ZVRA Zevra Therapeutics Inc

$ZVRA Shionogi acquired IntraBio specifically to build out a high-margin, global rare-disease footprint. Adding Zevra’s Miplyffa (arimoclomol) would make Shionogi the undisputed commercial leader in Niemann-Pick disease type C. Let's make this happen, Neil. 2 Billion, but would take 1.5.

$ZVRA Many will hate me but Neil just needs to sell out 5x revenue plus cash = 960m or $15 a share roughly put me out of my misery please

$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 Swedbank AB updated it’s 13F holdings today, upping to just under a million shares 👍🏻. Swedbank AB is a major Swedish multinational banking group headquartered in Sundbyberg (Stockholm), Sweden. It is one of the "big four" retail banks in Sweden (alongside SEB, Handelsbanken, and Nordea) and holds a market-leading position across the Baltic region.

$ZVRA Q3 earning are earlier than usual. I wonder if it's because they are eager to share good results or just have a more competent CFO now.

$ZVRA Don't try to make any sense out of this one. It's an exercise in futility. Any person with a modicum of business sense would look at the valuation and question how low it is. How could a company with $300M in cash, zero debt, and a drug on the market with 2027 estimated sales between $177M and $200M, with an estimated profit of approximately $1.10/share, be trading at a $580M market cap? The stock continues to trade at a forward looking P/E of 9. Subtract the cash, and it is trading at 1.5 times 2027 sales. Common sense would indicate that there would be takeover interest here for at least $1B. Yet, it continues to trade at an inexplicable low valuation. Something smells rotten in Boston.

$ZVRA $200 million a year in revs with margins as high as 70% depending on the quarter, no debt and a gowing cash pile? All at a $600M market cap? Either this thing gets bought out for 2 bill or more or this stock is undervalued by at least 60%

$ZVRA FDAs Rare Disease Framework Initiative "The FDAs new Rare Disease Framework Initiative is a thoughtful, ambitious, laudable effort to build a regulatory structure that systematically supports rare disease therapeutic development & review, according to Hyman Phelps & McNamara lawyers." "Its central promise is to make fit-for-purpose evidentiary expectations the norm for rare diseases. FDA intends to build a framework in which advice & decision-making are consistently tailored to the evidence reasonably attainable given the disease, its onset, progression, the patient pop & its needs, & the investigational product – & clearly communicated throughout development & review. We hope this means sponsor-FDA discussions will begin with an open consideration of the approaches appropriate to the disease and product, rather than presumptions favoring conventional development sequencing, randomized controlled trials, or traditional statistical thresholds that sponsors must then seek to rebut.

$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 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 Stock market tends to rally right after mid-term elections. Let’s hope Neil selected Nov 3rd (Election Day) because ER will be good and he wants to ride the rally starting on Nov 4th and not hide a bad ER underneath the rally. Overturning the negative CHMP result isn’t going to happen so earnings are all we have left.

$ZVRA Down for no reason and then back up for no reason. Someone just playing games, and making money on both ends...

$ZVRA set your countdown clocks to 7 days until earnings. I feel positive about earnings, optimistic about Celiprolol's Type C fda mtg, but CHMP - not do much. Meatloaf sang: "Now don't be sad cause 'Cause two out of three ain't bad"

$ZVRA with even semi-competent management and board, this is easily in 20s. Instead we have Tamara, Neil, and the "blue vote" guys (who have done jack shit for investors since they wasted a shit ton of money on proxy votes). We can't hold $11. CAN't wait until I hit my price and bail on this circus of a management team. Too bad, because there was some good science here before it became Neil's piggybank

$ZVRA Way to go Neil! Really thinking in the best interests of the shareholders. If I did my math correctly, you cost us about $61,000,000 in market value with your tiny sale. I wonder what the Board thinks about that? And I bet he got a few calls from an institutional holder or two. Now is not the time to be cashing in unless you are required to for some reason. But where is your explanation?

$ZVRA Last week, nice move up in price on no apparent news. Then it came out that we are going to get our re-review from CHMP this week. OK, the move up made some sense that investors may be speculating on a different result. This week, big selling. Maybe they are realizing that we can't present any new information and Neil hasn't addressed the CHMP panel's concerns sufficiently. Whatever the reason is, we are being reminded that this is still ZVRA and Neil is in charge.

$ZVRA Maybe it's some kind of tax sale. But wouldn't it be nice to hear some kind of explanation. But don't ever expect Neil to do anything of benefit for us low life retail investors who have supported this company for years.

$ZVRA Because the EMA statutory clock for re-examinations allows up to 60 days from the re-examination request to form an opinion, assigning an AHEG in October aligns directly with issuing a final decision during the December 7–10 plenary. We can at least anticipate both asset overhangs being resolved by Christmas. 🎅 🎄

$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 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.