# ![@Ceazar_Black Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3126558627.png) @Ceazar_Black Ceazar

Ceazar posts on X about $allr, $51b, debt, $4523t the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::3126558627/interactions)
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- [--] Week [-----] -44%
- [--] Month [------] +54%
- [--] Months [-------] -41%
- [--] Year [-------] +355%

### Mentions: [--] [#](/creator/twitter::3126558627/posts_active)
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- [--] Week [--] -77%
- [--] Month [--] +200%
- [--] Months [---] +129%
- [--] Year [---] +41%

### Followers: [---] [#](/creator/twitter::3126558627/followers)
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- [--] Week [---] +0.13%
- [--] Month [---] +0.13%
- [--] Months [---] +20%
- [--] Year [---] +85%

### CreatorRank: [---------] [#](/creator/twitter::3126558627/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3126558627/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  21.24% [stocks](/list/stocks)  11.5% [countries](/list/countries)  1.77% [cryptocurrencies](/list/cryptocurrencies)  0.88% [exchanges](/list/exchanges)  0.88% [luxury brands](/list/luxury-brands)  0.88% [technology brands](/list/technology-brands)  0.88%

**Social topic influence**
[$allr](/topic/$allr) #2, [$51b](/topic/$51b) 7.08%, [debt](/topic/debt) 5.31%, [$4523t](/topic/$4523t) 5.31%, [$7m](/topic/$7m) 5.31%, [$17m](/topic/$17m) 4.42%, [$25m](/topic/$25m) 4.42%, [$sprb](/topic/$sprb) 3.54%, [market cap](/topic/market-cap) 3.54%, [$9b](/topic/$9b) 3.54%

**Top accounts mentioned or mentioned by**
[@ceazarblack](/creator/undefined) [@thecommonameri3](/creator/undefined) [@zaidjilani](/creator/undefined) [@grok](/creator/undefined) [@jimrothman](/creator/undefined) [@culkn42](/creator/undefined) [@kfm29](/creator/undefined) [@biotechcash](/creator/undefined) [@stocker19954](/creator/undefined) [@resveratrol67](/creator/undefined) [@acceler8future](/creator/undefined) [@wtec78](/creator/undefined)

**Top assets mentioned**
[Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Sanofi (SNY)](/topic/sanofi) [Bitcoin (BTC)](/topic/bitcoin) [Johnson & Johnson (JNJ)](/topic/$jnj)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ALLR Takes a [--] yr chart and blames Thomas for it. Since stepping in [--] yrs ago TJ executed a full capital structure reset: Eliminated toxic preferred shares Converted variable-priced warrants w/ no warrants remaining Paid off all the bridge debt $allr This is all you need to know https://t.co/toTmmha2vQ $allr This is all you need to know https://t.co/toTmmha2vQ"  
[X Link](https://x.com/Ceazar_Black/status/2021961379771740363)  2026-02-12T14:55Z [---] followers, [----] engagements


"$ALLR Operational focus was tightened around one core asset: Stenoparib. A unique dual PARP + Tankyrase inhibitor with DRP biomarker selection(which pushes out IP protection way past patent exp). Global rights in-licensed from Eisai. Manufacturing in place with Lonza"  
[X Link](https://x.com/Ceazar_Black/status/2021961384485961980)  2026-02-12T14:55Z [---] followers, [---] engagements


"$ALLR $SPRB just showed the market what happens when the FDA grants Breakthrough Therapy Designation. Spruce Biosciences went from around $7 to $160 intraday after the announcement - a staggering move and one that says a lot about how investors value regulatory validation"  
[X Link](https://x.com/Ceazar_Black/status/1975299188209684905)  2025-10-06T20:36Z [---] followers, [----] engagements


"$ALLR To be clear: This is w/o breakthrough.if they do get it. can get wild. remember $SPRB from $7.60-$240 $ALLR a $10$15 range by mid-2026 implies a market cap that remains reasonable for oncology. That reflects probability not certainty. [----] built the foundation. Structure data credibility. [----] is where execution determines how the story gets priced. $ALLR a $10$15 range by mid-2026 implies a market cap that remains reasonable for oncology. That reflects probability not certainty. [----] built the foundation. Structure data credibility. [----] is where execution determines how the story gets"  
[X Link](https://x.com/Ceazar_Black/status/2007120224139542587)  2026-01-02T16:02Z [---] followers, [----] engagements


"$ALLR my [--] cents $ALLR Seeing a lot of frustration around the $6M financing which is understandable but I think the reaction is missing some important context. In biotech at this size capital decisions are rarely about optics and almost always about control and timing. $ALLR Seeing a lot of frustration around the $6M financing which is understandable but I think the reaction is missing some important context. In biotech at this size capital decisions are rarely about optics and almost always about control and timing"  
[X Link](https://x.com/Ceazar_Black/status/2018572084436468129)  2026-02-03T06:27Z [---] followers, [----] engagements


"$ALLR apparently reading comprehension isn't one of your strong points $ALLR Bitcoin dropped from [---] k to [--] k = Panic. $ALLR dropped from [----] to [---] and everything is going to plan. I wonder how low it has to go before panic sets in LETS RIDE $ALLR Bitcoin dropped from [---] k to [--] k = Panic. $ALLR dropped from [----] to [---] and everything is going to plan. I wonder how low it has to go before panic sets in LETS RIDE"  
[X Link](https://x.com/Ceazar_Black/status/2019748077884653593)  2026-02-06T12:20Z [---] followers, [----] engagements


"$ALLR One thing is clear. Big pharma will pay billions even for therapies in ph1/2 if they see value. It can happen at any time. Eli Lilly to acquire Orna Therapeutics for up to $2.4 billion https://www.prnewswire.com/news-releases/lilly-to-acquire-orna-therapeutics-to-advance-cell-therapies-302682157.html https://www.prnewswire.com/news-releases/lilly-to-acquire-orna-therapeutics-to-advance-cell-therapies-302682157.html"  
[X Link](https://x.com/Ceazar_Black/status/2021014428095848553)  2026-02-10T00:12Z [---] followers, [----] engagements


"$ALLR W DRP targeting only patients that are most likely to respond to Stenoparib & also not in hospice(vs ph2a) imo it's just a waiting game.just watch and see.PARPi mkt is $9B now & $20B in [----] can easily capture 15%.best in class.$5mil mkt cap is a joke"  
[X Link](https://x.com/anyuser/status/1904915901696139767)  2025-03-26T15:18Z [---] followers, [----] engagements


"$ALLR Incredible - Complete response happened within [--] weeks wild stuff"  
[X Link](https://x.com/anyuser/status/1905670873358471312)  2025-03-28T17:18Z [---] followers, 10.7K engagements


"$ALLR AbbVie's Elahere ($148 million yrly revs ) companion diagnostic only 30% eligible vs stenoparib is over 70% with DRP INCREDIBLE. DO THE MATH"  
[X Link](https://x.com/anyuser/status/1905672865715785853)  2025-03-28T17:26Z [---] followers, [----] engagements


"$ALLR The $7M PARP inhibitor that became a $5B blockbuster: Niraparibs journey from a Merck discard to cornerstone of GSKs oncology pipeline is a biotech masterclass. And now Stenoparib may be poised to follow. Heres the breakdown"  
[X Link](https://x.com/anyuser/status/1914406034413670556)  2025-04-21T19:49Z [---] followers, [----] engagements


"$ALLR A major shift just happened under the radar: Allarity Therapeutics unveiled a DRP predictor for Daratumumab a Johnson & Johnson blockbuster. Coming off our prior case that J&J should buy Allarity for Stenoparib alone this just made the logic even stronger"  
[X Link](https://x.com/anyuser/status/1916868048276852939)  2025-04-28T14:52Z [---] followers, [----] engagements


"$ALLR Current Phase [--] in platinum-resistant / ineligible ovarian cancer: Confirmed Complete Response [--] weeks(CR was detected after [--] weeks) Multiple patients [--] months on treatment Benefit independent of BRCA/HRD status In a population that typically progresses in 3-4 months. What seems to be the kicker BID https://twitter.com/i/web/status/2021961386654355722 https://twitter.com/i/web/status/2021961386654355722"  
[X Link](https://x.com/Ceazar_Black/status/2021961386654355722)  2026-02-12T14:55Z [---] followers, [---] engagements


"$ALLR Today niraparib (Zejula) generates $600M+ annually for GSK and continues to expand. But the most impressive part It was a cast-off until Tesaro saw its potential and built around it"  
[X Link](https://x.com/Ceazar_Black/status/1914406037416817046)  2025-04-21T19:49Z [---] followers, [---] engagements


"$ALLR Now enter Stenoparib. Originally developed by Eisai its a dual PARP/tankyrase inhibitormeaning it also targets the Wnt/-catenin pathway. That sets it apart from other PARPis like Zejula and Lynparza"  
[X Link](https://x.com/Ceazar_Black/status/1914406039396737372)  2025-04-21T19:49Z [---] followers, [---] engagements


"$ALLR Eisai handed off the molecule to Allarity in [----]. Allarity is using its Drug Response Predictor (DRP) technology to identify patients most likely to benefita targeted strategy with precision medicine upside"  
[X Link](https://x.com/Ceazar_Black/status/1914406041288368518)  2025-04-21T19:49Z [---] followers, [---] engagements


"$ALLR And beyond that Nothing. No pipeline PARPi. No presence in ovarian or breast cancer. No internal DDR (DNA damage response) platform. For a top-tier oncology player thats a major hole"  
[X Link](https://x.com/Ceazar_Black/status/1914414634729115957)  2025-04-21T20:23Z [---] followers, [---] engagements


"$ALLR Stenopariblicensed by Allarity from Eisaibrings: Activity in BRCA-negative and platinum-resistant tumors Dual inhibition of PARP and tankyrase (Wnt pathway) CNS penetration Low hematologic toxicity DRP biomarker to pre-select responders"  
[X Link](https://x.com/Ceazar_Black/status/1914414686591742161)  2025-04-21T20:23Z [---] followers, [---] engagements


"$ALLR Crucially DRPs predictive ability is specific to Daratumumab and not merely prognosticpatients classified as sensitive but not receiving Daratumumab did not exhibit the same survival advantage"  
[X Link](https://x.com/Ceazar_Black/status/1915822032207388679)  2025-04-25T17:35Z [---] followers, [----] engagements


"$ALLR Achieving statistical significance (p=0.04) in a small study (17 patients) highlights the DRPs robust predictive capability. This is highly encouraging given small sample sizes typically limit statistical power"  
[X Link](https://x.com/Ceazar_Black/status/1915822033692238292)  2025-04-25T17:35Z [---] followers, [---] engagements


"@TheCommonAmeri3 J&J 😉 through their oncology subsidiary"  
[X Link](https://x.com/Ceazar_Black/status/1915909441544982760)  2025-04-25T23:23Z [---] followers, [---] engagements


"$ALLR PS: Daratumumab alone generated over $10B in sales in [----]. Even small % improvements in patient targeting could be worth hundreds of millions annually. DRP isnt a science project its real money"  
[X Link](https://x.com/Ceazar_Black/status/1916868064819228683)  2025-04-28T14:52Z [---] followers, [----] engagements


"$ALLR https://www.investor.jnj.com/overview/events-and-presentations/events/event-details/2025/Johnson--Johnson-Fourth-Quarter-2024-Earnings-Call-and-Webcast/ https://www.investor.jnj.com/overview/events-and-presentations/events/event-details/2025/Johnson--Johnson-Fourth-Quarter-2024-Earnings-Call-and-Webcast/"  
[X Link](https://x.com/Ceazar_Black/status/1917223729764958639)  2025-04-29T14:25Z [---] followers, [----] engagements


"$ALLR Allarity isnt speculative anymore its early. Cash-rich De-risked Platform-ready Strategically aligned with J&Js gaps This is the kind of asset smart acquirers move on before the pivot is obvious to everyone else"  
[X Link](https://x.com/Ceazar_Black/status/1917593743651115351)  2025-04-30T14:55Z [---] followers, [---] engagements


"$ALLR If $JNJ doesnt act someone else will. You dont often get a shot at a CNS-penetrant BRCA-wildtype-active PARPi + companion biomarker platform + clinical data all under $400M"  
[X Link](https://x.com/Ceazar_Black/status/1917593745366868333)  2025-04-30T14:55Z [---] followers, [---] engagements


"$ALLR Looking back I remember Jeremy mentioning the dose split but he never highlighted how big the gap was between cohorts. The 200/400 mg BID clearly changed the game -and considering how well tolerated it was they might even push to 400/400 BID to drive efficacy further $ALLR Not sure how I missed this.did anyone else notice From 10k.but only realized this when I was reviewing Fridays filing. Wild.had no idea that there was such a disparity bet the [--] cohorts https://t.co/WsSAr9ZXj9 https://t.co/DLCdG5cyBG $ALLR Not sure how I missed this.did anyone else notice From 10k.but only realized"  
[X Link](https://x.com/Ceazar_Black/status/1919541237985558567)  2025-05-05T23:54Z [---] followers, [----] engagements


"$ALLR PARPi mkt now is $9B+ [----] anticipated $33B Best in class PARPi from Allarity & mkt cap $17M. Make it make sense. Some things just need time. https://www.custommarketinsights.com/report/parp-inhibitors-market/ https://www.custommarketinsights.com/report/parp-inhibitors-market/"  
[X Link](https://x.com/Ceazar_Black/status/1920873520692687161)  2025-05-09T16:08Z [---] followers, [----] engagements


"$ALLR All quiet on the Western front"  
[X Link](https://x.com/Ceazar_Black/status/1927414178345586842)  2025-05-27T17:18Z [---] followers, [----] engagements


"$ALLR just my [--] cents buy selling in the ATM at a buck & buying back at the same price IMO Thomas and team are sitting on something. patience"  
[X Link](https://x.com/Ceazar_Black/status/1928453548569927927)  2025-05-30T14:08Z [---] followers, [----] engagements


"$ALLR PARPi mkt now is $9B+ [----] anticipated $33B Best in class PARPi from Allarity & mkt cap $14M. Make it make sense. Some things just need time. https://custommarketinsights.com/report/parp-inhibitors-market/ https://custommarketinsights.com/report/parp-inhibitors-market/"  
[X Link](https://x.com/Ceazar_Black/status/1937142399509176346)  2025-06-23T13:35Z [---] followers, [----] engagements


"$ALLR AbbVie's Elahere ($148 million yrly revs ) companion diagnostic only 30% eligible vs stenoparib is over 70% with DRP INCREDIBLE. DO THE MATH"  
[X Link](https://x.com/Ceazar_Black/status/1937142402025975846)  2025-06-23T13:35Z [---] followers, [----] engagements


"@ZaidJilani @grok does Sweden or Norway have state owned and operated grocery chains"  
[X Link](https://x.com/Ceazar_Black/status/1938265416989606171)  2025-06-26T15:57Z [---] followers, [---] engagements


"$ALLR Hypothetical valuation scenarios: modest revenue of $127M could imply $30/share at current 17M OS. Larger penetration $600M revenue implies $150/share"  
[X Link](https://x.com/Ceazar_Black/status/1958529046700044552)  2025-08-21T13:58Z [---] followers, [---] engagements


"$ALLR Unlike other microcap biotechs $ALLR is not reliant on toxic financing. No warrants no preferred overhang. Just common stock and cash to 2027"  
[X Link](https://x.com/Ceazar_Black/status/1958529048327426451)  2025-08-21T13:58Z [---] followers, [---] engagements


"@Jim_Rothman Ty"  
[X Link](https://x.com/Ceazar_Black/status/1958538180589699328)  2025-08-21T14:34Z [---] followers, [--] engagements


"$ALLR 14M shares*$10/shr=$140m mkt cap $ALLR Congratulations to all We know what we have here. No reason this should be under $10 with this news. $ALLR Congratulations to all We know what we have here. No reason this should be under $10 with this news"  
[X Link](https://x.com/Ceazar_Black/status/1960379937128423599)  2025-08-26T16:32Z [---] followers, [----] engagements


"$ALLR A Deep Value Biotech Turnaround(Recap w additional updates). Lets break down why Allarity Therapeutics (NASDAQ: ALLR) is fundamentally mispriced today and why the setup points to double and tripledigit upside. 1/n"  
[X Link](https://x.com/Ceazar_Black/status/1960584765628707289)  2025-08-27T06:06Z [---] followers, [----] engagements


"$ALLR went from toxic financings delisting risk and lawsuits to a cleaned-up balance sheet. New leadership eliminated preferreds converted warrants paid off debt and cut burn from $1.4M/mo to $0.5M"  
[X Link](https://x.com/Ceazar_Black/status/1960584768430727298)  2025-08-27T06:06Z [---] followers, [---] engagements


"$ALLR downside is limited. With $25M in cash and a $15M market cap investors are buying $15 min for $1.50 while getting a Fast-Tracked oncology pipeline for free"  
[X Link](https://x.com/Ceazar_Black/status/1960584797224624301)  2025-08-27T06:06Z [---] followers, [---] engagements


"$ALLR float is tiny (17M shares). A buyback authorization ($2.5M left) plus any sustained buying could trigger a sharp short squeeze. Thats upside optionality not the core thesis"  
[X Link](https://x.com/Ceazar_Black/status/1960584800013836413)  2025-08-27T06:06Z [---] followers, [---] engagements


"$ALLR The asymmetry is staggering: downside limited by $17M cash vs $20M market cap while upside is $510B if Stenoparib repeats Niraparibs trajectory. $ALLR is the definition of a mispriced biotech(esp now w truncated timeline w FDA fast track)"  
[X Link](https://x.com/Ceazar_Black/status/1961042412832256256)  2025-08-28T12:25Z [---] followers, [---] engagements


"$ALLR Under previous management the company was plagued by irresponsible financings bloated cash burn and too many unfocused assets. Shareholders suffered while capital was wasted"  
[X Link](https://x.com/Ceazar_Black/status/1961302759677775999)  2025-08-29T05:39Z [----] followers, [---] engagements


"$ALLR In late [----] Thomas Jensen became CEO. Over the past [--] months he has: Cut cash burn by 75%+ Eliminated non-core deadweight assets Streamlined operations Cleaned up the balance sheet (no toxic warrants or debt) This reset the company"  
[X Link](https://x.com/Ceazar_Black/status/1961302761758220607)  2025-08-29T05:39Z [---] followers, [---] engagements


"$ALLR With a clean cap table and 14M shares outstanding $17M cash and no debt Allarity is now lean and aligned. Compare that to where it was just two years ago-this is a true turnaround"  
[X Link](https://x.com/Ceazar_Black/status/1961302763536580659)  2025-08-29T05:39Z [---] followers, [---] engagements


"$ALLR The crown jewel is stenoparib (E7449 2X-121) a unique dual PARP & tankyrase inhibitor originally discovered by Eisai. Eisai divested oncology assets to focus elsewhere-just like Merck did when Tesaro licensed niraparib for only $7M"  
[X Link](https://x.com/Ceazar_Black/status/1961302765147128084)  2025-08-29T05:39Z [---] followers, [----] engagements


"$ALLR That Merck-to-Tesaro deal transformed niraparib (Zejula) into a blockbuster. Tesaro was later bought by GSK for $5.1B despite niraparib generating just $166M sales at the time . History could rhyme here with Allarity and stenoparib. Read about it: https://www.biospace.com/pharma-s-biggest-losses-once-dropped-drugs-make-lucrative-comeback https://www.biospace.com/pharma-s-biggest-losses-once-dropped-drugs-make-lucrative-comeback"  
[X Link](https://x.com/Ceazar_Black/status/1961302767009488993)  2025-08-29T05:39Z 10.5K followers, [----] engagements


"$ALLR The regulatory path is opening fast. FDA has just granted Fast Track in ovarian cancer Fast Track can enable rolling review accelerated approval or even skipping Phase [--] if data are compelling Orphan + Breakthrough designations may follow"  
[X Link](https://x.com/Ceazar_Black/status/1961302784315171246)  2025-08-29T05:39Z [---] followers, [---] engagements


"$ALLR The Drug Response Predictor (DRP) adds another layer. It selects patients most likely to respond improving trial success odds. DRP has already been validated in partnerships including with Johnson & Johnson in prostate cancer"  
[X Link](https://x.com/Ceazar_Black/status/1961302786219319784)  2025-08-29T05:39Z [---] followers, [---] engagements


"$ALLR From near-collapse to potential breakthrough Allarity has rewritten its story. With Fast Track BID dosing optimization long-lasting patient responses and a unique mechanism stenoparib could become the next billion-dollar PARP case study"  
[X Link](https://x.com/Ceazar_Black/status/1961302797502087538)  2025-08-29T05:40Z [---] followers, [---] engagements


"$ALLR The market still values Allarity at microcap levels. If stenoparibs trajectory follows niraparib the re-rating could be dramatic. Investors are overlooking a turnaround story with a precedent for $5B+ outcomes. This is just getting started"  
[X Link](https://x.com/Ceazar_Black/status/1961302799112646869)  2025-08-29T05:40Z [----] followers, [---] engagements


"@CuLKN42 Ty 🙏"  
[X Link](https://x.com/Ceazar_Black/status/1961528732390486502)  2025-08-29T20:37Z 13.4K followers, [--] engagements


"$ALLR Some of the biggest drug wins in pharma were once failures. Dropped. Written off. Forgotten. Then new owners turned them into multi-billion-dollar blockbusters. Heres the history - and why Stenoparib fits the same pattern"  
[X Link](https://x.com/Ceazar_Black/status/1962701651023642630)  2025-09-02T02:18Z [---] followers, [----] engagements


"$ALLR Tzield (type [--] diabetes) Lilly dropped it in [----] after weak trial data Provention bought it for $6M FDA approved in [----] Sanofi acquired Provention for $2.9B (2023) Trash treasure"  
[X Link](https://x.com/Ceazar_Black/status/1962701652613292151)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR Momelotinib (myelofibrosis) Gilead bought for $510M (2012) Dumped for $3M (2018) Sierra fixed the trial design GSK paid $1.9B (2022) A 600x turnaround on a failure"  
[X Link](https://x.com/Ceazar_Black/status/1962701654286823761)  2025-09-02T02:18Z [---] followers, [----] engagements


"ALLR Lebrikizumab (atopic dermatitis) Roche sold for $80M (2017) FDA fast-tracked it Lilly paid $1.1B (2020) New owner new outcome"  
[X Link](https://x.com/Ceazar_Black/status/1962701656023298072)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR Zejula / Niraparib (PARP inhibitor) Merck sold for $7M (2012) Tesaro developed it GSK bought Tesaro for $5.1B (2019) Same class of drug as Stenoparib"  
[X Link](https://x.com/Ceazar_Black/status/1962701657554206993)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR Notice the theme: Big Pharma exits Smaller biotech takes over New strategy new data Science eventually wins. This is how value gets created in biotech"  
[X Link](https://x.com/Ceazar_Black/status/1962701659202548060)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR Stenoparibs story: Originally developed by Eisai Eisai didnt dump it for bad data They exited oncology altogether and offloaded their oncology assets Allarity picked it up and advanced it"  
[X Link](https://x.com/Ceazar_Black/status/1962701661408817442)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR Today Stenoparib is showing its potential: VA-funded Phase [--] in small cell lung cancer Fast Track in ovarian cancer Patients on therapy [--] months Oral dosing No BRCA mutation requirement"  
[X Link](https://x.com/Ceazar_Black/status/1962701664772661385)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR Compare to Zejula: Both are PARP inhibitors Zejula: $7M $5.1B buyout Stenoparib: broader patient pool cleaner profile Precedent is already set"  
[X Link](https://x.com/Ceazar_Black/status/1962701666496475196)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR History repeats: Tzield: $6M $2.9B Momelotinib: $3M $1.9B Niraparib: $7M $5.1B. Discarded blockbuster"  
[X Link](https://x.com/Ceazar_Black/status/1962701668069298363)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR Todays setup: Micro-cap valuation Government-funded trials Regulatory momentum Early durable efficacy signals Wall Street hasnt caught on yet"  
[X Link](https://x.com/Ceazar_Black/status/1962701669562482937)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR Investors mocked Provention before Sanofi paid $2.9B. They doubted Tesaro before GSK paid $5.1B. Today they doubt Allarity. The pattern is clear. $ALLR could be next. At least the VA seems to think so. https://allarity.com/press-release/allarity-therapeutics-announces-phase-2-trial-of-stenoparib-in-combination-with-temozolomide-for-recurrent-small-cell-lung-cancer-fully-funded-by-the-us-veterans-administration/"  
[X Link](https://x.com/Ceazar_Black/status/1962701671164792884)  2025-09-02T02:18Z [---] followers, [---] engagements


"$ALLR No one ever argues on Allaritys true value based on facts if they do it's because they lack vision on how quickly this can become $15-20. I remember last yrs $DRUG (also a ph2 company) for example.can happen real quick especially w stacked catalysts"  
[X Link](https://x.com/Ceazar_Black/status/1962873021904961842)  2025-09-02T13:39Z [---] followers, [----] engagements


"$ALLR Allaritys turnaround is anchored by one of the most seasoned leadership teams in small-cap biotech. Each member brings 2030+ years of experience leading blockbuster launches multi-billion-dollar deals and transformative programs"  
[X Link](https://x.com/Ceazar_Black/status/1963230168543019234)  2025-09-03T13:18Z [---] followers, [----] engagements


"$ALLR Jerry McLaughlin Chairman. 30+ years in life sciences. Has steered companies through IPOs acquisitions and commercial launches. Current CEO of Life Biosciences. Past CEO of Neos Therapeutics (sold to Aytu) and AgeneBio. Earlier senior posts at Merck Endo and NuPathe"  
[X Link](https://x.com/Ceazar_Black/status/1963230170149482552)  2025-09-03T13:18Z [---] followers, [---] engagements


"$ALLR Thomas H. Jensen- CEO & Co-Founder. 20+ years with Allarity from co-founding in [----] to now leading its global turnaround. Instrumental in creating the DRP platform. Deep track record in securing financing investor relations and building clinical labs in Denmark and US"  
[X Link](https://x.com/Ceazar_Black/status/1963230171978203443)  2025-09-03T13:18Z [---] followers, [---] engagements


"$ALLR Laura Benjamin PhD Independent Director. 25+ years in oncology innovation. CEO of BioHybrid Solutions. Former CEO of OncXerna. Ex-VP at Eli Lilly where she helped advance Cyramza across [--] major cancer indications. [--] years at Harvard Med with NIH-funded cancer research"  
[X Link](https://x.com/Ceazar_Black/status/1963230173865578890)  2025-09-03T13:18Z [---] followers, [---] engagements


"$ALLR Jesper Hiland Independent Director. 30+ years in global pharma. Former President of Novo Nordisk US where he built the entire US commercial infrastructure. CEO of Radius Health & Global Commercial Officer at Ascendis. Expert in pricing launches& scaling worldwide"  
[X Link](https://x.com/Ceazar_Black/status/1963230175560130831)  2025-09-03T13:18Z [---] followers, [---] engagements


"$ALLR Jeremy Graff PhD President & CDO. 25+ years in translational oncology. Spent nearly [--] yrs at Lilly enabling [--] oncology assets including blockbuster Verzenio. [--] publications 22000+ citations. Strategic voice in cancer development w board roles at IN8bio and others"  
[X Link](https://x.com/Ceazar_Black/status/1963230177736937817)  2025-09-03T13:18Z [---] followers, [----] engagements


"$ALLR The FDA granted Stenoparib Fast Track in ovarian cancer. That means a potentially shortened path to approval. In certain cases Phase [--] data alone has been enough to secure accelerated approval. This dramatically reduces development risk"  
[X Link](https://x.com/Ceazar_Black/status/1963643356258689511)  2025-09-04T16:40Z [---] followers, [---] engagements


"$ALLR is fully funded into [----]. Burn rate cut by 75%. No debt no toxic securities. A clean balance sheet is rare in microcap biotech. This gives the company the luxury of advancing trials without diluting shareholders"  
[X Link](https://x.com/Ceazar_Black/status/1963643358431097036)  2025-09-04T16:40Z [---] followers, [---] engagements


"$ALLR Precedent: Tesaro licensed Niraparib from Merck for just $7M upfront. Within [--] years it was sold to GSK for $5.1B - before the drug even reached peak sales"  
[X Link](https://x.com/Ceazar_Black/status/1963643360490492117)  2025-09-04T16:40Z [---] followers, [---] engagements


"$ALLR Tesaros valuation hit $1B+ well before FDA approval based only on clinical data in ovarian cancer. By the time GSK acquired them Niraparib sales were just $166M annually. Yet the strategic value drove a $5B price tag"  
[X Link](https://x.com/Ceazar_Black/status/1963643362864402884)  2025-09-04T16:40Z [---] followers, [---] engagements


"$ALLR imo where should the stock trade today With $17M cash no debt funding secured Fast Track designation and Phase [--] data in hand a fair de-risked floor valuation is at least $220$250M"  
[X Link](https://x.com/Ceazar_Black/status/1963643373534822658)  2025-09-04T16:40Z [---] followers, [---] engagements


"$ALLR At 14M shares outstanding that implies $15$18/share now. Still microcap. Still under the radar. But a massive re-rate from current levels"  
[X Link](https://x.com/Ceazar_Black/status/1963643375644479740)  2025-09-04T16:40Z [---] followers, [---] engagements


"$ALLR Hope y'all had a great weekend We haven't even begun. Just a small nibble"  
[X Link](https://x.com/Ceazar_Black/status/1964904065688842676)  2025-09-08T04:10Z [---] followers, [----] engagements


"$ALLR Beyond ovarian: In Mar [----] the US Veterans Administration switched its fully-funded Phase [--] trial in small cell lung cancer from Niraparib (a J&J-licensed drug) to Stenoparib. Thats government validation money cant buy"  
[X Link](https://x.com/Ceazar_Black/status/1965455720503280119)  2025-09-09T16:42Z [---] followers, [---] engagements


"$ALLR Valuation shouldnt be viewed as a revenue multiple story. Allarity is best understood through the lens of strategic oncology M&A - where large pharma routinely pays billions for differentiated PARP assets and precision platforms"  
[X Link](https://x.com/Ceazar_Black/status/1965455730473062844)  2025-09-09T16:42Z [---] followers, [---] engagements


"$ALLR Precedent deals: Tesaro (Niraparib) GSK paid $5.1B in [----] despite $200M sales. Foundation Medicine (companion diagnostics) Roche $2.4B in [----]. Grail (liquid biopsy) Illumina $8B in [----]. Even distressed PARPi assets like Clovis fetched $700M EV"  
[X Link](https://x.com/Ceazar_Black/status/1965455732360556997)  2025-09-09T16:42Z [---] followers, [----] engagements


"$ALLR With just 14M shares outstanding even modest takeout math is eye-opening: $350M deal = $25/share. $1B strategic buyout = $70+/share. $23B if ovarian + SCLC data deliver = $140$210/share. Allaritys risk/reward is asymmetric floor is cash ceiling is M&A. Remember PARPi mkt is over $9B"  
[X Link](https://x.com/Ceazar_Black/status/1965455734407303355)  2025-09-09T16:42Z [---] followers, [----] engagements


"@Kfm29 GM imo this has many catalysts B4 that but of course anything can happen either way. and if there's an acquisition/partnership that can happen before as well"  
[X Link](https://x.com/Ceazar_Black/status/1965767246078505059)  2025-09-10T13:20Z [---] followers, [--] engagements


"$ALLR Good question. Worth clarifying: this patent is not about approving a patent for Stenoparib itself as far as I can read Its a method/biomarker/dosing patent not the core composition-of-matter patent (which Stenoparib already has via Eisai licensed exclusively to Allarity). $ALLR +11 months pending 10/3/24 Publication of patent US20240325396A1 Getting closer for any update or approval$ @Ceazar_Black @biotech_cash https://t.co/CZoPXET0Ys $ALLR +11 months pending 10/3/24 Publication of patent US20240325396A1 Getting closer for any update or approval$ @Ceazar_Black @biotech_cash"  
[X Link](https://x.com/Ceazar_Black/status/1966515279477010746)  2025-09-12T14:52Z [---] followers, [----] engagements


"$ALLR DRP - Precision Medicine Platform Allaritys DRP companion diagnostics continue to gain traction. At AACR [----] the Daratumumab-DRP poster showed the ability to predict response in multiple myeloma. The platform is revenue-generating via partnerships and enhances Stenoparibs profile by selecting responders"  
[X Link](https://x.com/Ceazar_Black/status/1967587128834916389)  2025-09-15T13:51Z [---] followers, [---] engagements


"$ALLR Financial Setup $17M cash debt-free runway into [----]. Market cap still in microcap territory ($25M recently) implying little credit for clinical assets. No toxic financing overhang"  
[X Link](https://x.com/Ceazar_Black/status/1967587130592702703)  2025-09-15T13:51Z [---] followers, [----] engagements


"$ALLR Comparables Tesaros niraparib (Zejula) went from being shelved at Merck to a $5.1B acquisition by GSK in [----] after showing strong ovarian cancer data. Stenoparib is following a similar path but with potential advantages: activity in BRCA-wild type CNS penetration and less myelotoxicity"  
[X Link](https://x.com/Ceazar_Black/status/1967587132442091534)  2025-09-15T13:51Z [---] followers, [---] engagements


"$ALLR 7/ From a regulatory angle FDAs Aug [----] draft guidance reaffirmed Overall Survival as the gold standard for oncology approvals. Stenoparibs [--] mo mOS directly aligns with this new standard. https://www.fda.gov/regulatory-information/search-fda-guidance-documents/approaches-assessment-overall-survival-oncology-clinical-trials https://www.fda.gov/regulatory-information/search-fda-guidance-documents/approaches-assessment-overall-survival-oncology-clinical-trials"  
[X Link](https://x.com/Ceazar_Black/status/1970135098256244843)  2025-09-22T14:36Z [---] followers, [---] engagements


"$ALLR 8/ Comparisons: Elahere (ImmunoGen/AbbVie): $10B buyout driven by [--] mo OS in FRA+ PROC Corcept: $8B mkt cap relacorilant in PROC but no approvals & no OS [--] mo data Allarity: $15M mkt cap now showing record survival in PROC"  
[X Link](https://x.com/Ceazar_Black/status/1970135100223541654)  2025-09-22T14:36Z [---] followers, [---] engagements


"$ALLR Theres been a lot of noise the past few days about new filings. Lets set the record straight. The Sept [--] private placement: Allarity sold 760k common shares at $1.60 and 802k pre-funded warrants at $1.5999. Total gross proceeds = $2.5M. Buyer - 3i LP"  
[X Link](https://x.com/Ceazar_Black/status/1971574685474173347)  2025-09-26T13:56Z [---] followers, [----] engagements


"$ALLR Those warrants arent freebies - theyre essentially shares paid for upfront with only a nominal exercise price left. Effectively 3is cost basis is $1.60 across the board"  
[X Link](https://x.com/Ceazar_Black/status/1971574687500235037)  2025-09-26T13:56Z [---] followers, [---] engagements


"$ALLR The Sept [--] Form S-3 is not a new financing. It simply registers those 1.56M shares (stock + warrants) so 3i can resell them in the open market when they choose. Standard registration-rights deal"  
[X Link](https://x.com/Ceazar_Black/status/1971574689433813021)  2025-09-26T13:56Z [---] followers, [---] engagements


"$ALLR Important: If the stock trades at $1.50 why would 3i sell at a loss [--] days later lol They have no reason to dump right now. This is about giving them liquidity for later - likely into strength catalysts or volume.regardless size is quite small"  
[X Link](https://x.com/Ceazar_Black/status/1971574691212001540)  2025-09-26T13:56Z [---] followers, [---] engagements


"$ALLR 3i also negotiated a 90-day option to put in up to $7.5M more. If the stock is higher that option means fewer shares issued for more cash. for example if it trades at $5 then only another 1.5m shares if the choose to execute"  
[X Link](https://x.com/Ceazar_Black/status/1971574693082587466)  2025-09-26T13:56Z [---] followers, [---] engagements


"$ALLR Exactly. The Sept [----] 13G/A exit filing confirms 3i LP was wiped out after the 1-for-30 reverse split -they went from 5% ownership to 0%. Now theyre back putting in $2.5M at $1.60 with an option for $7.5M more. That speaks volumes about renewed confidence.I know there were others looking to get involved as well but imo they went w 3i because of their prior involvement and established relationship. https://www.sec.gov/Archives/edgar/data/1860657/000175392624001892/g084551_sc13ga.htm @Ceazar_Black I think the biggest positive here is that the Investor who got burned in the past with poor"  
[X Link](https://x.com/Ceazar_Black/status/1971578545940926835)  2025-09-26T14:12Z [---] followers, [----] engagements


"1/ $ALLR Allarity and Stenoparib have been getting a lot of attention. Im not here to preach just putting a few questions for those still skeptical out there"  
[X Link](https://x.com/Ceazar_Black/status/1973019458844426333)  2025-09-30T13:37Z [---] followers, [----] engagements


"2/ $ALLR The VA was running trials with niraparib a billion-dollar approved PARPi. Why would they switch away from that to stenoparib which isnt even approved yet"  
[X Link](https://x.com/Ceazar_Black/status/1973019470731133284)  2025-09-30T13:37Z [---] followers, [---] engagements


"3/ $ALLR Fast Track from the FDA. Do people really think the FDA just hands that out randomly"  
[X Link](https://x.com/Ceazar_Black/status/1973019482420601093)  2025-09-30T13:37Z [---] followers, [---] engagements


"4/ $ALLR Theres a new ovarian protocol thats enrolling patients right now. If this thing was dead why would anyone sign patients up"  
[X Link](https://x.com/Ceazar_Black/status/1973019494336586154)  2025-09-30T13:37Z [---] followers, [---] engagements


"5/ $ALLR First time survival in PROC has crossed [--] months on stenoparib. If it doesnt work explain that"  
[X Link](https://x.com/Ceazar_Black/status/1973019506030317667)  2025-09-30T13:38Z [---] followers, [---] engagements


"6/ $ALLR Some patients were basically on hospice and theyre still alive over two years later on this drug. If its worthless how does that happen"  
[X Link](https://x.com/Ceazar_Black/status/1973019518361604275)  2025-09-30T13:38Z [---] followers, [---] engagements


"7/ $ALLR Even BRCA wild-type patients where other PARPis usually flop are seeing benefit. If stenoparib is just another PARPi then why this"  
[X Link](https://x.com/Ceazar_Black/status/1973019530218860595)  2025-09-30T13:38Z [---] followers, [---] engagements


"8/ $ALLR 3i lost money here in [----]. So why are they back now putting in more cash You think theyre doing it for fun"  
[X Link](https://x.com/Ceazar_Black/status/1973019541858054313)  2025-09-30T13:38Z [---] followers, [---] engagements


"9/ $ALLR Management spent $2.6m to buy back 2.46m shares in Q2. If they thought this was going straight to dilution oblivion why would they do that"  
[X Link](https://x.com/Ceazar_Black/status/1973019553472073786)  2025-09-30T13:38Z [---] followers, [----] engagements


"10/ $ALLR FDA Fast Track. VA trial funding. Patients living years longer. Institutions buying back in. Are we really saying all of these groups are clueless .just a few questions for the skeptics.for me stenoparib was always incredible just old management was awful"  
[X Link](https://x.com/Ceazar_Black/status/1973019565279072333)  2025-09-30T13:38Z [---] followers, [---] engagements


"$ALLR About the SPLENDOUR trial In the SPLENDOUR trial [---] patients with advanced lung cancer received cisplatin- or carboplatin -based therapy. umor samples from [--] cisplatin-treated and [--] carboplatin-treated patients were available from ETOP and met quality criteria for platinum sensitivity analysis. This enables CHOSA to leverage biopsies from an already completed high-quality study and in a highly cost-effective manner obtain independent blinded valuable clinical data to support commercialization. Platinum drugs are used in nearly all treatments of lung cancer and CHOSA has assessed the"  
[X Link](https://x.com/Ceazar_Black/status/1973155743852360180)  2025-09-30T22:39Z [---] followers, [----] engagements


"$ALLR The FDA gave Spruce Breakthrough based on data from only [--] patients with Sanfilippo Syndrome Type B. That small dataset showed a clear biological response clinical benefit and an excellent safety record. That was all it took"  
[X Link](https://x.com/Ceazar_Black/status/1975299190118130107)  2025-10-06T20:36Z [---] followers, [---] engagements


"$ALLR So lets line it up: -Unmet medical need ✓ -Durable clinical benefit ✓ -Clean safety profile ✓ -Small but convincing dataset ✓ -FDA Fast Track precursor ✓"  
[X Link](https://x.com/Ceazar_Black/status/1975299195633606969)  2025-10-06T20:36Z [---] followers, [---] engagements


"$ALLR Given that Stenoparib already holds Fast Track designation the probability of Breakthrough Therapy status now sits in the 8090% range as additional data mature. The bar that Spruce cleared Allarity is already standing on it"  
[X Link](https://x.com/Ceazar_Black/status/1975299197441356076)  2025-10-06T20:36Z [---] followers, [---] engagements


"The FDA is clearly rewarding durability + safety even in small well-defined patient groups. Spruces move proves what that validation can mean for valuation. If $ALLR secures Breakthrough theres no reason for the market reaction not to be just as dramatic"  
[X Link](https://x.com/Ceazar_Black/status/1975299199165227188)  2025-10-06T20:36Z [---] followers, [---] engagements


"Durability in a population that should have relapsed long ago. A clean safety record that stands out in its class. And a biomarker platform guiding exactly who benefits. $ALLR has all the ingredients the FDA is prioritizing right now"  
[X Link](https://x.com/Ceazar_Black/status/1975299200863911992)  2025-10-06T20:36Z [---] followers, [---] engagements


"Breakthrough/orphan status isnt a long shot anymore its the logical next step. Todays $SPRB news shows what the FDA rewards. $ALLR is built on the same fundamentals: durability safety and precision. The next move could be decisive. Can happen sooner than you think"  
[X Link](https://x.com/Ceazar_Black/status/1975299202688401816)  2025-10-06T20:36Z [---] followers, [----] engagements


"$ALLR $SPRB parallels are uncanny. -ongoing mid/late stage ph2 -both small ph2 -No approved treatment options for this patient pop -great safety profile -Fast track -micro floats/mkt cap"  
[X Link](https://x.com/Ceazar_Black/status/1975308287676719176)  2025-10-06T21:12Z [---] followers, [----] engagements


"$gopro is a short"  
[X Link](https://x.com/Ceazar_Black/status/793281623059988484)  2016-11-01T02:40Z [---] followers, [--] engagements

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