Stocks in Play - October 15th 2025

Stocks in Play: OMER, UMAC, Cooking Oil

Welcome to today's Stocks in Play report. Below are the key stocks to watch, along with brief x-ray and analysis.

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Today’s Picks

1) Omeros Corporation (OMER)

X-Ray OMER: Industry Group: Biotechnology, Market Cap: 279.03M, Float: 65.02M Short Interest 19.47%, Days to Cover: 11.36, Exchange: NASDAQ

Omeros has entered a definitive asset purchase and license agreement with Novo Nordisk for global rights to zaltenibart. Omeros receives $340M upfront + near-term milestones, up to $2.1B total, and tiered royalties on future sales. High Short Interest and DTC. Large cash infusion and derisking. Could have a big squeeze.

Honorable Mention

UMAC: Unusual Machines announced that the U.S. Army’s 101st Airborne Division placed an order for 3,500 NDAA-compliant drone motors and related components—including cameras, VTX units, flight controllers, and ESCs—manufactured at the company’s new U.S.-based facility. The contract supports the Army’s rollout of its new Attritable Battlefield Enabler (A.B.E.) V1.01 drones. The release also notes the Army’s intent to expand procurement to 20,000 components in 2026, signaling potential multi-year revenue visibility.

Rising Base, Stock not exactly neglected but good theme and legitimate catalyst. Still hasn’t made a big run by comparison to other themes and stocks. Needs to push quickly above $17 today to be in play.

X-Ray UMAC: Industry Group: Computer Hardware, Market Cap: 463.12M, Float: 25.71M Short Interest 12.19%, Days to Cover: 0.90, Exchange: AMEX

COOKING OIL: SEED, COOT and PFAI all moving pre market on Trump Tweet about the US producing it’s own cooking oils. SEED looks the best chart to me but COOT is running harder. Not sure where these will go but they’re worth monitoring today for a trade. Likely a short explosive move. Doubt it will have duration.

Market Awareness

Choppy conditions currently. Market very reactive to any tweet or mention of anything by Trump (even more so than usual). I’m still long biased and seeing lots of things working. Noting WMT Breakout yesterday as a potential rotation into defensives from Tech. ALAB breaking down and other Semi’s not looking too hot.

Taking each day as it comes and sticking to the plan. Best to tune out the noise in these sorts of markets.

Delayed Reaction Watchlist (click here Tradingview)

Sources & Services I Use in my Trading:

• Finviz - Short Interest, Float, Articles, Fundamentals (Free)

• Benzinga Pro - News Source + News Squawk + Earnings Data (Paid)

• Tradingview - Charting & Scanning (Paid)

• Koyfin - Fundamental Data (Paid)

• EarningsWhispers - Earnings Calendar (Free)

• Tradersync - Trade Journal (Paid)

_{PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.}