Most material SEC filings — September 29, 2026

CID Holdco (market cap $7.2M) agreed on September 25, 2026 to acquire 100% of Envoy Technologies, Inc. from BladeRanger Ltd. (which owns 135 shares, 100% pre-conversion). Consideration: 10,833,333 shares valued at $65M ($6/share reference price)—233,543 common shares and 8,433,123 Series C Preferred shares to BladeRanger; 2,166,667 Series C Preferred to a convertible noteholder (subject to joinder). Series C converts post-shareholder approval, subject to 19.99% blocker. Envoy holds a $12.5M convertible note convertible to 20% equity pre-closing.

Immix announced interim Phase 2 results for NXC-201 (CAR-T therapy) in relapsed/refractory AL Amyloidosis across 45 patients: 89% complete response rate (40/45), with all 25 new patients either in CR or MRD-negative; 4 additional MRD-negative patients could push CR rate to 98% (44/45) if confirmed. No relapses, neurotoxicity, or enterocolitis observed. Final readout and BLA submission planned mid-2027.

Uranium Energy Corp reported fiscal 2026 results showing Q4 production of 82,744 pounds (up 157% from Q3), with total cash cost per pound of $30.01 and total cost per pound of $36.54. Full-year fiscal 2026 production totaled 229,294 pounds at $34.24 cash cost per pound. The company sold 400,000 pounds at weighted average realized price of $93.13/lb, generating $37.3M revenue and $16.9M gross profit. Key catalysts: Burke Hollow (first full mine to start production in U.S. in 10+ years) produced 17,352 pounds in first quarter; Christensen Ranch production doubled to 65,392 pounds with cost per pound down 35%; balance sheet shows $753M liquid assets (including $495M cash) with zero debt; NNSA indicated need for 4M pounds/year unobligated U.S.-origin uranium by 2030; subsidiary URC advancing uranium conversion facility toward Class IV cost estimate by mid-2027.

Iovance Biotherapeutics raised full-year 2026 revenue guidance from $350–370M to $410–420M (midpoint +$55M, ~15% increase), driven by strong U.S. demand for Amtagvi (lifileucel) and Proleukin. The company reported record Q2 2026 product revenue of $99.3M and expanded its authorized treatment center network to ~100 centers with plans for ≥110 by year-end 2026; the raised guidance implies ~60% annual revenue growth.

JELD-WEN secured commitment from 94.5% of 2027 Notes holders (4.875% Senior Notes) and 72.2% of 2028 Term Loan lenders to extend maturities to 2031 and raise $135M new debt. The refinancing addresses near-term maturity wall, extends runway through 2031, and provides liquidity to support execution of operational transformation (cost reduction, footprint rationalization) and cyclical housing recovery. Exchange offers to all noteholders/lenders expected in coming weeks.

Invivyd announced positive topline results from the LIBERTY Phase 3 study (N=210, 1:1:1 randomization) comparing VYD2311 (250 mg single dose) to mRNA COVID-19 vaccine (Comirnaty) and combination therapy. VYD2311 monotherapy demonstrated statistically superior safety/tolerability: 56.5% vs. 91.4% adverse events at 6 days (p<0.0001); 44.1% vs. 68.1% systemic AEs (p=0.008); 60.9% vs. 91.4% at 56 days (p<0.0001). VYD2311+mRNA combination showed 2.5× higher neutralizing titers with no immunologic interference. Company plans BLA submission via FDA Accelerated Approval pathway; DECLARATION pivotal trial safety/immunogenicity data expected October 2026; clinical efficacy data to remain blinded post-approval pending event accrual.

Stewards, Inc. (OTC: SWRD) agreed to purchase 100% membership interests in two entities owning a mixed-use Pompano Beach property (Envy Pompano Beach) for $90M. Purchase price: $1.5M deposit (satisfied by prior loans), ~$44.6M existing debt assumption, ~$43.9M in Stewards common stock ($3/share: ~14.6M shares at closing plus 7M escrowed shares at $3/share=$21M), and LoanCore loan ~$47.5M. Sellers (Envy Development PB LLC, The Myelin Group LLC, and individual owners) to receive required monthly $3M redemption payments starting October 2026 for escrowed shares; $5.5M annual liquidated damages (up to $33M total) if Issuer delists from Nasdaq. Closing targeted September 23, 2026.

Cartesian announced positive retreatment data for Descartes-08 in 5 myasthenia gravis patients who initially responded to treatment 16.6 months prior. Retreated patients achieved mean MG-ADL reduction of 6.6 points at Month 12 with no new safety signals; Phase 3 AURORA topline results expected Q1 2027.