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Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Positive Phase 3 DAYBREAK results in wet AMD, with Zenkuda and tabirafusp-ted meeting primary endpoints versus aflibercept, drove a sharp rally; traders highlighted Zenkudas potential for longer intervals between treatments and Kodiaks planned FDA filing. Bulls celebrated the gains and short squeeze, while skeptics questioned the valuation and warned of possible share dilution given the companys precommercial status and cash needs.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys stronger-than-expected quarterly results, raised outlook and record QNX growth are driving attention, with the Alloy Kore automotive design win adding to optimism about future royalties. Traders are debating whether those growth prospects outweigh concerns about valuation, delayed Secure Communications deals and a post-earnings pullback.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBARs sharp rally and heavy volume are being linked by traders to IBM-related enterprise AI and digital-identity developments, alongside Hederas broader AI and corporate-adoption story. Others say no clear catalyst has been confirmed and attribute the move to technical momentum, a possible short squeeze, or crypto-market liquidity shifts; debate also centers on whether the breakout can hold.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCelleras positive Phase 2 results for ABCL635, its investigational treatment for menopausal hot flashes, and anticipation of further trial details are driving attention. Bullish traders see the results and managements Phase 3 plans as validation of the companys drug-development platform, while others caution that the findings still need confirmation in larger trials; short-squeeze claims remain speculation.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

FAA scrutiny of a 737 MAX software issueand the possibility it could delay MAX 10 certificationis the main focus behind Boeings decline. Traders disagree on whether the glitch is a manageable fix with limited operational impact or another sign of persistent quality and regulatory problems.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

TTDs prolonged selloff to multiyear lows is being attributed by traders to weak recent results and guidance, S&P 500 removal and continued index-related selling, with concerns about slowing growth, ad-tech competition and management adding pressure. Bears see room for further declines, while some investors argue the selloff is overdone and point to the companys cash position and heavy short interest.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Trumps proposed Iowa steel-plant project is the main focus, with traders worried it could add future supply and compete with Cleveland-Cliffs or affect its Minnesota assets. Others view the proposal as uncertain and years from completion, arguing the selloff is overdone as steel prices remain firm.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Upbeat wet AMD updates from Kodiak and 4D Molecular Therapeutics have intensified concerns about competition for Oculars AXPAXLI, prompting a sharp selloff. Traders debate whether competitors results raise the bar or whether AXPAXLIs potential durability and FDA-aligned NDA path still give it an edge; some view the drop as an overreaction and are buying the dip.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

CEO CJ Desais abrupt departure for Meta, immediately before MongoDBs investor day, has driven a sharp selloff amid concerns about leadership continuity and enterprise relationships. Traders are divided: some see the transition as a serious risk, while others call the reaction excessive given reaffirmed guidance and former CEO Dev Ittycherias return as interim leader.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is drawing attention after a high-volume move higher, with traders discussing a possible short squeeze and linking the rally to strength in biotech, including Moderna. Many are also anticipating Matrix-M oncology or partner updates from Pfizer or Sanofi, though others caution that no new company announcement has confirmed those catalysts and the gains could fade.

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$ARTV   Treatment results sound encouraging.   CEO said they can get COGS to 8K per treatment.  Treatment expected to last 1yr minimum.   

How can this compete with off the shelf CAR-T?    For example, $FATE cost per treatment is 3K and can go much lower with volume.    They will likely eventually have a treatment with no chemo.

A little further behind is In-vivo CAR-T.   

I just don’t see a long term future for the $ARTV approach.  Am I missing something?

Michael

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Artiva Biotherapeutics Inc

Fate Therapeutics Inc

   Treatment results sound encouraging.   CEO said they can get COGS to 8K per treatment.  Treatment expected to last 1yr minimum.   

How can this compete with off the shelf CAR-T?    For example, 

 cost per treatment is 3K and can go much lower with volume.    They will likely eventually have a treatment with no chemo.

A little further behind is In-vivo CAR-T.   

I just don’t see a long term future for the 

@Goodstockday Do we have any comparable efficacy data from FATE? 

For refractory RA, IMVT is really the only competition right now. I agree that the long-term outlook depends on other modalities, but ARTV is way ahead currently and more basket study data will either prove the thesis or sink it.

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 Do we have any comparable efficacy data from FATE? 

For refractory RA, IMVT is really the only competition right now. I agree that the long-term outlook depends on other modalities, but ARTV is way ahead currently and more basket study data will either prove the thesis or sink it.

@aletz  FATE has no RA data.  They are just starting a trial with FT839.  This is a more advanced version of the cell product that has had solid results with Lupus.   

My emphasis in not on who will be first to market, but who can bring an economical off-the-shelf product to market that does not require chemo.  The future is outpatient treatment within days of prescription.

Fate is an off the shelf leader, but in-vivo treatments is another potential way to get there.

  FATE has no RA data.  They are just starting a trial with FT839.  This is a more advanced version of the cell product that has had solid results with Lupus.   

My emphasis in not on who will be first to market, but who can bring an economical off-the-shelf product to market that does not require chemo.  The future is outpatient treatment within days of prescription.

Fate is an off the shelf leader, but in-vivo treatments is another potential way to get there.

@Goodstockday I agree in vivo car t is super hot space now, but we still need to see convincing human data. In theory, it could be a game changer.

 I agree in vivo car t is super hot space now, but we still need to see convincing human data. In theory, it could be a game changer.

@aletz My biggest concern right now for in vivo is safety.   $RNAC has a unique approach to this that seems to solve safety issues.   They start trials soon.

Selecta Biosciences Inc

 My biggest concern right now for in vivo is safety.   

 has a unique approach to this that seems to solve safety issues.   They start trials soon.