TDOC Teladoc Health Inc

Teladoc Health – From pandemic superstar to underpriced cash-flow machine?
Virtual care incumbent trading at about 0.6× revenue and mid-teens implied FCF yield, with a new CEO, a shrinking BetterHelp segment and a slow but steady reset toward profitable integrated care

Big Pharma Goes Shopping – Q4 2025 Biotech M&A Wave and When Retail Fantasy Came True

4 2025 turned into a real M&A season for Big Pharma: multi-billion deals in diagnostics, cardio-metabolic and rare diseases, plus a few cases where retail dreams of a buyout actually became reality. Below you find a structured overview of the main transactions, the strategic themes behind them and the “fantasy came true” section based on frequently mentioned retail ideas on social platforms.

TNGX Tango Therapeutics Inc

Tango Therapeutics (TNGX) – PRMT5, CoREST and a crowded short base into 2026 | Tango Therapeutics (TNGX) – PRMT5, CoREST e una base short affollata verso il 2026 English Italiano Ticker: TNGX (NASDAQ) Tango Therapeutics (TNGX) – PRMT5, CoREST and…

IBRX ImmunityBio Inc

On December 12, 2025, the European Medicines Agency recommended granting a conditional marketing authorization for ANKTIVA (nogapendekin alfa inbakicept) in combination with BCG for adults with BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with CIS, with or without papillary tumors – effectively mirroring the U.S. label in the EU and leveraging the pivotal QUILT-3.032 data set.

OCGN Ocugen Inc

November 2025 – In its Q3 2025 update, Ocugen reports 1.75 million USD in revenue and a net loss of about 20 million USD, with operating expenses of 19.4 million USD driven mainly by gene therapy R&D. Cash and equivalents stand around 33 million USD after a 20 million USD financing, which management believes funds operations into 2026.

GERN Geron Corp

After decades of telomerase debates and more than one boom-and-bust cycle, Geron finally has an FDA-approved product on the market. Rytelo is generating real revenue, IMpactMF is fully enrolled, and a very loyal retail base is watching every quarterly print and every slide deck, trying to understand whether this is the beginning of a long compounding story or just the payoff of a very long wait.

VKTX Viking Therapeutics Inc

Viking is trying to crash a party dominated by Eli Lilly and Novo Nordisk with a dual GLP-1/GIP agonist, VK2735, in both weekly injectable and daily oral forms. Phase 2 data are eye-catching, Phase 3 VANQUISH trials are fully underway, and the balance sheet is still heavy with cash – but there is real execution, timing and dilution risk.

IOVA Iovance Biotherapeutics Inc

6 November 2025 – Iovance reports Q3 2025 revenue of about $68 million, up 13% sequentially, with Amtagvi driving the growth. Gross margin improves to 43%, but the company still posts a net loss of over $90 million and burns cash.

DCTH Delcath Systems Inc

20 November 2025 – Delcath’s board authorizes a $25 million share repurchase program, at a time when the stock has dropped more than 50% in six months and trades close to its 52-week low around $8 per share. The program can be executed via open-market and privately negotiated transactions, with no fixed end-date, funded from cash and operating cash flow.

BHVN Biohaven Ltd

24 December 2025 – Biohaven reports that BHV-7000 did not meet the primary endpoint in a six-week Phase 2 MDD study (MADRS change vs placebo). Shares fall about 16–17% after hours. Management says it will stop psychiatric trials with BHV-7000 and focus 2026 resources on immunology, obesity and epilepsy.

RZLT Rezolute Inc

Rezolute (RZLT) Crash Story – sunRIZE Phase 3 Failure in Congenital Hyperinsulinism | EN/IT Crash Story · Biotech RZLT · Rezolute, Inc. Educational only – not investment advice EN IT Rezolute (RZLT) – When a Breakthrough Story Breaks Down From…

Nasdaq Delisting & Compliance 101

A practical guide for small traders: how the Nasdaq $1 rule really works, what “extensions” mean, and what the historic market reactions look like.

This article is informational and educational only. It is not legal advice, not investment advice and not a recommendation to buy, sell or hold any security.

CUE Cue Biopharma

This report focuses on three highly sensitive aspects of Cue Biopharma’s situation:

Equity structure and dilution history (last ~24 months) – public offerings, at-the-market (ATM) sales, pre-funded warrants and long-dated warrants.
Nasdaq minimum bid price rule (“$1.00 rule”) – including the deficiency letter sent on 12 May 2025, the initial 180-day window ending 10 November 2025, and Cue’s own statement in its Form 10-Q for the quarter ended March 31, 2025 that it may cure the deficiency via a reverse stock split if necessary.
Forward-looking pressure – what the next months look like, how much time the company realistically has, and in which window a reverse split becomes a likely tool if the share price does not recover.

IMRX Immuneering Corp

On January 7, 2026 Immuneering will host a conference call and webcast to present 12-month overall survival (OS) from its ongoing Phase 2a trial of atebimetinib (IMM-1-104) + modified gemcitabine/nab-paclitaxel (mGnP) in first-line pancreatic cancer. This is the logical follow-up to the 6- and 9-month data that have already attracted significant attention.

VTGN Vistagen Therapeutics Inc

VTGN – From Euphoria to PALISADE-3 Pain and the Road to the Next Readout | VTGN – Dall’euforia al crollo di PALISADE-3 e la prossima speranza Biotech | VTGN VistaGen Therapeutics – Social Anxiety & Pherine Story VTGN – From…

AMRX Amneal Pharmaceuticals Inc

On December 22, 2025 the FDA approved Amneal and mAbxience’s BLAs for Boncresa (denosumab-mobz), a biosimilar referencing Prolia, and Oziltus (denosumab-mobz), a biosimilar referencing XGEVA. The two brands target a combined U.S. market of roughly 5.3 billion dollars over the last 12 months, but join a denosumab biosimilar segment that has been filling up rapidly throughout 2024–2025.

TVTX Travere Therapeutics Inc UPDATE JAN 2

Travere Therapeutics has transitioned in 2025 from a “promising rare-disease biotech” into a genuine kidney franchise story. Filspari is fully approved in IgAN and ramping quickly, while the January 13, 2026 PDUFA on FSGS could make it the first FDA-approved therapy in that indication.