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Trump and Xi Meet as Iran War Threatens to Overshadow the Trade Agenda

A Relationship Defined by Structural Tension

Nitish Kishor | 08 May 2026

Global Food Prices Hit Three-Year High as Hormuz Disruptions Reshape Agricultural Markets

Global Food Prices Hit Three-Year High on Vegetable Oil and Meat Surge

Nitish Kishor | 08 May 2026

US Markets Retreat Amid Middle East Tensions; Oil Prices Surge While Futures Rebound

US equities pulled back from record levels on Thursday as investors assessed Iran’s response to a US-led peace proposal aimed at reopening the Strait of Hormuz and restoring global tanker movements. TheDow Jones Industrial Averagedeclined 0.6%, retreating from the 50,000 mark, while the S&P …

Team Kalkine | 08 May 2026

Pharming Group (PHAR) Stock Slides 27% as Full-Year Revenue Guidance of $425M Fails to Beat Analyst Expectations

Pharming Group, the Netherlands-based rare disease specialist best known for RUCONEST — its recombinant C1 esterase inhibitor for hereditary angioedema — issued full-year 2026 revenue guidance of $405 million to $425 million on Friday, a range that straddled analyst consensus of $411.9 million but …

Nitish Kishor | 08 May 2026

Atara Biotherapeutics (ATRA) Stock Surges 93% as FDA Clears Path for Tabelecleucel BLA Resubmission in EBV+ PTLD

Atara Biotherapeutics received perhaps the most consequential piece of regulatory clarity in its corporate history on Friday, as the US Food and Drug Administration confirmed — following a Type A meeting — that a single-arm study supported by an appropriate historical control could serve …

Nitish Kishor | 08 May 2026

Entrada Therapeutics (TRDA) Stock Falls 57% Despite Statistically Significant ENTR-601-44 Results in Duchenne Muscular Dystrophy Trial

Entrada Therapeutics reported what it described as a statistically significant and potentially differentiated improvement versus placebo in Time to Rise velocity from its Phase 1/2 ELEVATE-44-201 trial of ENTR-601-44 in patients with Duchenne muscular dystrophy carrying exon 44-amenable mutations — and watched its shares …

Nitish Kishor | 08 May 2026

EDAP TMS (EDAP) Stock Gains 16% as Focal One HIFU Posts Record Q1 Revenue Up 78% and HIFI-2 Data Strengthen Clinical Case

EDAP TMS delivered a first-quarter performance that demonstrated the commercial momentum of its Focal One robotic high-intensity focused ultrasound platform in convincing terms, reporting record HIFU revenues of $11.6 million — a 78% year-over-year increase — alongside compelling clinical data from the HIFI-2 study. …

Nitish Kishor | 08 May 2026

AIM ImmunoTech (AIM) Stock Rises 16% on Ampligen Phase 2 Data Showing 50% Response Rate and 32.5-Month Survival in Ovarian Cancer

AIM ImmunoTech reported Phase 2 topline data for Ampligen (rintatolimod) in recurrent ovarian cancer that, on their face, represent some of the most clinically striking results the company has generated in its long and often turbulent history. A 50% objective response rate, a 79% …

Nitish Kishor | 08 May 2026

enGene Therapeutics (ENGN) Stock Crashes 81% After LEGEND Phase 2 Data Disappoint on Bladder Cancer Complete Response Rate

enGene Therapeutics delivered a data readout on Friday that the market received as a decisive disappointment, sending shares down 81% to close at $1.72 after the company reported six-month complete response rates from the LEGEND Phase 2 pivotal cohort evaluating detalimogene voraplasmid in patients …

Nitish Kishor | 08 May 2026
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