Next Weekly Update: June 12

This Weekly Update: June 5

Number of holdings: 12

Summary: No trades/changes in 3 weeks.

Noteworthy News:

  • GLSI presented FLAMINGO-01 Phase III open label data at ASCO and finally filed their late 10Q.

  • MDNAF presented neo-cyt potential in melanoma treatment prior to surgery at ASCO.

  • VSTM announced the FDA granted fast track designation for VS-7375 in NSCLC.

These weekly developments may fluctuate based on market action, while the catalyst calendar below tracks my expected long-term structural roadmap.

GLSI (15.5%) TSHA (13.3%) DFTX (11.1%) IMMX (9.8%) KYTX (8.5%) HROW (7.8%) VSTM (7.5%) VLTLF (6.9%) CNVIF (5.2%) TENX (5.2%) MDNAF (4.7%) LUCD (4.5%)

Note for mobile users: This calendar is best viewed in horizontal (landscape) orientation.

Portfolio catalyst calendar

Verified events — May 2026 through 1H 2027

Done Date Position Catalyst Impact
May 28, 2026 MDNAF Offering closes ($0.50/unit, units include warrants at $0.65) Dilution magnitude locked in
End H1 2026 (now) TSHA REVEAL Part A 12-month follow-up data (all 12 patients) Durability of 100% response
June 2026 VLTLF First ton commercial sale execution at Select Texas site Validates commercial revenue inflection
Q2 2026 TSHA REVEAL Pivotal dosing completion Starts 6-month follow-up clock
Q2 2026 TSHA ASPIRE dosing completion (3 patients age 2 to <4) Supports broad label ≥2 years
Q2 2026 VSTM RAMP 205 expansion cohort update (1L PDAC) PDAC thesis validation
Late Q2 2026 (June) DFTX EMERGE Phase 3 topline (DT120 ODT in MDD) Biggest near-term binary
Mid-2026 DFTX Ascend Phase 3 initiation (second MDD trial) Expands MDD program
Anytime 1H 2026 VSTM VS-7375 TARGET-D 101 expansion cohort data KRAS G12D validation
Early Q3 2026 DFTX Voyage Phase 3 topline (DT120 ODT in GAD, 214 pts) Second DFTX Phase 3
Q3 2026 IMMX NEXICART-2 topline (40-pt BLA-enabling, AL amyloidosis) BLA-enabling, first FDA tx
Q3 2026 TENX LEVEL Phase 3 topline (230-pt PH-HFpEF, TNX-103) $50 target trigger
Late Q3 2026 DFTX Panorama Phase 3 topline (DT120 ODT in GAD, 200 pts) Third DFTX Phase 3
Q3 2026 DFTX DT402 ASD Phase 2a initial data Pipeline expansion validation
2H 2026 MDNAF MDNA11 expanded clinical data (IL-2 Superkine) IL-2 thesis validation, M&A trigger
2H 2026 KYTX Phase 2 gMG longer-term follow-up data (1-year+) Supports gMG Phase 3 thesis
2H 2026 IMMX BLA submission for NXC-201 (after topline) Approval countdown begins
2H 2026 CNVIF US commercial launch (HiLight intravascular imaging) Revenue ramp + M&A visibility
2H 2026 LUCD Medicare LCD decision (timing TBD) 2-3x stock catalyst per thesis
Late 2026 VLTLF Strategic JV updates and formal NASDAQ uplisting targets Uplisting visibility and institutional access
Sept 30, 2026 GLSI Insider lock-up expiration (leak-out plan begins) Share dynamics shift
Q4 2026 KYTX SPS BLA rolling submission completion Priority Review countdown
Q4 2026 TSHA PPQ manufacturing campaign completion BLA-enabling milestone
Q4 2026 / Q1 2027 TSHA REVEAL 6-month Pivotal interim (BLA-supporting) Big TSHA binary
Q4 2026 / Q1 2027 GLSI 14-event interim analysis (FLAMINGO-01) Biggest portfolio catalyst
Q1 2027 TSHA BLA submission (post 6-month interim) FDA review begins
Q1 2027 DFTX NDA submission for DT120 ODT (assuming positive Phase 3s) Commercial pathway opens
Q1 / Q2 2027 KYTX Potential SPS approval (Priority Review timeline) Commercial revenue begins
Q1 / Q2 2027 IMMX FDA action / Priority Review on NXC-201 BLA Pre-approval re-rate
1H 2027 VSTM VS-7375 registrational Phase 2 initiation (PDAC, NSCLC, CRC) Locks registrational path
Mid-2027 VSTM RAMP 301 Phase 3 topline (recurrent LGSOC) Major VSTM binary
Ongoing HROW Quarterly commercial revenue + M&A optionality Tripling thesis progression
Ongoing VSTM AVMAPKI FAKZYNJA commercial sales (LGSOC) 50%+ QoQ growth confirmed
Ongoing GLSI Event accumulation updates (toward 14 events) Triggers interim analysis
Highlighted rows = top portfolio-impact catalysts Compiled May 18, 2026 — verified against company SEC filings