Funicular Funds, Cable Car Capital stake 5.2% in Nasus Pharma (NSRX)

Tyra Biosciences (TYRA) raised $400M via stock offering for clinical development, shares up 15%. Nasus Pharma (NSRX) cleared FDA IND for NS002, shares up 10%. Bionano Genomics (BNGO) peer-reviewed studies showed OGM's effectiveness, shares up 9%. Tenaya Therapeutics (TNYA) received FDA RMAT designation for TN-401, shares up 9%.

Nasus Pharma Ltd (NSRX) furnished an SEC Form 6-K — earnings release. Exhibit 99.3 Nasus Pharma Reports First Half 2026 Financial Results and Provides Business Update Appointed Pharma Industry Veteran Brendan O’Grady as Chief Executive Officer Company on Track to Advance Clinical Programs to Key Second Half 2026 Milestones TEL AVIV, Israel, August

Lockheed Martin (LMT) secured a $1.21B U.S. Army contract, boosting its defense sector standing. The company offers a 2.62% dividend yield, a 50% payout ratio, and 5.4% 3-year dividend growth. Its GF Value™ suggests a 6.0% undervaluation, with a GF Score™ of 80/100. Insider activity shows net selling, while institutional confidence remains strong.

Santos has signed two separate LNG agreements, one with POSCO Steel and another with Western LNG. The deals involve the supply of LNG from Santos' Gladstone LNG project in Australia. The agreements are expected to strengthen Santos' position in the LNG market.

Sempra Infrastructure, a Sempra (SRE) subsidiary, signed a 20-year LNG supply deal with Petrobras, supplying 0.8 Mtpa from its Port Arthur LNG Phase 2 project. The project, under construction, aims to expand liquefaction capacity to 26 Mtpa by 2031. Sempra Infrastructure highlights the strategic role in global energy markets.

Sempra Infrastructure (SRE) signed a 20-year LNG supply deal with Petrobras for 0.8 million tonnes per year. The LNG will come from Sempra's Port Arthur LNG Phase 2 project in Texas, expected to start operations in 2030-2031. This is Sempra's first South American customer.