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Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

AstraZenecas strategic equity investment and clinical-trial collaboration with Summit around ivonescimab are driving attention, with traders welcoming the added financing and major-pharma backing. Some speculate the stake could lead to an acquisition, while others stress that the deal is not a buyout and does not remove the pending FDA decision risk.

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

Kodiaks Phase 3 DAYBREAK study met its primary goals in wet AMD, with Zenkuda showing potential for six-month dosing intervals and the company planning an FDA filing. Traders celebrated the results and the sharp rally, while others questioned the valuation and warned that financing needs, possible dilution and profit-taking could weigh on the shares.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for a U.S. Army program to develop ultra-high-voltage silicon-carbide technology is drawing attention as a validation of its capabilities and a potential defense-market opportunity. Traders are divided between seeing the award as a longer-term catalyst and noting that it is a prototype project with undisclosed financial terms, while short-squeeze hopes compete with concerns that the initial pop may fade.

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

Boeing shares are under pressure after the FAA delayed 737 MAX 10 certification while reviewing a flight-management software issue that can disrupt automated guidance in a specific landing scenario. Traders are divided: critics see another quality-control and certification setback, while bullish voices call the issue manageable and the selloff an overreaction.

Litecoin is a decentralized, peer-to-peer digital currency designed to enable instant, near-zero cost payments to individuals and merchants worldwide. As an open-source global payment network that functions independently of central banks or intermediaries, its main value proposition lies in providing a scarce digital asset with a fixed maximum supply of 84 million tokens.  The network operates using a Proof of Work mechanism where computers solve complex puzzles to confirm transactions and secure the blockchain. It is distinguished by a block generation time of 2.5 minutes, which allows for faster transaction confirmations and a higher total throughput than earlier protocols. Key technical features include the Scrypt hashing algorithm, which promotes wider network participation, and MimbleWimble Extension Blocks, which improve user privacy by allowing transaction details to be hidden.  The LTC token is used for settling global payments, executing microtransactions through smaller units called litoshis, and diversifying digital portfolios with a highly liquid asset. New tokens are issued to miners as rewards for verifying blocks, though these rewards undergo a halving event approximately every four years to strictly control inflation. This process ensures the ledger maintains immutability, meaning records cannot be changed once they are saved to the global network.  Created by former Google engineer Charlie Lee, the project is supported by the Litecoin Foundation, a non-profit organization dedicated to ecosystem adoption. Unlike many venture-backed projects, it is maintained by a decentralized community of independent developers and a global network of miners. The project has seen recent institutional adoption, with entities like Lite Strategy and Luxxfolio Holdings adding significant amounts of LTC to their corporate treasuries as of late 2025.

Litecoin

Litecoins sharp breakout rally and subsequent pullback are driving attention, with traders debating whether the consolidation will lead to further gains or whether the move will fade like previous pumps. Bulls point to improving price action, while skeptics cite weak follow-through and the coins history of giving back gains.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

FHFAs move to let Fannie Mae and Freddie Mac accept VantageScore alongside FICO has intensified concerns that competition could weaken FICOs long-standing mortgage-scoring position, with traders also debating scrutiny of its pricing. The selloff has prompted some to call the shares a buying opportunity, while others see a lasting threat to the companys moat and question its valuation.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Anticipation around NASAs CLPS 2.0 contract awards is the dominant topic, with traders watching for an announcement after repeated schedule delays and speculating about Intuitive Machines potential share of the awards. The uncertainty is fueling bullish hopes for a contract-driven rebound alongside frustration over delays and the stocks volatile, weak price action.

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

OCUL is under pressure after positive late-stage data from competitor Kodiaks wet AMD drug raised concerns about competition for AXPAXLI. Traders are debating whether Kodiaks results set a higher bar or whether AXPAXLIs durability and trial data remain differentiated, with some viewing the selloff as an overreaction.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is drawing attention after a sharp pullback from its recent rally, with traders linking the move to broader crypto weakness, Bitcoin pressure, and possible profit-taking. The community is split between warnings of further downside and dip-buyers who view the drop as a temporary shakeout.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

RCAT is drawing attention amid a steep selloff and concerns that Red Cat has not converted its military-drone positioning and production expansion into meaningful orders or revenue; traders also point to perceived setbacks in Pentagon drone competitions and stronger competition from peers. Bulls cite defense demand, Black Widow use and potential opportunities in autonomous boats, while skeptics question managements credibility, revenue expectations and the risk of further dilution.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$CRMD Stocktwits Q2 Quarterly Filing:  @BioRich Top 50 portfolio positions: 
1) GUTS 
2) ABVX 
3) IBRX  
4) ALT 
5) KYTX  
6) DAVE  
7) CADL  
8) MIST  
9) UEC  
10) OTLK  
11) CAPR  
12) TGTX  
13) SABS  
14) NVAX 
15) LEGN  
16) VKTX  
17) OCUL  
18) SOFI 
19) BBIO  
20) SGP  
21) VNDA  
22) SHAZ  
23) NRXP  
24) GPCR  
25) EWTX  
26) TLSA  
27) SKM  
28) MLTX  
29) SNDX  
30) JMIA  
31) NKTR 
32) VVOS  
33) RGNX  
35) ARRNF  
36) CRMD  
37) $WVE  
38) $NUVB  
39) $SMMT  
40) ANNX  
41) CGON  
42) TEM  
43) IVA  
44) PSN  
45) LGND  
46) IMVT  
47) MPLT  
48)NNE  
49) ARDX  
50) COGT  
 
If I own it, I believe in it.  What am I missing?  Hold too much?  Not enough?  Look forward to your feedback! 
 
Follow/Subscribe for more suggestions and perspective.  Would love to hear yours too.  That&#39;s how we find these gems and learn. 
 
Let&#39;s make some (more) money.  Cheers!

Megabyte

Jannik

Manikantha Pothuri

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CorMedix Inc

Wave Life Sciences Ltd

Nuvation Bio Inc - Ordinary Shares - Class A

 Top 50 portfolio positions: 
1) GUTS 
2) ABVX 
3) IBRX  
4) ALT 
5) KYTX  
6) DAVE  
7) CADL  
8) MIST  
9) UEC  
10) OTLK  
11) CAPR  
12) TGTX  
13) SABS  
14) NVAX 
15) LEGN  
16) VKTX  
17) OCUL  
18) SOFI 
19) BBIO  
20) SGP  
21) VNDA  
22) SHAZ  
23) NRXP  
24) GPCR  
25) EWTX  
26) TLSA  
27) SKM  
28) MLTX  
29) SNDX  
30) JMIA  
31) NKTR 
32) VVOS  
33) RGNX  
35) ARRNF  
36) CRMD  
37) 

  
40) ANNX  
41) CGON  
42) TEM  
43) IVA  
44) PSN  
45) LGND  
46) IMVT  
47) MPLT  
48)NNE  
49) ARDX  
50) COGT  
 
If I own it, I believe in it.  What am I missing?  Hold too much?  Not enough?  Look forward to your feedback! 
 
Follow/Subscribe for more suggestions and perspective.  Would love to hear yours too.  That's how we find these gems and learn. 
 
Let's make some (more) money.  Cheers!

The Legendary Mayor

big fan of $GUTS  long-term, that and $IPSC   if we&#39;re staying in the realm of diabetes.   $OCGN looking to have a good Q3 with 3 different phase 3 readouts between Q326 and Q427, then of course are the expected PDUFA dates to follow.

My favorite stock to hold over the next 3-5 years is $PRME . The latest and greatest gene editing platform from the Harvard Doctor (Dr.Liu) that founded $BEAM . They already have a cure worked out for Chronic Granulomatous Disease, which has Regenerative Medicine Advanced Therapy (RMAT), Fast Track, Orphan Drug, and Rare Pediatric Disease designations; They are currently working out the kinks with the FDA before submitting the BLA. 
They also won arbitration with BEAM for their AATD treatment, which will become their fiscal crown jewel when completed. They also have another bullet in the chamber with their work on Wilson&#39;s disease.

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Fractyl Health Inc.

Century Therapeutics Inc

Ocugen Inc

Prime Medicine Inc

Beam Therapeutics Inc

   if we're staying in the realm of diabetes.   

 looking to have a good Q3 with 3 different phase 3 readouts between Q326 and Q427, then of course are the expected PDUFA dates to follow.

My favorite stock to hold over the next 3-5 years is 

 . The latest and greatest gene editing platform from the Harvard Doctor (Dr.Liu) that founded 

 . They already have a cure worked out for Chronic Granulomatous Disease, which has Regenerative Medicine Advanced Therapy (RMAT), Fast Track, Orphan Drug, and Rare Pediatric Disease designations; They are currently working out the kinks with the FDA before submitting the BLA. 
They also won arbitration with BEAM for their AATD treatment, which will become their fiscal crown jewel when completed. They also have another bullet in the chamber with their work on Wilson's disease.

Forgot to mention $STLN , not your typical clinical trial biopharma, but a treatment facility that also doubles as a pharmacy for their patients. They also provide a locations for oncological clinical trials and they are finally becoming profitable. Take a look at their daily chart, it&#39;s a thing of beauty.

Starling Oncology Inc.

Forgot to mention $TOI , not your typical clinical trial biopharma, but a treatment facility that also doubles as a pharmacy for their patients. They also provide a locations for oncological clinical trials and they are finally becoming profitable. Take a look at their daily chart, it's a thing of beauty.