Core Viewpoint - Defence Therapeutics Inc. is enhancing its collaboration with Canadian Nuclear Laboratories to accelerate its radiopharmaceutical program, which is a key part of its strategy to develop effective cancer therapies [1][5]. Group 1: Collaboration and Program Development - Defence has been working with CNL on an Accum®-enhanced radio-immunoconjugate program, which is nearing a critical stage for candidate selection and preparation for first-in-human clinical studies [2]. - The collaboration is expanding to include multiple other radioisotope programs utilizing Defence's proprietary Accum®, allowing for rapid expansion of its radiopharmaceutical portfolio [3]. Group 2: Technology and Efficacy - Radiopharmaceutical therapies require precise intracellular and nuclear localization to maximize efficacy, which Defence's Accum® platform facilitates by enabling active transport to the cell nucleus [4]. - This technology aims to enhance the potency of targeted radiotherapies while reducing toxicity, thereby improving treatment outcomes for cancer patients [4]. Group 3: Strategic Importance - The collaboration with CNL is described as a cornerstone of Defence's radiopharmaceutical strategy, positioning it alongside the company's antibody-drug conjugate (ADC) program as a top development priority [5]. - The partnership leverages CNL's nuclear science expertise to advance Defence's proprietary pipeline in radiopharmaceuticals, aiming to transform advanced biologics into safer, more effective cancer therapies [5].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 26, 2026 Solo Brands, Inc. (Exact Name of Registrant as Specified in its Charter) Commission File Number 001-40979 Delaware 87-1360865 State or Other Jurisdiction of Incorporation or Organization 1001 Mustang Dr. Grapevine, TX 76051 Address of Principal Executive Offices Zip Code I.R.S. ...

Core Perspective - Defence Therapeutics Inc. is evolving its corporate positioning to focus on its proprietary Accum® platform, aimed at enhancing intracellular drug delivery for cancer treatments [1][2][4] Group 1: Company Strategy - The company is prioritizing the Accum® platform through a dual strategy that combines internal R&D programs with strategic partnerships in the biotech and pharmaceutical sectors [3][4] - Accum® is designed to improve cellular uptake and payload release, increasing therapeutic potency at lower doses while potentially reducing toxicity [2][3] Group 2: Commitment to Precision Oncology - Defence Therapeutics aims to transform therapies traditionally used in later lines into safer, more effective first-line treatment options [3] - The company emphasizes collaboration and the translation of cutting-edge science into life-changing treatments, with a business model focused on generating scalable value for partners and long-term value for shareholders [4][5]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Viewpoint - Metalsource Mining, Inc. has achieved DTC eligibility, enhancing its market presence and liquidity in the U.S. investment community [1][2][3] Group 1: DTC Eligibility - DTC eligibility streamlines trading processes, allowing for faster settlement and simplified electronic transfers [2] - This milestone broadens access to U.S. brokerage firms and investors, improving overall liquidity [2][3] Group 2: Company Strategy - The CEO emphasized that achieving DTC eligibility is a significant step in expanding visibility and accessibility to the U.S. investment community [3] - The company aims to advance and develop its silver-focused assets in North Carolina as part of its long-term strategy [3] Group 3: Company Overview - Metalsource Mining is a Canadian mineral exploration company focused on advancing high-potential mineral assets through systematic exploration and value-driven discovery [4]

Core Insights - Defence Therapeutics Inc. has established its inaugural Scientific Advisory Board (SAB) to enhance its Accum®-Antibody drug conjugate (ADC) program, which has shown significant laboratory validation results [2][3][9] Group 1: Scientific Advisory Board Formation - The SAB consists of experts Rob Leanna, Danny Chui, and Brendan Hussey, who will provide scientific, technical, and strategic guidance for the company's programs [2][4] - The formation of the SAB aims to strengthen Defence's scientific foundation and support disciplined decision-making as the company advances its Accum® platform [9] Group 2: Accum®-Antibody Drug Conjugate Program - Defence's Accum®-ADC program has achieved laboratory validations, indicating a notable increase in intracellular accumulation and improved efficacy [3] - The SAB will help shape the direction and scientific priorities of the Accum®-enabled ADC programs as they progress towards clinical development [3][9] Group 3: Expertise of SAB Members - Rob Leanna brings extensive experience in ADC and drug-linker chemistry, having previously led development and regulatory strategy at AbbVie Inc. [5] - Danny Chui has over 20 years of experience in therapeutic antibody discovery and ADC development, contributing expertise in antibody engineering and preclinical pharmacology [6] - Brendan Hussey, with a background in biotechnology and investment banking, will align Defence's platform with market opportunities and partner expectations [7] Group 4: Company Overview - Defence Therapeutics is focused on engineering next-generation ADC products using its proprietary Accum® technology, which enhances the precision delivery of biologics [10] - The Accum® platform aims to improve efficacy and potency for biologics, thereby expanding patient access and market opportunities [10]

Core Insights - Defence Therapeutics Inc. has announced the conversion of its 8% convertible debentures into common shares, totaling 2,607,600 shares upon maturity on November 16, 2025 [1][2] Group 1: Financial Details - The principal amount of $1,476,000 was converted into 2,460,000 shares at a conversion price of $0.60 per share [2] - An aggregate amount of $118,080 of accrued interests was converted into 147,600 shares at $0.80 per share, bringing the total conversion value to $1,594,080 [2] Group 2: Company Overview - Defence Therapeutics is a publicly-traded biotechnology company focused on developing next-generation antibody-drug conjugates (ADCs) using its proprietary ACCUM® technology [3] - The ACCUM® technology allows for precision delivery of ADCs to target cells, enhancing efficacy and potency against cancer [3]

Summary of Solo Brands Conference Call Company Overview - **Company Name**: Solo Brands - **Ticker Symbol**: SBDS - **Key Brands**: Solo Stove and Chubbies account for 90% of revenue, with water sports brands Isle and Oru Kayak making up the remaining 10% [1][4][3] Financial Performance - **Last Twelve Months (LTM) Revenue**: Approximately $366 million [4] - **EBITDA**: Approximately $15 million [4] - **Employee Count**: Roughly 400 [4] - **Revenue Decline**: From $94 million last year to $53 million this year, with a significant portion attributed to Solo Stove [26] Challenges Faced - **Excessive Cost Structure**: Previous management over-expanded infrastructure without corresponding sales growth, leading to a mismatch between costs and revenues [7][8] - **Inventory Issues**: Retailers were left with excessive inventory due to aggressive promotions that undercut them, resulting in strained relationships [8][17] - **Debt Concerns**: The company faced a significant debt load of $250 million against a low EBITDA, leading to a "going concern" disclaimer from auditors [24][25] Strategic Changes Implemented - **Cost Reduction**: Achieved a 36% reduction in SG&A expenses year-over-year [13] - **Debt Refinancing**: Successfully refinanced debt through June 2028, providing necessary runway [24] - **Marketing Effectiveness**: Shifted focus from high marketing spend to more effective strategies, reducing marketing expenses significantly [12][20] - **Product Innovation**: Increased investment in product development while cutting back on marketing, leading to new product launches [11][32] Product Development and Innovation - **New Products**: Launched innovative products like the Summit 24 smokeless fire pit and the Infinity Flame propane fire pit, which have received positive market responses [38][41] - **Market Positioning**: Focused on maintaining premium brand status while expanding into new categories [37][41] Retail and DTC Strategy - **Retail Partnerships**: Emphasized the importance of aligning with retail partners to ensure mutual success and avoid inventory issues [18][19] - **DTC Sales**: DTC sales have declined due to reduced promotions, but the company aims to improve this channel [17][31] Future Outlook - **Holiday Season Expectations**: Anticipates that 30% of annual revenue will come from the holiday season, with a strong pipeline of products for 2026 [48] - **International Expansion**: Currently, 10% of sales are from international markets, with plans to increase this to 25-30% [52] Additional Insights - **NPS Scores**: Solo Stove has an NPS score of 73, indicating strong customer loyalty [5] - **Tariff Impact**: The company has navigated tariff challenges by diversifying its supply chain, moving production to Southeast Asia and Mexico [53][54] This summary encapsulates the key points discussed during the conference call, highlighting the company's current status, challenges, strategic initiatives, and future outlook.

Core Insights - Edge Total Intelligence Inc. (edgeTI) is collaborating with Austal USA and Sabel Systems to showcase AI-powered Digital Twin capabilities at the Defense TechConnect Innovation Summit (DTC) 2025 [1][2] - The event will take place from November 19th to 21st at the Gaylord National Hotel & Convention Center, focusing on national defense strategy and naval shipbuilding advancements [1][7] Company Overview - EdgeTI specializes in real-time digital operations and decision intelligence solutions, aiming to help enterprises, service providers, and governments enhance their operational capabilities [8] - The company's edgeCore™ platform integrates multiple software applications and data sources into immersive digital twins, providing decision-makers with clarity and agility [8] Event Details - The Digital Twin Pavilion will feature production-ready solutions addressing various topics, including contested logistics, supply chain resilience, and cyber situational awareness [3][4] - Expert panels and sessions will be held to discuss leveraging AI-driven technologies for enhancing public shipyard and depot operations [5][6] Industry Context - The Defense TechConnect Innovation Summit unites the innovation community with the U.S. Department of Defense, focusing on national security and societal advancement [6] - The event has been running for 13 years and aims to accelerate technology solutions for military and national security challenges [7]

Core Insights - Solo Brands, Inc. will participate in the 17th Annual Southwest IDEAS Investor Conference on November 19, 2025, showcasing its portfolio of lifestyle brands [1][2] - The company will conduct one-on-one investor meetings and a live presentation scheduled from 2:40-3:15 PM CT [2] - Key executives attending include CEO John Larson, CFO Laura Coffey, and Senior Director Mark Anderson [2] Company Overview - Solo Brands is headquartered in Grapevine, TX, and operates as an omnichannel lifestyle brand company [3] - The company offers innovative products through five lifestyle brands: Solo Stove, TerraFlame, Chubbies, ISLE, and Oru Kayak [3] - Product offerings include firepits, stoves, casual apparel, paddle boards, and origami folding kayaks [3]