Wall Street Wire
China’s dominance of rare earth magnets gives Beijing leverage over the global auto industry. With U.S. restrictions tightening, Evolution Metals (NASDAQ: EMAT) is scaling a non-China supply chain that could become increasingly critical to automakers and defense contractors.
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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.
Wall Street Wire
Duke's incoming CEO, Yiftach Kleinman, spent more than a decade at the maker of the Iron Dome and Trophy system, then scaled a loitering-munitions startup into a buyout. Now he is stepping in to lead a freshly Nasdaq-listed drone firm that is leaning harder into defense.
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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.
Wall Street Wire
The Trump administration is reportedly in talks to fund U.S. drone manufacturers through the Pentagon's Office of Strategic Capital - a vehicle set for an approximately 1,247% funding increase in fiscal 2027 - while Section 1709 of the FY25 NDAA reshapes the domestic drone supply chain through the
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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*