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Filings & Releases — October 2026
802 documents from 231 companies (500 releases) · updated Nov 7, 2026
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Friday, October 3026
- XNCRXencorSCHEDULE 13G/A13G amendment
- XERSXeris BiopharmaSCHEDULE 13G/A13G amendment
- VSTMVerastemSCHEDULE 13G/A13G amendment
- VORVor BiopharmaReleaseVor Bio Reports Third Quarter 2026 Financial Results and Provides Corporate Update→ BD updateSummary on the 10-QBD extracted 1 program update from this document → VOR pipeline
- VORVor Biopharma424B5Prospectus supplement (offering)→ BD updateSummary on the 10-Q
- VORVor Biopharma10-QQuarterly report→ BD updateVor Bio's Q3 print confirms enrollment is locked, the 48-week Chinese gMG data adds an MSE durability layer (42.1%, ~83% of follow-up in remission), and management wasted no time refreshing the ATM with a new $150M facility — exactly the watch item flagged in the August update.
- SNDXSyndax PharmaceuticalsReleaseSyndax Announces Participation in November Investor Conferencesvia aggregator
- SNDXSyndax PharmaceuticalsReleaseSyndax’s Revuforj® (revumenib) Wins Prestigious 2026 Prix Galien USA Award for Best Product for Rare/Orphan Diseasesvia aggregator
- SNDXSyndax PharmaceuticalsRelease10.30.26 Syndax’s Revuforj® (revumenib) Wins Prestigious 2026 Prix Galien USA Award for Best Product for Rare/Orphan Diseases - Revuforj is the first and only menin inhibitor that is approved for adul
- SNDXSyndax PharmaceuticalsRelease10.30.26 Syndax Announces Participation in November Investor Conferences NEW YORK, Oct. 30, 2026 (GLOBE NEWSWIRE) -- Syndax Pharmaceuticals (Nasdaq: SNDX), a commercial-stage biopharmaceutical company
- RVMDRevolution MedicinesSCHEDULE 13GPassive >5% holder (13G)
- RCKTRocket PharmaceuticalsSCHEDULE 13G/A13G amendment
- RAREUltragenyx PharmaceuticalSCHEDULE 13G/A13G amendment
- RAPPRapport Therapeutics8-KCurrent report: material agreement, results of operations, debt / obligation
- RAPPRapport Therapeutics424B5Prospectus supplement (offering)
- RAPPRapport Therapeutics424B5Prospectus supplement (offering)
- PRQRProQR Therapeutics6-K/AForeign issuer report (amended)
- PALIPalisade BioSCHEDULE 13GPassive >5% holder (13G)
- OMEROmeros8-KCurrent report: officer / director change
- NRXPNRX PharmaceuticalsReleaseNRx Pharmaceuticals (Nasdaq:NRXP) Receives FDA Approval of Preservative-Free Ketamine Ahead of November 10 FDA Goal Date→ BD updateFDA approved KETAFREE (preservative-free ketamine) ahead of the November 10 GDUFA goal date — the exact binary the series has been circling since January. The approval landed; now the question is whether the stock's sharp pre-announcement drop reflects the market selling the news, ATM supply, or something else entirely.
- MBRXMoleculin BiotechReleaseMoleculin Completes Dosing Patients in Part A of Pivotal MIRACLE Trial; Comprehensive Data Readout on Track for Q1 2027
- MBRXMoleculin Biotech8-KCurrent report: Reg FD disclosure · EX-99.1 EXHIBIT 99.1BD extracted 1 program update from this document → MBRX pipeline
- IMNMImmunomeSCHEDULE 13GPassive >5% holder (13G)Summary on the release
- IMNMImmunomeReleaseImmunome Announces EMA Validation of Marketing Authorization Application for Varegacestat for the Treatment of Adults with Desmoid Tumorsvia aggregatorThe EMA has validated Immunome's Marketing Authorization Application for varegacestat — the EU dossier is now formally under centralized review, checking off the "EU MAA by end of 2026" catalyst I flagged, and bringing the European orphan-designation question I warned about into live play.BD extracted 1 program update from this document → IMNM pipeline
- HRMYHarmony Biosciences8-K/ACurrent report (amended): officer / director change
- GUTSFractyl HealthReleaseFractyl Health Strengthens Revita Patent Portfolio as It Advances Toward FDA Submission and Potential Commercialization
- EYPTEyePointSCHEDULE 13G/A13G amendment
- ENTXEntera BioSCHEDULE 13GPassive >5% holder (13G)
- ELDNEledon PharmaceuticalsSCHEDULE 13G/A13G amendment
- CMMBChemomab TherapeuticsEFFECTRegistration effectiveSummary on the DEFM14A
- CMMBChemomab TherapeuticsDEFM14AMerger proxyThe definitive proxy arrived after the close tonight, setting the shareholder vote for December 4 and locking the conversion ratio at 0.187 SCIP shares per CMMB ADS — the clock is now running on whether holders can salvage the CVRs.
- CABACabaletta BioSCHEDULE 13G/A13G amendment
- ATHEAlterity TherapeuticsReleaseAlterity Therapeutics Releases Appendix 4C – Q1 FY27 Quarterly Cash Flow Report & Corporate Updatevia aggregator→ BD update
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1→ BD updateBD extracted 1 program update from this document → ATHE pipeline
- APVOAptevo Therapeutics424B5Prospectus supplement (offering)
- AGIOAgios PharmaceuticalsReleaseAgios Announces New PDUFA Goal Date of February 1, 2027, for Mitapivat Sickle Cell Disease sNDA; Company Is Launch-Ready and in Labeling Discussions with FDA→ BD updateThe FDA's REMS information request just triggered a three-month review extension — the exact scenario the prior writeup assigned a ~10% probability — and the stock shed 17.9% in a single session, landing squarely in the $27–29 range the writeup mapped to that outcome.
- ACTUActuate TherapeuticsSCHEDULE 13GPassive >5% holder (13G)Summary on the 8-K
- ACTUActuate Therapeutics8-KCurrent report: listing noticeActuate just received its second Nasdaq deficiency notice — this time for the $1.00 minimum bid price — adding a new April 2027 compliance deadline on top of the January 2027 MVLS clock, while the stock sits at $0.34 after a -16% week following the distressed offering close.
- ABOSAcumen PharmaceuticalsReleaseAcumen Pharmaceuticals Announces Topline Results from Phase 2 ALTITUDE-AD Clinical Trial of Sabirnetug (ACU193) for the Treatment of Early Alzheimer’s Disease; Trial Did Not Meet Primary Endpoint→ BD updateSummary on the 8-K
- ABOSAcumen Pharmaceuticals8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateALTITUDE-AD failed at both doses on iADRS and CDR-SB, Acumen is ceasing sabirnetug development and exploring strategic options — the stock cratered ~91% today, and the thesis I've tracked since February is over.BD extracted 1 program update from this document → ABOS pipeline
Thursday, October 2971
- XFORX4 PharmaceuticalsReleaseX4 Pharmaceuticals Highlights Clinical Progress and Market Opportunity for Mavorixafor in Primary Chronic Neutropenia During Virtual Investor Day
- XFORX4 Pharmaceuticals8-KCurrent report: other events · EX-99.1
- XENEXenon PharmaceuticalsReleaseXenon Announces Positive Phase 1 and New Preclinical Data at IASP 2026 Supporting Advancement of XEN1701 and XEN1120 to Phase 2 Proof-of-Concept Studies in Acute Pain→ BD updateXEN1701's Phase 1 data show >75% Nav1.7 receptor occupancy with no cardiovascular signal — the exact selectivity benchmark Big Pharma couldn't crack — while the stock sits -34.5% from its September high on psychiatry fears, making the pain pipeline's first real validation a potentially underappreciated signal.BD extracted 2 program updates from this document → XENE pipeline
- VNDAVanda Pharmaceuticals10-QQuarterly report
- VKTXViking Therapeutics10-QQuarterly report
- TLXTelix Pharmaceuticals6-KForeign issuer report · EX-99.1
- TECXTectonic TherapeuticSCHEDULE 13G/A13G amendment
- STOKStoke TherapeuticsReleaseStoke Therapeutics Announces Third Quarter 2026 Financial Results and Provides Business Updates→ BD updateSummary on the 8-K
- STOKStoke Therapeutics8-KCurrent report: results of operations · EX-99.1→ BD updateSTOK's Q3 print lands after the close: $358.8M cash, burn tracking ~$61M/quarter, ~5.9M new shares issued since year-end, and zero EMPEROR discontinuations through Week 52 — the scorecard the prior writeup told readers to watch for.
- SCYXScynexisReleaseSCYNEXIS to Participate in the 3rd Annual Guggenheim Healthcare Innovation Conference
- SABSSAB BiotherapeuticsReleaseSAB BIO to Host Third Quarter 2026 Financial Results Conference Call and Webcast on November 5, 2026, 08:30 AM ET
- RVPHReviva PharmaceuticalsPRE 14APRE 14A
- RAPPRapport Therapeutics305B2305B2
- QNRXQuoin PharmaceuticalsReleaseQuoin Pharmaceuticals to Announce Corporate Update and Third Quarter 2026 Financial Results on Thursday, November 5, 2026
- PYPDPolyPidReleasePolyPid to Report Third Quarter 2026 Financial Results and Operational Highlights on November 11, 2026
- PCSAProcessa PharmaceuticalsReleaseProcessa Pharmaceuticals Announces Corporate and Pipeline Progress Following Acquisition of Vidya Therapeutics→ BD updateSummary on the 8-K
- PCSAProcessa Pharmaceuticals8-KCurrent report: other events · EX-99.1 EXHIBIT 99.1→ BD updateThe FDA just cleared the IND for VT-7208's Phase 2 CSU trial — the first hard regulatory milestone since the Vidya reverse merger — and Sheila Gujrathi steps up to Executive Chair while a new oral FcRn antagonist collaboration quietly expands the pipeline.
- OCSOculis HoldingReleaseOculis to Feature Privosegtor’s Neuroprotective Potential and Ongoing PIONEER Program at APOIS Congress and CNS SummitBD extracted 1 program update from this document → OCS pipeline
- OCGNOcugenReleaseOcugen to Participate in Upcoming November Investor and Industry Conferences
- NTLAIntellia TherapeuticsReleaseIntellia Therapeutics Announces Upcoming Lonvoguran Ziclumeran (Lonvo-z) Investor Event and Seven Presentations at ACAAI 2026
- NRXPNRX PharmaceuticalsReleaseNRx Pharmaceuticals (Nasdaq: NRXP) to Host Conference Call on October 30, 2026 to Discuss Regulatory Milestone for Preservative-Free KetamineNRx's "About" boilerplate now reads "has been awarded an Abbreviated New Drug Approval (ANDA) for Preservative-Free Ketamine" — language that wasn't there before — with a pre-market press release and 8:30am call scheduled for tomorrow. The November 10 GDUFA binary appears to have resolved early.
- NRSNNeuroSense TherapeuticsReleaseNeuroSense to Present Integrated Clinical and Biomarker Evidence Shaping PrimeC's Phase 3 Development at NEALS 2026BD extracted 1 program update from this document → NRSN pipeline
- MLYSMineralys Therapeutics8-KCurrent report: material agreement, agreement terminatedMineralys just closed the final chapter on its Tanabe IP deal — the License Agreement is terminated and the lorundrostat patents are now legally Mineralys's own, removing the co-ownership risk that was one of the key open questions in the writeup. With the PDUFA 54 days out, owning the keys to the kingdom matters.
- MESOMesoblastReleaseActivity Report for Quarter Ended September 30, 2026 (Appendix 4C)via aggregator→ BD updateSummary on the 6-K
- MESOMesoblast6-KForeign issuer report · EX-99.1→ BD updateMesoblast's Q1 FY2027 Appendix 4C arrived this morning with three simultaneous thesis-movers: the FDA greenlighted the LVAD BLA filing, the $57M receivable overhang was resolved in cash, and operating burn collapsed to $2.1M — all while the stock surged 17% pre-open.BD extracted 1 program update from this document → MESO pipeline
- LXEOLexeo TherapeuticsS-3Shelf registrationLexeo filed a $300M shelf registration today — resetting and dramatically expanding its financing capacity at $3.06/share, 62% below its last formal offering price. For a stock the prior updates have flagged twice for quiet ATM sales at depressed prices, this is the third and loudest signal yet that the "cash runway into 2028" story has an asterisk that keeps getting bigger.
- LCTXLineage Cell TherapeuticsReleaseLineage Provides Update on ReSonance® Program for Hearing Loss
- KZIAKazia TherapeuticsReleaseKazia Therapeutics to Participate in Fireside Chat at Guggenheim 3rd Annual Healthcare Innovation Conference
- KYMRKymera TherapeuticsReleaseKT-579 (IRF5) Phase 1 healthy volunteer data demonstrated deep, sustained IRF5 degradation, robust modulation of disease-relevant biomarkers and a favorable safety profile KT-579 LUMORA Phase 1b trial→ BD updateSummary on the 8-K
- KYMRKymera Therapeutics8-KCurrent report: results of operations · EX-99.1→ BD updateThe "high-risk moonshot" just earned its stripes: KT-579's Phase 1 data shows ≥90% IRF5 degradation in blood and skin, deep cytokine suppression across three inflammatory pathways, and clean safety — while BROADEN2's last patient has completed their final visit, setting up a year-end 2026 binary for KT-621.BD extracted 2 program updates from this document → KYMR pipeline
- KYMRKymera Therapeutics10-QQuarterly report→ BD updateSummary on the 8-K
- KPRXKiora PharmaceuticalsReleaseKiora Pharmaceuticals In-Licenses Late-Stage, Oral Neuroprotective Calpain Inhibitor for Central Retinal Artery Occlusion (CRAO) with Planned Expansion into NAION; Asset Completed Phase 3 Clinical Tri→ BD updateSummary on the 8-K
- KPRXKiora Pharmaceuticals8-KCurrent report: material agreement, Reg FD disclosure · EX-99.1→ BD updateKiora dropped a bombshell this morning: it in-licensed KIO-401, an oral calpain inhibitor with completed Japanese Phase 3 data, while simultaneously killing KIO-104 — the stock's nearest-term catalyst. The market took the news badly, sending KPRX down ~25% on the day.BD extracted 5 program updates from this document → KPRX pipeline
- IRDOpus GeneticsReleaseOpus Genetics Appoints Dr. Andrew Murphy as Chief Scientific Officer and Jamie Lynne Hart as Executive Director, Executive Operations→ BD update
- INSMInsmedReleaseInsmed Reports Third-Quarter 2026 Financial Results and Provides Business Update→ BD update
- INSMInsmed8-KCurrent report: results of operations · EX-99.1 EXHIBIT 99.1→ BD update
- INSMInsmed10-QQuarterly report→ BD update
- INMBInmune BioReleaseINmune Bio Inc. to Report Third Quarter 2026 Financial Results and Provide Corporate Update on Thurs...
- INMBInmune Bio8-KCurrent report: material agreement, unregistered sale of equity, Reg FD disclosure · EX-99.1 PRESS RELEASE DATED OCTOBER 28, 2026
- INMBInmune Bio424B5Prospectus supplement (offering)
- IMUXImmunicReleaseImmunic to Host Virtual Progressive Multiple Sclerosis R&D Day on November 5, 2026
- IMRXImmuneeringReleaseImmuneering Reports Third Quarter 2026 Financial Results and Provides Business Updates→ BD updateSummary on the 8-KBD extracted 1 program update from this document → IMRX pipeline
- IMRXImmuneering8-KCurrent report: results of operations · EX-99.1→ BD updateImmuneering's Q3 earnings delivered a trio of thesis-movers: the Phase 2 follow-up is being extended because patients are *outliving projections*, MAPKeeper 301 enrollment is ahead of schedule with the target expanding to ~570 patients, and cash runway guidance has been formally trimmed from 2029 to Q4 2028 — the fortress balance sheet thesis just got its first official crack.BD extracted 1 program update from this document → IMRX pipeline
- IMRXImmuneering10-QQuarterly report→ BD updateSummary on the 8-K
- IMCRImmunocoreReleaseImmunocore will present Phase 1 data for brenetafusp plus KIMMTRAK® (tebentafusp-tebn) in metastatic uveal melanoma, during a late-breaking oral session at the 2026 SITC meetingPhase 1 data for brenetafusp + KIMMTRAK in metastatic uveal melanoma — the first two-T-cell-engager combination ever tested in a solid tumor — drops at SITC on November 6–7, a catalyst not on the published calendar and one that could tell us something real about whether layering PRAME on top of gp100 adds signal.
- GUTSFractyl HealthReleaseFractyl Health Announces Market Research Highlighting Substantial Patient Interest in a One-Time Procedural Approach to Post-GLP-1 Weight Maintenance
- GOSSGossamer BioSCHEDULE 13D/A13D amendment
- FBIOFortress BiotechSCHEDULE 13G/A13G amendment
- EXELExelixisReleaseExelixis Announces Third Quarter 2026 Financial Results and Provides Corporate Update→ BD updateSummary on the 8-KBD extracted 1 program update from this document → EXEL pipeline
- EXELExelixis8-KCurrent report: results of operations · EX-99.1→ BD updateQ3 2026 earnings beat with CABOMETYX still printing cash, but STELLAR-304 topline has slipped to Q1 2027 — the RCC displacement leg of the Zanza Switch thesis now won't resolve until next year, alongside the March 3 PDUFA.
- EXELExelixis10-QQuarterly report→ BD updateSummary on the 8-K
- ETONEton PharmaceuticalsReleaseEton Pharmaceuticals to Report Third Quarter 2026 Financial Results on Thursday, November 5, 2026
- ENTAEnanta Pharmaceuticals8-KCurrent report: other events→ BD updateThe UPC ruled Enanta's European Paxlovid patent (EP 4 051 265) invalid after the September 29 hearing — both Pfizer litigation lottery tickets are now torn up, and the last non-RSV, non-immunology optionality in the thesis is gone.
- ELTXElicio TherapeuticsReleaseElicio Therapeutics to Present Phase 2 AMPLIFY-7P Results at the SITC 2026 Annual MeetingBD extracted 1 program update from this document → ELTX pipeline
- ELOXEloxx PharmaceuticalsReleaseEloxx Pharmaceuticals Announces FDA Clearance of Investigational New Drug Application for Exaluren in Nonsense-Mutation ADPKD
- DTILPrecision BiosciencesReleasePrecision BioSciences to Report Third Quarter 2026 Financial Results on November 3, 2026
- DRTSAlpha Tau Medical6-KForeign issuer report · EX-99.1 PRESS RELEASE DATED OCTOBER 29, 2026
- DFTXDefinium TherapeuticsReleaseDefinium Therapeutics to Report Third Quarter 2026 Financial Results on November 9, 2026
- CTMXCytomX TherapeuticsReleaseCytomX Therapeutics to Report Third Quarter 2026 Financial Results on November 5, 2026
- CRVSCorvus PharmaceuticalsReleaseCorvus Pharmaceuticals to Provide Business Update and Third Quarter 2026 Financial Results on November 5, 2026
- CRVOCervoMedReleaseCervoMed Announces Publication of Two Peer-Reviewed Research Articles Supporting Neflamapimod as a Potential Treatment for Dementia with Lewy Bodies (DLB)→ BD updateSummary on the 8-K
- CRVOCervoMed8-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1→ BD updateCervoMed's full Phase 2b RewinD-LB placebo-controlled data hits peer review in *Alzheimer's Research & Therapy* today — the Bad Batch thesis now has a journal citation — but the stock has cratered 30% since the October 12 nfvPPA readout, and none of today's publications bring a partner any closer.BD extracted 1 program update from this document → CRVO pipeline
- CMMBChemomab TherapeuticsS-4/AS-4/A
- CHRSCoherus Oncology8-KCurrent report: Reg FD disclosure, other events · EX-99.1
- CCCCC4 TherapeuticsReleaseC4 Therapeutics Unveils Expansion of Discovery Platform Capabilities Utilizing Target-Centric Approach to Accelerate the Identification of Novel Molecular Glue Degraders
- CADLCandel TherapeuticsReleaseCandel Therapeutics Announces Late-Breaking Abstract Accepted for Poster Presentation at the SITC 2026 Annual Meeting, Featuring Aglatimagene Besadenovec Data in Localized Prostate CancerBD extracted 1 program update from this document → CADL pipeline
- BCYCBicycle TherapeuticsReleaseBicycle Therapeutics Reports Recent Business Progress and Third Quarter 2026 Financial Results→ BD update
- BCYCBicycle Therapeutics8-KCurrent report: results of operations · EX-99.1 EXHIBIT 99.1→ BD updateBD extracted 1 program update from this document → BCYC pipeline
- BCYCBicycle Therapeutics10-QQuarterly report→ BD update
- BCRXBiocryst PharmaceuticalsReleaseBioCryst to Present New Data for ORLADEYO® (berotralstat) and Navenibart at the 2026 American College of Allergy, Asthma & Immunology Annual Scientific Meeting
- ALTAltimmune8-KCurrent report: debt / obligation
- ALLOAllogene TherapeuticsReleaseAllogene Therapeutics Announces November Investor Events Highlighting Q3 Results and Initial ALLO-329 Autoimmune Clinical Data
- AKBAAkebia TherapeuticsReleaseAkebia Therapeutics to Report Third Quarter 2026 Financial Results and Discuss Recent Business Highlights
- ADCTADC TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- ADCTADC TherapeuticsReleaseADC Therapeutics Announces ZYNLONTA® Updates in JapanBD extracted 1 program update from this document → ADCT pipeline
- ACRVAcrivon TherapeuticsReleaseAcrivon Announces Late-Breaking Oral Plenary Presentation of Early Phase 1/2 Clinical Results in AP3-Predicted Tumors for its First-in-Class WEE1/PKMYT1 Inhibitor ACR-2316 at the 38th EORTC-NCI-AACR S→ BD updateACR-2316 just produced a confirmed complete response in a heavily pretreated squamous NSCLC patient — a tumor type no WEE1 inhibitor has ever cracked — and lands a late-breaking oral plenary slot at EORTC-NCI-AACR on November 20, with PDAC expansion now added to the dose expansion program.BD extracted 2 program updates from this document → ACRV pipeline
Wednesday, October 2854
- VNDAVanda PharmaceuticalsReleaseVanda Pharmaceuticals Reports Third Quarter 2026 Financial Results→ BD updateSummary on the 8-K
- VNDAVanda Pharmaceuticals8-KCurrent report: results of operations · EX-99.1→ BD updateQ3 2026 earnings landed after the close: revenues surged 24% to $69.8M, operating expenses fell 18% from Q2, and management raised full-year guidance to >$240M — but cash dropped to $140.5M and the $200M dilution shelf is still loaded heading into a gauntlet of Q4 catalysts.BD extracted 1 program update from this document → VNDA pipeline
- VKTXViking TherapeuticsReleaseViking Therapeutics Reports Third Quarter 2026 Financial Results and Provides Corporate Update→ BD updateSummary on the 8-K
- VKTXViking Therapeutics8-KCurrent report: results of operations · EX-99.1→ BD updateQ3 confirms $960M cash (better than my post-raise estimate), four Phase 3 trials now running, and language about building "commercial infrastructure" that nudges the go-it-alone sell trigger — but the Fast Follower Factory is executing on every clock it set.BD extracted 2 program updates from this document → VKTX pipeline
- VIRVir BiotechnologyReleaseVir Biotechnology Announces Appointment of Suzanne Topalian to its Board of Directors
- VIRVir Biotechnology8-KCurrent report: officer / director change
- SLSSELLAS Life Sciences GroupReleaseSELLAS Life Sciences Reaches 80th Event in Phase 3 REGAL Trial of Galinpepimut-S (GPS) in Acute Myeloid Leukemia→ BD updateThe 80th REGAL event has arrived — the database lock, unblinding, and topline Phase 3 GPS readout are now queued for this quarter. The coin is finally in the air, and the stock is down -14.7% on the news.BD extracted 1 program update from this document → SLS pipeline
- RLAYRelay TherapeuticsReleaseRelay Therapeutics to Announce Third Quarter 2026 Financial Results and Corporate Highlights on November 4, 2026
- REPLReplimune GroupReleaseReplimune Reports Fiscal Second Quarter 2027 Financial Results and Provides Corporate Update→ BD updateSummary on the 8-K
- REPLReplimune Group8-KCurrent report: results of operations · EX-99.1 EXHIBIT 99.1→ BD updateTUDRIQEV is officially in patients — 15+ institutions have written prescriptions just weeks after the October 6 launch, payer coverage spans a majority of lives, and Replimune's cash runway is confirmed at $307.8M with no going-concern risk. The commercial war has started, and today's +23% move says the market believes it.
- REPLReplimune Group10-QQuarterly report→ BD updateSummary on the 8-K
- RAPPRapport TherapeuticsFWPFree writing prospectus (offering terms)
- RAPPRapport TherapeuticsFWPFree writing prospectus (offering terms)
- RAPPRapport TherapeuticsFWPFree writing prospectus (offering terms)
- RAPPRapport TherapeuticsFWPFree writing prospectus (offering terms)
- QUREuniQureReleaseuniQure to Announce Third Quarter 2026 Financial Resultsvia aggregator
- QTTBQ32 BioSCHEDULE 13GPassive >5% holder (13G)
- QNRXQuoin PharmaceuticalsS-3Shelf registration
- PYPDPolyPidReleasePolyPid Unveils Expanded Pipeline Strategy, Introducing PD01B, a New Kynatrix™ Based Product Candidate for the Treatment of Diabetic Foot InfectionsSummary on the 6-KBD extracted 1 program update from this document → PYPD pipeline
- PYPDPolyPid6-KForeign issuer report · EX-99.1 PRESS RELEASE ISSUED BY POLYPID LTD. ON OCTOBER 28, 2026, TITLED "POLYPID UNVEILThirty-one days before the November 28 PDUFA, PolyPid named PD01B — a Kynatrix-based local antibiotic for diabetic foot infections — and updated its catalyst table with the first hard NTAP timing (August 2027) and a new label-expansion FDA dialogue starting Q4 2026. None of this moves the manufacturing-inspection needle, but the platform is now more than a one-product story, and the NTAP date update corrects one of the bear-case assumptions I laid out.
- PRQRProQR TherapeuticsReleaseProQR to Present Clinical and Preclinical Progress from AX-0810 and AX-0811 at Upcoming Conferences
- PRQRProQR Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1BD extracted 1 program update from this document → PRQR pipeline
- PALIPalisade BioReleasePalisade Bio Announces First Patient Dosed in Global Phase 2b ASCENTRA-UC Study Evaluating Once-Daily Oral PALI-2108 for the Treatment of Ulcerative ColitisASCENTRA-UC has dosed its first patient — the trial I called "the entire valuation" is now enrolling — while ACG data partially addresses the β-glucuronidase variability risk and the dose discontinuity that were the two biggest structural questions I left open.
- NBPNovaBridge BiosciencesReleaseNovaBridge Biosciences Appoints Chuck Silberstein as Chief Financial OfficerSummary on the 6-K
- NBPNovaBridge Biosciences6-KForeign issuer report · EX-99.1NovaBridge swaps its China-heritage CFO for a Wall Street/BD veteran — the second piece of a deliberate operating-layer rebuild, timed five days before the November 2 registrational-strategy webcast where the Phase 3 funding question is finally supposed to get an answer.
- MLYSMineralys TherapeuticsReleaseMineralys Therapeutics to Announce Third Quarter 2026 Financial Results and Host Conference Call on Wednesday, November 4, 2026
- MLYSMineralys TherapeuticsReleaseMineralys Therapeutics Announces Publication of Phase 2 Explore-CKD Trial Results for Lorundrostat in Kidney InternationalBD extracted 1 program update from this document → MLYS pipeline
- MISTMilestone Pharmaceuticals8-KCurrent report: listing notice→ BD updateNasdaq fired a formal sub-$1.00 minimum bid deficiency notice on October 23, giving MIST 180 days (until April 21, 2027) to get back above $1.00 — or face delisting. The slow execution climb just acquired a hard deadline and a new structural bear argument.
- LGVNLongeveronReleaseLongeveron Announces Engagement of Lucid Capital Marketsvia aggregatorLongeveron has named Lucid Capital Markets as its strategic advisor — the business-combination process the author flagged in September is now formally engaged, with a specific bank and an explicit M&A mandate, as the cash clock ticks into Q4.
- LENZLENZ TherapeuticsReleaseLENZ Therapeutics Reports Third Quarter 2026 Financial Results, Announces Strategic Consumer Marketing Focused Reorganization and CEO Succession→ BD updateSummary on the 8-K
- LENZLENZ Therapeutics8-KCurrent report: results of operations, exit / restructuring costs, officer / director change · EX-99.1→ BD updateQ3 delivered the 50% volume jump I said was the test — 38,000+ packs on $2.6M in product sales — but LENZ simultaneously announced a 75% headcount cut, a >50% reduction in 2027 opex (targeting $70–75M), and CEO Schimmelpennink's departure, releasing everything after the close in a bundle that requires careful unpacking.
- KYMRKymera TherapeuticsReleaseWATERTOWN, Mass., Oct. 28, 2026 (GLOBE NEWSWIRE) -- Kymera Therapeutics, Inc. (NASDAQ: KYMR), a clinical-stage biopharmaceutical company advancing a new class of oral small molecule degrader medicinesThe KT-579 Phase 1 healthy volunteer data — the IRF5 readout I flagged as a "near-term, dated event" in the August update — drops tomorrow morning (October 29) alongside Q3 earnings. Here's what to watch for and why it matters beyond the BROADEN2 binary.BD extracted 1 program update from this document → KYMR pipeline
- KTTAPasithea TherapeuticsReleasePasithea Therapeutics to Host Virtual KOL Event on NF1 Treatment November 4, 2026
- JBIOJade BiosciencesSCHEDULE 13GPassive >5% holder (13G)
- IXHLIncannex HealthcareDEFA14AProxy soliciting material
- IXHLIncannex HealthcareDEF 14AProxy statement
- IXHLIncannex HealthcareARSAnnual report to shareholders
- INMBInmune BioReleaseINmune Bio, Inc. Announces Pricing of $4.50 Million Registered Direct Offering and Concurrent Privat...→ BD updateThe dilutive raise the thesis predicted has arrived — but at $4.5M gross, it buys weeks of runway, not a clean balance sheet, and the going-concern flag is almost certain to survive intact.
- INBXInhibrx BiosciencesSCHEDULE 13G/A13G amendment
- GOSSGossamer Bio8-KCurrent report: shareholder vote
- GLUEMonte Rosa TherapeuticsReleaseMonte Rosa Therapeutics Announces Milestone Achievement Associated with Second Phase 2 Clinical Study Initiation for VAV1-directed Molecular Glue Degrader MRT-6160 (DDY391)→ BD updateNovartis just activated its second Phase 2 for MRT-6160 (DDY391) — this time in psoriatic arthritis — and cut another check: $37.5M, non-dilutive, with more activations and milestones queued behind it.
- GERNGeronReleaseGeron Corporation Provides Update on Phase 3 IMpactMF Clinical Trial of Imetelstat in Relapsed/Refractory Myelofibrosis→ BD update
- GERNGeron8-KCurrent report: other events · EX-99.1→ BD updateBD extracted 2 program updates from this document → GERN pipeline
- GANXGain Therapeutics8-KCurrent report: officer / director change
- ENTAEnanta PharmaceuticalsReleaseEnanta Pharmaceuticals Announces Planned Retirement of Longstanding Chief Executive Officer Jay R. Luly, Ph.D. After 23 Years of Company Leadership→ BD updateSummary on the 8-K
- ENTAEnanta Pharmaceuticals8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1→ BD updateJay Luly — the founder-era CEO who built Enanta's chemistry platform over 23 years — is retiring by February 1, 2027, right as RESOLVE heads into enrollment and EDP-978 Phase 1 nears readout; the stock dropped ~5% on the news and the successor search introduces real strategic uncertainty at the worst possible moment.
- DBVTDBV TechnologiesReleaseDBV Technologies Reports Third Quarter 2026 Financial Results and Business Update→ BD updateSummary on the 8-K
- DBVTDBV Technologies8-KCurrent report: results of operations · EX-99.1→ BD updateDBV's Q3 10-Q drops a formal going-concern flag while the Fareva Amboise warning letter remains unresolved — but the company has now embedded a PAI target date in the BLA and pushed the toddler program to 2027, redefining the timeline and capital risk profile ahead of the filing-acceptance binary.
- DBVTDBV Technologies10-QQuarterly report→ BD updateSummary on the 8-K
- CTNMContineum TherapeuticsSCHEDULE 13G/A13G amendment
- CTNMContineum TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- CTMXCytomX TherapeuticsSCHEDULE 13G/A13G amendment
- COYACoya TherapeuticsReleaseCoya Therapeutics to Present Neurofilament Light Chain (NfL) Biomarker Stratification Methodology in the ALSTARS Trial to Minimize the Impact of Heterogeneity in ALS Clinical Trials at the 2026 Annual
- CMPSCOMPASS PathwaysSCHEDULE 13GPassive >5% holder (13G)
- CMPSCOMPASS PathwaysReleaseCompass Pathways to Highlight Scientific Research and TRD Disease State Education Efforts at the 2026 Neuroscience Education Institute Fall Congress
- CLYMClimb BioSCHEDULE 13GPassive >5% holder (13G)
- CHRSCoherus OncologyReleaseCoherus Oncology Announces Compelling Tagmokitug Interim Clinical Data in Esophageal Cancer and Path to Advance Development→ BD updateBD extracted 1 program update from this document → CHRS pipeline
- BCTXBriaCell Therapeutics10-KAnnual report→ BD updateBriaCell's FY2026 10-K confirms the Phase 3 Bria-ABC interim is still pending with no fresh 1H 2026 window, ~$20.5M in liquid assets against a ~$28.7M annual burn — roughly 8–9 months of runway from July 31 — while commercial prep signals (CRA engagement, MSK site addition, FUJIFILM manufacturing scale-up) suggest management is building for approval even as the financing clock tightens.BD extracted 1 program update from this document → BCTX pipeline
- ANNXAnnexonReleaseAnnexon to Host Virtual Investor Event on November 3, 2026: Vonaprument for the Treatment of Geographic Atrophy - Highlighting Key Aspects of Phase 3 ARCHER II Trial
- ADMAAdma BiologicsReleaseADMA Biologics to Report Third Quarter 2026 Financial Results on November 4, 2026
- ADAGAdageneReleaseAdagene Announces Dosing of First Patient in Phase 1 Study of Muzastotug in Combination with Incyte’s INCA33890 in Patients with Microsatellite Stable Colorectal Cancer
- ACTUActuate Therapeutics8-KCurrent report: material agreement, other events · EX-99.1 PRESS RELEASE DATED OCTOBER 27, 2026The offering closed October 28 at $0.355/share — $9.96M net, the smallest version of a deal that started at $41M — but the prospectus now carries the first explicit 12-month runway claim. The dilution trap executed; the going-concern cliff just moved.
- ACTUActuate Therapeutics424B5Prospectus supplement (offering)Summary on the 8-K
- ACETAdicet BioSCHEDULE 13G/A13G amendment
- ABOSAcumen PharmaceuticalsEFFECTRegistration effective
Tuesday, October 2746
- ZYMEZymeworksReleaseFaeth Appoints Adam Schayowitz, Ph.D., MBA, Head of Research and Development at Zymeworks, to Board of Directorsvia aggregator
- ZURAZura BioS-3Shelf registrationSummary on the 8-K
- ZURAZura BioReleaseZura Bio Reports Third Quarter 2026 Financial Results and Recent Corporate UpdatesSummary on the 8-K
- ZURAZura Bio8-KCurrent report: results of operations, Reg FD disclosure · EX-99.1With TibuSHIELD data now formally due "later this quarter," Zura refreshed its balance sheet picture ($187.7M cash, $59.3M nine-month burn) and quietly filed a new $700M shelf after the close — setting up the ATM for post-data use and reminding the market the dilution toolkit is loaded.
- ZURAZura Bio10-QQuarterly reportSummary on the 8-K
- ZNTLZentalis PharmaceuticalsSCHEDULE 13G/A13G amendment
- ZBIOZenas BioPharmaSCHEDULE 13GPassive >5% holder (13G)
- XNCRXencorSCHEDULE 13G/A13G amendment
- WVEWave Life SciencesSCHEDULE 13G/A13G amendment→ BD updateSummary on the 8-K
- WVEWave Life SciencesSCHEDULE 13GPassive >5% holder (13G)→ BD updateSummary on the 8-K
- WVEWave Life SciencesReleaseWave Life Sciences Reports Third Quarter 2026 Financial Results and Provides Business Update→ BD updateSummary on the 8-K
- WVEWave Life Sciences8-KCurrent report: results of operations · EX-99.1→ BD updateWave's Q3 print confirmed the fortress balance sheet is holding ($431M, runway into Q3 2028), but the headline that matters most is buried: CEO Bolno's 2.9M-share sell plan was terminated on July 30 with zero shares sold — the bearish signal I flagged in July just evaporated, while the combination trial with tirzepatide and the Q4 data calendar keep the catalyst chain compounding.
- WVEWave Life Sciences10-QQuarterly report→ BD updateSummary on the 8-K
- VYGRVoyager TherapeuticsReleaseVoyager’s Tau-Targeted Gene Therapy VY1706 and Anti-Tau Antibody VY7523 for Alzheimer’s Disease to Be Featured in Poster Presentations at CTAD 2026
- VTVTvTv TherapeuticsReleasevTv Therapeutics Announces First Participant Randomized in Phase 2a Pilot Study Evaluating Cadisegliatin in Individuals with Type 1 Diabetes (T1D) Using Hybrid Closed-Loop (HCL) Insulin Delivery SysteThe Hybrid CATT1 clock just started — vTv randomized its first patient into the Phase 2a study of cadisegliatin in closed-loop pump users, tackling the payer objection I flagged as the drug's biggest commercial hurdle. Here's what the trial design tells us, and what it doesn't.
- VNDAVanda PharmaceuticalsSCHEDULE 13GPassive >5% holder (13G)→ BD updateSummary on the release
- VNDAVanda PharmaceuticalsReleaseVanda Pharmaceuticals Announces Positive Results from Study 3601 of NEREUS™ (tradipitant) for Prevention of GLP-1-Induced Vomiting→ BD updateThe GLP-1 sidecar lottery ticket just printed a winning number: Study 3601 hit its primary endpoint (43.0% vs. 58.5% vomiting, p=0.006) and delivered an 81% relative reduction in extreme vomiting (p=0.0003) — the strongest signal in Vanda's pipeline history, and the one catalyst the entire bull case was waiting for.
- VIRVir BiotechnologySCHEDULE 13G/A13G amendment
- TYRATyra BiosciencesSCHEDULE 13G/A13G amendment
- TGTXTg TherapeuticsSCHEDULE 13G/A13G amendment
- TENXTenax TherapeuticsSCHEDULE 13G/A13G amendment
- SLSSELLAS Life Sciences GroupSCHEDULE 13G/A13G amendment
- RVMDRevolution MedicinesReleaseRevolution Medicines to Participate in November 2026 Investor Conferences
- RAREUltragenyx PharmaceuticalReleaseUltragenyx to Host Conference Call for Third Quarter 2026 Financial Results and Corporate Update
- RAPPRapport Therapeutics424B5Prospectus supplement (offering)
- RAPPRapport Therapeutics424B5Prospectus supplement (offering)
- PTGXProtagonist TherapeuticsSCHEDULE 13G/A13G amendment
- PTGXProtagonist TherapeuticsReleaseProtagonist Therapeutics to Participate in Four Investment Bank Conferences in November 2026via aggregator
- ONCYOncolytics BiotechReleaseOncolytics Biotech® Reports Strong Durability and Survival Data in Anal Cancer, Positioning Pelareorep as Potential Backbone Immunotherapy Across HPV-Driven Cancers→ BD updateSummary on the 8-K
- ONCYOncolytics Biotech8-KCurrent report: other events · EX-99.1→ BD updateGOBLET Cohort 4's long-awaited final durability data just landed — ~15-month median DOR, all responders alive past 12 months — but the market isn't buying it, and a buried footnote reveals the efficacy figures come from "internal calculations for this draft," not a peer-reviewed dataset.
- NKTRNektar TherapeuticsReleaseNektar Therapeutics to Announce Financial Results for the Third Quarter on Thursday, November 12, 2026, After Close of U.S.-Based Financial Markets
- NGNENeurogeneReleaseNeurogene Presents New Data at ESGCT Congress that Reinforce Key Differentiators of NGN-401 Gene Therapy for Rett SyndromeBD extracted 1 program update from this document → NGNE pipeline
- MGTXMeiraGTxReleaseMeiraGTx Announces Four Posters at the European Society of Gene and Cell Therapy (ESGCT) 2026 Annual Congress and the Network of Excellence for ALS (NEALS) Annual Meeting
- LENZLENZ TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- LEGNLegend BiotechReleaseLegend Biotech to Host Investor Conference Call on Third Quarter 2026 Results
- KYMRKymera TherapeuticsSCHEDULE 13G/A13G amendment
- KURAKura OncologySCHEDULE 13G/A13G amendment
- KROSKeros TherapeuticsSCHEDULE 13G/A13G amendment
- JBIOJade BiosciencesSCHEDULE 13GPassive >5% holder (13G)
- IRDOpus GeneticsSCHEDULE 13GPassive >5% holder (13G)
- IMMXImmix BiopharmaSCHEDULE 13GPassive >5% holder (13G)
- HROWHarrowSCHEDULE 13G/A13G amendment
- HRMYHarmony BiosciencesSCHEDULE 13G/A13G amendment
- HELPHelus PharmaReleaseHelus Pharma Announces Co-Founders’ Transition from Executive Leadership as Company Advances Toward Next Stage of Development→ BD updateSummary on the 6-K
- HELPHelus Pharma6-KForeign issuer report · EX-99.1 EXHIBIT 99.1→ BD updateBoth Helus co-founders just stepped back from executive roles two months before the APPROACH Phase 3 readout — the move can be read as a clean CEO handoff to Halstead, or as founders quietly stepping aside ahead of a binary event.
- EYPTEyePointSCHEDULE 13GPassive >5% holder (13G)
- ENTXEntera BioReleaseEntera Appoints Global Research and Development Leader Dr. Juan Camilo Arjona Ferreira to Its Board of Directors
- ENTXEntera Bio8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1 EXHIBIT 99.1
- ENTAEnanta PharmaceuticalsSCHEDULE 13GPassive >5% holder (13G)
- ELVNEnliven TherapeuticsSCHEDULE 13G/A13G amendment
- DTILPrecision BiosciencesSCHEDULE 13GPassive >5% holder (13G)
- DBVTDBV TechnologiesReleaseDBV Technologies to Report Third Quarter 2026 Financial Results and Business Update on October 28, 2026
- COGTCogent BiosciencesReleaseCogent Biosciences to Participate in the Guggenheim Healthcare Innovation Conference
- CMPSCOMPASS PathwaysReleaseCompass Pathways to Announce Third Quarter 2026 Financial Results on November 3, 2026
- CLYMClimb BioSCHEDULE 13GPassive >5% holder (13G)
- CLRBCellectar BiosciencesReleaseCellectar Biosciences Reports Case Study Highlighting Complete Response Lasting More Than Eight Years in Heavily Pretreated DLBCL Patient Treated with Iopofosine I 131 LEARN MORE
- CGEMCullinan TherapeuticsReleaseCullinan Therapeutics Advances Velinotamig into Global Clinical Development for Autoimmune Cytopenias Following IND Clearance by the U.S. FDAVelinotamig's FDA and Australian TGA IND clearances arrived roughly a quarter ahead of the Q1 2027 calendar I'd been tracking — the global ITP/wAIHA basket trial is now enrolling, with the ACR November 8 data readout 12 days away as the next live catalyst.
- CBIOCrescent BiopharmaSCHEDULE 13GPassive >5% holder (13G)
- CADLCandel TherapeuticsReleaseCandel Therapeutics to Present at November Investor Conferences
- CABACabaletta BioSCHEDULE 13G/A13G amendment
- BEAMBeam TherapeuticsReleaseBeam Therapeutics Reports Initial Clinical Data from Phase 1/2 Trial of BEAM-301, Demonstrating Proof of Concept for Genetic Correction in Glycogen Storage Disease Type Ia (GSDIa) at ESGCT 33rd Annual→ BD updateBEAM-301's ESGCT poster delivers the answers the October 13 update asked for: two 40 mg patients are now completely off cornstarch, the non-responder has a mechanistic explanation, the 60 mg cohort is enrolling, and Beam is engaging the FDA on an approval path — all on the same clean-liver-enzyme story that has anchored the platform thesis.BD extracted 1 program update from this document → BEAM pipeline
- ARVNArvinasReleaseArvinas to Report Third Quarter 2026 Financial Results on November 3, 2026
- ARVNArvinasReleaseArvinas Announces Return of Early Career Researcher Award to Recognize Innovation in Targeted Protein Degradation
- ARTVArtiva BiotherapeuticsReleaseArtiva Biotherapeutics Announces Strategic Update and Discontinues Development of AlloNK®→ BD updateSummary on the 8-KBD extracted 1 program update from this document → ARTV pipeline
- ARTVArtiva Biotherapeutics8-KCurrent report: results of operations, exit / restructuring costs · EX-99.1→ BD updateArtiva killed AlloNK this morning — durability failed, two patients died, 94% of staff are being let go, and the Phase 3 is cancelled. The bear case I named in December just got confirmed in the most brutal way possible, and the only thing left standing is $319M in cash and a strategic alternatives process.BD extracted 1 program update from this document → ARTV pipeline
- ALTAltimmuneReleaseAltimmune Appoints Peter Greenleaf and Alex Howarth, Two Leading Biotech Executives, to Board of Directors to Support Its Strategic Evolution
- ALTAltimmune8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1 EXHIBIT 99.1
- ALLOAllogene TherapeuticsSCHEDULE 13G/A13G amendment
- ADAGAdageneReleaseAdagene to Participate in the Guggenheim Securities 3rd Annual Healthcare Innovation Conference
- ACTUActuate TherapeuticsReleaseACTUATE THERAPEUTICS ANNOUNCES PRICING OF $11.0 MILLION UNDERWRITTEN PUBLIC OFFERING→ BD updateThe offering finally priced at $0.71/unit — smaller than every prior assumption, with warrants struck at $0.45 that are immediately in-the-money, netting the company roughly $10M to fund a runway measured in quarters, not years.
- ACRSAclaris TherapeuticsReleaseAclaris Therapeutics Announces Positive Phase 1b Proof-of-Concept Primary Analysis Results for its Anti-TSLP/IL-4Rα Bispecific ATI-052 in Atopic Dermatitis (AD) and Asthma→ BD updateSummary on the 8-K
- ACRSAclaris TherapeuticsReleaseAclaris Therapeutics Announces Pricing of $50.0 Million Offering of Common Stock and Pre-Funded Warrants→ BD updateSummary on the 8-K
- ACRSAclaris Therapeutics8-KCurrent report: material agreement→ BD updateATI-052's Phase 1b POC data in both atopic dermatitis (45% placebo-adjusted EASI, 78% EASI-50, durable through week 16) and asthma (59% FeNO reduction from a single dose, 200 mL FEV1 gain) landed this morning — the "prove-it moments" the thesis was built around — while a simultaneous $50M underwritten offering at $3.50/share and a strategic pivot to EoE as the Phase 2b lead indication add new wrinkles for holders.BD extracted 1 program update from this document → ACRS pipeline
- ACRSAclaris Therapeutics8-KCurrent report: results of operations, Reg FD disclosure, other events · EX-99.1→ BD updateSummary on the 8-K
- ACRSAclaris Therapeutics424B5Prospectus supplement (offering)→ BD updateSummary on the 8-K
- ABSIAbsciSCHEDULE 13G/A13G amendment
Monday, October 2642
- ZYMEZymeworksDEFA14AProxy soliciting material
- ZYMEZymeworksDEF 14AProxy statement
- ZYMEZymeworksARSAnnual report to shareholders
- XNCRXencor8-KCurrent report: results of operations, Reg FD disclosure, other events · EX-99.1 PRESENTATION DATED OCTOBER 26, 2026→ BD updateXmAb819's ESMO oral delivered a 45.5% confirmed ORR at the proposed Phase 3 dose — decisively ahead of the 25% headline I had been tracking — with an 82% 6-month PFS estimate, median PFS not reached, and cash runway now extended into 2029; Xencor has named its RP3D, signaled an accelerated approval pathway discussion with FDA, and outlined a randomized pivotal versus tivozanib.BD extracted 2 program updates from this document → XNCR pipeline
- TVTXTravere TherapeuticsReleaseTravere Therapeutics to Report Third Quarter 2026 Financial ResultsFILSPARI's randomized PROTECT biomarker data from ASN Kidney Week delivers the p-values I said to wait for: four inflammatory markers, all moving harder on sparsentan than on irbesartan in a blinded 404-patient cohort, with the IL-6 result the starkest (−45.4% vs. +8.7%). The science backs the "two-front war" mechanism at a level that chips away at the remaining bear case — and the stock hasn't priced it yet.
- SRPTSarepta TherapeuticsReleaseSarepta Therapeutics to Present at Upcoming Investor Conferencesvia aggregator
- SNDXSyndax PharmaceuticalsReleaseSyndax to Announce Third Quarter 2026 Financial Results and Host Conference Call and Webcast on November 2, 2026via aggregator
- SLDBSolid BiosciencesReleaseSolid Biosciences Announces European Commission Orphan Designation for SGT-212 and Continued Progress in the FALCON Trial in Friedreich’s Ataxiavia aggregator
- RXRXRecursion PharmaceuticalsReleaseRecursion to Host Webinar Focused on Updated REC-4881 (FAP) Data from CGA-IGC on Tuesday, November 3
- ORKAOruka TherapeuticsReleaseOruka Therapeutics Announces Positive Week 16 Results for ORKA-001 from the Ongoing EVERLAST-B Trial in Moderate-to-Severe Psoriasis→ BD updateSummary on the 8-K
- ORKAOruka Therapeutics8-KCurrent report: Reg FD disclosure, other events · EX-99.1 PRESS RELEASE, DATED OCTOBER 26, 2026→ BD updateEVERLAST-B, the 187-patient Phase 2b dose-ranging trial, replicated EVERLAST-A's signal almost exactly — 61% PASI 100 at the 600 mg high dose vs. 0% placebo — in a larger, globally diverse cohort, locking in dose selection and clearing the runway to Phase 3 initiation in 1H 2027.BD extracted 1 program update from this document → ORKA pipeline
- NVCTNuvectis PharmaReleaseNuvectis Reports Positive Data from NXP200 Phase 1b Study Demonstrating Durable Responses, Including Complete Responses, in BRAF V600-mutated Recurrent or Progressive Gliomasvia aggregator→ BD updateThe ESMO oral I promised readers would be "the first dataset in this portfolio I can inspect rather than accept secondhand" just landed — and NXP200 delivered ~40% ORR with CRs in recurrent glioma, a 17-month median OS in high-grade patients, and responses in prior BRAF-inhibitor failures. The stock is down nearly 8% anyway.BD extracted 1 program update from this document → NVCT pipeline
- NRSNNeuroSense Therapeutics6-KForeign issuer report→ BD updateNeuroSense has signed a collaboration to supply PrimeC through a U.S. pre-approval access pathway, targeting first revenues in H1 2027 — the first commercial arrangement since the March pharma term-sheet collapse, but one that pays the advisor in equity and carries enough "mays" and "potentials" to fill a risk-factor section.
- NBPNovaBridge Biosciences6-KForeign issuer report · EX-99.1→ BD updateThe ESMO readout I've been waiting for since August finally landed — and givastomig's 16.9-month mPFS held at nearly 18 months of follow-up, directly answering the statistical fragility flag. The stock's -11.3% Monday reaction looks like a classic sell-the-news setup on data that actually strengthened the bull case.
- MDNAFMedicenna TherapeuticsReleaseMedicenna Reports Potent CD122 Blockade and Extended Survival with MDNA209 in Preclinical Models of Autoimmune Disease
- LGVNLongeveronReleaseLongeveron Announces Updated Results from ELPIS II Phase 2b Clinical Trial Evaluating Laromestrocel as a Potential Treatment for Hypoplastic Left Heart Syndrome (HLHS)via aggregator→ BD updateSummary on the 8-K
- LGVNLongeveron8-KCurrent report: other events · EX-99.1 PRESS RELEASE OF LONGEVERON INC., DATED OCTOBER 26, 2026→ BD updateSix weeks after ELPIS II's primary endpoint miss, a pre-specified secondary MACE endpoint has now reached statistical significance (8 SOC events vs. 1 laromestrocel, p=0.043) — and the full dataset just earned a Late-Breaking Science podium slot at the AHA. Does this reopen the regulatory door, or is it a secondary-endpoint lifeline on a sinking ship?BD extracted 1 program update from this document → LGVN pipeline
- IRONDisc MedicineSCHEDULE 13D/A13D amendment
- IMTXImmatics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1→ BD updateIMA402's first full ESMO readout at the RP2D range delivers 32% confirmed responses and a 12.5-month median duration in PRAME-high melanoma — offering the strongest evidence yet that the off-the-shelf "Wave 3" leg can carry weight alongside anzu-cel's pending Phase 3 readout.BD extracted 3 program updates from this document → IMTX pipeline
- IMRXImmuneeringReleaseImmuneering Presents Design and Methodology of Ongoing Phase 3 MAPKeeper 301 Trial at ESMO Congress 2026
- IMNMImmunomeReleaseImmunome Presents Additional Clinical Data for Varegacestat in Desmoid Tumors at ESMO 2026BD extracted 1 program update from this document → IMNM pipeline
- HURATuHURA BiosciencesReleaseTuHURA Biosciences Provides First Look at Data from its Open-Label Study of IFx-2.0 as an Adjunctive Therapy to Keytruda® in First Line Treatment of Patients with Deep Seated Metastatic Merkel Cell Ca→ BD updateTuHURA dropped first data from its interventional-radiology IFx-2.0 study today: 3 of 3 front-line MCC patients hit confirmed partial responses (RECIST 1.1) at 6 months when combined with pembrolizumab — the first time the combination has been tested in the first-line setting and a direct preview of the Phase 3 design, if not a proof of it.BD extracted 1 program update from this document → HURA pipeline
- HROWHarrowReleaseHarrow To Report Third Quarter 2026 Financial Results After Market Close on November 9, 2026
- GLSIGreenwich LifeSciencesDEFA14AProxy soliciting material
- GLSIGreenwich LifeSciencesDEF 14AProxy statement
- GLSIGreenwich LifeSciencesARSAnnual report to shareholders
- FATEFate TherapeuticsReleaseFate Therapeutics Presents Updated Preliminary Data For FT819 In Active Lupus Nephritis At American Society Of Nephrology Kidney Week 2026→ BD updateFate finally published the renal-response count the prior writeup said had gone silent — 100% CRR/PERR at Month 6 in the RECLAIM-LN bendamustine regimen — but the denominator is still only n=2, and the stock has drifted lower since the deep dive. Here's what the data actually say.BD extracted 1 program update from this document → FATE pipeline
- ENTAEnanta PharmaceuticalsReleaseEnanta Pharmaceuticals Announces First Patient Dosed in the RESOLVE Phase 2b/3 Study of Zelicapavir, a Potential First-in-Disease Treatment for Respiratory Syncytial Virus (RSV)RESOLVE just dosed its first patient — the 4Q 2026 trial initiation milestone I've been tracking since June has landed on schedule, moving the 2027 replication binary from calendar commitment to active enrollment.
- ELDNEledon PharmaceuticalsReleaseEledon Pharmaceuticals Presents Phase 2 BESTOW Trial Data Showing Sustained Improvements in Quality of Life and Symptom Burden with Tegoprubart Compared to Tacrolimus at American Society of Nephrology
- EIKNEikon TherapeuticsReleaseEikon Therapeutics Presents Updated EIK1001 Data from TeLuRide-005 at the European Society for Medical Oncology Congress→ BD updateSummary on the 8-K
- EIKNEikon Therapeutics8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateToday's full TeLuRide-005 NSCLC readout at ESMO delivers what I called a genuine two-sided catalyst: the squamous cohort posts a respectable 12.9-month median DOR, but non-squamous durability resolves below KEYNOTE-189's benchmark at 11.2 months — and the stock is down 23.7% as the market renders its verdict.BD extracted 1 program update from this document → EIKN pipeline
- CYDYCytoDynReleaseCytoDyn Presents Updated Leronlimab Data in Metastatic Colorectal Cancer at ESMO Congress 2026→ BD updateESMO delivered the ctDNA story again — but the primary endpoint (ORR by RECIST) was conspicuously absent from the poster. The stock slid 9.2% on Monday, and the silence around confirmed responses may be louder than the data that was presented.
- CLYMClimb Bio8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateThe long-awaited PrisMN Phase 2 data landed at ASN over the weekend, and the market's -13.5% reaction today is less about a clinical failure than a dose-complexity reveal: budoprutug works immunologically at 200 mg, but proteinuric patients clear it ≥2× faster than healthy volunteers, meaning the real efficacy story lives at 600–1000 mg doses with clinical remission data pushed to 2027.BD extracted 2 program updates from this document → CLYM pipeline
- CHRSCoherus OncologyReleaseCoherus Oncology to Report Third Quarter 2026 Financial Results on November 9, 2026
- CGENCompugenReleaseCompugen to Release Third Quarter 2026 Results on Monday, November 9, 2026
- AUTLAutolus TherapeuticsReleaseAUTOLUS THERAPEUTICS TO REPORT THIRD QUARTER 2026 FINANCIAL RESULTS AND HOST CONFERENCE CALL ON NOVEMBER 10, 2026
- APVOAptevo TherapeuticsReleaseAptevo Reports Mipletamig Combination Therapy Enabled 21% of Frontline AML Patients to Advance to Potentially Curative Stem Cell TransplantSummary on the 8-K
- APVOAptevo Therapeutics8-KCurrent report: other events · EX-99.1Mipletamig's transplant bridge rate just jumped to 21% (10/47 evaluable patients) vs. 0.7% in VIALE-A's ven/aza arm — the strongest clinically legible signal the drug has produced, arriving into a stock that has lost another 12% since the September data drop and still sits 63% below the warrant strike that funds the company.BD extracted 1 program update from this document → APVO pipeline
- ANIXAnixa BiosciencesReleaseOCT 26, 2026 8:30 AM EDT Anixa Biosciences Announces Completion of Treatment of Fifth Cohort in its Ovarian Cancer CAR-T Clinical Trial↗ It has completed dosing of the fifth cohort in its ongoing PhasCohort 5 dosing is complete and cohort 6 — a 10x dose increase to 1×10⁸ cells/kg — is next after a 30-day safety check, but the survivor count quietly lost a patient since July, and the CEO is still benchmarking against "weeks" when the literature says months.BD extracted 1 program update from this document → ANIX pipeline
- AKBAAkebia TherapeuticsReleaseU.S. Renal Care Presents Analysis of VOICE Trial Demonstrating Favorable Safety Outcomes for Patients Treated with Vadadustat Versus an ESA During a Late-Breaking Session at American Society of Nephro→ BD updateThe full VOICE dataset landed at ASN Kidney Week with new safety data — fewer serious adverse events and dramatically better hemoglobin control versus ESAs — giving Vafseo's sales force the peer-reviewed ammunition they need for post-TDAPA conversations, even as the structural risks I named in October remain unchanged.BD extracted 1 program update from this document → AKBA pipeline
- ACTUActuate TherapeuticsEFFECTRegistration effective
- ABOSAcumen PharmaceuticalsS-3Shelf registration→ BD updateSummary on the 8-K
- ABOSAcumen PharmaceuticalsReleaseAcumen Pharmaceuticals Reports Third Quarter 2026 Financial Results and Business Highlights→ BD updateSummary on the 8-K
- ABOSAcumen Pharmaceuticals8-KCurrent report: results of operations, Reg FD disclosure · EX-99.1→ BD updateALTITUDE-AD topline data lands in November 2026 — the binary event is now weeks away, not quarters — but with only $78.6M in cash, a persistent going-concern flag, and a freshly filed $500M shelf registration, the financing overhang hasn't gone away.
- ABOSAcumen Pharmaceuticals10-QQuarterly report→ BD updateSummary on the 8-K
Sunday, October 254
- XNCRXencorReleaseXencor Presents Phase 1 Dose Selection Data for XmAb819, a Potential First-in-Class ENPP3 x CD3 Bispecific T-Cell Engager, in Development for Patients With Advanced Clear Cell Renal Cell Carcinoma and→ BD updateSummary on the 8-K of Oct 26, 2026BD extracted 1 program update from this document → XNCR pipeline
- SMMTSummit TherapeuticsReleaseIvonescimab Plus Chemotherapy Demonstrates Overall Survival Superiority Compared to Durvalumab Plus Chemotherapy in First-Line Treatment of Patients with Advanced Biliary Tract Cancer in HARMONi-GI1 S→ BD updateThe HARMONi-GI1 blank I flagged in August finally got filled at ESMO 2026's Presidential Symposium — OS HR 0.75, p=0.0031, PFS HR 0.61, ORR 53.8% — and Summit simultaneously announced a Western registration-enabling BTC trial via ECOG-ACRIN, even as the stock continues bleeding ahead of the November 14 PDUFA.BD extracted 1 program update from this document → SMMT pipeline
- ORKAOruka TherapeuticsReleaseOruka Therapeutics to Host Conference Call to Report Week 16 Data for ORKA-001 from the Ongoing EVERLAST-B Trial on October 26, 2026→ BD updateSummary on the 8-K of Oct 26, 2026
- NBPNovaBridge BiosciencesReleaseNovaBridge Biosciences Reports Mature Phase 1b Data at ESMO 2026 Positioning Givastomig for Registrational Development→ BD updateSummary on the 6-K of Oct 26, 2026
Saturday, October 244
- ZYMEZymeworksReleaseZymeworks Presents New Phase 1 Data for Folate Receptor Alpha-Targeting Antibody-Drug Conjugate ZW191 at ESMO Congress 2026via aggregator→ BD updateThe randomized Part 2a dose-optimization data I've been waiting for just landed at ESMO: ZW191 hit 64.5% confirmed ORR in high-grade serous PROC at 6.4 mg/kg with a 100% disease control rate, median duration of response not reached at 7 months, and a dramatically cleaner safety profile than the higher dose — and the FRα-negative activity that makes this drug different from Elahere held up in the randomized cohort.
- IMTXImmaticsReleaseImmatics Presents Clinical Activity of IMA402 PRAME Bispecific and IMA203CD8 PRAME Cell Therapy across Advanced Solid Tumors in Two Oral Presentations at 2026 ESMO Annual Meeting→ BD updateSummary on the 6-K of Oct 26, 2026BD extracted 2 program updates from this document → IMTX pipeline
- CMPXCompass TherapeuticsReleaseCompass Therapeutics Announces Publication of Phase 2/3 COMPANION-002 Results for Tovecimig in the Journal of Clinical Oncology and Oral Presentation at ESMO 2026→ BD updateBD extracted 1 program update from this document → CMPX pipeline
- CLYMClimb BioReleaseClimb Bio Presents Initial PrisMN Phase 2 Data from Budoprutug in pMN at an Oral Session at ASN Kidney Week 2026→ BD updateSummary on the 8-K of Oct 26, 2026
Friday, October 2333
- ZYMEZymeworksReleaseZymeworks Enters into an Exclusive Global License and Collaboration Agreement with Roche for ZW209, a Trispecific T cell Engager Targeting DLL3via aggregator→ BD updateSummary on the 8-K
- ZYMEZymeworks8-KCurrent report: material agreement, Reg FD disclosure · EX-99.1→ BD updateZymeworks just signed a global Roche partnership for ZW209 — the DLL3 trispecific T-cell engager I called a placeholder — for $55M upfront, $40M at Phase 1b, and up to $718M in milestones. The R&D-to-royalty engine just printed its first wholly-owned deal.BD extracted 2 program updates from this document → ZYME pipeline
- ZNTLZentalis PharmaceuticalsReleaseZentalis Pharmaceuticals Announces Meaningful Median Overall Survival Data in Cyclin E1-Positive Platinum-Resistant Ovarian Cancer from DENALI Part 1b to be Presented at the ESMO Congress 2026
- TVTXTravere TherapeuticsReleaseTravere Presents New Biomarker Data at ASN Kidney Week Suggesting FILSPARI® (sparsentan) May Modify Underlying Disease Pathophysiology in IgA NephropathyBD extracted 1 program update from this document → TVTX pipeline
- TNGXTango TherapeuticsReleaseTango Presents Promising Results from Phase 1/2 Study of Vopimetostat and Daraxonrasib in Pancreatic Cancer and Provides Updates to Development Strategy→ BD updateSummary on the 8-K
- TNGXTango Therapeutics8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateToday's ESMO update confirmed the June 92% ORR thesis with a larger patient pool and longer follow-up — 82% ORR, 88% nine-month PFS rate in 22 evaluable PDAC patients — yet TNGX fell 16.4% during the session, creating one of the thesis's most analytically interesting disconnects since the original data print.BD extracted 1 program update from this document → TNGX pipeline
- TGTXTg TherapeuticsReleaseTG Therapeutics Announces Phase 1 Data Evaluating Azer-cel in Progressive Multiple Sclerosis in a Late-Breaking Oral Presentation at MSToronto2026→ BD updateAzer-cel's Phase 1 data in progressive MS just landed at ACTRIMS-ECTRIMS: n=26, clean safety across six dose levels, and 89% EDSS stable/improved at Day 90 in a population that had already failed high-efficacy therapies including anti-CD20 — the "free call option" is starting to look like it might cost something.BD extracted 1 program update from this document → TGTX pipeline
- SMMTSummit TherapeuticsReleaseSummit Therapeutics and Lunit Announce Agreement to Apply AI-powered SCOPE IO Platform for Tumor Microenvironment Analysis in Immuno-Oncology Development
- RVMDRevolution MedicinesReleaseRevolution Medicines Presents Overall Survival Data for RASONQUE™ (daraxonrasib) Across Subgroups in Previously Treated Metastatic Pancreatic Cancer at ESMO 2026RASONQUE's OS benefit held across every RAS genotype subgroup at ESMO — including patients with no detected RAS mutation — delivering the granular validation that the label's biomarker-agnostic breadth needed to be believed commercially.BD extracted 1 program update from this document → RVMD pipeline
- RCUSArcus Biosciences8-KCurrent report: other events→ BD updateThe Arcus offering priced Tuesday night at $17.50/share and closed today with the greenshoe exercised in full — 16.4M shares sold, ~$269.7M in net proceeds, and the institutional bid answered at the offer price.
- PCSAProcessa PharmaceuticalsEFFECTRegistration effective
- ORICOric Pharmaceuticals8-KCurrent report: Reg FD disclosure, other events · EX-99.1
- NBPNovaBridge Biosciences6-KForeign issuer report · EX-99.1Ragistomig dose-optimization data landed at ESMO this morning — two days before the givastomig Phase 1b readout that is the entire thesis catalyst. Here's what the secondary-asset data means and what to watch Saturday.BD extracted 1 program update from this document → NBP pipeline
- KYTXKyverna TherapeuticsReleaseKyverna Therapeutics Highlights Promising Updated Clinical Data with Miv-cel in Progressive Multiple Sclerosis at MS Toronto 2026BD extracted 1 program update from this document → KYTX pipeline
- KTTAPasithea TherapeuticsReleasePasithea Therapeutics Announces Positive PAS-004 Clinical Data from Phase 1 Advanced Cancer Study Presented at ESMO Congress 2026PAS-004's ESMO Congress poster extends the chronic-tolerability story to 500+ days with a Cmax/Cmin below 1.5 — the macrocycle's core pitch, rendered in the most compelling human data yet — while the stock paradoxically sold off 9% on the session.BD extracted 1 program update from this document → KTTA pipeline
- IONSIonis PharmaceuticalsReleaseIonis partner Roche announces new Phase 3 data showing sefaxersen significantly reduced proteinuria in people with IgA nephropathy (IgAN)→ BD updateSummary on the 8-K
- IONSIonis Pharmaceuticals8-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1→ BD updateSefaxersen's IMAgINATION data finally has a number attached — 43.1% proteinuria reduction vs. placebo (p<0.0001) — and it beats the iptacopan benchmark I said to watch for. The stock shrugged anyway, because the question gating this thesis still isn't sefaxersen's.BD extracted 1 program update from this document → IONS pipeline
- IMTXImmatics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1→ BD updateImmatics dropped the ESMO 2026 IMA203CD8 Phase 1 dataset this morning — 51% ORR across four tumor types and 60% ORR in gynecologic cancers at higher doses — and the stock fell anyway, which is the story worth unpacking.BD extracted 2 program updates from this document → IMTX pipeline
- IDYAIDEAYA BiosciencesReleaseIDE849 (SHR-4849) DLL3 TOP1 ADC Updated Phase 1 Results at ESMO 2026 Demonstrates Promising Anti-Tumor Activity and Preliminary Overall Survival Results in Relapsed Small Cell Lung Cancer and Neuroend→ BD updateIDE849's Hengrui Phase 1 at ESMO delivers the first OS data — 17.4-month median in second-line SCLC and a 65.4% confirmed response rate in brain-met patients — numbers that compare favorably to tarlatamab's randomized 13.6-month OS benchmark, while IDEAYA's own Western trial flashes an early safety split between the two candidate Phase 3 doses.BD extracted 1 program update from this document → IDYA pipeline
- ELTXElicio TherapeuticsReleaseElicio Therapeutics Presents Late-Breaking Phase 2 AMPLIFY-7P Results at ESMO Congress 2026 and Announces Simultaneous Publication in Nature Medicine→ BD updateAMPLIFY-7P lands at ESMO and in Nature Medicine with pre-specified ctDNA subgroup data that reframes the June miss: HR 0.51 in the ctDNA-negative majority (n=93) and a multivariable-adjusted ITT HR of 0.47 — but the stock sits 39% below August levels, cash remains critical, and "subject to funding" still qualifies every next step.BD extracted 1 program update from this document → ELTX pipeline
- EIKNEikon TherapeuticsReleaseEikon Therapeutics Presents Data from PARP1-Selective and WRN Helicase Programs at the European Society for Medical Oncology Congress→ BD updateSummary on the 8-KBD extracted 1 program update from this document → EIKN pipeline
- EIKNEikon Therapeutics8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateEikon's ESMO data landed today — EIK1005 posted its first patient efficacy signal (one PR in a MSI-H/dMMR patient on combo, six stable diseases on monotherapy), EIK1004 showed a strikingly clean heme profile (Grade ≥3 anemia/neutropenia each at just 1.5%), and the stock still dropped ~12% during the session, telling you exactly what the market thought of the pipeline read versus the still-absent TeLuRide-006 melanoma interim.BD extracted 2 program updates from this document → EIKN pipeline
- CLYMClimb BioReleaseClimb Bio and Mabworks Announce CLYM116/MIL116 Data Demonstrating Deep, Durable APRIL Suppression and ~70% Gd-IgA1 Reduction at ASN Kidney Week 2026Summary on the 8-K
- CLYMClimb Bio8-KCurrent report: Reg FD disclosure, other events · EX-99.1CLYM116's sweeper mechanism just got its most rigorous validation yet — dual-study, 88-subject dataset at ASN confirms ~33-day half-life (3.5x sibeprenlimab) and ≥90% free APRIL suppression through 12 weeks, while the stock sits 30% below the September data high.BD extracted 1 program update from this document → CLYM pipeline
- CATXPerspective TherapeuticsReleasePerspective’s [212Pb]Bamzireotide Navoxetan (VMT-α-NET) Demonstrates Encouraging Safety, Durable Disease Control, and Robust Tumor Response Across Multiple Dose Cohorts in Phase 1/2a Trial in Advanced→ BD updateSummary on the 8-K
- CATXPerspective Therapeutics8-KCurrent report: other events · EX-99.1→ BD updateThe ESMO oral delivered a dose-response signal — 50% ORR at 6.0 mCi vs. 33% at 5.0 mCi — and 72% PFS at 18 months, but two new Grade 3 renal events (2.9%) broke the "zero serious renal complications" streak and appear to have driven a -28.8% session drop.BD extracted 1 program update from this document → CATX pipeline
- BCTXBriaCell TherapeuticsReleaseBriaCell Announces ESMO 2026 Poster Highlighting Circulating Immune Biomarker Associated with Clinical Outcomes in Metastatic Breast Cancervia aggregatorBD extracted 1 program update from this document → BCTX pipeline
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1
- ARDXArdelyxReleaseArdelyx Presents Real-World Data at ASN Kidney Week 2026 Showing Serum Phosphate Reductions Following XPHOZAH® (tenapanor) Initiation With or Without Phosphate Binders
- APVOAptevo Therapeutics8-KCurrent report: material agreement, holder rights modified
- AKBAAkebia Therapeutics8-KCurrent report: listing notice
- ACETAdicet BioSCHEDULE 13GPassive >5% holder (13G)
- AARDAardvark Therapeutics8-KCurrent report: other events · EX-99.1
Thursday, October 2236
- XERSXeris BiopharmaReleaseXeris Biopharma to Report Third Quarter 2026 Financial Results and Business Highlights on November 5, 2026
- VSTMVerastemReleaseVerastem Oncology to Report Third Quarter 2026 Financial Results on November 5, 2026
- VRCAVerrica PharmaceuticalsReleaseVerrica Pharmaceuticals Announces Achievement of Milestones Unlocking Access to the Full $27.5 Million of Non-Dilutive Growth Capital Under Credit Facility→ BD updateThe redacted milestone gate that kept the $15M delayed draw locked — and kept VRCA on a watch list — just cleared. The full $27.5M facility is now available, funding both Phase 3 wart readouts and removing the central financing uncertainty the bear case was built on.
- VORVor BiopharmaReleaseTelitacicept Demonstrates Durable Preservation of Kidney Function Through Two Years in Phase 3 TELIGAN Trial in IgA Nephropathy→ BD updateTELIGAN's two-year final analysis just delivered what the May NEJM interim promised: hard kidney-function preservation with an eGFR slope near zero (-0.6 vs -5.7 mL/min/1.73m²/year, p<0.001) and an 89% relative risk reduction in clinically meaningful eGFR decline — presented in the plenary session at ASN Kidney Week, while the stock sits 24.5% below the September enrollment-completion update.
- VERAVera TherapeuticsReleaseVera Therapeutics Announces Positive ORIGIN 3 Final Efficacy Analysis of TRUTAKNA™ (atacicept-vymj) in IgA Nephropathy Presented at ASN Kidney Week 2026 and Published in the New England Journal of MedThe ORIGIN 3 full dataset just landed in the New England Journal of Medicine — nephrology's highest court — and VERA is down 6.9% on the day. The science keeps winning; the tape keeps not caring.BD extracted 1 program update from this document → VERA pipeline
- STOKStoke TherapeuticsReleaseStoke Therapeutics to Host Webcast and Conference Call to Discuss Third Quarter 2026 Business and Financial Updates
- SRPTSarepta TherapeuticsReleaseSarepta Therapeutics to Announce Third Quarter 2026 Financial Results
- SMMTSummit TherapeuticsReleaseIvonescimab Data Sets across Multiple Tumor Types to Be Featured at ESMO 2026HARMONi-GI1's OS hazard ratio lands at ESMO tomorrow — the topline we've been waiting on since August — while a new U.S.-based ECOG-ACRIN biliary trial directly addresses the FDA's geography problem, and 10 ivonescimab presentations across 8 tumor types hit Madrid this week, 23 days before the November 14 PDUFA.
- SGMTSagimet BiosciencesReleaseSagimet Biosciences Announces First Patient Dosed in AURORA Phase 3 U.S. Clinical Trial of Denifanstat for Moderate to Severe Acne→ BD updateSummary on the 8-K
- SGMTSagimet Biosciences8-KCurrent report: Reg FD disclosure · EX-99.1→ BD updateThe first patient has been dosed in AURORA — Sagimet's US registrational Phase 3 for denifanstat in moderate-to-severe acne — and the company has quietly pulled forward the topline readout to 2H 2027, a year sooner than prior guidance suggested, with cash now guided through mid-2029 including NDA submission.BD extracted 1 program update from this document → SGMT pipeline
- SCYXScynexisReleaseSCYNEXIS Completes Phase 1 Study of Intravenous SCY-247, a Novel, Triterpenoid Antifungal in Development for Treatment and Prevention of Invasive Fungal DiseasesThe IV SCY-247 Phase 1 that I flagged as nearly slipping in the September update just cleared cleanly — 50 mg QD hits the murine-model efficacy target, no serious adverse events, and Phase 2 is now slated for 2027 with both oral and IV formulations fully Phase 1-complete under the BARDA umbrella.BD extracted 1 program update from this document → SCYX pipeline
- SABSSAB Biotherapeutics25-NSEDelisting noticeA tranche of SABS warrants expired today, shrinking the dilution wall I've flagged in every update — and the stock's +13.4% move this week may be the market pricing that in.
- REPLReplimune GroupReleaseReplimune to Report the Fiscal Second Quarter 2027 Financial Results and Provide Corporate Update on October 28, 2026
- RCUSArcus BiosciencesReleaseArcus Biosciences Announces Pricing of $250 Million Public Offering of Common Stockvia aggregator
- RCUSArcus Biosciences424B5Prospectus supplement (offering)
- PCSAProcessa PharmaceuticalsDEF 14AProxy statement
- OCSOculis HoldingReleaseOculis Reports New Phase 2 ACUITY Biomarker Data Further Supporting Privosegtor’s Neuroprotective Potential in Optic NeuritisOculis dropped new blood-biomarker data from ACUITY at MSToronto 2026 showing Privosegtor suppressed NfL and GFAP — objective markers of nerve destruction and brain-cell inflammation — adding a third convergent layer of evidence to the structural and functional signals already on the table, while the stock has quietly bled another 37% since August.BD extracted 1 program update from this document → OCS pipeline
- OCGNOcugenReleaseOcugen to Provide Business Update and Third Quarter 2026 Financial Results on November 4
- MLYSMineralys TherapeuticsReleaseMineralys Therapeutics Presents New Lorundrostat Data in Participants with Hypertension and Chronic Kidney Disease at ASN Kidney Week 2026BD extracted 1 program update from this document → MLYS pipeline
- MDNAFMedicenna TherapeuticsReleaseMedicenna to Present Preclinical Data on Its CD122 Superantagonist MDNA209 at The Promises of Treg and Interleukin-2 Therapies Conference
- LENZLENZ TherapeuticsReleaseLENZ Therapeutics to Report Third Quarter 2026 Financial Results on October 29, 2026
- KYMRKymera TherapeuticsReleaseWATERTOWN, Mass., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Kymera Therapeutics, Inc. (NASDAQ: KYMR), a clinical-stage biopharmaceutical company advancing a new class of oral small molecule degrader medicines
- IRONDisc Medicine8-KCurrent report: material agreement, results of operations, other events · EX-99.1
- IONSIonis PharmaceuticalsReleaseIonis ranked #1 on Science’s Top Employers list
- IBRXImmunityBioReleaseJefferies Global Healthcare Conference
- GUTSFractyl HealthReleaseFractyl Health Sharpens Focus on Revita Following Positive Pivotal Results, Advancing Toward Planned FDA De Novo Submission in Post-GLP-1 Weight Maintenance→ BD updateSummary on the 8-K
- GUTSFractyl Health8-KCurrent report: exit / restructuring costs, officer / director change, other events · EX-99.1→ BD updateFractyl kills Rejuva internally, cuts 45% of staff, and loses its co-founder — but the burn drops to ~$8M/quarter and runway extends to Q2 2027, buying time for the De Novo filing and the 12-month pivotal readout that could still attract a strategic buyer.BD extracted 2 program updates from this document → GUTS pipeline
- ELOXEloxx Pharmaceuticals8-KCurrent report: officer / director change, other events
- ELOXEloxx Pharmaceuticals424B3Prospectus (resale / update)
- DRTSAlpha Tau Medical6-KForeign issuer report · EX-99.1 PRESS RELEASE DATED OCTOBER 22, 2026
- CTNMContineum TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- CGTXCognition TherapeuticsReleaseCognition Therapeutics Announces Alignment with FDA on Pivotal Phase 3 Trial of Zervimesine (CT1812) in Dementia with Lewy Bodies→ BD updateSummary on the 8-K
- CGTXCognition Therapeutics8-KCurrent report: other events · EX-99.1 EXHIBIT 99.1→ BD updateThe FDA alignment on Phase 3 design is the milestone I've been pointing at since September — NPI-2 (hallucinations + delusions) is the locked primary endpoint, ADCS-ADL the key secondary, 100 mg / 9-month / randomized design confirmed. The stock's -6.2% session move despite the news demands explanation.
- CADLCandel TherapeuticsReleaseCandel Therapeutics Appoints Maria Ostrovsky as General Counsel
- ACETAdicet BioReleaseAdicet Bio to Participate in Upcoming Investor Conferences
- ABOSAcumen PharmaceuticalsReleaseAcumen Pharmaceuticals to Present Preliminary Baseline Characteristics and Data on Care Experiences and Participation in Phase 2 ALTITUDE-AD Trial at the 19th Annual Clinical Trials on Alzheimer’s Dis
- AARDAardvark Therapeutics8-KCurrent report: other events · EX-99.1
Wednesday, October 2143
- VYGRVoyager TherapeuticsReleaseVoyager Announces CEO Succession Plan, Appoints Robin Swartz President→ BD update
- VYGRVoyager Therapeutics8-KCurrent report: officer / director change→ BD update
- VNDAVanda PharmaceuticalsReleaseVanda Pharmaceuticals to Announce Third Quarter 2026 Financial Results on October 28, 2026
- VKTXViking TherapeuticsReleaseViking Therapeutics to Report Financial Results for Third Quarter 2026 on October 28, 2026
- VIRVir BiotechnologyReleaseVir Biotechnology to Host Conference Call for Third Quarter 2026 Financial Results
- UNCYUnicycive TherapeuticsReleaseUnicycive Therapeutics Announces FDA Acceptance of Oxylanthanum Carbonate New Drug Application Resubmission and PDUFA Date of March 25, 2027→ BD updateThe FDA has accepted the OLC resubmission and set a March 25, 2027 PDUFA — the exact trip-wire I flagged on September 29 — but UNCY is still trading below every warrant strike, and the TDAPA clock has ticked three more weeks closer to expiration.
- TTRXTurn TherapeuticsReleaseU.S. Bancorp | BTIG to Host Turn Therapeutics for Virtual Fireside Chat
- TLXTelix Pharmaceuticals6-KForeign issuer report · EX-99.1TLX dropped 10.1% today after its Q3 2026 update confirmed the franchise plateau the prior writeup warned about — Precision Medicine revenue flat at $201M for the second consecutive quarter, dose volumes up just 1%, Zircaix still not resubmitted, and the ProstACT Global US IND amendment still being drafted rather than under FDA review.BD extracted 1 program update from this document → TLX pipeline
- TLSATiziana Life SciencesReleaseTiziana Management Team to Attend the 10th Joint ACTRIMS-ECTRIMS Meeting in Toronto
- TLSATiziana Life Sciences6-KForeign issuer report · EX-99.1 TIZIANA LIFE SCIENCES LTD PRESS RELEASE, DATED OCTOBER 21, 2026
- TGTXTg TherapeuticsReleaseTG Therapeutics Highlights New Clinical Data Across Multiple Sclerosis Portfolio at MSToronto2026
- STROSutro BiopharmaReleaseSutro Biopharma Announces First Patient Dosed in Phase 1 Trial of STRO-006, a Next-Generation ITGB6-Targeting ADC, in Advanced Solid Tumorsvia aggregatorSTRO-006 just dosed its first patient — Sutro's second ADC in the clinic in under a year, right on the catalyst timeline I published in August, even as the stock has been cut in half since that update.BD extracted 1 program update from this document → STRO pipeline
- SMMTSummit TherapeuticsReleaseSummit Therapeutics and ECOG-ACRIN Cancer Research Group Enter into Phase II / III Clinical Trial Collaboration to Evaluate Ivonescimab in First-Line Biliary Tract Cancer
- SCYXScynexisReleaseSCYNEXIS to Feature SCY-247 in a Pipeline Presentation at IDWeek
- RYTMRhythm PharmaceuticalsReleaseRhythm Pharmaceuticals to Report Third Quarter 2026 Financial Results on Tuesday, November 3, 2026
- RVMDRevolution MedicinesReleaseRevolution Medicines to Report Financial Results for Third Quarter 2026 After Market Close on November 4, 2026
- RCUSArcus BiosciencesReleaseArcus Biosciences Announces Commencement of Public Offering of Common Stock→ BD update
- RCUSArcus BiosciencesReleaseArcus Biosciences Announces Pricing of $250 Million Public Offering of Common St...→ BD update
- RCUSArcus Biosciences8-KCurrent report: results of operations→ BD update
- RCUSArcus Biosciences424B5Prospectus supplement (offering)→ BD update
- PYPDPolyPidReleasePolyPid to Present D-PLEX₁₀₀ Microbiology Data at IDWeek 2026→ BD updateFive weeks before the November 28 PDUFA, PolyPid drops the microbiology data I said was missing — pooled across 2,185 patients, it shows lower bacterial burden in breakthrough SSIs and no evidence of resistance selection, directly answering the antimicrobial stewardship objection that was the biggest adoption-tax risk nobody was modeling.BD extracted 1 program update from this document → PYPD pipeline
- LENZLENZ TherapeuticsSCHEDULE 13G/A13G amendment
- KYTXKyverna TherapeuticsReleaseKyverna Therapeutics Presents Full One-Year Registrational Data Set Demonstrating Sustained Clinical Benefit of Miv-cel in Stiff Person Syndrome at MS TorontoThe full KYSA-8 one-year poster at MS Toronto answers every question the September 24 topline left open — secondaries held across the board, the 6-minute walk deepened to 119 meters, and IEC-HS stays at zero. KYTX is down 16.5% since September 1 with the data getting steadily better.BD extracted 1 program update from this document → KYTX pipeline
- JBIOJade BiosciencesReleaseOCTOBER 21, 2026 Jade Biosciences to Highlight Advancement of JADE101 Development Program at American Society of Nephrology (ASN) Kidney Week 2026→ BD updateEVERGREEN, the JADE101 registrational Phase 3, just got pulled forward to Q4 2026 — a full quarter ahead of schedule — while the stock still sits within striking distance of the June deal-price floor.
- IVVDInvivydReleaseInvivyd Presents VMS063, a Potential Best-in-Class Monoclonal Antibody Candidate for the Treatment and Prevention of Measles, at IDWeek 2026
- IRONDisc MedicineReleaseDisc Medicine Announces Pricing of $450 Million Upsized Public Offering of Common Stockvia aggregator
- IRONDisc Medicine424B5Prospectus supplement (offering)
- IRDOpus GeneticsReleaseOpus Genetics Announces FDA Clearance of IND Application for OPGx-RDH12 Gene Therapy for Inherited Childhood Blindness→ BD updateSummary on the 8-K
- IRDOpus Genetics8-KCurrent report: officer / director change→ BD updateOpus's third gene therapy just cleared the FDA's IND hurdle and will dose its first patient this quarter — but the same day, the Chief Scientific and Development Officer quietly walked out the door.
- IONSIonis Pharmaceuticals8-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1→ BD updateHIBSAGO (bepirovirsen) won FDA approval after the close on October 20 — six days ahead of the PDUFA — with a 19% functional cure rate against less than 1% on standard of care, but a Boxed Warning and a tighter-than-expected label narrow the addressable pool and cap Ionis's royalty upside in ways the headline doesn't show.BD extracted 1 program update from this document → IONS pipeline
- INMBInmune BioReleaseINmune Bio Establishes Global Commercialization Framework for Ebstrocel™ Through Strategic Agreeme...→ BD updateSummary on the 8-K
- INMBInmune BioReleaseINmune Bio Advances Ebstrocel™ Toward Potential UK Approval in Mid-2027→ BD updateSummary on the 8-K
- INMBInmune Bio8-KCurrent report: Reg FD disclosure, other events · EX-99.1 PRESS RELEASE DATED OCTOBER 21, 2026→ BD updateINmune Bio submitted its final pre-MAA package to the MHRA on October 20 and signed a commercialization deal with Uniphar — the lottery ticket now has a submission on file, a February 2027 full MAA target, a mid-2027 UK approval window, and a named-patient access framework operating before any approval lands.BD extracted 1 program update from this document → INMB pipeline
- IMVTImmunovantReleaseImmunovant to Report Financial Results for the Second Fiscal Quarter Ended September 30, 2026, and Provide Business Update on Monday, November 9, 2026
- IMUXImmunicReleaseImmunic Presents New Clinical, Biomarker, and Preclinical Data for Vidofludimus Calcium in Four Poster Presentations at MSToronto2026 - the 10th Joint ACTRIMS-ECTRIMS MeetingBD extracted 1 program update from this document → IMUX pipeline
- IBRXImmunityBioReleaseImmunityBio Announces Database Lock for Registrational Trial of Locally Delivered, Chemotherapy-Free ANKTIVA® Plus BCG in BCG-Naïve Non-Muscle Invasive Bladder CancerThe database lock on QUILT-2.005 is complete — the final analysis of the BCG-naïve first-line bladder cancer trial is now underway, with topline data expected in November and an sBLA filing on track for Q4 2026. The biggest remaining catalyst in the IBRX story is now weeks away.BD extracted 1 program update from this document → IBRX pipeline
- HELPHelus PharmaReleaseHelus Pharma Highlights Clinical Program Advancements at Investor Presentation Held on October 21, 2026
- HELPHelus Pharma6-KForeign issuer report · EX-99.1 EXHIBIT 99.1
- GERNGeronReleaseGeron Plans to Announce Third Quarter 2026 Financial Results on November 4, 2026
- BCRXBiocryst PharmaceuticalsReleaseBioCryst Announces U.S. FDA Approval of ORLADEYO® 150 mg Oral Pellets for Adults and Adolescents with HAESummary on the release
- BCRXBiocryst PharmaceuticalsReleaseBioCryst to Report Third Quarter 2026 Financial Results on November 4The FDA just expanded ORLADEYO's pellet formulation to adults and adolescents who can't or won't swallow a capsule — a small but real label win that shores up ORLADEYO's "first and only oral HAE prophylactic for ages 2+" positioning heading into two competitor PDUFA dates in 2027.
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1Alterity filed two AGM-related documents today that, read together, are the clearest signal yet of a dual-track M&A/financing process: a restructured CEO contract with full change-of-control acceleration, and a shareholder vote to unlock 25% placement capacity earmarked for Phase 3.
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1Summary on the 6-K
- ACHVAchieve Life SciencesReleaseAchieve Life Sciences Presents 52-Week Cytisinicline Results for Smoking and Vaping Cessation at CHEST 2026BD extracted 1 program update from this document → ACHV pipeline
Tuesday, October 2031
- WVEWave Life SciencesReleaseWave Life Sciences Third Quarter 2026 Financial Results Scheduled for October 27, 2026
- VRDNViridian TherapeuticsReleaseViridian Therapeutics to Report Third Quarter 2026 Financial Results on November 4, 2026
- VERAVera TherapeuticsReleaseVera Therapeutics to Host ASN Kidney Week Investor Webcast and Third Quarter 2026 Financial Results Conference WebcastBD extracted 1 program update from this document → VERA pipeline
- TLXTelix PharmaceuticalsReleaseTelix Reports Third Quarter 2026 Financial Performancevia aggregatorBD extracted 3 program updates from this document → TLX pipeline
- SLDBSolid BiosciencesReleaseSolid Biosciences to Present Research Across Gene Therapy Development, Delivery and Manufacturing at ESGCT 2026via aggregator
- RVMDRevolution MedicinesReleaseRevolution Medicines Begins Treating Patients in Phase 3 RASolve 308 Trial Evaluating Zoldonrasib in Combination with Pembrolizumab and Chemotherapy as First-Line Treatment for Patients with Metastati
- RCUSArcus BiosciencesReleaseArcus Presents New Data from ARC-20 that Demonstrate the Opportunity for Casdati...→ BD updateBD extracted 1 program update from this document → RCUS pipeline
- RCUSArcus Biosciences8-KCurrent report: other events→ BD update
- RAREUltragenyx PharmaceuticalSCHEDULE 13GPassive >5% holder (13G)
- RAPPRapport Therapeutics8-KCurrent report: Reg FD disclosure, other events · EX-99.1
- QNRXQuoin PharmaceuticalsReleaseQuoin Pharmaceuticals Announces Publication of Peer-Reviewed Paper on QRX003 for Netherton Syndrome in Dermatology and Therapy
- QNRXQuoin Pharmaceuticals8-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1BD extracted 1 program update from this document → QNRX pipeline
- PTGXProtagonist TherapeuticsReleaseA Phase 3 Win and a 130% Takeover Premium Lit Up Rare Blood-Disease Stocks on Monday→ BD updateMerck KGaA's $1.3B acquisition of Silence Therapeutics at a 130% premium validates the hepcidin-axis thesis PTGX is built on — and simultaneously hands MIMRYLO's most dangerous weekly-dosing competitor a balance sheet that can run a global Phase 3. The bull and bear cases both just got louder.BD extracted 2 program updates from this document → PTGX pipeline
- PALIPalisade BioReleasePalisade Bio Presents Rapid Endoscopic Improvement and New Translational Evidence for PALI-2108 in Inflammatory Bowel Disease at UEG Week 2026via aggregatorBD extracted 1 program update from this document → PALI pipeline
- ONCYOncolytics BiotechReleaseOncolytics Biotech® to Present REO 033 Trial in Progress Abstract at ESMO Showcasing Pelareorep’s Potential in Colorectal Cancer
- ONCYOncolytics Biotech8-KCurrent report: other events · EX-99.1
- OCSOculis HoldingReleaseOculis to Present Late-Breaking Phase 2 ACUITY Biomarker Analyses of Privosegtor in Optic Neuritis at the 10th Joint ACTRIMS-ECTRIMS MeetingBD extracted 1 program update from this document → OCS pipeline
- NKTRNektar TherapeuticsS-8Employee plan registration
- NGNENeurogeneReleaseNeurogene Announces Upcoming Presentations Highlighting Key Differentiators of NGN-401 for Rett Syndrome at the ESGCT 33rd Annual Congress
- NBPNovaBridge BiosciencesReleaseVisara Secures Exclusive Option for Potential Acquisition of YOL104-2 for Ocular Surface Squamous Neoplasia
- MBRXMoleculin BiotechReleaseMoleculin Releases Next CEO Corner Segment Highlighting Recent Progress in Annamycin MIRACLE Trial
- MBRXMoleculin Biotech8-KCurrent report: holder rights modified, charter / bylaws / fiscal year, other events · EX-99.1 EXHIBIT 99.1
- KODKodiak SciencesS-3ASRAutomatic shelf registration→ BD updateKodiak filed a $350M ATM shelf after today's close — the raise I've been flagging since May is no longer a prediction, it's a distribution agreement with J.P. Morgan already signed. The mechanism matters: dilution will drip through the tape, not land in a single priced block.
- IRONDisc MedicineReleaseWATERTOWN, Mass., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ: IRON) (Disc), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization o
- IRONDisc Medicine424B5Prospectus supplement (offering)
- IONSIonis PharmaceuticalsReleaseIonis partner GSK announces Hibsago (bepirovirsen) approved in the U.S. for the treatment of chronic hepatitis B (CHB)BD extracted 1 program update from this document → IONS pipeline
- INSMInsmedReleaseInsmed Appoints Two New Directors to Its BoardSummary on the 8-K
- INSMInsmed8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1 EXHIBIT 99.1Insmed added two board members today that are worth reading carefully: a former Sanofi/Novartis CEO with deep AstraZeneca roots joins the same week as a CFO-track finance executive with Gilead/Amgen pedigree — and both land nine days before the Q3 print that will either confirm or crack the BRINSUPRI persistence thesis.
- HRMYHarmony BiosciencesReleaseHarmony Biosciences to Report Third Quarter 2026 Financial Results on November 4, 2026
- ELOXEloxx PharmaceuticalsReleaseEloxx Pharmaceuticals Finalizes 52-Week Phase 2 EXPRESS Study Design in Nonsense-Mutation ADPKD and Appoints T.R. Srinivas, M.D., Chief Medical Officer→ BD updateEloxx finalized the EXPRESS Phase 2 design in nonsense-mutation ADPKD — 60 patients, 52 weeks, htTKV primary — with FDA pre-IND feedback flagging htTKV as a potential accelerated-approval surrogate and a Breakthrough Therapy Designation pathway, while simultaneously appointing a Novartis nephrology CMO with direct ADPKD credentials.
- CLNNClene8-KCurrent report: material agreementThe NIH just renewed Clene's ALS expanded-access grant for another $7.2M through August 2027 — non-dilutive oxygen that quietly extends the runway past the cash wall the September insider raise barely papered over.
- ARDXArdelyxReleaseArdelyx to Report Third Quarter 2026 Financial Results on November 3, 2026
- ACRVAcrivon TherapeuticsReleaseAcrivon Advances ACR-7280, an Optimized, AP3-Enabled, Potential First-in-Class, Oral CDK11 Inhibitor Toward IND Filing in First Half of 2027The AP3 engine just named its third candidate — ACR-7280, a potential first-in-class oral CDK11 inhibitor showing complete tumor regression in AML models with synergy alongside venetoclax and menin inhibitors — turning the "free option" pipeline slot into a named, data-backed asset in a new oncology franchise.
Monday, October 1945
- ZYMEZymeworksReleaseZymeworks Appoints Suzanne Monahan as Senior Vice President, Commercial and General Manager, Theravance Biopharmavia aggregator
- XNCRXencorReleaseXencor to Host Webcast to Discuss Results From the Phase 1 Study of XmAb819 in Advanced Clear Cell Renal Cell CarcinomaBD extracted 1 program update from this document → XNCR pipeline
- WVEWave Life SciencesReleaseWave Life Sciences to Host Virtual Research Day on Wednesday, November 4, 2026
- TTRXTurn TherapeuticsDEF 14AProxy statement
- TTRXTurn TherapeuticsARSAnnual report to shareholders
- SMMTSummit TherapeuticsReleaseSummit Therapeutics Announces Opening of Global Phase II Study of Ivonescimab-Based Regimens in Advanced Clear Cell Renal Cell CarcinomaBD extracted 1 program update from this document → SMMT pipeline
- SMMTSummit TherapeuticsDEF 14AProxy statement
- RAREUltragenyx Pharmaceutical8-KCurrent report: other events
- OCSOculis HoldingReleaseOculis Completes Randomization in PREDICT-1 Registrational Trial of Licaminlimab for TNFR1-Mediated Dry Eye DiseasePREDICT-1 is fully enrolled — 176 patients, 2/3 TNFR1-positive — with topline data due around year-end 2026, while OCS has quietly bled ~43% since the August update, resetting the risk/reward math heading into the first binary event.
- NRXPNRX PharmaceuticalsReleaseNRx Pharmaceuticals (Nasdaq:NRXP) Announces Completion of Manufacturing Process Validation and Two-Year Stability of Preservative-Free KetamineWith 22 days until the November 10 GDUFA goal date, NRx just confirmed three GMP process-validation lots manufactured, two-year stability data in hand, and commercially releasable KETAFREE supply on the shelf — the manufacturing leg of the bear case is now retired.
- NRSNNeuroSense TherapeuticsReleaseNeuroSense Files U.S. Patent Application for Traumatic Brain Injury
- NRSNNeuroSense Therapeutics6-KForeign issuer report · EX-99.1 PRESS RELEASE DATED OCTOBER 19, 2026
- MRKRMarker TherapeuticsReleaseMARKER THERAPEUTICS AWARDED $2.6 MILLION FDA ORPHAN PRODUCTS DEVELOPMENT GRANT TO ADVANCE MT-601 IN PANCREATIC CANCER→ BD updateSummary on the 8-K
- MRKRMarker Therapeutics8-KCurrent report: other events · EX-99.1 EXHIBIT 99.1→ BD updateMarker just won a $2.6M FDA Orphan Products grant for MT-601 in pancreatic cancer — the sixth federal/state agency to back the MAR-T platform — but the fine print quietly pushes the PANACEA trial initiation from 1H 2026 to Q1 2027, and the stock is up +15.4% on news that changes nothing about the dilution architecture.
- MLYSMineralys TherapeuticsReleaseMineralys Therapeutics Expands its Board of Directors with the Appointments of Kristine Peterson and Lonnel Coatsvia aggregator
- MLYSMineralys Therapeutics8-KCurrent report: officer / director change
- MISTMilestone PharmaceuticalsReleaseMilestone Pharmaceuticals Announces Clinical Data Presentations at Upcoming Cardiology Conferences
- LXEOLexeo TherapeuticsReleaseLexeo Therapeutics to Host Educational Event Focused on Clinical Endpoints and Outcome Measures in PKP2-ACMcompany site may be offline after the acquisition
- KYTXKyverna TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- IRONDisc MedicineReleaseWATERTOWN, Mass., Oct. 19, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ: IRON) (Disc), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization o→ BD updateSummary on the 8-K
- IRONDisc MedicineReleasePositive APOLLO trial topline results demonstrated statistically significant and clinically meaningful benefit across all study endpoints Successfully met co-primary endpoints of reduction in protopor→ BD updateSummary on the 8-K
- IRONDisc Medicine8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateAPOLLO delivered: bitopertin gained +12.2 hours of pain-free sunlight per month (p=0.0010) and cut phototoxic reactions by 71% (p<0.0001) — the exact endpoints the thesis said would set the company's value — while Disc simultaneously launched a $350M equity raise to fund the NDA resubmission and launch ramp.BD extracted 1 program update from this document → IRON pipeline
- INSMInsmedReleaseInsmed Launches BRINSUPRI® Tablets 25 mg (brensocatib hydrate) for the Treatment of Non-Cystic Fibrosis Bronchiectasis in Japan
- IMUXImmunicReleaseImmunic Appoints Jaa Roberson as Chief People Officer
- IDYAIDEAYA BiosciencesReleaseIDEAYA Biosciences and Servier Announce Data From Three Clinical Trials at ESMO 2026 Supporting the Potential of Darovasertib to Become a Foundational New Therapy for Patients Across the Treatment Jou→ BD updateAhead of Saturday's ESMO poster session, IDEAYA dropped the full data package: OptimUM-01 shows a 27.1-month median OS in treatment-naïve HLA-A*02:01-positive patients and a 35.7% ORR after prior tebentafusp — the first evidence darovasertib sequences cleanly through Kimmtrak — while OptimUM-09 holds its 57% eye preservation rate with 86.3% of patients metastasis-free at 15 months.BD extracted 1 program update from this document → IDYA pipeline
- GPCRStructure TherapeuticsReleaseStructure Therapeutics Announces Multiple Upcoming Presentations at ObesityWeek® 2026
- EYPTEyePointReleaseEyePoint Announces Topline Results from LUCIA, the Second Pivotal Phase 3 Clinical Trial of DURAVYU™ in Wet AMD→ BD updateSummary on the 8-K
- EYPTEyePointReleaseEyePoint Announces Strategic Prioritization→ BD updateSummary on the 8-K
- EYPTEyePoint8-KCurrent report: results of operations, exit / restructuring costs, other events · EX-99.1→ BD updateLUCIA confirmed what LUGANO started: two identical Phase 3 trials, two missed primary endpoints, and now a 53% workforce reduction and early AMD trial termination that leaves EYPT a drastically smaller company betting everything on a DME readout 14 months away with $118M in cash.BD extracted 2 program updates from this document → EYPT pipeline
- EYPTEyePoint8-KCurrent report: other events · EX-99.1→ BD updateSummary on the 8-K
- ELOXEloxx PharmaceuticalsReleaseEloxx Pharmaceuticals Appoints Biopharmaceutical Industry Veteran Geno Germano to its Board of Directors
- DRTSAlpha Tau Medical6-KForeign issuer report · EX-99.1 PRESS RELEASE DATED OCTOBER 19, 2026→ BD updateFDA just doubled REGAIN from 10 to 20 patients and added endpoints pointing toward a market submission — and new GBM data drops at the world's largest neuro-oncology conference on November 13.
- CYDYCytoDynReleaseCytoDyn Appoints Robert E. Hoffman as Chief Executive Officer→ BD update
- CYDYCytoDynDEFA14AProxy soliciting material
- CYDYCytoDyn8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1→ BD update
- CMMBChemomab TherapeuticsS-4/AS-4/ASummary on the 6-K
- CMMBChemomab Therapeutics6-KForeign issuer reportAmendment No. 2 halves the combined company's share count to 5 million and resets the ADS conversion ratio — every CMMB holder's math just changed — while the S-4/A confirms in registered form the same Scipher wreckage I flagged in September and adds a shareholder meeting vote that will determine whether CVR holders get to keep their contingent rights.
- CLNNCleneReleaseClene Announces New Drug Application Submission to FDA for CNM-Au8 for the Treatment of ALS→ BD updateSummary on the 8-K
- CLNNClene8-KCurrent report: other events · EX-99.1 EXHIBIT 99.1→ BD updateThe CNM-Au8 NDA is officially submitted to the FDA under the Subpart H accelerated approval pathway — the drawing date on the lottery ticket just became real, and the ~$22M milestone tranches are now in play.BD extracted 1 program update from this document → CLNN pipeline
- CGEMCullinan TherapeuticsReleaseZipalertinib Demonstrates Clinically Meaningful Intracranial Antitumor Activity in Patients with NSCLC with EGFR Exon 20 Insertion or Uncommon EGFR Mutations and Active CNS MetastasesThe prospective REZILIENT2 CNS cohort delivers a 30.2% intracranial ORR in 43 evaluable patients with active brain metastases — the first dedicated iORR dataset for zipalertinib and a commercial argument that strengthens the ATM Machine floor ahead of the February 2027 PDUFA and rolling frontline NDA.BD extracted 1 program update from this document → CGEM pipeline
- BLTEBelite BioReleaseBelite Bio Announces Uplisting to the Nasdaq Global Select Market
- BLTEBelite Bio6-KForeign issuer report · EX-99.1 EXHIBIT 99.1
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1
- ANABAnaptysBioReleaseJemperli (dostarlimab) Approved in the U.S. as First and Only Immunotherapy for Adults with MSI-H/dMMR Locally Advanced Rectal Cancer→ BD updateJemperli just got FDA-approved for MSI-H/dMMR locally advanced rectal cancer — ahead of its February 2027 PDUFA date — with zero recurrences among responders at over two years of follow-up, locking in the label expansion that underpins GSK's >$2.7B peak sales guidance and the >$390M annualized royalty math I've been tracking all year.BD extracted 2 program updates from this document → ANAB pipeline
- ALTAltimmuneReleaseAltimmune to Present New Data on Pemvidutide in Serious Liver Diseases at AASLD The Liver Meeting® 2026BD extracted 1 program update from this document → ALT pipeline
- ACTUActuate TherapeuticsS-1/ARegistration statement (amended)→ BD updateThe offering that was chasing the stock down has been restructured a second time: units with warrants replace the straight equity deal, the assumed price resets to $0.50/share, and the post-offering diluted count shrinks — but the warrant overhang balloons. Here's what actually changed and what it means for the equity.
- ABOSAcumen PharmaceuticalsReleaseAcumen Pharmaceuticals to Report Third Quarter Financial Results on October 26, 2026
Sunday, October 184
- ZNTLZentalis PharmaceuticalsReleaseZentalis Pharmaceuticals Announces First Overall Survival Data for Azenosertib from DENALI Part 1b Published in ESMO Congress 2026 Abstract→ BD updateDENALI Part 1b posts the first-ever OS data for azenosertib: 15.8 months median in Cyclin E1-positive PROC — a 2.1x separation from Cyclin E1-negative patients, presented at ESMO 2026 Oct 23. The single biggest gap in the prior bear case just got partially addressed.BD extracted 1 program update from this document → ZNTL pipeline
- SYRESpyre TherapeuticsReleaseSpyre Therapeutics Announces Clinical and Preclinical Data Presentations at United European Gastroenterology Week (UEGW) 2026
- IRONDisc MedicineReleaseWATERTOWN, Mass., Oct. 18, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel→ BD updateSummary on the 8-K of Oct 19, 2026BD extracted 1 program update from this document → IRON pipeline
- EIKNEikon TherapeuticsReleaseEikon Therapeutics Announces Availability of Seven Abstracts for Presentation at the European Society for Medical Oncology CongressBD extracted 5 program updates from this document → EIKN pipeline
Friday, October 1620
- ZYMEZymeworksPRE 14APRE 14A
- TNGXTango TherapeuticsReleaseTango Therapeutics to Present Updated Vopimetostat + RAS(ON) Combination Data at European Society For Medical Oncology (ESMO) Congress 2026BD extracted 1 program update from this document → TNGX pipeline
- TLSATiziana Life SciencesReleaseTiziana Doses Last Patient in Phase 2 Trial of Intranasal Foralumab for Mild Alzheimer’s Disease→ BD updateSummary on the 6-K
- TLSATiziana Life Sciences6-KForeign issuer report · EX-99.1 TIZIANA LIFE SCIENCES LTD INTERIMS, DATED OCTOBER 16, 2026→ BD updateTiziana's first balance sheet since the auditor's going-concern warning confirms the crisis: shareholders' equity turned negative (-$2.747M), H1 2026 cash burn hit $7.4M operating outflow, and the company has $3.9M in cash today against $13.1M in current liabilities — with INFORM-MS topline and a near-certain dilution event both imminent.BD extracted 2 program updates from this document → TLSA pipeline
- TLSATiziana Life Sciences6-KForeign issuer report · EX-99.1 TIZIANA LIFE SCIENCES LTD PRESS RELEASE, DATED OCTOBER 16, 2026→ BD updateSummary on the 6-K
- QUREuniQureSCHEDULE 13G/A13G amendment
- PRLDPrelude TherapeuticsReleasePrelude Therapeutics to Participate in the Chardan Healthcare Conference
- OMEROmerosReleaseOmeros Corporation Receives CHMP Negative Opinion Following Re-Examination of European Marketing Authorization Application for Narsoplimab in TA-TMA→ BD updateThe CHMP has issued a second negative opinion on narsoplimab's European MAA following re-examination — definitively closing the European approval pathway under the current data package, with a procedurally controversial process that withheld Omeros's own patient-level data from the expert panel it convened.BD extracted 1 program update from this document → OMER pipeline
- OLMAOlema PharmaceuticalsSCHEDULE 13D/A13D amendment
- NRXPNRX Pharmaceuticals8-KCurrent report: other events
- NGENNervGen Pharma6-K/AForeign issuer report (amended) · EX-99.1 EXHIBIT 99.1→ BD updateThe restatement that I flagged with a governance asterisk in September just got its full accounting — two named material weaknesses, a specific remediation roadmap, and confirmation that the books are now clean and cash is untouched. The stock has bled another 8% since RESTORE first-patient-dosed, and the audit picture deserves a clear-eyed update.
- NGENNervGen Pharma40-F/A40-F/A→ BD updateSummary on the 6-K/A
- MESOMesoblast6-KForeign issuer report · EX-99.1
- MBRXMoleculin BiotechReleaseMoleculin Announces Reverse Stock Split→ BD updateSummary on the 8-K
- MBRXMoleculin Biotech8-KCurrent report: Reg FD disclosure · EX-99.1 EXHIBIT 99.1→ BD updateMoleculin announced a 1-for-20 reverse stock split effective October 20 — the company's second in fourteen months — completing the ratchet-reset-split loop I warned about and confirming the equity's structural deterioration even as Annamycin's chemistry remains intact.
- MAZEMaze Therapeutics8-KCurrent report: material agreement, unregistered sale of equity
- IRDOpus GeneticsReleaseOpus Genetics Announces FDA Approval of Phentolamine Ophthalmic Solution 0.75% for the Treatment of PresbyopiaThe FDA approved phentolamine 0.75% for presbyopia on its expected PDUFA date — the thesis called it "a royalty event, not an equity re-rating," and the market agreed, with IRD down 5.2% on the day. The milestone payment is real but the gene-therapy bull case is unchanged.BD extracted 1 program update from this document → IRD pipeline
- IONSIonis PharmaceuticalsReleaseTRYNGOLZA® (olezarsen) recommended for approval in the EU by CHMP for severe hypertriglyceridemia (sHTG)The CHMP has recommended TRYNGOLZA for EU approval in sHTG — ahead of schedule, adding ~2 million European patients to the addressable market — just ten days before the bepirovirsen PDUFA and the Q3 earnings print that will make or break the thesis.BD extracted 1 program update from this document → IONS pipeline
- IBRXImmunityBioReleaseImmunityBio Reports Phase 3 Data Showing 84% Cystectomy Avoidance at Three Years and Complete Responses Beyond 53 Months with ANKTIVA® Plus BCG in BCG-Unresponsive NMIBC With CIS, With or Without PapiBD extracted 1 program update from this document → IBRX pipeline
- HURATuHURA Biosciences8-KCurrent report: debt / obligation
- GUTSFractyl HealthReleaseFractyl Health's Revita Meets Six-Month Co-Primary Endpoint in Ongoing REMAIN-1 Pivotal Study, With Highly Statistically Significant Reduction in Weight Regain After GLP-1 Discontinuation→ BD updateSummary on the 8-K
- GUTSFractyl Health8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateThe REMAIN-1 Pivotal readout (n=308) hit p=0.0023 — but the stock cratered 63% on the day. This is the thesis-defining data drop, and the market's reaction makes the post essential reading.BD extracted 1 program update from this document → GUTS pipeline
- ERASErasca8-KCurrent report: officer / director change
Thursday, October 1534
- ZYMEZymeworksReleaseZymeworks Announces Participation in Upcoming Investor Conferences and Date of Third Quarter 2026 Financial Resultsvia aggregator
- XERSXeris BiopharmaReleaseXeris Biopharma Reinforces Leadership in Endocrinology With Data Disclosures Spanning Commercial Portfolio and Pipeline at Multiple Scientific MeetingsBD extracted 2 program updates from this document → XERS pipeline
- TENXTenax TherapeuticsSCHEDULE 13G/A13G amendment
- TARAProtara TherapeuticsReleaseProtara Therapeutics Completes Enrollment of the Phase 2b Open-Label Dose Confirmation Phase of the THRIVE-3 Registrational Trial of IV Choline Chloride in Patients on Parenteral SupportTHRIVE-3's 24-patient Phase 2b dose-confirmation cohort is fully enrolled, keeping the 4Q 2026 interim readout on schedule — the lowest-risk catalyst in a portfolio that just lost one of its three registrational paths.
- SPRBSpruce BiosciencesReleaseSpruce Biosciences to Participate in the Craig-Hallum Biotech Catalyst Conference
- SNDXSyndax PharmaceuticalsReleaseSyndax’s Revuforj® (revumenib) Named to TIME’s Best Inventions of 2026 Listvia aggregator
- RXRXRecursion PharmaceuticalsReleaseRecursion Announces Pricing of $200 Million Underwritten Offering of Class A Common Stock→ BD updateSummary on the 8-K
- RXRXRecursion PharmaceuticalsReleaseRecursion Announces $200 Million Oversubscribed Follow-On Offering, Clinical Data Updates, and Partnership Milestone→ BD updateSummary on the 8-KBD extracted 2 program updates from this document → RXRX pipeline
- RXRXRecursion PharmaceuticalsReleaseRecursion Announces Sanofi Options Potential First-in-Class Immunology Development Candidate from Their Collaboration→ BD updateSummary on the 8-K
- RXRXRecursion Pharmaceuticals8-KCurrent report: material agreement, results of operations, Reg FD disclosure · EX-99.1→ BD updateRecursion delivered today on three fronts at once: expanded TUPELO data in FAP showing deep upper GI responses the prior writeup flagged as the hardest endpoint to crack, first REC-1245 clinical efficacy in solid tumors validating the platform thesis, and a $200M dilutive offering at $3.25 that buys runway to 2029 and funds the registrational trial the FDA path question has been pointing toward.BD extracted 2 program updates from this document → RXRX pipeline
- RXRXRecursion Pharmaceuticals424B5Prospectus supplement (offering)→ BD updateSummary on the 8-K
- RXRXRecursion Pharmaceuticals424B5Prospectus supplement (offering)→ BD updateSummary on the 8-K
- RVMDRevolution MedicinesReleaseRevolution Medicines’ RASONQUE™ (daraxonrasib) Receives Positive CHMP Opinion Recommending Marketing Authorization in European Union for Metastatic Pancreatic Cancer→ BD updateThe EMA's CHMP recommended EU marketing authorization for RASONQUE today under an expedited Cancer Medicines Pathfinder review — a second major regulatory body endorsing the RASolute 302 data package and opening the door to ~147,000 European PDAC patients. The thesis-relevant question is whether this changes the worldwide peak-sales math enough to move the Watch List needle before November's revenue print.BD extracted 1 program update from this document → RVMD pipeline
- RCKTRocket PharmaceuticalsReleaseRocket Pharmaceuticals to Participate in Chardan’s 10th Annual Healthcare Conference
- PYPDPolyPidReleasePolyPid to Host Virtual Investor Day on Wednesday, October 28, 2026BD extracted 1 program update from this document → PYPD pipeline
- OLMAOlema Pharmaceuticals8-KCurrent report: officer / director change
- OCGNOcugen8-KCurrent report: Reg FD disclosure · EX-99.1 EXHIBIT 99.1→ BD updateThe Roots MENA deal closed as expected — but the October 26 authorized-share vote has been pushed to December 22, just nine days before the CEO letter-agreement cash penalty deadline, while OCGN bleeds below $1.00 and into Nasdaq deficiency territory. The governance hole just got much deeper.
- OCGNOcugen8-KCurrent report: material agreement, Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1→ BD updateSummary on the 8-K
- NRXPNRX PharmaceuticalsReleaseNRx Pharmaceuticals Announces Receipt of FDA Labeling Review Letter for Preservative-Free KetamineFDA's labeling review for KETAFREE came back "MINOR" across the board with 26 days to the November 10 GDUFA goal date — the last substantive review hurdle before approval is now cleared, and commercial-scale manufacturing validation runs are underway.BD extracted 1 program update from this document → NRXP pipeline
- MESOMesoblast6-KForeign issuer report · EX-99.1
- MBRXMoleculin BiotechS-8Employee plan registration
- LEGNLegend BiotechReleaseLegend Biotech Announces U.S. FDA Clearance of IND Application for LB2501, an Investigational CD19/CD20 In Vivo CAR-T TherapySummary on the 6-K
- LEGNLegend Biotech6-KForeign issuer report · EX-99.1 PRESS RELEASELegend's FDA IND clearance for LB2501 checks off a named FY2026 catalyst and makes it the first dual-targeting in vivo CAR-T to clear US regulatory entry — a milestone that matters most as M&A signal, not clinical signal, with $350M–$7B in comparable deals as the reference frame.
- IRDOpus GeneticsReleaseOpus Genetics Presents Positive Clinical Data from OPGx-BEST1 and OPGx-LCA5 Gene Therapy Programs at Retina in Rio 2026→ BD updateSummary on the 8-K
- IRDOpus Genetics8-KCurrent report: Reg FD disclosure · EX-99.1 EXHIBIT 99.1→ BD updateThe Retina in Rio presentations delivered the granular structure-function data I told readers to watch for after September 9 — EZ-to-RPE thickness moved in all three evaluable BEST1 participants, pediatric LCA5 patients showed cone sensitivity reaching normal ranges, and Cohort 2 now has 11 participants. Meanwhile the stock has drifted -29% from the post-readout high to $4.05, creating a fresh entry question.BD extracted 2 program updates from this document → IRD pipeline
- INSMInsmedReleaseInsmed Features the Global Phase 3 PALM Clinical Development Program Evaluating Treprostinil Palmitil Inhalation Powder (TPIP) at CHEST 2026
- IMCRImmunocoreReleaseImmunocore announces first patient dosed in the Phase 1 trial of IMC-S118AI – its first tissue-specific autoimmune candidate – for patients with type 1 diabetesThe first tissue-tethered PD-1 agonist to enter the clinic just dosed its first patient — a named catalyst from the deep dive that arrives as institutional sellers dominate the headlines, and quietly confirms the ImmTAAI platform is more than a slide deck.BD extracted 1 program update from this document → IMCR pipeline
- HELPHelus PharmaReleaseHelus Pharma Appoints Dr. Suresh Durgam to Board of Directors
- HELPHelus Pharma6-KForeign issuer report · EX-99.1
- EXELExelixisReleaseExelixis to Release Third Quarter 2026 Financial Results on Thursday, October 29, 2026
- EIKNEikon TherapeuticsReleaseEikon Therapeutics Submits IND for Novel Androgen Receptor Antagonist EIK1006 in Prostate CancerBD extracted 1 program update from this document → EIKN pipeline
- CYDYCytoDynReleaseCytoDyn to Host Investor Webcast
- CLRBCellectar BiosciencesReleaseCellectar Biosciences Presents Compelling Efficacy Data from Phase 2b CLOVER WaM Subset Analysis of Iopofosine I 131 in Patients Relapsed/Refractory to BTK Inhibitor Therapy at the International WorksBD extracted 1 program update from this document → CLRB pipeline
- CBIOCrescent BiopharmaReleaseCrescent Biopharma Announces Clinical Pipeline Momentum, including Enrolling Patients in Standard of Care Chemotherapy Combination Cohorts of Global Phase 1/2 ASCEND Trial of CR-001, a PD-1 x VEGF Bis→ BD updateSummary on the 8-K
- CBIOCrescent Biopharma8-KCurrent report: other events→ BD updateASCEND dose escalation is complete with 125+ patients dosed and the Q1 2027 monotherapy readout now has a defined scope: ORR from a 1L NSCLC cohort of up to 12 patients plus PK/PD/safety from the full dataset — and for the first time, management is explicitly guiding Phase 3 initiation in early 2028, signaling conviction that the data will support it.
- ADMAAdma BiologicsReleaseADMA Biologics Announces Peer-Reviewed Publication Highlighting New Data From Its Optimized, Proprietary IVIG Manufacturing Process
Wednesday, October 1448
- XERSXeris Biopharma8-KCurrent report: other events
- WVEWave Life SciencesDEF 14AProxy statement
- WVEWave Life SciencesARSAnnual report to shareholders
- VSTMVerastemReleaseVerastem Oncology Announces Planned Chief Executive Officer Transition and Succession Plan→ BD updateSummary on the 8-K
- VSTMVerastemReleaseVS-7375 Demonstrates Robust Anti-Tumor Activity Across Advanced KRAS G12D-Mutant Cancers, Highlighted by 50% Confirmed ORR in 2L Pancreatic Ductal Adenocarcinoma and Two Complete Responses in 2L+ Dise→ BD updateSummary on the 8-K
- VSTMVerastemReleaseVerastem Oncology Announces Pricing of $250 Million Offering of Common Stock and Pre-Funded Warrants→ BD updateSummary on the 8-K
- VSTMVerastem8-KCurrent report: other events→ BD updateVerastem's first multi-tumor VS-7375 data update delivered the confirmed US RECIST responses the thesis demanded — 41% cORR in 2L+ PDAC including complete responses, 43% cORR in 2L+ NSCLC — while a $250M equity offering and FDA-aligned Phase 3 design together clear the two named gates that kept VSTM on the Watch List.BD extracted 1 program update from this document → VSTM pipeline
- VSTMVerastem8-KCurrent report: results of operations, officer / director change, Reg FD disclosure · EX-99.1 EXHIBIT 99.1→ BD updateSummary on the 8-K
- VSTMVerastem424B5Prospectus supplement (offering)→ BD updateSummary on the 8-K
- VSTMVerastem424B5Prospectus supplement (offering)→ BD updateSummary on the 8-K
- VNDAVanda PharmaceuticalsReleaseVanda Pharmaceuticals Provides Update on VQW-765 Clinical Development Program→ BD updateVQW-765 just washed out in Phase III (p=0.89) — the social anxiety asset is on hold — while a previously uncovered HETLIOZ® win in delayed sleep-wake phase disorder quietly adds a new sNDA shot to an eroding franchise.BD extracted 1 program update from this document → VNDA pipeline
- VKTXViking TherapeuticsReleaseViking Therapeutics Announces Initiation of VK2735 Oral Phase 3 Clinical Program in Patients with Obesity→ BD updateThe oral VK2735 Phase 3 program (SUNRISE-1 and SUNRISE-2) just launched — the milestone I've been tracking since December — but the stock is down 31% from the September raise price. The science delivered; the market isn't celebrating.BD extracted 1 program update from this document → VKTX pipeline
- VIRVir BiotechnologyReleaseVir Biotechnology Enters Multi-Program Collaboration and License Agreement with Gilead Sciences to Discover and Develop Novel PRO-XTEN® Dual-masked T-cell Engagers for Solid Tumors→ BD updateSummary on the 8-K
- VIRVir Biotechnology8-KCurrent report: unregistered sale of equity, other events · EX-99.1→ BD updateGilead — the same company whose CHD drug competes with tobevibart + elebsiran — just paid $65M cash plus a $25M equity stake at a 30% premium to co-develop three new PRO-XTEN masked T-cell engagers for solid tumors, the second major validation of the platform in eight months. The stock fell anyway.
- STROSutro BiopharmaRelease17th Annual World ADC Conference – Presentations
- SRPTSarepta TherapeuticsReleaseSarepta Therapeutics Presents New Preclinical Data Demonstrating Robust Knockdown of Pathogenic DMPK RNA in the Nucleus with SRP-1003 in DM1 at 2026 Oligonucleotide Therapeutics Society Annual MeetingBD extracted 1 program update from this document → SRPT pipeline
- SABSSAB BiotherapeuticsReleaseSAB BIO to Participate in Chardan 10th Annual Healthcare Conference
- RAREUltragenyx PharmaceuticalReleaseUltragenyx Enters into Agreement to Sell Rare Pediatric Disease Priority Review Voucher for $203 Million→ BD updateSummary on the 8-K
- RAREUltragenyx Pharmaceutical8-KCurrent report: material agreement→ BD updateUltragenyx just sold its second Priority Review Voucher in one week — the FAYUVI PRV — for $203M gross, roughly double my ~$100M model. Two vouchers, $413M combined, and the Dilution Gap that dominated this year's coverage is now closed with real cash rather than modeled cash.
- QNRXQuoin PharmaceuticalsReleaseQuoin Pharmaceuticals Announces European Medicines Agency (EMA) Grants Orphan Drug Designation for QRX003 for the Treatment of Peeling Skin Syndrome
- QNRXQuoin Pharmaceuticals8-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1BD extracted 1 program update from this document → QNRX pipeline
- ONCYOncolytics BiotechReleaseOncolytics Biotech® Provides Update on GOBLET Study Clinical Data and Final PanCAN Grant Payment
- ONCYOncolytics Biotech8-KCurrent report: other events · EX-99.1BD extracted 1 program update from this document → ONCY pipeline
- OCGNOcugenReleaseOcugen and Roots Pharmaceutical Complete License Agreement for OCU400 Modifier Gene Therapy for Retinitis Pigmentosa in the Middle East and North AfricaThe definitive Roots MENA license for OCU400 just closed — the partnership playbook held right at the 90-day wire, delivering a commercial validation tick while the cap table still awaits its October 26 vote.
- LQDALiquidia8-KCurrent report: material agreement, agreement terminated, Reg FD disclosure · EX-99.1 EXHIBIT 99.1→ BD updateThe full settlement 8-K reveals that HCR's minimum cash covenant quietly tripled from $15M to $45M — tightening the post-payment cash cushion the October 13 update modeled — while the market's +26.6% session reaction prices in a clean resolution that the fine print complicates at the margin.
- LGVNLongeveron8-KCurrent report: officer / director changeLGVN's Chief Medical Officer resigned effective today — four weeks after ELPIS II failed and during an active strategic review. With no clinical program left to run, the CMO exit reads less like a personnel change and more like a confirmation that the drug development chapter is closing.
- IVVDInvivydReleaseInvivyd and the SPEAR Study Group Announce Initiation of “FLINTLOCK” Phase 2 Study of VYD2311, a Monoclonal Antibody for the Potential Treatment of Long COVID or Post-Vaccination SyndromeBD extracted 1 program update from this document → IVVD pipeline
- IPSCCentury TherapeuticsReleaseCentury Therapeutics to Attend 2026 Jefferies Global Healthcare Conference in London
- INSMInsmedReleaseInsmed to Present New Data Across Its Respiratory Portfolio at CHEST 2026 and IDWeek 2026BD extracted 2 program updates from this document → INSM pipeline
- INMBInmune BioReleaseINmune Bio Inc. and Quantum Computing Inc. Partner to Apply Quantum Optimization and AI to Advance A...
- IBRXImmunityBioReleaseFDA Expands ANKTIVA® Approval for BCG-Unresponsive Non-Muscle-Invasive Bladder Cancer to Cover Both Papillary and CIS Disease→ BD updateSummary on the 8-K
- IBRXImmunityBio8-KCurrent report: Reg FD disclosure · EX-99.1→ BD updateThe FDA just granted the papillary-only label expansion for ANKTIVA — the regulatory milestone I've been tracking since the May 2025 Refuse to File — arriving three months ahead of the January 6, 2027 PDUFA date and formally opening the ~85% of BCG-unresponsive NMIBC patients who present with papillary disease to on-label treatment.
- ETONEton PharmaceuticalsReleaseEton Pharmaceuticals and Aquestive Therapeutics Announce Exclusive U.S. Licensing Agreement for LIBERVANT® (diazepam) Buccal Film→ BD updateSummary on the 8-K
- ETONEton Pharmaceuticals8-KCurrent report: material agreement, acquisition / disposition · EX-99.1 EXHIBIT 99.1 PRESS RELEASE RELATING TO LIBERVANT LICENSING AGREEEMENT→ BD updateEton paid $10M upfront to license LIBERVANT (diazepam buccal film) for the U.S. seizure rescue market — a $450M+ opportunity that pushes the boring machine into neurology for the first time, with an April 2027 launch target contingent on final FDA approval.
- ENTXEntera BioDEF 14AProxy statement
- ELVNEnliven Therapeutics8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1
- CYDYCytoDyn10-QQuarterly report→ BD update
- CRVOCervoMed8-KCurrent report: Reg FD disclosure
- COYACoya TherapeuticsReleaseCoya to Initiate Open-Label Extension of Phase 2/3 ALSTARS Trial of COYA 302 in ALSvia aggregator
- COYACoya Therapeutics8-KCurrent report: other events
- CMPSCOMPASS PathwaysReleaseCompass Pathways Joins Forces with Leading Mental Health Organizations to Mark First-Ever U.S. Treatment-Resistant Depression (TRD) Awareness Day
- CHRSCoherus OncologyReleaseCoherus Oncology to Host Webcast to Disclose Interim Tagmokitug Clinical Data on October 28, 2026Coherus just set October 28 as the date for interim tagmokitug clinical data across its solid tumor program — a 90-minute KOL webcast that raises the signal-to-noise stakes on the CCR8 program I've been tracking since the deep dive.
- CAPRCapricor TherapeuticsSCHEDULE 13G/A13G amendmentMillennium Management (Israel Englander's firm) disclosed 1,669,083 shares (2.9%) as of September 30 — a fourth specialist name on the register six weeks before the November 22 PDUFA, as CAPR sits 15% below the October 5 close.
- BMEABiomea Fusion8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateThe market delivered its verdict on the BMF-650 data overnight — BMEA cratered 33.8% in Tuesday's session, a drop the October 13 post flagged as still pending. The full slide deck adds new detail: a human peak-to-trough ratio of 1.7, a competitive GI tolerability chart that looks favorable, and explicit next-steps language pointing to partnership/licensing rather than independent Phase 2 — confirming the thesis shift from "buyout bait" to "licensing asset."BD extracted 1 program update from this document → BMEA pipeline
- BLTEBelite BioReleaseBelite Bio Announces Multi-Market Submission of Marketing Authorization Applications Via the Access Consortium Pathway for Tinlarebant for the Treatment of Stargardt Disease Type 1
- APVOAptevo TherapeuticsReleaseAptevo to Showcase Multispecific Platform at SITC 2026 Annual Meeting
- APVOAptevo Therapeutics8-KCurrent report: other events · EX-99.1
- AKBAAkebia Therapeutics8-KCurrent report: officer / director change→ BD updateAkebia's Chief Commercial Officer just resigned — effective November 6, 2026 — seven weeks before the TDAPA reimbursement cliff that management's own guidance says will cause Vafseo revenues to "decrease significantly" in 2027. The timing couldn't be worse, and the stock's 45.6% slide since the August update has already been pricing in bad news.
- ADAGAdageneReleaseAdagene to Participate in H.C. Wainwright 4th Annual Immune Cell Engager Virtual Conference
- ACTUActuate TherapeuticsS-1/ARegistration statement (amended)→ BD updateThe offering that was supposed to save Actuate just got bigger and cheaper: the S-1/A upsizes to 65M shares at $0.64, down from 50M shares at $0.82, pushing the post-deal share count toward 89M and the stock to new lows near $0.43.
Tuesday, October 1337
- ZBIOZenas BioPharma8-KCurrent report: Reg FD disclosure · EX-99.1 EXHIBIT 99.1New INDIGO open-label extension data show obexelimab's flare protection holding at 93% probability through 12 months, and a vaccine sub-study delivers the first human proof that the drug's "pausability" feature actually works — six of seven patients mounted influenza immunity during a ~35-day treatment-free window with zero flares.BD extracted 1 program update from this document → ZBIO pipeline
- WVEWave Life SciencesReleaseWave Life Sciences to Present at Chardan’s 10th Annual Healthcare Conference
- TENXTenax TherapeuticsSCHEDULE 13G/A13G amendment
- SABSSAB BiotherapeuticsReleaseSAB BIO Receives FDA Fast Track Designation for SAB-142 in Stage 3 Type 1 Diabetes→ BD updateSummary on the 8-KBD extracted 1 program update from this document → SABS pipeline
- SABSSAB Biotherapeutics8-KCurrent report: other events · EX-99.1→ BD updateThe FDA granted Fast Track designation to SAB-142 this morning — a formal regulatory signal that advances the accelerated-approval angle I flagged in the deep dive, yet SABS closed down 5.3% on the day. The designation doesn't move the science, but it does move the regulatory clock and opens rolling review; the market's non-reaction tells you exactly what the overhang is doing to this stock.BD extracted 1 program update from this document → SABS pipeline
- RYTMRhythm PharmaceuticalsSCHEDULE 13GPassive >5% holder (13G)
- RYTMRhythm PharmaceuticalsReleaseRhythm Pharmaceuticals Announces Commercial Launch of IMCIVREE® (setmelanotide) in Japan for Patients with Acquired Hypothalamic Obesity
- RVMDRevolution Medicines8-KCurrent report: debt / obligation, other events→ BD updateThe $250M mandatory Royalty Pharma term loan closed October 8 as predicted — but RVMD then passed on an optional additional $250M in royalty financing it could have claimed by October 10, a quiet signal that management is confident enough in early RASONQUE revenue to forgo the capital rather than layer more royalty burden onto the asset.
- PRLDPrelude TherapeuticsReleasePrelude Announces Clinical Trial Collaboration and Supply Agreement with Lilly to Evaluate KAT6A Selective Degrader PRT13722 in Combination with Verzenio® and Inluriyo® in Patients with HR+/HER2- BreaLilly has agreed to supply abemaciclib (Verzenio) and imlunestrant (Inluriyo) for combination cohorts in Prelude's PRT13722 Phase 1 — the exact first-line combo thesis the prior writeup called the central bull case, now backed by the world's leading CDK4/6 franchise holder.
- PHIOPhio PharmaceuticalsReleasePhio Pharmaceuticals Announces Successful Completion of First Commercial-Scale cGMP Batch of PH-762 Drug Substance
- PHIOPhio Pharmaceuticals8-KCurrent report: other events · EX-99.1 EXHIBIT 99.1BD extracted 1 program update from this document → PHIO pipeline
- OTLKOutlook TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- ONCYOncolytics Biotech8-KCurrent report: other events · EX-99.1
- NTLAIntellia TherapeuticsReleaseIntellia Therapeutics Appoints Jing L. Marantz, M.D., Ph.D., as Chief Medical OfficerIntellia has appointed Jing L. Marantz — the CMO who shepherded Scholar Rock's first-approved SMA drug through simultaneous FDA/EMA submissions — as its new Chief Medical Officer, effective October 26, exactly five months before the March 10, 2027 PDUFA date for lonvo-z.
- NRSNNeuroSense TherapeuticsReleaseNeuroSense Secures Nasdaq Hearing Date as PrimeC Approaches Key Regulatory and Funding Milestones
- NRSNNeuroSense Therapeutics6-KForeign issuer report · EX-99.1 PRESS RELEASE DATED OCTOBER 13, 2026BD extracted 1 program update from this document → NRSN pipeline
- NRIXNurix Therapeutics8-KCurrent report: results of operations · EX-99.1BD extracted 1 program update from this document → NRIX pipeline
- NRIXNurix Therapeutics10-QQuarterly reportBD extracted 1 program update from this document → NRIX pipeline
- NBPNovaBridge BiosciencesReleaseVisara Expands Ophthalmology Pipeline with Exclusive License for Investigational Nerve Growth Factor Therapy for Neurotrophic KeratitisBD extracted 2 program updates from this document → NBP pipeline
- NBPNovaBridge Biosciences6-KForeign issuer report · EX-99.1BD extracted 1 program update from this document → NBP pipeline
- MESOMesoblast6-KForeign issuer report · EX-99.1
- LXEOLexeo TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- LQDALiquidiaReleaseLiquidia Announces Global Settlement Resolving All Pending Litigation with United Therapeutics, Ensuring Continued Commercialization of YUTREPIA in PAH→ BD updateLiquidia and United Therapeutics have settled all six lawsuits — PAH sales are safe, the January trade-secret trial is gone, and the litigation queue that kept LQDA on the watch list has been cleared in a single stroke. The price: $380.7M in net cash payments, roughly one quarter's revenues, against a balance sheet that just printed $396.1M in cash at quarter-end.BD extracted 1 program update from this document → LQDA pipeline
- LEGNLegend Biotech6-KForeign issuer reportCARVYKTI printed ~$710M in Q3 net trade sales — a sequential record that re-accelerates the growth narrative two months before anito-cel's PDUFA, and the first quarter with Ingrid Zhang's signature on the filing.
- LBRXLB PharmaceuticalsSCHEDULE 13G/A13G amendment
- KURAKura OncologyReleaseCaspian Therapeutics and Kura Oncology Outline KO-7246 Development Strategy in DiabetesBD extracted 1 program update from this document → KURA pipeline
- IRDOpus GeneticsReleaseOpus Genetics to Present at the Chardan Annual Healthcare Conference
- INBXInhibrx BiosciencesReleaseInhibrx Announces Participation in Upcoming Scientific ConferencesBD extracted 2 program updates from this document → INBX pipeline
- HURATuHURA BiosciencesReleaseTuHURA Biosciences Receives New U.S. Patent Broadening Coverage for its VISTA Inhibitor, TBS-2025
- HRMYHarmony Biosciences8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1
- GUTSFractyl HealthSCHEDULE 13GPassive >5% holder (13G)
- ENTXEntera BioReleaseEntera Presents Markedly Enhanced Anabolic Effects of EB613 (First-in-Class Oral PTH(1-34) Tablet) in Postmenopausal Women with Osteoporosis at High Risk of Fracture and Showcases Phase 3 Design at ASBD extracted 1 program update from this document → ENTX pipeline
- ENTAEnanta PharmaceuticalsReleaseEnanta Pharmaceuticals to Present Data for Zelicapavir, an Oral, Once-Daily, N-Protein Inhibitor, in Development for the Treatment of Respiratory Syncytial Virus, at IDWeek™ 2026BD extracted 1 program update from this document → ENTA pipeline
- CRVOCervoMed8-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1BD extracted 1 program update from this document → CRVO pipeline
- CLNNCleneSCHEDULE 13G/A13G amendment
- CGTXCognition TherapeuticsReleaseCognition Therapeutics Announces Issuance of Composition of Matter Patent, Extending Protection for Zervimesine (CT1812) Through 2045
- CGONCG OncologyReleaseCG Oncology Appoints Proven Biopharmaceutical Commercial Leader Isabel Kalofonos as Chief Commercial Officer→ BD updateCG Oncology has filled the Chief Commercial Officer vacancy with Isabel Kalofonos — a two-time CCO with successful launches at Crinetics (PALSONIFY) and ImmunoGen (ELAHERE) — closing the launch-readiness footnote the author flagged as the #2 watch item since May.
- BMEABiomea FusionReleaseBiomea Fusion Announces Phase 1 Results for BMF-650, its Investigational Next-Generation Oral Small Molecule GLP-1 Receptor Agonist→ BD updateBMF-650's Phase 1 data is in: clean tolerability, a one-step titration path to 400 mg, but outpatient weight loss of 1.5–3.2% that trails the oral GLP-1 field benchmark — and the company is now explicitly shopping the asset for a partnership rather than developing it alone.BD extracted 1 program update from this document → BMEA pipeline
- BEAMBeam TherapeuticsReleaseBeam Therapeutics to Present Initial Data from Phase 1/2 Trial of BEAM-301 in Glycogen Storage Disease Type Ia (GSDIa) at the ESGCT 33rd Annual Congress→ BD updateBEAM-301's first-in-human data in GSDIa delivers a genuine functional proof of concept — 40 mg patients achieved ≥15 hours of controlled fasting from a 2.5-hour baseline, with ~80-92% starch reductions — and the LNP safety profile held, extending the platform de-risking story that Barcelona started in September.BD extracted 1 program update from this document → BEAM pipeline
- ANIXAnixa BiosciencesReleaseOCT 13, 2026 8:40 AM EDT Anixa Biosciences' Ovarian Cancer CAR-T Therapy Inventor to Deliver Keynote at Ovarian Cancer Midwest Focus Conference↗ Jose Conejo-Garcia, MD, PhD, inventor of Anixa's CAR-T
- AGMBAgomab TherapeuticsReleaseAgomab Announces First Patient Dosed in Global NOV-ERA Phase 2b Study of Ontunisertib in Fibrostenosing Crohn’s DiseaseSummary on the 6-K
- AGMBAgomab Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1NOV-ERA is officially enrolling: the first patient has been dosed in the 320-patient, three-arm, FDA-aligned Phase 2b of ontunisertib in fibrostenosing Crohn's disease — the exact milestone the October 1 update told readers to watch for, and the starting gun on the clock to the Week-24 passability readout.
- ADCTADC Therapeutics8-KCurrent report: material agreement, results of operations, unregistered sale of equity · EX-99.1 EXHIBIT 99.1
- ABSIAbsciReleaseAbsci to Report Business Updates and Third Quarter 2026 Financial and Operating Results on November 12, 2026via aggregator
Monday, October 1214
- ZBIOZenas BioPharmaReleaseZenas BioPharma Announces the Presentation of New Obexelimab Data in IgG4-Related Disease at the 6th International Symposium on IgG4-Related DiseaseBD extracted 1 program update from this document → ZBIO pipeline
- TGTXTg TherapeuticsReleaseTG Therapeutics Announces Publication of Five-Year Comparative Analysis of BRIUMVI Versus Ocrelizumab and Ofatumumab in Relapsing Multiple Sclerosis
- STROSutro BiopharmaReleaseSutro Biopharma Announces Participation at the 17th Annual World ADC Conferencevia aggregator
- SNDXSyndax PharmaceuticalsReleaseSyndax Announces Topline Results from MAXPIRe Phase 2 Trial of Axatilimab in Idiopathic Pulmonary Fibrosisvia aggregator→ BD updateBD extracted 2 program updates from this document → SNDX pipeline
- PALIPalisade BioReleasePalisade Bio Presents New Clinical, Pharmacokinetic, Pharmacodynamic and Mechanistic Data Strengthening the Phase 2 Rationale for PALI-2108 in Ulcerative Colitis and Crohn’s Disease at ACG 2026via aggregatorBD extracted 1 program update from this document → PALI pipeline
- ONCYOncolytics BiotechReleaseOncolytics Biotech® Secures Patent Protection to Late 2040s and Provides Intellectual Property Portfolio Update
- NRIXNurix TherapeuticsReleaseNurix Therapeutics Reports Third Quarter 2026 Financial Results and Provides Corporate Update→ BD updateNurix's Q3 print confirms $1.1B in actual cash (runway to H2 2029), quietly kills zelebrudomide, and advances NX-1607 into four solid-tumor expansion cohorts — the portfolio is sharpening its focus around bexobrutideg while the wildcard starts to show its hand.BD extracted 3 program updates from this document → NRIX pipeline
- NGENNervGen PharmaReleaseNervGen Announces First Participant Dosed in RESTORE, a Phase 3 Registrational Study Evaluating NVG-291 in Chronic Spinal Cord Injuryvia aggregator→ BD updateRESTORE just dosed its first patient — the milestone I ranked #1 on my watch list has printed, and the 18-month countdown to the binary readout in 1H 2028 officially starts today.
- HRMYHarmony BiosciencesReleaseHarmony Biosciences Announces Planned CEO Transition to Support Next Phase of Growth→ BD updateJeffrey Dayno is out as CEO at year-end, replaced by COO Peter Anastasiou — announced today, ten days before the October 22 oral argument that the prior writeup called "the single most consequential date in the story." The stock fell 5.1% on the news, and the pattern of executive turnover at Harmony is now two-for-two in six months.
- GERNGeronReleaseGeron Corporation Announces Oral Presentations Highlighting Imetelstat at International Hematology Congresses in Europe and Asia
- FATEFate TherapeuticsReleaseFate Therapeutics Appoints Jamie Harrell As Senior Vice President, Market Development & Commercial Operations To Lead The Commercialization Of CAR T-Cell Therapies
- CRVOCervoMedReleaseCervoMed Presents Initial Results of Phase 2a Trial of Neflamapimod in Nonfluent Variant Primary Progressive Aphasia (nfvPPA) Showing Positive Effects on a Key Neurodegeneration Biomarker in Late-Brea→ BD updateThe nfvPPA biomarker data the thesis has been waiting for landed today — NfL dropped where natural history says it should rise, but the n is small, the design is open-label, and the stock is down 22% on the session. Here's what the data actually means for the partner pitch.BD extracted 1 program update from this document → CRVO pipeline
- BMEABiomea FusionReleaseBiomea Fusion to Announce Phase I Results for BMF-650, Its Next-Generation Oral Small-Molecule GLP-1 Receptor AgonistThe BMF-650 Phase I GLP-131 results drop tomorrow after the close — the catalyst the pulled September offering was waiting for, and the last clean financing window before the cash gets tight.
- ARDXArdelyxReleaseArdelyx Presents Real-World Data at ACG 2026 Showing Reduced Healthcare Resource Utilization Following IBSRELA® Initiation in Adults with IBS-C
Saturday, October 101
Friday, October 915
- XFORX4 PharmaceuticalsReleaseX4 Pharmaceuticals to Host Virtual Investor Day on Thursday, October 29, 2026, Featuring Key Opinion Leaders
- VNDAVanda PharmaceuticalsSCHEDULE 13G/A13G amendment
- TENXTenax TherapeuticsSCHEDULE 13G/A13G amendment
- SYRESpyre TherapeuticsSCHEDULE 13D/A13D amendment
- SGMTSagimet BiosciencesReleaseSagimet To Present Positive Full 52-Week Results from License Partner Ascletis' Phase 3 Open-Label Extension Clinical Trial of Denifanstat in Acne and Mechanistic Data at the 2026 Fall Clinical DermatBD extracted 1 program update from this document → SGMT pipeline
- QTTBQ32 BioSCHEDULE 13GPassive >5% holder (13G)
- PCVXVaxcyteReleaseVaxcyte Announces Closing of $1.15 Billion Public Offerings of Common Stock, Pre-Funded Warrants and Convertible Senior Notes, Including Full Exercise of Underwriters’ Options to Purchase Additional S
- PCVXVaxcyte8-KCurrent report: material agreement, debt / obligation, other events
- PCSAProcessa PharmaceuticalsS-3Shelf registration
- PCSAProcessa PharmaceuticalsPRE 14APRE 14A
- PCSAProcessa PharmaceuticalsPRE 14APRE 14A
- OTLKOutlook TherapeuticsReleaseOutlook Therapeutics Names Greg DiPasquale Chief Commercial OfficerGreg DiPasquale — who launched BEOVU, ran national Eylea sales, and has been inside Outlook since December 2025 — is named CCO as the U.S. launch window opens, giving the commercial bear case its most direct answer yet.
- NVCTNuvectis PharmaReleaseNuvectis Pharma to Participate in the Maxim Growth Summit 2026via aggregator
- MISTMilestone PharmaceuticalsReleaseMilestone Pharmaceuticals Announces First European Study Participant Enrolled in ReVeRA-301 Phase 3 Clinical Trial
- MBRXMoleculin Biotech8-KCurrent report: officer / director change, shareholder vote
- GHRSGH Research6-KForeign issuer report
- ELTXElicio TherapeuticsDEF 14AProxy statement
- CRVOCervoMed8-KCurrent report: Reg FD disclosure
- ATHEAlterity TherapeuticsReleaseAlterity Therapeutics to Present at the Canaccord Genuity Drug and Device Conferencevia aggregator
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1
Thursday, October 828
- XFORX4 PharmaceuticalsReleaseX4 Pharmaceuticals Secures Up to $150 Million Senior Debt Facility with K2 HealthVenturesvia aggregator
- XFORX4 Pharmaceuticals8-KCurrent report: material agreement, agreement terminated, debt / obligation · EX-99.1
- VTVTvTv TherapeuticsSCHEDULE 13G/A13G amendment→ BD updateMillennium Management quietly grew its VTVT stake from 5.0% to 8.7% — adding 144,244 shares through the ATM scare, the enrollment delay, and the dead-money drift — and the market hasn't priced it yet.
- VIRVir BiotechnologyReleaseVir Biotechnology Announces PSMA-targeted PRO-XTEN® Dual-masked T-cell Engager VIR-5500 Received FDA Fast Track Designation for the Treatment of Prostate CancerSummary on the 8-K
- VIRVir Biotechnology8-KCurrent report: other events · EX-99.1The FDA has granted Fast Track designation to VIR-5500, Vir's PRO-XTEN dual-masked PSMA T-cell engager, for late-line mCRPC — a regulatory stamp that accelerates the path to the 2027 pivotal Phase 3 and formally validates the unmet need case Astellas already paid $335M to bet on.
- TGTXTg TherapeuticsReleaseTG Therapeutics Announces Schedule of Data Presentations at MSToronto2026
- TENXTenax Therapeutics8-KCurrent report: other events · EX-99.1BD extracted 1 program update from this document → TENX pipeline
- SPRBSpruce BiosciencesReleaseSpruce Biosciences Announces Presentation of MPS IIIB Natural History Data at the 55th Child Neurology Society Annual Meeting
- SIONSionna TherapeuticsReleaseSionna Therapeutics to Present Data at the 2026 North American Cystic Fibrosis ConferenceBD extracted 1 program update from this document → SION pipeline
- PCVXVaxcyte424B5Prospectus supplement (offering)The $1B+ dual offering that launched alongside the OPUS-1 clean readout has now priced: equity at $64.00/share and converts at a ~$89.60 conversion price, confirming the capital structure reset I said was coming — and explaining why the stock has given back ~12% from its October 5 pop.
- PCVXVaxcyte424B5Prospectus supplement (offering)Summary on the 424B5
- NBPNovaBridge BiosciencesReleaseNovaBridge Biosciences Announces Expanded Givastomig Safety and Efficacy Data to be Presented at the European Society for Medical Oncology 2026
- LXEOLexeo TherapeuticsReleaseLexeo Therapeutics to Participate in the Chardan Healthcare Conferencecompany site may be offline after the acquisition
- IBRXImmunityBioReleaseImmunityBio to Participate in the Piper Sandler Virtual Oncology Symposium
- HELPHelus PharmaReleaseHelus Pharma to Host Investor Presentation on October 21, 2026
- HELPHelus Pharma6-KForeign issuer report · EX-99.1
- GOSSGossamer BioSCHEDULE 13D/A13D amendment
- GANXGain TherapeuticsReleaseGain Therapeutics to Attend the 2026 Maxim Growth Summit
- EWTXEdgewise TherapeuticsReleaseEdgewise Therapeutics Doses First Patient in Phase 2 EQUINOX-HFpEF Trial of EDG-15400EDG-15400 just dosed its first Phase 2 patient in EQUINOX-HFpEF — a randomized, placebo-controlled trial — and the Phase 1 human data the company went silent on for six months will be presented at HFSA this weekend.
- ENTXEntera BioReleaseEntera Bio Announces Additional Presentation of EB613 Phase 3 Study Design at the ASBMR 2026 Annual MeetingBD extracted 1 program update from this document → ENTX pipeline
- DTILPrecision BiosciencesReleasePrecision BioSciences Announces Late-Breaking Oral Presentation for PBGENE-HBV at AASLD The Liver Meeting 2026PBGENE-HBV just earned a late-breaking oral slot at AASLD 2026 (November 8, Denver) — the abstract title signals durable pgRNA loss across both HBeAg+ and HBeAg- patients, a key expansion of the May EASL dataset that lands four weeks after GSK's bepirovirsen PDUFA and directly ahead of the year-end ELIMINATE-B update I've been flagging as the thesis-defining catalyst.
- CYDYCytoDynReleaseCytoDyn to Present Updated Data from Phase 2 CLOVER Clinical Study at ESMO Congress 2026BD extracted 1 program update from this document → CYDY pipeline
- CUECue BiopharmaSCHEDULE 13G/A13G amendment
- CGEMCullinan TherapeuticsReleaseCullinan Therapeutics Announces First Patient Dosed in Planned Registrational Phase 2 Study of CLN-049 in Relapsed/Refractory Acute Myeloid LeukemiaThe AML Hammer just enrolled its first patient in the pivotal Phase 2 — closing the open question I flagged in the October 2 update and formally activating Cullinan's third clinical engine alongside an exploratory TP53-mutated cohort that could be the differentiator.BD extracted 1 program update from this document → CGEM pipeline
- CATXPerspective TherapeuticsReleasePerspective Therapeutics Granted Fast Track Designation for [212Pb]PSV359 for the Treatment of Adult Patients with Locally Advanced Unresectable and/or Metastatic FAP-Positive Solitary Fibrous Tumors→ BD updateSummary on the 8-K
- CATXPerspective Therapeutics8-KCurrent report: other events · EX-99.1→ BD updateThe FDA granted Fast Track Designation for PSV359 — the wholly-owned FAP-α program — specifically in FAP-positive solitary fibrous tumors, a rare cancer with no approved targeted therapies. The stock gained +10.2% on the day, and with the ESMO oral on VMT-α-NET just 15 days away, this adds another regulatory receipt to a pipeline that keeps compounding.
- AGMBAgomab TherapeuticsReleaseAgomab to Present STENOVA Open-Label Extension Data of Ontunisertib at UEG Week 2026 and Host Scientific Symposium on Fibro-Inflammation
- ADCTADC TherapeuticsReleaseADC Therapeutics Announces Comprehensive Strategic Financial Restructuring Marking Key Capital Structure Improvements→ BD updateADCT just executed a three-part balance sheet overhaul — $86.6M PIPE, term loan cut to $50M with the liquidity covenant eliminated, and the HCR change-of-control payment removed entirely — buying itself runway into 2029 and stripping away the distress-discount logic. The regulatory binary on LOTIS-7 and the 3L+ label is unchanged, but the balance sheet trap I described in August just got materially defused.
- ACTUActuate TherapeuticsFWPFree writing prospectus (offering terms)
- AARDAardvark Therapeutics8-KCurrent report: officer / director change, other events · EX-99.1
Wednesday, October 725
- ZBIOZenas BioPharmaReleaseZenas BioPharma Announces Upcoming Presentations of Orelabrutinib Data in Relapsing Remitting Multiple Sclerosis, Clinical Trial Designs in Progressive Multiple Sclerosis and Other Multiple SclerosisBD extracted 1 program update from this document → ZBIO pipeline
- XFORX4 PharmaceuticalsSCHEDULE 13G/A13G amendment
- VTVTvTv TherapeuticsReleasevTv Therapeutics Announces FDA Orphan Drug Designation for HPPD in Sickle Cell DiseaseThe FDA just handed vTv's Nrf2/Bach1 modulator an Orphan Drug Designation in sickle cell disease — a pipeline asset the prior writeup called a "science project" just became a partnering card with real regulatory currency.BD extracted 1 program update from this document → VTVT pipeline
- VIRVir BiotechnologyReleaseVir Biotechnology Appoints David Liu as Chief Medical Officer→ BD updateThe last open C-suite gap is closed: Vir names David Liu, M.D., Ph.D. — a 25-year immuno-oncology veteran with a regulatory approval on his résumé — as CMO effective October 12, weeks before ECLIPSE 1 topline and completing the leadership rebuild I've been tracking since April.
- TTRXTurn Therapeutics8-KCurrent report: Reg FD disclosure · EX-99.1 INVESTOR PRESENTATION, DATED OCTOBER 6, 2026BD extracted 1 program update from this document → TTRX pipeline
- SYRESpyre Therapeutics8-KCurrent report: material agreement
- SGMTSagimet BiosciencesSCHEDULE 13GPassive >5% holder (13G)
- RCKTRocket PharmaceuticalsReleaseRocket Pharmaceuticals Highlights FDA-Aligned Pivotal Phase 2 Trial and Updated Clinical Findings for RP-A501 Following Danon Disease Investor WebinarBD extracted 1 program update from this document → RCKT pipeline
- RAREUltragenyx PharmaceuticalReleaseUltragenyx Enters into Agreement to Sell Rare Pediatric Disease Priority Review Voucher for $210 Million→ BD updateSummary on the 8-K
- RAREUltragenyx Pharmaceutical8-KCurrent report: material agreement→ BD updateUltragenyx just monetized the GENGLYCOS Priority Review Voucher for $210M — well above the ~$100M historical average I'd been penciling in — with a 20% NIH toll that still leaves ~$168M in net non-dilutive proceeds, meaningfully extending runway and reinforcing the post-Aspire commercial floor thesis.
- QNRXQuoin PharmaceuticalsSCHEDULE 13G/A13G amendment
- PCVXVaxcyteFWPFree writing prospectus (offering terms)
- OKUROnKure TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- OCSOculis HoldingReleaseOculis to Highlight Licaminlimab at Eyecelerator @ AAO 2026 and Partner with Neuro-Ophthalmology Subspecialty Day
- NRIXNurix TherapeuticsReleaseNurix Therapeutics Announces First Patient Enrolled in Phase 1b/2 Combination Study of Bexobrutideg in Chronic Lymphocytic LeukemiaThe NX-5948-203 combination study has enrolled its first patient — bexobrutideg plus venetoclax, with potential expansion to Roche's anti-CD20 antibodies, now running in R/R and treatment-naïve CLL — checking the third box on the August 4 catalyst checklist and opening the fixed-duration combination franchise angle.
- NGNENeurogeneSCHEDULE 13GPassive >5% holder (13G)
- MBRXMoleculin BiotechReleaseMoleculin Biotech to Participate in Advances in Oncology Panel at the 2026 Maxim Growth Summit
- MAIAMAIA BiotechnologyReleaseMAIA Biotechnology Achieves Patient Enrollment Milestones in Ongoing Phase 2 and Pivotal Phase 3 Clinical Trials in Non-Small Cell Lung Cancer→ BD updateSummary on the 424B3BD extracted 1 program update from this document → MAIA pipeline
- MAIAMAIA Biotechnology424B3Prospectus (resale / update)→ BD updateMAIA closes Part C enrollment and prints a 65-patient Phase 3 count — the two enrollment watch items from the August update in one release — while a quiet Clinical Trial Funding Agreement with PoC Capital surfaces a new $1M non-dilutive (ish) financing structure the tape hasn't fully priced.
- LEGNLegend BiotechS-8Employee plan registration
- KYTXKyverna TherapeuticsReleaseKyverna Therapeutics to Present Positive Data in Stiff Person Syndrome and Progressive Multiple Sclerosis at MSToronto2026BD extracted 2 program updates from this document → KYTX pipeline
- KURAKura OncologyReleaseCaspian Therapeutics and Kura Oncology to Host Investor Webcast Highlighting Caspian’s Launch and KO-7246 Preclinical Data in Diabetes
- KODKodiak SciencesReleaseKodiak Sciences to Present Clinical Data Across All Three Late-Stage Programs at AAO 2026BD extracted 3 program updates from this document → KOD pipeline
- IMUXImmunicReleaseImmunic to Present New Clinical, Biomarker and Preclinical Data on Vidofludimus Calcium at MSToronto2026 - the 10th Joint ACTRIMS-ECTRIMS MeetingBD extracted 1 program update from this document → IMUX pipeline
- IMCRImmunocoreSCHEDULE 13G/A13G amendment→ BD updateFMR LLC (Fidelity) has cut its IMCR stake by roughly 60% — from ~4.3M shares (8.8%) to ~1.74M shares (3.6%) — joining T. Rowe Price in a significant institutional trim ahead of the TEBE-AM OS readout. Two of the largest holders in the quality roster have now materially reduced exposure into the binary.
- EYPTEyePointSCHEDULE 13G/A13G amendment
- EIKNEikon TherapeuticsSCHEDULE 13G/A13G amendment
- CYDYCytoDynEFFECTRegistration effective
- CYDYCytoDyn424B3Prospectus (resale / update)
- CRDLCardiol TherapeuticsReleaseThe Signs That Keep Coming Back: Understanding Recurrent PericarditisBD extracted 1 program update from this document → CRDL pipeline
- CLDXCelldex TherapeuticsSCHEDULE 13G/A13G amendment
- CATXPerspective TherapeuticsReleasePerspective Therapeutics Announces Acceptance of [212Pb]VMT-α-NET Data for Presentation at the NANETS 2026 Multidisciplinary NET Medical SymposiumBD extracted 1 program update from this document → CATX pipeline
- BCAXBicara TherapeuticsSCHEDULE 13G/A13G amendment
- AXSMAxsome TherapeuticsReleaseAxsome Therapeutics to Report Third Quarter 2026 Financial Results on November 2
- ARVNArvinasReleaseArvinas Shares Novel Oculomotor and Biomarker Data from Phase 1 Clinical Trial of ARV-102 in Patients with Parkinson’s Disease→ BD updateThe final ARV-102 Phase 1 data at MDS 2026 deliver the closest thing to a clinical signal this trial was designed to produce: dose-dependent improvements in an objective eye-movement measure of Parkinson's severity, correlated with CSF LRRK2 degradation — expanding the biomarker case for the PSP program still waiting on FDA clearance.BD extracted 1 program update from this document → ARVN pipeline
- AKBAAkebia TherapeuticsReleaseAkebia Therapeutics to Conduct Investor Meetings at the Virtual U.S. Bancorp I BTIG Kidney Health Forum
- ACHVAchieve Life SciencesReleaseAchieve Life Sciences Appoints Kaitlyn Tuson as Senior Vice President, Marketing and Communications
Tuesday, October 633
- ZBIOZenas BioPharmaReleaseZenas BioPharma to Host Virtual R&D Event
- VTVTvTv TherapeuticsReleasevTv Therapeutics to Host Virtual KOL Event on Hypoglycemia in Type 1 Diabetes and the Cadisegliatin Phase 3 Program on October 20, 2026
- VTVTvTv Therapeutics8-KCurrent report: charter / bylaws / fiscal year
- VKTXViking TherapeuticsReleaseViking Therapeutics Announces Initiation of VK2735 Oral Maintenance Dosing Clinical Trial in Patients with ObesityPart 2 of the VK2735 maintenance study — the oral dosing arm I've been calling the version that matters most commercially — just initiated, while the stock has shed 22.8% since the raise priced at $35. Here's what the new study means and why the stock is where it is.BD extracted 1 program update from this document → VKTX pipeline
- SYRESpyre Therapeutics424B5Prospectus supplement (offering)→ BD updateSpyre priced its $350M follow-on at $85.00/share — below the $85.31 Fairmount block and 8.5% below where the stock was trading — and the market gave back 13.6% in today's session as the deal digested. With three explicit reference prices now stacked between $62 and $88, and the SPY072-in-HS program the stated use of proceeds, the supply picture just got cleaner and the thesis calculus worth revisiting.
- SMMTSummit TherapeuticsPRE 14APRE 14A
- SCYXScynexisReleaseSCYNEXIS Announces Phase 1 Study Results for SCY-770, a Novel, Highly Selective, Oral Direct AMPK Activator for the Treatment of Autosomal Dominant Polycystic Kidney Disease (ADPKD)The SCY-770 Phase 1 gate just cleared: well tolerated at higher doses (750mg QD, 500mg BID), PK characterized, and Phase 2 ADPKD initiation confirmed on track for Q4 2026 — the last logistical hurdle before the real binary is removed.BD extracted 1 program update from this document → SCYX pipeline
- RCKTRocket PharmaceuticalsReleaseRocket Pharmaceuticals Secures Strategic Credit Facility for Up to $150 Million from Hercules Capital→ BD updateSummary on the 8-K
- RCKTRocket Pharmaceuticals8-KCurrent report: material agreement, debt / obligation, unregistered sale of equity · EX-99.1 EXHIBIT 99.1→ BD updateRocket closed a $150M Hercules debt facility and hosted a pivotal-program webinar showcasing 7-year Phase 1 durability data and the first Phase 2 efficacy numbers — two developments that materially reshape both the cash runway and the clinical risk picture heading into the mid-2028 readout.BD extracted 1 program update from this document → RCKT pipeline
- QNRXQuoin PharmaceuticalsReleaseQuoin Pharmaceuticals Announces Acceptance of QRX003 Paper in Dermatology and TherapyBD extracted 1 program update from this document → QNRX pipeline
- PMNProMIS NeurosciencesReleaseProMIS Neurosciences Appoints Seasoned Alzheimer’s and Neuroscience Executive Ivana Rubino, Ph.D., as Chief Commercial OfficerProMIS just hired the former Biogen VP who oversaw the LEQEMBI commercial buildout as its first Chief Commercial Officer — a credentialed signal of launch-readiness ambition ahead of the Q1 2027 PRECISE-AD topline, even as the stock has bled ~37% from the July interim high.
- PHIOPhio PharmaceuticalsReleasePhio Pharmaceuticals to Present at The Global Markets Virtual Forum October 8, 2026
- PCVXVaxcyteReleaseVaxcyte Announces Pricing of Concurrent Public Offerings of Common Stock, Pre-Funded Warrants and Convertible Senior NotesSummary on the 424B5
- PCVXVaxcyte424B5Prospectus supplement (offering)The equity + convertible offering that landed the same day as OPUS-1 data is now on the page: preliminary prospectus supplements confirm the dual-tranche structure, reveal ~$2.3B Q3 cash, and impose a 60-day lock-up and 30-day ATM pause — while the stock pulls back 9.6% from the post-data gap, a textbook offering overhang that's worth decoding for readers.
- PCVXVaxcyte424B5Prospectus supplement (offering)Summary on the 424B5
- PCVXVaxcyte305B2305B2Summary on the 424B5
- OTLKOutlook TherapeuticsReleaseOutlook Therapeutics Highlights What the Appointment of New CFO Kevin Lundquist Means for the Company’s Next Chapter in Virtual Investor Discussion
- ONCYOncolytics BiotechDEFA14AProxy soliciting material
- ONCYOncolytics BiotechDEF 14AProxy statement
- OCGNOcugenReleaseOcugen Appoints Industry Executive Jolanda Crombach General Manager of European Affiliate→ BD updateSummary on the 8-K
- OCGNOcugen8-KCurrent report: shareholder vote→ BD updateThe authorized-share vote that was supposed to unlock the convertible's stock-settlement mechanics missed its date a third time — now adjourned to October 26 — while Ocugen simultaneously announced a European affiliate GM hire out of Amsterdam, signaling it's spending on commercialization infrastructure even as the cap table remains unresolved.
- NGNENeurogeneSCHEDULE 13GPassive >5% holder (13G)
- MPLTMapLight TherapeuticsReleaseMapLight Therapeutics Celebrates Co-Founder Dr. Karl Deisseroth on Receipt of 2026 Nobel Prize in Physiology or Medicine for the Development of Optogenetics
- MAIAMAIA BiotechnologyEFFECTRegistration effective
- MAIAMAIA Biotechnology8-KCurrent report: Reg FD disclosure · EX-99.1
- KAPAKairos PharmaReleaseKairos Pharma Reports Positive, Statistically Significant Interim Efficacy Data from Phase 2 Trial of ENV-105 in Metastatic Prostate Cancer→ BD updateSummary on the 8-K
- KAPAKairos Pharma8-KCurrent report: other events · EX-99.1→ BD updateKairos's randomized Phase 2 finally reported both arms: 17.7 months vs. 2 months, p=0.0008 — but the stock fell 25% on data that looks positive, and the devil is in what the press release doesn't say: n, patient count per arm, and a mid-trial protocol change that switches the backbone drug and moves enrollment earlier in the disease.BD extracted 1 program update from this document → KAPA pipeline
- INMBInmune BioReleaseINmune Bio to Attend the 2026 Maxim Growth Summit
- ENTXEntera BioReleaseEntera Appoints Global BioPharma Executive Laura Hamill to Its Board of Directors, Expanding Commercial Expertise
- ENTXEntera Bio8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1 EXHIBIT 99.1
- CRBUCaribou BiosciencesReleaseCaribou Biosciences to Evaluate Strategic Alternatives→ BD updateSummary on the 8-K
- CRBUCaribou Biosciences8-KCurrent report: exit / restructuring costs, officer / director change, Reg FD disclosure · EX-99.1→ BD updateCaribou's Board voted on October 2 to discontinue both vispa-cel and CB-011, wind down clinical trials, cut the majority of staff, and shop the company for a merger or asset sale — with $113.8M in cash and Wedbush as financial advisor. The bear path is no longer a scenario; it's the outcome.BD extracted 1 program update from this document → CRBU pipeline
- CNTBConnect BiopharmaSCHEDULE 13GPassive >5% holder (13G)
- CGENCompugenReleaseCompugen to Participate in a Fireside Chat at the H.C. Wainwright 3rd Annual AI Based Drug Discovery & Development Conference
- BCTXBriaCell TherapeuticsReleaseBriaCell and BriaPro to Present Four Posters at SITC 2026 Annual Meetingvia aggregator
- AMLXAmylyx PharmaceuticalsReleaseAmylyx Pharmaceuticals to Present Topline Data from Phase 3 LUCIDITY Clinical Trial of Avexitide in Post-Bariatric Hypoglycemia at ObesityWeek® 2026 Annual MeetingBD extracted 1 program update from this document → AMLX pipeline
- AKBAAkebia TherapeuticsReleaseAkebia Therapeutics Announces Late-Breaking VOICE Trial Presentation and Posters on Akebia’s Rare Kidney Pipeline at ASN Kidney Week 2026
- ACTUActuate TherapeuticsS-1Registration statement→ BD updateActuate finally pulled the trigger on the dilutive financing I've been warning about since November 2025 — a 50M-share S-1 at ~$0.82/share that more than triples the share count but buys real runway, kills the going-concern clock, and may cure the Nasdaq MVLS deficiency. The sledgehammer survives; the cap table gets hammered.
Monday, October 537
- VTVTvTv TherapeuticsReleasevTv Therapeutics Announces Completion of Enrollment in Phase 3 CATT1 Study of Cadisegliatin in Type 1 Diabetes (T1D)→ BD updatevTv just confirmed CATT1 enrollment is complete — 166 patients randomized, on the Q3 2026 schedule promised three quarters running. The bet-the-company readout is now locked in for mid-2027, and the clock is officially ticking.
- VIRVir BiotechnologyReleaseVir Biotechnology to Present Expanded Phase 2 SOLSTICE Results for Elebsiran and Tobevibart in Hepatitis Delta at AASLD’s The Liver Meeting® 2026BD extracted 1 program update from this document → VIR pipeline
- SYRESpyre TherapeuticsReleaseSpyre Therapeutics Announces Proposed Public Offering of its Common Stock→ BD updateSummary on the 424B5
- SYRESpyre TherapeuticsReleaseSpyre Therapeutics Announces Pricing of $350.0 Million Public Offering of Common Stock→ BD updateSummary on the 424B5
- SYRESpyre Therapeutics424B5Prospectus supplement (offering)→ BD updateSpyre has launched a new underwritten public offering — bypassing $451.6M of remaining ATM capacity to go straight to a marketed deal, the same playbook as April — but this time without an announced clinical catalyst driving it.
- SMMTSummit TherapeuticsReleaseAstraZeneca Completes $2 Billion Equity Investment in Summit TherapeuticsAstraZeneca's $2.0B preferred-stock investment in Summit has officially closed, putting over $2.5B in pro-forma liquidity on the balance sheet 40 days before the November 14 PDUFA — the going-concern overhang that spooked the tape in May is now mathematically extinct.
- RVMDRevolution MedicinesReleaseRevolution Medicines Begins Treating Patients in Phase 3 RASolute 309 Trial Evaluating RASONQUE™ (daraxonrasib) Plus Zoldonrasib as First-Line Treatment for Metastatic RAS G12D Pancreatic Cancer
- PMVPPMV PharmaceuticalsReleasePMV Pharmaceuticals Appoints Matt Eckler, Ph.D., to Board of Directors
- PMVPPMV Pharmaceuticals8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1BD extracted 1 program update from this document → PMVP pipeline
- PHIOPhio PharmaceuticalsReleasePhio Pharmaceuticals to Present at the National Investment Banking Association (NIBA) 153rd Conference
- PCVXVaxcyteReleaseVaxcyte Announces Commencement of Proposed Public Offerings of Common Stock, Pre-Funded Warrants and Convertible Senior Notes→ BD updateSummary on the 8-K
- PCVXVaxcyteReleaseVaxcyte Reports Positive Topline Data from OPUS-1, the Pivotal Adult Phase 3 Trial of VAX-31, the Company’s 31-Valent Pneumococcal Conjugate Vaccine Candidate→ BD updateSummary on the 8-K
- PCVXVaxcyte8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateOPUS-1 delivered: VAX-31 cleared all 28 co-primary endpoints at the tighter >0.667 bar, posted superiority on its unique serotypes, and logged clean safety — the exact table I said would convert this from Watch List to Buy. A $1B+ capital raise launched the same morning to fund the BLA path.BD extracted 1 program update from this document → PCVX pipeline
- PCSAProcessa Pharmaceuticals8-K/ACurrent report (amended): other events · EX-99.3 EXHIBIT 99.3BD extracted 2 program updates from this document → PCSA pipeline
- NRXPNRX Pharmaceuticals8-KCurrent report: material agreement · EX-99.1 EXHIBIT 99.1
- NRIXNurix TherapeuticsReleaseNurix Therapeutics Announces Second Research Term Extension for Oncology Program Under Collaboration with Gilead SciencesGilead has extended its oncology research collaboration with Nurix for a second time, paying a $10M fee to continue work on an undisclosed degrader program — the third partner in 2026 to re-up or escalate their commitment to the DEL-AI platform.
- MDNAFMedicenna TherapeuticsReleaseMedicenna Announces Oral Presentation of Topline Data from the Phase 1/2 ABILITY-1 Study of MDNA11 at SITC 2026The topline ABILITY-1 data gets an oral slot at SITC 2026 on November 7 — and the abstract title reveals a biomarker-enriched GI + ICI-refractory framing that's more strategically focused than the all-comers basket. The Q4 swing event is now dated and named.BD extracted 1 program update from this document → MDNAF pipeline
- MBRXMoleculin Biotech8-KCurrent report: Reg FD disclosure · EX-99.1 EXHIBIT 99.1
- LBRXLB PharmaceuticalsEFFECTRegistration effective
- INSMInsmedReleaseInsmed Announces CFO Transition→ BD updateSummary on the 8-K
- INSMInsmed8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1 EXHIBIT 99.1→ BD updateCFO Sara Bonstein is out October 30, right as the company approaches its most important quarterly print in the BRINSUPRI launch — and the stock opened today down another 6.6%, extending a 14% slide since the September Priority Review update.
- IMNMImmunome8-KCurrent report: material agreement, unregistered sale of equity→ BD updateImmunome quietly bought out the entire BMS royalty and milestone burden on varegacestat — paying $20M cash + ~4.4M shares — and now owns the patents outright, transforming the drug's commercial economics ahead of the April 2027 PDUFA date.
- IMMXImmix BiopharmaReleaseImmix Biopharma to Participate in the 45th Annual J.P. Morgan Healthcare Conference
- HROWHarrowReleaseHarrow Closes Acquisition of TYRVAYA®→ BD updateSummary on the 8-K
- HROWHarrow8-KCurrent report: material agreement, acquisition / disposition, Reg FD disclosure · EX-99.1→ BD updateHarrow closed the TYRVAYA acquisition this morning for $30M cash — and the closing 8-K contains zero mention of Novaliq, the licensor whose filed contract appears to require Harrow to divest any competing dry-eye prescription product within 12 months of acquisition.
- HELPHelus Pharma6-KForeign issuer report · EX-99.1 EXHIBIT 99.1
- FHTXFoghorn TherapeuticsSCHEDULE 13G/A13G amendment
- FDMT4D Molecular TherapeuticsRelease4DMT to Host Investor Day on October 21, 2026
- ELDNEledon PharmaceuticalsReleaseEledon Pharmaceuticals Announces Presentation at the American Society of Nephrology Kidney Week 2026 Annual Meeting
- COYACoya Therapeutics8-KCurrent report: other events
- CMPSCOMPASS PathwaysReleaseCompass Pathways Celebrates Opening of New U.S. Office in Jersey City, New Jersey
- CBIOCrescent BiopharmaReleaseCrescent Biopharma Announces FDA Clearance of IND Application for CR-002, a PD-L1-targeted Topoisomerase Inhibitor ADC, for the Treatment of Solid Tumors→ BD updateThe FDA just cleared the CR-002 IND — the milestone I've flagged in every update since July as the key validation of the July financing's charitable read. The APOLLO Phase 1/2 trial launches this quarter, making Crescent a three-program clinical company heading into a stacked 2027 catalyst calendar.BD extracted 1 program update from this document → CBIO pipeline
- CAPRCapricor TherapeuticsReleaseCapricor Therapeutics Presents Positive HOPE-3 Open-Label Extension Data on Upper Limb Function in Duchenne Muscular Dystrophy at 2026 World Muscle Society Congress→ BD updateThe 24-month HOPE-3 OLE data just landed publicly at WMS — patients who spent a year on placebo then switched to Deramiocel slowed their upper limb decline by 76%, and both arms outperformed natural-history predictions at month 24, giving the FDA's November 22 review its first durability signal.BD extracted 1 program update from this document → CAPR pipeline
- BCRXBiocryst PharmaceuticalsReleaseBioCryst Announces Formation of Scientific Advisory Board to Drive Rare Disease Pipeline Innovation and Growth
- AUTLAutolus TherapeuticsReleaseAUTOLUS THERAPEUTICS TO PRESENT LONGER-TERM FOLLOW UP DATA FROM CARLYSLE TRIAL AT THE AMERICAN COLLEGE OF RHEUMATOLOGY CONVERGENCE 2026BD extracted 1 program update from this document → AUTL pipeline
- ATHEAlterity TherapeuticsReleaseAlterity Therapeutics Presents New Analyses of ATH434 Phase 2 Data in Multiple System Atrophy at the 2026 International Congress of Parkinson’s Disease and Movement Disordersvia aggregator→ BD updateSummary on the 6-K
- ATHEAlterity Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1→ BD updateA fourth analytical cut of the Phase 2 dataset — now with CSF NfL as a pre-specified covariate — lands at ~52% functional slowing for ATH434 50mg (p=0.032), closing another methodological gap ahead of Phase 3; the missed primary imaging endpoint and the 6.7% session drop need decoding against the still-unresolved financing backdrop.BD extracted 1 program update from this document → ATHE pipeline
- ARDXArdelyxReleaseArdelyx to Present New Data on Hyperphosphatemia Management at ASN Kidney Week 2026
- ANIXAnixa BiosciencesReleaseOCT 05, 2026 8:15 AM EDT Anixa Biosciences Announces First Case of Stable Disease for Three Months in Ovarian Cancer CAR-T Clinical Trial↗ A patient in its ongoing Phase 1, dose-escalating, clinical t→ BD updateCohort 5 delivers ANIX's first on-treatment efficacy signal — stable disease at 90 days in the first lymphodepleted, therapeutic-dose patient — a meaningful but incomplete step toward the RECIST response the thesis is waiting for.BD extracted 1 program update from this document → ANIX pipeline
Sunday, October 41
- PCVXVaxcyteReleaseVaxcyte to Host Webcast and Conference Call to Present Topline Data from OPUS-1, the Pivotal Adult Phase 3 Trial of VAX-31, the Company’s 31-Valent Pneumococcal Conjugate Vaccine Candidate→ BD updateSummary on the 8-K of Oct 5, 2026BD extracted 1 program update from this document → PCVX pipeline
Friday, October 222
- VSTMVerastemReleaseVerastem Oncology Announces New RAMP 201 Molecular Profiling and External Control Arm Analyses Describing Outcomes for Avutometinib Plus Defactinib in Recurrent Low-Grade Serous Ovarian Cancer to be PBD extracted 1 program update from this document → VSTM pipeline
- VNDAVanda PharmaceuticalsReleaseVanda Pharmaceuticals Announces Presentation at 2026 EADV Annual Meeting
- VERAVera TherapeuticsReleaseVera Therapeutics Announces ORIGIN 3 Final Efficacy Analysis of TRUTAKNA™ (atacicept-vymj) in IgA Nephropathy Will be A Featured Late-breaking Oral Presentation at the Opening Plenary Session of ASN KThe full ORIGIN 3 dataset and first-ever PIONEER interim data (IgAN + pMN cohorts) land as late-breaking orals at ASN Kidney Week on October 22–24 — three weeks out, with the stock down ~10% since the topline win and the market still not pricing the commercial story or the TAM-expansion call option.BD extracted 1 program update from this document → VERA pipeline
- TVTXTravere TherapeuticsReleaseTravere to Present New Data Supporting FILSPARI® (sparsentan) as Foundational Treatment in IgA Nephropathy and FSGS at ASN Kidney Week 2026→ BD updateNine data sets headed to ASN Kidney Week include the final SPARTAN readout (75% complete remission with first-line FILSPARI in IgAN) and a DUPLEX post-hoc in the exact FSGS label population showing 3x higher remission and 75% lower kidney failure versus irbesartan — the strongest biological rebuttal yet to the "failed primary endpoint" overhang that has followed this stock since the DUPLEX miss.BD extracted 1 program update from this document → TVTX pipeline
- SMMTSummit TherapeuticsReleaseSummit Therapeutics Announces Clinical Trial Collaboration with AstraZeneca and Daiichi Sankyo to Evaluate Ivonescimab in Combination with TROP2-Directed ADC Datroway→ BD updateSummit, AstraZeneca, and Daiichi Sankyo just signed a three-way collaboration to run a Phase III trial of ivonescimab + Datroway in first-line triple-negative breast cancer — the first breast cancer push for ivonescimab, and the seventh capital-efficient partnership that expands the "pipeline in a product" thesis without Summit footing the whole bill.
- RAREUltragenyx PharmaceuticalReleaseUltragenyx Announces Marketing Authorisation Application (MAA) Submission to the European Medicines Agency (EMA) for the First Investigational Gene Therapy for MPS IIIA (Sanfilippo Syndrome Type A)via aggregator
- QNRXQuoin PharmaceuticalsDEF 14AProxy statement
- NRSNNeuroSense TherapeuticsReleaseNeuroSense Provides Update on Nasdaq Listing Compliance→ BD updateSummary on the 6-K
- NRSNNeuroSense Therapeutics6-KForeign issuer report · EX-99.1 PRESS RELEASE DATED OCTOBER 2, 2026→ BD updateThe September 29 Nasdaq deadline I flagged arrived exactly as predicted: bid-price compliance was cured by the 1-for-20 split, but the $35M MVLS deficiency triggered a formal Staff Determination — a delisting notice — and the stock cratered ~43% on the week. The company is appealing to a Hearings Panel, which stays trading but resolves nothing about the structural problem.BD extracted 1 program update from this document → NRSN pipeline
- MAIAMAIA Biotechnology424B3Prospectus (resale / update)MAIA quietly struck a Clinical Trial Funding Agreement with PoC Capital, LLC on August 29, exchanging 751,879 shares for $1M in trial funding — the first concrete "Tranche 2"-style structured deal to surface, and a new freely tradable equity overhang filed after today's close.
- KZIAKazia TherapeuticsSCHEDULE 13G/A13G amendment
- IPSCCentury TherapeuticsReleaseCentury Therapeutics' CNTY-813 Demonstrates Continued Advancement Toward the Clinic Via Nonclinical Data Presented at EASD 2026
- IPSCCentury Therapeutics8-KCurrent report: Reg FD disclosure, other events · EX-99.1 EXHIBIT 99.1
- INKTMiNK TherapeuticsReleaseMiNK Therapeutics to Present Data on Treatment-Resistant Colorectal Cancer and Clearance of Senescent Tumor Cells and Fibroblasts at SITC 2026
- IMRXImmuneeringReleaseImmuneering to Present at the 41st Annual Meeting of the Society for Immunotherapy of Cancer (SITC)
- HELPHelus Pharma6-KForeign issuer report · EX-99.1
- EIKNEikon TherapeuticsSCHEDULE 13G/A13G amendment
- CYDYCytoDynEFFECTRegistration effective
- CYDYCytoDynEFFECTRegistration effective
- CLYMClimb BioReleaseClimb Bio to Present New Data at American Society of Nephrology (ASN) Kidney Week 2026 for CLYM116 and BudoprutugThe Phase 2 PrisMN data — the "main event" catalyst I've been tracking all year — just got selected for an oral presentation at ASN Kidney Week on October 24. The stock is down 25% from the September 3 CLYM116 peak, which means subscribers could be looking at a de-risked entry into the most important data readout in the budoprutug thesis.BD extracted 1 program update from this document → CLYM pipeline
- CINGCingulate8-KCurrent report: officer / director change
- CGEMCullinan Therapeutics8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateCullinan has initiated the frontline NDA submission for zipalertinib plus chemo under FDA's Real-Time Oncology Review program, targeting year-end 2026 completion — and the $100M first-line approval milestone just moved from hypothetical to imminent.BD extracted 1 program update from this document → CGEM pipeline
- CATXPerspective TherapeuticsReleasePerspective Therapeutics Announces Acceptance of [212Pb]VMT01 Data for Presentation at SITC 2026BD extracted 1 program update from this document → CATX pipeline
- BIOABioAge Labs8-KCurrent report: other events
- ARTVArtiva BiotherapeuticsReleaseArtiva Biotherapeutics Announces Multiple AlloNK® Data Presentations at the American College of Rheumatology (ACR) Convergence 2026BD extracted 1 program update from this document → ARTV pipeline
- ACIUAC Immune6-KForeign issuer report
Thursday, October 148
- WVEWave Life SciencesReleaseWave Life Sciences Announces FDA Feedback Supports Registrational Pathway for WVE-006 (RNA Editing) in AATD→ BD updateThe FDA meeting Wave has been building toward all year just delivered a workable answer: a single two-year registrational trial with a one-year interim for potential accelerated approval — plus a $12M GSK milestone that validates the broader PRISM platform. The stock is down ~33% from July, and the gap between the regulatory news and the price action deserves a hard look.BD extracted 1 program update from this document → WVE pipeline
- VIRVir BiotechnologyReleaseVir Biotechnology Appoints Aziz Sawaf as Chief Financial Officer→ BD updateSummary on the 8-K
- VIRVir Biotechnology8-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1→ BD updateVir's permanent CFO search — the open loop I've flagged since July — just closed with a hire that has a specific edge: Aziz Sawaf comes from Gilead's R&D and commercial finance teams, meaning Vir's new finance chief built his career at the exact company whose drug now occupies the U.S. CHD market Vir intends to enter.
- UNCYUnicycive TherapeuticsReleaseUnicycive Therapeutics Appoints Meredith Manning to Board of Directors
- TSHATaysha Gene TherapiesReleaseTaysha Gene Therapies Announces Multiple Encore Presentations Supporting TSHA-102 Rett Syndrome Clinical Program at the 55th Child Neurology Society Annual MeetingBD extracted 1 program update from this document → TSHA pipeline
- SYRESpyre TherapeuticsSCHEDULE 13GPassive >5% holder (13G)
- SGMTSagimet BiosciencesReleaseSagimet Biosciences Announces Closing of Underwritten Offering of Series A Common Stock and Pre-Funded Warrants
- SGMTSagimet Biosciences8-KCurrent report: material agreement
- SGMTSagimet Biosciences424B5Prospectus supplement (offering)
- SABSSAB BiotherapeuticsReleaseSAB BIO to Present SAB-142 Data at the Inaugural Breakthrough T1D Clinical & Research CongressBD extracted 1 program update from this document → SABS pipeline
- REPLReplimune GroupReleaseReplimune Announces TUDRIQEV™ Now Available in the U.S. for Advanced MelanomaTUDRIQEV is commercially available in the U.S. as of today — next-day delivery, ~60 days after approval, exactly on the timeline I laid out. The stock is down 10% from the August 14 high despite the milestone, and that gap is the story worth decoding.
- PYPDPolyPidReleaseEuropean Medicines Agency Validates PolyPid’s Marketing Authorization Application for D-PLEX₁₀₀→ BD updateSummary on the 6-K
- PYPDPolyPidReleasePolyPid Regains European Commercialization Rights for D-PLEX₁₀₀, Expanding Global Commercialization Opportunities→ BD updateSummary on the 6-K
- PYPDPolyPid6-KForeign issuer report · EX-99.1 PRESS RELEASE ISSUED BY POLYPID LTD. ON OCTOBER 1, 2026, TITLED "EUROPEAN MEDICI→ BD updateAdvanz is out and PolyPid owns Europe again — the partnership I called a "cautionary tale" (€2.5M in, zero milestones earned in four years) has been mutually terminated, simultaneously with EMA validating the MAA for formal CHMP review. The European commercial picture just changed materially, eight weeks before the U.S. PDUFA.BD extracted 1 program update from this document → PYPD pipeline
- PYPDPolyPid6-KForeign issuer report · EX-99.1 PRESS RELEASE ISSUED BY POLYPID LTD. ON OCTOBER 1, 2026, TITLED "POLYPID REGAINS→ BD updateSummary on the 6-K
- OTLKOutlook TherapeuticsReleaseOutlook Therapeutics Submits HCPCS Level II Application to CMS for Permanent J-Code for LYTENAVA™ (bevacizumab-vikg)OTLK has filed the HCPCS Level II J-Code application with CMS — the reimbursement plumbing step I flagged as the single most underrated launch-velocity variable in this name. It doesn't guarantee a J-Code or coverage, but it formally starts the clock on the billing pathway that a $485-per-vial launch needs to work.
- OCSOculis HoldingReleaseOculis Joins the National Multiple Sclerosis Society’s Campaign to End MS
- NKTRNektar TherapeuticsRelease/UPDATE -- Nektar Therapeutics/→ BD updateSummary on the 8-K
- NKTRNektar TherapeuticsReleaseNew Rezpegaldesleukin Data Supporting Long-term Durability and Disease Improvement in Patients with Alopecia Areata and Atopic Dermatitis at EADV Congress 2026→ BD updateSummary on the 8-K
- NKTRNektar Therapeutics8-KCurrent report: Reg FD disclosure · EX-99.1 PRESS RELEASE ISSUED BY NEKTAR THERAPEUTICS ON OCTOBER 1, 2026, FURNISHED HEREWI→ BD updateThe REZOLVE-AA 24-week off-treatment data landed at EADV this morning — 63% of responders maintained 80%+ scalp coverage six months after stopping rezpeg — but the stock dropped -17.6% to $46.99, because "63% of 8 patients" is the small-print asterisk that changes everything about how to read the headline.BD extracted 1 program update from this document → NKTR pipeline
- MDNAFMedicenna TherapeuticsReleaseMedicenna Announces Results of Annual General and Special Meeting of Shareholders
- LXEOLexeo TherapeuticsReleaseLexeo Therapeutics Announces Oral Presentation of LX2006 at the International Congress of Parkinson’s Disease and Movement Disorders 2026 (MDS)company site may be offline after the acquisition
- LEGNLegend BiotechReleaseLegend Biotech Launches Inaugural ELITE Grant Program to Advance the Next Generation of CAR-T Innovation in Multiple Myeloma
- LBRXLB PharmaceuticalsS-3ASRAutomatic shelf registration
- LBRXLB PharmaceuticalsPOS AMPost-effective amendment
- IXHLIncannex HealthcareReleaseStonegate Updates Coverage on Incannex Healthcare Inc. (IXHL) FY26BD extracted 1 program update from this document → IXHL pipeline
- IMUXImmunicS-8Employee plan registration
- HRMYHarmony BiosciencesReleaseHarmony Biosciences Announces Poster Presentation at the 17th European Narcolepsy Days
- HELPHelus PharmaReleaseHelus Pharma Announces Completion of Legal Name Change
- HELPHelus Pharma6-KForeign issuer report · EX-99.1
- GUTSFractyl Health8-KCurrent report: charter / bylaws / fiscal year→ BD updateThe 1-for-12 reverse split is confirmed and effective Friday after close — every 12 shares become 1, GUTS opens Monday at a split-adjusted price that, at today's $0.45 close, implies roughly $5.40 per new share, and the Tranche B warrants originally at $1.05 reset to ~$12.60, raising the bar the pivotal data must clear to trigger Fractyl's elegant non-dilutive financing path.
- GLUEMonte Rosa TherapeuticsReleaseMonte Rosa Therapeutics Announces Positive Results for MRT-8102 in GFORCE-1 Phase 1 Study Showing Normalization of Key Pathogenic Drivers of ASCVD in Subjects with Elevated CVD Risk→ BD updateSummary on the 8-K
- GLUEMonte Rosa Therapeutics8-KCurrent report: Reg FD disclosure, other events · EX-99.1→ BD updateGFORCE-1's full Phase 1 data just answered the exact question I said would define this thesis: calprotectin fell 56%, DAMPs normalized to healthy-volunteer levels, and the safety profile stayed pristine across n=108 — yet the stock is down 21% from September, setting up one of the cleaner risk/reward divergences in the portfolio.BD extracted 1 program update from this document → GLUE pipeline
- GANXGain TherapeuticsReleaseGain Therapeutics Presents Positive Phase 1b Open-Label Extension Data For Rexaceract Demonstrating Further Evidence of Disease-Modifying Activity Through 12 Months Administration→ BD updateSummary on the 8-KBD extracted 1 program update from this document → GANX pipeline
- GANXGain Therapeutics8-KCurrent report: other events→ BD updateThe 12-month Phase 1b extension data for rexaceract lands at the Korea Movement Disorders Congress: motor scores stable across all participants with no clinically meaningful progression, but the Phase 2 start has slipped a full two quarters to Q1 2027 — and the precision-medicine stratification story just got complicated.
- FHTXFoghorn TherapeuticsReleaseFoghorn Therapeutics Provides Update on FHD-909 and Strategic Priorities→ BD updateSummary on the 8-K
- FHTXFoghorn Therapeutics8-KCurrent report: exit / restructuring costs, Reg FD disclosure · EX-99.1→ BD updateFoghorn's lead asset FHD-909 failed to show sufficient efficacy in Phase 1, Lilly is walking away from the entire SMARCA2 collaboration, and Foghorn is cutting 40% of its workforce — the bull thesis is broken, and what's left is a restructured preclinical-stage company trading near cash value.BD extracted 2 program updates from this document → FHTX pipeline
- FBIOFortress Biotech8-KCurrent report: other events→ BD updateFortress just wiped its Oaktree debt to zero — $15M principal + fees paid in full on September 30, all liens released — while the stock sits 30% below where I wrote the last update, still trading at a fraction of parent cash.
- FATEFate TherapeuticsReleaseFate Therapeutics to Participate in Upcoming Fourth Quarter 2026 Conferencesvia aggregator
- EVMNEvommuneReleaseEvommune Presents Late-Breaking Phase 2a Proof-of-Concept Data Evaluating EVO301 in Atopic Dermatitis at European Academy of Dermatology and Venereology Congress→ BD updateSummary on the 8-K
- EVMNEvommune8-KCurrent report: Reg FD disclosure · EX-99.1→ BD updateThe full EVO301 Phase 2a dataset just landed at EADV: 55% EASI reduction vs. 22% placebo (p<0.01), responses still deepening 8 weeks after the last of only two doses, and a safety profile cleaner than any approved AD biologic — but the stock is down ~45% since the September AD miss and the Phase 2b is still a year away.BD extracted 1 program update from this document → EVMN pipeline
- CGEMCullinan TherapeuticsReleaseNew Drug Application Submission Initiated for Zipalertinib Plus Chemotherapy in First-Line EGFR Exon 20 Insertion Mutation NSCLC for Review Under FDA Real-Time Oncology Review ProgramBD extracted 1 program update from this document → CGEM pipeline
- CATXPerspective Therapeutics8-KCurrent report: other events · EX-99.1BD extracted 2 program updates from this document → CATX pipeline
- ARVNArvinasReleaseArvinas to Present Novel Biomarker Data from the Phase 1 Clinical Trial for ARV-102, a PROTAC LRRK2 Degrader, at the 2026 International Congress of Parkinson’s Disease and Movement Disorders®ARV-102's Phase 1 Parkinson's data lands at MDS as a late-breaking oral on October 7 — and it includes oculomotor biomarkers that haven't appeared in any prior Arvinas update, suggesting the dataset has grown since the August hold announcement.BD extracted 1 program update from this document → ARVN pipeline
- ARTVArtiva BiotherapeuticsReleaseArtiva Biotherapeutics Highlights Updated AlloNK® Data in Sjögren Disease Presented at the 17th International Symposium on Sjögren’s Disease (ISSjD 2026)BD extracted 1 program update from this document → ARTV pipeline
- ANIXAnixa BiosciencesReleaseOCT 01, 2026 8:45 AM EDT Anixa Biosciences Announces Treatment of Second Patient in the Fifth Cohort of its Ovarian Cancer CAR-T Clinical Trial↗ The second patient has been treated in the fifth cohortBD extracted 1 program update from this document → ANIX pipeline
- AKTSAktis OncologyReleaseAKTIS ONCOLOGY INITIATES SECOND PHASE 1B CLINICAL TRIAL FOR AKY-2519, A MINIPROTEIN RADIOCONJUGATE TARGETING B7-H3BActinium-2 is officially enrolling — the breadth trial I flagged as the H2 2026 execution milestone is now running, even as the stock has given back 22% of its post-ASCO gains.
- AGMBAgomab TherapeuticsReleaseAgomab Reports Positive Topline Data from STENOVA Open-Label Extension Study of Ontunisertib in Fibrostenosing Crohn’s Disease→ BD updateSummary on the 6-K
- AGMBAgomab Therapeutics6-KForeign issuer report · EX-99.1 EXHIBIT 99.1→ BD updateThe STENOVA open-label extension delivered what the prior thesis needed: 60-week safety with no cardiac or thrombotic signals, a 3% annualized FSCD event rate (vs. 23–35% historical), and MRE stricture stabilization — yet AGMB is down ~30% since the September update, raising the question of whether the market is reading something the data isn't saying.
- ACHVAchieve Life SciencesReleaseAchieve Life Sciences Appoints Benjamin Halladay as Chief Financial Officer
- ACHVAchieve Life Sciences8-KCurrent report: officer / director change