WVE Wave Life Sciences Ltd

$WVE Excellent chat today, CEO was very confident of Wave leading candidates 🚀 He removed ambiguity around patient response consistency on 006 and reframed 007 into a large-market commercial asset🙌🏼 The ER's call next week, followed by 006 readout mid Nov! Let's gooo💎

$WVE I saw this update 2 days ago on their LinkedIn page🙌🏼 Bringing on Gemma Mandell as VP, Head of Regulatory directly reinforces Wave’s shift from an early discovery biotech into a commercial registrational company🔥 Let's gooo🚀🚀🚀 Why now? Gemma spent 6.5 years at Blueprint Medicines as VP of Global Regulatory Sciences: - At Blueprint, regulatory leadership navigated and executed the FDA and EMA approvals for AYVAKIT® - Her operational background is built on accelerated approval pathways and negotiate protocol with FDA

$WVE next few weeks should be very interesting. Q3 earnings call scheduled today for Tuesday Oct 27

$WVE Trading near net cash (~$2.20) means Wall St is assigning $0 value to the entire RNA platform. Pure nonsense given $19 offering & RA Cap buying at $6. Key catalysts ahead: 🔹 WVE-006 (AATD): Patient MAD proof-of-concept data 🔹 WVE-007 (Obesity): Ph 1/2 clinical readout 🔹 WVE-N531 (DMD): Exon skipping follow-up 🔹 WVE-003 (HD): Post-dose selection advances 🔹 WVE-008 (Stargardt): RNA editing advances in ABCA4 Nothing left to lose at these levels.

$WVE I listened to CEO Bolno at the Chardan biotech conference, really interesting. The analyst R&D day is set for Nov 4th. The WVE-006 data for 600mg AATD will probably be released then. Now through 2027, there are multiple WVE-007 trials ongoing - various cohorts for combo GLP1 therapy, maintenance, diabetics and unhealthy high BMI patients (vs. the simple safety trial with a healthy 30 BMI cohort that crushed the stock). We still don’t have this data from WVE, rolling data will be released in 2027. Also, discussion about ALK7 and delivery to adipose fat tissue (vs hepatic) - we will know more after ARWR reports data this quarter on ALK7. Adipose delivery is new vs. trusted and tested GalNac (liver delivery only) for safety over many years. ALK7 will need at least 5 years of testing and safety before it becomes trusted. The FDA will want detailed data on where it goes and long-term toxicology in all tissue it reaches, including pancreas and other body tissues.

$WVE RNA Editing (WVE-006 for AATD): Management reiterated expectations for upcoming clinical readouts, including data from the 600 mg monthly WVE-006 cohort anticipated in Q4 2026.

$WVE Wave Life Sciences got FDA alignment on the registrational pathway for WVE-006, its RNA-editing candidate for alpha-1 antitrypsin deficiency (company release, Oct 1). The structure is the story: a single two-year registrational trial, with a one-year interim analysis that could support accelerated approval based on AATD biomarkers. No separate confirmatory trial. Why that matters: today's standard of care is IV augmentation therapy, which can leave patients with depleted AAT levels during lung exacerbations and does nothing for the liver risk. WVE-006 is a subcutaneous RNA edit designed to produce healthy M-AAT while reducing the mutant Z-AAT aggregates trapped in the liver. Next hard read: data from the 600 mg monthly multidose cohort of the RestorAATion-2 trial, expected in Q4. The tape barely noticed. Up about 5% Thursday on the news, half of it given back Friday. Closed at 3.78, around 82% below the 52-week high.

$WVE This stock reminds of VTYX. Owned a 20K stake at around $2 per share. Large institutional ownership and Sanofi had an equity stake. Stock was viciously attacked almost everyday by shorts all the way down to a dollar. Sold out at 1.50 and took the loss when no insiders bought at that ridiculous price. Stock finally bottomed and began a slow rise at first then found its legs. I did not rebuy even when it bottomed out,but should have. It was eventually bought by Lilly for $14 a share. Lesson learned that in these small bios where news is often sparse between trial news,the shorts take advantage of this and anyone owning it takes the mental abuse of the constant downward trend till they can no longer stand it and sell out. Been there and know that pain.

$WVE Fresh aggressive PT at $42🚀 Yesterday shorts took advantage of XBI sell-off with 56% short but the clock is ticking💥 they will get burned🔥

$WVE still feel it's trading low. It should be 15$ and above after 2 good news GSK partnership going strong and FDA giving approval to fast track WVE 006

$WVE Also, titrating the dose for ALK7 (eg maintenance and combo therapies) will need fat biopsies in order to determine how to adjust the dose over time, and it’s complicated. INHBE is a simple blood test and it’s well-known to be safe. Wall street is so hung up on the magnitude of weight loss numbers and nothing else - there’s so much more to this story.

$WVE SUPER Bullish..Here is why. To answer why is stock initially down..HIGHER interests daily is poison for ALL small stocks w/o earnings..and spared very few (usually they are selling ETFs and not really picking on any single stocks), BUT after the current news involving Glaxo and then FDA news today, I am extemely bullish. Any other time it would be up to $7-9 easy. I hate analysts, but even they have recently brought down 12 month target down to over $18..I helped start Amgen years ago, and feel that is is now a very low risk/high return stock. DR Kalerman

$WVE this valuation makes zero fucking sense except someone is cheating to accumulate.

$WVE Sept and Oct are not good for bios. Many have been down 20, 30 or 40%. Nothing has changed, same for WVE, or it has been positive since FDA allows the use of biomarkers. Considering cash and the pipeline, sp will make a turn. Hold on tight until >10

$WVE Macro headwinds and rapidly rising interest rates are crushing small-cap biotech. Still long; however, feeling like frogger!

$WVE M - Nasdaq Real Time Price • USD Wave Life Sciences, Inc. (WVE) 3.1850 -0.0950 (-2.90%) As of 10:39:46 AM EDT. Market Open. how low are shorts going to take this 2? This is unreal

$WVE I remember selling this in the mid 5's after that horrendous chat they had where they said they don't know if any of their drug candidates were any good and can't promise anything. That was the wildest thing I've ever heard. Of course, there were still people defending it then...

$WVE someone blocked me for one of my posts. Hope the sheep traders are selling and those of you who are smart enough to read between the lines know what to do.

$WVE another 2 years of cash runway, big deal. Who cares. First analyst to upgrade price is trying to get them into the funding van on readout later this quarter now that the regulatory construct is there to support a quick path. Only Beam is ahead time-wise and not by much. RNA editing is reversible and therefore safer than Beams base gig. But whatever, sell your shares. Also, inhbe will work better than Lilly’s unsafe thing they combo’d their zombie face blockbuster with that everyone is supposed to like.

$WVE good news this morning. GSK selected a wave program to develop. Up to $375 million. Milestones etc