42 minuti letti

• Reports Biotech

Enliven Therapeutics ($ELVN): Deep Dive — ELVN-001, EHA 2026 e il Catalyst del 11 Giugno | Analisi CML

merlintrader@merlintrader.com 5 ore fa 12

Analisi approfondita di Enliven Therapeutics (Nasdaq: $ELVN): il candidato ELVN-001 per la leucemia mieloide cronica, i dati...

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35 minuti letti

• Reports Biotech

$ZBIO $VSTM $EDSA On the Move

merlintrader@merlintrader.com 1 giorno fa 22

Three biotechnology and healthcare names are standing out this morning for very different reasons. Zenas BioPharma (Nasdaq:...

Leggi tutto Leggi di più su $ZBIO $VSTM $EDSA On the Move

14 minuti letti

• Reports Biotech

Oculis Holding AG (Nasdaq: $OCS): DIAMOND Phase 3 miss resets the story toward Privosegtor and Licaminlimab

merlintrader@merlintrader.com 19 ore fa 1

After OCS-01 failed to meet the primary visual acuity endpoint in both DIAMOND Phase 3 trials for...

Leggi tutto Leggi di più su Oculis Holding AG (Nasdaq: $OCS): DIAMOND Phase 3 miss resets the story toward Privosegtor and Licaminlimab

25 minuti letti

• Reports Biotech

Fulcrum Therapeutics (Nasdaq: $FULC): Pociredir Discontinued, Strategic Review Begins After FDA Safety Concerns

merlintrader@merlintrader.com 19 ore fa 2

Fulcrum was previously framed on Merlintrader as a cleaner but harsher one-asset biotech setup: pociredir had shown...

Leggi tutto Leggi di più su Fulcrum Therapeutics (Nasdaq: $FULC): Pociredir Discontinued, Strategic Review Begins After FDA Safety Concerns

33 minuti letti

• Reports Biotech

Veru Inc. (Nasdaq: $VERU): Novo Nordisk Supply Agreement Puts Enobosarm Back on the Obesity Map

merlintrader@merlintrader.com 19 ore fa 0

A single-stock deep dive on the Phase 2b PLATEAU trial, Wegovy supply, enobosarm’s GLP-1 adjunct thesis, FDA...

Leggi tutto Leggi di più su Veru Inc. (Nasdaq: $VERU): Novo Nordisk Supply Agreement Puts Enobosarm Back on the Obesity Map

18 minuti letti

• Reports Biotech

June 2026 PDUFA Watchlist: Small and Mid-Cap Biotech Catalysts Beyond Big Pharma

merlintrader@merlintrader.com 4 giorni fa 0

A focused regulatory calendar screen for June, excluding major pharmaceutical companies and highlighting the smaller names where...

Leggi tutto Leggi di più su June 2026 PDUFA Watchlist: Small and Mid-Cap Biotech Catalysts Beyond Big Pharma

30 minuti letti

• Reports Biotech

Spero Therapeutics (Nasdaq: $SPRO): The Oral Carbapenem Bet Ahead of FDA Decision Day June 18

merlintrader@merlintrader.com 19 ore fa 0

A deep dive into tebipenem HBr, the GSK partnership, the PIVOT-PO data package, Spero’s financial position, and...

Leggi tutto Leggi di più su Spero Therapeutics (Nasdaq: $SPRO): The Oral Carbapenem Bet Ahead of FDA Decision Day June 18

35 minuti letti

• Reports Biotech

ASCO 2026 News Watch · June 2 Data

merlintrader@merlintrader.com 4 giorni fa 0

Cardiff Oncology, BeyondSpring and Lantern Pharma each used the final day of ASCO 2026 to push a...

Leggi tutto Leggi di più su ASCO 2026 News Watch · June 2 Data

31 minuti letti

• Reports Biotech

Apogee Therapeutics (Nasdaq: $APGE)

merlintrader@merlintrader.com 19 ore fa 0

Apogee Therapeutics (NASDAQ: APGE) is a clinical-stage biopharmaceutical company developing a pipeline of next-generation, extended half-life (HLE)...

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34 minuti letti

• AI

Marvell Technology (Nasdaq: $MRVL): Why the AI Infrastructure Trade Suddenly Has a New Star

merlintrader@merlintrader.com 19 ore fa 0

After Nvidia CEO Jensen Huang pushed Marvell into the center of the AI conversation, $MRVL has become...

Leggi tutto Leggi di più su Marvell Technology (Nasdaq: $MRVL): Why the AI Infrastructure Trade Suddenly Has a New Star

38 minuti letti

• Defence

Laser Photonics Corporation (Nasdaq: $LASE): Anti-Drone Laser Deep Dive After MEIA Vulcan Selection

merlintrader@merlintrader.com 19 ore fa 1

Nasdaq: $LASE Defense Technology Published June 3, 2026 Laser Photonics Corporation (Nasdaq: $LASE): Anti-Drone Laser Deep Dive...

Leggi tutto Leggi di più su Laser Photonics Corporation (Nasdaq: $LASE): Anti-Drone Laser Deep Dive After MEIA Vulcan Selection

40 minuti letti

• Reports Biotech

UroGen Pharma (Nasdaq: $URGN) & Teva Pharmaceutical (NYSE: $TEVA): The JELMYTO Settlement, the 2030 Generic Window and a Two-Company Biotech Story

merlintrader@merlintrader.com 19 ore fa 0

UroGen and Teva resolved the patent litigation around JELMYTO. The headline is legal, but the real investor...

Leggi tutto Leggi di più su UroGen Pharma (Nasdaq: $URGN) & Teva Pharmaceutical (NYSE: $TEVA): The JELMYTO Settlement, the 2030 Generic Window and a Two-Company Biotech Story

21 minuti letti

• Reports Biotech

Cingulate Inc. (Nasdaq: $CING): The CTx-1301 CRL, What Went Wrong And What Comes Next

merlintrader@merlintrader.com 19 ore fa 0

Cingulate’s ADHD catalyst did not resolve with approval. The FDA issued a Complete Response Letter for CTx-1301,...

Leggi tutto Leggi di più su Cingulate Inc. (Nasdaq: $CING): The CTx-1301 CRL, What Went Wrong And What Comes Next

39 minuti letti

• Reports Biotech

$PMI $QTTB $ICCM: Three Small-Cap Healthcare Stories Beyond the Tape

merlintrader@merlintrader.com 19 ore fa 0

Small-cap healthcare is not one market. It is several markets stacked on top of each other: commercial...

Leggi tutto Leggi di più su $PMI $QTTB $ICCM: Three Small-Cap Healthcare Stories Beyond the Tape

36 minuti letti

• Reports Biotech

Three Small-Cap Stories Worth Reading Beyond the Tape: Sunshine Biopharma, Jin Medical International and Cognition Therapeutics

merlintrader@merlintrader.com 19 ore fa 0

A compact but detailed Merlintrader deep dive on three very different small-cap stories: a revenue-generating pharma platform...

Leggi tutto Leggi di più su Three Small-Cap Stories Worth Reading Beyond the Tape: Sunshine Biopharma, Jin Medical International and Cognition Therapeutics

30 minuti letti

• Reports Biotech

ASCO 2026 Oncology Signals, Part Three: $TLX, $FLGT and $GLSI Show Three Different Ways to Read Mid-Stage and Late-Stage Cancer Data

merlintrader@merlintrader.com 19 ore fa 0

ASCO 2026 did not only deliver obvious late-stage winners or high-beta small-cap oncology stories. It also produced...

Leggi tutto Leggi di più su ASCO 2026 Oncology Signals, Part Three: $TLX, $FLGT and $GLSI Show Three Different Ways to Read Mid-Stage and Late-Stage Cancer Data

30 minuti letti

• Reports Biotech

ASCO 2026 Oncology Signals, Part Two: $IMTX, $ACTU and $BCTX Highlight Three Higher-Risk Cancer Stories Beyond the Headline Data

merlintrader@merlintrader.com 19 ore fa 0

ASCO 2026 did not only produce clean late-stage regulatory stories. It also produced a second layer of...

Leggi tutto Leggi di più su ASCO 2026 Oncology Signals, Part Two: $IMTX, $ACTU and $BCTX Highlight Three Higher-Risk Cancer Stories Beyond the Headline Data

32 minuti letti

• Reports Biotech

ASCO 2026 Oncology Signals: $IDYA, $IMRX and $NXTC Put Three Very Different Cancer Stories in Focus

merlintrader@merlintrader.com 19 ore fa 0

ASCO 2026 delivered exactly the kind of oncology tape that serious biotech investors look for: not one...

Leggi tutto Leggi di più su ASCO 2026 Oncology Signals: $IDYA, $IMRX and $NXTC Put Three Very Different Cancer Stories in Focus

38 minuti letti

• Reports Biotech

Exelixis (Nasdaq: $EXEL): Cabozantinib Cash Engine, ASCO 2026 NET Data and the Zanzalintinib Transition

merlintrader@merlintrader.com 19 ore fa 0

Exelixis is not a fragile pre-revenue biotech waiting for one binary trial to decide whether the company...

Leggi tutto Leggi di più su Exelixis (Nasdaq: $EXEL): Cabozantinib Cash Engine, ASCO 2026 NET Data and the Zanzalintinib Transition