Fast movers • Alerts • Momentum
10% OFF with SAVE10
Charts • Watchlists • Multi-broker tools
Built for active traders
Biotech catalyst, news and analysis PDUFA tracker
Biotech catalyst, news and analysis PDUFA tracker
iBio (IBIO) has turned into a small but noisy name in the obesity-drug corner of biotech. It’s a micro-cap (~42–45M $) that has radically repositioned itself as an AI-driven antibody company for obesity and cardiometabolic disease, with a clear—if high-risk—angle: “post-GLP-1” biology focused on Activin E, myostatin/Activin A and the amylin receptor.
Companion EN/IT deep dive on Neurocrine Biosciences: INGREZZA as the main cash engine in movement disorders, CRENESSITY as the first new therapy for classic CAH in 70 years, and an expanding psychiatry pipeline (NBI-1117568 and related muscarinic programmes). Focus on 2025–2026 catalysts, risk map and how NBIX fits in a catalyst-driven biotech watchlist.
Incyte is a classic mid-cap biotech with a single dominant product (Jakafi) and a long history of oncology R&D. After several high-profile pipeline disappointments, the company has shifted from aggressive expansion to a more selective, risk-controlled development strategy.
ASGEVY hits primary endpoints in children 5–11 with SCD and TDT – global paediatric filings planned for 1H 2026
Context: ASH 2025 & pre-JPM 2026 – CLIMB-151 (SCD) and CLIMB-141 (TDT) paediatric cohorts (5–11 years).
Vertex has presented the first pivotal data for CASGEVY in children aged 5–11 with sickle cell disease and transfusion-dependent beta-thalassemia. In both Phase 3 trials, all evaluable patients with sufficient follow-up achieved the primary endpoints (absence of vaso-occlusive crises for SCD; sustained transfusion independence for TDT) with VOC-free and transfusion-free periods approaching two years in some cases. Safety so far remains consistent with the adult programme.
The 44th Annual J.P. Morgan Healthcare Conference is widely considered the most influential healthcare investment meeting in the world. Often described as the “Super Bowl of Healthcare”, it brings together more than 8,000 participants, including C-suite executives, institutional investors, policymakers, analysts and media.
Deep dive on KALA BIO after the CHASE Phase 2b collapse, the Oxford Finance default, David Lazar’s $6M rescue, and the December 26, 2025 completion of the $2M debt settlement that wipes out ~$10.6M in obligations.
Government money and Formula 1 DNA behind the Cavorite X7
In October 2025 Horizon announced an INSAT (Initiative for Sustainable Aviation Technology) grant to fund “Project CRYSTAL”, a 10.5 M CAD all-weather eVTOL programme focused on icing detection and protection. Horizon will receive about 2.0 M CAD in non-dilutive proceeds, working with the Flight Test Centre of Excellence (3C) and the University of Toronto on a propulsion system that can operate in conditions where most helicopters are grounded.
AUPH has been on every biotech retail watchlist since the January 22, 2021 FDA approval of LUPKYNIS (voclosporin) for lupus nephritis. The buyout never came, but the company did the one thing that really matters: it built a profitable, growing LN franchise.
Complete overview of the most talked-about direct-to-cell stock: technology, last 12 months, financials, ownership, analyst views, sentiment and key catalysts into 2026.
Key message: the FDA has granted Breakthrough Therapy and Fast Track designations to TARA-002 for the treatment of pediatric macrocystic and mixed cystic lymphatic malformations (LMs), on top of the existing Rare Pediatric Disease designation and inclusion in the FDA’s CMC Development and Readiness Pilot program.
This turns TARA-002 into a rare triple-designation asset in a high-need pediatric space, and gives Protara a clearly accelerated regulatory lane while the stock is still trading in single digits.
Key message: the FDA has granted Breakthrough Therapy Designation (BTD) to pemvidutide for the treatment of MASH, based on 24-week data from the Phase 2b IMPACT trial (company press release, Jan 5 2026 and IMPACT publication).
The stock immediately reacts with an intraday move around +15–20% (as reported by outlets like Seeking Alpha and Investing.com). This is not a random bounce, it is a repricing of regulatory risk.
Deep dive on Palladyne AI’s pivot into Palladyne Defense: SwarmOS, GuideTech, Crucis, BRAIN avionics, Banshee and SwarmStrike, with an ambitious target to more than triple 2024 revenue by 2026.
From PDUFA shocks to early 2026 catalysts: what just happened and what traders should watch next week.
Planet is not “just Earth pictures”. The platform revolves around three layers:
High-frequency global monitoring – PlanetScope / SuperDove for broad coverage and fast revisit.
High-resolution tasking – SkySat + Pelican for “tell me where and when to look”, with priority and higher detail.
Productised analytics / AI – events, alerts, indicators and workflows for defence, intelligence, maritime, disasters, insurance and supply chains, rather than raw pixels.
Applied Digital is heavily traded and highly volatile:
average daily volume in the tens of millions of shares,
beta comfortably above 2,
double-digit intraday swings on apparently minor news when shorts and options flows interact.
Moon lander headline magnet – LUNR is the equity proxy for Intuitive Machines’ IM-1 “Odysseus” and IM-2 “Athena” missions: the first U.S. soft landings on the Moon since Apollo 17 and the first commercial landers ever, even if both ended up tilted on their side.
Huge 2025/26 story arc – from tiny SPAC to front-page space company with NASA contracts, multiple CLPS missions and now a planned acquisition of Lanteris (Maxar Space Systems) that would take combined revenue to >850M USD with positive adjusted EBITDA and ~920M USD backlog.
Short-interest powder keg – short interest sits around 22–23% of the free float, with more than 25M shares sold short and days-to-cover in the 3–4 range: structurally squeezed stock by design.
Massive 2025 rerating – Planet’s stock is up almost 4x in 2025, with several single-day jumps of 30–50% after earnings and news. It went from being treated as a broken SPAC to a “space + AI + defence” favourite.
Backlog and cash have exploded – record backlog well above 700M USD, remaining performance obligations multiples of current annual revenue, and end-of-quarter cash and equivalents close to 700M USD.
Adjusted EBITDA finally positive – the latest quarters show positive adjusted EBITDA, with management promising a path toward sustainable profitability, even if GAAP net income is still deeply negative.
Huge 2025 comeback – after trading below 1 USD, OPEN staged a massive rebound, with the share price up roughly 400–450% in 2025 on the back of retail enthusiasm, leadership changes and a “short squeeze” narrative.
Real business, real losses – this is not a pre-revenue story. Opendoor generated 3.635B USD of revenue in the first nine months of 2025, but still reported a net loss of 204M USD over the same period.
Heavy balance sheet usage – the company ended Q3 2025 with 962M USD of cash and 1.79B USD of debt, for a net cash position of about −830M USD. This is not an asset-light software-only model.
TMC is not a traditional small biotech or junior miner. It is a high-beta small/mid cap trying to open an entirely new segment: harvesting polymetallic nodules on the ocean floor in the Clarion-Clipperton Zone, with the idea of feeding the electric-vehicle and strategic metals supply chain.
In 2025 the stock moved from just above 1 USD to a peak above 11 USD, closing the year still several hundred percent above the starting point. That kind of move puts TMC firmly on any “small caps of the moment” radar: strong narrative, strong retail interest, highly directional.
Market cap around 900–950M USD with a one-year increase above 200 percent.
Positioned at the intersection of AI, photonics and data centers, with optical engines and interposer technology at the core.
Recent production orders for POET Infinity optical engines, with shipments scheduled from the second half of 2026.
Extra attention after Marvell’s acquisition of Celestial AI, which uses POET’s technology.