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Spruce Biosciences (SPRB) surged over 1,400% in one day after the U.S. FDA granted Breakthrough Therapy Designation for its experimental enzyme replacement therapy, Tralesinidase Alfa (TA-ERT), which targets Sanfilippo Syndrome Type B (MPS IIIB) — a rare and deadly genetic disorder.The designation fast-tracks development and review, signaling strong confidence in the drug’s potential and marking one of the biggest single-day gains for a biotech stock this year.
President Trump’s recent meeting with Ukraine’s Zelenskyy made headlines for what didn’t happen: the U.S. stopped short of sending Tomahawk missiles, with Trump saying he wants both sides to “stop at the battle line.” But behind the diplomacy is a supply problem — and a potential business opportunity.
According to military analysts cited by ZeroHedge and the Financial Times, the Pentagon has only a few dozen Tomahawks left to spare after heavy use. Out of roughly 4,000 total missiles, only 20–50 could be sent to Ukraine, far too few to shift the war. Production is lagging, and the U.S. defense stockpile is running low as demand spikes worldwide.
That shortfall creates an opening for Lockheed Martin (LMT) and Raytheon (RTX), the primary manufacturers of Tomahawks and precision strike weapons. Trump’s emphasis on “America First” defense and past moves to take direct U.S. stakes or long-term production contracts in strategic industries (as seen in lithium and rare-earths) make a similar model likely for missile manufacturing. A government equity position or guaranteed supply contracts would ensure control over production while rebuilding depleted arsenals.
If that happens, Lockheed Martin stands to benefit first — it already produces key systems like the JASSM, HIMARS, and next-generation hypersonics. A new replenishment initiative or government-backed expansion deal could push order books and margins higher heading into 2026.
Investor takeaway: The U.S. can’t meet defense demands without rebuilding domestic missile capacity. Trump’s approach — limiting exports while rebuilding at home — suggests a new cycle of state-backed defense production. For investors, that points toward Lockheed Martin (LMT) and Raytheon (RTX) as quiet winners of the Tomahawk shortfall and the next wave of “America First” defense policy.
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