DBVT +25% on Breakthrough Therapy Validation

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DBV Technologies (DBVT) jumped roughly 25% after reporting a successful Phase 3 trial for its Viaskin Peanut patch in children with peanut allergies. Nearly 47% of treated patients met responder criteria vs. ~15% on placebo, a statistically significant result in a large global study. With FDA Breakthrough Therapy Designation already in place, the company plans to submit its BLA in H1 2026, accelerating the regulatory path. The move reflects how, in a selective market, clear clinical milestones still unlock sharp upside, even amid broader risk scrutiny.

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RKLB +17% on Billion-Dollar Defense Contract

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Rocket Lab (RKLB) surged ~17% after winning an $816M prime contract from the U.S. Space Force to build missile-tracking satellites for the Tranche 3 program, with total potential capture approaching $1B including follow-on subsystem work. The award reinforces Rocket Lab’s position as a vertically integrated defense-space prime, benefiting from government-backed demand that is less sensitive to financing cycles. In contrast to leveraged AI infrastructure builds, this rally highlights investor preference for revenue-backed growth tied to national security spending.

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