INKT MiNK Therapeutics Inc

$INKT Can you name a single Botech with the risk/reward profile as great as INKT? The TAM here is massive. Think about the years a drug must be in Trials to prove effectiveness for Prostate Cancer or even NSCLC, versus Trials on critically ill patients with ARDS, which will reveal results quickly.

$INKT As a final matter regarding the current Phase 2 ARDS study: • Regulatory Milestones: Management is preparing to meet with the FDA to discuss leveraging these Phase 2 results for sample-size re-estimation and transitioning directly into a seamless Phase 3 study design.

$INKT The initial subjects treated in MiNK Therapeutics' C-1300-02 Phase 2 trial were alive at Day 28 and showed significant clinical recovery, including improved oxygenation, resolution of acute respiratory distress syndrome (ARDS), return to spontaneous breathing, and removal from ventilator and vasopressor support. Clinical Status Details • Survival: 100% alive at the Day 28 primary endpoint. • Respiratory Function: Improved oxygenation and resolution of ARDS. • Support Removal: Liberated from mechanical ventilators and vasopressors. • Infection & Fever: Controlled baseline infections and became afebrile. • Biomarkers: Showed reduced inflammatory markers and tissue/immune recovery signals. • Adverse Events: No major serious adverse events attributed to the therapy.

$INKT US Clinical Site Expansion; The C-1300-02 Phase 2 trial initially launched and began dosing patients at the First Lviv Territorial Medical Union in Lviv, Ukraine. • U.S. Site Activation: Centers across the United States are actively expected to begin patient enrollment in September 2026 under an active U.S. Investigational New Drug (IND) clearance. • Projected Enrollment Pace: Once all selected global sites are active, MiNK Therapeutics expects an enrollment velocity of 4 to 8 patients per site monthly. • Late 2026: Continued site expansion and patient randomization across active U.S. and international centers. • Early 2027: The company plans to release additional clinical data from the escalating cohort. • First Half of 2027: MiNK expects to deliver the definitive preliminary readouts from the fully randomized portion of the Phase 2 trial.

$INKT massive spike potential $DPRO wedged between SMA200 and upper bollinger, strong potential, shorts in danger ⚠️

$INKT From Q2 10-K “We are collaborating with Orphan Drug Consulting to support physician-initiated requests for agenT-797 for individually identified patients. The program expands access for patients with serious unmet medical need and provides MiNK with program revenue for product supplied. Each request is initiated by the treating physician and remains subject to case-by-case Brazilian regulatory authorization . . . product will be supplied on a paid, per-patient basis in accordance with applicable Brazilian access regulations. The program may result in non-promotional income to MiNK while establishing the operational infrastructure needed to support responsible access to agenT-797 in additional international markets”

$INKT mah got goosebumps… big jump premarket still highly manipulated so no one can see it … love this play , I keep buying

$INKT What is the Net Present Value of Agent-797 when the drug hits the market in ‘28? NPV $1,518,243,459 Disc Finance Rate 30% Investment Cost ($25.0M) Profit Streams Yr ‘28 - $856.9M Yr ‘29 - $910.7M Yr ‘30 - $967.9M Yr ‘31 - $1,028.7M Assumption 1. The global ARDS market will be $3.46B in ‘26 and has a CAGR of 6.28%, and of that market 43.85% will suffer from moderate-to-severe hypoxemia Assumption 2. Big Pharma’s Cost-of-Capital for high risk assets is 30% and this will be our Discount Rate Assumption 3. Mink is producing and scaling Agent-797 and will probably incur costs of $25M Assumption 4 I have Agent-797 capturing only 50% of the entire Global ARDS market relating to moderate-to-severe hypoxemia

$INKT Article below is pertinent to NK Cells as well. Both IBRX & INKT are positioned well for the Paradigm change to Immunotherapy! Long overdue. Imagine, any of us could be critically ill with Cancer, Pneumonia/Sepsis with known treatments that work. FDA…your turn.

$INKT Shares O/S - 5,103,002 Adj Insiders - 2,749,855 Institutions - 275,709 Private Buy - 464,000 in May ’24 Shares available in Public Float - 1,613,438

$INKT I hope everyone is focused on risk / reward and fundamentals here. ST showing SP up big pre-market today … on a volume of 2 shares. Yeap, someone traded 2 shares, about $25, and moved the reported pre-market SP. Buy this one on future potential, LT outlook, no worries. 2 share trades … too funny.

$INKT the guy from agen inc. Will talk about agent t797 (minks product) … I’m thinking the stocks should correlate in price movement… that being said inkt is behind

$INKT rn the doubt is whether Lviv can provide good enrollment pace. First 2 pts were recruited over the course of ~1 month. Could they ramp it up and recruit the full n=10 run-in cohort by the end of this month? Then we could have 28 days data around the end of October. I don't think they can reasonably start the randomized portion without a full run-in dataset. I'm looking at that 90 days mortality endpoint with some concerns. Is that endpoint blocking too? That would put randomized portion start in January ;-/

$INKT welp ibrx and agen both seeing some gains while inkt consolidates… will inkt ever catch up