 of 5 patients. Risks are real (single-arm, immature PFS, Merck's sac-TMT, possible dilution), but ~$96M EV for an oral multi-node PAM asset looks cheap to me. Long 7,500 shares

$FTH We good !!! While the trial technically outperformed chemotherapy alone, the response rate fell on the lower end of prior guidance. Investors reacted negatively because the results failed to exceed the efficacy bars set by competing experimental therapies in the same oncology space

$FTH, a cancer-drug biotech. Last year, small early trial - tumors shrank in 80% of patients. Faeth raised $92M on that. Yesterday, bigger trial: tumors shrank in 33% (ops). Press release: "Positive." Stock: −42%. Technically, everyone told the truth. But the market seems to has its own trial.

$FTH The analysts consider the decline in Faeth to be completely disproportionate and are maintaining their price targets of around $60. I have never seen analysts defend a company like this before—usually, they tend to be critical. That says it all... I’ve loaded up on shares while they were under $12.

$FTH Faeth Therapeutics stock rating reiterated at Buy $60 by H.C. Wainwright Analyst Ratings Published Nov 10, 2026, 07:20 AM

$FTH all a/o y'day BTIG: Buy-$55 ~views the dip as a buying opp. [CELC RLAY NVS RHHBY AZN] H.C. Wainwright: Buy-$60 ~would use weakness to build positions—calls selloff overdone. Lucid Capital: Buy-$59 ~views selloff as disproportionate—while the headline ORR was broadly in the range of emerging ADC's rather than clearly superior, the broader dataset is more encouraging, with 16 pts remaining on Tx. TD Cowen: Buy: PIKTOR achieved a 33% ORR and 7.4-month mPFS, clearly exceeding the chemo bar (~15% ORR; 3-4 months). While ORR missed investors' 40% bar, it could improve, and mPFS offsets as it is competitive with sac-TMT. We believe the orthogonal MoA supports Phase III development and an attractive 2L+ EC role. The low hyperglycemia (12%) and stomatitis (21%) rates derisk the larger BC opportunity.

$FTH Despite the steep sell-off, major Wall Street analysts remain heavily bullish and view the drop as an aggressive market overreaction

$FTH Closed my position. Made 12%. Recovery came much quicker them expected. IMO current prices are cheap to relative vakuation. I will likely reenter if it dips to $11 again.

$FTH That's not what the data shows. The drug didn't have a negative impact. Phase 2: 33% confirmed ORR and 7.4-mo preliminary PFS, vs roughly 17% / 3.8 mo for paclitaxel alone (cross-trial). Only 5% of patients stopped for treatment-related side effects, and Faeth is moving to Phase 3. The selloff was about expectations. The market anchored on an 80% Ph1b ORR that came from just 4 of 5 patients, plus competition and Phase 3 funding worries. Disappointing vs. hype isn't the same as a failed drug. Read the 8-K.

$FTH confirms positive preliminary Phase 2 topline results for its PIK-201 trial in advanced endometrial cancer.

$FTH reported earnings this morning before the open and missed EPS estimates with a larger loss: -$0.79 GAAP EPS vs -$0.715 expected, according to Stock Meadow.

🚀 $FTH (Faeth Ther.) – Breakout Momentum Fundamentals: 5.5/10 | AI Score: 8.5/10 Trend: Strong Bullish Breakout 🔥 Setup: LONG (1–5 Days) Entry: $17.50 – $18.30 Target: $20.50 (TP1) | $21.00 (TP2) Stop-Loss: $16.20 Risk: High (High Beta / Data Catalyst)

$FTH launched a preclinical poster on PIKTOR at ESMO 2026, showcasing data in HR+/HER2- breast cancer models.