Each material 8-K filed by a company listed on a US stock exchange (NYSE, Nasdaq, Cboe), read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (3616 companies, A–Z).
Veradermics reported positive topline 12-month results from Part B of Study '302', a Phase 2/3 trial of its lead candidate VDPHL01 in 519 men with mild-to-moderate pattern hair loss, and reported no new safety signals. The filing covers clinical trial data only and includes no revenue, earnings, or guidance figures, and the drug has not been approved for sale.
Non-vellus hair count rose 43.9 hairs/cm2 (twice daily) and 29.7 hairs/cm2 (once daily) from baseline to Month 12 in the continued group.
At Month 12, 89.1% (twice daily) and 79.8% (once daily) of continued-group participants reported visible improvement in hair coverage on the AAIRS scale.
No treatment-related serious adverse events and no adverse event-related study discontinuations were reported between Month 6 and Month 12.
The company plans to announce data from Study '306' in women in the first half of 2027.
Vir Biotechnology said its pivotal Phase 3 ECLIPSE 1 trial of elebsiran and tobevibart in adults with chronic hepatitis delta met its primary and key secondary endpoints, with data presented at the AASLD Liver Meeting on November 8, 2026. The company also released expanded Phase 2 SOLSTICE data and preliminary, exploratory findings on treatment discontinuation, which the company itself says are interim and not a complete assessment of safety or efficacy.
ECLIPSE 1 primary endpoint: 44% of patients on elebsiran and tobevibart reached undetectable virus plus ALT normalization at Week 48, versus 0% in the delayed treatment group at Week 12 (p<0.0001)
Key secondary endpoint: 79% reached undetectable virus at Week 48, versus 0% in the delayed treatment group
SOLSTICE Week 96: 100% (28/28) of patients who completed Week 96 of combination therapy reached undetectable viremia
Exploratory analysis: 10 patients discontinued treatment; all 10 achieved SVR12, with 7 reaching SVR24 and 1 reaching SVR48; the filing states these data are preliminary and not a claim of cure
ImmunityBio said its ANKTIVA plus BCG combination met the primary efficacy endpoint in Cohort A of the randomized QUILT-2.005 trial in BCG-naive non-muscle invasive bladder cancer, with 370 subjects. The company plans to submit a supplemental Biologics License Application to the FDA by year-end 2026, which could expand ANKTIVA's indication to earlier-stage patients.
Trial of 370 subjects compared ANKTIVA plus BCG with BCG alone; the combination showed a statistically significant efficacy improvement in carcinoma in situ patients.
No treatment-related deaths were reported; common adverse events were consistent with BCG alone.
Supplemental BLA is on track for FDA submission by year-end 2026; more study details will be presented at an upcoming medical congress.
Edesa Biotech entered a Collaboration and License Agreement dated November 8, 2026, giving Kyorin Pharmaceutical exclusive rights to develop and sell paridiprubart for ARDS in Japan, while Edesa keeps rights elsewhere, including the United States, Europe and Canada. The deal provides a $12 million upfront payment, milestone payments and royalties, and Edesa also gave notice that it is terminating its at-the-market share sales agreement with H.C. Wainwright, effective November 16, 2026.
Kyorin pays a one-time, non-refundable upfront payment of $12 million
Development and regulatory milestones of up to $55 million, plus sales-based milestones of up to ¥12.0 billion
Kyorin pays tiered, low double-digit royalties on net sales in Japan
ATM agreement with H.C. Wainwright terminated effective November 16, 2026, with no termination penalties
MetaVia said interim Part 3B data from its Phase 1 trial of DA-1726 showed a 68% placebo-adjusted reduction in liver fat and 13.5% placebo-adjusted weight loss after 16 weeks, with 15 DA-1726-treated and four placebo participants in the interim analysis. The company said the results support a planned 48-week Phase 2 study in up to 150 patients with MetALD and ALD, targeted to begin in the second half of 2027, but the sample is small and full data are not due until the first quarter of 2027.
Liver fat (MRI-PDFF) fell 68% placebo-adjusted at Day 109 (p<0.001); all five participants with baseline steatosis fell below 5%
Body weight fell 13.5% placebo-adjusted (p<0.001); HbA1c fell 0.24 percentage points versus placebo (p=0.006) in participants without diabetes
One serious adverse event, severe vomiting, was considered possibly related to treatment; the participant recovered
Full Part 3A and 3B data expected in Q1 2027; Phase 2 study targeted to start in 2H 2027
Valaris furnished a fleet status report dated November 2, 2026, showing contract backlog of approximately $4.8 billion, up from $4.6 billion as of August 5, 2026. New awards and extensions since the last report added about $600 million, including a three-year bp service contract that adds about $290 million.
Contract backlog is approximately $4.8 billion, up from $4.6 billion as of August 5, 2026
Three-year bp service contract for Mad Dog and Thunder Horse platforms adds about $290 million
Semisubmersible VALARIS MS-1 was sold for recycling; jackup VALARIS 111 was sold to another buyer for conversion to a mobile offshore production unit
Novavax said Sanofi dosed the fifth patient in a Phase 3 influenza-COVID-19 combination vaccine trial in the European Union on October 28, 2026, using Novavax's COVID-19 component. That dosing triggers a $125 million milestone payment under the companies' collaboration agreement, which Novavax expects to receive by the first quarter of 2027.
$125 million milestone payment from Sanofi triggered by dosing of the fifth patient on October 28, 2026
Payment expected by the first quarter of 2027
Additional eligible payments include a $75 million milestone on manufacturing technology transfer, anticipated mid-2027, and a $225 million milestone on a U.S. launch of a combination vaccine
CEO John C. Jacobs said the partnership has generated over $1 billion in revenue for Novavax to date
Solaris Energy Infrastructure's subsidiary agreed on October 29, 2026 to provide about 900 megawatts of power generation, balance of plant equipment and operations and maintenance services to an existing investment-grade industrial and technology customer. The agreement has an initial 15-year term per deployment, with an option to extend for another 15 years, and deployments are expected to begin in the first half of 2027 and scale through 2028.
Capacity covered: approximately 900 megawatts of power generation
Initial term: 15 years for each deployment, with an option to extend 15 more years
Timing: deployments expected to begin in the first half of 2027 and scale through 2028
Customer: a leading, investment-grade, diversified industrial and technology company that is already a Company customer
Forward Air entered a definitive two-year agreement with one of its largest customers, which will keep using the company for a significant portion of its current services. Certain other services will be transitioned away between November 2026 and March 2027, and the company says this is not expected to materially affect 2026 revenue. The company expects annual revenue from the customer in each contract year from 2026 to 2028 to exceed the customer's total 2025 revenue contribution, which management says should bring more visibility and predictability to the business.
Two-year agreement covers a significant portion of services currently provided to one of the largest customers
Transition of certain services expected between November 2026 and March 2027
Transition not expected to materially impact 2026 revenue
Annual revenue from the customer expected to exceed its 2025 total contribution in each year from 2026 to 2028
Trust Stamp said it signed a three-year agreement with Nigerian technology provider BLIP Limited to supply AI-powered identity verification for government registration programs in Nigeria. The company describes it as one of its largest deployments to date, but the filing states the agreement includes no revenue guarantee, so shareholders cannot yet rely on its financial contribution.
Initial term of three years, extendable by the parties; BLIP's Nigerian government engagement or a breach could end it early.
Management believes year-three revenue could be $3 million to $5 million, but the agreement does not guarantee any revenue.
Deployment is expected to exceed one million enrollments in its first year, with programs covering a population of tens of millions.
Agreement signed by the company and BLIP; press release issued October 26, 2026, and the 8-K filed October 27, 2026.
On October 27, 2026, Microbot Medical announced that ELMNT IR, a multisite outpatient interventional radiology practice in California, signed an order to purchase up to a 12-month supply of LIBERTY devices. ELMNT IR is the first Office-Based Laboratory customer in the world to use the system and the company's first West Coast customer, which the company says supports its push into outpatient settings. The filing does not disclose the order's value or unit count.
ELMNT IR signed an order to purchase up to a 12-month supply of LIBERTY devices, announced October 27, 2026.
ELMNT IR is the first Office-Based Laboratory customer in the world to use the LIBERTY Endovascular Robotic System.
It is Microbot Medical's first customer on the West Coast.
The filing does not state the order's dollar value or number of units.
MacroGenics presented interim Phase 1 data for MGC026, an investigational B7-H3-directed antibody-drug conjugate, at the ESMO 2026 Congress on October 23, 2026. In 22 response-evaluable head and neck cancer patients, the best overall response rate was 27% (6/22), and the company plans a front-line study combining MGC026 with pembrolizumab in early 2027. The data are preliminary, and the filing discloses no revenue, earnings or financing figures.
Best overall response rate of 27% (6/22) in the squamous cell carcinoma of the head and neck (SCCHN) expansion cohort, including four confirmed and two unconfirmed partial responses
Grade 3 or higher treatment-related adverse events occurred in 51% of the 85-patient overall safety population, and 5% discontinued treatment
Plans to start a front-line SCCHN expansion cohort with pembrolizumab in early 2027; updated Stage 2 data expected in mid-2027
Ionis partner Roche announced Phase 3 IMAgINATION data showing investigational sefaxersen achieved a statistically significant 43.1% reduction in proteinuria relative to placebo at 37 weeks in adults with IgA nephropathy. Roche plans to share the data with health authorities, and the filing says Ionis is eligible for regulatory and sales milestone payments and tiered royalties on net sales of sefaxersen.
Proteinuria reduction of 43.1% vs. placebo at 37 weeks (95% CI: 32.5 to 52.0; P<0.0001)
Treatment effect consistent across all prespecified subgroups; no new safety signals reported
Study enrolled 459 people and will continue as a blinded study to assess eGFR at week 105
Roche will share data with health authorities; Ionis may receive regulatory and sales milestone payments and royalties
Tempus AI announced agreements with Bristol-Myers Squibb and Pathos AI to expand use of its de-identified real-world data, software and models, with aggregate cash payments to Tempus of $192.5 million over about five years. The Pathos neurology deal is a related-party transaction, reviewed and approved by a special committee of disinterested directors, which shareholders may weigh when assessing the agreements.
BMS oncology Statement of Work runs through December 31, 2031, with $137.5 million in fixed payments invoiced quarterly.
Pathos Neuro Order Form provides up to $55 million, including $100 per delivered record and $5.0 million for record updates; the total depends on records delivered.
Pathos is a related party because of overlapping executive leadership and equity ownership, so a special committee of disinterested directors approved the neurology deal.
The FDA approved Hibsago (bepirovirsen), developed by GSK under a 2019 license from Ionis, for chronic hepatitis B in adults without cirrhosis who have suppressed HBV DNA and HBsAg levels of 3,000 IU/ml or less. Ionis has received an upfront payment, license fee and development and regulatory milestone payments, and is eligible for additional milestones and tiered royalties of 10-12% on net sales.
Phase 3 B-Well trials showed a 19% functional cure rate (233 of 1,220) versus 0 of 614 in the placebo group, in adults with HBsAg of 3,000 IU/ml or less
Current standard of care alone typically achieves less than 1% functional cure after one year of treatment, according to the filing
The approval followed FDA priority review and Breakthrough Therapy Designation; the filing states about 1.7 million people in the U.S. have chronic hepatitis B
The label includes boxed warnings for on-treatment hepatic flares and thrombocytopenia
INmune Bio said it submitted its final pre-Marketing Authorisation Application package for Ebstrocel to the UK MHRA on October 20, 2026, and revised its plan to a full application in February 2027, with potential UK approval in mid-2027, subject to MHRA review. It also signed a Master Services Agreement with Uniphar Durbin Ireland Limited to support international access and distribution, starting with named-patient access in selected European countries and the Middle East and North Africa. The filing does not disclose any financial terms of the Uniphar agreement or any revenue expectations.
Final pre-MAA package submitted to the UK MHRA on October 20, 2026; full MAA submission targeted for early February 2027
Company believes the revised approach could bring potential UK approval forward by approximately six weeks; MHRA response expected three to six months after submission
U.S. Biologics License Application planned for the second quarter of 2027, subject to FDA feedback from a Type B meeting request
Uniphar agreement initially targets named-patient access in selected European countries and MENA; no financial terms disclosed
Roivant and its subsidiary Priovant reported that brepocitinib 45 mg met the primary endpoint and all key secondary endpoints in the two identical Phase 3 CLARITY-1 and CLARITY-2 trials in non-infectious uveitis, with 371 patients enrolled. Priovant plans to file a supplemental New Drug Application for NIU in the first half of calendar 2027, which would be the next step toward a possible new treatment for the condition. The filing furnishes the press release under Regulation FD and contains no financial results.
Primary endpoint (time to treatment failure) met in CLARITY-1 (N=166) and CLARITY-2 (N=204); 371 patients enrolled in total
Median time to treatment failure was greater than 48 weeks in both studies, versus about 12 weeks on placebo (p<0.0001 in both)
Pooled, 62% of brepocitinib patients achieved steroid-free quiescence at Week 48, versus 20% on placebo
Priovant intends to file the sNDA in the first half of calendar 2027; Roivant investor call set for 8:00 a.m. ET on October 21, 2026
Transocean Ltd. announced contract awards for two ultra-deepwater drillships in the U.S. Gulf, with undisclosed operators, adding about $550 million in firm contract backlog. The Deepwater Proteus and Deepwater Conqueror awards are expected to begin in 2027, each directly continuing the rig's current work. The filing adds contracted future work for shareholders but includes no earnings or guidance figures.
Deepwater Proteus: ten-well contract, estimated 700-day campaign, about $325 million in backlog, starting in the first quarter of 2027
Deepwater Conqueror: five-well contract, estimated 450 days of work, about $225 million in backlog excluding mobilization fees, starting in the third quarter of 2027
Both awards are with undisclosed operators in the U.S. Gulf and follow directly on from each rig's existing program
Consolidated Water's U.S. subsidiary, PERC Water, signed a fixed-price design-build agreement with the City of Pismo Beach, California, for an advanced water purification facility, with a contract price of approximately $39.8 million. The filing sets a Substantial Completion deadline of September 17, 2028, with liquidated damages and a $14.0 million cap on PERC's total liability, so the contract adds revenue but also carries schedule and performance obligations.
Agreement executed October 8, 2026; fixed design-build price of approximately $39.8 million, subject to adjustment.
Substantial Completion required within 703 calendar days, with a stated date of September 17, 2028; liquidated damages of $2,500 per day, capped at 5% of the contract price (about $2.0 million).
PERC's total aggregate liability is capped at $14.0 million; performance and payment bonds are each 100% of the contract price.
The 8-K describes initial capacity of 500 acre-feet per year, expandable to 750, while the October 12, 2026 press release describes annual capacity of approximately 750 acre-feet.
Ultragenyx entered into an agreement on October 8, 2026, to sell a Rare Pediatric Disease Priority Review Voucher that the FDA awarded to the company on September 17, 2026, after approval of FAYUVI (UX111). The buyer agreed to pay $203 million in cash at closing, which remains subject to customary conditions, including the Hart-Scott-Rodino waiting period. For shareholders, the filing describes a $203 million cash payment that is not yet completed.
Agreement dated October 8, 2026; buyer to pay $203 million in cash upon closing
Voucher awarded by the FDA on September 17, 2026, upon approval of FAYUVI (UX111) for MPS IIIA (Sanfilippo syndrome Type A)
Closing subject to expiration or termination of the Hart-Scott-Rodino waiting period
Full agreement to be filed with the Form 10-K for the year ended December 31, 2026
Hallador Energy's subsidiary Hallador Power signed a six-year power purchase agreement and a capacity credit sale agreement with Duke Energy Indiana, both covering output from the Merom Generating Station from June 1, 2029 through May 31, 2035. The filing says Duke Energy Indiana will pay approximately $271 million for the capacity credits over the term, and the company's press release puts total forward sales at $3 billion. The deals lock in future revenue for much of Merom's output but require standby letters of credit and are unit contingent.
Capacity agreement: 225 ZRCs per day on average, with Duke Energy Indiana paying approximately $271 million over the six-year term
Energy agreement: 200 MW annual average base energy quantity, unit contingent, with the company estimating about $422 million of energy revenue at current forward prices
Standby letters of credit: $3.5 million for the PPA rising to $7.0 million in January 2029, and $6 million for the MPPSA rising to $12 million in January 2029
Press release says the agreements raise total forward sales to $3 billion; full agreements to be filed with the next Form 10-Q
Regeneron and Sanofi amended their antibody collaboration on October 1, 2026, to co-develop and co-commercialize four new long-acting antibodies. Sanofi will pay Regeneron a $1.0 billion upfront payment, with up to $7.0 billion more in milestones, and the two companies will share global profits equally. Regeneron also expects a third-quarter 2026 acquired IPR&D charge of about $22 million, or $0.18 per diluted share, and agreed to dismiss a lawsuit against Sanofi.
Sanofi will pay Regeneron a $1.0 billion upfront payment under the Sixth Amendment dated October 1, 2026.
Regeneron is eligible for up to an additional $7.0 billion in development, regulatory, and commercial milestone payments.
Regeneron expects a third-quarter 2026 acquired IPR&D charge of about $22 million pre-tax, reducing GAAP and non-GAAP EPS by about $0.18 per diluted share.
Regeneron agreed to dismiss its lawsuit over Sanofi's obligations to provide information on Dupixent commercialization and audit rights.
On September 29, 2026, subsidiary NRx Defense Systems entered a prime contract with DARPA to conduct the SPARC-TMS clinical trial, which pairs robotic transcranial magnetic stimulation with the investigational drug NRX-101 for treatment-resistant depression. The contract is valued at approximately $11.2 million, with about $6.7 million initially obligated, and the remainder depends on appropriations and DARPA's exercise of funding options.
Aggregate contract value of approximately $11.2 million; approximately $6.7 million initially obligated by DARPA.
18-month performance period, with payment tied to achievement and acceptance of specified milestones.
Either party may terminate under certain circumstances, including if the program is determined unlikely to achieve its objectives.
Full contract terms to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2026.
TeraWulf said its subsidiary signed amended and restated power agreements with Kentucky Power that raise contracted capacity at its Muskie Data Campus in Kentucky from 500 MW to 1 GW. The filing also says the second 500 MW phase is now planned for delivery in 2029 instead of 2030, subject to Kentucky Public Service Commission approval, and the company plans to seek more senior secured financing, with no assurance it will obtain it.
Contracted power at Muskie rises from 500 MW to 1 GW under agreements executed October 1, 2026.
Second 500 MW phase delivery moves from 2030 to 2029, subject to Kentucky Public Service Commission approval and Kentucky Power's construction schedule.
First 500 MW phase remains targeted to begin ramping in 2028.
TeraWulf plans to upsize its senior secured revolving credit facility and seek additional senior secured debt for letter of credit needs; the filing gives no assurance the financing will be obtained.
Vaxcyte said its pivotal Phase 3 OPUS-1 adult trial met all prespecified primary endpoints for VAX-31, its 31-valent pneumococcal conjugate vaccine candidate, compared with Prevnar 20 and Capvaxive. The company said the results will serve as the cornerstone of a planned Biologics License Application to the FDA, with results from OPUS-2 and OPUS-3 expected in the first half of 2027. The filing contains no revenue, earnings or cash figures, and the data remain subject to FDA review.
All 28 VAX-31 serotypes shared with PCV20 and/or PCV21 met the noninferiority criterion in adults 50 and older.
VAX-31 met noninferiority for 20 of 20 serotypes shared with PCV20 and 17 of 19 shared with PCV21; serotypes 3 and 12F missed the stricter criterion against PCV21.
OPUS-2 and OPUS-3 results are expected in the first half of 2027, and a Biologics License Application submission is planned for the first half of 2028.
Nektar Therapeutics presented long-term Phase 2b data for rezpegaldesleukin at the EADV 2026 congress, including off-treatment durability in alopecia areata. The filing also says a third Phase 3 atopic dermatitis study has started and a Phase 3 alopecia areata study is planned for early 2027. The filing reports clinical data only, with no revenue, earnings, or guidance figures.
In alopecia areata, 75% (6 of 8) of patients maintained a SALT Score of 20 or less at 4 months off treatment, and 63% (5 of 8) at 6 months.
SALT Score of 10 or less responses rose from 7% at the end of week 52 to 19% after 6 months off treatment.
The Phase 3 ZENITH AA study in alopecia areata is planned to start in early 2027 with 850 patients.
Management hosted a conference call and webcast at 8:00 a.m. ET on October 1, 2026.
Keros Therapeutics said it expects to receive a $20 million development milestone payment from partner Takeda after the first patient was dosed in the Phase 3 ELRiSE MF trial of elritercept. Keros expects to distribute 25% of the net cash proceeds from the payment to its stockholders after receipt.
$20 million development milestone payment under the elritercept license agreement with Takeda
Triggered by dosing of the first patient in the Phase 3 ELRiSE MF trial in myelofibrosis and anemia
Keros expects to distribute 25% of net cash proceeds from the payment to stockholders after receipt
Keros received a $200 million upfront payment in February 2025 and is eligible for milestones potentially exceeding $1.1 billion
SCYNEXIS entered a contract with the U.S. Biomedical Advanced Research and Development Authority to develop its SCY-247 antifungal candidate, with potential non-dilutive funding of up to $214 million if all options are exercised. The initial base period provides approximately $18.5 million to advance SCY-247 into a Phase 2 study in patients with invasive candidiasis. The company says its SCY-770 development plans and cash runway into 2029 are unchanged.
Contract signed September 25, 2026; base period starts September 2026 with approximately $18.5 million
Potential total funding up to $214 million; BARDA may exercise up to six options extending the term up to ten years
Cost-share arrangement; company expects to fund its share of near-term SCY-247 costs within its existing operating plan
Full contract to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2026, with confidential terms redacted
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Frequently asked questions
Which filings get a brief?
Form 8-K filings by companies listed on a US stock exchange (NYSE, Nasdaq, Cboe; not over-the-counter stocks) that report a material event: results (Item 2.02), deals (1.01, 2.01), executive changes (5.02), restructuring (2.05), impairments (2.06), delisting notices (3.01), restatements (4.02), cybersecurity incidents (1.05), bankruptcy (1.03) and Regulation FD or other events (7.01, 8.01). Routine filings such as vote results or exhibits only are skipped.
How is the impact score set?
The AI rates each filing from 1 (routine) to 5 (major, such as a merger, bankruptcy or restatement) based only on what the filing says. It is a reading aid for sorting the day's filings, not a prediction of how the stock will move.
How quickly do briefs appear?
On weekdays the SEC filing feed is checked every 5 minutes from 6 am to 5:45 pm Eastern, when nearly all 8-Ks come in, and every hour after that until 10 pm. Briefs of the 1,000 largest companies follow within minutes; the others usually within the hour, or later the same day when many filings arrive at once.
Which companies are covered?
Every company with shares listed on the NYSE, Nasdaq or Cboe that files 8-Ks, about 4,500 of them. Foreign companies that report on Form 6-K instead are not included. The S&P 1500 only filter above narrows the list to the large, mid and small caps of the S&P Composite 1500.
Are older briefs kept?
Yes. This page shows the last 45 days, but every brief ever published stays online: each has its own page, and each company has an 8-K page listing all of its briefs, newest first, linked from its stock page and from the A-Z list of companies.