$CMPX ππ₯"Multiple" FDA-related Catalysts ahead: πππ3 different clinical data sets from its cancer drug pipeline!
β Two Phase 1 programs: CTX-8371 & CTX-10726
β One Phase 2/3 program: Tovecimig (CTX-009)
π°π₯ Also has huge cash pile, $180M in cash and equivalents, with runway into 2028!!πͺπͺ
The Squeeze could be epic, IMO.
$SDST On Monday (10/5), Stardust Power announced its new Houston office to support its lithium refinery project.
I did some DD and found a few interesting facts:
β Tesla just opened its NEW battery Megafactory near Houston (about 35 miles away) in August 2026.
β SDST is developing one of America's largest planned "battery grade" lithium refineries, with annual capacity of up to 50,000 metric tons.
β Texas is pushing hard into critical minerals, including lithium.
Maybe some kind of Tesla connection? Or maybe access to the same engineering talent?
No announced Tesla connection yet, but definitely an interesting U.S. lithium play, IMO.
π₯π $BIYA $SXTC
$CMPX πcatalyst watch. β π₯It's official: FDA Phase 1 clinical data expected in Q4 2026. It is for CMPX's CTX-10726, cancer drug designed to help the immune system fight tumors. Q4 is already here. Could be weeks or any day now. πͺπ $FRGT $IPDN
$CMPX π₯huge FDA catalyst coming & with cash runway into 2028!! ππͺ(CMPX has $180M cash + equivalents as of June, 2026) That's huge pile of cash for a stock under $1, so I am not worrying about dilution & no RS. ππ $SDST $BEAT
$CMPX πsub-$1 bio stock with real upcoming FDA catalyst. CMPX recently raised more than $100M & has strong cash position. π°ππ
π₯π₯ $SAIQ $MI $QTEX
$SDST β 13D filed afterhours Friday showing SDST's CEO owns more than 1.6 million shares, or 3.12% of the company. π₯π $DDC $SDEV π°ππͺπ
$SDST interesting connection to watch next week. SDST director V. Ray Rivers is Co Chair of the Greenwich Economic Forum(Oct5-7, 2026). High profile speakers including Cathie Wood of $ARKK and former Fed Chairman Alan Greenspan.
$SDST πundiscovered critical mineral penny play, IMO. Building 1 of largest lithium refineries in the U.S. β π₯SDST got some gov. connection as it was selected for a U.S. Department of Energy funded program. πͺπ $QTEX $FNGR