1,853 material Form 8-K filings that 1,500 companies we cover made with the SEC in September 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Brookfield announced a non-binding framework agreement between the U.S. Government and South Korea to support up to $120 billion of Korean investment in eight large nuclear reactors in the U.S. Brookfield is a shareholder in Westinghouse alongside Cameco, and the framework includes a planned Korean equity investment of 5% to 10% in Westinghouse, but the filing does not quantify Brookfield's own financial effect.
Up to $120 billion of Korean investment to help finance eight large U.S. reactors
Six Westinghouse AP1000 reactors across three two-unit plants, plus two APR1400 reactors, on U.S. federal sites
Korea would make a cornerstone equity investment of between 5% and 10% in Westinghouse
Terms are non-binding and subject to final negotiations
On September 24, 2026, a Zone Frontier subsidiary entered a Ground Lease covering about 4,077 acres in Potter County, Texas, for the West Texas data center campus it is developing with HST Technologies. Base rent starts only when construction begins on each site area, and the company can terminate the lease before its inspection period ends, with a refund of its $250,000 deposit subject to a partial non-refundable portion. The lease's commencement depends on conditions such as utility commitments for at least 200 MW of firm service, so the project's path to revenue remains uncertain.
Ground Lease dated September 24, 2026 covers about 4,077 acres; 200 to 800 acres may be designated for data center use and at least 1,800 acres for solar and battery storage
Initial term of 30 years with two 10-year extension options
Base rent is $6,000 per acre per year for the data center area and $1,000 per acre per year for the solar area, beginning only when construction starts on each area
Purchase option for the data center site at $100,000 per acre before on-site power commercial operation, or $135,000 per acre on or after that date; $250,000 deposit is credited against the price if exercised
Five Point Holdings extended its Development Management Agreement with Heritage Fields El Toro, LLC, owner of the Great Park Neighborhoods community, through December 31, 2028, after the prior term was set to end December 31, 2026. The base fee is unchanged at $13.5 million a year, while incentive compensation drops to 6.75% of future distributions if the agreement is not extended beyond 2028.
Amendment dated September 25, 2026 extends the DMA term to December 31, 2028 (Third Renewal Term)
Annual base fee remains $13.5 million, paid monthly, unchanged from current level
Incentive Compensation is 9% of Great Park Venture distributions; falls to 6.75% for distributions after a non-extension beyond December 31, 2028
Massimo Group entered a consulting agreement with Acorn Management Partners running from September 28, 2026 to September 27, 2027, covering investor awareness, broker outreach and related services. The company will pay $15,000 per month and may issue deferred equity worth $125,000, capped at 90,000 shares, if the engagement continues past six months, which would add to shareholder dilution.
Cash compensation of $15,000 per month under the agreement dated September 28, 2026.
Deferred equity of $125,000 (capped at 90,000 shares of common stock) is due only if the engagement continues beyond the initial six-month period.
Either party may terminate for convenience on written notice, subject to the compensation provisions.
Take-Two Interactive entered a new long-term XBOX Publisher License Agreement with Microsoft, dated September 28, 2026 and effective September 17, 2026, that replaces all of its existing Xbox publisher license agreements with Microsoft. The filing describes the company's right to develop, publish, and sell Xbox-compatible products for all Xbox devices, but it does not disclose financial terms such as payment amounts or revenue share percentages.
Agreement signed September 28, 2026, with an effective date of September 17, 2026
Supersedes and replaces all of Take-Two's existing Xbox publisher license agreements with Microsoft
Microsoft has approval rights over each game concept and final version, including packaging and marketing featuring Microsoft's marks
Either party may terminate for material breach or insolvency; full text to be filed with the 10-Q for the period ending September 30, 2026
Rank One Computing Corp (ROC) entered into an eight-year Contract for Commercial Products and Commercial Services with the U.S. Department of Justice's Executive Office for United States Attorneys to develop and support a Digital Evidence Review Platform. The filing says the aggregate potential payment is $64.3 million if all seven option periods are exercised, but only the one-year base period is funded, and the option periods are at the government's discretion and subject to appropriations.
Contract dated September 14, 2026; base period runs September 22, 2026 through September 21, 2027, with payment of $7,414,143.80 for that period.
Aggregate potential payment of $64,301,418.24 over the eight-year term if EOUSA exercises all seven option periods.
Option periods are exercisable at the government's discretion and subject to the availability of appropriations.
Company announced the award in a press release dated September 28, 2026, filed as Exhibit 99.1.
VIDA Global Inc. announced on September 30, 2026 a partnership with AVANT, a Technology Services Distributor, giving AVANT's Trusted Advisors access to Vida's AI agent platform. The filing contains no financial figures, deal value or revenue terms, so its effect on shareholders cannot be measured from this document.
Partnership announced September 30, 2026 with AVANT, described as the nation's premier Technology Services Distributor
AVANT Trusted Advisors gain access to Vida's AI agent platform, which runs across voice, SMS, email and chat
The filing gives no deal value, revenue terms or financial impact
Information is furnished under Item 7.01 and not deemed filed under Section 18 of the Exchange Act
Celcuity announced on September 30, 2026 that REVTORPYK (gedatolisib) is now commercially available in the United States, following FDA approval on July 14, 2026 for certain HR+/HER2- advanced breast cancer patients without a PIK3CA mutation. The filing marks the start of commercial sales for the company's first FDA-approved product, though it does not disclose any sales, revenue or financial figures.
FDA approved REVTORPYK on July 14, 2026, in combination with palbociclib and fulvestrant, and with fulvestrant alone.
Eligible patients are those with HR+/HER2- advanced breast cancer without a PIK3CA mutation who progressed after at least one line of endocrine therapy in the metastatic setting.
Celcuity launched the REVTORPYK Support Services program to help with insurance coverage and financial assistance.
A supplemental New Drug Application for the PIK3CA mutated population was submitted to the FDA in August 2026.
Jade Biosciences announced preclinical data for JADE301, its anti-interferon beta antibody being developed for dermatomyositis, a rare autoimmune disease. The company said the data show high-affinity IFN-ß neutralization, a longer half-life than a dazukibart comparator, and good nonclinical tolerability, and it expects to start a Phase 1 trial in the fourth quarter of 2026.
JADE301 binds IFN-ß with a K D of 11.3 pM, about 2.5-fold higher affinity than the dazukibart comparator.
Non-human primate half-life is about 30 days after IV dosing, roughly 3-fold longer than the comparator.
Planned placebo-controlled Phase 1 trial in 24 healthy volunteers to start in Q4 2026, with interim data expected in the second half of 2027.
Cboe Exchange signed a Master License Agreement with S&P Opco, LLC, effective September 28, 2026 and running until December 31, 2051, extending its rights to the S&P 500 index for standardized options. Updated per-contract license fees start January 1, 2027, and Cboe estimates they will have a de minimis impact on its 2027 net revenue growth.
Agreement effective September 28, 2026, through December 31, 2051
No impact on 2026 royalty fee terms; updated fees begin January 1, 2027
Cboe estimates a de minimis impact on 2027 net revenue growth and will give 2027 organic net revenue guidance with fourth quarter earnings in February
SPX options set a record 970.6 million contracts in 2025, with average daily volume of 3.9 million contracts, up 25%
Heron Therapeutics entered a multi-product Development and License Agreement with Long Grove Pharmaceuticals and Capstone Development Services on September 23, 2026. The deal gives Heron an exclusive, sublicensable license to import, distribute, sell and market certain products in the United States and its territories, plus a non-exclusive manufacturing license worldwide for sales in that territory. The filing does not disclose any upfront payment, milestone amounts or royalty rates, so its financial size for shareholders cannot be determined from this document.
Agreement dated September 23, 2026 with Long Grove Pharmaceuticals, LLC; Capstone Development Services Company, LLC is a party solely for exclusivity covenants and backstop obligations
Heron must pay Long Grove regulatory milestones, sales-based milestones and royalties, and be reimbursed for certain expenses; amounts are not stated
Initial term of 10 years from first commercial sale, with automatic 2-year renewals; either party may terminate on certain customary conditions
Full agreement to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2026
The trust's sponsor amended its custody agreement with BitGo Bank & Trust, which acts as a second BNB custodian for the trust. The amendment names Figment as the validator for the trust's BNB staking activities and sets a 4% staking assets validator fee.
Amendment dated September 25, 2026, to the Custodial Services Agreement dated August 5, 2026
BitGo serves as the Second BNB Custodian for the trust
Figment named as validator for BNB staking, with a 4% staking assets validator fee
Apimeds Pharmaceuticals' subsidiary MindWave Innovations disclosed two 12-month technology agreements: one with AQUAE Holdings for the AQUAEChain platform (announced September 24, 2026) and one with Flash Sports & Media Holdings (FLZH) for the FlashChain network (announced September 29, 2026). Both agreements pay MindWave partly in tokens or shares, and the parties have not disclosed the aggregate dollar value, so the filing gives no figure for the effect on Apimeds' finances.
AQUAEChain agreement with AQUAE Holdings Pte. Ltd. was effective September 14, 2026; MindWave to receive a 20% allocation of ALCI Credits issued and outstanding, calculated quarterly.
FlashChain agreement with Flash Sports & Media Holdings, Inc. (FLZH) runs 12 months; MindWave to receive FLZH common shares and a 20% allocation of FLASH TOKEN total supply.
Parties have not publicly disclosed the aggregate dollar value of the consideration for the FlashChain agreement.
FlashChain agreement provides for an annual maintenance fee equal to 50% of the applicable contract consideration, as specified in the agreement.
NewAmsterdam Pharma announced that it dosed the first participant in SPINOZA, a Phase 2b trial evaluating obicetrapib in about 400 people with preclinical Alzheimer's disease. The trial will randomize participants 1:1 to obicetrapib 10 mg or placebo for 52 weeks, with the primary endpoint being change in plasma p-tau217 at Week 52. The filing contains no financial results, so the news is a clinical development milestone rather than a change in the company's reported performance.
First participant dosed in SPINOZA, announced September 29, 2026
Trial plans about 400 participants, randomized 1:1 to obicetrapib 10 mg or placebo for 52 weeks
Primary endpoint is change from baseline to Week 52 in plasma p-tau217
Builds on BROADWAY Alzheimer's biomarker analysis, which showed statistically significant lower p-tau217 changes versus placebo over 12 months (p=0.025 in the full analysis set)
Cartesian Therapeutics presented 12-month data from five Phase 2 patients with myasthenia gravis who were retreated with Descartes-08 after symptoms returned. The company said retreated patients showed a mean MG-ADL reduction of 6.6 points at Month 12 and no serious adverse events during retreatment, and it reiterated that Phase 3 AURORA topline data are expected in the first quarter of 2027.
Five retreated patients; median interval of 16.6 months from end of initial treatment course to retreatment
Average MG-ADL reduction of 6.6 (±4.2) points and MGC reduction of 15 (±6.2) points from baseline at Month 12
No serious adverse events reported during retreatment; no cases of cytokine release syndrome or ICANS
Phase 3 AURORA topline data expected in 1Q27; BLA filing expected in mid-2027
At an Analyst Day on September 28, 2026, CAMP4 Therapeutics described the design and timing of its planned Phase 1/2 ASCEND trial of CMP-002 in SYNGAP1-related disorder and gave a pipeline update. The company expects to dose the first patient by the end of 2026 and targets topline data in the first half of 2028, so the update sets out timelines but reports no clinical results or financial figures.
The company expects to dose the first patient in the ASCEND trial by the end of 2026 and targets topline data in the first half of 2028.
The trial plans three multiple ascending dose cohorts with a minimum of eight participants each, randomized 3:1 to intrathecal CMP-002 or a sham procedure.
The company expects to designate a development candidate in its SHANK3 program for Phelan-McDermid Syndrome in 2027, citing more than 45,000 US patients.
MediciNova amended its office lease, extending the end date from January 31, 2027 to April 30, 2030, and agreed to rent increases starting February 1, 2027. The filing is an administrative lease change with no revenue, earnings, or guidance effect, though it commits the company to a longer occupancy period at higher rent.
Lease end date extended from January 31, 2027 to April 30, 2030, unless terminated earlier under the lease terms
Rent increases take effect February 1, 2027; the filing does not state amounts
Amendment dated September 23, 2026, with Newport Gateway Office LLC; original lease dated July 20, 2021 with Irvine Company LLC
Full amendment expected to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2026
4D Molecular Therapeutics said first patients have been enrolled across multiple sites in the 4SIGHT Phase 3 trial of 4D-150 for diabetic macular edema, and reported 2-year data from the SPECTRA trial. The SPECTRA results cover a small group of 9 patients at the Phase 3 dose, and the company describes the 75% treatment burden reduction as a retrospective estimate.
4SIGHT is a global Phase 3 trial with 514 treatment-naive DME patients, comparing 4D-150 against aflibercept 2 mg Q8W.
SPECTRA 2-year safety (N=22): no intraocular inflammation and no ocular serious adverse events reported.
At the Phase 3 dose (n=9), mean BCVA gain was +10.8 letters and mean CST reduction was -176 µm.
Reported supplemental injections were 61% lower than the 13.0 projected with on-label aflibercept; 2 of 9 (22%) patients remained injection-free.
Ainos entered into a Global Exclusive License Agreement with BioPhoenix Co., Ltd. dated September 24, 2026, covering its VELDONA low-dose oral interferon alpha platform for Sjögren's Disease and Thrombocytopenia. BioPhoenix will pay a $600,000 upfront fee and receives a 25% share of Ainos' net sublicensing revenue for these indications, with BioPhoenix funding the clinical and regulatory work. Ainos also agreed not to compete with the licensed indications during the term and for 10 years afterward.
Upfront license fee of $600,000, due after BioPhoenix receives the complete data package and written confirmation that technology transfer is complete
Total license fees would be approximately $10.0 million if BioPhoenix licenses all additional VELDONA indications, including the first sublicense fee
Ainos receives 25% of BioPhoenix's net sublicensing revenue for the Licensed Indications
Agreement runs until the later of patent expiration or 20 years after September 24, 2026, and Ainos may not compete for 10 years after it ends
Amprius Technologies entered an Other Transaction Agreement with the U.S. Government on September 23, 2026, for Project acCELLerate, a domestic manufacturing effort for silicon-anode battery cells used in small unmanned aerial systems. The fixed-price award is worth up to $75 million, with payments tied to accepted milestones, and the U.S. Government has obligated about $22 million so far. Because most of the award is unfunded and subject to future appropriations, and either party can terminate for convenience on 30 days' notice, shareholders face timing and funding uncertainty.
Agreement signed September 23, 2026, with total award value up to $75 million and no required company cost share
About $22 million obligated to fund the base period from September 23, 2026 through September 22, 2028
A majority of the total award remains unfunded and depends on future appropriations and milestone acceptance
Either party may terminate for convenience with at least 30 calendar days' written notice
Atlas Energy Solutions disclosed two equipment purchase agreements, signed September 18, 2026, by indirect subsidiaries with Wyoming Machinery Company d/b/a Energy Solutions, totaling roughly $613.5 million for a specific power generation project. The filing does not report revenue, earnings or guidance, so it gives shareholders a clearer view of capital commitments but no direct measure of financial performance.
Balance-of-plant equipment purchase agreement for approximately $340.5 million, with deliveries between June 2027 and December 2027 and 10% of the price withheld until WMC completes its obligations.
Generator purchase agreement for approximately 328 megawatts of equipment and services at approximately $273.0 million, with payments from September 2026 through January 2028 and tariffs passed through at actual amounts charged by Caterpill
The balance-of-plant agreement can be terminated for convenience on at least 14 days' written notice, with Shackelford paying amounts then due plus WMC's documented costs and related charges.
The power project is supported by a cost reimbursement agreement with a leading frontier AI lab, which the filing identifies as the intended off taker.
Cullinan Therapeutics said it plans to share clinical data for three T cell engager programs in the fourth quarter of 2026, including velinotamig data at the ACR Convergence 2026 meeting in November and CLN-978 and CLN-049 updates in December. The filing is a pipeline timing update with no financial results, guidance, or financial figures, so it does not change the company's reported financial position.
Velinotamig multi-dose data in SLE to be presented in a poster session at ACR Convergence 2026 on November 8, 2026
CLN-978 multi-dose and single target dose data in SLE, RA, and Sjögren's disease planned for December
CLN-049 updated dose escalation data in relapsed/refractory AML planned for December, following a meeting with the FDA that the CEO called successful
Nocera, Inc. entered into a Strategic Partnership and Joint Distribution Agreement with E-PRO Display Co., Ltd. on September 17, 2026, appointing Nocera a non-exclusive worldwide distributor of pre-owned iPhone 17 Pro and iPhone 17 Pro Max handsets under an iFP buy-back program. The filing states the agreement imposes no minimum quantity, amount or term, and that the allocated volume and value are E-PRO's, not Nocera revenue or backlog, so shareholders cannot yet assess any financial effect.
iFP's August 26, 2026 written confirmation shows about 600,000 handsets with an aggregate awarded value of about $520.5 million allocated to E-PRO; the filing says this is not Nocera revenue, orders or backlog.
No minimum quantity, amount or term applies; each tranche requires a separate written sale and purchase contract, and either party may decline any tranche without liability.
Nocera's registration as a supplier of iFP is in progress and has not been completed.
Shipments are expected in tranches from late September 2026 through November 2026 from Dallas/Fort Worth and Houston, Texas; the initial term is 12 months, terminable on 30 days' notice.
Anteris Technologies' subsidiary AAOPL and Harvey Industries Group signed an amendment on September 22, 2026 extending the term of their May 24, 2024 Supply & Quality Agreement. The extension runs until the earlier of December 31, 2026 or the signing of a separate replacement agreement, and all other material terms are unchanged.
Amendment dated September 22, 2026 extends the Supply & Quality Agreement executed May 24, 2024.
New term ends on the earlier of December 31, 2026 or execution of a replacement supply and quality agreement.
All other material terms of the agreement remain unchanged and in effect.
The amendment is filed as Exhibit 10.1 to the 8-K.
On September 23, 2026, SharonAI Holdings Inc. furnished a press release saying it will offer VAST Data's DataEnclave confidential AI capability as part of its AI Factory platform across Australia and Asia-Pacific. The filing is labeled Item 4.01 (Auditor Change), but its text describes no change in accountants, and the filing gives no financial figures for the collaboration.
Collaboration with VAST Data announced September 23, 2026; DataEnclave will be offered as part of Sharon AI's AI Factory platform
The press release says the collaboration is expected to expand the number of AI models available to customers, but gives no dollar amounts or timing
The Item 4.01 auditor-change label does not match the content; the filing describes no auditor change
Exhibit 99.1 press release and Exhibit 104 cover page data file are attached
TriSalus Life Sciences said it received FDA 510(k) clearance for its TriNav Advance device, an addition to its Pressure-Enabled Drug Delivery portfolio. The company expects to begin commercialization with the clearance and plans a limited market release over the coming weeks.
FDA 510(k) clearance announced September 22, 2026 for TriNav Advance
Device can be used in telescoping configuration with a compatible microcatheter to reach smaller, distal vessels, or in high-flow configuration without one
Company intends to initiate a limited market release over the coming weeks
Knightscope said it had about $27 million in estimated renewals, bookings and client awards from May 20 through September 18, 2026, across 109 contracts and awards. The company says this is an operating metric, not revenue or a GAAP measure, and that the figures are preliminary and unaudited. It is not providing or updating financial guidance, so the update does not show what the period means for results.
Total of about $27 million covers 109 contracts and awards from May 20 through September 18, 2026.
Renewals are estimated at about $19.6 million (72%) and new business at about $7.5 million (28%).
Largest renewal is a three-year master services agreement with a multinational industrial client, estimated at about $17 million over the initial term, with no minimum purchase obligation.
The company states the metric is not a measure of revenue or backlog and is not providing or updating financial guidance.
Myseum.AI entered a Second Amendment to its Sales Agreement on September 21, 2026, assigning The Benchmark Company's obligations as sales agent to its affiliate StoneX Financial Inc. The company also filed an amended prospectus supplement to reflect the change, and the filing describes no change to financial results or guidance.
Second Amendment dated September 21, 2026 amends the Sales Agreement dated February 10, 2025, as amended February 6, 2026.
Benchmark's obligations under the Sales Agreement are assigned to StoneX Financial Inc., an SEC-registered broker-dealer and FINRA and SIPC member.
Amendment No. 2 to the February 6, 2026 prospectus supplement was filed on September 21, 2026 to reflect the assignment.
The filing is attached as Exhibit 1.1 and is signed by CEO Darin Myman.
Deep Fission said it will work with Youngquist Brothers, a commercial drilling contractor, to evaluate and test drilling and borehole-construction methods for its underground reactor deployment model. The filing reports no financial results, and the company states that it is targeting commercial deployment as early as 2027.
Collaboration announced September 21, 2026, to advance large-diameter, deep borehole drilling methods
On September 3, the companies completed an equipment demonstration in Fort Myers, Florida, lowering and retrieving a 30-inch prototype canister into a 34-inch borehole to about 100 feet
Company is targeting commercial deployment as early as 2027
Sunshine Silver Mining & Refining said it added about 14,100 acres to its Silver Valley mineral rights, bringing the total to about 38,000 acres, and started a multi-year, 45,000-meter surface exploration drilling program. Surface drilling is expected to begin in the fourth quarter of 2026. The filing is an exploration and land update with no financial results, so it does not give shareholders a direct measure of earnings or cash flow.
Land position grows by about 14,100 acres, or 60%, to about 38,000 acres
Planned 45,000-meter surface drilling program; surface drilling expected to begin in Q4 2026
Three initial drill-ready targets: East Sunshine, Rock Creek and Pine Creek
Outlook Therapeutics disclosed that on September 16, 2026, it set the wholesale acquisition cost for LYTENAVA in the United States at $485 per vial. The filing is a routine pricing disclosure and does not include sales, revenue, or guidance figures.
Wholesale acquisition cost for LYTENAVA in the U.S. set at $485 per vial
Price established on September 16, 2026
Disclosed in an Item 8.01 (Other Events) filing dated September 18, 2026
Liberty Energy disclosed a supply contract signed February 13, 2026, under which its subsidiary Liberty Advanced Equipment Technologies LLC agreed to buy power generation equipment from Northeast-Western Energy Systems USA LLC for its prospective data center and distributed power projects. The contract price is approximately $493.2 million, and delivery and takeover are scheduled for 2028 and 2029, so the deal is a multi-year commitment with the timing of payments and results still ahead.
Contract price of approximately $493.2 million, subject to adjustment for tariffs and transportation costs.
Amendment No. 1, dated May 27, 2026, changed certain milestone invoice and payment events.
Delivery, performance testing and takeover are scheduled for 2028 and 2029.
Purchaser may terminate for convenience with a termination charge; NES-WES may suspend and terminate if required payments are missed after notice and a cure period.
Pro-Dex entered into a Third Amendment to its lease for the 28,180-square-foot Irvine, California building that houses its executive offices and manufacturing facility, with an effective date of August 18, 2026. The amendment extends the lease term to September 30, 2030 and sets base rent increases of 3.5% per year starting October 1, 2027. The filing describes this as a routine lease change, and all other lease terms are unchanged.
Lease term extended to September 30, 2030 under the Third Amendment dated September 16, 2026 and effective August 18, 2026
Base rent is $49,281.75 per month from October 1, 2027 through September 30, 2028
Base rent rises 3.5% to $1,724.86 more per month on October 1, 2028, and by a further 3.5%, or $1,785.23 per month, on October 1, 2029
Myseum.AI announced on September 16, 2026 that it has partnered with FUJIFILM North America Corporation to offer print-on-demand products to users of its Picture Party platform. The filing does not disclose any financial terms, revenue figures, or contract value, so the financial effect on shareholders cannot be determined from this filing.
Press release dated September 16, 2026, furnished as Exhibit 99.1 to the Form 8-K
Print-on-demand service is to be available later in September 2026 and includes items such as classic photo prints, mugs, canvas prints, totes, and puzzles
No financial terms, revenue amounts, or contract value are disclosed in the filing
Company says the partnership is an important new revenue opportunity; a desktop version of Picture Party is expected later this year
HIVE Digital Technologies announced through subsidiary BUZZ HPC a strategic partnership with Vancouver-based applied-AI firm ProCogia, under which ProCogia will buy dedicated GPU capacity from BUZZ HPC's Canadian data centers and act as a preferred applied-AI services partner for BUZZ HPC customers. The filing gives no contract value, revenue figure or financial terms, so the partnership's effect on shareholders cannot be measured from this document.
Announced September 10, 2026 and detailed in a press release dated September 16, 2026.
ProCogia will procure dedicated GPU capacity from BUZZ HPC's Canadian data centers.
The companies intend to jointly market to enterprise and SMB customers in the United States and Europe.
The filing discloses no dollar value, contract term or revenue expectation for the partnership.
Telomir Pharmaceuticals announced on September 17, 2026 the publication of a peer-reviewed preclinical study in International Journal of Molecular Sciences showing Telomir-Zn improved visual function and retinal structure in a model of age-related macular degeneration. The filing contains no financial results, and the study is preclinical, so it does not change the company's oncology clinical development focus.
Study published in International Journal of Molecular Sciences, 2026, 27(18), 8265, with Telomir-Zn dosed orally for 14 days in the model
Study reported significant improvement in visual performance and restoration of thickness across multiple retinal layers
Clinical development remains focused on a Phase 1/2 trial in advanced or metastatic triple-negative breast cancer under an FDA-cleared IND
StablecoinX Inc. and its subsidiary signed a Waiver Letter with Ethena OpCo Ltd. and the Ethena Foundation on September 14, 2026. The Ethena Parties agreed to permanently release lock-up restrictions on the company's ENA tokens, effective October 5, 2026, and the letter sets a framework for the company to sell ENA tokens to fund working capital, subject to notice and Foundation consent rights.
Waiver Letter dated September 14, 2026, effective October 5, 2026, covers all lock-up, vesting and unlocking restrictions on the company's ENA tokens, including a 48-month contractual lock-up tied to the PIPE in connection with its business
Any Funding Sale requires at least five business days' prior written notice, giving the Foundation the option to acquire all or part of the ENA at the proposed price.
Any ENA sale still requires Foundation consent, not to be unreasonably withheld, under Section 4.2(b) of the Collaboration Agreement dated September 5, 2025; applicable law restrictions remain in effect.
Generac agreed to issue Amazon a warrant to buy up to 1,693,745 common shares at $200.9266 per share, alongside a long-term backup generator supply agreement. The warrant vests in tranches tied to gross payments from Amazon and its affiliates, up to $8 billion in total, and can be exercised through September 16, 2033.
Warrant covers up to 1,693,745 shares at $200.9266 per share; 307,954 shares vested immediately.
Vesting tied to aggregate gross payments, net of certain offsets, from Amazon for backup generators for Amazon data centers, up to $8 billion.
Initial backup generator deliveries are expected to total $2.4 billion in 2027 and 2028.
Warrant is exercisable on or before September 16, 2033; shares issued without SEC registration under Section 4(a)(2).
Co-Diagnostics said it is working with UK-based ReadyGo Diagnostics to evaluate whether ReadyGo's blood sample-preparation technology can work with the Co-Dx PCR platform, starting with decentralized Ebola detection. The filing describes early feasibility work only, with no financial terms, and the companies say there is no assurance the evaluation will succeed or lead to a commercially available product.
Collaboration with ReadyGo Diagnostics Ltd. announced September 16, 2026, with an initial focus on decentralized Ebola virus detection
Feasibility work has begun, and Co-Diagnostics has taken delivery of ReadyGo materials and devices for the evaluation
The Co-Dx PCR platform has not been cleared or authorized by the FDA and is not yet available for sale
Live press conference and webcast scheduled for September 16, 2026, at 10:30 a.m. ET
Parabilis Medicines said it plans an oral presentation of updated clinical data from the ongoing Phase 1/2 study of zolucatetide in desmoid tumor patients at the ESMO Congress 2026 in Madrid, Spain. The filing describes the update as a change to its guidance, but it gives no financial figures, so the disclosure mainly signals upcoming clinical data for shareholders to watch.
Presentation is scheduled for Saturday, October 24, 2026, in a sarcoma-focused Proffered Paper session.
Session begins at 2:45pm CEST (8:45am ET).
Data come from the ongoing Phase 1/2 study of zolucatetide in desmoid tumor patients.
The filing was furnished under Item 7.01 (Regulation FD Disclosure) and was signed by CFO Thomas Kotarakos.
On September 10, 2026, Global Technology, a wholly owned subsidiary of Applied Optoelectronics, signed a 10-year lease for a factory building of about 38,311.8 square meters in Ningbo, China, starting September 16, 2026. The filing gives annual rent of RMB 6,896,124, with a 3% increase every three years from the third lease year, and grants the subsidiary alteration rights and rights of first refusal to buy or renew. The lease adds a multi-year fixed obligation and facility capacity for production, but the filing does not describe its financial size relative to the company's results.
Lease term: September 16, 2026 to September 15, 2036, ten years
Annual rent of RMB 6,896,124, rising 3% every three years beginning in the third lease year
Three-month rent-free renovation period after delivery of the property; subsidiary may alter the building at its own expense
Lessor may not terminate before expiration except for force majeure or material breach by the subsidiary
Aligos Therapeutics amended the lease for its South San Francisco headquarters, extending the term from March 31, 2027 to March 31, 2034. The amendment sets rising monthly base rent per square foot, grants a ten-month rent abatement, and gives the company an option to terminate in 2031 for a $2,476,429.22 fee.
Lease term extended from March 31, 2027 to March 31, 2034, with base rent of $4.650 to $5.716 per rentable square foot per month
Ten-month rent abatement from April 1, 2027 to January 31, 2028, if there is no material default
One-time option to terminate as of March 31, 2031, with notice by March 31, 2030 and $2,476,429.22 termination consideration
LifeMD announced an exclusive collaboration with AT&T under which eligible AT&T wireless and fiber customers receive a complimentary LifeMD membership, with the $19 monthly fee waived. The filing does not quantify expected revenue or costs, but it states that LifeMD will initially pay AT&T a fixed fee per lead, and that the agreement runs for an initial one-year term with automatic renewals.
Eligible AT&T customers receive a LifeMD membership with a $228 annual value; the $19 monthly fee is fully waived.
The initial launch covers 29 million AT&T customers in 11 states, with additional markets joining in January 2027 as the program expands nationwide.
LifeMD will pay AT&T a fixed fee per lead, with later compensation to be negotiated; the agreement has a one-year initial term with automatic one-year renewals unless either party gives 90 days' written notice.
Coya Therapeutics said the 100th patient has been enrolled in its ongoing Phase 2/3 ALSTARS Trial of COYA 302 for amyotrophic lateral sclerosis (ALS). The company expects to complete enrollment of 120 participants and report topline data in early Q2 of 2027, based on current enrollment trends.
100th patient enrolled in the ALSTARS Trial (NCT07161999) as of September 15, 2026
Full enrollment of 120 participants expected, with topline data targeted for early Q2 2027
Primary endpoint is change in ALSFRS-R total score from baseline to Week 24 compared with placebo
Telomir Pharmaceuticals announced preclinical research from The Ohio State University showing Telomir-Zn inhibited cell growth in human and canine osteosarcoma cell lines at similar low drug concentrations. The company said it is assessing a possible canine in vivo study while its triple-negative breast cancer program advances toward site initiation and Phase 1/2 enrollment. The filing reports no financial results, and the findings are preclinical.
Study tested Telomir-Zn on three cell lines: HOS (human), D17 (canine), and Abrams (canine).
All three osteosarcoma cell lines showed growth inhibition at similar low drug concentrations.
The company is in discussions with Ohio State and is assessing next steps for a potential canine in vivo efficacy study.
The TNBC program remains the immediate clinical focus, with an active IND cleared by the FDA.
Immunocore said it has reached its target enrollment of 540 patients in the registrational Phase 3 TEBE-AM trial of KIMMTRAK (tebentafusp) in previously treated advanced melanoma. Patients already in the trial will continue to be followed for the planned overall survival analysis, and the company expects to share topline data as early as the end of 2026.
Target enrollment of 540 patients in the TEBE-AM trial was achieved, as announced September 14, 2026.
The primary endpoint of the trial is overall survival.
The company believes tebentafusp could address up to 4,000 HLA-A*02:01-positive patients in the US and Europe in the post-PD1 setting.
Topline data are expected as early as the end of 2026.
FingerMotion announced a non-binding memorandum of understanding with Lyken AI Computing and BlueFlare Energy Solutions to match enterprise AI compute demand with modular behind-the-meter capacity in Western Canada, and gave an update on natural gas supply talks. The MOU does not reserve or guarantee capacity, grant exclusivity, or commit any party to financing, and no definitive gas supply agreement has been executed.
Non-binding, non-exclusive MOU dated September 3, 2026, covering Alberta, British Columbia, and Saskatchewan
FingerMotion completed acquisition of a 9.9% Lyken interest on August 17, 2026; Alset AI retains 90.1% control
FingerMotion is discussing possible firm natural gas supply with multiple suppliers, but no definitive supply agreement has been executed
The filing states no pricing, minimum capacity, revenue commitments, or development schedules have been set
KALA BIO entered into an Exclusive Distribution and Reseller Agreement with Virotek, Inc. on September 3, 2026, appointing Kala as sole distributor and reseller in the United States of a genetic testing and screening program for ophthalmology. Net profit from the program is split equally after Virotek recovers cost of goods sold, and the filing does not disclose any upfront payment or financial projections for the deal.
Agreement dated September 3, 2026 with Virotek, a Wyoming corporation; initial term of five years
Exclusivity converts to non-exclusive if Kala misses a milestone in Exhibit B by September 3, 2027, after a 30-day cure period
Net profit split equally between Virotek and Kala after cost of goods sold is recovered by Virotek
Virotek granted Kala a right of first refusal on certain dispositions of ophthalmological products, with at least 30 days to exercise
Amylyx entered a manufacturing and supply agreement with Bachem on September 8, 2026, and a term sheet with Polypeptide Group on September 1, 2026, to supply its long-term commercial needs for avexitide drug substance, if approved. The company will pay Polypeptide a $30 million upfront fee for capacity reservation, and both suppliers are non-exclusive.
Bachem Manufacturing Agreement signed September 8, 2026, with an initial five-year term that renews automatically for three-year periods
Polypeptide Term Sheet signed September 1, 2026, with a $30 million upfront fee for capacity reservation; a definitive agreement is still to be negotiated
Both agreements require minimum annual purchases beginning in 2028, with supply prices adjusted annually
Full agreements will be filed as exhibits to the Form 10-Q for the quarter ending September 30, 2026
Full House Resorts' subsidiary FHR-Illinois and the City of Waukegan, Illinois, signed Amendment No. 1 to their development agreement for the American Place casino on September 2, 2026. The amendment extends the permanent facility's construction completion date to February 17, 2029 and allows the temporary casino structure to be kept in use for five years after the permanent casino opens.
Amendment dated September 2, 2026, formalizes terms the Waukegan City Council approved in July 2026.
Permanent American Place construction completion date extended to February 17, 2029, with operations to begin within three months of completion.
Temporary casino structure may be retained and used for five years beyond the permanent casino's opening.
All other terms of the original January 18, 2023 Development Agreement remain in effect.
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