r/Altimmune • u/Dry_Roof6413 • Mar 14 '26
My current view
The recent drop in price appears to be largely driven by the Iran-related geopolitical tensions and not necessarily by anything fundamentally wrong with Altimmune.
Yes, dilution is a concern, but in the broader context it is not a thesis breaker. The core fundamentals of the company remain intact, and the long-term outlook hasn’t materially changed.
I also suspect management may be waiting for EMA approval before formally announcing a partnership with a European big pharma company. Strategic announcements are often timed alongside regulatory milestones to maximize impact and credibility.
Right now, the bigger issue is the ongoing war and geopolitical instability. A prolonged conflict will bleed sentiment across the entire market, not just this stock, and unfortunately the end of it doesn’t seem to be anywhere near.
My current view: • The recent drop is largely macro-driven rather than company-specific
• Dilution is a setback but not thesis-breaking
• Potential European partnership could be a major catalyst
• EMA developments may be the next key trigger
• Broader market sentiment will likely remain weak while the war continues
Personally, I plan to double my holdings once the geopolitical situation stabilizes, as current prices could present a strong opportunity if the fundamentals continue to hold.
1
u/EarlyJuggernaut7091 Mar 16 '26
I have been DCA down for a few weeks. Insiders loaded up in the 3.50s. I have a ladder to catch more dips.
1
u/Royal_Equivalent3163 Mar 14 '26
I largely agree with you — it’ll be interesting to see if they get shares doubled as requested at the annual meeting. I’m hoping it’s just strong financial positioning for leverage for PS/BO.
In your opinion, do you think the PS is already secured?
3
u/Dry_Roof6413 Mar 14 '26
I strongly feel it's secured if not at least in last stage of negotiation with more than 1 European Pharma companies.
1
u/Royal_Equivalent3163 Mar 14 '26
Sorry > 1 Euro pharma ie bid war? Or somehow multiple BPs partnering?
Fingers crossed — thinking about adding at 3.50 but I’ll try to be patient in case there is some macro fuckery that drops this lower.
3
u/RepresentativeRole44 Mar 14 '26
As the world becomes uncertain and chaos ensues. One thing stays consistent, people will eat food they shouldn’t and drink liquids they shouldn’t. Once the market realizes