CADL Candel Therapeutics Inc

$CADL Tak is very paranoid about violating insider trading. When he starts getting weird, getting vague, deleting comments on x…something MIGHT be cooking behind the scenes.

$CADL very positive relative to initial trial design, and it was a bear case theme But now there's a new guideline. that came out 4 weeks ago, NCCN guidelines, which is completely consistent with what we have done in our clinical trial because the new change in the guidelines is that now for intermediate-risk unfavorable disease, the recommendation is to leave it to the shared decision-making between patient and physician. whether the patient will get short-term ADT. So it's very much in line with how we designed the protocol. So we think this is completely relevant.

$CADL $IOVA Good morning, Xanderz—thank you for sharing all this information; I know it takes time to put it together, so I truly appreciate it. From what I’ve read, things are looking quite hopeful, fortunately. I continue to have faith in the CEO and his team; they are on a mission, driven solely by a desire to help patients suffering from this terrible disease. It would be wonderful if the FDA could expedite the approval process so that people can get the help they need. Have a great rest of your Sunday—I’m looking forward to what tomorrow brings. 🙏🏻

$CADL The poster is Abstract 603 from SITC today (Nov 6) in Phoenix: Stanford and Candel’s multi-omics look at the phase 2 LuTK02 lung trial. It is not new survival data from a controlled study. It asks whether CAN-2409 (aglatimagene plus valacyclovir) actually turns the immune system on in people whose non-small cell lung cancer had already stopped responding to checkpoint inhibitors, and whether that activation lines up with living longer. In plain terms, it supports the “cold to hot” idea in lung cancer. After the injections, two things showed up together: killer immune activity rose inside the tumor, and the same kind of activity showed up in the blood, meaning the effect was not limited to the injected site. The T-cell repertoire also got more diverse, which means new T-cell clones appeared. That is the in situ vaccine pattern you’ve been asking about: the tumor itself supplies the antigens, and the immune system starts recognizing more of them.

$CADL very happy with being up 1% for the week. :). Hope everyone has a great weekend. See ya on Monday.

$CADL The MRNA figures and valuation are opening people's eyes to the enormous potential that CADL has. A hidden GEM ..

$CADL I’ve gone ahead and blocked that idiot, can3110. I don’t really like doing that, but I’d just about had enough of him.

$CADL my takeaway: 1)Tak is excited about the science, all this biomarker stuff makes an old professor like him giddy. Everything is encouraging, no red flags I could hear. 2)no comments at all re: BLA. not sure how to interpret, except that if he knew for sure it would be late, now would have been good time to signal that to market. I assume we are on track, but as he said nothing, who knows.

$CADL good day today. At the moment i'm pretty quiet here. A lot of stuff going on rn. Sometimes you can't focus on stocks that much. Went to the cinema with my boy yesterday. It was his first trip to see a movie on the big screen. Enjoyed a kids movie. Good dad-son-time. Let PPT handle our gem here. Keep track on whats important on a daily basis. The rest will pay out.

$CADL Bullish catalysts: Prostate cancer BLA submission targeted for Q4 2026. Potential FDA approval in 2027. Phase 3 lung cancer program provides significant upside optionality. Glioblastoma program adds longer-term potential. Approximately $200M cash at midyear, plus conditional $100M royalty financing. Substantial short interest creates squeeze potential. At roughly $8.75 and a $670M market cap, CADL looks attractive. My speculative 2–3 year base-case target is $15–20, with $30+ possible if commercialization and pipeline execution exceed expectations. Xander thank you very much . Hello to others here too

$CADL It is holding 8 yet again. It is not like an overvalued AI name or BP name. It never garnered a high valuation. Therefore the downside should be limited. And tomorrow we get the biomarker and shedding data.

$CADL payers focus on benefit vs risk; they like the one off treatment; no need of long term ADT; improved quality of life

$CADL it appears someone wanted in. I hope (& pray!) this is the start of our long-term reversal. 😎

$CADL No hot-air, No big-show. Just delivering ! Best science & mgt in Bio Buy - add and forget My #1 and by far biggest position The MC is a joke but just a matter of time ..

$CADL If you're using an AI to figure out the value of the stock, be sure to add: 1. 65k patients "TAM" receiving EBRT today is US only 2. 80% of the u.s. prostate oncology market is concentrated into LUGPAs 3. Indicative pricing range is $150K-250k per patient 4. SpaceOAR had a similar administration modality without survival benefit and got to 45k patients in the U.S. with a near vertical launch 5. CAN-2409 is off the shelf and stable at 4c - no cold chain required 6. KOLs describe it as "borderline malpractice not to use it" given efficacy and safety 7. 65k assumes zero surgery switching, and many KOLs think there's a case that some patients will switch. I have found many AI tools hallucinate problems like a need for complex cold chain storage or a fragmented oncology market, or use a lazy 30% penetration rate based on "that's a typical assumption" ignoring the specifics of this market and therapy. Add these 7 key facts and re run your analysis and ask what this is worth in 2028.

$CADL Next catalyst- Pan solid license Then BLA by 12/31. Hear me now and believe me later.

$CADL For the past couple weeks there has been a VWAP buy program being executed with a more aggressive trigger at 8. Buyer was unable to get a significant amount bought due to the stock's illiquidity. Obviously the buyer finally got more aggressive at 12:30 to make inroads on establishing a sizeable position. Probably wants to be complete prior to biomarker data at SITC. It only takes one buyer in an illiquid stock to move it. I strongly feel Tak now understands that the SP/valuation is predicated on substantive updates and will be an open book at Cantor. This newfound transparency will take it to new highs.

$CADL who here thinks glio is the sleeper hero for CADL? Updates might knock us out of the park.

$CADL no sellers, our time is coming for a squeeze. Still long and strong. Patiently waiting.

$CADL over 3 million in volume. Very nice. I remember when we started the down trend we had 3 million. Looks like like we move a lot higher from here.