Most material SEC filings — July 2, 2026

CNS Pharmaceuticals closed a $22.5 million PIPE financing on May 5, 2026, with participation from ADAR1 Capital, Ikarian Capital, Stonepine Capital Management, and Nazare Partners. The offering consisted of 650,000 common shares at $2.30 and 9,143,479 pre-funded warrants at $2.299. Pro forma fully diluted market cap reaches ~$50.7 million. Concurrent with financing, company pivoted strategy: appointed new CEO (Rami Levin), CFO (Steve O'Loughlin), CTO (Eric Faulkner), CMO (Lynne Kelley), and CBO (Dylan Wenke); exiting legacy GBM pipeline (TPI 287, Berubicin) to pursue high-value oncology/neurology asset acquisitions targeting 12-month value catalysts.

On June 26, 2026, Arcturus Therapeutics entered into a strategic collaboration with Thermo Fisher Scientific comprising (1) a Master Services Agreement where Thermo Fisher will contribute up to $40 million in clinical manufacturing services and Arcturus will engage PPD for up to $40 million in CRO services, and (2) a Project Agreement for technical transfer, clinical manufacturing, and related services. Upon regulatory approval of ARCT-032 for cystic fibrosis, Thermo Fisher receives exclusive commercial manufacturing rights under a separate agreement to be negotiated. The MSA has a 5-year initial term with automatic one-year renewals.

APi Group completed acquisition of WTech Fire Group on July 1, 2026. WTech, a European fire sprinkler/suppression provider, adds ~$175M annual revenue. APi raised full-year 2026 revenue guidance to $8,660M–$8,860M (from $8,575M–$8,775M) and adjusted EBITDA to $1,177M–$1,237M (from $1,165M–$1,225M), reflecting WTech's remaining 2026 contribution.

Chief Administration Officer Uang Du-Tsuen (ASX) sold 8K shares (~$5.5M) on the open market (1.0% of holdings). Open-market sale — often routine.

Vaxart (VXRT) entered a Cooperation Agreement on July 1, 2026, with a stockholder group holding 1,515,343 shares (0.6% ownership) comprising Daniel P. Houle, Mark Silverberg MD, Matthew M. Wallace MD, Patrice Raffy, Q3 Nominees Pty Ltd., and Marc Eustace Pereira. The group withdrew its nominations of three director candidates and its books/records demand. In exchange, the Company will appoint one mutually agreed independent director within 60–90 days post-2026 Annual Meeting, form new committees (Stockholder Engagement, Clinical & Regulatory Affairs), adopt director resignation and stock ownership policies, and reimburse the group up to $650,000 in expenses. The agreement contains standstill provisions capping the group's ownership at 4.9% and restricts their activism until termination (approximately mid-2027 or mid-2028, depending on director renomination).

Lindsay Corporation reported Q3 FY2026 (ended May 31, 2026) revenues of $160.8M (down 5% YoY from $169.5M), with operating income of $18.5M (down 22% from $23.8M) and diluted EPS of $1.53 (down 14% from $1.78). Irrigation segment revenues fell 7% to $133M due to weak North America demand and Brazil headwinds; Infrastructure segment grew 8% to $27.7M driven by road safety products. The company completed $80.7M in share repurchases YTD and maintains backlog of $136.1M (up from $117.1M YoY), boosted by the MENA irrigation project.