Most material SEC filings — August 13, 2026

Accelerant Holdings entered into a definitive agreement with Thoma Bravo to be acquired in an all-cash transaction at $20.25 per share, representing a 49% premium to the August 12, 2026 closing price and implying an enterprise value exceeding $4 billion. The deal is expected to close in H1 2027 subject to shareholder approval and regulatory clearance. Altamont Capital Partners (holding ~82% voting rights) and founders have committed to vote in favor and retain equity alongside Thoma Bravo post-closing.

Health In Tech (market cap ~$12.7M) issued $15M in convertible promissory notes to YA II PN, Ltd. (Yorkville Advisors) in three tranches ($7M first, $3M second, up to $5M third), with 8.75% base interest (18% on default), convertible at $1.5735/share (subject to anti-dilution). Concurrently, the company entered a $20M Standby Equity Purchase Agreement allowing Yorkville to purchase shares on demand at 97% of volume-weighted average price during pricing periods, subject to ownership and exchange caps. Notes have 18-month maturity from first advance, with monthly installment repayment schedule; net proceeds from equity advances must service the debt first until repaid.

On June 28, 2026, Rocket Lab agreed to merge with Iridium Communications. Iridium shareholders will receive $27.00 cash per share plus 0.2400–0.4000 Rocket Lab shares (depending on Rocket Lab's stock price at closing), valued at approximately $2.86B in stock and $2.86B in cash, plus $1.77B debt payoff and $0.09B equity awards, totaling ~$7.59B. Rocket Lab will finance via a $3.6B bridge facility. Pro forma combined 2H 2026 revenues: $878.7M; net loss: $154.7M.

Chief Executive Officer Huang Jack Jiajia (COE) bought 592K shares (~$11.8M) on the open market (1.6% of holdings). Open-market insider purchase — historically a bullish signal.

PTC Therapeutics won a competitive bankruptcy auction to acquire ST-920, a BLA-stage AAV gene therapy for Fabry disease, from Sangamo Therapeutics for $111M upfront plus up to $100M in contingent regulatory/commercial milestone payments. BLA submission expected Q4 2026 with potential commercial launch in 2027; the Phase 1/2 STAAR study showed positive renal function improvement (eGFR) and durable clinical benefit over 52 weeks. Transaction expected to close late Q3/early Q4 2026, subject to bankruptcy court approval and customary conditions.

Karyopharm (market cap ~$37M) reported Q2 2026 revenue of $33.4M ($30.8M product, $2.6M other) versus $37.9M YoY; reaffirmed FY2026 guidance of $130–150M total revenue ($115–130M product). Key catalyst: planned August 2026 sNDA submission for selinexor+ruxolitinib in myelofibrosis under Accelerated Approval, supported by Phase 3 SENTRY data. Critical liquidity crisis: cash of $65.4M as of June 30, 2026 covers operations only into September 2026; $15.8M debt payment due September 10, 2026 would breach $10M minimum liquidity covenant, triggering default. Company actively seeking financing/strategic alternatives. Endometrial cancer Phase 3 failed primary endpoint (median PFS 12.75 vs 7.43 months, p=0.0791, one-sided).

Bluejay Diagnostics raised approximately $7.6 million in net proceeds from a June 2026 private placement, bringing cash to $9.6 million at Q2 2026 end (vs. $5.2 million at year-end 2025). The company completed targeted enrollment of 750 patients in its SYMON-II pivotal clinical study for Symphony IL-6 sepsis diagnostic and signed a US manufacturing contract. Cash runway estimated through Q2 2027; no regulatory approval yet obtained.

On March 26, 2026, Pulmatrix entered into a merger agreement with Eos SENOLYTIX (a privately held gerotherapeutics company) anticipated to close Q3 2026. Simultaneously, Pulmatrix raised $1.0M gross proceeds via private placement of Series B Convertible Preferred Stock to an Eos affiliate. The company has paused all clinical development and now seeks to out-license or monetize three clinical assets: PUR1900 (antifungal, 2% royalties to Cipla outside US; 50/50 US rights), PUR3100 (migraine treatment, Phase 2 IND accepted), and PUR1800 (COPD treatment, Phase 1b complete). Cash declined from $4.1M (Dec 31, 2025) to $2.2M (June 30, 2026); company states cash is sufficient through merger closing.

PDS Biotechnology announced a strategic refocus on August 11, 2026, discontinuing internal investment in PDS0101 and halting the VERSATILE-003 Phase 3 trial, while prioritizing PDS0301 (tumor-targeted IL-12 immunocytokine). Concurrent with this pivot, the company reported Q2 2026 net loss of $9.8 million on $5.6 million cash (down from $26.7 million at year-end 2025), with negative working capital of $5.3 million and stockholders' equity now negative at $(3.6) million. PDS0301 showed strong clinical data in mCRC (77.8% ORR vs. 35% control; 80% 24-month survival vs. 35% control).

Vestand Inc. transferred all 200 shares (100% ownership) of Vestand Korea Co., Ltd. to individual Noh Sang-woo for KRW 1,000,000 (~$750 USD at typical 2026 rates) effective July 30, 2026. The agreement includes a one-year put/call option allowing either party to repurchase at KRW 1,100,000 (10% premium). Vestand Korea's registration number is 110111-0936767; Seoul Central District Court has jurisdiction over disputes.

On April 28, 2026, BayFirst Financial Corp. (market cap ~$49.3M) completed a private placement of 4,000 shares of Series D Preferred Stock and 4,000 shares of Series E Preferred Stock for $10,000 per share each, raising $80 million gross. On July 14, 2026, all 8,000 preferred shares automatically converted into 22,856,000 common shares. These shares are now being registered for resale; BayFirst receives no proceeds. Lead investor Kenneth R. Lehman owns ~11.4M shares (42.4% post-conversion), has board appointment rights, and gross-up anti-dilution provisions. On August 10, 2026, the company used $9.7M of proceeds to redeem Series A and B preferred stock.

San Juan Basin Royalty Trust (46.6M units outstanding, traded NYSE: SJT) received zero royalty income for six months ended June 30, 2026. Cumulative excess production costs reached $9.3M gross ($6.9M net to trust) as of June 30, 2026, up $3.1M in Q2 2026 alone. Trust established $2M line of credit with Texas Bank on May 21, 2025 (6.75% interest); $944,471 drawn as of June 30. Cash reserves depleted to $4,019. No distributions declared. Trustee Argent Trust Company (succeeded PNC Bank February 15, 2024) states substantial doubt about going concern.

BayFirst Financial reported a net loss of $32.7M ($8.05/share) in Q2 2026, driven by a $41.5M asset resolution plan charge tied to SBA 7(a) loan writedowns and provision adjustments. The company restated prior periods (2024–Q1 2026) for $2.8M understatement of provision expense and $3.4M overstatement of gain on loan sales. On July 14, 2026, BayFirst converted 8,000 shares of Series D/E Preferred Stock into 22.9M common shares and redeemed Series A/B Preferred shares for $9.7M on August 10, 2026. Capital ratios strengthened: CET1 11.47%, Tier 1 8.30%, Total Capital 12.77% as of June 30, 2026.

Dare Bioscience has received a multiyear grant from the Gates Foundation (now rebranded) for development of DARE LARC1, a long-acting hormonal contraceptive implant for low-resource settings. Total committed grant: $48,945,928 across payments from July 2021 through project end November 1, 2026 (extended via Amendment 6 to December 31, 2027). Amendment 7 (June 2026) confirms $37.35M paid to date; remaining tranches scheduled through end of 2027. Grant includes global access commitments, IP reporting requirements, and humanitarian license to Foundation.

Phoenix Energy One, LLC (Defendant, PEDEVCO entity) settled a Texas Business Court lawsuit filed by Navigation Powder River, LLC over breach of a Purchase and Sale Agreement. PEDEVCO must pay $6.75M in four installments (first $2M by June 26, 2026; second $2M by July 6, 2026; third $1.75M by July 30, 2026; fourth $1M by September 30, 2026), retaining a prior $250K payment. Upon final payment, PEDEVCO receives assignment of properties; if it fails to pay timely, an agreed judgment for $7.7M plus $415K pre-judgment interest and 6.75% post-judgment interest becomes enforceable.

Mobix Labs executed a definitive agreement to acquire Special Project Delivery, Inc. (SPD) in an all-stock transaction for up to 4.8 million shares of Mobix common stock, expected to close before end of 2026 subject to stockholder approval. SPD is a strategic infrastructure platform focused on rare earth elements, critical minerals, energy/water infrastructure, and Western U.S. water resilience. The deal is structured to expand Mobix's National Security Matters Initiative upstream from components/systems to materials and supply-chain security.

On August 6, 2026, Ensysce completed a stock-for-stock acquisition of Cy Biopharma, bringing in $17.1M in cash and the clinical-stage CY200 candidate for Complex Regional Pain Syndrome (Orphan Drug-designated). Concurrent private placement raised $21.5M gross from Ally Bridge Group, Perceptive Advisors, Dellora Investments, Ikarian Capital, and Adage Capital Partners, with a second tranche of up to $38.6M available upon clinical milestones. Net post-acquisition cash ~$31M, extending runway to late 2027–2028.

Camp4 closed a $50.1M second tranche of private placement (announced September 2025), extending cash runway through end of 2028. The company secured regulatory clearance from Australia's TGA/HREC and Argentina's ANMAT to initiate a Phase 1/2 clinical trial of CMP-002 in SYNGAP-1 patients, with trial launch expected Q4 2026. As of June 30, 2026, cash was $86.4M; including the post-quarter closing, total cash is ~$136.5M—substantially larger than the company's $14.6M market cap.

BlackSky Technology received a notice of delisting or failure to satisfy continued listing standards on August 7, 2026. The filing references Item 3.01 (delisting notice) and mentions a transfer of listing, but the specific listing exchange, applicable rules violated, and timeline for remediation are not disclosed in the document excerpt provided.

Aspire Biopharma Holdings, Inc. is acquiring FireFish TopCo, LLC's business (Transferred Entities across multiple jurisdictions) for a base Purchase Price of $30,000,000 plus $800,000 in deferred revenue credit, less Income Tax obligations and Indebtedness of the Transferred Entities as of closing. The transaction is documented via a Securities Purchase Agreement featuring convertible debentures at 20% original issue discount, 10% PIK interest, senior secured status, and conversion rights tied to volume-weighted average pricing. Closing conditioned on PCAOB audit showing unqualified opinion and Gross Profit minus capex of at least $12M in each of fiscal years 2024 and 2025.

Adagio Medical (market cap ~$7.0M) is a pre-commercial medical device company developing Ultra Low Temperature Ablation (ULTA) catheters for ventricular tachycardia (VT) treatment. The company's first-generation vCLAS system completed enrollment of 209 patients in the FULCRUM-VT pivotal trial and achieved 2.4% major adverse event rate versus 10–21% for current devices; PMA submitted May 2026 with FDA approval expected Q4 2026/Q1 2027. In October 2025, Adagio closed a $50M financing commitment ($19M upfront plus $31M in three $10M tranches tied to regulatory milestones), with the second tranche (pivotal data readout) achieved April 26, 2026. A next-generation vCLAS Ultra system is in IDE sub-study with first human case completed; FDA approval expected Q1 2028. The company addresses a $5.8B global VT ablation market with only 6% current penetration.

Professional Diversity Network, Inc. (market cap ~$5.3M) entered into a Securities Purchase Agreement dated August 12, 2026, to issue approximately $2,000,320 aggregate of Units and Pre-Funded Units. Each Unit consists of one share of Common Stock ($0.28) and one Common Warrant (exercise price $0.28, 3-year term). Pre-Funded Units combine a Pre-Funded Warrant ($0.2799) with a Common Warrant. Maxim Group LLC serves as placement agent; compensation is 6% cash fee on gross proceeds plus up to $75,000 expense reimbursement. A 75-day standstill period on equity issuances applies post-closing.

Simulations Plus announced HSR waiting period expiration for its acquisition by Altaris, LLC on August 13, 2026. This clears one major regulatory hurdle; remaining conditions include shareholder approval and French regulatory approval, with expected closing in H2 2026. No acquisition price or share count disclosed in this press release.

On August 13, 2026, Digital Asset Acquisition Corp (DAAQ) and Old Glory Holding Company mutually terminated their Business Combination Agreement, originally signed January 13, 2026, under which Old Glory would have merged into DAAQ. Both parties released each other from all claims related to the deal; no termination fee is due. The transaction will not proceed.

REalloys Inc. (market cap $15.8M) hired Craig Cunningham as CFO via consulting agreement (Provenance Advisors Inc.) effective June 24, 2026 at $55,000/month ($660K annualized) plus $990K equity grant, and Muhammad Imran as COO effective August 10, 2026 at $475K base salary plus $1M sign-on bonus (36-month clawback). Combined first-year compensation: ~$2.48M for COO, plus CFO consulting fees and equity, totaling material fraction of company size. Both executives have severance protections: 18–24 months pay on termination without cause or for good reason.

Silexion Therapeutics, a KRAS-cancer RNAi therapy developer, reported year-end 2025 cash of $5.991M against total assets of $7.215M and accumulated deficit of $55.166M. The company burned $10.819M in operating cash during 2025, incurred net losses of $11.912M, and management states current funds will cover operations for 'only several months.' As of March 31, 2026 (Q1), cash had fallen to $2.413M, with Q1 2026 net loss of $2.733M; the company raised ~$1.085M under its ATM facility in April-May 2026 post-period. The auditor issued a going-concern warning. The Related Party Promissory Note ($1.633M outstanding at year-end; due Feb 2027) remains a material liability. Three reverse splits (1-for-9, 1-for-15, 1-for-10) occurred in 2024–2026.

Cheetah Net ($3.5M market cap) extended or originated multiple loans totaling ~$9.01M (five agreements, May–June 2026) to Hongkong Sanyou Petroleum ($4M+$4M) and Asia Finance Investment ($1M, $600K, $1.41M). Separately, company disclosed termination of RMB 280M (~$38.6M USD) investment in Shanghai Kesheng partnership (Party B paid in Jan 2026, agreement terminated June 2026, repayment due Dec 2026 with 5% overdue penalty). Company also executed purchase and resale contracts for LED light strips ($199.4K, $208.9K) and heavy equipment (excavators $650K–$660K).

Insider GOLDMAN SACHS GROUP INC (ATTO) bought 3.0M shares (~$10.3M) on the open market (50% of holdings). Open-market insider purchase — historically a bullish signal.

Director WALSH COLIN (ATTO) bought 3.0M shares (~$10.3M) on the open market (50% of holdings). Open-market insider purchase — historically a bullish signal.

Cherry Tree BidCo (backed by Thoma Bravo Discover Fund V) will acquire Accelerant Holdings in an all-cash merger at $20.25 per share plus a potential ticking amount, resulting in an estimated enterprise value of approximately $2.4–2.5 billion based on ~217 million fully diluted shares outstanding as of August 11, 2026. The deal requires shareholder approval (two-thirds vote), regulatory clearance under antitrust and insurance laws, and is subject to customary closing conditions including financing commitments from the sponsor.

Tempest Therapeutics entered into a Purchase Agreement dated August 13, 2026 with Lincoln Park Capital Fund, LLC, permitting Lincoln Park to purchase up to $50 million in common stock at the company's discretion. Lincoln Park receives 560,356 Initial Commitment Shares immediately and 350,223 Additional Commitment Shares upon $25M in purchases. The agreement allows regular purchases (up to 80,000 shares at 97% of lowest recent price), accelerated purchases (up to 300% of regular amount at 96% VWAP), and additional accelerated purchases. The exchange cap limits issuance to 19.99% of outstanding shares (3,195,881 shares) unless stockholder approval obtained. Agreement terminates on Maturity Date (August 13, 2028) or upon full $50M purchase, whichever earlier.

Ondas reported Q2 2026 revenue of $83.8M (vs. $6.3M YoY; 67% sequential growth) with $175M in new orders and pro forma backlog of $757M including DZYNE and Cyberhawk acquisitions closed in Q3 2026 ($325M deployed). Company raised FY2026 revenue guidance to $525–550M from prior levels and projects Q3 2026 revenue of $140–155M. Operating loss was $162.9M (including $69.1M stock-based comp, $19.2M contingent-consideration revaluation); Adjusted EBITDA loss was $50.6M. Cash position: $1.4B. Management pulled forward Adjusted EBITDA profitability targets to Q4 2026 (operating platform) and Q4 2027 (company-wide).

X-Energy completed its IPO on April 27, 2026, raising approximately $1.1 billion in net proceeds, and subsequently entered long-term HALEU enrichment service agreements with Centrus Energy Corp. and General Matter to support Xe-100 SMR deployment. The company also announced a $8 million milestone-based investment in SGL Carbon to double European NBG-18 graphite production capacity by 2030. Q2 2026 revenues and grant income reached $54.6 million (154% increase YoY), but operating expenses were $164.6 million, resulting in a net loss of $105.3 million; total liquidity stands at $1.9 billion with no debt.

On August 12, 2026, Pelthos Therapeutics Inc. filed an 8-K disclosing Item 4.02 (Non-Reliance on Previously Issued Financial Statements or Related Audit Report). The filing provides no dollar amounts, specific restatement details, affected periods, or reasons for the restatement in the text provided. Only the filing header and metadata are present.

Chicago Atlantic BDC (LIEN, market cap ~$208M) reported Q2 2026 net investment income of $7.7M ($0.34/share), down from $10.0M ($0.44/share) in Q1 2026—a 23% sequential decline driven by lower investment income ($14.0M vs. $16.7M) despite stable expenses and zero non-accruals. Concurrently, LIEN announced an all-stock merger with affiliated REIT Chicago Atlantic Real Estate Finance (REFI), expected to close Q4 2026; REFI will convert to BDC status, and based on March 31, 2026 NAVs, REFI shareholders will own ~50.5% of the combined entity (pending final NAV-to-NAV exchange ratio calculation). The combined company will have ~$771M in portfolio investments and maintain LIEN's investment strategy focused on cannabis and niche middle-market lending.

Zenas received FDA acceptance of its Biologics License Application for obexelimab (CD19/Fc RIIb inhibitor) for IgG4-RD treatment with PDUFA target date May 27, 2027. Phase 3 INDIGO trial showed 56% reduction in flare risk vs. placebo (HR 0.44, p=0.0005), with 73.2% of patients remaining flare-free. Company has $673.9M cash as of June 30, 2026; projects runway through Q2 2029 assuming FDA approval milestone ($75M from Royalty Pharma) and debt facility draw ($75M from Pharmakon). Net loss Q2 2026 was $111.5M vs. $52.2M prior year; R&D expenses increased $19.9M to $62.9M.

Fermi Inc. signed a binding 15-year lease with TensorWave (first anchor customer) for 222 MW Phase 1 capacity, generating ~$6.5B total contract revenue, with expansion options to ~650 MW. The company appointed Lee McIntire as CEO, established strategic alliance with Hillcore Energy for 2.6 GW additional capacity, signed EPC partnerships with Primoris and TSK, and issued $431.25M of 5.00% convertible senior notes due 2031 (net proceeds $416.8M after $34.5M capped call cost) with conversion price ~$9.52/share and capped call strike at $14.64/share (100% premium, limiting dilution). Three Siemens F-class turbines arrived at Port of Houston; company targeting ~200 MW initial power within 6 months and 1.5 GW over 18-24 months.

Seven surety insurers (Berkshire, Zurich, Markel, Hartford, Euler Hermes, Western Surety, Federal Insurance) entered a Financial Assistance Agreement with Southland Holdings dated August 13, 2026 (effective October 1, 2025). The sureties committed an initial irrevocable $10M+ funding within 60 days, with discretionary additional funding thereafter at 4% annual interest. In return, sureties receive preferred stock equal to 50% of 'Expected Loss' (estimated cost to complete bonded projects), with remaining 50% as unsecured debt subject to forgiveness if projects complete within 20% of budget. Personal guarantors (Renda family, Winn) and 15+ Southland entities pledged substantially all collateral. Preferred shares are perpetual, non-voting, senior to all equity, with liquidation preference and mandatory redemption rights upon restructuring.

Rocket Lab Corporation entered into an Equity Distribution Agreement on August 13, 2026 with Deutsche Bank Securities Inc. and Wells Fargo Securities, LLC as agents, authorizing the issuance and sale of up to $1,944,369,826 in aggregate gross sales price of common stock. The agreement includes both standard at-the-market (ATM) sales and forward stock purchase transactions. Rocket Lab intends to use net proceeds to finance its pending acquisition of Iridium Communications Inc. (announced June 28, 2026 per Merger Agreement) and for general corporate purposes.

Venu Holding (via subsidiaries Notes Live Foundation and Sunset Operations) executed two lease agreements effective May 11, 2026: (1) a ground lease with Sunset Amphitheater LLC for an 8,000-seat amphitheater at Polaris Pointe, Colorado Springs, at $3.222M annual base rent plus 10% escalation every 5 years; (2) an operations lease with AEG Presents Rocky Mountains LLC granting exclusive rights to operate the venue. AEG pays per-ticket base rent (amount redacted) plus revenue sharing—Sunset receives [redacted]% of Venue Profits or bears [redacted]% of Venue Losses. Term commenced August 24, 2024; initial term and renewal options redacted. Landlords (Foundation/Sunset) retain certain event rights and sponsorship control; AEG maintains operational exclusivity within defined geographic radius.

Legence reported Q2 2026 revenues of $1.26 billion (110.7% YoY growth; 60% organic excluding $303.8M Bowers acquisition), with Adjusted EBITDA of $154.6M (114.1% YoY). The company raised FY2026 guidance: revenues to $4.7B–$4.8B (from $4.1B–$4.3B) and Adjusted EBITDA to $565M–$585M (from $470M–$490M). Backlog and awarded contracts reached $5.67B (104.6% YoY increase). However, GAAP net loss was $27.8M (vs. $5.3M loss in Q2 2025), driven by $41.1M in goodwill and long-lived asset impairments, and gross margin compressed to 17.4% from 21.5%.

In May 2026, Cellectar closed a registered direct offering raising ~$31.7M in net proceeds (upfront from ~$35M offering plus up to $105M in milestone-based securities) from institutional investors and management. Cash position grew from $13.2M (Dec 2025) to $34.0M (June 2026). Proceeds fund the Phase 3 confirmatory trial of iopofosine I-131 in Waldenström macroglobulinemia (WM); site activation began, first patient expected early 2027, NDA planned mid-2027 under FDA Accelerated Approval. Phase 2b CLOVER WaM data showed 87.5% ORR and 79.2% MRR in post-BTKi patients (n=24); Phase 1b CLR 125 (triple-negative breast cancer) enrollment initiated.

ADI Global Distribution completed its spin-off from Resideo on August 3, 2026, and began independent NYSE trading on August 4, 2026. Q2 2026 net revenue reached record $1,286 million (up 1% YoY), with net income of $6 million versus a net loss of $283 million in Q2 2025. The company reported gross margin of 22.7% (up 50 bps YoY), Adjusted EBITDA of $86 million (6.7% margin, down 9% YoY), and initiated standalone 2026 guidance: full-year net revenue $4.95-5.0 billion and Adjusted Standalone EBITDA $275-295 million. Post-spin liquidity includes ~$150 million cash and $500 million undrawn revolving credit facility.

On June 17, 2026, Indaptus completed a $12.0M private placement, issuing 20M shares at $0.60/share. Concurrently, the company discontinued enrollment and wound down all Decoy20 clinical studies, eliminating active clinical development programs. As of June 30, 2026, cash/investments totaled $11.6M ($7.6M cash + $4.0M short-term investments). R&D expenses fell 83% YoY to $0.4M (Q2), and net loss improved to $1.8M (Q2) vs. $5.2M prior year. The company is now evaluating strategic alternatives including research collaborations (newly begun in neurological disorders/sleep), potential acquisitions, or investments in other businesses.

Yesway reported Q2 2026 net income of $29.7M (vs. $24.2M prior year) and Adjusted EBITDA of $70.9M, up 35% YoY. The company raised full-year 2026 Adjusted EBITDA guidance from $210-220M to $235-245M. Performance driven by same-store fuel margin expansion to 52.6¢/gallon (up 27.4% YoY), inside merchandise margin expansion to 35.7% (up 50bps), and new store openings. The company operates 450 stores and expects to divest 29 Iowa/Kansas stores by year-end 2026.

Intuitive Machines reported Q2 2026 revenue of $206M (4× YoY), ended with $1.8B backlog (+$1.5B vs. YE 2025), and closed the Goonhilly Earth Station and COMSAT acquisition in August. Company booked $920M in Q2 awards plus $300M in Q3 YTD, signed $600M+ GEO satellite contract, won sixth CLPS lander mission, and expanded national security revenue from 3% to 30%. Cash position: $367M; full-year 2026 guidance: $900M–$1B revenue with positive Adjusted EBITDA. Company remains unprofitable (net loss $115.4M H1 2026) but significantly grew order book and diversified customer base.

MiNK Therapeutics reported initial Day 28 observations from its randomized Phase 2 trial (C-1300-02) of agenT-797 in acute lung injury in Ukraine: treated patients showed improved oxygenation, infection control, ventilator/vasopressor liberation, reduced inflammatory markers, and no major serious adverse events attributed to the drug. The company established a paid named-patient access program in Brazil through Orphan Drug Consulting, enabling per-patient physician requests for agenT-797 under Brazilian regulatory authorization, generating per-patient revenue. Cash position declined to $8.8M (June 30, 2026) from $13.4M (December 31, 2025); Q2 2026 net loss was $3.1M ($0.62/share).

IREN delivered Horizon 1 (50MW direct-to-chip liquid-cooled AI deployment) to Microsoft on August 13, 2026, and achieved NVIDIA Exemplar Cloud status on GB300 NVL72. This is the first of four 50MW units scheduled under Microsoft's $9.7bn five-year contract announced November 2025. IREN targets 480MW capacity by end-2026 and 1.2GW by end-2027.

Duke Robotics completed a $9.2M underwritten public offering (gross proceeds) and uplisted to Nasdaq in May 2026. The company received a purchase order from Israel Electric Corporation (IEC) in March 2026 expected to generate >$1M revenue in 2026 under expanded operations; separately, Elbit Systems received a new Bird of Prey weapons-drone order with 2026 deliveries expected, entitling Duke to royalties. New CEO Yiftach Kleinman appointed effective September 2026. Q2 2026 net loss was $726K (vs. $269K in Q2 2025); six-month net loss $1.647M (vs. $548K in 2025), driven by one-time professional fees and share-based compensation.

Elmet Group completed an upsized IPO on August 13, 2026, raising net proceeds of $125.4 million. Q2 2026 revenue reached $66.4M (up 35.2% YoY from $49.1M); gross margin expanded 430 basis points to 25.0%. Open order backlog increased 55% to $131.5M. However, Q2 GAAP net loss was $(4.5)M ($(0.16)/share) vs. prior-year profit of $1.2M ($0.06/share); adjusted EBITDA grew 57.9% to $8.9M.