Jan. 13 at 9:39 AM
$NB $ALT $AKBA
NioCorp Developments Ltd.
NB is progressing through the right gates: final DoD-funded assay results are now feeding updated resource, reserve, and mine plans tied to Exim diligence. This is execution and de-risking, not promotion. Market strength reflects narrative validation, not a finished story.
Altimmune Inc.
ALT remains a regulatory-momentum name. FDA Breakthrough Therapy designation for pemvidutide strengthens strategic value, but price still requires technical confirmation. Next leg depends on Phase 3 clarity, partnership interest, or M&A — not social sentiment.
Akebia Therapeutics Inc.
AKBA is execution-dependent. Expanded Vafseo access and pipeline progress are positive, but the market is waiting for revenue proof, not pipeline optionality. This is a patience trade until commercial traction shows up in the numbers.
Bottom line:
All three stories are intact, NB is derisking, ALT is optionality, AKBA is execution. Price will follow milestones — not headlines.
