Most material SEC filings — September 15, 2026

Rocket Lab Corporation agreed to acquire all outstanding common stock of Iridium Communications Inc. pursuant to a merger agreement dated June 28, 2026. Lenders consented to this transaction (the "Amendment No. 4 Transactions") on September 15, 2026, waiving the change-of-control default that would otherwise occur. Following closing, Iridium will be owned by Rocket Lab USA, Inc., a subsidiary of RKLB Corp. The consent fee to lenders is 0.50% of outstanding Term Loans; consenting lenders also receive their pro-rata share of consent fees. The amendment became effective September 15, 2026, pending satisfaction of closing conditions including acquisition consummation and delivery of a downstream guaranty from RKLB USA.

Lindblad Expeditions UK Ltd is acquiring 60% of White Desert Ltd (WDL Base Price $73.0M), 60% of PNR Airways Ltd (PNR Base Price $32.0M), and 42.86% of Echo Charlie Ltd (ECL Base Price $7.0M) from multiple sellers for an aggregate base consideration of approximately $112M, with completion payment adjusted for working capital, cash, indebtedness, and transaction costs. The buyer will also subscribe for additional ECL shares for $3.0M post-completion.

Forgent (NYSE: FPS) reported fiscal 2026 revenues of $1,420M (+89% YoY), net income of $106M (+508% YoY), and adjusted EBITDA of $323M (+91% YoY), all exceeding high-end guidance. Q4 FY2026 revenues reached $462M (+94% YoY) with record bookings of $1,503M (+375% YoY) and backlog of $3.0B (+256% YoY). The company announced a $35M incremental capacity expansion in Tijuana and initiated FY2027 guidance of $2,400–$2,600M revenues (+76% growth) and $575–$625M adjusted EBITDA (+86% growth).

Rocket Lab completed a $1.944 billion At-The-Market (ATM) equity offering, issuing 29.3 million shares, to secure cash consideration for its pending $1 billion+ acquisition of Iridium Communications. Simultaneously, Iridium amended its $1.775 billion term loan facility to permit the change of control and Rocket Lab terminated its $3.6 billion senior secured bridge facility, establishing permanent cost-effective financing backed by Iridium's free cash flow and a Rocket Lab parent guarantee. The Iridium acquisition is expected to close mid-2027, pending regulatory approvals.

Vera Therapeutics announced ORIGIN 3 final efficacy results for TRUTAKNA (atacicept-vymj) in IgA nephropathy: 428 patients showed placebo-adjusted eGFR stabilization of +5.6 mL/min/1.73m² at 52 weeks (p=0.0001) and 76% risk reduction in composite kidney disease progression (hazard ratio 0.24, p=0.0001). The company plans to submit a supplemental BLA in Q4 2026 for full FDA approval. Commercial momentum: 350+ patient start forms in first 10 weeks post-accelerated approval; cash position ~$499M plus $425M available via Oxford Facility.

Connect Biopharma announced positive topline results from a 160-patient Phase 2 study (Seabreeze STAT Asthma) of rademikibart for acute asthma exacerbations. The drug reduced treatment failure by 66% vs. placebo over 28 days (2.5% vs. 6.4% failure rate, p=0.153—not statistically significant due to lower-than-expected placebo failure rates) and showed statistically significant FEV1 improvement at Day 7 (250 mL vs. 120 mL, p=0.023). Safety was favorable; no new signals observed. Company plans to report Phase 2 COPD data later in September, then engage FDA on Phase 3 design.

Corteva's Board of Directors approved the previously announced separation of its seed business into Vylor Inc., a standalone publicly traded company. Shareholders of record as of September 24, 2026, will receive one Vylor share for each Corteva share held, via pro rata dividend on October 1, 2026 (tax-free to shareholders except fractional shares). Vylor will begin trading on NYSE under symbol VYLR; Corteva will continue as a pure-play agriculture company focused on crop protection and digital products.

Hub Group amended its $450M revolving credit facility (Sept 11, 2026) extending financial statement delivery deadlines to Nov 30, 2026 and allowing add-back of 2026 restatement costs to EBITDA. Patrick O'Donnell appointed CFO (effective post-restatement filing); Todd Heeter extended as interim CFO through Apr 2027 with consulting fee increasing to $175K/month Dec 1 and $1.25M retention bonus upon 10-K filing. Company reported preliminary H1 2026 operating loss (pre-one-time charges), $1.7–$1.8B revenue guidance, and expects Nasdaq delisting notice but plans appeal.

Rocket Pharmaceuticals announced FDA alignment on its Phase 2 pivotal trial of RP-A501 for Danon disease. The FDA confirmed a 12-patient pivotal efficacy population (with first 3 already enrolled at recalibrated dose of 3.8×10^13 GC/kg), cleared continued enrollment under modified protocol with optimized immunomodulatory regimen, and established 12-month co-primary endpoints (myocardial LAMP2 protein expression and 10% reduction in left ventricular mass index) intended to support accelerated approval. Company expects to complete remaining 9 patient dosing by mid-2027.

BlossomHill Therapeutics reported Phase 1/2 SOLARA trial data for BH-30643, a novel EGFR inhibitor, showing 45% objective response rate (18/40 patients) and 88% disease control rate (35/40) in EGFR C797S-positive NSCLC patients resistant to prior EGFR inhibitors. The drug demonstrated favorable safety with low dose-reduction rates (9%) and discontinuation rates (3%) among 174 patients at expansion doses. BH-30643 recently received FDA Fast Track designation; the company plans to initiate a Phase 2 study in Q1 2027.

Cheetah Net Supply Chain Service Inc. (NASDAQ: CTNT) entered into a Membership Interest Purchase Agreement on September 15, 2026, to acquire 100% of JoyPak Supply LLC from Newland Asset Management LLC (65% owner) and Redwing Capital LLC (35% owner) for $788,000 total cash consideration: $88,000 initial payment within 2 business days of signing, and $700,000 closing payment within 2 business days after closing. Closing expected within 4 weeks, subject to due diligence completion. JoyPak operates in consumer, beauty, personal care, and everyday-use product sales.

Quantum X Labs appointed Yossi Cohen, former Mossad Director (2016-2021) and current SoftBank strategic advisor, as President of its Scientific Advisory Board on September 15, 2026. Cohen will guide QXL's quantum computing, error correction, sensing, and cybersecurity roadmap, with focus on defense, aerospace, and critical infrastructure markets. No financial terms, equity grants, or compensation disclosed; this is a non-executive advisory role.