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@Ceazar_Black CeazarCeazar posts on X about $allr, to the, matter, represent the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance
Social topic influence $allr #3, to the, matter, represent, future, all the, caps, dump, market cap, hidden
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Top posts by engagements in the last XX hours
"$ALLR The shelf size is 50M dollars of mixed securities. That is the total capacity over time not what they can sell tomorrow morning. Every serious clinical stage biotech keeps a shelf like this in place"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR Ive been quiet on this name for the past month for a reason. Ive been waiting for December 23rd when all the legacy windows tied to the old financing and the XX day warrant period finally roll off. I dont know if they r waiting for that date as well but for me its simply a matter of getting into 2026 with a clean slate. Maybe something lands before then maybe it comes mid or late December or maybe early in the new year but it does feel like something is moving in the background"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR all is quiet on the western front"
X Link 2025-11-12T15:00Z XXX followers, 1924 engagements
"$ALLR Because the public float value is under 75M this is a so called baby shelf under Instruction I.B.6. That rule caps how much the company can sell off this S-3 in any rolling XX month period"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR Under I.B.6 the maximum primary issuance from this shelf in any XX month window is one third of that float value. One third of 27.8M is roughly 9.2M dollars. That is the legal ceiling unless the float value increases"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR So the company has a 50M shelf on file but at todays valuation they can use only about 9.2M dollars of it in a year. Anyone talking about a 50M immediate dump simply has not read the instructions on Form S-3"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR The current trading float is 15.8M shares with a market cap around 17M dollars. That is the real share count in the market. There is no hidden 20M or 30M shares sitting off balance sheet"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR Todays S-3 did not issue a single new share. There was no prospectus supplement no purchase agreement no ATM program announced no pricing. A shelf is permission. Dilution only happens when they actually sell into it"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR Why file now Because the company has cleaned up enough to regain S-3 eligibility and needs a valid shelf before any serious partnership financing or regulatory event. You do not want to be scrambling for a registration statement after the fact"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR In the ongoing Phase X ovarian trial using the DRP to select patients we have already seen a confirmed complete response in a heavily pretreated patient a platinum refractory patient on therapy for more than XX months and others with disease control XX months(prob more by now but thats as of last update)"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR These are not front line patients. This is late line heavily pretreated often PARP exposed disease where responses are typically rare and short lived. Getting long duration control here matters"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR Safety so far looks cleaner on myelosuppression than some of the approved PARP inhibitors. That has implications for chronic use and for combinations with other agents where overlapping toxicity is a constraint"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR The FDA has already granted Fast Track for Stenoparib in this setting. That is not a guarantee of approval but it does mean the agency has reviewed the program and sees a rationale to facilitate development and review"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR Breakthrough Therapy designation is something the company has said is on the agenda once the data set is mature enough. BTD is purely data driven. It will depend on the depth and durability of responses in the final package"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR There are real risks here like any small biotech. The trial could disappoint timelines can slip markets can stay irrational longer than investors stay patient. But the S-3 itself is routine. The story still comes down to the data and the execution not todays filing"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR The S-3 filed today is a standard shelf registration. It does not represent an offering and does not mean shares were issued. It simply restores the companys ability to raise capital in the future which every small-cap biotech needs in place"
X Link 2025-12-03T22:34Z XXX followers, 3639 engagements
"$ALLR The S-3 states that the public float is about 27.8M dollars. That number is calculated by the SEC formula: non affiliate shares (about 15.8M) multiplied by the highest closing price in the prior XX days (1.76)"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR On the fundamental side the company is now a single asset story built around Stenoparib plus its DRP companion diagnostic. The old mixed bag of assets has been shut down. The focus is narrow and clear"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR Stenoparib is a dual PARP and tankyrase inhibitor. The WNT and DNA repair biology gives it a different profile from the first generation PARP inhibitors that have already reshaped ovarian cancer treatment"
X Link 2025-12-03T22:34Z XXX followers, XXX engagements
"$ALLR I dont expect them to raise at todays valuation. This is not the behavior of a company preparing to sell cheap equity. You dont implement a buyback clean out toxic structures settle the SEC matter file a clean 10-Q and then issue shares at the bottom. The logical reading is that they want the S-3 ready ahead of a potential catalyst not after it. If they get BTD or significant clinical progress the stock would rerate first and any financing would happen at a stronger price with far less dilution"
X Link 2025-12-03T22:34Z XXX followers, 1361 engagements
"$ALLR My take"
X Link 2025-12-03T22:35Z XXX followers, 2122 engagements