RFL Rafael Holdings Inc - Ordinary Shares - Class B

$RFL Prespecified analysis: Among patients receiving background miglustat and/or leucine therapy (n=78), Trappsol® Cyclo™ indicating slowing of disease progression by 71% compared with placebo at Week 96 (LS mean change from baseline of 0.46 vs 1.57 points; difference −1.11 points [95% CI −2.19, −0.02]; p=0.046).

$RFL leucine is a food supplement and cheap. Insurers will prefer Trappsol+leucine over mypliffa+miglustat. It's a slam dunk approval for FDA and EMA.

$RFL the NNPDF have spoken.. these people know their Sh1t when it comes to NPC more then us vagabonds ".We at NNPDF are excited and encouraged to share promising topline results from the Phase 3 TransportNPC™ study of Trappsol® Cyclo™ for Niemann-Pick Disease Type C (NPC). While the study did not reach statistical significance, in a prespecified analysis 83% of study participants showed a statistically significant 71% slowing of disease progression among patients receiving background therapy. We are also encouraged by important survival findings in infantile-onset NPC. An 85% reduction in the risk of mortality . An expanded analysis found a 94% reduction in the risk of mortality. given the unmet need for treatment options for children affected by NPC very early in life and further support NNPDF’s continued work to advance newborn screening for NPC. the opportunity for earlier identification, diagnosis, and intervention is critically important. "

$RFL a little side note with some info that i think is pertinent….. when i looked into the Wits university study using our drug (months ago) to remove the cholesterol in TNBC patients, what they found was that it worked accept for the fact that the body’s response was to start producing even more cholesterol. the sub group in our NPC study demonstrates that if you combine it with an up-stream inhibitor, it’s highly effective. this gives me some confidence that we will prevail.

$RFL What's going on here? The data is very good. NDA in the fourth quarter. Conference call today at 8:30 add 2000 shares pm move long

$RFL Easy hold if you read and understand the science here. Easy to take a bearish stance if you assume all biotechs fail and don't look at the science.

$RFL A smidgeon of support from Jonas would help in the form of an at-the-market buy or the selling of a profitable subsidiary for non-dilutive cash. A rising price seems next to impossible with an equity raise looming. Perhaps Jonas likes issuing cheap and free shares at a low price to get even richer. Nice for him. Nice for Scott. Volume will only return if our CEO leads by example. But the peasants will smooch his butt on a falling price anyway. So, we dangle in the wind. Limply…

$RFL we are very fortunate that they had the foresight to include the sub group. it looks like it will be a painful wait for at least 6 months but at least hope is not lost. What seems clear is that cyclo works incredibly well in combination with other ”upstream” drugs and luckily most of the 94 patients were in that bracket.

$RFL Closure. Recalling the small group virtual chats with Scott and his excitement for this ‘asset’. There were signs at every corner, but I chose not to see them. Josh Fine with a $500K salary makes me sick.

$RFL It’s been a while. I probably lost 30k in this stock, back when it was Cyclo. Back then, it was fortune for me. As some of you may remember, I decided to cut my losses here a few years ago, based on the many red flags Cyclo was displaying. Constant delays on data, no partnership for either AD and TNBC, sketchy management, choppy market conditions, and, the nail in the coffin, a decisive detail for me: the fall of SEEL and Trehalose, a very similar sugar molecule to ours. I wish I had been wrong, for all of you that stuck around, but it is never a good sign when similar companies with similar molecules bite the dust. Many of us saw the potential, the mechanism of action made sense, but trials are there for a reason, and we can only guess based on how the company deals with it. Still, there will be volatility, and Jonas surely got a few tricks under their sleeve so this may briefly bounce. I ll keep watching. All the best to you guys, missing many of you.

$RFL I have been informed that the data results PR timeline has been extended to 2H26, so by Dec 31 at the latest. It is poor mgmt practice to announce timelines that you cannot meet, frustrating. They could have easily said 2H26 instead of 3Q.

$RFL Wednesday is the end of 3Q, top line results are expected to be announced this week...

$RFL Looks like someone SELLING ~2k of the Oct $5 puts at $3.20. Effectively buying the stock at $1.8.

$RFL still here still bullish. Depending on a few other stocks. Will add more here before data.

2-hours from market close and $RFL with a PHASE-3 readout in an ULTRA-RARE-DISEASE drug has less than $100K in overall market/trading interest. <$100K 😂 No, seriously, $100K. It’s almost worthy of the grief section at Hallmark Cards.

$RFL Serious treatment-emergent adverse events were more frequent: 35.9% versus 16.7% with placebo.

$RFL can I say one thing I’m never selling my shirts thank you very much for your attention😎😎😎

$RFL If there’s a remaining pulse, the trading week of September 21 starts a strong volume and price move to the upside sans news. Just no way there isn’t a move ahead of Q4. Right?

$RFL started a position in $ZVRA which is as i understand it the only competitor to RFL in Niemann Pick, and ZVRA has the only approved drug for it. GLTALs!!

$RFL Josh said on the call that they are aligned with FDA based on pre NDA meeting with the prv still on the table. What are everyone's thoughts on this becoming an option for patients?