XCUR Exicure Inc

$XCUR GLOBAL DD — PART 10 👀 Follow the CAR-T angle: 🔹 GPC-100/burixafor blocks CXCR4. 🔹 CXCR4 plays a key role in keeping certain cells anchored within bone marrow. 🔹 GPC-100 is designed to mobilize cells into circulation. 🔹 Phase II already demonstrated GPC-100’s stem-cell mobilization potential in multiple myeloma. 🔹 Now AptN is exploring something much bigger: using GPC-100 alongside in-vivo CAR-T. 🔹 The strategy could potentially make target cells more accessible in circulation. 🔹 AptN says a leading overseas in-vivo CAR-T company approached it regarding GPC-100 technology transfer. 🔹 Commercialization discussions are reportedly underway. 🔹 GPC-100 is also being developed across MM, AML + SCD. So this may no longer be just a stem-cell mobilization story. GPC-100 is potentially becoming a PLATFORM/COMBINATION asset. And $XCUR’s filed agreement sits directly in the GPC-100 rights story. That’s why the next licensing disclosure matters. 👀

The minimum of $5 million requirement has been temporarily postponed, but it can be active any moment. So, let's see nanocaps having above $6 million market cap that have very low daily volumes. Tricky stocks that can explode in a bullish environment. I will add some other criteria as well, like more than 30% insider ownership, less than 0.2 total debt to equity ratio. $XCUR under NASDAQ extension to regain compliance $MEGL negative EV but not much revenues ARBB negative EV, miniscule daily volume, last semester's results were much improved $VS, the same with ARBB, but low revenues STG weird case, the market doesn't trust the sky high cash and profitability of this Chinese stock $CLWT bullish setup, some volume also is required Disclaimer: Position in ARBB, watching CLWT & STG

$XCUR GLOBAL DD — PART 22 👀 FOLLOW THE FDA DESIGNATION: 🔹 Burixafor/GPC-100 received FDA orphan drug designation on Oct 22, 2024. 🔹 The designation covers stem-cell mobilization for autologous or allogeneic transplantation. 🔹 GPCR Therapeutics is the listed sponsor. 🔹 Orphan designation can provide significant development incentives. 🔹 Potential benefits include FDA fee exemptions and clinical trial tax credits. 🔹 If approved for the designated indication, the drug may qualify for 7 years of U.S. orphan exclusivity. 🔹 But designation does NOT mean FDA approval. 🔹 Burixafor remains unapproved for this indication. 🔹 The designation predates XCUR's January 2025 licensing agreement. BIG QUESTION: How could regulatory incentives affect GPC-100's eventual commercialization strategy? The FDA record is another piece of the global development story. $XCUR 👀

$XCUR GLOBAL DD — PART 21 👀 FOLLOW THE HIDDEN IP TERMS: XCUR's GPCR agreement contains overlooked patent provisions. 🔹 GPCR retains ownership of its underlying technology. 🔹 Improvements to GPCR technology generally belong to GPCR. 🔹 But XCUR receives a license to those improvements during the agreement's term. 🔹 That improvement license is royalty-free. 🔹 GPCR manages patent prosecution. 🔹 XCUR reimburses reasonable GPC-100 patent prosecution expenses. 🔹 For Combination Method patents, XCUR covers 50% of qualifying expenses. 🔹 If GPCR abandons a patent covering a product, XCUR can assume prosecution. 🔹 These provisions extend across XCUR's licensed territory. WHY IT MATTERS: XCUR's relationship involves ongoing IP rights, responsibilities and costs. The critical distinction: OWNING a patent and holding COMMERCIALIZATION RIGHTS are not the same thing. Understanding that difference is essential when evaluating $XCUR. 👀