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Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems VS-7375 update reporting early activity across KRAS G12D cancers is drawing attention, alongside the companys large share offering and preliminary revenue figures. Traders are weighing the encouraging clinical results against dilution and funding concerns; some view the offering price as a sign of investor confidence, while others focus on the stocks decline.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels PrTK05 biomarker findings and its stated plan to submit a prostate-cancer BLA in Q4 are driving discussion, with bulls viewing the immune-activation data and completed shedding package as supportive. The share-price decline has fueled debate over the limited biomarker sample, whether the filing will stay on schedule, and concerns about management credibility and dilution.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidias settlement with United Therapeutics ends the patent litigation and preserves YUTREPIA sales for PAH, prompting bullish relief and short-squeeze speculation. Traders remain divided over the costly payments and loss of the PH-ILD indication, which narrow the drugs market opportunity and raise concerns about cash needs.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances warrant distribution and the shares transition to trading without the warrant entitlement dominate discussion, with traders debating whether the price adjustment reflects the warrants separated value or dilution. Bearish traders also point to the heavy debt from the Warner Bros. Discovery acquisition, while bulls argue the warrants and potential merger synergies support the investment case.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASMLs quarterly results and raised full-year sales outlook are driving discussion, with management citing strong AI-related equipment demand that may outstrip planned supply in coming years. Traders are divided over the share-price decline: bulls call it a sell-the-news reaction to solid results and demand, while skeptics point to a slight sales miss and the lack of a 2027 outlook.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is caught in a broader AI-infrastructure selloff after OpenAIs reported revenue run rate came in below widely circulated estimates, renewing questions about demand and returns on data-center investment. Traders are also debating CoreWeaves heavy debt and financing needs, while bulls point to its backlog, continued compute demand and India expansion as reasons for optimism.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Traders are focused on Compass Pathways expected completion of the COMP360 NDA submission for treatment-resistant depression and the prospect of an accelerated FDA review; speculation around when the filing will be finalized is not confirmation that it has been submitted. Positive trial durability data supports the bullish case, while delays, FDA uncertainty and recent price weakness fuel concern among other traders.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

FDA review details highlighting a lower response rate for Revolution Medicines daraxonrasib in the KRAS G12D subgroup have fueled scrutiny of the drugs efficacy and contributed to discussion of RVMDs pullback. Traders disagree on how much the subgroup result matters, weighing response rates against survival data and comparing the drug with Verastems competing KRAS G12D program.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Attention centers on the pending 80th event and final analysis of SELLASs Phase 3 REGAL trial of GPS in AML. Many traders are bullish ahead of the readout and point to heavy call activity, while speculation about a data leak, short covering, or a buyout remains unconfirmed and others caution that the trial results are still unknown.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

AstraZenecas strategic investment in Summit Therapeutics and expanded oncology collaboration around ivonescimab are drawing attention, with traders viewing the deal as a vote of confidence in Summits cancer-drug program. Some speculate it could lead to a future acquisition, though the investment and collaboration are not a buyout.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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