MREO Mereo Biopharma

$MREO $RARE Q3 call nuggets on setrusumab in OI: "R&D spend includes filings and things to support filings for approval" (interesting wording 🤔) Clinically meaningful reduction in fractures for both ORBIT and COSMIC studies in patients with greater than 3 fractures There is great demand from patients to stay on drug Biomarker data on BMD is profound and large, supportive data for pain and physical function, Combined with reduction in high fracture population, "there is a valuable product we are pursuing" Have to resolve how much data is required and the best way to move it forward If they run a confirmatory study (theoretical analyst question), would choose higher PoS population (ie. younger patients that respond more consistently and had higher frequency to begin with, but think the drug works in all patients) Appreciate the FDA working with them through this, don't have an answer yet

$MREO will keep moving sideways Good news needed to break the resistance at 0.45 Hopefully we get one before end of the year

$MREO New corp presentation in advance of Rare's qrt. earnings next week. Setru is front and center.......suggests a very strong confidence on a path forward. just need the details.

$MREO Rubrics valuation for Setrusumab only in 2022. IMHO nothing has changed. I think Alvelestat alone is worth more than 4 $

$MREO short interest down another 500k with only 2,6M shares shorted and this loses 15% less than 2 session ahead of data read tomorrow and getting closer to option exercise and news from FDA 🤯🤯🤯

$MREO $RARE earnings tomorrow leaves possibility that there may be some mention of sentru. who knows? One thing we do know is that the complete lack of confidence in Denise has killed any opportunity for even minimal speculation in the stock. Same scenario as CEO Frank Bedu-Addo who almost put PDS out of business before rescued by PSS. BOD refused to act on Frank until faced with end of life for the company and reality was finally accepted that no one will support stock moving ahead with Frank in charge.

$MREO Nothing new, but timelines confirmed and positive wording for both Assets (progress, set the Stage for transformational 2027). News for Both Assets until YE incoming

$MREO The good message from yesterdays call from Ultragenyx: The risk of a development stop of Setrusumab is close to zero. I think it is a 50/50 if they can get an approval or need another focused p3 with high fracture rate patients. Or a combination of both (conformational trial). I have no doubt Ultragenyx will bring Setrusumab to the market. They have put filing investment into their budget 2027, and if there is a need for a phase 3 they can manage it without hurting their profitability goal in 2027. Some more patience needed to get final alignment with the agencies, but the signs are clear. This is a huge chance for everybody invested and with required resilience.

$MREO if after one year this is still trading at 30c without even considering two new partnerships - I don't undestand how BOD and Rubric still supporting the CEO

$MREO Rubric has certainly voiced their concerns. Reality remains, based on many precedents, that once street is down on a CEO nothing changes for the better until they are removed. Denise needs to go today…. enough of this nonsense.

$MREO So I'd like to know where, you got the notion Said I'd like to know where, you got the notion (To rock the boat), don't rock the boat baby , don't tip the boat over (Rock the boat), don't rock the boat baby (Rock the boat)

$MREO It’s all orchestrated. They know exactly how to shake the shares out of all the suckers. Accumulate everything before the Sentynl news drops. Remember my words, ladies. 😉

$MREO I’m glad I sold all my Mereo BioPharma shares last week 🙂 Something just didn’t feel right in the end. But I still believe in the stock’s potential.

$MREO Need another fireside chat with Denise, maybe even a moonlit dinner, or a long walk on the beach.

$MREO hoping someday these dips will look like a gift, managed to get my average down to .30 yesterday

$MREO the cope here is sensational. All those tutes shaking out retail yet no filings on them scooping up cheapies. Stock is at catastrophic all time lows and not one insider has purchased one share

$MREO Probably one of the worst bio pharma companies i have ever invested in. The CEO is an absolute joke

$MREO Two weeks left until Ultragenyx Q3 conference call, most probably with an update on FDA interactions and strategic priority of Setrusumab. In addition, 12 month follow up data could be shared. Mereo Q3 conference call the week after, hopefully with update on FDA interaction on Alvelestat endpoints and short term opt-in by Sentynl. Lot‘s of catalyst on the horizon, I take the chance and keep loading.

$MREO there are no sellers here. Got an order for 100k shares at $.297 and barely getting any filled.

$MREO got another snag…cause i know something ⬇️ Institutions push stocks like this down at month-end to shake out retail holders. They know everyday investors need cash to pay bills, forcing them to liquidate. By driving the price down, they trigger panic selling and buy up cheap shares right before fresh paychecks hit at the start of the new month. Classic shakeout.