The Wall Street Transcript

Lightwave Logic (NASDAQ:LWLG) Surges on Tower Semiconductor Partnership to Scale AI-Ready Polymers

Lightwave Logic Inc. (NASDAQ:LWLG) shares reached a new 52-week high today, March 12, 2026, as a decade-long quest for “optical ubiquity” hit a major commercial milestone. The company announced a ...
The Wall Street Transcript

Warrior Met Coal, Inc.

$TDW, Tidewater’s Supply Moat Widens as High Construction Costs Make New Vessels Financially Unviable For Competitors March 11, 2026 Slay, Andrew, Nicholson-Lewis, Matt ...
The Wall Street Transcript

$TDW, Tidewater’s Supply Moat Widens as High Construction Costs Make New Vessels Financially Unviable For Competitors

TDW, Tidewater’s Supply Moat Widens as the company leverages a “structural undersupply” of offshore vessels. The thesis that new construction is currently “uneconomic” was validated this month by a ...
The Wall Street Transcript

Booking Holdings $BKNG: Scale Moat and Strategic OpenAI Pivot Neutralize AI Disruption Fears

Booking Holdings ($BKNG) remains a structural winner as the market pivots from AI-panic to durable “merchant of record” advantages. While the stock faced early 2026 volatility, its robust fundamentals ...
The Wall Street Transcript

Investing Strategies

The Wall Street Transcript is a completely unique resource for investors and business researchers.
The Wall Street Transcript

Interview with the CEO: Vaxart Inc. (OTCMKTS:VXRT)

To start things off, I understand Vaxart is researching oral vaccines for COVID-19, norovirus, and influenza. Could you give us an overview of each program and where they are in the development ...
The Wall Street Transcript

Uptick in M&A Among Tailwinds Boosting Biotech Sector

How did the last year play out for your coverage, and what do you see going forward? Are you optimistic? Dr. Nierengarten: Yes, I am optimistic. The reasons are based on what we saw happening last ...
The Wall Street Transcript

Omeros Tackles Lethal Transplant Risks with First-in-Class Therapy

Recently you wrote a wonderful article that was published in Forbes magazine. In the context of an introduction to your coverage, what inspired you to write that piece, and what are some of the main ...
The Wall Street Transcript

Interview with the CEO and Managing Director: Mesoblast Limited (NASDAQ:MESO)

So it’s been a few years since we last spoke. Let’s start with a brief overview and history of the company. Dr. Itescu: Sure. So Mesoblast has been publicly listed both on Nasdaq and the Australian ...
The Wall Street Transcript

Interview with the President and CEO: BioVie Inc. (NASDAQ:BIVI)

We’ve spoken several times before, but can you just give our readers a brief refresher on the company and how it has evolved over the years? Mr. Do: BioVie is a biotech company that started developing ...
The Wall Street Transcript

Interview with the CEO: Niagen Bioscience Inc. (NASDAQ:NAGE)

Let’s start with a brief overview of the company — how it started and some milestones. Mr. Fried: The company was started back in the Bronze Age, 25 years ago. It was started by its current founder ...