Calls
1
u/CobraCodes
Reddit r/stocks
Win Rate
0.0%
return
-70.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 23
$10.77
-70.6%
Author argues KLRS offers asymmetry because TH103 was designed by the inventor of anti-VEGF therapy and Phase 1a showed +10 letter vision gain, ~95% fluid reduction, and 31% needing no retreatment for six months, which could extend dosing intervals in a $13-15B anti-VEGF market. The company trades at roughly $167M market cap with ~$120M cash (EV ~$90M), is funded into Q3 2027 with no forced raise before Phase 1b/2 data, and has ~82% insider ownership, ~28% short float, ~7.6 days to cover, and a ~$5M insider buy post-data. The catalyst is Phase 1b/2 durability data in H2 2026, where if durability holds, supply rather than demand becomes the problem. Main stated risk is that the thesis depends on durability holding in Phase 1b/2.
Pharma & Biotech
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u/CobraCodes has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: KLRS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
