Mikita Sheleh
Poland
2m
📊 Stock Watch: KYTX (Kyverna Therapeutics) - (Not yet available on @eToro ) finance.yahoo.com/quote/KYTX ✅ What’s New & Why It Matters 🧪 Product Focus: • Lead candidate KYV-101 is a CAR T-cell therapy designed to treat autoimmune diseases. They've completed patient enrollment in the Phase 2 trial for Stiff Person Syndrome (SPS). Topline data + BLA submission expected in 1 half 2026. • Plan to start a Phase 3 trial in Myasthenia Gravis (MG) by end-2025; Phase 2 interim data anticipated in Q4. 💵 Financials: • Cash on hand ~$211.7M as of end-Q2 2025, enough to fund ops through 2027. • Q2 net loss was $42.1M vs $28.8M year ago; R&D costs rising. 🧑‍💼 Leadership Moves: • Appointed Dr. Marc Grasso as CFO. Over 25 years in biotech, capital markets & investment banking. Expected to bring financial discipline and help on next growth phase. 🌍 Recognition & Outlook: • Analysts maintain a “moderate buy” rating, citing steady interest in KYV-101, SPS data, and their expanding pipeline. • CEO Warner Biddle is presenting at major healthcare conferences in September, adding more visibility. www.stocktitan.net/news/KYTX/kyverna-therapeutics-provides-business-update-and-reports-second-iu7cdstgqolr.html ⚠️ What to Watch Out For • Losses increased year-over-year; financial discipline will be key. • Trials are early stage; regulatory milestones are ahead but not guaranteed. • Valuation is forward-looking; the upside potential is real, but risks are high. 🎯 My View I believe KYTX shows strong long-term potential, especially given its focus on autoimmune therapies. Although KYTX isn't on eToro yet, I've already taken a small position through another broker (for diversification). If it eventually becomes available here, I'd see it as a strong candidate for this portfolio as well.
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