Paul_Laurent
Oct 27, 5:58 AM
🌅 4:00am ET Watchlist — October 27, 2026
$SNTI – Completed its restructuring transaction. Eligible holders receive CVRs tied to up to
$60M in SENTI-202 milestones, while the public company retains Rett Syndrome/TIL assets. However, 7.31M new shares were issued and
$16M of convertible notes are set to convert at
$0.342, creating major dilution.
$MKDW – Momentum-first AH runner with no clear fresh same-night catalyst. Landvision expanded MKDW into AI/IoT, but the deal was paid with 30M new shares, and an up to
$100M ATM remains outstanding.
$XXII – Expanded Pinnacle Pure from 4 to 6 SKUs, with new products expected to ship in December. Commercial traction is improving, but October share issuance pushed outstanding shares to roughly 19.2M, materially increasing dilution risk.
Potential multi-day runner:
$SAIQ ✅
