Feb. 15 at 7:13 PM
Watch List 02.16.26:
I like
$ADAG here. Lead antibody plus Keytruda has FDA Fast Track in MSS colorectal cancer and an update promised Q1! ~
$74.5M runway into late 2027. Licensing deals. One to watch.
Primary swing hold
$NWGL . Showing real revenue, a shift to profitability, and touchy price action for weeks now. Holding with conviction for a lotto move.
I’ve been researching
$ALT as an obesity/MASH dual play. Seems to have momentum. Pemvidutide breakthrough Therapy designation in January. Multiple Phase 2’s, lots of potential headlines. No position yet, still calculating entry.
$AMC deeply beaten-down but the operating trend looks way better than the stock. Q3 revenue beat, strongest 4Q box office in 6 years. Hitting record lows here, could be a trade here on recovery alone and if memes return I won’t want to be left out. No position, no fomo. High watch though.
