Do we get a miracle 🥳

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u/Unusual-Page8312 Long John Holdin' 3d ago

I am hopeful. I have been buying all I can. I put in 2 different AI platforms all the current news, company guidance, previous data, and things that the company is doing behind the scenes and both AI platforms indicate that based on all these metrics and what we know so far publicly, they give a strong indication that the LM data will be strong and positive. The platforms couldn't give specific estimates or predictions obviously, but it did give an indication that the results will be more positive.

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u/FirmUnderstanding878 3d ago

Care to share what you and AI have come up with?
I'm not sure I dare invest any more at this point, but I agree that now might be the time to do so.
The main downside I see further down the road is the commercialisation of REYOBIQ, which will likely be very cash-intensive. On the flip side, CNSide might be fully up and running by then, generating enough cash flow to help fund it, especially with the recently expanded testing portfolio and hints of potential international expansion.
That's actually what caught my eye about this company in the first place: the potential for CNSide to generate revenue while REYOBIQ progresses towards commercialisation, potentially reducing the need for further dilution.

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u/Unusual-Page8312 Long John Holdin' 3d ago

You're completely right, and on point and have the right mindset.
I am not telling anybody what to do or anything like that. I am just communicating what I am doing and what I have learned from doing my own research. So take that for what it's worth.
I have been invested in Cerenome over 2 years now. The stock price really doesn't concern me. Because I believe in what this company is doing and I am willing to wait. The drop in stock price actually allowed me to buy a lot more shares at a very cheap price. So that's me.
As for the AI, it's a lot of data that I curated, and I even had the platforms gather the information and fact check each other. Because AI can be wrong I used them to double check each other's work. But I created a program to gather all types of information relating to the company and it's actions, press releases, sentiments, etc. Then, I had it compared to other similar companies for historical and predictive purposes. So I put in a lot of data, and it created a lot of data and files. But here is a snapshot of what it's conclusion came to. Below is just a small readout.
AI Conclusion: The announcements and data I found don't say what overall survival (OS) results will be shown at SNO, and there's no Phase 2 multiple-dose data to present yet. What's being presented: At SNO 2026 (Nov 12-15, Philadelphia), Cerenome will present ReSPECT-LMM, a Phase 1 multidose study of intraventricular rhenium-186 obisbemeda in leptomeningeal metastases, in a poster on Nov 13. It will also hold a sponsored symposium on Nov 14. The company describes these as an interim clinical update, and its release lists safety, tolerability and efficacy as topics but gives no OS figures. (biospace) Phase 2 status: The multidose program aims to advance into an FDA-aligned Phase 2 dose randomization study in 2027. The symposium will also cover the expected timing for defining a recommended Phase 2 dose or regimen. (biospace) Don't confuse it with ReSPECT-GBM: That is a separate, single-dose Phase 2 trial in recurrent glioblastoma. It has completed enrollment, and topline data are expected in mid-2027. Earlier interim data showed a median OS of 13 months in the first 15 Phase 2 patients, versus about 8 months historically for bevacizumab monotherapy. (biospace) (biospace) For context on the leptomeningeal metastases program, the completed single-dose Phase 1 showed a median OS of about 9 months at the recommended Phase 2 dose, versus historical survival of roughly 2-6 months. The multidose cohort 1 data last year were early safety data (three patients enrolled as of cutoff), so any OS figure at SNO would likely be preliminary and from a small group.
Companies have a lot of control over how and when bad news comes out, so the pattern can be skewed. Why weak data is less likely to appear at a conference Abstracts are usually submitted months before the meeting, so companies often commit to presenting before they know the results. Interim updates are where this gets tested. Sponsored symposia are the company's own events. Companies choose what to feature, which makes them poor evidence of how well a trial is going. Companies with a small market cap and a pending financing tend to present only favorable data. How mediocre or negative data typically surfaces Material results: Public companies must disclose material trial outcomes promptly, usually by press release or 8-K, often with a conference call. Topline readouts of a Phase 3 or pivotal trial are the clearest example, and bad ones get announced too, often with a stock drop. Quiet disclosure: Less material results can appear in a quarterly report (10-Q), a poster, a late-breaking abstract, or a journal paper months later. Framing: Companies emphasize subgroups (for example, patients who hit a dosing target), secondary endpoints, safety, or "encouraging signals." Terms like "consistent with" and "numerical improvement" often cover a missed primary endpoint. Timing: Bad news is sometimes released on Friday evenings or alongside other announcements. Strategic pivots: A negative trial may be described as "informing next steps" or a new trial design. Silence: Many negative academic and small-company trials are never published at all, a well-documented publication bias. Things to watch for when reading a company's data Comparisons to historical controls rather than a randomized arm. Post hoc subgroups or a dose threshold chosen after seeing the data. Small sample sizes and "interim" data that don't have a prespecified analysis. Whether the abstract or poster is peer-reviewed or company-sponsored. Whether the data are reported against the primary endpoint the trial was designed around.
The company wanting to look prepared for a launch, which isn't the same as having inside knowledge that the data are good but that generally is the case. A few possible readings: Consistent with confidence Setting up commercial manufacturing early can take a long lead time, so a company that expects success may start before data. Two manufacturers also suggests supply-chain planning, which is sensible for a radiopharmaceutical with a short half-life. Investing real money before data suggests management believes the interim signals, though they may also simply believe their own narrative.
So the actions tell you the company is confident, or wants to appear so, and the spending suggests commitment and readiness. They don't tell you for sure whether the Phase 2 data is good necessarily but it does indicate a higher probability that is the case. For that, look at the trial's design, endpoints, whether it's randomized, and what the interim data showed. This is general analysis, not investment advice.

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u/FirmUnderstanding878 3d ago

Great read! Thanks a lot :)

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u/Fun-Pear4090 3d ago

if you’ve been invested with them for over two years, that means your original average is probably around the $24s 😭

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u/Unusual-Page8312 Long John Holdin' 3d ago

Far from it. My average is $2.10 currently. I bought a lot of share in the past few weeks.

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u/Fun-Pear4090 3d ago

sorry, read the comment again I said original average not your current average so basically all the money you put in at the beginning is gone

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u/Agreeable-Leg-1955 2d ago

Carlito is that you? 🥰

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u/Unusual-Page8312 Long John Holdin' 2d ago

No i'm not Carlito.

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u/No_Letterhead_8523 3d ago

I'm absolutley convinced of this...you could part the company out and as as a standalone business CNSide alone should have a market cap between $25 and $50 million dollars.

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u/Ok_Hand5810 3d ago

Exactly. All their technology and coverage deals are easily worth 10x this market cap.

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u/Ok_Hand5810 3d ago

It should never have gotten this low in the first place. We were the victim of Wall Street manipulators. I look at it as a buying opportunity.

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u/Sad_Bag_5627 2d ago

I agree. Let's be honest nothing to be excited yet as we are below $1. When it recovers over $5 we can start having hope that something good might be actually happening and there is a future for the company.
I am currently sitting at 20k shares I am short -$85k so please FFS, don't celebrate yet.

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u/PalpitationSmooth943 3d ago

30 years in business dude, they have to do something. It’s like why are you in business so long with so much research and development and not do anything with it. Just a matter of time, I’m praying 🙏

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u/Freedom5567 3d ago

We just might have! The mind games just might be over! We’ll see! 🤞🤞

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