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Planet Labs ( $PL ) Europe, defence and sovereign satellite demand

Planet is no longer a simple “satellite imagery story” to be judged on a vague promise of future demand. The company now sits at the intersection of recurring Earth-data subscriptions, defence and intelligence workflows, sovereign demand for dedicated capability, and a broader European push toward strategic autonomy in space and geospatial data. The stock has already been re-rated hard, so the real question is no longer whether Planet has become more relevant. It clearly has. The real question is whether this growing strategic relevance can convert into cleaner revenue quality, stronger margins, and a more durable case into the next earnings event.

Zeta Global Holdings Corp ( $ZETA )

Zeta Global ended 2025 with roughly $1.3 billion in revenue, high-20s growth, expanding margins and a still-modest GAAP net loss, while launching a strategic collaboration with OpenAI to power Athena, its enterprise AI marketing agent. The investment case now revolves less around “can they grow” and more around “can they sustain growth, expand margins and prove that their data and AI stack is truly differentiated.

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).

Atara Biotherapeutics (ATRA): after the new tabelecleucel update, a second attempt at an FDA path 

Two months after the FDA’s complete response letter on tabelecleucel for EBV+ PTLD, Atara and partner Pierre Fabre are back in Washington with a Type A meeting request and a thick briefing book. The goal is simple but ambitious: convince the agency that the data set behind EBVALLO, already approved in Europe, can still support a viable U.S. path despite the sudden change of tone on the ALLELE trial.

Castellum Inc ($CTM) – FY 2025 Results & 2026 Execution

On March 4, 2026, Castellum Inc. announced its unaudited FY 2025 financial results, and the numbers reveal a company that has fundamentally shifted trajectory. After years of acquisition-driven roll-up activity, balance sheet stress, and constant capital raises, CTM is now reporting organic revenue growth, positive adjusted EBITDA, and—perhaps most significantly—has completely eliminated all outstanding debt. This is not a dramatic overnight turnaround; rather, it is the culmination of methodical execution: progressive debt paydown, operational efficiency improvements, successful Navy contract wins, and a disciplined capital allocation strategy that prioritizes sustainability over growth-at-any-cost.

Verastem Oncology ( $VSTM )

First commercial year for AVMAPKI FAKZYNJA CO-PACK in KRAS-mutant LGSOC delivered $30.9M in net product revenue, Japan’s RAMP 201J bridged exposure and responses in both KRAS-mutant and wild-type disease, and management now promises a self-sustaining LGSOC franchise by 2H 2026 — with RAMP 301 confirmatory data only in mid-2027.

BriaCell Therapeutics Corp ( $BCTX ) Phase 3 BRIA-ABC

BriaCell Therapeutics Corp. is a clinical-stage immuno-oncology company developing cell-based therapies for advanced breast cancer and other solid tumors. The core asset, Bria-IMT™ plus a checkpoint inhibitor, is in a pivotal Phase 3 study (BRIA-ABC) in heavily pre-treated metastatic breast cancer (MBC) under FDA Fast Track designation.

Aurora Cannabis Inc ( $ACB ) Medical Cannabis Leader + Strategic Pivot to Global Markets

Aurora Cannabis is a Canadian medical cannabis company undergoing a strategic transformation. In Q3 FY2026 (ended December 31, 2025), Aurora reported estimated $94.2M CAD in net revenue (+7% YoY), with record medical cannabis revenue of $76.2M CAD (+12% YoY). The company is pivoting aggressively toward high-margin global medical markets (especially Germany, Poland, Australia, UK), exiting lower-margin consumer segments in Canada, and divesting its plant propagation business.

Klotho Neurosciences Inc. ( $KLTO )

EN IT NASDAQ: KLTO Klotho Neurosciences Inc. Gene Therapy for Neurodegeneration + Strategic Minerals Division Market Cap: ~$39.6M | Price: $0.54 | YTD: -86.2% Chart: 1-year daily bars | Current Price: $0.54 | 52-week range: $0.11–$3.91 Data as of March…