Most material SEC filings — September 4, 2026

The FDA approved ZANVASTRO (zilganersen) for Alexander disease in pediatric and adult patients on September 3, 2026, marking Ionis' first independent launch from its neurology pipeline and second independent launch this year. The drug met its primary endpoint, demonstrating statistically significant 33.3% stabilization of gait speed (p=0.041) at Week 61 in patients ≥5 years; it also showed improvement in gross motor function in patients 2–4 years old. Ionis received a Priority Review Voucher (PRV) with approval; in June 2026, Recordati obtained exclusive commercialization rights outside the U.S., with European and Japanese regulatory submissions expected in 2027.

On September 3, 2026, USA Rare Earth completed its merger with Serra Verde Rare Earths Ltd., issuing 126,849,307 common shares and $300 million cash as purchase consideration. The merger creates an integrated rare earth and permanent magnet platform combining Serra Verde's Brazilian upstream heavy rare earth operation with USAR's processing and magnet-making capabilities. The transaction also involved DFC warrant conversions (extinguishing $100M Incremental Loan), registration rights grants to 17 shareholders, and a board seat for VB (Rare Earths) Limited when it holds ≥5% beneficial ownership.