Tom Lee's Small-Cap Granny Shots ETF Reloads: First Solar, Zoom Among 10 New Buys

Fundstrat Capital completed its May 2026 quarterly rebalance of the Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ), adding 10 stocks including First Solar, Zoom, Credo Technology, and Neurocrine Biosciences, while removing 8 positions. CIO Tom Lee positions the portfolio for a 'challenging but ultimately constructive' environment, with the strategy focusing on companies benefiting from structural tailwinds across themes like Millennials, Global Labor Supply, Energy, Cybersecurity, and Easing Financial Conditions.

06/10/2026, 4:44 PM • Benzinga

Nxera Pharma Operational Highlights and Consolidated Results for the First Quarter 2026

Nxera Pharma reported strong Q1 2026 results with revenue of JPY 11.3 billion, a significant increase from the prior year, driven by seven R&D milestone events. The company signed a licensing agreement with Santhera for vamorolone in APAC markets, achieved positive Phase 3 results for daridorexant in South Korea, and received milestone payments from Neurocrine and AbbVie. Additionally, Centessa Pharmaceuticals (spun out from Nxera in 2019) agreed to be acquired by Eli Lilly for up to $7.8 billion, with Nxera retaining rights to milestone and royalty payments.

05/01/2026, 2:36 AM • GlobeNewswire

Nxera Pharma’s Partner Neurocrine Biosciences Doses First Patient in Phase 2 Trial of NBI-1117570 for Adults with Schizophrenia

Neurocrine Biosciences has initiated a Phase 2 clinical trial of NBI-1117570, a dual muscarinic M1/M4 receptor agonist discovered by Nxera Pharma, for treating schizophrenia. Nxera will receive $22.5 million in milestone payments from Neurocrine as a result of this achievement.

04/12/2026, 7:30 PM • GlobeNewswire

Why Soleno Therapeutics Stock Rocketed Higher on Monday

Soleno Therapeutics agreed to be acquired by peer Neurocrine Biosciences for $2.9 billion, or $53 per share in an all-cash deal, representing a 34% premium. The acquisition is driven by Soleno's FDA-approved drug Vykat XR for treating hyperphagia in Prader-Willi Syndrome patients. Soleno's stock surged 32% on the announcement, and the deal is expected to close within 90 days.

04/06/2026, 4:20 PM • The Motley Fool

Neurocrine Buys Soleno To Tap High-Growth Rare Disease Market

Neurocrine Biosciences announced its acquisition of Soleno Therapeutics for $2.9 billion ($53 per share in cash) to expand its rare disease portfolio with Vykat XR, an FDA-approved treatment for hyperphagia in Prader-Willi syndrome. The deal is expected to close within 90 days. Vykat XR generated $190 million in revenue in 2025, demonstrating strong market adoption despite earlier criticism from a short report.

04/06/2026, 8:13 AM • Benzinga

Biohaven Stock Down 70% but One Fund's New $6 Million Bet Signals Turnaround Potential

Sarissa Capital Management established a new $5.79 million position in clinical-stage biotech Biohaven, acquiring 513,184 shares during Q4 2025. Despite the stock falling 70% over the past year due to FDA rejection of troriluzole and disappointing trial results, the fund's investment signals potential turnaround prospects. Biohaven has refocused on late-stage programs including a degrader platform and Phase 2 obesity candidate with data expected in H2 2026, while maintaining a strengthened balance sheet with $500.9 million in cash.

03/23/2026, 1:17 PM • The Motley Fool

Analysts Stay Bullish As Neurocrine Shares Tumble On Disappointing Ingrezza Guidance

Neurocrine Biosciences reported Q4 adjusted EPS of $1.88 (missing consensus of $1.89) and sales of $805.5M (beating consensus). Ingrezza sales grew 9% YoY to $2.51B, while Crenessity reached $301.2M. The company guided 2026 Ingrezza sales to $2.70-2.80B. Shares fell 10.64% as the guidance disappointed, though analysts remain bullish citing long-term pipeline catalysts.

02/12/2026, 2:38 PM • Benzinga

Clinical Miss For Neurocrine's Cerebral Palsy Drug, But Analysts See Limited Damage

Neurocrine Biosciences announced that its Phase 3 KINECT-DCP study evaluating valbenazine for dyskinetic cerebral palsy failed to meet primary and key secondary endpoints. The drug did not show improvement in chorea as intended. Despite the miss, analysts at William Blair believe the setback has limited impact on the company's valuation and investment thesis, maintaining an Outperform rating and noting the pipeline offers longer-term catalysts. NBIX shares fell 1.55% in premarket trading.

12/23/2025, 8:14 AM • Benzinga

Acadia Stock Up 59% in a Year — Is a $51 Million New Stake a Bet on a Bigger Rebound?

Connecticut-based fund Braidwell established a new $50.8 million stake in Acadia Pharmaceuticals, representing 2.1% of its reportable U.S. equity assets, as the company shows strong quarterly performance and potential for growth in neurological disorder treatments.

12/03/2025, 7:12 PM • The Motley Fool

Nxera Pharma Operational Highlights and Consolidated Results for the Second Quarter and First Half 2025

Nxera Pharma reported increased revenues from PIVLAZ® and QUVIVIQ® in Japan, progress in partnered programs including Neurocrine's Phase 3 trial, and launched a new proprietary pipeline targeting obesity and weight management.

08/08/2025, 2:45 AM • GlobeNewswire

Neurocrine (NBIX) Q2 Revenue Jumps 17%

Neurocrine Biosciences reported strong Q2 2025 financial results, with revenue of $687.5 million, exceeding analyst expectations. The company saw significant growth from INGREZZA and a successful launch of CRENESSITY, while continuing to invest in its drug pipeline and research and development.

08/01/2025, 12:15 AM • The Motley Fool

Voyager Adds Fourth Wholly-Owned Alzheimer’s Disease Program to Pipeline, Complementing Existing Tau and Amyloid Assets with New APOE Approach

Voyager Therapeutics expanded its Alzheimer's disease franchise by introducing a new gene therapy program targeting APOE, complementing existing tau and amyloid assets. The program aims to reduce APOE4 variant expression while delivering the protective APOE2 variant using an innovative IV-delivered TRACER capsid.

07/16/2025, 7:00 AM • GlobeNewswire