Stocks in Play - 10th March 2026

Today in Focus: ZVRA

Trading Services I Use in my Trading:

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use IRISHBORNINVESTOR they will give you another 10% Off.

Situational Awareness

Market Condition: Strong reversal yesterday. Sitting at the underside of 10/20EMA. Neutral Open, VIX Retreating

Commentary: Great VIX fade yesterday, exactly what we wanted to see. Nice reversal bar on the QQQ. Strong action later in the day on all of our names. This may be more of the whipsaw action. The VIX is key to monitor. I am positioned well right now for the market to break positive and if it doesn’t then just hold to my stop rules. For the most part catalyst trades have really endured the volatility well.

Upcoming Earnings:
Today AMC: BWAY

Tomorrow BMO: FTK

Trade Updates:

Current Positions: FSLY, DELL, INNV, SWBI, NKTR, PVLA, YOU, ROIV, CRCL, MRVL, AMPX, RLMD, XENE

In Play

ZVTA:  Strong Earnings - Commercial Ramp

Key Metrics: Industry Group: Biotechnology, Market Cap: 513.43M, Float: 55.52M, Short Interest: 8.93%, Days to Cover: 5.58, Sales Y/Y TTM: 240.47%, EPS Y/Y TTM: 132.05%, Earnings: Mar 09 AMC, Exchange: NASDAQ

Catalyst: Q4 MIPLYFFA commercial ramp materially ahead of consensus; EPS beat 280%; revenue beat +21.6%. FY swing from $(105.5)M loss to $83.2M net income. Q4 2025 net revenue of $34.1M (+184% YoY). MIPLYFFA prescription enrollment forms: 24 in Q4 2025; 52 in FY2025; 161 cumulative since launch. Notable Acceleration. No guidance. Nice volume pre market.

Solid chart,. Large multi-year base. Meaningful short interest.

Delayed Reaction/Continuation Watchlist:

Monitoring: UAMY, RXT

Delayed Reaction Watchlist (TradingView Link)

_{Note: This is my methodology for identifying stocks in play. There are many valid approaches to trading catalysts—find the setups, timeframes, and risk parameters that align with your strategy.}