Here’s the latest on Cabaletta Bio Inc. (NASDAQ: CABA) as August 2025

Why CABA Could “Pop” with Catalysts This Summer

1. Clear Regulatory Path & BLA Target

Cabaletta secured RMAT designation and recently aligned with the FDA on a registrational Phase 1/2 myositis design. A BLA submission for rese‑cel is now anticipated in 2027.CSIMarket+15GlobeNewswire+15SEC+15 This clarity sets the stage for eventual major approval milestones that often excite investors.

2. Expanding Clinical Data

• In January 2025, Cabaletta reported strong safety data (90% of patients had no or mild CRS and no ICANS) across the first 10 dosed patients, with trials underway in multiple indications including juvenile myositis, pemphigus vulgaris, MS, SLE, and more.SEC+10GlobeNewswire+10Yahoo Finance+10

• This data was presented at prominent conferences (AAAS and Lymphocyte Engineering) in February 2025.Yahoo Finance+9BioSpace+9GlobeNewswire+9

• Clinical updates announced at EULAR 2025 in June featured encouraging outcomes across myositis, SLE, and systemic sclerosis.BioSpace+5GlobeNewswire+5GlobeNewswire+5

3. Solid Financial Position

A recent public offering in June 2025 raised ~$94M, bringing total cash to ~$195M—estimated to fund operations into H2 2026.TMCnet+2Nasdaq+2 Fewer capital concerns help reduce downside risk and support ongoing development.

4. Approaching Near-Term Catalysts

• FDA discussions for SLE/LN registrational study are anticipated in Q3 2025, and for systemic sclerosis in Q4 2025.GlobeNewswire+7GlobeNewswire+7GlobeNewswire+7

• EULAR 2025 data presentations are already complete, but further conference updates (e.g., ACR or others in late 2025) could bring fresh news.

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Summary Table: Catalyst Potential vs. Risks

Potential Catalysts	Why They Might Move the Stock
FDA alignment for SLE/LN and systemic sclerosis	Could validate registrational pathways—boost investor optimism
Continued safety/efficacy data releases	Reinforces confidence in CAR T strategy across multiple autoimmune diseases
Public offering funds operations	Extends runway, reducing dilution and financing concerns

Risks to Monitor:

• Clinical setbacks or safety issues remain possible in early-stage trials.

• Manufacturing or regulatory delays could push timelines out and dampen momentum.

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Verdict

Yes—CABA looks primed to “pop” on the right catalyst. Its strong financial footing, expanding clinical footprint across autoimmune conditions, and growing clarity on regulatory milestones collectively support high upside potential.

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Kraken Robotics - NATO Navy supplier is moving up the ladder with massive, undersea battery facility!

 

Technology for: NATO Navies, Energy companies, pipeline inspections, undersea exploration

Kraken Robotics in a great position to help supply NATO navies with their sub sea technology!

Recent Developments

1. Massive SeaPower™ Battery Orders & Nova Scotia Expansion

• Kraken secured $34 million in SeaPower battery orders from three clients, including a $31 million order—its largest yet—from a UUV defense provider, plus $3 million from two commercial clients.finance.yahoo.com+15

• The company signed a lease and committed $10 million to establish a 60,000 sq ft battery production facility in Nova Scotia by late 2025. Once operational, capacity could nearly triple—approaching $200 million in annual battery output—and create around 200 advanced manufacturing jobs.Kraken Robotics+2ept.ca+2

  
  
  

2. Q1 2025 Financial Results & Forward Guidance

• Revenue dropped 23% YoY to C$16.1 million, driven by a 42% decline in product revenue offset by a 38% surge in service revenue thanks to strong demand for Sub-Bottom Imager™ and Acoustic Corer™ services.GlobeNewswire+5Kraken Robotics+5Ocean Science & Technology+5

• Gross margin improved sharply—from 44.8% to 62.7%—though Adjusted EBITDA dipped 32% to C$2.8 million (17.3% margin).Kraken Robotics+1

• Cash position soared to C$58.3 million, up from C$1.5 million a year earlier, with working capital rising to C$94.6 million—providing robust liquidity for growth.Ocean Science & Technology+3

• Kraken reaffirmed its 2025 guidance: projecting C$120 million–C$135 million in revenue and C$26 million–C$34 million in Adjusted EBITDA, with most of the year's gains expected in H2.Kraken Robotics+1

• Key achievements since year-end included ~$45 million in new subsea battery orders, 

  
  
   $3 million in SAS orders, launching its KATFISH SAS service for offshore energy markets, and completing its 3D at Depth acquisition
  
  
  (Texas, Colorado, UK).GlobeNewswire+8Kraken Robotics+8

3. $115 Million Bought-Deal Equity Financing

• On July 7, 2025, Kraken closed a C$115 million bought-deal public offering, issuing 43.24 million shares at C$2.66 each (including over-allotment).Kraken Robotics+4

• The raised capital is earmarked for accelerating strategic growth—such as funding acquisitions (especially in the US and Europe), bolstering the balance sheet for larger government and commercial contracts, and general corporate usage.Kraken Robotics+2

4. Board Strengthening with Defense Expertise

• On June 4, 2025, Kraken appointed Kristin Robertson—a veteran with experience at RTX, Boeing, and defense strategy—as a new member of its Board of Directors, enhancing its governance and defense-industry insight.Ocean Science & Technology+3

5. LiDAR Subsidiary Reaches Milestone

• Kraken’s recently acquired U.S, LiDAR firm, 3D at Depth, completed its 1,000th subsea metrology project for TotalEnergies, reflecting operational scale and service credentials.Kraken Robotics Science & Technology+6

  
  
  

6. Strong SAS Demand Continues

• The company also reported over C$3 million in new Synthetic Aperture Sonar (SAS) orders. These systems are being integrated across small and medium UUVs in the Asia-Pacific, Europe, and North America, including a project with the University of Southern Mississippi’s Roger F. Wicker Center.GlobeNewswire+7

  
  
  

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Strategic Summary

Focus Area	Key Insight
Financing & Liquidity	C$115M raised, C$58M in cash, healthy working capital
Manufacturing Expansion	Nova Scotia facility enhances battery output & logistics
Product & Service Growth	Strong SeaPower, SAS, LiDAR orders bolster pipeline
Corporate Strengthening	Added board expertise and LiDAR operational scale
Forward Pathway	Well-positioned for upcoming contract fulfillment in 2025+

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Kraken Robotics continues to build strategic momentum—boosting its financial runway, expanding production, winning key orders, and deepening its defense-industry capabilities. It’s clearly accelerating toward becoming a global prime contractor in subsea defense and energy markets.

Ed Note:  We added to our position in PNG Today, August 7th, 2025

A shadow war is brewing under the worlds oceans. 

Release "The Kraken"!

As silicon photonics products go mainstream in the Ai race, Toronto's POET Technologies Inc is a first mover!

 

An investment and business case for POET Technologies Inc. (NASDAQ: POET, TSXV: PTK), a Toronto‑based player in silicon photonics designed to meet explosive AI infrastructure demand:

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🚀 1. Market Opportunity & Strategic Positioning

• AI Datacenter Bottleneck: Data centers increasingly rely on optical connections for high bandwidth and low-power interconnects—traditional copper can’t keep up. POET’s silicon‑photonics platform addresses this critical need.TradingView+15AInvest+15StockAnalysis+15

• Multibillion‑Dollar Upside: The addressable market for optical engines in AI infrastructure is projected to grow to $5.6 billion, expanding at ~22.5% CAGR through 2032.AInvest

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🛠️ 2. Technology & Execution Catalysts

• Teralight™ (1.6T optical engines) & Blazar™ light sources are key product lines targeting high-speed AI interconnects.arXiv+5AInvest+5AInvest+5

• Optical Interposer™: The company’s integration of photonic and electronic devices into a single module earned industry recognition such as the Elite Score Award and AI Breakthrough Awards.SEC+3AInvest+3StockAnalysis+3

• Manufacturing scale-up:

  • Malaysia cleanroom (~10,000 sq ft) with Globetronics is now operational, enabling volume-level wafer-scale assembly.

  • Full control over SPX (Super Photonics Xiamen) completed, enabling a flexible “China‑plus‑one” approach.Seeking Alpha+4AInvest+4Stock Titan+4Optics.org+2Wealthy Venture Capitalist+2

  • Appointment of industry veteran Dr. Ghazi Chaoui to oversee global manufacturing operations.Stock Titan

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📈 3. Financials, Funding & Growth Trajectory

• Pre‑revenue stage, but Q1 2025 showed early revenue (~$166,760) and a net income of $6.3 million—driven largely by non‑cash warrant gains.SEC+3AInvest+3AInvest+3

• Capital base: Raised approximately US $40 million in Q1 and US $25 million in July 2025 public offerings—providing sufficient runway toward anticipated inflection points.AInvest+1StockAnalysis

• Revenue inflection: POET expects to hit run-rate revenues between US $50–100 million in 2026 once Foxconn FIT begins volume production of its modules.SEC+12AInvest+12Seeking Alpha+12

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📌 4. Investment Thesis & Potential Upside

• Low current valuation / asymmetric upside: Market cap stands under US $500 million (~US $5.50/share), with a single-digit P/S multiple against potential large-scale sales.AInvest

• Analysts from Northland raised the target to US $7, with earlier estimates between US $6–7.Wealthy Venture CapitalistAInvest

• If POET captures even a modest slice of the high‑speed transceiver market, it could represent a “ten‑bagger” for patient investors.StockAnalysis+4Seeking Alpha+4AInvest+4

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⚠️ 5. Risk Factors

Factor	Description
Execution	Delays in scaling manufacturing at Malaysia facility or difficulties transitioning from samples to high‑volume production could defer revenue.
Competition	Established players (Intel, Ayar Labs, others) are also targeting optical interconnects.
Financial risk	Continued R&D and cash burn remain substantial; future financing may dilute shareholders.AInvestAInvest+1
Macroeconomic & cyclical risk	AI infrastructure spending cycles, geopolitical tensions (China/US), and semiconductor downturns could dampen momentum.

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🎯 6. Key Milestones to Track

• Volume production ramp‑up at Foxconn FIT in H2 2025 and revenue delivery in 2026

• Quarterly updates on shipments of 800G and 1.6T modules to hyperscalers or enterprise customers

• Utilization and capacity of Malaysia manufacturing facility

• Updates on partnerships (Lessengers, Adtran, etc.)

• Operating cash flow trends and any further capital raises

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✅ Investment Summary

• POET Technologies sits at the convergence of advanced silicon photonics and surging demand for AI datacenter hardware.

• Catalyst‑laden roadmap: technology awards, new manufacturing facilities, and partnerships positioning the company for scale in 2026.

• Buy case: for long‑horizon investors (3–5 years), POET offers high-risk, high-reward upside—visibility on commercialization, strong IP, and low current valuation offer a compelling entry point.

• Sell case: those cautious of execution risk or preferring revenue‑generating companies may find POET speculative at this juncture.