Whalatane
5 hours ago
They will need the $ for the Tumor HI P 3 trial thats about to ramp up.
Drug is currently in use at major research hospitals like Stanford
Rezolute’s EAP has demonstrated success in individual cases, particularly for tumor-mediated hyperinsulinism, leading to FDA clearance for a Phase 3 study in this indication. Patients in the EAP have experienced significant benefits, such as hospital discharge and resumed cancer therapy, highlighting the program’s role in addressing critical unmet needs.
The program operates under FDA’s expanded access framework, often called “compassionate use,” which allows access to investigational drugs like RZ358 (ersodetug), a monoclonal antibody that modulates insulin receptor activity to manage hypoglycemia.
Addressing critical unmet needs means fast tracked and high price for the drug on approval
Kiwi
Whalatane
1 day ago
Co's almost always raise $ within a day or two of positive data ...strike while the iron is hot etc . Yes ...implies no interest in their DME drug.
Groks take on the data
The interim analysis of Rezolute, Inc.'s (RZLT) Phase 3 sunRIZE study for ersodetug in congenital hyperinsulinism (HI), announced on April 23, 2025, provides significant insights into the trial's progress. Below is an evaluation based on available information, focusing on the implications of the Data Monitoring Committee's (DMC) recommendation and the trial's context.
Key Points from the Interim Analysis
DMC Recommendation:
The independent DMC reviewed unblinded interim data after approximately half of the enrolled patients completed primary assessments, focusing on hypoglycemia events as the primary endpoint.
The DMC recommended continuing the trial as planned without increasing the sample size. This suggests that the observed effect size and variability align with the statistical assumptions used in the original trial design, indicating the study is likely adequately powered to detect the pre-specified treatment effect.
Trial Status and Timeline:
Enrollment is on track to be completed by May 2025, with topline data expected in December 2025.
U.S. clinical sites are actively enrolling patients, expanding the global study’s reach.
Rezolute remains blinded to the interim data and statistical outputs, maintaining trial integrity.
Supporting Evidence:
The DMC’s recommendation aligns with prior Phase 2 RIZE study outcomes, real-world observations from Rezolute’s Expanded Access Program, and pharmacokinetic data from the sunRIZE study’s open-label arm. This consistency strengthens confidence in ersodetug’s potential efficacy.
Market and Sentiment Impact:
Posts on X reflect positive sentiment, with users noting the DMC’s recommendation as a procedural milestone and viewing the stock as undervalued, especially after a recent capital raise. However, some expressed mild concern about the timing of the raise diluting shares.
The announcement was seen as de-risking the trial, as no sample size adjustment was needed, reinforcing investor confidence.
Implications for Statistical Power and Trial Success
Adequate Powering: The DMC’s decision not to increase the sample size strongly suggests that the interim data showed an effect size and variability consistent with the trial’s design. In clinical trials, interim analyses assess whether the study remains on track to detect a statistically significant effect with the planned sample size. The lack of a sample size adjustment implies the trial is likely sufficiently powered, assuming no major deviations in the remaining data.
Efficacy Signals: While specific interim results (e.g., p-values or effect sizes) were not disclosed to maintain blinding, the DMC’s endorsement without modifications indirectly supports the hypothesis that ersodetug is performing as expected, especially given alignment with Phase 2 and real-world data.
Risk of Futility or Harm: The DMC did not recommend stopping for futility or safety concerns, which is a positive signal. In trials, DMCs may halt studies early if the treatment shows no chance of achieving significance (futility) or poses safety risks. The absence of such recommendations reduces these risks.
Potential Risks and Considerations
Interim Data Limitations: Interim analyses are based on partial data, and results can change as more patients are enrolled. For example, literature notes that interim results may overestimate treatment effects compared to final outcomes, and premature conclusions should be avoided.
Statistical Risks: Multiple interim analyses increase the risk of type I errors (false positives) unless adjusted for, though the sunRIZE study’s protocol likely includes methods like O’Brien-Fleming or Pocock to control this. The announcement did not specify the statistical approach, but adherence to rigorous standards is assumed.
Market Expectations: Positive sentiment on X could inflate expectations, but topline data in December 2025 will be the true test. If final results underperform interim signals, stock volatility could follow.
Rare Disease Context: Congenital HI is a rare condition, which may limit patient recruitment and generalizability. However, active U.S. site enrollment mitigates some recruitment concerns.
Comparison to Broader Clinical Trial Context
Similar Trials: In contrast to the HOVON 132 trial, where Bayesian interim analyses signaled futility early but the trial continued to a negative final outcome, RZLT’s DMC recommendation suggests a more promising trajectory.
Adaptive Designs: The sunRIZE study appears to follow a group-sequential design, common in Phase 3 trials, allowing interim checks without compromising statistical integrity. The lack of sample size adjustment contrasts with trials requiring increases due to lower-than-expected effect sizes.
Conclusion
The interim analysis of RZLT’s Phase 3 sunRIZE study is a positive milestone, as the DMC’s recommendation to continue without increasing the sample size indicates the trial is likely adequately powered and on track to detect a statistically significant effect on hypoglycemia events. Consistency with Phase 2 and real-world data further supports ersodetug’s potential efficacy, and the absence of futility or safety concerns reduces key risks. However, interim results are not definitive, and final topline data in December 2025 will determine success. Investors and stakeholders should remain cautiously optimistic, mindful of statistical risks and the rare disease context. For further details, refer to Rezolute’s official announcements or clinical trial registries.
I'm really impressed with the Grok AI
U still on the high seas ?
Kiwi
rosemountbomber
2 weeks ago
And, there are other people (Trump supporters) like Ben Shapiro and Ackman, and Druckenmiller calling out this stupidity. So far on the MAGA websites I check the commenters immediately trash anyone coming out bashing the Pres. Of course many of these don't have much on the line.
I guess I am always a day late. Bought stuff first thing Monday morning and felt good about the turn around that day. I thought today would be an up day and sure enough it started that way. My plan was to sell those Monday morning purchases on the start of Wednesday trading but obviously that should have been today. Unfortunately, I had to go to the Eye Doctor for an appointment and by the time I was out - and could see - the market had turned. My thought was to repurchase a testing of Monday lows, but even though I was thinking of buying the down opening tomorrow, I worry that if Monday's lows are taken out that things could go quite lower. For instance if you look at say, META, on a 2 year chart, it can still go quite a bit lower. Thought around 480 would be a good buy but if that doesn't hold it could be a long way down. Looking also to maybe get some CDs. I have some maturing in the next few months and although inflation will not be in check, I worry that between the economic slowdown and the market meltdown, the FED may be forced to drop rates sooner than later. When you are retired if interest rates drop in half, it can make a huge dent in one's income.
Everything including RZLT backed off today. But hopefully, RZLT doesn't have much more downside and we wait it out.
rosemountbomber
3 weeks ago
I know that although insiders buy because they think the shares are undervalued, they can sometimes be wrong. But today I was busy reshuffling my portfolio and had some extra cash left over so bought some more RZLT.
Of course the worst may not yet be over but a number of MAGATs have bashed the tariffs (Musk, Shapiro) and Congress is talking (they are good at that) about trying to stop it. As a matter of fact I read today where the U.S. Chamber of Commerce is contemplating taking the Administration to court. We shall see.
As far as AMRN goes, I was all set to dump a bunch today and throw that onto some beaten down techs, but they announced that they have given a board seat to Torok - the hedge fund guy who blasted them in a public letter a few weeks ago. My first gut reaction was that they brought him in to drown him out in the board room and get him to no longer utter his grievances in public. But JRoon on their iHub board thinks it may mean that management does have some plan going forward and brought him into the inner circle. We shall say. That made me hold off selling my shares today. That plus the fact that the premarket was so thin it was difficult to make a trade, and then I saw the news story.
Whalatane
3 weeks ago
A director also buying Wladimir Hogenhuis, serving as a Director for Rezolute, has purchased 6,758 Common Shares at a price of $2.92 per share, totaling $19,733. Following this transaction, Hogenhuis directly owns 84,025 Commo
So in the last wk or so ...Ceo , Cfo and a director ...all making open market buys !!
Kiwi
Whalatane
3 weeks ago
WASHINGTON, April 1 (Reuters) - The Trump administration began mass layoffs of 10,000 staffers at U.S. health agencies on Tuesday, according to multiple sources familiar with the situation, with security guards barring entry to some employees just hours after they received dismissal notices.
The cuts, which affect several high-profile agencies under the Department of Health and Human Services, including the FDA, CDC and the National Institutes of Health, are part of a broad plan by President Donald Trump and billionaire ally Elon Musk to shrink the federal government and slash spending.
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Any delay in approval = more cash spend
Kiwi
Whalatane
4 weeks ago
Open market purchase by Ceo
1. Name and Address of Reporting Person*
Elam Nevan C
(Last) (First) (Middle)
C/O REZOLUTE, INC.
275 SHORELINE DRIVE, SUITE 500
(Street)
REDWOOD CITY CA 94065
Code V Amount (A) or (D) Price
Common Shares 03/27/2025 P 12,302 A $2.845(1) 224,119 D
( 12,302 shares acquired at average cost of $2.845 - now owns 224,119 share direct )
Explanation of Responses:
1. The purchase price reported above is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.83 to $2.87, inclusive. The reporting person undertakes to provide to Rezolute, Inc.,, any security holder of Rezolute, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
Kiwi
Whalatane
4 weeks ago
Rezolute, Inc. (Nasdaq: RZLT), a late-stage biopharmaceutical company dedicated to developing transformative therapies for rare diseases with serious unmet needs, announced the appointment of Erik Harris to its Board of Directors, effective immediately.
Mr. Harris, who currently serves as Chief Commercial Officer and Executive Vice President at Ultragenyx, brings more than 20 years of biopharmaceutical expertise to Rezolute.
Kiwi
Whalatane
4 weeks ago
Big players in RZLT that just scored in SLNO
Holder Shares Date Reported % Out Value
Nantahala Capital Management, LLC 2.86M Dec 31, 2024 33.95% 8,145,248
Vivo Capital, LLC 2.8M Dec 31, 2024 33.23% 7,973,456
Binary event coming re their interim data
Kiwi
Trade like a pro: Leverage real-time discussions and market-moving ideas to outperform.
glenn1919
2 days ago
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