ZVRA Zevra Therapeutics Inc

$ZVRA Intrabio worth 2bn and we are @ a 600mm market cap inclusive of cash? Unreal - This thing always the bridesmaid no matter how white the dress

$ZVRA Seems like we're running against the XBI rather that tracking it like we normally do. I wonder if the market finally realizes that If Intrabio was worth $2B, ZVRA is way undervalued and must be worth at least half that regardless of EU approval or not. That would put us at $14.50 at least. Let's see if they let it start to rise to $14-$15 level without a smackdown. Then pray for good Q3 earnings and a positive EMA recommendation and we may finally get this over $20 so I can get out.

$ZVRA A possibility : If IntraBio had multiple suitors , there is a possibility that the other contenders may come to ZVRA. Only time can tell.

$ZVRA Hmmm, low volume, up green today fighting against a red tide. Very interesting. Somebody thinks something is happening.

$ZVRA The NBI & IBB are getting hit today, I think mainly due to the fear of higher interest rates; stocks took a turn when Fed announed that more rate hikes will be needed. ZVRA is in a unique position where it DOES NOT need CASH! Thus no financing concerns! This is just a market interest rate reaction selloff.

$ZVRA down almost 4.00 in the last 6 months what a disaster by tbis ceo he should be fired and the whkle damn board.

$ZVRA I realize many have had their attention on CHMP and possible EU approval. However, to me the bread and butter is right here. Q3 is in the books, and next month we should find out how ZVRA did. It's very important that as revenues increase, we keep expenses down for better EPS. If expenses go up as much as revenues, then we really gained no ground, and the stock price will remain about the same. If we can get increased revenues with expenses about the same, I expect the stock price to move upward. How much depends on the numbers.

$ZVRA Just reality check laugh: Our pps is about the same as it was before Miplyffa was FDA approved, before $260M+ in cash reserves, before the $6.50 warrants were wiped out, before the legal issues were resolved, before Miplyffa was almost approved for toddlers as well, before a successful Type C meeting with the FDA, before a temporary worldwide partner in Ireland and I could probably keep going. KNOW WHAT YOU OWN.

$ZVRA If I had to guess, some tutes had to rebalance by trimming at the end of Q3, and now they are rebalancing again with the start of Q4. That said, we will most likely remain range-bound until the overhangs are addressed. I’ll take the win for now though, always nice to see green.

$ZVRA this is zrva, we have been here before...this is loading zone time. It used to be in the 4's, don't kick yourself later for not loading here

$ZVRA RFL data was not great. They can say an NDA is scheduled, but the FDA still needs to accept it with the current data and failed endpoint. I am not sure the FDA will accept the submission. 30% probability of rejection. RFL also went out of country for the majority of their data. FDA screens international data closely (or not at all) because the data is usually cooked. Trial Standards are less likely to be kept. If an NDA is submitted and accepted in Dec '26, it is still a year+ before the decision - Say early 2028 for a yea/na by the FDA. Lastly, the 30+ USA NPC patients in the RFL trial, are now open to request treatment from ZVRA....... Tutes are not selling..... neither am I, under 28

$ZVRA Approximately 50% of the market cap is cash which continues to grow with zero debt. The market is basically saying that Miplyffa which will generate $155M this year and approximately $175M next year and has 10 years plus of exclusivity, is worth only $300M. It also gives Celiprolol zero valuation. Hard to fathom.

$ZVRA next catalyst is in 1.5months, for 3Q ER. Not expecting much between now and then. Let’s hope it’s again a beat!

$ZVRA IntraBio was paid $2B for its growth , not for the current revenue. ZVRA is currently priced for future deceleration and not for the current revenue. I am watching and if that equation changes I will jump in. There are many triggers that will change this and Zevra has no control on anything other than cutting down the bloated expenses. Neil should stopping looking after just about his and his buddies pockets.

$ZVRA PE ratio ex-cash is about 5-6 for a rapidly growing biotech. I think I’ll hold for $25.

$ZVRA Here's our comedy for the day. Nine analysts follow ZVRA. Seven have buy ratings and two have strong buys. The average price target is $25 with a high on the Street of $35. These people are supposedly paid experts. Truly amazing!

$ZVRA What a Hot Mess!! Call me CUCKOO but I bought more @$10.10 and now I'm crossing me fingahs 🙄🤞🤔

$ZVRA A short review of how our analysts performed from their ratings March 2025 to March 2026. I'm certainly not looking for the professional opinions to be so lofty that we and the investment community are disappointed. Price in 2025 was around $7.95, high was $12.41 in July 2025. I'd rate their last year performance as dismal. Analysts re-rated in August 2026 with PT between $20-$28. I'll watch their performance over the next year. Analyst PT March 2025 $25 Cannacord $25 Cantor Fitzgerald $18 Citizens JMP $22 Guggenheim $20 HC Wainwright $21 Roth $25 Maxim

$ZVRA This is all institutional buying. There was little volume most of the morning. Then a 230,000 block hit the offer at $12 and the volume and price picked up.

$ZVRA It's a total ghost town around here. I guess the enemic volume is an indicator of interest. At least it's not down today.