ZNTL
Zentalis Pharmaceuticals, Inc. Common Stock
stockNASDAQ

did one of these in the summer and a few people asked for the next round so here it is. Everything is under $10 and has an event the company itself has dated or guided inside roughly the next 3 months. If the company didn't say it, it's not on here. Quick thing first. All three PDUFAs this month land on a weekend. Nov 22 is a Sunday, Nov 28 is a Saturday, Dec 12 is a Saturday. FDA often acts on the business day before, so don't plan around Monday morning. The FDA dates SVRA (Savara), Nov 22. Molgramostim (Molbreevi) for autoimmune PAP. This was supposed to be Aug 22 and got pushed 3 months because FDA called their answers to info requests a major amendment. No safety or efficacy issue was cited, and that's the part I keep coming back to. Short interest is 31% of float which is a lot for a name going into a PDUFA. The catch is cash. Roughly $130M at end of September, call it 9 months at their burn. So approval or not I'd expect a raise at some point. PYPD (PolyPid), Nov 28. D-PLEX100 for preventing surgical site infections. Priority review. Their Phase 3 (SHIELD II) showed about a 60% relative risk reduction. Azurity has US rights and is talking early 2027 launch. Stock is already up 38% in 3 months so some of this is in the price. VNDA (Vanda), Dec 12. Imsidolimab for GPP (generalized pustular psoriasis). GEMINI-1 had 53% clear or almost clear at week 4 vs 13% on placebo. Spesolimab is the drug it gets compared to. Vanda is down about half this year which honestly makes the setup more interesting than the drug. Readouts guided for Q4 / year end SLS (Sellas). Hit the 80th event in the REGAL trial (GPS in AML) on Oct 28 and said topline comes this quarter. Stock dropped 18% that day which tells you how split people are. Overall survival endpoint, as binary as it gets. SI 29%. ANNX (Annexon). ARCHER II in geographic atrophy, 659 patients, Q4. The primary is stopping 15+ letter vision loss, which is a different bar than the approved GA drugs got through on. If it hits that's a real talking point. RGNX (Regenxbio). ATMOSPHERE and ASCENT with AbbVie, subretinal gene therapy in wet AMD, 1,200+ patients across both. Q4. Big partner, big trials, smallish stock. IMUX (Immunic). ENSURE-1 and ENSURE-2 in relapsing MS, 2,200 patients combined, guided by end of 2026. They already passed an interim futility look. Stock is down about half in 3 months so expectations aren't exactly high. Q3 report should be out any day, watch whether they repeat the timing. RZLT (Rezolute). upLIFT in tumor HI, small single arm study. 6 of the first 8 hit the primary at interim. But their congenital HI Phase 3 missed last December and people remember. H2 2026 guided. ACRS (Aclaris). Bosakitug (anti-TSLP) Phase 2 in atopic dermatitis, 109 patients, placebo controlled, Q4. Edge of the window, early 2027 AVIR (Atea). C-FORWARD in hep C. The North America trial already hit non-inferiority vs Epclusa in July, this is the second one, pushed from year end to early Q1 2027. Second trial after the first one already won is usually less drama. OLMA (Olema). OPERA-01, palazestrant in ER+/HER2- breast cancer, moved to Q1 2027 with enrollment done. 24% SI and down 68% this year. And CMPS isn't a readout, it's the rolling NDA for COMP360 in treatment resistant depression wrapping up this quarter. Slow burn one. What I'm avoiding Anything with a catalyst and no cash. DWTX has a Phase 2b readout guided for this quarter but had about $5M at end of September. That's 3 months. LGVN, SKYE and TVRD are all around 1 to 2 months of runway on their last filing and MBRX is basically zero. Good data and an offering the same morning is the most common way people lose money in this sector. Stuff that looked great on my list and wasn't EYPT showed up as a Q4 Phase 3 readout in wet AMD. Both trials already read out and missed, stock is down 97%. XFOR showed as Q4 too but the Phase 3 is now 2028. MPLT's schizophrenia Phase 2 was on my list and it already came out positive back in July. ZNTL was guided year end and quietly slid to first half 2027. So check the latest 10-Q or press release before you trust any calendar, including this one.