AI transparency: articles and reports are produced with the help of artificial intelligence and checked through a process that does not constitute specialist validation. They may contain errors: verify relevant information with independent sources. Read the full disclaimer.
Tools I Use
Real-Time Market Scanner
Fast movers • Alerts • Momentum
10% OFF with SAVE10
Recommended Platform
Professional Trading Workflow
Charts • Watchlists • Multi-broker tools
Built for active traders
Merlintrader Trading Pub
Biotech catalyst, news and analysis PDUFA tracker
Merlintrader Trading Pub
Biotech catalyst, news and analysis PDUFA tracker
The Drone War Is Becoming an Industry: $ONDS, $RCAT, $DPRO and $AVAV Enter the Next Phase of Defense Autonomy
How $ONDS, $RCAT, $DPRO and $AVAV are turning defense autonomy into an industry: orders, manufacturing, cash, dilution and the next execution tests.
Bloom Energy, FuelCell and Plug Power: behind the rally, three different approaches to the race for energy
Bloom Energy, FuelCell and Plug Power: the rally, sector outlook, financials, contracts, liquidity and catalysts, with all three Stock Hubs.
Biotech Radar September 9, 2026: $ROIV, $BEAM, $UPB, $BMY
Biotech Radar: $ROIV, $BEAM, $UPB and $BMY report clinical progress. Mosliciguat, BEAM-302, verekitug and arlo-cel: evidence and next steps.
$PL $RKLB $SATL $LUNR: Space Stocks After the Selloff
Compare Planet Labs, Rocket Lab, Satellogic and Intuitive Machines: analyst targets, financial results and the next execution milestones after the selloff.
Ultragenyx ($RARE): A Falling Knife or a RARE Opportunity?
One failed Phase 3 trial erased roughly 44% of Ultragenyx's share price in a single session. But the company did not wake up on September 3 as an empty biotech shell. It still has a growing commercial business, a newly approved gene therapy, and a second gene-therapy FDA decision scheduled for September 19. The question is whether the market has correctly repriced a damaged platform—or thrown away too much with the failed Angelman program.
Biotech Radar: Evaluating $IONS, $STOK, $CLYM, $APVO
Merlintrader Biotech Radar · September 4, 2026 Biotech Radar — September 4, 2026: $IONS, $STOK, $CLYM & $APVO Lead an FDA, Dravet, IgAN and AML Tape Four companies sit at four different points on the biotech evidence ladder: Ionis has…
SELLAS Life Sciences ($SLS): What Does Sentiment Say Ahead of REGAL?
A multi-source reading of StockTwits, X, Reddit, Seeking Alpha, InvestorsHub, TradingView, management communication, reported short interest and the market itself — with social claims kept separate from verified clinical facts.
Russell Quarterly IPO Additions, September 2026: The Full Preliminary List, With $QNT, $FRVO, $HAWK and $COAG as Worked Examples
FTSE Russell's September 2026 quarterly IPO addition list: 36 new tickers joining the Russell 1000, Russell 2000 and Russell Microcap indexes, with $QNT, $FRVO, $HAWK and $COAG as verified worked examples and primary sources for every name.
$IBRX ImmunityBio: the Bladder Cancer With No Approved Option, and the FDA Decision Due in January
Five drugs are approved for bladder cancer that stops responding to BCG, and every one of them requires carcinoma in situ. For papillary-only disease there is nothing. ImmunityBio asks the FDA to change that on 6 January 2027.
Omeros ($OMER): The Biotech With No Perfect Peer
A primary-source Omeros deep dive: YARTEMLEA launch, TA-TMA evidence, capital structure, pipeline, peer stack, valuation logic, catalysts and risks.
$SLS SELLAS Life Sciences: AML in Second Remission, and What REGAL Is Testing
Acute myeloid leukemia in second remission is one of the few settings in oncology with no approved treatment at all. What that means, which medicines patients receive instead, and where galinpepimut-S would fit if the phase 3 succeeds.
Late-Summer 2026 Cruises: Carnival, Royal Caribbean and Norwegian ($CCL $RCL $NCLH)
Carnival, Royal Caribbean and Norwegian at the end of summer 2026: Q2 results, bookings, yields, fuel and fall/winter scenarios.
Late-Summer 2026 Rental Cars & Mobility: Avis, Hertz and Uber ($CAR $HTZ $UBER)
Avis, Hertz and Uber at the end of summer 2026: fleet utilization, pricing, bookings, cash generation and fall/winter scenarios.
Late-Summer 2026 Hotels: Hilton, Marriott and Hyatt ($HLT $MAR $H)
Hilton, Marriott and Hyatt at the end of summer 2026: RevPAR, pipelines, fee growth, openings and the next-season investment setup.
Late-Summer 2026 Airlines: American, Delta and United ($AAL $DAL $UAL)
A late-summer 2026 operating scorecard for American, Delta and United: Q2 results, fuel risk, demand quality and the fall/winter outlook.
$SPCX, $RKLB, $FLY, $LUNR: Who Is Most Exposed to America’s 1,000-Launch Space Policy?
America’s new space transportation policy targets more than 1,000 launches and reentries a year by 2030. SpaceX, Rocket Lab and Firefly are the clearest launch exposures; Intuitive Machines is the strongest lunar-logistics read-through. The policy is a strategic tailwind, not a contract or a funded revenue guarantee.
Who Will Be the Next Moderna? SLS, BEAM, NTLA and the Biotech Stocks That Could See the Next Major Re-Rating
Who will be the next Moderna? Analysis of SLS, BEAM, NTLA, CRSP, ARCT, SANA, PRME and BNTX: trials, cash, catalysts, risks and scenarios.
$TVTX vs $VERA: The Business That Already Exists vs the Upside That Could Become Enormous
Travere Therapeutics and Vera Therapeutics look like an easy pair to compare: both operate in rare kidney disease, both have major exposure to IgA nephropathy, and their flagship products will increasingly compete for attention from the same nephrologists. Yet investors are actually choosing between two almost opposite profiles.
You Are Not Holding a Stock, You Are Wearing Its Shirt: A Field Guide to Falling in Love With a Ticker
Nobody plans it. You do some research, you buy a small position, and eleven months later you are defending a company at two in the morning. The seven people in every ticker feed, the dictionary of the smitten, the four bills, and a cold test in four questions.
$MSOS $TLRY $CGC $ACB: Inside the 274 Pages That Closed the Cannabis Rescheduling Record
Every party in the DEA rescheduling case filed on August 17. The Government asked for Schedule III; all six other filings asked that marijuana stay in Schedule I. What the 274 pages say, what the sector reported, and which dates are real.
