Jun 17, 2027 350 looks like a solid option imo 1 and a half + years should see some kind of recovery towards 500 - 600

---

Altimmune ($ALT) — Near-term catalysts in MASH; 48-week readout and FDA meeting on deck Altimmune’s dual GLP-1/glucagon agonist pemvidutide has positive 24-week Phase 2b data in MASH with weight loss and strong NIT signals. Near-term catalysts include: (1) Q3 results + business update on 6 Nov 2025, (2) AASLD late-breaking oral/poster the same week, and (3) 48-week IMPACT data in Q4 2025, followed by an End-of-Phase-2 (EOP2) FDA meeting targeted for Q4 2025. Cash was $183.1m (30 Jun 2025). Watch short-interest dynamics and the Phase 3 path in MASH.  Investment thesis (biotech-focused, medium risk) Clinical signal: At 24 weeks, pemvidutide met the primary endpoint (MASH resolution without fibrosis worsening) with up to 59.1% response in ITT analysis, alongside meaningful weight loss and improvements on NITs (e.g., ELF, VCTE, cT1). These markers support anti-inflammatory and anti-fibrotic activity pending biopsy-based confirmation at 48 weeks.   What’s different: Company secured late-breaking slots at AASLD 2025 (oral + poster) for 24-week data, a credibility signal in liver circles, and guides to 48-week IMPACT data in Q4 2025 (weight, NITs, safety).   Execution adds up: Altimmune scheduled Q3 results and business update on 6 Nov 2025; management recently strengthened clinical leadership by appointing Christophe Arbet-Engels, M.D., PhD as CMO to steer Phase 3 in MASH.   Near-term catalysts (dated) 6 Nov 2025 (Thu): Q3 results & business update call (watch for Phase 3 colour, 48-week timing, cash runway commentary).   7–11 Nov 2025: AASLD The Liver Meeting late-breaking oral + poster on 24-week IMPACT data; expect slides/posters on the IR site.   Q4 2025: 48-week IMPACT readout (weight loss trajectory, NITs, safety; biopsy subset/AI fibrosis analyses may be discussed). Company also targets EOP2 FDA meeting in Q4 2025 to align Phase 3.   Balance sheet & ownership watch-outs Cash: $183.1m as of 30 June 2025; net loss $22.1m for Q2. Provides a cushion into 2026, but Phase 3 will be capital-intensive—monitor financing overhang.   Short interest: As of 15 Oct 2025, reported short interest around 21.5m shares (down vs end-Sept). Any data surprise can move borrow/price quickly.   Pipeline context (beyond MASH) Obesity: EOP2 meeting for obesity completed previously; programme remains a strategic option post-MASH clarity.   Adjacencies (liver/behavioural): RECLAIM (AUD) and RESTORE (ALD) Phase 2 trials initiated in 2025 - optionality if MASH succeeds.   Key risks Biopsy-level uncertainty: 24-week signals are strong, but regulators care about biopsy endpoints and longer-term safety; 48-week data are the inflection.   Funding/di­lution: Advancing to MASH Phase 3 likely requires more capital. Watch the Q3 call and subsequent filings.   Competitive landscape: GLP-1s and emerging MASH agents are crowded fields; differentiation on efficacy/tolerability, fibrosis impact, and combo potential will matter (AASLD discussion will help).

---

I put my life savings in GOOGL $265 calls expiring 18th jun 2026 in August. I'm already up 365% as of close yesterday. Today will be life changing money for me. Thank you GOOGL and wsb

---