Category Daily Hits

Hims & Hers Health ($HIMS): April 2026 deep dive after the GLP-1 reset, the Novo pivot, and the new peptide optionality

A full April 2026 Merlintrader-style update built on our prior HIMS work and focused on what changed since the last report: the Q4 and full-year 2025 numbers, the strategic reset in U.S. weight loss, the agreement with Novo Nordisk, the still-pending Eucalyptus acquisition, the slowing but still meaningful 2026 growth outlook, and the fresh peptide angle that has suddenly reopened part of the long-term story.

ImmunityBio (NASDAQ: IBRX) — FDA resubmission

What happened today
Today’s real headline is straightforward: ImmunityBio announced that it has resubmitted the supplemental biologics license application to the FDA for ANKTIVA plus BCG in patients with BCG-unresponsive non-muscle invasive bladder cancer with papillary disease.

According to the company, it had already submitted information requested by the FDA in February 2026, but in March the agency then requested updated efficacy information based on longer follow-up, which ImmunityBio says has now been included in the resubmitted package.

SeaStar Medical Holding Corp ( $ICU )

SeaStar Medical announced completion of the FDA-mandated enrollment requirement (50 patients) for the SAVE Surveillance Registry evaluating QUELIMMUNE safety in pediatric AKI with sepsis requiring continuous kidney replacement therapy (CKRT).

Ocugen Inc ( $OCGN )

Headline today: Ocugen will host its Q4 and full-year 2025 conference call and live webcast today at 8:30 a.m. ET (14:30 CET), giving investors a first chance to hear management on cash, strategy and the OCU400 program, just days after the company announced completion of enrollment in the Phase 3 liMeliGhT trial for retinitis pigmentosa.

Eton Pharmaceuticals Inc ( $ETON) Feb25 FDA OK

The U.S. Food and Drug Administration has approved DESMODA (desmopressin acetate) oral solution for the treatment of central diabetes insipidus, also known as arginine vasopressin deficiency (AVP-D), in adults and pediatric patients. This is the first and only FDA-approved ready-to-use oral solution of desmopressin, a meaningful upgrade in day-to-day management of this rare water-balance disorder.

Vanda Pharmaceuticals Inc ($VNDA)

The FDA has approved BYSANTI™ (milsaperidone) tablets as a first-line atypical antipsychotic for the acute treatment of manic or mixed episodes in bipolar I disorder and for the treatment of schizophrenia in adults. This is Vanda’s second FDA approval in under two months, following NEREUS™ for motion-induced vomiting prevention.

Geron Corp ($GERN) Feb 18 Update

Almost one month after our long-form report at around $1.30, Geron is trading near $1.80. A slow but steady grind higher, driven more by positioning and expectations than by new hard data – with the first catalyst window now approaching: Q4 earnings and the first full-year RYTELO outlook under the new CEO.