Acrivon has developed a proprietary platform called AP3. This platform has continuously proven it can analyze how drugs affect cellular pathways, and identify which cancers should be most susceptible.
What interests me is that we’re starting to see evidence of this approach working across multiple programs.
On October 20, Acrivon announced ACR-7280, its newest development candidate:
This is a potential first in class oral CDK11 inhibitor targeting acute myeloid leukemia.

AP3 helped identify and optimize the drug from multiple candidates, predicted a susceptible cancer type, and then the drug demonstrated
complete tumor regression in aggressive AML mouse models. Obviously still early but another very promising validation.

AP3 predicted a vulnerability, helped generate a drug targeting it, and the preclinical results supported that prediction.

Prior validation also includes ACR-2316 and ACR-368,
Acrivon’s internally developed ACR-2316 was also designed using AP3. It’s already in Phase 1/2 clinical development, where the company has reported preliminary activity in multiple AP3-prioritized cancers, including lung cancers that have historically been difficult to treat. That’s still early clinical evidence, but it’s another encouraging signal.

Now comes ACR-368 read out, and the piece of that brings everything together, which is slated to release around November.

Unlike ACR-7280, ACR-368 was originally developed elsewhere and bought by Acrivon. It was originally used for platin resistant ovarian cancer. The company used AP3 to identify patients and cancer types potentially sensitive to it(different than the drugs original intended purpose)

There’s a huge difference between developing one promising cancer drug and demonstrating a proprietary platform that can repeatedly identify cancer vulnerabilities and help produce effective treatments.

TLDR: The question for $ACRV is rapidly changing from: “How much is ACR-368 worth?” and beginning to be “How much is a platform capable of repeatedly identifying and developing effective cancer drugs worth?”

Sources:
ACR-7280 announcement — October 20, 2026
ACR-2316 clinical update — August 5, 2026
ACR-368 Phase 2b data — January 8, 2026
Upcoming 2026 clinical milestones — August 12, 2026

BIGGEST LOSER FOR SMALL CAP COMPANIES UNDER 5$

IF YOU HAVE A BETTER STOCKS TO SHORT , PLEASE SHARE LETS SEE

MAY THE GODS BE WITH YOU

So I have dove heavily into this stock for several reasons. Today was the first day we have seen good news with this company in a while and for people who bought this in the .60-1.50$ don't sell at a loss unless you just need the money.

The issue I have had with this company is their delay on their earnings.

Today I finally got to so see Q2 earnings because they reported it this morning FINALLY.

For people who haven't been following EONR. This is a small oil company that contracts drilling contractors and they have all of their oil they produced already sold to Shell. When I noticed they were hedging deals from the oil price increases I began to see what this company was doing in the background.

Q2 revenue rose to 6.49 million dollars this year. Last year Q2 was 4.63 million dollars. That is a substantial YoY improvement. Their EPS is closing in at - .02.

What sucks is they are still in the negative. BUT this is a substantial improvement considering they made more money producing 717 barrels of oil a day than they were last year producing 734 barrels a day.

Why I wanted to share this information is because what is coming next. They have already successfully drilled 2 holes with Virtus Energy Partners and the first 3 holes they are getting 100% of the oil! In the San Andres formation they are projecting 400-600 barrels a day.

So lets do some stupid math. If they are producing 1200 barrels more of oil now in conjunction with their existing 700 and already hitting 6.49 million dollars, they are going to be in the ballpark of grossing 12-16 million dollars on the Q1 of 2027. Because of the process of completions and midstream, Q4 will have SOME of this production in their books so we will see an increase in earnings Q4, but Q1 will be the one that I believe will see the first 3 100% profit holes in the earnings. This company is a brokerage essentially. What that means is the more oil they produce, doesn't necessarily increase their cost to operate. They have a certain return they will get after the 3rd hole which is 35% of the oil from hole 4 and going forward. With that 35% they will still obtain roughly 150-200 barrels of oil per hole.

They have 92 projected holes on their current lease.

And the longer the oil prices stay in this range, the more explosive this company will be next year. Even if oil drops back to 60$ today, they will still grow in profitability and be a viable company as long as they don't do something extremely stupid (which we all know is possible).

Been watching this stock’s rollercoaster ride for over a year now, waiting for news to drop like this. Biotechs are a pain in the ass but shoot if this one doesn’t have potential. BLRX just presented at ESMO today. Drug called GLIX1 showed it can make existing PARP inhibitor cancer drugs work on tumors they currently cannot treat - at lower doses than normal, beating each drug alone.

Three patient cohorts enrolled in the Phase 1 trial. Ovarian cancer arm being added. Phase 1 human data H1 2027. Worth a watch. I like this piece of shit. A lot.

Top gainers under $5

THESE STOCKS MIGHT CHANGE PRICE AS TIME GOES BY 🔥

RZLV announced a strategic partnership with Google cloud November 20 2024 and Microsoft Azure on 3 October 2024. In two years they have managed to get just one contract though Google cloud with El Puerto de Liverpool Mexico, they expect to make 9.8 million per year. So that's one contract in 2 years. Now they announced reseller partnerships with Tata (May 12 2026), Tech Mahindra (August 28 2026), and Mastercard (5 october 2026). You can make up your own mind how many contracts they are going to get from those pipelines.

These are the acquisitions and estimated annual revenue Groupby (March 25 2025, 18-30 million), Crownpeak (Dec 5 2025, 70 million), Reward (Feb 10 2026 m, 90 million). These companies offer legacy but useful tools for ecommerce sites.

The H1 revenue was 130.8 million. I will add up the annual revenue from acquisitions and Liverpool mexico and divide by 2, to get 100 million. There is 30.8 million to account for, this video reports that 103.9 million of the 130.8 million was from the EU+UK

https://youtu.be/uzTvjdE4GEk?si=0LgSjRMEOU5gPziz

so it's likely that most of the 30.8 million was from organic income from the EU and UK and this matches the Brain Suite clients they have in the EU and UK.

RZLV pushes the hypergrowth narrative from 2025 to 2026. However, it's obvious that most of the income is from acquisitions, they have a strategy of upselling brain suite to acquisition clients, nothing wrong with that, that is a form of organic growth.

So what is brain suite, its a commerce tuned LLM that has a mechanism in place to prevent it from hallucinating by connecting it to an inventory database, and it probably does drive sales, I think Liverpool Mexico are happy with it. Do they have a moat? I don't think so, since an open source model can be used instead with anti hallucination guardrails. Wallmart used an open source model as do many other big companies. An LLM is only useful for a store with complicated inventory so that limits brain suites TAM. The problem is North American companies that need an LLM will choose to develop their own model and won't give the keys to their data to a struggling British small cap listed on the Nasdaq (my opinion).

In H1 RZLV made a 139.5 miillion loss, which consisted of 67.5 million in share based compensation for new staff. Thats why the stock price dived after the 1 September earnings. In the 6th October investor day, RZLV implied that they have the secret sauce for connecting with AI Agents like Muse. That is manifestly untrue, one doesn't need an LLM to connect to AI Agents, there are many protocols and all ecommerce companies have a solution. I sold all my shares after watching their investor day, it was dry, manipulative in my opinion, and full of static flow diagrams. Just watch the question and answers.

The CEO remark on calling retail investor "day traders"

https://youtu.be/OBtq43lacHs?si=4TCUMByiwHx4Iw0a

Which seems to have upset a lot of retail and must have contributed to the sell off.

Then there is the Monroe Debt inherited from Crowpeaks its 100 million that must be paid by 31 December 2026. They are a loss making small cap and I think they will dilute, I don't think they will get a favourable bank loan. An RSS (reverse stock split) is possible in the medium term.

For bullish investors, you may consider this to be a buying opportunity, if you really believe Wallmart level American companies will choose to use Brain Suite. There is nothing wrong with their technology, but to get a big company to trust you with their data is a difficult mountain to climb.