Company Updates - Bolt Projects Holdings Inc (NASDAQ:BSLK) announced preliminary fiscal 2025 results and updated its fiscal 2026 guidance, raising its FY2026 sales guidance from $9.000 million to $11.000 million, with fourth-quarter sales projected at $2.700 million [1] - Shares of Bolt Projects Holdings rose 28.2% to $1.73 in pre-market trading following the announcement [1] Market Movements - Republic Power Group Limited (NASDAQ:RPGL) surged 81.4% to $0.4777 in pre-market trading [4] - Fitell Corp (NASDAQ:FTEL) rose 42.3% to $1.04 after announcing an interim dividend and shareholder loyalty program [4] - Antelope Enterprise Holdings Ltd (NASDAQ:AEHL) increased by 38% to $1.78 after a previous decline of 12% [4] - DigitalBridge Group Inc (NYSE:DBRG) gained 36.7% to $19.00 following reports of SoftBank nearing a deal for the company [4] - Davis Commodities Ltd (NASDAQ:DTCK) rose 16.8% to $0.46 after reporting revenue of $95 million for the six months ending June 30, up 42.1% from $66.9 million a year earlier [4] Other Notable Stocks - VolitionRX Ltd (NYSE:VNRX) rose 12.8% to $0.28, with a maintained Buy rating but a lowered price target from $5 to $3 by D. Boral Capital analyst Jason Kolbert [4] - Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) rose 7.1% to $7.54 after submitting a Biologics License Application to the FDA for Imsidolimab [4]

Company Performance - Apogee Enterprises Inc. reported better-than-expected second-quarter financial results, with shares gaining 1.4% to $42.00 in after-hours trading [2] - Levi Strauss & Co. reported third-quarter earnings of 34 cents per share, exceeding the analyst consensus estimate of 31 cents per share, and quarterly sales of $1.543 billion, surpassing the estimate of $1.501 billion; however, shares fell 7.7% to $22.65 in after-hours trading [2] - VolitionRX Ltd. announced a public offering of common stock and common stock warrants, leading to a 20% dip in shares to $0.48 in after-hours trading [2] - USANA Health Sciences Inc. reported preliminary third-quarter results with an adjusted loss of 15 cents per share and sales of $214.00 million, resulting in an 11.4% decline in shares to $23.26 in after-hours trading [2] - Nurix Therapeutics Inc. reported worse-than-expected third-quarter financial results, causing shares to fall 5.7% to $10.24 in after-hours trading [2]

Company Overview - Volition is a multinational company with laboratories in Belgium and San Diego, USA, focused on stabilizing and improving health outcomes for millions globally [4]. Technology Insights - The presentation highlights the Nu.Q technology, which is aimed at accelerating epigenetic drug development [3][4]. - Nucleosomes, the fundamental structural units of chromatin, are essential for compacting DNA into chromosomes, allowing the genome to fit into the cell nucleus [5].

Core Insights - VolitionRx Limited has signed a co-marketing agreement with Hologic Diagenode to promote its Nu.Q Discover service, which focuses on epigenetic profiling for drug developers and scientists [1][3][4] Company Overview - VolitionRx is a multi-national epigenetics company dedicated to advancing the science of epigenetics, aiming to improve outcomes for patients through earlier detection and monitoring of diseases [12][13] - Hologic, a company with over $4 billion in revenue for 2024, specializes in medical technologies and has extensive experience in various disease areas, including oncology and immunology [5][10] Product and Market Potential - The Nu.Q Discover service offers state-of-the-art assays for rapid epigenetic profiling, with an estimated total addressable market of $200 million annually [4][7] - The partnership aims to expand customer access to Nu.Q Discover assays, potentially leading to Hologic becoming an exclusive provider of these services [3][4] Strategic Goals - The collaboration is expected to enhance the reach of Nu.Q Discover services, leveraging Hologic's established client base and international presence [5][6] - Both companies aim to create value for clients by identifying specific epigenetic signatures that can inform personalized medicine approaches [6]

Core Viewpoint - Biotech stocks are experiencing renewed momentum, with small-cap companies like Nautilus Biotechnology, PepGen, Lixte, RenovoRx, Genelux, and VolitionRx attracting investor interest through various catalysts such as insider buying, strategic partnerships, and clinical trial progress Group 1: Nautilus Biotechnology (NAUT) - Nautilus Biotechnology's stock surged 5.52% during regular trading, closing at $0.7070, and rose an additional 7.5% in after-hours trading to $0.76, with trading volume nearly double its average at 647,399 shares [2] - Recent insider buying by CEO Sujal M. Patel, who purchased 83,500 shares on September 8 and 116,500 shares on September 5, totaling over $135,000, indicates strong leadership confidence [3] - The company reported a narrower loss of $0.12 per share in Q2 2025, with an 18% drop in operating expenses, and has $179.5 million in cash, providing a financial runway through 2027 [4] Group 2: PepGen Inc. (PEPG) - PepGen's stock rebounded 7.14% in after-hours trading to $1.50 after a regular session close of $1.40, with trading volume more than double its average at 638,576 shares [4] - The company completed dosing for its 15 mg/kg arm of the FREEDOM trial, with topline data expected in early Q4 2025, following a strategic narrowing of its pipeline [5] Group 3: Lixte Biotechnology Holdings Inc. (LIXT) - Lixte's stock rose 5.85% in after-hours trading to $5.25 after closing at $4.96, with a trading volume of 503,604 shares, notable given recent volatility [5] - The company announced a $2.6 million purchase of Bitcoin and Ethereum to diversify its treasury holdings, reflecting a strategic shift in financial strategy [6] Group 4: RenovoRx Inc. (RNXT) - RenovoRx shares increased 4.22% in after-hours trading to $1.2194 after a regular session close of $1.17, with trading volume significantly above its average at 886,119 shares [6] - The company received a positive recommendation to continue its Phase III TIGeR-PaC trial for pancreatic cancer, reinforcing confidence in its lead therapy platform [7] Group 5: Genelux Corp. (GNLX) - Genelux's stock rose 4.11% in after-hours trading to $3.80 after closing at $3.65, with trading volume relatively light at 60,339 shares [8] - The recent activity follows Genelux's participation in the H.C. Wainwright Global Investment Conference [9] Group 6: VolitionRx Ltd. (VNRX) - VolitionRx's stock increased 4.27% in after-hours trading to $0.6474 after closing at $0.6209, with trading volume slightly below its average at 183,777 shares [10] - The company announced a Research License and Exclusive Commercial Option Rights Agreement with Werfen's Immunoassay Technology Center, focusing on advancing its Nu.Q NETs assay for Antiphospholipid Syndrome [10]

Core Insights - 2025 is a crucial year for Volition as it aims to commercialize its Nu.Q® platform in the human diagnostics market, currently in discussions with over ten companies [1][2] - The company is progressing through various stages of partnership development, including due diligence and contract finalization, with expectations to sign its first agreement in the human diagnostics space this quarter [2][4] - Volition's Nu.Q® technology shows strong clinical evidence for applications in cancer and sepsis, which are areas of increasing interest for pharmaceutical companies [3][4] Business Strategy - The goal for 2025 includes securing multiple licensing agreements in the human diagnostics sector, similar to its successful strategy in the veterinary market, with diverse deal structures anticipated [4] - The company expects potential for upfront and milestone payments, as well as future recurring revenue from these agreements [4] Financial Performance - Volition recorded over $0.4 million in revenue for Q2 2025, marking a 15% growth compared to the same period last year [8] - The net loss decreased by 11% for the quarter and 24% for the first half of 2025 compared to the previous year [8] - Cash used in operating activities for the first half of 2025 was $10.6 million, down 30% year-over-year, with cash and cash equivalents totaling approximately $2.3 million as of June 30, 2025 [8]

Core Insights - Nu.Q® Discover targets a total addressable market of $200 million annually, serving as a strong source of early revenue and validating the platform's utility with major healthcare companies [1] - The platform features a portfolio of 14 advanced immunoassays and is currently serving over 20 clients globally, facilitating disease research and drug development across various therapeutic areas [1] - Volition anticipates continued growth in 2025, with expectations of multiple new contracts based on established scientific excellence and commercial traction [1] Company Developments - Dr. Jasmine Kway, CEO of Singapore Volition, noted strong demand for Nu.Q® assays as exploratory biomarkers in multinational clinical trials, with significant projected revenue from ongoing studies [2] - The company is exploring co-marketing partnerships to meet the increasing global demand for Nu.Q® Discover, aiming to sign such deals in the near future [3] - The Nu.Q® Discover platform supports the entire drug development continuum, with applications in oncology, neurodegenerative diseases, autoimmune diseases, and NETosis [4] Market Position - The Nu.Q® platform's versatility has been validated in a peer-reviewed publication, enhancing its credibility in the life sciences community [1] - The ongoing service expansion and robust pipeline suggest strong revenue growth for Nu.Q® Discover this year [3] - If Nu.Q® assays advance to companion diagnostic use, this could lead to high-value, long-term partnerships worth millions [3]

Core Insights - The company aims to generate sufficient clinical data in 2024 to convince major players in the diagnostic and liquid biopsy markets of the significance of its Nu.Q® platform in oncology and sepsis [1] - In 2025, the focus will shift to signing multiple licensing deals for human indications, with strong interest from large companies for potential out-licensing and supply agreements [2] Financial Highlights - The company reported revenue of $1.2 million for 2024, representing a 59% increase compared to the previous year [7] - Nu.Q® Vet revenue increased by 75%, while Nu.Q® Discover revenue rose by 40% compared to 2023 [7] - Operating expenses decreased by 23% year-over-year, with a 31% reduction in the second half of 2024 [7] - Cash and cash equivalents as of December 31, 2024, totaled approximately $3.3 million, with additional funding of $1.8 million received post-year-end [7] Product Development and Market Expansion - Approximately 120,000 Nu.Q® Vet Cancer Tests were sold in 2024, with the test now available in over 20 countries [6] - A range of independent studies demonstrating the value of the Nu.Q® platform in sepsis and oncology has been completed [6] - The company is advancing several commercial discussions with significant players in the human diagnostic and liquid biopsy markets, which are valued in the multibillion-dollar range [6] Leadership and Governance - The Board of Directors was strengthened with the appointment of Timothy Still as Chair and Dr. Ethel Rubin as Independent Director, both bringing significant experience in the diagnostic sector [6]

Core Insights - VolitionRx Limited will host a virtual investor event on April 9, 2025, featuring key executives discussing the company's progress and commercialization efforts [1][2] Company Overview - VolitionRx is a multi-national epigenetics company focused on advancing the science of epigenetics to improve early detection and monitoring of diseases [11][12] - The company is developing cost-effective blood tests for various diseases, including cancers and conditions associated with NETosis [12] Market Opportunity - The Total Annual Accessible Market for lung cancer management is estimated at approximately $4 billion, presenting a significant revenue opportunity for Volition [3] - The potential market for liquid biopsy for multi-cancer early detection in the U.S. is valued at $20 billion, indicating a substantial growth opportunity for the company [5] Product Development - The Nu.Q® platform has shown promise in detecting common cancers with an overall AUC of 86% and low false positive rates, as reported in a paper currently under peer review [4] - The upcoming webinar will provide insights into the completion of large independent studies supporting the Nu.Q® platform's value in cancer detection [2] Leadership Team - Gael Forterre, Chief Commercial Officer, is focused on commercialization strategies and has extensive experience in scaling companies [6][7] - Dr. Andrew Retter, Chief Medical Officer, has a strong background in clinical trials and has published over 50 articles in peer-reviewed journals [8] - Dr. Jake Micallef, Chief Scientific Officer, is a founding scientist with expertise in diagnostics and has contributed to the development of Volition's Nucleosomics™ technology [9][10]