MGTX MeiraGTx Holdings plc

$MGTX might be one of the longest stretches we’ve had of no new clinical updates. Aside from 3yr update on P1 Xero data , really nothing else this year. Been busy with financing , but no major commercial updates. I would say we are overdue for some news.

$MGTX Curious as to who among us has been buying more Meira shares over the past 60 days given their decline? My hand is raised on that one.... I thought I was done and my position was closed but their current price is once again insanely low and it's too hard to let this opportunity go.

$MGTX Hologen also posted this on LinkedIn as well this morning. Needless to say this is a great sign, weak or cash strapped companies simply aren't partnering with NVIDIA....

$MGTX odd timing for an updated presentation. Are we getting news soon ? “Near term” BLA and MAA filings for AIPL1 This is the Lily program. Sounds like will be filed any day now. We get cash for that. Still says 2026 BLA and MAA for RPGR

$MGTX The timing woud be great for some insider purchases from Zandy, her SLT, Perceptive, and members of the board. To my knowledge there's been minimal activity on that front over the past few years and showing deep conviction now in light of the recent decline would be a great (and needed) signal.

$MGTX So the new deck has 10 or so additional pages, on bota-vec. A lot of new emphasis throwing shade at Beacon--which, as far as I can find, is not offering up much data beyond it's primary endpoint, leaving us in the dark (pun intended) on other domains of vision.

$MGTX we have a BIG problem here. Shares short has skyrocketed to 6.4mm shares . That’s a 79% increase since mid August. Shares are only down ~40%. That means longs are staying put and shorts are pressing. I’ve shown concern for shorts in the past , but now I’m really worried for them. Any positive news can trigger a short squeeze and shares would pump 50% higher. Oh boy , I hope for the sake of those shorts we don’t get any good news anytime soon!!!

$MGTX For someone who has been a big believer, I’d want to be challenged on what can go wrong. In my simplistic view it's really a matter of time. Xerostomia next year is going to be the decisive catalyst. They're going to have a filing, hopefully this year. But I wonder whether I'm being too optimistic and whether there's some real doubt (or there should be some real doubt) as to whether they're going to achieve what they say that they will. I truly believe that their gene regulation technology is transformative and revolutionary but their stock just seems to keep getting hammered. Right now the analysts have MGTX as kind of a binary valuation: either their filings will work or they won't. They don't really put much value in their manufacturing facilities. They don't put much value in the gene regulation technology. Any thoughts on whether there is a definitive bear case for MGTX? By definitive I mean that the stock would get hammered and stay down.

$MGTX The only difference I see so far is that the new deck no longer mentions cGMP plasmid production

$MGTX I wonder how much is due to the fact that rates are high and we are a clinical stage biotech versus the beacon news. I hope our XLRP filing happens this year. 

$MGTX does anyone here have a hot take on what's going on with Parkinson's/Hologen partnership? Where's the initiation of the phase 3 trial???

$MGTX AI summary on Beacon’s event today. Net, more likely a mild negative than a positive, but the bar for a real shock is high since the market already knows the topline was good. Why it would hurt: Beacon already beat its pivotal endpoint on Sep 21 while bota-vec missed its Phase 3 primary. Strong full data today cements Beacon as the category winner and makes bota-vec look like a distant second, which is exactly the overhang behind the 24% monthly slide. Why it could help: if the dataset shows warts — weak durability, a safety signal, soft subgroups — the overhang lifts and MGTX gets a relief bounce. And even strong data validates a real commercial market for XLRP gene therapy, which helps bota-vec's long-run case if it ever gets approved. Honest read: the September topline already did most of the damage, so today's move should be muted unless the data surprises either way. Watch durability and safety — those are the two things that could actually move your stock.