Neha Dev

LTR Pharma (ASX: LTP) has signed a definitive commercial agreement with Shed to launch ROXUS in the U.S., including a commitment to support delivery of at least 150,000 units in the first year.

Dimerix (ASX: DXB) has acquired Phase 2-ready kidney disease candidate DMX-652, expanding its renal pipeline with a therapy targeting the US$3.5 billion acute kidney injury market.

The ASX 200 slipped as BHP weighed on mining shares, while technology stocks outperformed. Wall Street remained resilient as investors reassessed AI valuations and global market leadership.

Azzuro (ASX: AZ9) has reported its highest copper grades of 2026, extending the Red Hill copper-gold system to nearly 550 metres while advancing metallurgical studies in Mongolia.

Janus Electric (ASX: JNS) secured A$45 million in conditional US orders, expanding its North American pipeline to 112 electric truck conversions and strengthening its recurring revenue outlook.

Rio Tinto (ASX: RIO) reported stronger-than-expected iron ore sales, maintained guidance despite higher diesel costs, and highlighted growing momentum across its copper, lithium and Simandou projects.

Cyclopharm (ASX: CYC) has secured an enterprise-wide agreement with University Hospitals to deploy Technegas across 11 US hospitals, strengthening recurring revenue and expanding its US commercial footprint.

Lindian Resources (ASX: LIN) achieved 98% NdPr extraction after ANSTO validated its downstream processing flowsheet, confirming a non-radioactive rare earth product and advancing Kangankunde toward commercial production.

Brazilian Rare Earths (ASX: BRE) confirmed high-grade heavy rare earth mineralisation with 5.8% yttrium oxide at its Monte Alto District, strengthening its district-scale critical minerals strategy.

The ASX 200 fell 0.35% as oil prices jumped on renewed Middle East tensions. Energy stocks led gains while banks and technology shares weakened amid rising inflation concerns.

Mesoblast (ASX: MSB) has treated more than 300 patients in its pivotal Phase 3 chronic back pain trial, with topline results expected in mid-2027 as the company advances towards potential FDA approval.

Genesis Minerals (ASX: GMD) will acquire Vault Minerals (ASX: VAU) in a A$12.6 billion merger, creating Australia’s third-largest ASX-listed gold producer with projected output of up to 700,000 ounces annually.

Kingsgate (ASX: KCN) reported 86,078oz of gold production and A$179 million in cash, bullion and doré after achieving FY26 guidance despite a processing interruption at Chatree.

Hastings Technology Metals (ASX: HAS) has released a robust DFS for its Yangibana Rare Earth Project, highlighting a A$649 million NPV, 34% IRR and a pathway towards project financing.

American Uranium (ASX: AMU) has completed drilling at its Lo Herma ISR Uranium Project, paving the way for a Q3 2026 resource upgrade and maiden Scoping Study.

Prairie Lithium (ASX: PL9) has received North America’s largest commercial Direct Lithium Extraction unit, moving its Saskatchewan project closer to first lithium production in Q4 2026.

West Coast Silver (ASX: WCE) has reported a new high grade silver discovery beyond its existing Elizabeth Hill resource, strengthening the project’s district-scale exploration potential.

Meteoric Resources (ASX: MEI) has increased Measured Resources by 246% at its Caldeira Rare Earth Project, strengthening confidence ahead of the Definitive Feasibility Study and future financing.

WhiteHawk (ASX: WHK) has secured a A$356,000 sole-source contract under a major US federal cyber resilience program, strengthening its commercial credentials and future growth prospects.