PDUFA dates, conference catalysts, and key regulatory milestones. These are the dates you can actually circle.
| Ticker | Company | Catalyst | Timing | Notes |
|---|---|---|---|---|
| CMPS | Compass Pathways | FDA Pre-NDA Meeting | Near-term | Rolling submission discussion; NDA target Q4 2026 |
| OCUL | Ocular Therapeutix | SOL-1 Detailed Data | Feb 25–28 | Macula Society; next read on wet AMD commercial thesis |
| HELP | Helus Pharma | HLP004 Phase 2 Topline (GAD) | Q1 2026 | Builds on SPL026 MDD learnings; new lead asset |
| IRON | Disc Medicine | Late-stage Data | Q4 2026 | Traditional approval path; FDA decision ~mid-2027 |
| PLYX | Polaryx Therapeutics | SOTERIA Phase 2 Initiation | 1H 2026 | Basket trial: CLN2, CLN3, Krabbe, Sandhoff |
| KRYS | Krystal Biotech | CF FDA Trial Design Alignment | 1H 2026 | Hinge catalyst for pipeline value. See Pipeline Tracker |