Josh

EVtols, biotech, Li Batteries and graphene: $EH $JOBY $AMPX $HGRAF $DTIL $RGNX $BYDDF $BABA $MIST $SOUN $BZAI

[Josh @Josh01_X]

Ehang's EH216, with 8 arms and 16 propellers, is a more advanced sibling of a quadcopter. It is more stable and highly optimized. With TC by CAAC, Ehang has achieved bringing this unique class of aircraft to a practical real world human carrying eVTOL.
https://t.co/OJ6VXHNneM

[HydroGraph Clean Power Inc. @HydroGraphInc]

How do you improve seal durability under extreme pressure and thermal cycling?

HydroGraph's Fractal Graphene™ FGA-1-enhanced PEEK helped W.T. Johnson achieve up to 34% less wear and 61% lower friction, extending component life.

📖 https://t.co/cROlNi7hQ1

[Amprius Technologies @AmpriusInc]

Today, Amprius announced a new 500 Wh/kg SiCore cell designed for long-endurance aviation!

This cell delivers 500 Wh/kg at a 1C continuous discharge rate and can be produced on conventional lithium-ion battery manufacturing equipment.

Learn more:
https://t.co/xOl9EwSUGT

$AMPX

[Precision BioSciences @PrecisionBioSci]

Precision BioSciences has commenced dosing in the Phase 1/2 FUNCTION‑DMD study, with the first patient receiving PBGENE‑DMD at Arkansas Children’s Hospital.

This milestone marks the first clinical gene‑editing program for Duchenne muscular dystrophy and advances our wholly owned in vivo gene editing approach into the clinic.

PBGENE‑DMD is designed to permanently edit a patient’s own dystrophin gene, with the aim of restoring production of a near full‑length, functional dystrophin protein. The study is enrolling ambulatory boys ages 2–7 with mutations between exons 45 and 55, a key hotspot region representing up to 60% of boys living with Duchenne.

The Precision team is grateful to the patient, their family, and the clinical team for their commitment to advancing this important work. Initial safety data are expected by year-end 2026.

Read the full release, https://t.co/taQNJ4U7qf

#PBGENEDMD #FUNCTIONDMD #Duchenne #DMD #GeneEditing #GeneTherapy #InVivoGeneEditing #ARCUS #RareDisease #ClinicalTrials

[EHang @ehang]

US Senator Steve Daines and CPIFA Vice President Geng Shuang Visit EHang and Take a Flight on the EH216-S

On August 29, 2026, Huazhi Hu, CEO of EHang—a global leader in Advanced Air Mobility (AAM) technology platforms—welcomed a delegation led by U.S. Senator Steve Daines to its headquarters in Guangzhou. The visiting delegation also included Geng Shuang, Vice President of the Chinese People's Institute of Foreign Affairs; Pauline Kao, U.S. Consul General in Guangzhou; as well as officials from the Guangdong Provincial Foreign Affairs Office, Guangzhou Municipal Foreign Affairs Office, and Guangzhou Development District.

Mr. Huazhi Hu, Founder, Chairman and CEO of EHang, said: "It is our great privilege to host Senator Daines, Mr. Geng Shuang, Consul General Pauline Kao, and all distinguished guests at EHang headquarters. We look forward to deepening exchanges with global partners to jointly usher in a new era of three-dimensional transportation and smart mobility."#AAM #EHang

[EHang @ehang]

EHang’s EH216-S, a pilotless human-carrying eVTOL, has completed its first public flight at Hong Kong Cyberport under the HKSAR Government’s Low-Altitude Economy “Regulatory Sandbox X” Trial Project.
The flight marks an important step toward validating regular low-altitude operations and advancing a three-dimensional transportation network across the Guangdong-Hong Kong-Macao Greater Bay Area.
#EHang #EH216S #eVTOL #AAM #HongKong #LowAltitudeEconomy

[REGENXBIO @REGENXBIO]

On #WomensEqualityDay, we celebrate the women making a difference across science, medicine, patient advocacy, and beyond. We're proud to recognize the women of REGENXBIO, whose expertise, leadership, and dedication help advance innovation and bring hope to patients and families.

[Amprius Technologies @AmpriusInc]

Next week, Amprius' CTO is presenting at the 2026 Strato-Ops Conference in Japan!

🔋9/2: "Supply Chain: Advanced Materials, Energy Systems, Communications, Payloads" panel. Session 2, 4pm.

🔋9/4: "Lithium-Ion Batteries for Continuous Stratospheric Flight" at 8:40am.

$AMPX

[urbanairmobilitynews.com @urbanairmobili1]

EHang, China Construction Sixth Engineering start work on vertiport network in Lingao, Hainan https://t.co/bKzG4eSfRW

[Pharmatrader @smallcapharma]

$MIST

July as a whole looks materially stronger than June. Using the weekly observations shown, July is around 120 TRx/week, versus roughly 100/week in June—about a 20% sequential improvement.

That is a respectable early-launch trend.

The second positive is that NRx remains very high. At 125 TRx and 107 NRx:

125−107=18

roughly 18 prescriptions are non-new activity.

That means approximately:

18/125≈14%

of the latest week's TRx is repeat/refill-related, while about 86% remains new prescriptions.

That's actually a healthy combination for this stage.

On the other hand, I would frame July as a transition month, not a “50%-covered month.”

That matters for the TRx interpretation. The July sequence around 125–130/week was mostly generated before the new access environment had fully formed. Even if some UHC or other-plan coverage began during July, the company itself indicates that the broader step-up was only completed very recently.

So the first meaningful effect of the new access regime should show up more clearly in late August and September, not in the July chart.

The important test is now very simple:

1- if the 4-week average stays around 120–130 through September, the bull case weakens;
2- if it moves to 150–175, that suggests the coverage expansion is starting to work;
3- if it pushes toward 180–200+, that would be strong evidence of a genuine post-access acceleration.

[Michael and Luong @EhangFan]

Q&A

[eVTOL.com.br @eVTOLBrazil]

Three Danish executives flew the #EHang EH216-S in China.

One represents 1,500 companies across Denmark’s energy ecosystem. Another comes from green energy and investment.

From inside that cabin, they saw the future from a very different angle.

The view was only the beginning.

[Josh @Josh01_X]

@EhangFan Estimate of timeline that this security issue being resolved?

[Amprius Technologies @AmpriusInc]

Amprius is honored to have been invited to the White House’s Drone Dominance event this week!

Pictured below are Amprius CEO Tom Stepien and Sr. Director of Strategic Accounts Katie Maze who attended on behalf of Amprius.

$AMPX #drones #tech

[Pharmatrader @smallcapharma]

$MIST

Management said the recent >50% coverage was driven by UHC and several other insurers using either Express Scripts or OptumRx, and then said they remain optimistic about securing “the last of the major PBMs” and associated insurers.

I think this changes the game.

It suggests Milestone is already achieving significant OptumRx-associated plan access, even if we don't have evidence of the kind of broad national OptumRx contract we had been imagining.

The wording:

“last of the major PBMs”

strongly implies management sees itself as having meaningful access through two of the three major PBM ecosystems and is targeting the remaining one.

That is a significant positive.

[HydroGraph Clean Power Inc. @HydroGraphInc]

HydroGraph ($HG | $HGRAF) welcomed Congressman John Carter to celebrate the opening of its Texas HQ and tour its graphene operations.

The milestone advances HydroGraph’s mission to build a secure U.S. supply of graphene as a critical material.

📖 https://t.co/y0GGSydEmI

[Intellia Therapeutics @intelliatx]

Intellia ($NTLA) just reported its second quarter financial results and recent company progress. The company will host a conference call at 8 a.m. ET. Full details here: https://t.co/qeLV47az3u

[Amprius Technologies @AmpriusInc]

Today, Amprius released our Q2 2026 financial results and highlighted recent business developments, delivering another strong quarter.

Read more below!
https://t.co/6JKltikFmZ

$AMPX

[ccc7777 @BioMaVeNAdAms1]

Graphene Hydrograph HGRAF

"We make the best graphene in the world"

Derisked Market Opportunity !

Graphene is a "miracle" material 200X stronger than steel, lighter than aluminum and 20X more conductive than copper

Hydrograph SNYTHETIC pure 99.8% graphene should produce 70% to 90% bottom line profit margins

https://t.co/tZDQoRU0K5

[REGENXBIO @REGENXBIO]

REGENXBIO reports second quarter 2026 financial results and operational highlights. Learn more: https://t.co/I0Bl7TucBS $RGNX

[EHang @ehang]

Mike Balfour, Chairman of the Board of Fidelity China Special Situations Fund (FCSS), visited EHang and took an immersive PILOTLESS flight experience aboard the EH216-S. He was impressed by its smooth and stable flight, spacious panoramic visibility, and the stunning views of the river from above.#EHang #EH216S #AAM #eVTOL #FutureMobility