This dropped AH. Should climb some with this news. Their uploading is due at any point.

Currently sitting at .172

This is a major advancement for this company. Path to legitimization just started. If they continue this path, humanity will change.

$DVLT : 0.34

Shares Float : 530M

Short Float : 18%

Short Interest: 97M

RSI : 46

——

Catalysts in Play :

August-4 : First analyst and investor day: https://finviz.com/news/371080/datavault-ai-to-host-first-analyst-and-investor-day-on-august-4-2026

August -19: Q2 financial conference: https://www.businesswire.com/news/home/20260731860314/en/Datavault-AI-Schedules-Conference-Call-to-Discuss-Second-Quarter-2026-Financial-Results-on-Wednesday-August-19-2026

Q3 Strategic Goals : https://finviz.com/news/370044/datavault-ai-dvlt-announces-q3-2026-strategic-goals-and-operational-objectives

____

The Good

$800M Tokenization : $100M fees in 2026.

$200m Revenue Target for 2026

Pending NYIAX Acquisition

48,000 GPUs by end-2026

H2 2026 Go-Live.

___

The Bad

Massive Float for a Penny

Massive Losses

Dilution / Low cash

Questionable GPU estimates

Compliance issues, RS when?

___

$DVLT is a typical start up, shady behaving, penny stock company with big promises and fluff PRs. Diluting investors, promising big upside. 3 month chart is very telling. 

Currently sitting at 0.34 with a bigger float, heavily shorted. With random PRs it’s known runner, the objective here is to sell on the run up.

Do not invest here long term in hopes for $2 price targets, you will lose your money NFA. 
With all that being said Aug-4 catalyst can lead to gains. 

___
All the updates and my exits, adds will be posted below.

Updates:

Jul-30: Very solid 8K : https://www.sec.gov/ix?doc=/Archives/edgar/data/0001682149/000110465926088661/tm2621627d1_8k.htm

Jul-31: Q2 Financial Conference call (Aug-19): https://www.businesswire.com/news/home/20260731860314/en/Datavault-AI-Schedules-Conference-Call-to-Discuss-Second-Quarter-2026-Financial-Results-on-Wednesday-August-19-2026

Aug-14 : Cybercatch acquisition: https://finviz.com/news/382423/datavault-ai-will-acquire-cybercatch-in-an-all-cash-transaction

Aug-18 : 8k is out: https://www.sec.gov/ix?doc=/Archives/edgar/data/0001682149/000110465926098006/tm2623406d1_8k.htm

Settle up first, because I posted a list of these in early August and one of them did something I genuinely did not see coming.

CAPR I wrote it up at $4.20, right after the FDA advisory committee voted 9-3 against deramiocel and the stock had lost about 80% in three sessions. On Aug 24 the company said FDA extended the decision date to Nov 22 rather than ruling in August. They amended the BLA with another year of open label follow up from HOPE-3 and narrowed the ask down to upper limb function, which was the primary endpoint of the pivotal study in the first place. FDA classed it a major amendment, and a major amendment buys three months.

It's around $9.40 now. So I had the mechanism right and the probability wrong, and I want to be blunt that being wrong in the direction that pays is still being wrong. I sized it as a small speculative position because I thought it was going to zero-ish. It wasn't. There was also a guy in the comments last time who told me the AdCom made the August date hopeless and that I'd get people hurt. He was right about the AdCom and wrong about what FDA would do with it, which is roughly where I landed too, just from the other side.

Anyway. Same screen, run again this weekend. 221 biotechs under $10 with a dated catalyst ahead, 425 catalysts total, 102 of them inside 90 days. What's different from August is how bunched up they are. There's a wall between Sep 24 and Nov 22, and a big chunk of the oncology stuff lands in a single week because ESMO is Oct 23 to 27 in Madrid.

CAPR $9.40, PDUFA Nov 22

Still the one I'm watching hardest, for completely different reasons than in August.

$544M cap against about $238M cash, 22 months of runway. No gun to their head this time. 43% of the float short on the Aug 14 settlement, 200k+ contracts of open interest which is the deepest chain on this board, December expiry pricing about ±100%.

But days to cover is 1.6. That short is not trapped, volume since August has been enormous. Don't build a squeeze thesis on it. Bear case, and I'd rather say it than have someone say it to me. The AdCom still voted against this drug. A narrowed indication isn't a new trial, it's the same data asking a smaller question, and FDA can still say no. There's an open class action too, Sep 28 lead plaintiff deadline. Analysts are split, one went to Hold on the extension, another to Outperform with a $54 target. Nobody knows.

VNDA $5.43, PDUFA Dec 12

Imsidolimab, IL-36R antibody, generalized pustular psoriasis. BLA accepted in February. GEMINI put 53% at skin clearance by week 4 against 13% on placebo, off a single IV dose, published in NEJM Evidence. $328M cap, about $170M liquidity, 15 months. 14% short, ±44%. Third approval in twelve months if it lands.

Why it's still cheap, Vanda picks fights with the FDA in public and the market stopped paying for their pipeline years ago. That's sentiment, not data.

ANNX $4.87, topline "2H 2026" so any week now

Biggest binary here, and the window instead of a date is the annoying part.

ARCHER II, Phase 3 vonaprument (used to be ANX007) in geographic atrophy. 630+ patients, 2:1 against sham. The endpoint is the thing: preventing a 15 letter loss, three lines on the chart. Both approved GA drugs slow lesion growth. Neither has shown it protects vision. This would be the first.

21% short, 11 funds adding three quarters straight, two insiders bought on the open market, ±96% implied. The market saying out loud that it has no idea.

12.5 months of runway is the catch. Fine if the data lands. Ugly if it slips.

ESMO conf. Oct 23 to 27, Madrid

Three of these headline in the same week.

CATX at $3.13 is my favourite of the three. Bamzireotide navoxetan, alpha emitter in neuroendocrine tumours, updated Phase 1/2a on the 23rd. 76 patients dosed through July. $237M cash against a $357M cap, 33 months, funded through the Phase 3 they're starting around year end. 24% short with 18 days to cover, which is a slow short, unlike CAPR's.

ZNTL at $3.99, rapid oral on DENALI overall survival, azenosertib in platinum resistant ovarian. ORR around 35% in the Cyclin E1 positives. ±75%. I had it at $4.84 in August so it's down 18% and I still hold it.

CMPX at $2.38, oral proffered paper on the full COMPANION-002. Read this one before you get excited. Primary met on response rate, 17.1 vs 5.3. PFS strong, 4.7 vs 2.6 months, HR 0.44. Overall survival 8.9 vs 9.4, HR 1.05, p of 0.78. Flat. Company says 31 control patients crossed over, which is a real confound and also exactly what every company says when OS misses. ESMO is where people who do this for a living get to poke at it in public.

KPTI $1.79, the one that hasn't worked

Had it at $2.04. Down 12%, still below its own bank account, $41M cap against about $65M liquidity.

Priority review and accelerated approval requested, and FDA has 60 days just to accept the filing, so the news is Q4. Short interest is 54% of the float now. Was 35%.

7 months of runway. Right on the drug and diluted before you get paid is very much live here.

One small one

BFRI at $1.61 has a real PDUFA on Sep 28, Ameluz PDT in superficial basal cell, expanding a drug already approved in actinic keratosis. Pivotal cleared 65.5% against 4.8%. High probability on paper. Also a $21M company with about $5M of liquidity and no chain worth the name, so there's no comfortable way to size it. Completeness, not a pick.

I may avoid or buy few...

Under 3 months of cash and I don't care how good the catalyst is.

OSTX, BLA on Sep 30 and basically no runway. MAIA, Phase 3, same. AGEN at $8.24 shows about a month. ANVS has Phase 3 buntanetap and roughly two. ALZN and PCSA both show zero.

PCSA stings, because five insiders bought on the open market and all five were officers. Strongest insider signal on the board. Still won't touch it. A financing at these levels takes more than the conviction gives back.

Numbers I threw out

SGMO printed ±608%. It's a ten cent stock, the nearest strike is a huge fraction of the share price, so that's strike spacing, not a forecast. IGC at ±175% is the same thing at thirty cents.

OKUR showed ±8% on fourteen contracts of total open interest. Fourteen. Not a market.

EPRX is still printing 110% of float short, which is not a possible number. Was 103% in August. That field is broken and I've stopped using it.

And then CCCC, which is probably the best example of why expiry selection matters. Short interest is around 38%, and if you look at the January options, they suggest roughly a ±61% move, which looks pretty exciting at first. But the October options, which are the ones that actually cover the September catalyst, are pricing only around ±25%. Same company, same day, but almost a 2.5x difference depending on which expiry you use. If you just grab the January number, you can easily convince yourself the market is expecting some huge September move when the options actually covering the event are telling you something very different. I do have these few in my other broker account from last year avg.

Been going through the sub $10 FDA calendar this week and something jumped out that I don't think I've seen this badly since 2022. There are 257 biotechs under $10 with a dated catalyst ahead, 624 catalysts total, 50 of them inside 90 days. Ten of those companies are now trading below the cash sitting on their balance sheet. Not cheap on a DCF, not cheap on some pipeline model. The market is paying less than the bank account, and there's a dated event on the calendar.

That usually means one of two things. Either the market thinks the cash is going to get burned on something worthless, or people just stopped looking. Worth sorting out which.

KPTI (Karyopharm), around $2

This is the one I keep coming back to. Roughly $46M market cap against about $91M in cash and marketable securities. Selinexor is already approved and selling, it's an XPO1 inhibitor, and the sNDA in front of the FDA is for combining it with ruxolitinib in myelofibrosis. Aug 31. That combo matters because ruxolitinib alone leaves a lot on the table in that population and the combination data was the whole reason this had a bid a year ago.

Now the reason it's this cheap, the stock is down about 80% in a month. Whatever the market decided in July, it decided hard. And the balance sheet is genuinely tight, roughly 9 months of runway, so a raise is a real possibility and probably a bad one at this price.

But here's the part that made me actually sit up. 35% of the float is short with something like 17 days to cover. And 7 specialist funds have added shares three quarters in a row, which is not what you'd expect if the smart money agreed with the tape. Somebody is wrong here and I genuinely don't know who.

I'd size this small. It's a real shot on goal but the runway means you can be right on the drug and still get diluted before you get paid.

CAPR (Capricor), $4.20

What actually happened, the FDA released its briefing materials on Jul 27 and the stock fell 64% that session. The advisory committee met Jul 29 and went against the drug. Another 36% came off on Jul 30. And this is the second attempt, they took a CRL on Deramiocel last August.

This is now a distressed optionality trade rather than a clean FDA setup, roughly $230M market cap is below its last reported gross cash of $279M, but approximately equal to March net cash after liabilities, with another quarter of spending since then.

The 9-3 negative AdCom makes another CRL the probable outcome, but the collapse appears to be assigning very little value to deramiocel, Capricor’s manufacturing infrastructure or its earlier-stage exosome platform.

I still see it as a small speculative buy because the company says it has cash into Q4 2027, and any unexpected approval or regulatory route avoiding a completely new pivotal trial could produce a violent rerating, but this is absolutely not a low-risk below-cash trade.

ALT (Altimmune), $3.08

Different reason. Pemvidutide is a GLP-1/glucagon dual agonist and they're running it in alcohol use disorder, which is a genuinely interesting place to point that mechanism. Everyone's crowded into obesity and MASH. Almost nobody is running these in addiction.

What makes this one comfortable is the balance sheet. $332M in liquidity and something like 45 months of runway, so there's no gun to their head. And 46% of the float is short, which is the highest on the board, with three insiders buying on the open market.

Short interest that heavy against a company that doesn't need money is a different animal than short interest against a company that does.

CMPX (Compass), $1.95

Tovecimig is a DLL4 x VEGF-A bispecific in biliary tract cancer, second line, data Oct 24. 41% of the float is short with about 16 days to cover, 11 funds hold it, and two officers bought on the open market. Not directors, actual officers. Roughly 31 months of runway.

Also worth a look: ZURA at $5.79 (tibulizumab in hidradenitis, topline this quarter, 8 funds added 72% last quarter, an insider bought, 33 months of cash), ZNTL at $4.84 (azenosertib, WEE1 inhibitor in platinum resistant ovarian, Oct 23, options pricing ±106%), and IVVD at $0.59 which is the third below-cash name but I like it less because funds trimmed 35% and insiders have been selling.

One thing before anyone misreads this

Implied move tells you how big the swing is going to be, not which way. Every name here can gap either direction. I'm posting these because they're set up to move violently, not because I think they all go up.

Stuff that looked great and wasn't

TLSA screened at a ±200% implied move and MNOV at ±104%. MNOV's entire options chain has 62 contracts of open interest. That's not a signal, that's two people. EPRX as well. If an implied move looks incredible on a chain nobody trades, it's the chain. Low runway names absolutely move more. They also move the wrong way more, and you don't get to pick.

Same lens as always. Market cap first, then cash against burn, then options IV, then whether the biotech funds are adding or trimming, then insiders, and then a dated catalyst you can actually sit and wait for.

Not advice, obviously. Size for being wrong. And I do own a few of them. fyi three weeks ago, I added AUTL to my long-term commercial biotech names.

FDA considering NDA after two 6 months of Phase 3 for Alzheimer Disease? This is huge, so huge you can't even find anything similar to this magnitude in previous neurodegenerative disease treatment.

Normally, even super big pharmas like Eli Illy and Eisai/Biogen will have to go through 3-4 years of Phase 3 for the AD and those medicines they developed are full of side effects, expensive, and inconvenient. The recent phase 3 from Biogen that were presented last month during AAIC took 4 years!!

CGTX's CT1812 is just a daily pill without serious side effects, you just take it like aspirin and AD progress gets slowed by up to 95% for those with low p-tau217 (early stage). With ever increasing life expectancy, this is a game changer for improving the quality of life for millions of people and their families.

This is huge. Really huge.

And it's not done yet.

DLB BTD decision to come in few weeks. DLB (Dementia with Lewy Bodies) do not have approved drugs,
CGTX's CT1812 has shown remarkable efficacy and BTD approval in coming. And looking at the outcome of FDA's minute on AD, BTD approval probability has shifted its weight heavily on the positive side.

Big pharmas will start deeper discussions for buyout or partnership. CEO Lisa has specifically mentioned during the inverview that CGTX is actively having discussions and looking for right deals. CGTX has upper hand, the management will never sell it cheap. Also, IR has comfirmed that CGTX is looking for the quality in partnership, not the quantity. (Same IR who confirmed last month that reverse split is out of option despite Nasdaq delisting risk - this was already a big give away-, and dilution is also out of option in very near future with the current cash runout status).

You have to understand there is less than one handful of approved Alzheimer Treatment, and many big pharmas are missing proven AD treatment from their product line-up. What FDA has discussed with CGTX is beyond FAST TRACK, it's an unprecedented approach with neurodegenerative treatment where they usually take extra steps and much longer trials.

It is not unrealistic to expect 2000%+ in long term.

Company buying CGTX will get 1+1 for best-in-class drug candidates.

Minimum AD related buyout for unproven tech was $800M, some buyout was 1.5B for preclinical stage.

Huge potential still, this is only the beginning.

Do you own research, not a financial advise

Phase 3 success is not guaranteed.

BTD approval is not guaranteed.

Partnership/Buyout is speculation. Based on the fact big funding is required for three upcoming Phase 3 (DLB x 1, AD x 2), there is no way to fund them on ATM or dilution only.

The amazing happened, for the first time in history the Alpha Tau company [DRTS] successfully treated a GBM patient!

This news should bring great hope to hundreds of thousands of annual patients and their families, as this cancer has a tiny survival rate, with diagnosis usually meaning just a few months of life left

The most common and aggressive brain cancer never had an answer, with companies ambitious enough to try and treat it being valued in the billions during the process that ultimately failed

And here comes DRTS, with a revolutionary treatment that has already proven itself in other cancers (it’s the same exact treatment for all solid tumors, including success in Pancreatic cancer, lungs, breast, prostate and so many more), they got specifically for GBM the FDA’s Breakthrough Device Designation, and specifically for GBM they got accepted into the FDA’s prestigious Total Product Life Cycle Advisory Program, got an IDE to initiate the trial and try do the impossible - which today they announced they successfully did!

I can’t think of better news than this, and from a stock standpoint, this company has a ~350M market cap, it could just as easily with a bit more exposure be worth billions

I’ve wrote about it here before, I truly believe there’s no better risk/reward play in the market, this could go to 10$ and could also 10x and I wouldn’t be surprised, with more catalysts coming in soon including the expected PMDA approval in Japan

Congrats to all current and future investors along with the many patients and families world wide

Hello everyone!

EON Resources has quitely stacked one catalyst after another in the past few months. Acquisitions, debt elimination, insider buys, a farm out deal, and now earnings are just around the corner (November 21st). Having a market cap of just $18M and trading around only $0.50, this company has a huge upside potential of reaching over $0.80-$1.00 before earnings and after earnings spike up even to over $1.70-$2.00 easily.

TIMELINE:

June 2025: South Justis Acquisition (Lea County, New Mexico)

EONR acquired ~5,360 acres and 208 wells (producing + injection) with no cash and no new debt. Their plan: reactivate 10-20 idle wells and boost production from 108 BOPD (barrels of oil per day) to over 400 BOPD (almost 4 times more production growth) before the year ends. This is happening now.

August 2025: $52.8 Million VPP Funding Closed

They secured a Volumetric Production Payment (VPP) with Enstream Energy. They retired $40M of debt (almost all senior debt), paid seller obligations, and funded new well workovers.

They have effectively cleaned up the balance sheet while preserving equity.

This is not a funding through dilution or new shares issue like broke companies do.

A VPP is a non dilutive financing structure commonly used in the oil and gas industry. It's essentially a loan or financing deal backed by future production. The company (EONR) sells the right to a portion of future oil and gas production to an investor (in this case Enstream) and in exchange, they receive cash upfront, which is used to pay down debt and fund new drilling. The investor is repaid in kind (barrels of oil or revenue) over time, based on production.

For example, they could agree to sell a VPP on 100,000 barrels to a partner for, let's say $10 million. That partner will receive the revenue from those 100,000 barrels over time until they are paid backed with an agreed return.

After that, all production reverts fully to EONR.

So, instead of borrowing money or issuing new shares, EONR monetizes part of its future production today. We all know money today is worth more than tomorrow, and they used it to eliminate debt and fund new drilling, so do the math. The result is more production and a cleaner balance sheet with NO debt.

September 2025: Farmout Agreement with Virtus Energy Partners

Virtus Energy takes a 65% working interest and operatorship in San Andres formation, EONR retains 35% non-op (basically, they receive a 35% of the revenue without any operation costs).

There are up to 90 horizontal wells planned (~$4M each). The target, a gross output of over 20,000 BOPD (~7,000 BOPD net to EONR)

September-October 2025: Heavy Insider Buying

Management and directors bought over 1,07 million shares in Q3, including 411k in a single week. CFO Mitchell Trotter, CEO Dante Caravaggio and Director Salvucci all packed up a lot of shares. Insiders now own a meaningful part of the float. Management is really important in this industry.

October 2025: Updated Investor Deck Released

Detailed funding/farm out deck confirmed ~45.5M closed and clarified the roadmap for Q4 2025. This shows focus on production growth, cash flow expansion and non dilutive financing tools.

Production optimization program: field reports mention ongoing pump upgrades and surface facility repairs in Lea County, expected to improve near-term production efficiency and reduce downtime. Management activity still going, insider accumulation continued through the first half of October, signaling confidence ahead of the earnings release.

November 2025: Earnings and Operational Update (this is key)

We are expecting very important data, and this can be really huge:

• Current BOPD and progress at South Justis

• Positive cash flow impact from the VPP

• Capex allocation for 2026

• Feedback from Virtus farm out

If they all meet the targets, this will trigger an instant spike at the price

So, key things to consider are: this has a tight catalyst chain, no dilution, balance sheet (no debt and cash coming in), insiders buying heavily, low float and undervalued assets. If on top of that, you add the low market cap this has, it has huge potential to grow really big and fast.

As mentioned before, I'm expecting the price to reach $0.80-$1.00 before earnings and after to spike even up to over $1.70-$2.00.

Let me know what you think about this, leave any question you want

LiDAR company competing against OUST and AEVA.

1:15 RS takes effect tomorrow, moving this from 344m outstanding shares down to 23.3m starting tomorrow morning.

Fresh as it gets!

They purchased LAZR Luminar assets earlier this year and have acquired lots of their pipeline.

Already converted Caterpillar to a new development agreement.

Working with an autonomous trucking company (unnamed) but attending IAA next month with indoor/outdoor exhibition spaces and will have two sessions during the conference.

100+ prospects and $500m line-of-sight SAM revenue potential sitting in their active pipeline.

Their new Movia S LiDAR sensor will be available in October. Lots of interest from the military defense sector. Think OverrlandAI, Forterra and Anduril.

Also recently announced they shipped Movia S samples with backlog to a Hyperscaler/AI player. My guess is Amazon.

If you want a source for DD 👉 MVIS2_0

Full disclosure: I own 1m shares (soon to be 66k) at cost basis of .35/share.

Five weeks back, I posted a basket of small/mid-cap biotech catalyst setups. Enough has happened that I owe a scorecard, and I'm including the one that hasn't worked so this isn't just a highlight reel. Disclosure up front, I'm long several of these, and none of this is advice, do your own work.

VRDN (Viridian), the highest-conviction name. FDA approved veligrotug on June 26, launched as Lumvoa, the first drug cleared for both active and chronic thyroid eye disease. The thesis (clean Phase 3s, funded through profitability) played out. Stock ~+13%; a lot of the approval was already derisked into it.

REPL (Replimune), the "broken-regulatory, data-is-strong" reversal. FDA accepted the RP1 BLA resubmission (advanced melanoma) on June 26; AdCom expected late July, PDUFA Aug 2. Roughly doubled from the flag (closer to 3x if you rode it from the ~$3 lows earlier).

OTLK (Outlook), won its Lytenava appeal via formal dispute resolution in late May, then the FDA accepted the resubmitted BLA in June. More than doubled. One caveat, they did a small registered-direct raise in there, so there's dilution, size accordingly.

PALI (Palisade Bio), FDA cleared the IND for PALI-2108 and a global Phase 2 in ulcerative colitis (June 29). Still early and they'll need capital, but the asymmetry is starting to show.

OSUR (OraSure), first of two expected FDA clearances landed (expanded STI testing, June 11). +25%, and cash still covers most of the market cap.

AKBA (Akebia), the one that hasn't hit. No catalyst yet and it's the riskiest of the group (I flagged it as a start-small ~0.5% position). Thesis intact, but I'm not going to pretend it worked when it's roughly flat.

Same lens as always: market-cap first, cash vs burn, options IVs, Bio hedge funds increase or decrease, insiders buy/sell, and a dated catalyst you can actually wait for.

And yeah, not at all financial advice. I hold positions in several of these. Your entries and sizing should be your own.

A lot of biotech is sitting in the sweet spot right now. I did really well riding REPL from around $3, and OTLK's been good to me from $0.8. The one I'd add to that list is AKBA around $1.04. It's smaller and a lot riskier, but the setup is genuinely asymmetric. I'd start small, maybe 0.5% NAV, and scale toward 1.5% as it plays out.

Same lens I always use, market cap first. You're basically buying ~$230M of revenue for a ~$280M cap, with $162M of cash sitting against it, so more than half the market cap is just money in the bank. The ~$197M debt looks scary on paper but it overstates the real picture. The only hard fixed piece is a ~$52M term loan. The rest is revenue-linked royalty paper that self-amortizes off sales.

VRDN is the cleanest setup of the bunch. PDUFA for veligrotug in thyroid eye disease is June 30, so roughly 5 weeks out. Both Phase 3s (THRIVE and THRIVE-2) hit their primary and every secondary, including the first ever Phase 3 showing of diplopia resolution in chronic TED. They've got $762M cash on the balance sheet, and management says that funds them through profitability if both lead assets get approved. There's pipeline depth too: elegrobart (the sub-Q autoinjector) just printed positive Phase 3 data on REVEAL-1 and REVEAL-2, with the BLA targeted for Q1 '27. Field force is hired, supply chain's ready. Main risks are Tepezza being entrenched and some of this already being derisked into the price, but as small-cap biotech setups go, this is about as clean as it gets.

PALI is the one with real asymmetry. The Phase 1b PALI-2108 data in fibrostenotic Crohn's came in positive in March, and the sell-side coverage is unusually thick for something this early (Piper Sandler, Wolfe, Stifel, HC Wainwright all at Buy). Consensus PT is $18.50 against a $2 stock. But it's still pre Phase 2 efficacy and they'll need to raise capital. Real shot on goal, just size the position accordingly.

DFLI

Dragonfly Energy Holdings Corp. (NASDAQ: DFLI) is a leading North American manufacturer specializing in deep-cycle lithium-ion batteries. The company focuses on providing sustainable energy storage solutions across various sectors, including recreational vehicles (RVs), marine vessels, off-grid residences, and industrial applications. Through its flagship brand, Battle Born Batteries®, Dragonfly Energy has established itself as a trusted provider of high-quality lithium iron phosphate (LiFePO₄) batteries.Partnership with Airstream and Awaken RV.

DFLI (Dragonfly Energy) entered a multi million strategic licensing and manufacturing agreement with Stryten Energy targeting military and other sectors for its Battle Born Batteries® brand.

1. Innovative battery technology & IP portfolio • DFLI holds over 55 issued patents in battery chemistry, cell manufacturing, pack design, system components, and networking.  • It was granted a U.S. patent for a nonflammable LiFePO₄ (lithium iron phosphate) battery and for a solvent-free electrode manufacturing approach.  • Their “dry electrode” manufacturing process (which eliminates toxic solvents and large drying ovens) is promoted as more sustainable, scalable, and cost‑efficient. 

2. Recognition / awards / local support • In 2025, DFLI was named “Battery Technology Company of the Year” at the CleanTech Breakthrough Awards (selected from thousands of nominations across different countries) for its innovations.  • In 2024, it was awarded “Business of the Year” (Spirit of Nevada) at the Nevada Business Awards, recognizing its contributions to the state.  • It published an ESG (Environmental, Social, Governance) report in 2024, showcasing reductions in energy usage, elimination of toxic solvents, and diversity commitments. 

3. Partnerships & market traction in niche applications • DFLI has OEM (original equipment manufacturer) relationships (e.g. in RVs) and is working to expand into more industrial, fleet, and energy storage markets.  • They report certification of their energy storage products for oil & gas operations in North America.  • The company is “American‑based / U.S. production” oriented, which may help with grants, subsidies, and domestic supply chain advantages. 

Catalysts:

1. The Battery Show North America (Oct 6–9, 2025, Detroit, MI) • Dragonfly will participate in this major battery/EV/energy-storage event. • Expect product showcases, , contracts,demos, innovations,announcements, OEM design wins and major partnership announcements. 2.Marine / Boating Show (Annapolis Sailboat Show, Oct 9, 2025) • Dragonfly also lists participation at the Annapolis sailboat show. to show battery systems for marine / off-grid / auxiliary power.
2. ⁠Trucking / Commercial Mobility Conference (ATA MCE, Oct 25, 2025) • Dragonfly appears in the “Trucking” category at ATA Management Conference & Exhibition in late October. This is relevant because they are pushing into heavier duty or electrification of commercial fleets. Given Dragonfly’s strategy of expanding OEM and licensing channels (e.g. with Stryten, Airstream, Ember), any announcement of new design wins or license deals in October would be a solid catalyst. • The company already recently expanded its OEM collaboration with Ember (September). • October is a good time to piggyback new deals onto industry events (like The Battery Show) and announcing solid partnerships. The global battery market is projected to exceed $400B+ by 2035.

a late-stage pharmaceutical company developing therapies that seek to address unmet medical needs in the areas of central nervous system (CNS), inflammatory and cardiometabolic diseases, today announced that Laxminarayan Bhat, PhD, Founder, President, and CEO of Reviva will participate in a fireside chat and key opinion leader (KOL) webinar hosted by A.G.P./Alliance Global Partners on October 10, 2025 at 11:00 AM ET.

https://finance.yahoo.com/news/reviva-participate-key-opinion-leader-200800315.html

And Reviva is participating in the 4th Annual Roth Healthcare Opportunities Conference on the 9th. back to to back days catalysts!!!

https://finance.yahoo.com/news/reviva-participate-4th-annual-roth-120000276.html

complete transparency i am in for 1400shars are .37 avg and holding now atleast until the 10th

Do your own DD only info i am sharing not financial advice!

Dragonfly Energy announced a USPTO Notice of Allowance dated October 15, 2025 for a patent strengthening its Dragonfly IntelLigence® battery communication technology.

The allowed patent covers multiple battery systems and wireless devices that share operating data and propagate error or warning codes across a connected mesh network, including propagation when a battery system is powered down. The networked layer is described as improving system awareness, reliability, and coordination, and is linked to the company’s Battle Born HUB product and its broader U.S. IP portfolio and manufacturing commitment.

CGTX has been mentioned here several times already including my previous two posts, and there are people who decided to get into the stock after reading my posts or other fellow CGTX believers' post. I would like to congratulate them first. CGTX has finally started to get into the right direction after a long period of undervaluation and doubts.

There are several reasons for the strength in the stock price momentum and I truly believe this is only the beginning, and I would like to explain why. And with whatever information I give you, please do a due diligence of doing your own research and cross checking for the validation of the facts.

There have been several posts explaining the pipeline, results etc... so I'll just focus on explaining why it's going up and will likely to continue to go up in long term.

1) CGTX is still severely undervalued
Compare the current market cap with any clinical stage bio firm who entered phase 3 and are aiming to develop a treatment for "major" diseases, you will realise CGTX is still heavily discounted. Furthermore, CGTX's phase 3 design for AD is two 6 months trials, which is an extraordinarily short period in this sector.

Yes, even with a shortened trial period, it will not happen immediately as some may think. If CGTX (with a potential partner) start recruiting 2026 Q2 - expect 6~12 months of recruiting time and trial will end around end of 2027, and with data processing add another half a year or so. Expect a minimum of 3 years from now. HOWEVER, in normal circumstances, with a typical trial period of 18-24 months, this would take a minimum 4.5 years. This is a huge advantage for potential buyers.

Furthermore, CGTX has another heavy weight pipeline, which is DLB treatment. We are all waiting for BTD decision, but BTD or not, it doesn't affect the company in the long term. Even if BTD is denied for whatever reason (efficacy not being primary endpoint from SHIMMER design, or lack of participants, etc...) CGTX can opt for Fast Track instead, and the process of preparing for DLB phase 3 will progress as planned. BTD or not, amazing results of SHIMMER don't change.

Another great asset is phase 2 trial MAGNIFY, which has shown a great result and potential showing similar or better efficacy than approved drugs for dry AMD, another ageing related disease. Interim data has been released already, and the results are super promising. Daily pill showing equal or better results than approved drugs, which all require direct injection into your eyes. If I were a patient, I would choose daily pill over monthly eye injection for sure.

What does this all mean?
You have to understand the great potential of Zervimesine (CT1812) and understand how it works.
You can do your own research for medical and technical terms, I will just try to explain it in simple words.

In diseases like Alzheimer’s, Lewy body dementia, or even eye disease (dry AMD), tiny toxic protein fragments (amyloid) float around and stick to nerve cells. When they stick, they damage the cells and block their signals, which leads to memory loss or vision problems.

CT1812 chemical reaches these cells through blood and attaches to sigma-recepter, which is a doorway to the toxic fragments, and CT1812 chemical will loosen the toxic protein waste and remove them and stop new toxic fragments forming on the nerve cells.

As the results of is its mechanism, the connection between cells (synapse) are protected, and in some cases, they will re-establish connection. This mechanism is likely to be slowing down dementia, AD, and even on eye disease caused by toxic protein build-up via sigma-receptors.

Currently, the main focus is on Alzheimer and Dementia with Lewy Bodies due to financial limits, but you can imagine potential expansion of the research. One pill is already working for restricting the progress of AD, DLB, and dry-AMD. Endless possibilities.

CGTX made a strategical decision to terminate MAGNIFY (dry AMD) phase 2 in the middle for the fund reasons, and focused on AD and DLB as they were both supported by generous amount of government grant totalling $171M, which is already something that is unheard of in this sector. We can get a sense how the potential of CT1812 is received by NIA/NIH.

Combining the promising results and favourable feedbacks from the FDA, CGTX will be very attractive for big pharmas to consider establishing a partnership.

2) Series of upcoming catalysts and background to a groundbreaking AD Phase 3.
The company is under a risk of delisting due to NASDAQ compliance issues and will need to stay over $1 for three more days. Which is very likely to be met considering the current circumstances.

A) No more delisting risk --> institution + investor flow
Once delisting risk has been lifted, there are only catalysts that are on the horizon. Once the delisting risk is gone, institutional funds will flow in, and more confidence from retail investors as well.

B) Possible approval of BTD
Expected in 1~3 weeks : even if denied, not catastrophe and the company doesn't have to announce denial immediately, CGTX will probably apply for Fast Track and announce later by saying despite denial of BTD, Fast Track has been applied, or report it during the next ER. If approved, it will help to boost stock price and investor confidence for the short term.

C) DLB Phase 3 preparation
FDA EOP2 meeting arrangement and Phase 3 alignment will be another catalyst paving a path for NDA.

D) Possible interim report of START.
START is an AD treatment phase 2 clinical trial which is designed to meet phase 3 standard. 18 months study with 540 patients, across multiple sites through ACTC (Alzheimer Clinical Trial Consortium - NIA/NIH), randomised, placebo, biomarker, etc.... you name it, it's almost phase 2/3.

START has begun on July 2023 and is already more than halfway through and is expected to end by April 2027. CGTX should have plenty of data by now, and I believe this has played a critical role for FDA agreeing with two short 6 months phase 3 design for AD. CGTX already has FAST TRACK for AD treatment, and START trials have been conducted through all the renowned AD hospitals and most renowned doctors across the US. And ACTC is supported by NIA/NIH. With Fast Track, CGTX would be in close communication with FDA with the progress, and the results would be well known among experts in the field already. It's relatively a close knit community. I strongly believe the results from START have supported FDA making a decision to align with CGTX's phase 3 plan.

If the results are good, CGTX will likely to announce interim report in any given months from now on, and if positive, we will be able to figure out the direction of the Phase 3 outcome.

E) Partnership Decisions.
When you read the PR and watch the interview with Lisa, CEO of CGTX, we can understand that there are already several potential partners with advanced discussions. Considering all the strong results and FDA's alignment with further development of CT1812, CGTX would have a strong leverage in the deal.

F) Start of Phase 3
Once the partner is decided, phase 3 preparation will speed up. With the recruitment and first patient, another momentum will kick in.

G) Road to new drugs + buy out
This is long-term play, 3 years + once drugs are approved, a huge buyout deal can be expected.

3) Some risks
Funding issue; we all know CGTX lacks cash. CGTX seems to have tapped the ATM balance in July. On ER, outstanding stock was 65M or so, and now it is 73M; no need for SEC filing for using the existing limit. I believe this has helped CGTX to secure enough cash runway into 2026 Q2. Hopefully, a partnership is found soon.

However, various types of funding options are a healthy cycle as long as the valuation of the company moves up through delivering results, that's a whole purpose of going public on the stock market, and win-win for the company and the investors.

Phase 3 failures - this is a common risk for every clinical trial stage biotech. However, CGTX has multiple potential treatments and will mitigate risk by diversifying portfolio.

--Conclusion--

I am holding my stocks until the true valuation of the company is recognized and considering pros and cons, upward potential is 100x stronger than downward risk, at least until the outcome of phase 3.

Big partnership deal is looming. It will be stupid to sell before that.

Current price is still a bargain before delisting risk is lifted.

I strongly believe you will regret not grabbing this opportunity before it lifts off

This has a potential for a long rally with very little imminent risks.

$MIST: The FDA's Prescription Drug User Fee Act (PDUFA) review goal date for Milestone Pharmaceuticals' (MIST) CARDAMYST (etripamil) nasal spray for Paroxysmal Supraventricular Tachycardia (PSVT) is March 27, 2025. Milestone is preparing for a mid-2025 commercial launch, pending FDA approval.

Here's a more detailed breakdown:

Drug and Condition: Milestone Pharmaceuticals is seeking FDA approval for CARDAMYST (etripamil) nasal spray to treat Paroxysmal Supraventricular Tachycardia (PSVT).

PDUFA Date: The FDA has set a PDUFA review goal date of March 27, 2025, for the New Drug Application (NDA) for CARDAMYST.

Commercial Launch: Milestone plans to launch CARDAMYST in mid-2025, assuming FDA approval.

Company Strategy: Milestone is actively preparing for the commercial launch, including strengthening its commercial capabilities and hosting investor events to discuss the strategy.

Further Developments: Milestone is also on track to initiate a Phase 3 trial for etripamil in patients with AFib-RVR in 2025.

Analytics, based on 3 Wall Street analysts offering 12-month price targets for MIST in the last 3 months, the stock has an average price target of $13.00, which is nearly 547% upside from current levels.

Smallcapvoice interviews American Fusion CEO Brent Nelson.

Tl;dw?

-fusion testing starts next week at Texas Tech university, hoping that independent scientists release their findings as they happen.

-if successful, they will be the first public fusion company on the planet.

-power proposals are already put out.

-they only need to actually sell 1 fushion unit then everyone else will be coming to buy

-QB uplisting any minute.

-as soon as OTCQB uplisting happens (which could be any day now) they'll be pursuing Texas stock exchange.TXSE wants them to ring the bell.

-hoping to sell the first unit late this year,

worst case scenario next vear.

-they've reached the milestones they've laid out so far. trust them.