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…

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.

Mobix Labs Inc ( $MOBX )

Mobix Labs, a tiny defense and connectivity component supplier, just caught a massive bid after announcing a new production order for its high-reliability filtering component inside the U.S. Navy Tomahawk cruise missile program. Behind the headline, the story is a mix of real programs (Tomahawk, M-1 Abrams, drone platform), aggressive M&A, heavy dilution and a very tight liquidity position.

Another war in the “Gulf”

A few days after the first wave of attacks, the war is no longer just a story of missiles over Tehran. It now stretches from southern Lebanon to the Strait of Hormuz, from Syrian and Iraqi corridors to the LNG hubs of Qatar and Saudi Arabia, with oil and gas prices repricing risk in real time.

Intuitive Machines Inc ( $LUNR )

L3Harris selects Intuitive Machines to provide satellite platforms for the Tracking Layer of the Space Development Agency’s Proliferated Warfighter Space Architecture (PWSA): a key step in LUNR’s transition from “lunar lander pure play” to integrated space-infrastructure and defense supplier, with rapidly changing fundamentals and a capital-intensive profile.

Red Cat Holdings Inc ( $RCAT )

Red Cat has announced that Allen Control Systems (ACS), a specialist in autonomous precision weapon systems, is joining the Red Cat Futures Initiative – the company’s consortium aimed at accelerating advanced robotics and autonomy for modern warfare. The core of the deal is the integration of ACS’s Bullfrog system, an AI-driven robotic weapon station designed for counter-drone and precision engagement roles.

AST SpaceMobile Inc ( $ASTS )

Revenue $54.3M in Q4 · $70.9M in FY 2025
First year as a revenue-generating company: gateway deliveries and initial U.S. government contracts pushed 2025 sales to $70.9M, with Q4 alone at $54.3M. The model is still loss-making: FY 2025 net loss attributable to common stockholders was about $342M, with Q4 loss around $74M and EPS of –$0.26 per share.