CRMD CorMedix Inc

$CRMD — We finally have the Candida, Aspergillus AND PJP data from Phase 3 ReSPECT! For perspective, the FDA-approved posaconazole (Noxafil) label states: “Prophylaxis of Invasive Aspergillus and Candida Infections” ReSPECT infection rates (REZZAYO vs SAR prophylaxis): * Candida: 1.2% vs 1.0% * Aspergillus: 2.0% vs 3.0% * PJP: 0.2% vs 0% Once-weekly rezafungin monotherapy achieved noninferiority to daily azole + TMP/SMX prophylaxis. Here’s why the organism data matter: CorMedix estimates a ~$500M BMT prophylaxis market, with another ~$800M in potential PJP prophylaxis opportunities across multiple patient populations. Posaconazole’s FDA prophylaxis label specifically covers Candida and Aspergillus not PJP. ReSPECT now provides randomized Phase 3 data across all three organisms, supporting the case for a broader prophylaxis indication. The bigger question is how broadly the FDA will ultimately word REZZAYO’s prophylaxis label.

$CRMD Imagine a hospital system spending tens of thousands monthly on DefenCath while potentially avoiding more than $100K in infection-related costs. An expensive product can still be an exceptional investment when prevention costs substantially less than treating complications. That’s the economic argument that could make inpatient adoption particularly compelling.

$CRMD ReSPECT’s renal safety findings deserve attention: once-weekly rezafungin achieved noninferior fungal-free survival vs daily azole + Bactrim, with numerically less acute kidney injury and fewer adverse events requiring dose reduction, interruption or withdrawal. For transplant teams, maintaining prophylaxis with fewer medication changes could be a meaningful advantage. These descriptive safety differences strengthen the adoption case beyond weekly dosing alone.

$CRMD Chart looks ready to rocket. It's only a matter of time. Good things coming our way :)

$CRMD I have invested in many biotechs over the past 20 years and the script never changes. Right before breakout and promising results (Rezafungin prophylaxis here), bad vibe and bad news spread. The subject and motives change but the script is the same. It’s either bankruptcy, delisting, reverse split, trial failure, analyst downgrades, lawsuit, class action lawsuit, Managerial departure, CEO bad rep, change of medical director, etc etc. I have been through this so many times, it’s predictable. I learned to live gnome the noise. This is a great company with great products and the main story is Rezafungin prophylaxis. That’s it.

$CRMD catalysts to watch: 🚀 1️⃣ Final 2027 CMS reimbursement rates—proposed DefenCath increase 2️⃣ Medicare Advantage reimbursement agreements and rates 3️⃣ KCAPA legislation progress 4️⃣ Q3 earnings and updated 2027 guidance 5️⃣ REZZAYO regulatory milestones Higher reimbursement + expanding utilization could dramatically change CRMD’s revenue forecasts and intrinsic value. 👀

$CRMD Someone keep me posted when JT resigns. Making bank over at SLS, but might come back for some more punishment if Rezzayo actually gets off the ground and Defencath actually shows traction with the big 2.

$CRMD In plain English Defencath Proven to be: -Per Patient per Year pre Defencath Acquisition and related Costs 1- Saved $185.24 relates to Avoided CRBSI hospitalizations costs that otherwise would be beared by Both Medicare Part A+B (FFS) & Medicare Part C (MAs ≈ $UNH $HUM CVS Elevance, Clover) 2- Saved $130.84 relates to Avoided alteplase medication costs that otherwise would be beared by $DVA $FMS USRC IRC 3- Caused $55.37 of Additional revenue from recovered dialysis sessions that otherwise would be missed by Davita, Fresenius, USRC, IRC

$CRMD good news: we appear stuck right around here. . Bad news: we appear stuck right around here. . This is a period where share buybacks and management displaying their actions would be helpful. It’s hard not to be frustrated with what seems to be disregard for shareholder value.

$CRMD 0 or 17 won't matter when we reach our true value at $30 a share. Defencath = 71% fewer hospitalizations ClearGuard = 43%. The top 5 centers have signed up, and utilization will only keep growing. DaVita signing so late tells us Fresenius is printing $$$ from their deal, and so are we. You don't like money? Go ahead and sell when we are at our lowest point in years, but with even greater fundamentals compared to the last time we hit $17. Tired of hearing all the people bitching about the SP. Nobody is holding a gun to your head telling you to hold.. You either sit down and enjoy the ride or get the fuck out. For me, this is a no-brainer.

$CRMD It’s sad how in 4 days I made the equivalent of 10 year salary of me working 12 hours a days for 50 weeks a year. 2500 days of work in 4 days. What a messed up world we live in.

$CRMD Ok finally joined the club of 1 cents change in SP = 1K change in account value 🥹😊….lets go

$CRMD how about a 10%+ day, for old times sake. The longs have grown gray and weary here, a little jump would go a long way. 🙏🏼

$CRMD Knowing for sure sure the 3rd Drug is $TLPH Niyad Most likely $GMDAQ Omisirge + Aphexda to increase the newly formed Transplant Team efficiency Secondary Options $HRTX Zynrelef + Aponvie (Hospital Heavy) $MRK Recarbrio + Sivextro (Hospital Heavy) Innoviva Xerava + Zevtera (Hospital Heavy) Medexus Grafapex + Ixinity (Transplant Heavy) Meitheal Contepo + Xenleta (Hospital Heavy) Regardless The deal is already signed and pending announcement

$CRMD Question for the masses.. Does Joey T know what he is doing? I think so. Smiling quietly at the dissenters.

$CRMD — DefenCath vs Clearguard The evidence base Real Consistent Pattern Residual risk and Relative advantage: -LOCK-IT vs Hymes, indirect residual-risk comparison ~34% -LOCK-IT vs Brunelli, indirect residual-risk comparison ~22% -USRC RWE vs Hymes, indirect residual-risk comparison ~47% -USRC RWE vs Brunelli, indirect residual-risk comparison ~37% -Fresenius RWE/RRI incident subgroup, lower adjusted hazard ~44% -Fresenius YoY Infection Reduction ~23% The numbers are directionally very coherent, Historical DefenCath and ClearGuard studies as well as the direct Fresenius incident-subgroup data and Infection Reduction report imply a possible ~22%–47% relative incremental advantage for DefenCath over Clearguard under strong simplifying assumptions.

$CRMD Quietly getting some love recently. Priority Review from the FDA accepted earlier this week and eagerly waiting earnings to hopefully (and expectedly) showing continue revenue grwoth. Cheers!

$CRMD CorMedix estimates that the potential U.S. market opportunity for REZZAYO (rezafungin) in the prophylaxis (prevention) of invasive fungal diseases exceeds $2 billion. Key Details & Market Outlook • Current Indications: REZZAYO is approved for treating adult patients with candidemia and invasive candidiasis. • Phase III Milestone: In April 2026, CorMedix announced positive topline results from the global ReSPECT Phase III trial evaluating REZZAYO for the prophylaxis of invasive fungal diseases in adult allogeneic hematopoietic stem cell transplantation (HSCT) patients, meeting its primary endpoint of non-inferiority in fungal-free survival at Day 90. • Regulatory Timeline: CorMedix is preparing to submit a supplemental New Drug Application (sNDA) to the FDA in the second half of 2026, with a potential commercial launch for the expanded prophylaxis indication targeted for 2027.

$CRMD shareholders not confused… They know…CRMD: • Hennion & Walsh Asset Management Inc. • Increased holding by +150.6%. • Brought total to 438,629 shares. • Pacer Advisors Inc. • Boosted position by +128.7%. • Total position reached 580,620 shares. • Segall Bryant & Hamill LLC • Increased holding by +107.8%. • Brought total to 126,675 shares. • Winton Group Ltd • Grew stake by +69.7%. • Headlands Technologies LLC • Expanded holdings by +63.0%. Major Existing Stakeholders While these massive percentage shifts represent active buying, the largest footprint belongs to institutional giants anchoring the equity: • BlackRock Inc. remains the top holder at 6.32M shares (8.11% of company). • Deep Track Capital, LP follows closely with 6.27M shares (8.05%). • Vanguard Capital Management LLC retains 3.14M shares (4.02%). • State Street Corporation controls 2.32M shares (2.97%).

$CRMD Why the Cap Cannot Replace the Solution: Anticoagulation: The ClearGuard cap releases an antiseptic to kill bacteria, but it does not contain an anticoagulant to prevent blood clotting throughout the length of the lumen. Liquid Displace & Wetting: The design relies on the lumen being full of liquid. As the rod enters the hub, it displaces a tiny amount of the liquid lock solution, which "wets" the antimicrobial coating and allows it to elute properly inside the hub. Target Zone: The antimicrobial action of a ClearGuard cap is primarily concentrated inside the hub (the external connector end), which is where most line contamination enters. The liquid lock solution is still needed to fill the rest of the internal catheter tubing all the way down to the tip near the heart. In short, the lock solution prevents clots and distal contamination, while the ClearGuard cap adds an active bacterial barrier at the entry hub.