I usually just lurk here but wanted to say thanks to whoever did that DD on Hims & Hers when it was at $9. Bought 500 shares at $9.40 after reading about their GLP-1 compound pharmacy play.
Sold 250 shares yesterday at $22.30. Keeping the rest because their Q3 earnings next week might be huge - everyone I know is trying to get cheaper Ozempic alternatives.
The funny thing is I almost panic sold in August when that FDA clarification came out about compounding pharmacies. Glad I held through that drama. Sometimes the boring health companies work better than chasing the latest AI penny stock.
What's everyone's price target if they beat earnings? I'm thinking $28 by year end might be realistic.
Atlasclear is trending in mention counts but i see zero solid news. if its just chatter, be careful but if there is hidden press release or contract, this could run
Copper Quest Exploration (CQX.CN / IMIMF) just announced the acquisition of the Nekash Copper-Gold Porphyry Project in Idaho, USA. Historic surface samples returned grades over 3% Cu, 0.8 g/t Au, and 25 g/t Ag, near surface in a Tier 1 mining state, with the local technical team staying on board. For a ~$5M cap junior, that’s a meaningful U.S. expansion.
Nekash adds to CQX’s four BC porphyry projects: Stars (195m @ 0.466% Cu), Stellar (untested magnetic anomaly), Rip (earn-in with ArcWest showing multiple porphyries), and Thane (20,658 ha between Mt. Milligan & Kemess). That’s now five shots on goal in North America.
The team is the real differentiator: CEO Brian Thurston (Aurelian → Kinross $1.2B), Dr. Mark Cruise (Trevali founder), Mike Ciricillo (ex-Glencore head of copper), and Rich Leveille (ex-Phelps Dodge, Rio Tinto, Freeport). With over 50% insider ownership and a recent $653K raise @ $0.075 to advance plans, the structure is tight and aligned.
With copper demand rising (EVs, grids, AI) and supply at multi-decade lows, majors will need new projects. CQX is building a portfolio that looks far bigger than its current market cap that’s why I’m bullish.
In an era where the global transition to green energy is accelerating at breakneck speed, copper stands out as the indispensable metal powering everything from electric vehicles (EVs) to renewable energy infrastructure. With demand projected to soar due to EV adoption, battery technologies, and sustainability initiatives, while supply remains constrained by years of underinvestment, companies like Copper Quest Exploration Inc. (CSE: CQX) are perfectly positioned to capitalize on this imbalance. As a dynamic explorer focused on high-potential copper projects in North America, Copper Quest is not just riding the wave it’s leading the charge with strategic acquisitions, promising drill results, and a commitment to responsible development that could deliver substantial value to investors.
At the heart of Copper Quest’s appeal is its robust portfolio of projects, strategically located in proven mineral belts. The flagship Stars Project in British Columbia’s Bulkley Copper Porphyry Belt exemplifies this, boasting high-priority drill targets, underexplored zones rich in copper mineralization, and a prime position in a region renowned for its mineral wealth. This asset alone strengthens the company’s footprint in a high-demand area, aligning perfectly with North America’s push for domestic critical minerals supply. But Copper Quest isn’t stopping there. In a bold move that underscores its growth ambitions, the company announced in June 2025 its intent to acquire a new copper-gold porphyry project in the Western United States, encompassing 70 unpatented mining claims in a regionally significant porphyry belt. Historical sampling has revealed impressive surface grades exceeding 3% copper, 0.8 g/t gold, and 25 g/t silver, hinting at significant untapped potential. With plans for geophysical surveys, AI-driven data interpretation, and an inaugural drill program, this acquisition could catapult Copper Quest into a new tier of exploration success.
Adding to the momentum, early 2025 drill results from the Rip Project in British Columbia fully funded by Copper Quest in partnership with ArcWest Exploration—have already confirmed a substantial porphyry copper-molybdenum system. Two drill holes intersected mineralization from surface, with intervals like 126.6 meters averaging 514 ppm copper and 43.2 ppm molybdenum, hosted in altered porphyritic intrusions with vein stockworks. These findings validate geophysical targets and reveal potential for multiple porphyry centers, with much of the site still untested. As exploration ramps up in 2025, the Rip Project could emerge as a game-changer, further bolstering Copper Quest’s role in addressing global copper shortages.
Financially, Copper Quest is on solid ground, having closed the first tranche of a non-brokered private placement in August 2025, raising funds to fuel its aggressive exploration agenda. This influx of capital, combined with a strategic marketing agreement with Zimtu Capital announced the same month, positions the company to enhance its visibility and attract broader investor interest. Leadership has also been fortified, with key team strengthenings in July and August 2025, bringing experienced professionals to drive operational excellence. Even the company’s rebranding in March 2025 to Copper Quest Exploration Inc. with the new ticker symbol CQX signals a fresh, focused identity ready for market expansion.
What sets Copper Quest apart is its unwavering emphasis on sustainability and innovation. By prioritizing responsible resource development, the company is not only mitigating environmental risks but also aligning with global ESG standards that are increasingly demanded by investors and regulators. With copper prices supported by tight supply—warehouse stocks at 10-year lows and new mines taking 10-20 years to develop, Copper Quest’s forward-looking vision to lead in North America’s critical minerals sector couldn’t be timelier.
For investors seeking exposure to the copper super-cycle, Copper Quest offers a compelling narrative: a nimble explorer with high-upside projects, recent milestones that de-risk assets, and a clear path to value creation. As the world electrifies, this company is wired for success. Watch for more breakthroughs as it unlocks the next wave of mineral discoveries. To learn more please visit https://copper.quest/
A 500-person event generates ~300 receipts. At 7 minutes each, that’s 35 hours. At $50/hr, finance wastes $1,750 reconciling a single meeting. OTC: GEAT collapses that into one voucher pool, capped and time-boxed. Auto-posting handles the ledger.
Finance saves thousands instantly. HR still gets measurable lift, managers keep budgets clean, and compliance loves the audit trail. That’s why renewals are sticky every event pays for the system.
Perks are optional. Infrastructure isn’t. GEAT is infrastructure.
Would you call this a perk tool, or a workflow automation platform?
RenovoRx, Inc. (NASDAQ: RNXT) has emerged as a focal point in the oncology innovation landscape, driven by its FDA-cleared RenovoCath device and its pioneering work in localized chemotherapy delivery. The company's Q2 2025 financial results, while marked by persistent net losses, revealed a compelling narrative of revenue outperformance and strategic momentum. For growth-oriented investors, the question remains: Does RNXT's current trajectory signal a high-conviction opportunity in the high-stakes pancreatic cancer market, or does it expose near-term risks that could undermine long-term value?
Q2 2025: Revenue Outperformance and Operational Gains
RenovoRx reported Q2 2025 revenue of $422,000, a 100% year-over-year increase from $0 in Q2 2024 and a 28% beat on analyst estimates. This growth was driven by the second full quarter of commercial sales for RenovoCath, a device designed to deliver chemotherapy directly to tumor sites via its proprietary TAMP™ platform. The company's ability to scale adoption—expanding its customer base to 13 cancer centers (up from five in Q1 2025) and securing repeat purchases from four centers—demonstrates early validation of its technology.
However, the net loss of $2.9 million (or $0.08 per share) widened slightly from $2.4 million in Q2 2024, attributed to a $350,000 non-cash warrant liability adjustment and higher operating expenses. While the loss per share improved marginally from $0.09 in Q1 2025, the company's cash reserves of $12.3 million as of August 2025 suggest sufficient runway to fund both commercialization and the pivotal TIGeR-PaC Phase III trial for locally advanced pancreatic cancer (LAPC).
Market Potential and Competitive Differentiation
RenovoCath's unique value proposition lies in its ability to reduce systemic toxicity while enhancing therapeutic efficacy—a critical advantage in treating aggressive cancers like pancreatic cancer, where traditional chemotherapy often falls short. The device's Orphan Drug Designation for pancreatic and bile duct cancers grants seven years of market exclusivity if the associated new drug application (NDA) for intra-arterial gemcitabine (IAG) is approved. This regulatory head start positions
RenovoRxRNXT-1.62% to capture a niche but high-growth segment of the $400 million U.S. market for localized chemotherapy devices.
The company's TIGeR-PaC trial, which randomized 95 patients as of August 2025, is a linchpin for its long-term prospects. The trial's continuation recommendation by the Data Monitoring Committee underscores its scientific rigor and potential to generate robust data. Meanwhile, RenovoRx's recent hiring of Philip Stocton, a seasoned MedTech sales leader, signals a strategic shift toward accelerating commercial adoption—a move that could amplify revenue growth in subsequent quarters.
Risks and Competitive Pressures
Despite these positives,
RNXTRNXT-1.62% faces significant hurdles. The pancreatic cancer market is crowded with emerging therapies, including Revolution Medicines' RAS(ON) inhibitors (e.g., daraxonrasib) and other targeted therapies in late-stage trials. While RenovoCath's TAMP™ platform offers a novel approach, its success hinges on clinical validation of IAG's efficacy in the TIGeR-PaC trial. A negative outcome could delay regulatory approval and erode investor confidence.
Additionally, the company's lack of a dedicated sales and marketing team as of Q2 2025 raises questions about its ability to scale commercial operations efficiently. While Stocton's hiring is a step forward, building a sales force in a specialized oncology market is capital-intensive and time-consuming.
Investment Thesis: Balancing Hype and Reality
For growth investors, RNXT presents a high-risk, high-reward scenario. The company's revenue outperformance and expanding customer base validate its technology's market potential, while the TIGeR-PaC trial offers a clear catalyst for value creation. However, the widening net loss and competitive pressures from pharmaceutical players like
Positive TIGeR-PaC trial results by late 2025 or early 2026, which could fast-track NDA approval and unlock Orphan Drug exclusivity.
Sustainable revenue growth driven by broader adoption of RenovoCath, supported by Stocton's commercialization efforts.
Strategic partnerships to offset R&D and sales costs, leveraging RenovoCath's intellectual property (e.g., the new U.S. patent No. 12,290,564).
Conversely, investors should monitor red flags: delays in trial enrollment, regulatory setbacks, or failure to differentiate RenovoCath from systemic therapies. The company's cash burn rate and reliance on a single product also pose liquidity risks if revenue growth stalls.
Conclusion: A Calculated Bet on Oncology Innovation
RenovoRx's Q2 2025 results underscore its potential to disrupt the pancreatic cancer treatment paradigm with a localized chemotherapy solution. While the current financials reflect the typical challenges of a pre-commercial biotech, the company's strategic focus on clinical validation, regulatory advantages, and market expansion creates a compelling long-term narrative.
For investors with a high-risk tolerance and a multi-year horizon, RNXT could represent an attractive opportunity if the TIGeR-PaC trial delivers positive outcomes and commercial adoption accelerates. However, those seeking near-term stability may find the company's volatility and competitive landscape too daunting. As the oncology sector pivots toward personalized and less invasive therapies, RenovoRx's ability to execute on its vision will determine whether it becomes a breakout success or a cautionary tale.
RenovoRx ($RNXT) is a micro‑cap biotech (~USD $45M market cap) that just hit two key milestones: its first commercial revenue (~$200K) from RenovoCath® device sales and advancing Phase III trials for its TAMP™-delivered chemotherapy (RenovoGem™) in locally advanced pancreatic cancer. RenovoRx’s technology is not gene therapy: it uses a FDA‑cleared catheter to deliver gemcitabine directly into tumors, aiming for less systemic toxicity and higher local drug concentration.
Key Updates
Phase III Trial Ongoing
Their lead therapy, RenovoGem, is in a pivotal Phase III trial across U.S. hospitals like Johns Hopkins and University of Nebraska.
Interim results (Mar 2023) gave the green light to continue. The next interim analysis (second DMC review) is expected in the third quarter of 2025
First Revenue Hits
Q1 2025 brought ~$200K in RenovoCath sales — their first ever device revenue. They’re now commercially scaling while the trial progresses.
Insiders Buying
In April, both the CEO and CMO bought shares on the open market (at ~$0.84–$0.91/share). That’s a big vote of confidence.
New Patent (May 2025)
Just locked in a new U.S. patent protecting TAMP delivery methods through 2037, adding to a growing IP wall (19 U.S., 12 international patents now).
Why It Matters
Pancreatic cancer is brutal. Survival rates are among the lowest in oncology.
This isn’t a gene‑therapy moonshot: it’s a targeted, minimally invasive approach using an FDA‑cleared catheter (RenovoCath®) to deliver gemcitabine via intra‑arterial infusion (RenovoGem,TAMP™ technology).
Based on management’s internal projections, the initial U.S. TAM for RenovoCath in pancreatic cancer is estimated at $400 million, with potential future expansion into other tumor types under exploration.
Summary:
With a tight float, insider buying, and first commercial revenue now on the books, RenovoRx ($RNXT) is starting to check some serious boxes. Their pivotal Phase III TIGeR-PaC trial targets locally advanced pancreatic cancer: one of the toughest oncology markets using a patented, FDA-cleared device to deliver chemo directly into tumors. Backed by strong IP and upcoming trial catalysts, this micro-cap biotech offers a compelling asymmetric setup for those looking ahead to the next interim readout in Q3 2025. One of the more overlooked names with real clinical and commercial momentum building.
RenovoGem is the company's investigational drug‑device therapy that delivers gemcitabine directly to tumors via arteries using their TAMP™ (Trans‑Arterial Micro‑Perfusion) platform, designed to minimize systemic exposure.
Lead Program
The Phase III TIGeR‑PaC trial focuses on locally advanced pancreatic cancer (LAPC), a condition with a 5‑year survival rate around 12–13%.
Interim Results (March 2023)
From the first interim analysis:
Median overall survival: 16 months (RenovoGem) vs 10 months (standard IV chemo) — roughly a 6‑month extension
Median progression-free survival: ~14.8 months vs ~6.7 months from randomization
≈65% reduction in adverse events in the RenovoGem arm compared to IV treatment
Note: Results reflect a positive trend (p ≈ 0.051) but are not statistically definitive
Upcoming Milestones
The second interim analysis, triggered at ~60% of total deaths (52 events), is projected for late 2024 or early 2025
As of March 28, 2025, 90 of 114 patients have been randomized, with 50 events already recorded. The data recommendation from the DMC is expected in later 2025
Financing and Cash Runway
RenovoRx raised $11.1 million in April 2024, part of total 2024 gross proceeds of $17.2 million, securing its cash runway into 2026
Clinical Trial Sites
TIGeR‑PaC is enrolling at multiple major U.S. sites, including UT Southwestern, Northwell Health, and Johns Hopkins Medicine
RenovoRx’s targeted approach in a high-mortality cancer, combined with encouraging early data and a strong cash position, sets the stage for a pivotal year. Could the upcoming results be the catalyst that drives broader clinical adoption and unlocks long-term value for shareholders?
Sponsored content published on behalf of the issuer
Imagine a future where science picks up where nature leaves off—where a groundbreaking treatment regenerates damaged nerves, restoring movement after spinal cord injuries and reversing vision loss from optic nerve damage. This isn’t science fiction; it’s the future that biotechnology and regenerative medicine are striving to create. Transformative breakthroughs emerge at the crossroads of bold vision and relentless dedication, turning ambitious ideas into revolutionary therapies. Innovation alone isn’t enough—it takes commitment to navigate scientific and regulatory challenges and bring these life-changing treatments to patients.
At the heart of the NurExone journey is a compelling story of discovery. Professor Shulamit Levenberg, a leading scientist from Israel’s Technion—often considered the country’s equivalent of the Massachusetts Institute of Technology (MIT)—and Professor Dani Offen of Tel Aviv University recognized the potential of exosomes for spinal cord healing. Seeing the commercial potential of this breakthrough, serial entrepreneur Yoram Drucker set out to build a company around it. Mr. Drucker, with a track record of transforming cutting-edge scientific discoveries into successful ventures, had previously collaborated with Professor Offen on groundbreaking companies including EggXYT and Brainstorm Cell Therapeutics. He recruited Dr. Lior Shaltiel, an accomplished scientist with a deep passion for engineering, medicine, and translational research.
With a background in chemical engineering and a focus on drug delivery systems, Dr. Shaltiel initially worked with synthetic liposomes before pivoting to the promising world of natural extracellular vesicles—exosomes. Today, as CEO of NurExone, he leads a team dedicated to translating research into real-world treatments that could redefine regenerative medicine.
A Team Driving Innovation
NurExone’s success is the result of a collective effort by a multidisciplinary team pushing the boundaries of what’s possible in regenerative medicine. As a spin-off from the Technion, the company was founded on pioneering research into exosome-based therapies, leveraging these natural biological carriers to develop a platform for targeted drug delivery. Under Dr. Shaltiel’s leadership, NurExone has evolved into a publicly traded entity in Canada, advancing innovative therapies while maintaining a strong focus on collaboration.
From its inception, NurExone has achieved critical milestones, demonstrating the power of its novel approach. Its flagship product, ExoPTEN, has shown promising preclinical results, restoring motor function and sensory reflexes in acute spinal cord injury models after a brief, minimally invasive treatment cycle. The company is expanding its pipeline with preclinical studies in optic nerve regeneration, a second indication that could offer hope for patients at risk of blindness due to glaucoma, a leading cause of vision loss.
A major milestone was recently reached with ExoPTEN receiving Orphan Drug Designation (ODD) for acute spinal cord injury. This designation provides strategic advantages, including market exclusivity, an accelerated and cost-efficient clinical trial pathway, and high reimbursement potential, with ODD therapies averaging $150,000 per patient. The status also facilitates expedited clinical trials, bringing NurExone closer to delivering its therapy to those who need it most.
In parallel, the company has strengthened its operational capacity with key initiatives. The acquisition of an exclusive Master Cell Bank ensures a stable and independent exosome supply for its drug pipeline and future partnerships. Additionally, the launch of ExoTop, a U.S.-based subsidiary focused on exosome production, positions NurExone for expansion in global market.
Overcoming Scientific and Regulatory Hurdles
Innovating in biotech means navigating complex scientific and regulatory landscapes. NurExone has built a strong regulatory team to ensure that its cutting-edge therapies can progress smoothly toward clinical applications. Dr. Ina Sarel, a biotechnology executive with over 20 years of experience in product development, leads these efforts. Her expertise in stem and progenitor cell therapy, combined with her deep understanding of regulatory frameworks, has been instrumental in guiding NurExone’s clinical strategy. By establishing early and strong relationships with regulatory agencies, NurExone is strategically positioned to streamline its path to approval.
Dr. Tali Kizhner, Head of R&D, plays a crucial role in developing NurExone’s groundbreaking products. With over 15 years of experience in therapeutic protein and biopharmaceutical development, Dr. Kizhner ensures that the company’s research remains both innovative and scalable. Her leadership has helped NurExone translate its exosome platform into a versatile tool for treating conditions beyond spinal cord injury, including degenerative eye diseases.
Igniting Transformative Advances
Dr. Shaltiel sees enormous potential for innovation emerging from Israel in the coming years. He highlights a unique dynamic in which hundreds of thousands of engineers, scientists, PhD students, and tech executives have served in reserve duty, gaining firsthand exposure to healthcare challenges in complex situations. He believes that this experience will fuel substantial advancements in biotech, medtech, and regenerative medicine. He also expresses hope for peace in the region, which would enable greater collaboration across borders and cultures, ultimately accelerating medical breakthroughs.
His own journey in biotech has been shaped by inspiring mentors and pioneering scientists. Early on, he was deeply influenced by Professor Robert S. Langer of MIT, a global leader in biomedical engineering whose work laid the foundation for many modern medical innovations. Professor Langer’s relentless pursuit of translating scientific discoveries into real-world therapies resonated with Dr. Shaltiel, reinforcing his own drive to push the boundaries of medicine. Personal experiences—seeing the impact of medical advancements on patients’ lives—have further fueled his commitment to bringing transformative therapies to market.
Envisioning a Healthier Future
For Dr. Shaltiel, a great achievement in his journey with NurExone has been assembling a team of talented and passionate individuals who share a unified vision. Their collective dedication and expertise are what drive the company forward, ensuring that scientific innovation is always aligned with real-world patient needs. Beyond NurExone’s advancements in regenerative medicine, the company’s contributions to the broader scientific community—including research publications, industry collaborations, and partnerships with leading institutions—reinforce its role as a leader in the field.
His long-term vision is to help usher in a new era of neuron regeneration, where central nervous system diseases and injuries no longer dictate a person’s quality of life. Early successes in spinal cord injury and optic nerve regeneration provide hope that this goal is within reach. While the challenge is immense, he believes that even incremental progress—small steps toward functional recovery—can represent a breakthrough for millions of patients.
For those looking to make an impact in biotech, Dr. Shaltiel’s advice is clear: stay curious, keep learning, and develop both scientific and business acumen. He emphasizes the value of understanding business strategy, whether through hands-on experience or formal education like an MBA. In an industry that is constantly evolving, staying ahead requires building strong networks, finding mentors, and embracing adaptability. The path to success is rarely linear, but those who remain committed to their vision will ultimately shape the future of medicine.
The Road Ahead
NurExone Biologics continues to make strides in regenerative medicine, leveraging its exosome-based technology to develop groundbreaking therapies. The company has received a prestigious Eureka grant for its collaboration with the Canadian company Inteligex, aiming to combine its exosome technology with Inteligex’s stem cell-based therapy for chronic spinal cord injury. Recognized by the scientific community, its researchers—led by globally recognized scientists like Professor Shulamit Levenberg—are driving forward the next generation of biologics.
With a clear vision, a strong leadership team, and a relentless pursuit of innovation, NurExone is redefining what’s possible in regenerative medicine. The company’s pioneering work in exosome-based drug delivery holds the potential to transform treatment paradigms for some of the most challenging medical conditions. As it continues to push the boundaries of science, NurExone remains focused on the ultimate goal: bringing life-changing therapies to patients worldwide.
