LSTA

$LSTA chatter on StockTwits

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  Dan@skyrockets_Inc2d

  $LSTA Exactly as I predicted in my post below. The lawsuit is leverage to get Kuva to complete the offer as is (or reduced). Both sides have confirmed to me via email they are still open to it and currently working on it. I emailed CEO two days ago and just double confirmed that the relationship is not soured because of the lawsuit. Here is his response: " The simple answer is “yes” to the openness to a “fully funded legitimate offer” from Kuva. The filing of the suit is to recoup damages to our shareholders for their breach of contract. It would seem that the simplest way for them to make the suit go away would be to complete the deal they offered. DJM "

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  Biotech Pharma Investor@Biotech_Pharma_Investor6d

  $LSTA Kuva will either have to pay $2M (+ litigation) and get nth or find the cash and close the deal

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  Dan@skyrockets_Inc6d

  $LSTA 10Q shows 10m cash end of June 30, 2026. 1.2m in costs with workforce reduction, and burn of 3-4m in GA expenses puts this at 5m cash end of Sept 30, 2026. Likely has 7m in cash today + NASDAQ shell worth 7-10m. In an RM scenario the likely value would be 3m cash + NASDAQ shell = 10m or 1.10/share FLOOR valuation, giving ZERO value to assets. The math still supports the current PPS imo

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  Joda@majsterJodaAug 7

  $LSTA this should be priced below 50c

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  Joda@majsterJodaBearishAug 7

  $LSTA cash 8 mil - 70% workforce retention bonusess ... we can say 5 mil

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  TwongStocks@TwongStocksAug 6

  $LSTA 10-Q filed after hours today https://www.sec.gov/ix?doc=/Archives/edgar/data/320017/000032001726000038/lsta-20260630.htm • Cash is $10.44M as of June 30th. • They estimate that they will incur approximately $1.2 million of costs in connection with the reduction in workforce related to severance pay and other related termination benefits.

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  Joda@majsterJodaAug 6

  $LSTA they have less than 5mil cash this should fall soon

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  Dan@skyrockets_IncAug 4

  $LSTA PR today is in line w/ expectations of companies next steps. Proceed w/ litigation as discussed in previous filing, put pressure on Kuva (who is still actively working on funding) while proceeding w/ a secondary strategic alternative process likely looking for merger candidates. Option A). Kuva returns with FULLY FUNDED tender offer in 2.50-3.50/share range upfront --> LSTA accepts--> Stock pops--> Lawsuit dropped. Option B). Kuva does not return with offer, or returns with sub-par offer that LSTA rejects (i.e. $1/share range). --> Lawsuit proceeds --> LSTA finds RM candidate (5m in net cash + 5-7m in NASDAQ shell value puts deal value at $1.10/share MIN, w/ no value given to legacy assets). CFO is employed through Dec31 2026 so any deal will likely come months before then. Win-win solution either way imo.

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  Company@LandonCapitalAug 4

  $LSTA https://landoncapital.net/bad-breakups-lisata-nasdaq-lsta-sues-kuva-labs-after-merger-collapse/

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  TwongStocks@TwongStocksAug 4

  $LSTA SEC filing this morning. Reduction in force by 72% effective immediately. https://www.sec.gov/ix?doc=/Archives/edgar/data/320017/000114036126031028/ef20079399_8k.htm • Chief Medical Officer, Kristen Buck, was let go. • Chief Accounting Officer, James Nisco, was given a $200K retention bonus for continued employment through Dec 31, 2026. • Lisata filed lawsuit against Kuva Labs in the Court of Chancery of the State of Delaware.

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  Gunnar@Gunnar1Aug 4

  @skyrockets_Inc For now, I’m assuming the email is genuine. Given the 8-K filing submitted today and the statement that $LSTA has already filed a lawsuit against KUVA, this lawsuit could put some pressure on KUVA to resume negotiations - because KUVA knows that if a new agreement isn’t reached, the company faces claims for damages. This increases the pressure to present a viable financing plan. We’ll see...

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  Gunnar@Gunnar1Aug 4

  $LSTA Besides the other items of todays 8k like cutting workforce, this is interesting as well:

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  jorge .miguel@focafoca99Aug 4

  $LSTA is cutting its workforce by about 72% and terminating its EVP of R&D.

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  Gunnar@Gunnar1BullishAug 3

  $LSTA Daily chart. I like the combination of very oversold RSI and KDJ, the Keltner Channel and the trendlines. I know that TA is not always reliable for small cap biotechs, but nevertheless it can be a useful instrument IMO. I'm nibbling at these levels... No advice, you do you.

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  Dan@skyrockets_IncAug 3

  $LSTA 10-Q should be out this week. By my estimates they should have ~9m in cash. With 9m in cash, minimal burn, and a NASDAQ shell worth 7-8m, this ticker is worth easily 10-12m in a reverse merger scenario, or ~1.30/share floor valuation. This gives no premium to the merger or any value to any of the pipeline assets.

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