MLTX MoonLake Immunotherapeutics

$MLTX So Lutikizumab is no longer much of a threat, and SLK's closest counterpart is demonstrating strong commercial success. Good news all around, I still believe that this company is undervalued for the HS market alone, let alone PsA, PPP, and axSpA.

$MLTX AbbVie’s data today is a perfect example of the advantage Big Pharma has over smaller biotech companies. AbbVie achieved statistical significance with an 8-point difference versus placebo in a trial enrolling roughly 1,400 patients. Meanwhile, MoonLake’s VELA-2 trial narrowly missed statistical significance causing a 80% decrease in stock price, despite showing a larger 9.2-point difference in a much smaller study. This is where Big Pharma’s deep pockets come into play. They can afford to run massive trials that provide greater statistical power, even when the actual treatment difference is relatively modest. Long Moonlake!

$MLTX now that AbbVie is out of the way as a potential best-in-class competitor, every BP is going to be salivating over this opportunity

$MLTX So, we recently got the Merck readout, and MoonLake’s sonelokimab is more competitive in comparison. Today’s AbbVie data appear less encouraging, potentially reducing the threat from Avalo as a future competitor as well. Overall, MoonLake is positioning itself as a best in class contender, with a real opportunity to challenge UCB in a 15 B 🤑market for HS. Let’s go! 💪🏻🚀

$MLTX AbbVie’s news is positive not just from a competitive standpoint, but also because they are now a potential acquirer.

$MLTX $ABBV $AVTX Moonlakes Sonelokimab Best in Class for HS: 67.2% of patients treated with SLK achieved HiSCR75

$MLTX Nice surprise today. Long way to go but this is a good start. Still very undervalued imo when you look at the science, cash and where they are in the BLA process. As long as we keep getting good news science wise, we'll be in a very good position.

Lutikizumab... there were signs. The 100mg arm failed to beat placebo in the phase 2. The 300 mg every week arm had a tough time separating from placebo as well. The every other week 300mg arm looked good, but combined with the less than stellar performance across the other 2 arms really made you wonder if the signal there was real... turns out IL 1α/1β was not the solution to HS we were looking for... IL-17a/f still looking like the best MoA for now, and I'm partial to the nanobody format. $MLTX, $AVTX, $ABBV

$MLTX just yesterday i posted my thesis and today i get this! today i'm opening a good one!

$MLTX interesting chart today. Quite a sharp v recovery . It will be interesting to know whos selling and whose buying institution wise.

$MLTX hello everyone. My thesis is ready. I apologise in advance for eventual grammatical mistakes (English is not my main language) and I must admit I sped up things a little bit.. now I'll see how to post it on a link so you can download it

$MLTX RBC reiterated their $17 hold price today. This little note just showed up on Fidelity. Interesting that management only gives a 20% chance of priority review due to FDA resource restraints.

$MLTX With 3 million shares traded already, volume is 2 to 3 times higher than normal. Any reason why? 🤔

$MLTX seems the bleeding didn’t stop.. I hoped candle oct 8th will show it, but I was wrong. My research tells me Mltx is 2 years ahead Orka, Zura and Tukisokibart, and Mltx has a derisked assets for HS. Hard to tell when to jump back in this draught period preceding FDA decision late November. Cheap can get cheaper on WS in bio, there is no special rule in this sector about low RSI or cash in the bank. I doubt heavily rumors posted here about institutions colluding to get price lower so board would sell - nonsense. institutions can influence the board to accept a BO offer directly, they don’t need to shoot themselves in the leg due to an overambitious CEO. I believe we are seeing smaller institutions exiting, rebalancing, tax harvesting etc. But our no1 holder stil holds strong. We are at the algo mercy till late November. I could be wrong and a BO may appear out of nowhere but there is very small chance till then. gl everyone!

$MLTX Started the day with the market lacking clarity on the drugs position, ended the day as clear cut leader. Price will take care of itself!

$MLTX AbbVie released Phase 3 INTREPID data for its own HS drug, showing a placebo response rate of 23.4%. AbbVie’s findings proved that a ~23–25% placebo response is an inherent feature of HS trials, not an isolated flaw in MoonLake’s study. MoonLake’s drug (sonelokimab) demonstrated stronger overall response rates (~35% vs. AbbVie’s 31.4%) and a wider therapeutic gap over placebo.

$MLTX now the pressure is on big pharma… come begging with your best offer for the best in class mltx this migjt catch some serious momentum in the next month + prior to fda 60 day decision

$MLTX I keep coming back to the same thing. The bearish case seems to be almost completely focused on HS approval risk, but that’s not the whole MoonLake story. You still have a company with extremely high institutional and insider ownership, including some very experienced biotech investors. They know the VELA-2 risk just like everyone else does. And there are still other shots on goal with IZAR-2, P-OLARIS, PPP and the broader sonelokimab pipeline. So even if someone wants to be cautious on HS approval, I don’t think it makes sense to look at MoonLake like the entire value of the company comes down to one FDA decision. That’s where I think the current valuation gets interesting.

$MLTX another week down every monday now for next 6 months has hogh probability of axquisitions recent barron article w goldman rep noted 600 billion dollars of global capacity for acquisitions die to patent cliff previously i understood moght be closer to 300 billion for next couple quarters either way.. very healthy and now us trying to restrict chinese biopharma, a hit to the big guys relying on some of this

$MLTX AbbVie's failure was MLTX's gain.... maybe Jorge and Matthias will entertain AbbVie as a suitor.