KYTX Kyverna Therapeutics Inc.

$KYTX "We're seeing for the first time ever in a disease that naturally just progresses over time, we're seeing for the first time ever stabilization of EDSS in all of the patients that we've treated. In a majority of the patients, we're seeing a significant improvement in EDSS, which is, again, something that's never been seen before. This has generated a lot of excitement with us." $TGTX azer-cel data are encouraging: 5/18 patients improved on EDSS, though one later left the study. But miv-cel is a beast: EDSS improved in all 8 reported patients (6 from Stanford, 2 from UCLS)

$KYTX bought up again here. Will probably hold my position for the next few years hoping catalysts bring this bad boy up 5x-10x. Been out the bio space a few years now since the good ol $VKTX days. $6.04 average holding price 📈

$KYTX When you look at TGTX's full cohort of 26 treated patients, the fact that 8 of them haven't even hit the 90-day mark yet highlights a heavy front-loading of the trial data. With a short median follow-up of only 4.9 months, the durability of an allogeneic (off-the-shelf) cell therapy is still the elephant in the room. Historically, donor cells don't persist as long in the host body as autologous cells do. Kyverna’s cohort is small (only 5 evaluable patients), but its tracking extends out past two years for its earliest patient, offering hard evidence of long-term individual durability Kyverna 4 of these patients (100%) demonstrated sustained clinical benefit through one year, also remaining completely off chronic immunotherapies First Patient Treated achieved sustained clinical benefit beyond two years. Crucially, they have maintained their disability stabilization/improvement completely free of chronic MS disease-modifying therap

$KYTX Fundamentals are very strong. It's just about being patient during this crazy biotech sell-off.

$KYTX Kyverna's RMAT designations (across SPS, generalized myasthenia gravis, and progressive multiple sclerosis) were heavily supported by the fact that they observed zero high-grade (Grade 3 or higher) CRS or ICANS across their neurological cohorts. While they had standard Grade 3 hematologic AEs, the absence of high-grade CAR T-specific toxicities signaled a highly favorable safety profile to the FDA.

$KYTX The setback for the stock is a structural disconnect between its clinical medical success and its market valuation. KYTX has repeatedly suffered massive stock drops immediately following what should be highly positive pipeline updates for its lead CAR-T cell therapy, miv-cel (KYV-101): • September 2026 Trial Reversal: KYTX reported strong, durable one-year trial data for miv-cel treating Stiff-Person Syndrome (SPS) and Myasthenia Gravis. Instead of rallying, the stock immediately reversed all its gains. • Spring 2026: after announcing great primary results for its Phase 2 KYSA-8 trial, the stock experienced a 14% crash. • July, the stock sank another 14% in a single session after JPMorgan trimmed its price target down to $29. Investors and institutional analysts are heavily penalizing the stock due to structural financial concerns rather than the science itself: burning through capital rapidly ~ $153 Mil/YR to fund its multi-indication clinical trials. I hope mgmt is taking notice!

$KYTX Based on the biological data, Kyverna maintains a higher probability of executing a complete, deep neuro-immune reset everywhere, including the brain. Tgtx azer-cel, achieved a 52.3% median reduction in CSF B-cell events checked very early at the Day 10 milestone, with tracking continuing through Day 42(19% of the azer-cel cohort required a second dose by Month 4) Kyverna’s autologous miv-cel platform hits its peak peripheral expansion and cerebrospinal fluid penetration at Day 14, driving complete peripheral B-cell depletion and a favorable reduction in pathological CSF biomarkers that remained sustained through the 1-year mark.(single dose) and remained off chronic immunotherapies and standard multiple sclerosis medications

$KYTX Orin Hirchman of AIGH capital now owns 5.9 percent of kytx stock reported today increase of about 30 percent from last filing 3,650,000 shares total

$KYTX A recent example of a trade this day poster executed after doing his “due diligence” (didn’t know that there are CAR-T therapies for cancer):

$KYTX needs to announce some very bad news so that we can get a 20% rebound!! I can't afford to take anymore good news from the company.

$KYTX Mr Market is tossing the whole sector out the window (has been since August). Maybe it's nervousness about the midterms??

$KYTX How about just a little credit to this solid drug. Damn...The company is just trying to establish a beachhead first. Their platform will eventually reach across multiple autoimmune diseases. Just keep that in mind once the FDA accepts the BLA and we move on towards a commercial product in 2027 the story will be very different. JMO While the data was highly positive, the sample sizes for the newer readouts are exceptionally small, which keeps institutional investors cautious: • Progressive MS (CNS penetration): In the Phase 1 trial out of Stanford, only 6 patients were enrolled, and efficacy data was available for just 5 patients. Even though all 5 showed stable or improved disability scores, it is still a tiny proof-of-concept pool. • Myasthenia Gravis (gMG): Kyverna's long-term data pool was also limited to just 5 patients who had reached the full one-year follow-up mark. • (SPS): The registrational KYSA-8 trial is larger, it still consists of only 26 patients.

$KYTX I hope tomorrow data Will be also good with the multiple scleorosis. And there Will be a rally to 30 dollars. Kyvernians we deserve it

$KYTX I see tons of bears came here to fill the bear trap. RSI is extremely oversold with a 25% short interest. There were no real sellers just shorts. The 80% of the float is owned by insiders and institutions. Insiders and tutes are not selling.

$KYTX Okay, I'm in. Was watching this long, but now the cup and handle pattern is ready to go up. Positive BLA news soon.

$KYTX So Gilead paid 8B for a failed drug. How much will they pay for a tested, working one?

$KYTX 10th post announcing his departure and entries. Think this dude’s true calling is working the speaker at an airport

$KYTX I'm cutting on the entire market. Feels like the classic 1-day bear-market rally. I'd be surprised if it doesn't hit downward pressure before the end of today.

$KYTX and 3. I. Miv-cel has been dosed in over 100 patients across multiple trials with zero cases of high-grade Cytokine Release Syndrome (CRS), neurotoxicity (ICANS), or severe secondary immune complications (IEC-HS). This remarkably clean safety profile insulates it from the typical toxicities that stall other CAR-T programs. 4. Severe Unmet Need: There are currently zero FDA-approved therapies specifically indicated for SPS. Historically, the FDA exercises maximum regulatory flexibility—and maintains a much higher approval rate—for diseases with no commercial alternatives.

H.C. Wainwright reiterated $KYTX Buy-$25 and said -- Full year KYSA-8 data strengthens rolling SPS BLA with additional functional and quality-of-life evidence. $CABA $RNAC ARGX BMY AUTL NVS CRSP ALLO CRBU H.C. Wainwright added—September's topline carried the walking-speed, responder, walking-aid, and immunotherapy results; today's release adds the secondary-endpoint numbers and the exploratory findings. Completion of the rolling Biologics License Application (BLA), targeted by management for 4Q26, remains the next regulatory catalyst ahead of a potential 2027 launch. Miv-cel could become the first approved therapy for SPS and the first approved CAR-T therapy for autoimmune disease.