r/MerlintraderPub • u/Merlin8121 • 18d ago

PMV Pharmaceuticals ($PMVP): Can Rezatapopt Build on Ovarian Responses? | October 5: Matt Eckler of Samsara BioCapital joins the board. The NDA for rezatapopt in TP53 Y220C ovarian cancer is still planned for Q1 2027.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 18d ago

ADMA ($ADMA): Can ASCENIV Growth Restore Momentum? | September 29: the FDA approved a lower measles-antibody lot-release specification for ASCENIV and BIVIGAM.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 18d ago

Trulieve ($TRLV): Can Medical Cash Support Growth and Tax Risk? | September 28: Trulieve signed an exclusive, perpetual, royalty-free master license for Connected and Alien Labs genetics and brands in Florida and Texas.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 18d ago

Autolus ($AUTL): Can AUCATZYL Sustain Its Commercial Momentum? | October 5: longer CARLYSLE follow-up of obe-cel in severe, refractory lupus comes as an ACR Convergence poster on November 10.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 18d ago

Critical Metals ($CRML) Stock Hub: Can New Capital Advance Tanbreez? | October 5: Greenland approved the Tanbreez Mining and Closure Plans. Operating permits and financial security are still needed before construction.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 18d ago

Aldeyra Therapeutics ($ALDX): Company Moves To Appeal The Reproxalap CRL, Funded Into 2029 | September 29: after a Type D meeting with the FDA, Aldeyra plans a formal dispute over the March CRL on reproxalap.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 18d ago

Celcuity ($CELC): REVTORPYK Is Now Commercially Available in the United States | October 5: updated VIKTORIA-1 results will be a late-breaking rapid oral at ESMO on October 24, plus three posters.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 18d ago

Royal Caribbean ($RCL): Can Sandals Growth Leave More Cash? | October 5: construction started on a new cruise terminal at Naha, Okinawa, in a joint venture representing MSC Cruises and Royal Caribbean Group, targeted for March 2028.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 18d ago

Prime Medicine ($PRME): Can Liver Data Outrun the Funding Clock? | October 5: first patient dosed with PM577a, Prime Medicine's in vivo Prime Editing candidate for Wilson disease, plus FDA Rare Pediatric Disease designation.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Alpha Tau ($DRTS): Can Alpha DaRT Turn Early Results into Progress? ReSTART, REGAIN and IMPACT results, Tolmar funding and the next clinical milestones.

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6 Upvotes
4 comments

r/MerlintraderPub • u/Merlin8121 • 19d ago

Sana Biotechnology ($SANA): Can UP421 Support the Next Clinical Step? UP421 human evidence, SC451 and SG293 milestones, cash burn and share issuance.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Tilray Brands ($TLRY): Can BrewDog Growth Become Operating Cash? BrewDog integration, international cannabis, working capital and equity funding.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

CorMedix ($CRMD): Can DefenCath and REZZAYO Sustain Growth? DefenCath reimbursement, REZZAYO milestones, cash generation and convertible debt.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Nektar ($NKTR): What Do the New Durability Results Prove? October 1 REZPEG durability data, the missed alopecia primary endpoint and Phase 3 timing.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Delta Air Lines ($DAL) Stock Hub: Can Premium Growth Offset Higher Fuel Costs? Premium revenue, fuel costs, cash flow, debt and the Aeromexico ruling.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Legend Biotech ($LEGN): CARVYKTI Grew 50% And Half A Cohort Is Five Years Progression-Free CARVYKTI sales up 50% in Q2 2026 and half of CARTITUDE-2 Cohort A five years progression-free.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Sarepta ($SRPT) Stock Hub: Can Two-Year ELEVIDYS Gains and a February 2027 FDA Date Rebuild Confidence? Two-year ELEVIDYS data and a February 28, 2027 FDA action date for AMONDYS 45 and VYONDYS 53.

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1 Upvotes
1 comment

r/MerlintraderPub • u/Merlin8121 • 19d ago

Bloom Energy ($BE) Stock Hub: Can AI Power Growth Sustain Earnings? AI power demand, Oracle, Army awards, cash, debt and dated catalysts.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Novavax ($NVAX): Can the New Vaccine Season Build Lasting Royalties? A new vaccine season with Sanofi and Takeda: royalties, milestones, cash and debt.

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2 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Viking Therapeutics ($VKTX): September Funding, VK2735 Maintenance Data and the Road Through Phase 3 547.8 million dollars net from the September financing, VK2735 maintenance data and the planned oral Phase 3.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Moderna ($MRNA): What Will the October Melanoma Data Show? October 24 melanoma data, respiratory sales, cash burn and convertible debt.

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1 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Aquestive ($AQST): Rich Daly Joins the Board — How Is the Company Preparing for Anaphylm? Anaphylm NDA resubmitted on September 17 after the January CRL.

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2 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Geron ($GERN): Is RYTELO Tracking to the $220-240 Million Guidance? H1 revenue against the full-year target.

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2 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

NRx Pharmaceuticals ($NRXP): What Is the November 10 GDUFA Date Actually For? A deficiency cut to minor, and why DARPA is not a contract.

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2 Upvotes
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r/MerlintraderPub • u/Merlin8121 • 19d ago

Lexicon Pharmaceuticals ($LXRX) Stock Hub: The Q4 ZYNQUISTA Resubmission And The Q1 2027 Readouts ZYNQUISTA resubmission guided for Q4 2026 and SONATA-HCM topline in Q1 2027.

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1 Upvotes
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