SRZN

$SRZN chatter on StockTwits

• 
  Peter@BuyoutBobby2d

  $SRZN the Surrozen Merck patent war is another reason why a buyout this summer makes sense. If you care about WNT patents and you want to influence Surrozen's defence against Merck then a buyout now makes sense because then you can still change the strategy and potentially the outcome of this patent battle. Regeneron has to care about it because they don't want that anybody else owns Eylea combination drugs. Merck could acquire Surrozen to avoid the patent battle and get next generation Restoret drugs. Roche already owns AntlerA's WNT patents and could be interested to get Surrozen's before starting the development of WNT drugs. Boehringer Ingelheim already licensed SZN-413 and has the Re-Vana deal so they need more drugs to make sustained release drugs. If somebody else acquirers Surrozen then 413 could be worthless.

  View on StockTwits ↗
• 
  JW@Jw2423d

  $SRZN 🥱 just a 673k share order at the bell

  View on StockTwits ↗
• 
  Peter@BuyoutBobby3d

  $SRZN more from Surrozen today. Daniel Chao had an interview and he published an article together with Diana Do(KOL also connected to Eylea/Regeneron). Hard to ignore for Regeneron. They have to make a move now or risk losing access to WNT drugs. https://www.retinalphysician.com/issues/2026/clinical-trials-at-the-summit/cts-szn8141/

  View on StockTwits ↗
• 
  Peter@BuyoutBobby3d

  $SRZN Surrozen hired Kirkland & Ellis for their patent defence against Merck. I was wondering if they have any connection to potential acquirers or if they worked for Regeneron; Roche or BI in the past.

  View on StockTwits ↗
• 
  Peter@BuyoutBobby3d

  $SRZN so around 250k-500k shares of Surrozen will go into index funds and will be more or less away from the tradable float. For a stock like Surrozen where we already have a very low free float this could be meaningful.

  View on StockTwits ↗
• 
  Peter@BuyoutBobby4d

  $SRZN Merck is also trying it in the US this is ongoing since February. https://ai-lab.exparte.com/case/ptab/PGR2026-00027/merck-sharp-dohme-llc-v-surrozen-operating-inc

  View on StockTwits ↗
• 
  Peter@BuyoutBobby5d

  $SRZN interesting Merck is starting to attack Surrozen's patents before Brunello trial results. That means Merck is afraid that our patents could block Restoret. That validates Surrozen as the company with the best WNT patent portfolio.

  View on StockTwits ↗
• 
  Peter@BuyoutBobby5d

  $SRZN some good news for the ophthalmology space today: Ollin raise with support from TCGX https://www.biospace.com/business/ollin-parlays-vabysmo-beat-into-330m-raise-to-test-eye-disease-drug-in-phase-3 Memento starts development of a Tie2 VEGF bispecific and somebody from Sanofi joins their board of directors https://www.ophthalmologytimes.com/view/memento-medicines-launches-with-93-million-series-a-to-advance-tie2-activating-bispecific-for-retinal-disease

  View on StockTwits ↗
• 
  Peter@BuyoutBobby6d

  $SRZN this week is Russell 3000 rebalance time so index funds will be forced to buy shares on Friday. Lets see how they will do it.

  View on StockTwits ↗
• 
  Peter@BuyoutBobbyJun 17

  $SRZN maybe that's why they are hiring because this guy is gone. Seems like 1 year ago they hired for the same part time contract position so maybe they want to fill that one again.

  View on StockTwits ↗
• 
  Peter@BuyoutBobbyJun 16

  $SRZN followers of Surrozen on Linkedin are increasing fast right now. Not sure if that's because they are hiring or if there's another reason. Normally they are getting maybe 1-2 new followers per day but since yesterday they got around 60 new followers.

  View on StockTwits ↗
• 
  Peter@BuyoutBobbyJun 15

  $SRZN from the CTS Retina event. Not sure if that data is old or new but they are pushing harder and harder and are getting more interest from other people/companies.

  View on StockTwits ↗
• 
  Peter@BuyoutBobbyJun 13

  $SRZN interesting Surrozen is hiring again but only part time contract positions for some months. That supports the idea that they don't want to grow the company and only need some support until a buyout is finished. Even though they lost multiple employees recently they never rehired somebody for those positions. And they don't hire any people for opthalmology clinical or regulatory functions. They work with what they have. They outsource a lot and keep the company lean and new hires are only part time contractors. A company that knows it has to build an organisation for years of clinical development wouldn't act like that.

  View on StockTwits ↗
• 
  Peter@BuyoutBobbyJun 11

  $SRZN Surrozen will present at this conference on the weekend.

  View on StockTwits ↗
• 
  Peter@BuyoutBobbyJun 9

  $SRZN TCGX bought heavily around $20-24 so this should be their buying zone now. If they don't buy more and also don't buy more if it goes lower then it probably means they are not allowed to buy shares right now. We all know what that could mean. Also Point72 was buying over $30 even though they know about the second tranche shares at $11.6. So that's also a good signal.

  View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.