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Biotech catalyst, news and analysis PDUFA tracker
Biotech catalyst, news and analysis PDUFA tracker
Part 2 moves from the sector to the stocks themselves. Each company is examined through the same lens: ticker, core asset, stage, regulatory standing, commercial position, why the market cares, bull case, bear case and the next likely stock-moving issues. The goal is not to crown a winner but to show what each public name really is today.
ONDS vs DRSHF (ASX:DRO) — Counter-Drone Deep Dive Comparison | Merlintrader EN IT Comparative Deep Dive ONDS vs DRSHF (ASX:DRO) — two ways to play the drone / counter-drone boom This report compares Ondas and DroneShield from every angle that…
A structured review built around the most relevant SEC filings from the last year, with special attention to what is real already, what is still mostly forward story, how the acquisition machine is being used to create revenue, and where the governance and financing risks are concentrated.
A comparative, long-form guide to the main quoted drone and counter-drone names retail investors keep putting in the same basket — from AeroVironment and Kratos to Ondas, Red Cat, Draganfly and Unusual Machines — with a focus on what each company really does, where the real business sits, and where the story is still more narrative than scale.
Executive summary
Rumble is no longer just a politically differentiated video platform. After FY 2025 results, the company is trying to present itself as a three-layer story: a creator and media platform, an advertising and subscription monetization engine, and a cloud / GPU infrastructure business that could become much more material if the Northern Data transaction closes.
The market is no longer treating Middle East escalation as a passing geopolitical shock. It is increasingly pricing it as a broader economic regime: one that reprices oil and LNG, lifts defense and dual-use space names, pressures airlines and small caps, and forces investors to rethink the physical vulnerability of cloud infrastructure
March is packed with biotech catalysts, but for many retail traders the shortlist comes down to three names: Lantheus, Aldeyra and Rocket Pharmaceuticals. They are very different stories — one radiopharma platform name, one dry-eye binary, one rare-disease gene-therapy approval setup — but all three have the ability to move fast around FDA timing, market expectations and headline interpretation.
Horizon Aircraft’s latest update was not about a signed order or a certification milestone. It was a commercial positioning update: management is now leaning harder on the argument that the Cavorite X7 could operate at materially lower cost than helicopters, while continuing a visible March–April industry-events circuit to keep the platform in front of operators, investors and policy stakeholders.
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 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 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).
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.
Altimmune closes 2025 with $274 million in cash and short-term investments and roughly $340 million pro forma after a January 2026 direct offering, while its lead asset pemvidutide moves toward a global Phase 3 trial in MASH and a key Phase 2 readout in alcohol use disorder (RECLAIM) expected in Q3 2026.
A narrative and technical deep dive on CorMedix after full-year 2025 and Q4 numbers: what DefenCath plus Melinta really changed, how the new P&L looks, and where the risk-reward sits going into 2026–2027.
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.
Positive topline Phase 2 results from a Columbia University-led study suggest that BXCL501 may match or outperform lofexidine in opioid withdrawal, with a cleaner tolerability profile. But BioXcel is still a small-cap with a fragile balance sheet: can this new data point reshape the long-term story for IGALMI/BXCL501 and the broader pipeline?
A detailed look at Palladyne AI’s fiscal 2025 numbers, backlog and capital structure after the latest annual report and guidance update.
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.
Aquestive remains pre-commercial on Anaphylm, with a manufacturing-driven revenue base, a sizeable cash cushion and a clearly negative EBITDA profile in 2026 as it funds the resubmission and maintains a pre-launch infrastructure.
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.