Core Insights - TransCode Therapeutics, Inc. has announced a collaboration with Quantum Leap Healthcare Collaborative to evaluate its lead therapeutic candidate TTX-MC138 in the PRE-I-SPY clinical trial platform [1][2] Group 1: Clinical Trial Details - The PRE-I-SPY program will include TTX-MC138 in a Phase 2a dose-expansion clinical trial, enrolling up to 45 patients with colorectal cancer who are ctDNA positive after standard therapy [2][3] - The Phase 2a trial is set to begin in the first half of 2026 and will be led by Dr. Paula Pohlmann from MD Anderson Cancer Center [2] Group 2: Therapeutic Potential - The trial aims to assess the biological and clinical activity of TTX-MC138 in the Minimal Residual Disease (MRD) setting, targeting patients with a high risk of recurrence [3][4] - TTX-MC138 is designed to inhibit microRNA-10b, which is believed to play a critical role in the progression of metastatic cancers [5][6] Group 3: Company Background - TransCode Therapeutics is focused on developing immuno-oncology and RNA therapeutic treatments for high-risk and advanced cancers, with TTX-MC138 being its lead candidate [6] - The company has a portfolio of first-in-class therapeutic candidates aimed at mobilizing the immune system to combat cancer cells [6] Group 4: Collaborative Efforts - Quantum Leap Healthcare Collaborative sponsors the I-SPY Trials, which aim to rapidly screen promising treatments and identify effective therapies for specific patient subgroups [7][8] - The collaboration aims to accelerate the evaluation of TTX-MC138, with the goal of advancing effective and less toxic precision therapies into later trial phases [4][8]

Core Insights - TransCode Therapeutics has appointed Dr. Michel Janicot as Senior Development Officer to enhance its oncology pipeline and drug development efforts [1][3] - Dr. Janicot brings over 35 years of experience in pharmaceutical research and drug development, particularly in oncology [1][2] - The company focuses on innovative RNA-based therapies for advanced malignancies, with lead candidates TTX-MC138 and Seviprotimut-L targeting metastatic and recurrent cancers [1][5] Company Overview - TransCode Therapeutics specializes in immuno-oncology and targeted cancer therapies, aiming to treat advanced malignancies [5] - The lead therapeutic candidate, TTX-MC138, targets metastatic tumors that overexpress microRNA-10b, a known biomarker for metastasis [5] - The company has a portfolio of first-in-class therapeutic candidates designed to activate the immune system against cancer cells [5] Leadership and Expertise - Dr. Janicot has a Ph.D. in Biochemistry and has held senior leadership roles in major pharmaceutical companies, including Janssen Pharmaceutica [1][4] - He has founded a consulting firm and co-founded a nonprofit focused on pediatric oncology drug development, showcasing his commitment to advancing cancer therapies [2][4] - His role at TransCode will involve supporting strategic R&D initiatives and clinical development strategies for investigational oncology programs [3][4]

Core Insights - Evaxion Biotech A/S (NASDAQ:EVAX) has a target price of -0.34, which is 104.29% below its current market price of 7.84, indicating a pessimistic outlook from analysts [1][3][5] - TransCode Therapeutics, Inc. (RNAZ) has a current stock price of 14.28 and a target price of 16.21, suggesting a growth potential of 13.52%, positioning it as a more favorable investment opportunity compared to EVAX [2][4][5] Company Analysis - The significant gap between EVAX's target and market prices raises concerns about its future performance and may impact investor confidence [3][5] - RNAZ's positive target price change reflects confidence in its growth prospects, making it an attractive option for investors in the biotech sector [4][5]

Core Viewpoint - Changjiang Life Sciences (00775) shares rose over 7% following the announcement of a significant transaction involving the sale of ABCJ, LLC to TransCode Therapeutics, Inc. for $125 million, which will enhance its stake in RNAZ [1] Group 1: Transaction Details - Changjiang Life Sciences announced the sale of 100% equity in ABCJ, LLC to TransCode Therapeutics, Inc. for $125 million, to be paid through the issuance of 83,285 common shares and 1,153 Series A preferred shares [1] - The company will also purchase 223.73 shares of Series B preferred stock from RNAZ for a total consideration of $25 million [1] - Following the issuance of common shares, Changjiang Life Sciences will hold 9.1% of common stock in RNAZ, which will increase to 90.7% after the full conversion of preferred shares [1] Group 2: Business Implications - The transaction will result in the merger of Polynoma, a wholly-owned subsidiary of ABCJ, LLC, with RNAZ's operations [1] - Polynoma's flagship therapeutic candidate, seviprotimut-L, is a cancer vaccine targeting melanoma, while RNAZ's product line includes its flagship candidate TTX-MC138 and several other candidates in preclinical stages [1] - The combined business will possess a diverse range of therapeutic products, including Polynoma's flagship candidate entering Phase III trials [1]

Core Viewpoint - The transaction involves the sale of 100% equity interest in ABCJ, LLC, a subsidiary of Changjiang Life Sciences Technology, to TransCode Therapeutics, Inc. for a total consideration of $125 million, with additional milestone payments potentially reaching $95 million [1][2]. Group 1: Transaction Details - The seller, through its indirect wholly-owned subsidiary DEFJ, LLC, will sell 100% of the issued equity of the target company for $125 million, payable through the issuance of shares by the buyer [1]. - The buyer will also pay milestone payments up to $95 million upon achieving certain milestones [1]. - An investment agreement will see the seller purchase preferred shares from the buyer for approximately $25 million [1]. Group 2: Target Company Overview - The target company, ABCJ, LLC, owns 100% of Polynoma, which focuses on the research, production, and commercialization of treatments for melanoma [2]. - Polynoma's flagship candidate, seviprotimut-L, is a proprietary multi-valent melanoma cancer vaccine [2]. - Post-transaction, the target company will no longer be a subsidiary of the seller, and its financial performance will not be consolidated into the seller's accounts [2]. Group 3: Strategic Implications - The merger is expected to create synergies between Polynoma and the buyer's product line, which addresses metastatic cancer, a significant unmet need in oncology [2]. - The buyer's product portfolio includes TTX-MC138, currently in Phase I/II clinical trials, and other preclinical candidates [2]. - Being a Nasdaq-listed entity, the buyer will enhance market exposure for seviprotimut-L and improve fundraising capabilities [3].

FedEx Corporation - FedEx Corporation reported better-than-expected financial results for the first quarter of fiscal 2026, leading to a sharp rise in its shares by 4.8% to $237.50 in pre-market trading [1] - The company expects revenue growth of 4% to 6% year-over-year for fiscal 2026 and reaffirmed plans for permanent cost reductions of $1 billion through structural cost reductions and the advancement of Network 2.0 [1] AGM Group Holdings Inc. - AGM Group Holdings Inc. saw its shares gain 111.6% to $4.72 after announcing the sale of its subsidiary Nanjing Lucun Semiconductor Co. Ltd. for $57.45 million [5] Other Notable Gainers - AlphaVest Acquisition Corp increased by 71.4% to $25.90 [5] - 22nd Century Group, Inc. rose 45.5% to $2.56 after repaying $3.9 million of its senior secured debt [5] - Millennium Group International Holdings Limited jumped 29.1% to $3.15 [5] - Robo.ai Inc. gained 25.1% to $2.44 following an investment announcement [5] - Adaptimmune Therapeutics plc surged 23.4% to $0.1993 after a significant increase the previous day [5] - Sow Good Inc. rose 19.3% to $1.15 [5] - Asset Entities Inc. increased by 11.8% to $4.27 [5] Notable Losers - CEVA, Inc. fell 8.2% to $28.51 after a previous gain [5] - Reviva Pharmaceuticals Holdings, Inc. dipped 28.8% to $0.2987 following a public offering announcement [5] - AtlasClear Holdings, Inc. shares decreased by 12% to $1.03 after securing financing [5] - Fathom Holdings Inc. declined 10.8% to $2.14 after announcing a proposed stock offering [5] - AquaBounty Technologies Inc. fell 10.3% to $1.33 after regaining Nasdaq compliance [5] - Scholastic Corp dropped 10.3% to $24.70 after reporting disappointing financial results [5] - Lennar Corp fell 2.8% to $129.17 after posting weaker-than-expected third-quarter results, with adjusted earnings of $2 per share, missing the consensus estimate of $2.10 [5]

Core Viewpoint - TransCode Therapeutics Inc. (RNAZ) has received an upgrade to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive outlook for the company's stock price [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [2][4]. - Rising earnings estimates for TransCode Therapeutics suggest an improvement in the company's underlying business, likely leading to increased stock prices [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - The upgrade of TransCode Therapeutics to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions - For the fiscal year ending December 2025, TransCode Therapeutics is expected to earn -$1.63 per share, reflecting a 96.5% change from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for TransCode has increased by 62.7%, highlighting a positive trend in earnings estimates [8].

Core Insights - TransCode Therapeutics has initiated treatment for the first patient in Cohort 4 of its Phase I clinical trial for TTX-MC138, a therapeutic candidate targeting microRNA-10b, which is associated with metastatic cancer [1][3] - The trial has shown no significant safety or dose-limiting toxicities among the ten patients treated so far, with seven remaining on study for continued treatment [2][8] - The ongoing analysis of pharmacokinetic and pharmacodynamic data suggests that TTX-MC138 aligns with preclinical results, indicating a promising safety profile [2][4] Company Overview - TransCode Therapeutics is focused on developing RNA therapeutics to treat metastatic diseases, utilizing its proprietary TTX nanoparticle platform [7] - TTX-MC138 is the lead candidate designed to inhibit microRNA-10b, which is believed to drive metastatic disease [4][7] - The company aims to address challenges in RNA delivery to unlock therapeutic access to various genetic targets relevant for cancer treatment [9] Clinical Trial Details - The Phase 1 clinical trial is a multicenter, open-label, dose-escalation and dose-expansion study aimed at evaluating the safety and tolerability of TTX-MC138 in patients with metastatic solid cancers [5] - The trial consists of an initial dose-escalation phase followed by a dose-expansion phase, with the primary objective of assessing safety and tolerability [5] - Cohort 4's treatment is expected to provide insights for dose expansion and initial evidence of clinical activity as the trial progresses [3][5]