SANA Sana Biotechnology Inc

$SANA $ELDN Welp, we finally have a Type 1 Diabetic in the senate. I don’t care if he’s a little weird, I don’t care if he’s technically a LADA T1D, and I’m generally not political. All I care about is there’s a dude who gets it in Senate

$SANA Kinda feels like when we were waiting for up421 to get in human around here. Same time of year, same trollish posts, and similar stock price action. We getting news about the IND being filed and will it be a catalyst?

$SANA $ELDN $XBI Confirmation of an upper channel break occurred today. Bullish sign for biotech 🤞. If you're in biotech, and by the rare chance you didn't know, you best be paying attention to XBI.

$SANA Delivery route is an underrated variable in the T1D cell therapy race. $IPSC CNTY-813 goes intraportal. That’s the 25-year standard from cadaveric islet transplant, and it works — but it requires interventional radiology or transplant surgery at centers that do islet transplants. There aren’t many of those. Sana’s CEO has cited ~5% hospitalization from clotting or bleeding with the intraportal route as one reason they avoided it. $SANA SC451 goes intramuscular. Harr’s precedent: parathyroid autotransplant into forearm muscle, ~14,000 times a year in the US, works every time. That’s a procedure a general endocrinology clinic can do. Neither matters much for Phase 1 — a handful of expert sites is enough either way. It matters for commercial uptake. $IOVA is the cautionary tale: the data wasn’t the problem, authorized treatment center capacity was. Building centers isn’t a money problem, it’s a time problem. Not investment advice. I’m long $SANA.

$SANA so, the $SANA team obviously forecasts it will complete tech transfer and glp tox studies by November 30. Otherwise, I imagine it would have pushed the timeline back. But maybe not? The next communication should be around Monday- Wednesday December 1-3 at the CITI Conference in Miami.

$SANA i added 5,000 shares at 2.32 today. My initial plan was to wait until after Wednesday’s Fed meeting but I just could not hold back any longer. I don’t think rates will be raised this week. Instead, I think they will be raised December 6. I might return and buy more in December if stock price is still in the toilet. We might (or might not) get a little clarity on SC451 timing when earnings PR released on November 11th-ish. We have been waiting for Godot (as Steve likes to say) for years and years now. He is finally almost here. We should get trial clearance in less than 60 days. Good luck.

$SANA Per today's release: "Sana expects to file an investigational new drug application (IND) and begin a Phase 1/2 clinical trial for SC451 as early as this year." We only have 8 weeks left in this year, and I think it's safe to assume from the wording the IND has not been filed yet. If it was filed today that means the earliest the trial could begin is dec 5th. Then next step would be recruiting for the trial. Trial requirements are pretty much locked in, but it takes a good month if not longer to recruit and make sure the recruited individuals meet the trial requirements through lab work and doctors records. That pushes first in human to at least Jan 5 but that is based on an ind submission of today, which is highly unlikely. After transplantation it then takes 3-6 months (traditionally, statistically, speaking) to become insulin independent from an islet transplant. = 4/5/27 - 7/5/27 for Goldy Zone confirmation to if it works. Maybe a lil earlier, maybe a lil later.

$SANA i added 12,500 shares this morning, bringing my holdings to 323,214 shares. My average cost is $4.17. Good luck.

$SANA lmao, cure for what ? These people don't have anything but a bunch of empty promises so they can keep taking your money

$SANA investors are increasingly concerned about how the company finances its next stage of development.

$SANA zero chance of commercial success for type 1 diabetics. They can’t manufacture islet cells and can’t harvest enough donors. Great idea until reality sets in.

$SANA Dr.Harr, how do you intend to finance the next stages of SC451 without imposing another round of painful dilution on shareholders?

$SANA down 93% from inception. Pretty strange for a company that HaS tHE CUre FoR DiABEeTuS

$SANA the science remains encouraging; the problem is that the potential clinical breakthroughs and the company's need for additional financing are approaching at roughly the same time.

$SANA The November deck still says the goal is to file the IND and begin the Phase 1/2 trial this year — slides 3, 13 and 28. That guidance wasn't walked back, and the company reaffirmed it in the 11/5 release. So the items still listed on slide 15 aren't "far off" — they're what's left on the critical path to that timeline. That's why they're the ones still on the list. Slide 14 backs this up: GMP master and working cell banks completed, nonclinical testing nearing completion, sites selected with activation underway, target population defined. Slide 15 is a punch list, not a status reset. One more thing — GLP tox material and clinical trial material come from the same process. You can't run tox without material. "Tox ongoing" and "material already made" aren't contradictory. They know their own tox readout date. We don't.

$SANA they do it the same time of year approaching tax season and holidays to push people to sell cheap and get rid of the investors while keeping their money. It is part Wallstreet after all.

$SANA it's called capitalism and fake it until you make it. Today though, I think some shorts could not push it down enough. They got too greedy.

$SANA The China trial delay looks like a regulatory timing issue to me, not a technical or safety one. Per the company, local approval took longer than expected — first data moved to 1H 2027, but the program itself hasn’t changed. I think the move from $4 to $2.37 overshoots that. I see this as a buying opportunity and I’m adding 12,000 shares today. (Just my own view, not investment advice.)

$SANA to allow SANA to fund their salaries with your money, and because it may be too late to avoid the fleecing.