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How (Nasdaq: VBIO) Built A Platform That Could Cover Both Biodefense And Cancer Patients



Any content you receive is for information purposes only. Always conduct your own research.

*Sponsored

How (Nasdaq: VBIO) Built A Platform That Could Cover Both Biodefense And Cancer Patients


Pentagon Briefings, A World-Premier Cancer Center, and a Biodefense Name That's Starting to Get Noticed


Valion Bio, Inc. (Nasdaq: VBIO) is quietly building what few small-caps ever achieve: a government-validated platform, multiple active clinical pathways, and its own domestic manufacturing engine.


July 22nd

Greetings Reader,


When a company briefs Pentagon leadership on its technology not once but twice within a matter of weeks, and then a globally recognized cancer institution independently decides to fund and conduct its own clinical trial using that company's drug, paying close attention starts to feel less like speculation and more like standard due diligence.


That company is Valion Bio, Inc. (Nasdaq: VBIO).


Until April 2026, it was known as Tivic Health Systems, a name that carried a very different story. The corporate rebrand was not cosmetic.


It reflected a completed transformation into a late-stage biopharmaceutical company anchored by a TLR5 agonist platform called Entolimod, backed by more than $140Mn in cumulative development funding, and now operating its own U.S.-based biomanufacturing subsidiary.


In May 2026, CEO Michael K. Handley briefed senior officials from the U.S. Department of War and BARDA jointly on Entolimod for Acute Radiation Syndrome. That session followed an earlier meeting with Pentagon leadership in April.


In both engagements, officials asked for more, with a specific interest in an oral formulation capable of offering operational advantages over injectable countermeasures in mass-casualty scenarios.


These are not cold-call meetings.


The U.S. House Armed Services Committee's FY27 National Defense Authorization Act report has since directed the Assistant Secretary of Defense for Nuclear, Chemical, and Biological Defense to develop a concrete prioritization plan for radiation and nuclear countermeasures that function both before and after exposure.


That directive aligns almost precisely with what Entolimod was designed to do.


Then came the news from Israel. Sheba Medical Center, widely recognized as one of the world's foremost cancer institutions, announced it would self-sponsor a clinical study evaluating Entolimod's capacity to reduce radiation-induced neutropenia and protect healthy tissue in cancer patients undergoing high-dose radiation therapy.


Sheba approached Valion Bio directly. It is funding the trial itself. Valion supplies the drug.


CEO Michael K. Handley called it, "meaningful external validation of our science."

About The Company: Valion Bio


Valion Bio, Inc. (Nasdaq: VBIO) is a clinical-stage biopharmaceutical company headquartered in San Antonio, Texas. Its lead asset, Entolimod, is a TLR5 agonist that activates the body's innate immune system through the flagellin receptor pathway, triggering protective responses across both bone marrow tissue and the gastrointestinal tract.


This dual-tissue mechanism separates it from existing stockpiled radiation countermeasures like Neupogen and Neulasta, which address only white blood cell recovery.


Entolimod carries FDA Fast Track designation and Orphan Drug designation, and is advancing under the FDA's Animal Rule pathway, the regulatory mechanism designed for medical countermeasures where human efficacy trials are not ethically or logistically feasible. That's precisely the situation for a drug built to address mass radiation exposure events.


The company's second molecule, Entolasta, is a next-generation TLR5 agonist positioned for oncology supportive care and immune dysfunction, including immunosenescence applications.

The company's third potential revenue pillar is Velocity Bioworks, a wholly-owned CDMO subsidiary that opened its San Antonio facility in May 2026 and employs approximately 45 scientists, engineers, and operators.


The facility recently completed a 200-fold scale-up of Entolimod production, reaching 50-liter fermentation capacity representing approximately 1.3Mn potential human doses.


Velocity Bioworks also pursues third-party biomanufacturing contracts, creating a commercial revenue layer independent of clinical or regulatory milestones.


As of Q1 2026, VBIO reported $7.2Mn in cash on its balance sheet, with NIAID committing up to $7Mn in non-dilutive federal funding to complete all remaining BLA-enabling in vivo studies.

6 Potential Catalysts Putting (Nasdaq: VBIO) On Our Watchlist


#1. A Float Of Approximately 2.56Mn Shares Makes VBIO A Low Float Name To Watch.


With approximately 2.56Mn shares in its float, VBIO qualifies as a low float name where the potential for heightened volatility may be significant, particularly as government procurement dialogue and clinical news continue to develop around the Entolimod platform.


#2. Federal Government Now Funds And Co-Navigates VBIO's Path To BLA Filing.


NIAID's commitment of up to $7Mn covers all remaining in vivo testing required for VBIO's Biologics License Application. The agency also co-navigates the FDA submission process, adding federal institutional support to the regulatory strategy in a way that company CEO Michael K. Handley described as "a materially different risk profile than a company-sponsored study."


#3. House Armed Services Committee's FY27 NDAA Directive Creates Legislative Alignment For VBIO.


The FY27 National Defense Authorization Act report now directs the Pentagon to prioritize radiation and nuclear countermeasures with both pre- and post-exposure capability, mapping almost precisely to Entolimod's designed mechanism and the active procurement dialogue VBIO has been building with Department of War and BARDA leadership.


#4. Sheba Medical Center's Self-Funded Trial Gives VBIO External Scientific Validation Without Cost.


When a world-class institution independently funds and conducts a clinical trial with a company's drug, as Sheba Medical Center is now doing with VBIO's Entolimod, it provides credibility that a company-funded study cannot replicate. Sheba reached out to Valion Bio directly with no financial incentive from the company.


#5. Velocity Bioworks Gives VBIO End-To-End Manufacturing Control That Creates A Commercial Moat.


Most small-cap biotechs at this stage rely entirely on contract manufacturers. VBIO controls its own 50-liter fermentation production line, has demonstrated 200-fold scale-up capacity, and generates third-party CDMO contract revenue, building structural commercial resilience that is rare at this market capitalization and stage of pipeline development.


#6. Multiple Oversold Leaning Technicals Could Be Signaling Potential For A Healthy Reversal.


A technical analysis reveals VBIO has several oversold indicators, suggesting a possible reversal setup may be developing.


At 3:30PM EST on Tuesday, VBIO had a 9-Day and 14-Day Relative Strength Index both below 27% and a 9-Day and 14-Day Raw Stochastic below 4%.


These technical levels suggest a profile that may be currently undervalued.

In Closing


Valion Bio, Inc. (Nasdaq: VBIO) is a name built at the intersection of national security and clinical science. Entolimod was not born in a startup pitch deck. It emerged from decades of federally funded research, tested across 42 non-human primate studies and evaluated in approximately 300 human subjects.


Now the pieces are converging: active federal support, a globally recognized external clinical partner, domestic manufacturing control, and a legislative backdrop that seems written for exactly what this platform was designed to address.


Whether or not these developments translate into procurement agreements or near-term regulatory milestones, VBIO has constructed a credibility infrastructure that most clinical-stage biotechs spend years trying to build. The Entolimod story is not done being written.


We're officially kicking-off coverage on Valion Bio, Inc. (Nasdaq: VBIO).


Be on the lookout for updates heading your way soon. Talk again shortly.


Sincerely,

Kai Parker

StockWireNews


(Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)

640 Percent Growth Meets (NASDAQ: ZENA) Today As Defense Spending Headlines Continue



Any content you receive is for information purposes only. Always conduct your own research.

*Disseminated on Behalf of ZenaTech, Inc.

Tonight's Radar: (NASDAQ: ZENA) Just Landed On The Krypton Street Watchlist This Morning—Wednesday, July 22, 2026

Don’t Miss The Next Breakout—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email.

Consider Starting Your Own Research On (ZENA)...

[ Company Website ] | [ ZENA’s Corporate Portal ]

July 22, 2026

Dear Reader,

America is buying drones. Thousands of them. Hundreds of thousands of them.

The White House just released its new National Resilience Strategy, placing commercial drones alongside AI, critical infrastructure, domestic manufacturing, and secure supply chains as technologies critical to America’s long-term resilience.

And that is only the latest signal.

In January, the White House called for the largest defense budget in American history: $1.5T for fiscal year 2027, a 66% increase from current levels.

The Pentagon has announced plans to spend $1B to purchase more than 340,000 American-made drones by 2027, with 30,000 of those due by July 2026. And Defense Secretary Pete Hegseth has issued a directive ordering every Army squad to be equipped with unmanned systems by the end of 2026.

This is not a wish list.

It is a mandate.

Then, in December 2025, the FCC added foreign-made drones to its Covered List, effectively banning new models from DJI and other Chinese manufacturers.

DJI controlled nearly 80% of the American drone market. That door is now closing. Someone has to fill the gap.

One small NASDAQ-listed company has been building for exactly this moment. It designs drones, manufactures drones, and operates a national Drone-as-a-Service network, and it just reported 640% first-quarter revenue growth.

Now, it has signed multiple offers to acquire land surveying and geospatial services companies across the US, Canada, and Australia. Subject to closing, management expects the businesses to collectively contribute approximately C$40Min revenue during the first 12 months following closing.

ZenaTech Inc. (NASDAQ: ZENA) is topping our watchlist this morning, Wednesday, July 22, 2026.

Keep reading to learn more about ZENA.

ZenaTech Inc. (NASDAQ: ZENA)

ZenaTech Inc. is a business technology company that designs drones, manufactures drones, sells drones, and operates a national service network that deploys them. It also owns twelve enterprise software brands that generate recurring revenue while the drone business scales.

Not a concept.

Not a pitch deck.

A company that built a software business first, then used that foundation to expand into drones.

Three divisions: Drone Technology Solutions, Drone-as-a-Service, and Enterprise SaaS Software.

All working together.

Inline Image

The flagship ZenaDrone 1000. Roughly 7 by 12 feet, with an interchangeable nose cone and a payload compartment that can carry temperature-controlled cargo like medical supplies or blood.

Source: ZenaTech Inc.

Manufacturing happens across three facilities, all in active expansion mode: a UAE facility operating since 2022 and expanded to over 22,000 square feet, a new Arizona facility being leased and expanded for US defense drone manufacturing, and the Spider Vision Sensors subsidiary in Taiwan producing cameras, sensors, motors, and circuit boards with a supply chain built specifically to meet NDAA US defense requirements. That matters because roughly 80% of critical electronic components used in drones globally are manufactured in China, a dependency the US government is actively working to eliminate.

Revenue Growth of 640%: The Numbers Are Accelerating, Not Slowing

ZenaTech Inc. just reported first-quarter 2026 revenue growth of 640% year over year, powered by its drone division. The company also reported an annualized revenue run rate of approximately C$33M based on first-quarter 2026 revenue. Management calls it a baseline, not a ceiling.

The trend behind that number is just as important. Q3 2025 revenue hit $4.35M, up 1,225% year-over-year. Full-year 2025 revenue reached $12.9M, up 558% versus $2M for full year 2024.

That is not a spike. That is a pattern.

"We are seeing strong demand for drone-based land surveying, mapping, and infrastructure inspection services across both the public and private sectors. As we continue integrating our recent acquisitions and deploying AI-driven flight control technologies, we expect sustained growth momentum to continue into 2026." - Dr. Shaun Passley, PhD, ZenaTech CEO

And the latest acquisition news could push the company into an entirely different revenue category.

On July 14, ZENA announced that it had signed offers to acquire multiple land surveying and geospatial services companies across the US, Canada, and Australia.

If the transactions close, management expects the target companies to collectively contribute approximately C$40M in revenue during the first 12 months following closing. The estimate is based on unaudited information provided by the acquisition targets and management estimates, and has not been independently verified by auditors.

That C$40M is not a forecast from businesses ZENA hopes to build from scratch. It represents expected revenue from established operations the company is seeking to acquire, integrate, and convert to its Drone-as-a-Service model.

The Roll-Up Engine: 25 Acquisitions and a Recurring Revenue Machine

This is the part many people underestimate. ZENA is not just selling drones. It is rolling up established, under-digitized field service companies, land surveyors, inspection firms, and powerwashing businesses, then integrating drone technology to make those services faster, cheaper, and safer.

Hardware sales are lumpy. Service revenue repeats. A customer needs inspections every month, surveys every quarter, and inventory counts every week.

As of mid-2026, the company has completed 25 acquisitions across its Drone-as-a-Service platform, including the recent Green Earth Powerwashing franchise network and the newly closed acquisition of Grande Prairie, Alberta-based Velocity Geomatics Inc., marking ZenaTech's first move into drone-based geomatics for environmental and regulatory compliance in the oil and gas sector.

The deal, announced July 16, hit a stated goal management first set in January 2025: reaching 25 acquisitions by mid-2026. Recent market research projects the global Drone-as-a-Service market could reach approximately $355B by 2032, growing at over 36% annually.

Inline Image

The US commercial drone market is projected to keep expanding through 2030.

Source: Grand View Research

Paid Military Trials Are Done. Certification Is the Next Gate.

ZenaTech Inc. has already completed paid trials with the US Air Force for medical supply delivery and with the US Navy for sub-zero climate operations. Not proposals. Completed field tests.

The company is now planning additional demonstrations aimed at getting its latest drone solutions into the hands of potential defense customers.

For Pentagon work, Blue UAS is the standard, and Green UAS is the fast-track into it. Green UAS applications are in progress for the IQ Nano, IQ Square, and ZenaDrone 1000, and the company is preparing its IQ Quad land survey drone for Blue UAS certification submission.

The company is also moving into dedicated drone defense. The ZenaDrone 2000 Maritime Interceptor and the IQ Glider launch-and-refueling platform are being developed as a cost-effective "drone-versus-drone" defense system, giving naval operators an alternative to high-cost interceptor missiles.

Inline Image

The global military drone market is projected to grow from roughly $15B in 2024 to nearly $47B by 2032.

Source: Fortune Business Insights

The Quantum Edge Most Have Not Factored Yet

Most of the market sees ZENA as a drone company. That misses a critical layer. The company is building AI autonomy platforms and conducting quantum computing research and development, including a newly announced quantum navigation system for GPS-denied drone operations in contested environments.

The quantum navigation system uses quantum technologies but is a separate initiative from the company's quantum computing R&D, which is focused on harnessing large, real-time data sets from drone swarms for computing power.

Its most significant initiative is Eagle Eye, a quantum-powered defense intelligence R&D project built for US Defense and Homeland Security applications. It integrates AI drones with quantum computing to deliver predictive mission analysis, enhanced situational awareness, and optimized military logistics.

Inline Image

Eagle Eye integrates AI drones with quantum computing for US defense and homeland security applications.

Source: ZenaTech Inc.

Consider Starting Your Own Research On (ZENA)...

[ Company Website ] | [ ZENA’s Corporate Portal ]

7 Reasons Why ZenaTech Inc. (NASDAQ: ZENA) Is Topping Our Watchlist This Morning, Wednesday, July 22, 2026…

1. A Five-Star Analyst. Bullish Rating. Over 200% Implied Upside Potential: Maxim Group analyst Matthew Galinko, a five-star rated analyst, has a Bullish rating on ZENA with a $5 target. That target represents over 200% upside potential from current levels. When only one analyst is paying attention and the rating is Bullish the question becomes what happens when more discover the story.

2. The Defense Tailwind Is Not a Forecast. It Is Policy: Trump has called for $1.5T in defense spending. The Pentagon wants 340,000 drones by 2027. Every Army squad must have unmanned systems by the end of 2026. And the new National Resilience Strategy puts drones at the center of America’s security agenda.

3. The DJI Ban Just Handed American Manufacturers the Market: DJI controlled nearly 80% of US commercial drones. The FCC just blocked new Chinese models from entering the market. Someone has to fill the gap, and ZENA is building an Arizona facility to manufacture drones specifically for US military compliance.

4. Revenue Is Accelerating, Not Slowing: ZENA reported a 640% year-over-year revenue increase in Q1 2026 and an annualized run rate of approximately C$33M. Full-year 2025 revenue grew 558% to $12.9M. The company is not talking about growth. It is reporting it.

5. Drone-as-a-Service Is the Differentiator No One Else Has Built: 25 acquisitions completed across land surveying, inspections, and commercial services, including a newly closed deal expanding Drone-as-a-Service into Western Canada's oil and gas sector, a market growing at roughly 28% annually, with infrastructure already scaling across eight-plus states. Recurring revenue in a Drone-as-a-Service market projected to reach approximately $355B by 2032. According to the company, no other drone manufacturer is executing this model at scale.

6. The US Military Has Already Tested Their Drones, and Certification Is Underway: Paid trials with the Air Force and Navy are complete, and the company is now planning additional demonstrations to put its latest solutions in front of potential defense customers. Green UAS applications are in progress for three drone platforms, with the IQ Quad being prepared for Blue UAS certification submission. That is the gateway to US government and defense procurement.

7. A Wide-Open Valuation Gap, a Fresh Russell 3000 Listing, and 50%+ Insider Control: ZENA has a market cap around $130M. Compare that to AeroVironment at approx. $7.32B, and Kratos at approx. $9.03B. The company was just added to the Russell 3000 Index, and CEO Dr. Shaun Passley controls more than 50% of voting shares, with insiders holding approximately $33M in the company. The math speaks for itself.

Consider Starting Your Own Research On (ZENA)...

[ Company Website ] | [ ZENA’s Corporate Portal ]

Before you call it a night, I think it’s worth taking one more look at why (ZENA) has landed front and center.

The policy setup is as clear as it gets: a $1.5T defense budget request, a Pentagon mandate for 340,000 American-made drones, and a DJI ban that just closed the door on 80% of the US drone market. ZenaTech Inc. (NASDAQ: ZENA) is not waiting for the tailwind. It is already executing.

Q1 2026 revenue grew 640% year-over-year, with an annualized run rate of approximately C$33M. Twenty-four Drone-as-a-Service acquisitions are complete. Paid military trials are done, with additional customer-facing demonstrations planned next. Green UAS certification is in progress. Manufacturing is expanding through leased facilities in Arizona and Taiwan. The company was added to the Russell 3000 Index. And the only analyst covering ZENA has a Bullish rating with a $5 target.

With a market cap of roughly $118M against drone-focused peers valued at $1.34B, $7.32B, and $9.03B, the gap between where this company is and where it could go is difficult to ignore.

We have all eyes on ZENA this morning.

Also, keep a lookout for my next update.

And as always, please remember to do your own research.

Alex Ramsay

Co-Founder / Managing Editor

Krypton Street Newsletter

KryptonStreet.com (“KryptonStreet” or “KS” ) is owned by Media 1717 LLC, a single member limited liability company. Data is provided from third-party sources and KS is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile KS brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors.

Pursuant to an agreement between Media 1717 LLC and TD Media LLC, Media 1717 LLC has been hired for a period beginning on 07/21/2026 and ending on 07/22/2026 to publicly disseminate information about (ZENA:US) via digital communications. Under this agreement, TD Media LLC has paid Media 1717 LLC seven thousand five hundred USD (“Funds”). To date, including under the previously described agreement, Media 1717 LLC has been paid fifty one thousand USD (“Funds”). These Funds were part of the fifteen thousand USD funds that TD Media LLC received from a third party named LFG Equities Corp. who did not receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices.

Neither Media 1717 LLC, TD Media LLC and their member own shares of (ZENA:US).

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