ALEC Alector Inc

$ALEC 10+ - today's SEC filing confirms this is a definitive agreement, with $100M upfront, and Alector estimates pro-forma cash/investments of about $223.7M, funding operations into 2029.

$ALEC Why do I have this feeling that my 10k investment is gonna turn into 40k this week?

$ALEC analyst updates re:PT will come in the next few days. Prior to today's PR (with $100 million upfront payment) analyst targets ranged from a low of $2.88 and a high of $6. and risk of dilution is no longer an issue.

$ALEC this has seen one of the most strongest biotech positive news seen in a micro cap. Genentech signed a global license agreement for ALECs parkinsons therapy AL050. The deal was 1.27B including 100M upfront and 1.17B in milestones. Major tailwind for this microcap.

$ALEC the huge investment made a few days basically confirms we are expecting some good news from the trials on Tuesday should see $3+ easy

$ALEC Short interest 5-6% and they have 3-4 days to cover. Webiner presentation on Oct 13. Hopefully a nice bounce after these two things happen.

$ALEC Genentech/Roche is paying $100 million upfront for worldwide rights to ALO50 and may pay up to $1.17 billion more in contingent milestones, plus royalties.

$ALEC 🔥 Alector – More Than Just AL050 The Genentech/Roche deal puts AL050 in the spotlight, but Alector still owns a broader pipeline including AL137, AL164, ADP062 and ADP065, as well as its ABC brain-delivery platform. Genentech is taking over the development and associated costs of AL050, while Alector retains potential milestone payments of up to $1.17 billion plus future royalties. With substantial cash, a funded runway into 2029 and several additional wholly owned programs, the current valuation may significantly underestimate Alector’s broader pipeline and platform potential. AL050 may only be the beginning. 🧠🚀

$ALEC and it's statements like this from my experience that it is most likely going lower than 2.17

$ALEC Webinar Oct 13. Follows 1.27 bill license agreement with Genentech for Alector's Parkinson's AL050. Partnership infuses ALEC with $100 mill upfront, extending cash runway into 2029. ALEC will focus presentation on its wholly-owned portfolio, highlighted by three key assets targeting neurodegeneration: • AL137: A brain-penetrant, fully human anti-Aβ antibody designed for monthly subcutaneous administration to treat Alzheimer’s disease. Slated to enter Phase I clinical testing in the first half of 2027. • AL164: A wholly-owned siRNA program designed to inhibit tau synthesis, addressing Alzheimer’s disease and other tauopathies. • AL062: An alpha-synuclein-targeting siRNA research program intended for the treatment of Parkinson's disease Sorry for the long post. Cash runway through 2029 is huge.

$ALEC rough day. Weak hands in abundance thats for sure.. Its like so many have forgotten the fundamentals of dealing with shorts. Bulls have already paid for the stock and have no forced action, while a short has to buy shares to close the position. When the price rises, that forced buying pushes it up further.

$ALEC 🔥 Alector – an attractive takeover candidate? The current setup makes Alector increasingly interesting from an M&A perspective. The company is trading below its cash position, while the Genentech/Roche partnership represents a major milestone. A potential acquirer would gain not only the company at a valuation below cash, but also exposure to potential milestone payments exceeding $1 billion, future single- to double-digit royalties, and Alector’s technology platform. In my view, this creates a highly attractive strategic opportunity that may not yet be fully reflected in the share price.

$ALEC This is why I rarely go long nowadays. 100M cash injection and it poops out like China pump

$ALEC What people say, including you and your experience, have nothing to do with the fundamentals underpinning this stock.. the fair value plus liquidity profile just changed, and those with ep revenue forcast amounts to a fortified balance sheet and without a doubt, commands a revised valuation, and be rest assured it’s way more favourable than the current consensus which has not priced in today’s news.

$ALEC weakhands, please hold, you destroy our business. Hold it may hit $3. Hold Hold and Hold

$ALEC call me crazy, but wasn’t there good news today? If that can’t sustain higher prices, what news are you looking for that can?

$ALEC wil treat all longs and shorts lobsters all weak for dinner if this hits $3-4 ….$5 lmao $$$$$$$$$$$$ bullish :)$$$ after this dip

$ALEC I’m gonna go crazy now read this like a book and trunk hehe. … welling to give back 30% from shorting and now gong LoNg !!!$$$$$$$$ lmao Donnie is drunk as fuck lmao $$$$$$$$$ $4 soon maybe :))$$$

$ALEC alot of people are bewildered by the volatility of this stock. Major investors can deliberately short a stock while building or maintaining a long position. A sophisticated fund could theoretically establish a short position, pressure/benefit from lower prices, and use the resulting liquidity to accumulate a larger long position. Unfortunately, 13F long holdings don't show an institution's short positions, so public ownership data can make an institution look substantially more bullish than its actual net exposure. The floodgates of theories can overwhelm one's peace of mind. Keep calm and be patient. Don't become someone else's liquidity.

$ALEC This is my next banger! Made a killing off of VEEA. I think we’ll see over three dollars.