Wall Street Wire
Trump’s new drone tariffs could reshape U.S. defense supply chains fast. As Washington pushes critical components and rare-earth magnets away from China, One company's existing magnet production and expansion plans could position it as a standout beneficiary | NASDAQ: EMAT
Wall Street Wire
Alpha Tau's TASE dual-listing lands on an exchange that returned ~52% in 2025, drew a ~5% stake from Bill Ackman, and channels passive index flows into new entrants — Palo Alto alone drew ~NIS 800M in ETF demand. At ~$1.2B, Alpha Tau clears TA-125 size on size alone.
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PolyPid’s D-PLEX₁₀₀ received FDA Priority Review, advancing its decision date to November 28, 2026 and triggering a $15 million milestone. The Azurity deal now provides $30 million near term, with further upside from milestones, royalties and manufacturing revenue.
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Novo’s oral Wegovy showed what happens when a needle-bound peptide becomes a pill. Entera Bio has been building the same type of breakthrough in osteoporosis - a vast, underserved market with no oral anabolic competition and a stock still valued like few are watching.
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Medicare’s skin-substitute reset has rattled wound care, but MediWound may sit on the right side of the shock. Its late-stage biologic, EscharEx, offers differentiated upside in a category suddenly hungry for safer, drug-like assets.
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Alpha Tau’s Tolmar partnership adds capital, commercial muscle, and fresh validation for Alpha DaRT. With prostate, pancreatic, skin-cancer, and glioblastoma catalysts advancing, the small-cap oncology story is gaining momentum.
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Peptides are everywhere - but Entera Bio is aiming beyond the hype: turning proven injectable therapies into oral tablets, with EB613 headed toward Phase 3 as a potential first-in-class bone-building pill for osteoporosis.
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QTREX, the new name in quantum, is building into the cryogenic bottleneck holding back the entire field | NASDAQ: QTEX*
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Nasus Pharma is betting it can reinvent emergency allergy treatment with a needle-free epinephrine nasal spray - and after strong Phase II data and a new $19 Zacks price target, Wall Street may be starting to pay attention | NYSE: NSRX*