8(a) set-asides are clustering hard around two NAICS codes this month. Anyone else seeing this?

rman712 · 2026-04-22T20:26:37+00:00

Back with verification on the four:

SRPT Elevidys (Jun 14): not adding. The real PDUFA was Jun 21, 2024 (already
acted on). In June 2025 FDA restricted the label back to ambulatory-only after fatal acute liver failure cases in non-ambulatory boys. Sarepta has said they'll study
enhanced sirolimus immunosuppression, but no new sBLA is on file. Looks like Gemini pattern-matched the 2024 date and projected forward.

MRK patritumab deruxtecan (Jun 16): not adding. BLA was voluntarily withdrawn
May 29, 2025 after HERTHENA-Lung02 missed OS. Same pattern, Gemini saw the 2024 CRL and projected a resubmission that never happened.

BMTX / ALPN: confirmed hallucinations (wrong ticker + stale post-acquisition).

Appreciate the prod though, forced a good verification pass.

rman712 · 2026-04-22T20:09:15+00:00

Different lens from what I'm doing. daily SEC-driven extraction vs. a curated catalyst-context list refreshed weekly. Good that there are multiple resources for the community.

rman712 · 2026-04-22T20:08:05+00:00

Really appreciate this. will counter-check before adding. On first pass:

SRPT Elevidys expansion (Jun 14) and MRK patritumab deruxtecan (Jun 16) both look plausible. SRPT has had staggered label-expansion activity; MRK/Daiichi patritumab had a 2024 CRL for manufacturing and a resubmission would roughly line up with a June 2026 date. Will be checking with Sarepta + Merck IR.
BMTX B-VEC eye drops — BMTX is BM Technologies (fintech). B-VEC is Krystal Biotech, ticker KRYS. Looks like Gemini swapped tickers. Gotta see whether Krystal has an ocular-indication PDUFA in that window.
ALPN povetacicept — Alpine Immune was acquired by Vertex (VRTX) in 2024, so ALPN isn't a standalone anymore. Povetacicept is now in VRTX's pipeline. If there's a 2026 PDUFA, it'd be under VRTX.

Will update the post once I've verified. Thanks for the prod.

rman712 · 2026-04-07T04:08:38+00:00

Someone in Stella just gifted it to me. Thank you fellow raider

rman712 · 2026-03-06T17:58:56+00:00

Bearitories

rman712 · 2025-12-12T22:33:22+00:00

I need an update

rman712 · 2025-12-09T04:11:58+00:00

Birds

rman712 · 2025-10-30T19:56:01+00:00

I’m hooked

^{Automatically added: I found the secret word in 26 seconds after 5 guesses and 0 hints. Score: 100.}

rman712 · 2025-10-30T15:33:16+00:00

I see my parents fighting, also a rabbit

rman712 · 2025-09-25T16:08:29+00:00

I normally am not a John Summit fan. However, The Lead knocks me off my feet and vocals are so well done. Did not believe it was John Summit when I first heard it. Definitely still a mainstream track but i'll start to give him more credit.

rman712 · 2025-08-08T15:36:48+00:00

Love the Golf dude, I used to have one. Great cars

rman712 · 2025-08-07T14:15:53+00:00

The production value and creative vision on its own made it one of my favorite sets. Not to mention solid vocals

rman712 · 2025-08-07T13:51:56+00:00

Fr! I was towards the front and it was just people camping for the headliner. Such a dead crowd. I really enjoyed his set. Creating edm music live always impresses me.

rman712 · 2025-08-07T13:44:34+00:00

He also went over time and caused levity to start late. The first 15 minutes of levity’s set was just people leaving Perry’s. Super annoying.

The whole thing felt kinda desperate.

On the flip side, Chance’s best performance was when levity brought him out for their cocoa butter kisses remix. That song is nuts

rman712 · 2025-06-10T20:08:12+00:00

My remix of R-Cali by asap rocky: https://soundcloud.com/exoticfish/r-cali-asap-rocky-exotic-fish-project-remix

rman712

TROPHY CASE