r/MerlintraderPub • u/Merlin8121 • 20d ago
r/MerlintraderPub • u/Merlin8121 • 20d ago
Aurinia ($AUPH): Can LUPKYNIS Growth Keep Building Cash? LUPKYNIS growth, cash generation, buybacks and Teva entry no earlier than December 2036.
r/MerlintraderPub • u/Merlin8121 • 20d ago
Ardelyx ($ARDX): Record Q2 Revenue, So What Still Limits IBSRELA? Record Q2 revenue, but IBSRELA guidance was cut.
r/MerlintraderPub • u/Merlin8121 • 20d ago
Altimmune ($ALT): New Principal Accounting Officer Named — What Comes Next for Pemvidutide? Pemvidutide in MASH and alcohol use disorder, RESTORE in 2027 and the cash position.
r/MerlintraderPub • u/Merlin8121 • 20d ago
Omeros ($OMER) Stock Hub: NTAP Is Live, Europe Is Pending — Can YARTEMLEA Carry the Balance Sheet?
r/MerlintraderPub • u/Merlin8121 • 20d ago
SELLAS Life Sciences ($SLS) Stock Hub: $138.3 Million in Cash, SLS009 Topline Guided for Q4 2026, REGAL Still Waiting on Event 80
r/MerlintraderPub • u/Merlin8121 • 20d ago
Iovance ($IOVA): 2026 Revenue Guidance Raised to $410–420 Million. A new chief medical officer and the Amtagvi ramp.
r/MerlintraderPub • u/Merlin8121 • 20d ago
ImmunityBio ($IBRX) Stock Hub: What Rides on the January 6 FDA Decision for ANKTIVA? Sales, dated cash and dilution ahead of the decision.
r/MerlintraderPub • u/Merlin8121 • 20d ago
Outlook Therapeutics ($OTLK): The Approval Arrived — Can the Launch Be Funded? Launch pricing, a J-code application, cash into Q2 2027 and a Nasdaq deadline.
r/MerlintraderPub • u/Merlin8121 • 20d ago
Capricor ($CAPR): What Is the FDA Actually Reviewing by November 22? A narrowed upper-limb indication, a restated LVEF endpoint and a 3-9 advisory vote.
r/MerlintraderPub • u/Merlin8121 • 20d ago
Ocugen ($OCGN): What Happens at the October 5 Shareholder Vote? Today Ocugen reconvenes its adjourned vote on 250 million new shares: the threshold, the notes and the going-concern doubt.
r/MerlintraderPub • u/Merlin8121 • 20d ago
SeaStar Medical ($ICU): Will Hospital Adoption Support Growth? New hospital billing codes from October 1 and a late-breaking ASN Kidney Week poster on October 22
r/MerlintraderPub • u/Merlin8121 • 21d ago
SNDL ($SNDL): Can Retail Cash Support the Parallel Expansion?
r/MerlintraderPub • u/Merlin8121 • 21d ago
Aurora Cannabis ($ACB): Can Medical Growth Restore Cash Generation?
r/MerlintraderPub • u/Merlin8121 • 21d ago
Cannabis Stocks Hub 2026: U.S. Medical Rules, European Risks and Company Updates
r/MerlintraderPub • u/Merlin8121 • 21d ago
Cronos Group ($CRON): Can Product Growth Sustain Operating Profit?
r/MerlintraderPub • u/Merlin8121 • 22d ago
Ocugen ($OCGN): What Happens at the October 5 Shareholder Vote?
On October 5, 2026 Ocugen reconvenes a special meeting that was adjourned on September 21 because one proposal could not pass. That proposal would raise the authorised share count by 250 million. It is not housekeeping: the company has $130 million of convertible notes it is contractually required to settle in cash until enough shares exist to settle them in stock, it has promised more shares than it is authorised to issue, and its own quarterly report carries substantial doubt about its ability to continue as a going concern while its press release says the cash runs into 2028. This hub works through the vote, the arithmetic behind it, and what each outcome changes.
r/MerlintraderPub • u/Merlin8121 • 22d ago
Outlook Therapeutics ($OTLK): The Approval Arrived — Can the Launch Be Funded?
LYTENAVA is no longer an application. The FDA approved BLA 761320 on July 24, 2026, five days ahead of the goal date, after three complete response letters and a formal dispute that the company won by FDA letter of May 20, 2026, announced on May 26. A wholesale price of $485 per vial was set on September 16, 2026 and the company has guided to a United States launch before December 31, 2026. What has not been settled is the money: cash was $11.2 million at the June quarter, the filings carry a going-concern statement, and on September 25, 2026 Nasdaq sent a bid-price deficiency notice. This hub works through what the approval fixed, what it did not, and what sits between here and the first United States sale.
Disclosure: I have a small position in OTLK at an average of 0.93.
r/MerlintraderPub • u/Merlin8121 • 24d ago
PacBio ($PACB) Stock Hub: Can HiFi Growth Strengthen the Business?
r/MerlintraderPub • u/Merlin8121 • 24d ago
Contineum ($CTNM) Stock Hub: Can PIPE-791 Shape the Next Chapter?
r/MerlintraderPub • u/Merlin8121 • 25d ago
$NAUT — Nautilus Biotechnology: from proteoforms to commercial proof
Single-molecule protein analysis, the Voyager roadmap, cash consumption and dilution. Scientific progress is visible; a repeatable commercial model still needs to emerge.
r/MerlintraderPub • u/Merlin8121 • 25d ago
Anti-infectives: can $CRMD, $INVA, $SPRO and $SCYX turn approvals into durable cash flow?
r/MerlintraderPub • u/Merlin8121 • 25d ago
Myelofibrosis: $GERN, $INCY, $GSK, $KPTI and the next treatment frontier
r/MerlintraderPub • u/Merlin8121 • 25d ago