BHC
BAUSCH HEALTH COS INC
stock TSE

# [Analyze how the participants of the BSB 2026 stockpicking contest are doing so far](https://docs.google.com/spreadsheets/d/1wbluSfSxlanF5klcKoOuOmrLpndsaRzWlCujQUVPZTs/edit?usp=sharing)
**Monday:**
# Three Polaris Projects in Mexico Selected Under the Mixed Development Program - PIF.tse
>Polaris Renewable Energy (TSX: PIF) has advanced all three of its Mexico projects to final contract negotiation under CFE's Mixed Development Program, representing \~250 MW of solar capacity and 180+ MWh of battery storage. CFE selected \~8,000 MW total under the program, exceeding its 6,500 MW target. Definitive agreements, including 25-year PPAs, are expected by end of July 2026. Capital costs and construction timelines were not disclosed.
>
# NowVertical Secures USD $1.2m AI-Accelerated Data Modernisation Mandate with a Global Media and Telecoms Group - NOW.v
>NowVertical Group (TSX-V: NOW) signed a \~USD $1.2 million contract with the European division of an unnamed global media and telecoms group to migrate its reporting infrastructure from on-premises systems to Google Cloud Platform, expected to complete within fiscal 2026. The deal brings cumulative lifetime revenue from this client to $10 million by end of 2026, a relationship dating to Q4 2022. Gross margin terms were not disclosed beyond noting delivery aligns with company expectations.
**Tuesday:**
# Bausch Health, Canada Inc. and the pan-Canadian Pharmaceutical Alliance sign letter of intent for public drug plan coverage of (Pr)OKEDI for the treatment of schizophrenia - BHC.tse
>Bausch Health (NYSE/TSX: BHC) completed pCPA negotiations, securing a Letter of Intent for public drug plan coverage of PrOKEDI® (risperidone extended-release injectable) in Canada for schizophrenia treatment. The LOI precedes final Product Listing Agreements with provincial and territorial drug plans. Financial terms, pricing, and potential revenue impact were not disclosed.

**Wednesday:**
# TTGI Subsidiary Insentra Secures Third Consecutive Managed Services Renewal with an IBEX 35-Listed Global Infrastructure Group - TTGI.v
>Turnium Technology's (TSXV: TTGI) Insentra subsidiary renewed a 24-month managed services contract with an Australian operating unit of an unnamed IBEX 35-listed infrastructure group reporting €20B+ in revenue. The third consecutive renewal since 2021 expands scope to include Digital Employee Experience capabilities alongside existing Managed Citrix services across an AWS-hosted environment. Contract value was not disclosed.
# Gatekeeper Commences Upsized C$2.8M Transit Project in Oregon - GSI.v
>Gatekeeper Systems (TSX-V: GSI) upsized an Oregon transit agency contract to US$1.75 million (C$2.44M) from US$1.4 million, with majority revenue recognition expected in Q4 fiscal 2026 ending August 31. Annual recurring subscriptions increased to US$55,000+ from US$50,000 over an initial 5-year term, totaling \~C$0.4 million aggregate. The expanded scope adds 16TB video storage per vehicle and OEM factory installation through bus manufacturer GILLIG.

**Thursday:**
**X**


**Friday:**
# 49NORTH ANNOUNCES U.S. AIR FORCE CONTRACT RENEWAL - MDA.tse
>MDA Space's (TSX/NYSE: MDA) 49North subsidiary secured a US$43 million ceiling IDIQ contract from the U.S. Air Force for its Global Procedure Designer platform, running through June 2031 with an initial FY2026 funding obligation of \~US$4.7 million. The base year plus four option year agreement covers operations support, help desk, and software sustainment. The renewal extends a 25-year relationship, though actual contract value will depend on task order volumes under the IDIQ structure.

# [Analyze how the participants of the BSB 2026 stockpicking contest are doing so far](https://docs.google.com/spreadsheets/d/1wbluSfSxlanF5klcKoOuOmrLpndsaRzWlCujQUVPZTs/edit?usp=sharing)
**Monday:**
# Three Polaris Projects in Mexico Selected Under the Mixed Development Program - PIF.tse
>Polaris Renewable Energy (TSX: PIF) has advanced all three of its Mexico projects to final contract negotiation under CFE's Mixed Development Program, representing \~250 MW of solar capacity and 180+ MWh of battery storage. CFE selected \~8,000 MW total under the program, exceeding its 6,500 MW target. Definitive agreements, including 25-year PPAs, are expected by end of July 2026. Capital costs and construction timelines were not disclosed.
>
# NowVertical Secures USD $1.2m AI-Accelerated Data Modernisation Mandate with a Global Media and Telecoms Group - NOW.v
>NowVertical Group (TSX-V: NOW) signed a \~USD $1.2 million contract with the European division of an unnamed global media and telecoms group to migrate its reporting infrastructure from on-premises systems to Google Cloud Platform, expected to complete within fiscal 2026. The deal brings cumulative lifetime revenue from this client to $10 million by end of 2026, a relationship dating to Q4 2022. Gross margin terms were not disclosed beyond noting delivery aligns with company expectations.
**Tuesday:**
# Bausch Health, Canada Inc. and the pan-Canadian Pharmaceutical Alliance sign letter of intent for public drug plan coverage of (Pr)OKEDI for the treatment of schizophrenia - BHC.tse
>Bausch Health (NYSE/TSX: BHC) completed pCPA negotiations, securing a Letter of Intent for public drug plan coverage of PrOKEDI® (risperidone extended-release injectable) in Canada for schizophrenia treatment. The LOI precedes final Product Listing Agreements with provincial and territorial drug plans. Financial terms, pricing, and potential revenue impact were not disclosed.

**Wednesday:**
# TTGI Subsidiary Insentra Secures Third Consecutive Managed Services Renewal with an IBEX 35-Listed Global Infrastructure Group - TTGI.v
>Turnium Technology's (TSXV: TTGI) Insentra subsidiary renewed a 24-month managed services contract with an Australian operating unit of an unnamed IBEX 35-listed infrastructure group reporting €20B+ in revenue. The third consecutive renewal since 2021 expands scope to include Digital Employee Experience capabilities alongside existing Managed Citrix services across an AWS-hosted environment. Contract value was not disclosed.
# Gatekeeper Commences Upsized C$2.8M Transit Project in Oregon - GSI.v
>Gatekeeper Systems (TSX-V: GSI) upsized an Oregon transit agency contract to US$1.75 million (C$2.44M) from US$1.4 million, with majority revenue recognition expected in Q4 fiscal 2026 ending August 31. Annual recurring subscriptions increased to US$55,000+ from US$50,000 over an initial 5-year term, totaling \~C$0.4 million aggregate. The expanded scope adds 16TB video storage per vehicle and OEM factory installation through bus manufacturer GILLIG.

**Thursday:**
**X**


**Friday:**
# 49NORTH ANNOUNCES U.S. AIR FORCE CONTRACT RENEWAL - MDA.tse
>MDA Space's (TSX/NYSE: MDA) 49North subsidiary secured a US$43 million ceiling IDIQ contract from the U.S. Air Force for its Global Procedure Designer platform, running through June 2031 with an initial FY2026 funding obligation of \~US$4.7 million. The base year plus four option year agreement covers operations support, help desk, and software sustainment. The renewal extends a 25-year relationship, though actual contract value will depend on task order volumes under the IDIQ structure.