Skyler Weinand on rate cuts and bond strategies

Regan Capital CIO Skyler Weinand joined Steve Darling from Proactive to share news about the dynamics of the fixed income markets, interest rates, and mortgage-backed securities. Weinand outlined Regan Capital’s focus on U.S. mortgage-backed securities, noting the company manages around $3.6 billion across mutual funds, ETFs, and a UCITS ETF for non-U.S. investors. “Mortgages are about $13.5 trillion outstanding,” Weinand said, emphasizing the scale of the U.S. mortgage market and the challenges retail investors face accessing it directly. He discussed how recent Federal Reserve rate cuts have not lowered long-term interest rates. In fact, the yield on longer-term bonds and mortgage rates have increased. Weinand stated, “Mortgage rates are actually higher today than they were last September.” He cautioned that loose financial conditions, robust corporate balance sheets, and rising equity markets suggest rates could move higher, even if the Fed implements more cuts. He noted growing corporate debt issuance, with examples like Google’s 50-year bond at a 5.7% coupon. For investors, Weinand recommended focusing on short-duration and floating-rate securities, especially those backed by U.S. government guarantees, which can offer higher yields with lower volatility. #FixedIncome #InterestRates #MortgageBonds #SkylerWeinand #ReganCapital #BondMarket #ETFs #ShortDurationBonds #FederalReserve #FinancialMarkets #InvestmentStrategy #FloatingRate #ProactiveInvestors

Standard Uranium CEO Jon Bey joined Steve Darling from Proactive to discuss the company’s operational progress throughout 2025 and outline its strategic roadmap heading into 2026, highlighting a year marked by successful capital raising, advancing exploration programs, and the expansion of its joint venture portfolio. Bey noted that Standard Uranium raised nearly C$7.0 million during 2025, providing the financial foundation to advance multiple exploration initiatives across its project portfolio. A significant portion of that capital has been allocated to the Davidson River project, which is now fully funded and preparing for the largest drill program in the project’s history. Drilling at Davidson River is scheduled to begin in late May 2026 and is expected to be a major catalyst for the company. One of the year’s key developments was the return of 100% ownership of the Sun Dog project to Standard Uranium after joint venture partner Arrow Energy was unable to meet its funding commitments. Bey explained that this outcome has positioned the company to re-engage the market, confirming that multiple confidentiality agreements have already been signed with interested joint venture partners. Subject to final agreements, drilling at Sun Dog is expected to resume in late summer 2026. The company also continued to advance its project generator business model by securing new joint venture agreements. Standard Uranium entered into a partnership with Aventis on the Corvo project and a separate agreement with Collective Metals on the Rocas project. Both projects are on track to begin drilling in the first quarter of 2026, further diversifying the company’s near-term exploration pipeline. Looking ahead, Bey confirmed that Standard Uranium’s full management and technical team will attend the Vancouver Resource Investment Conference in January 2026. The company plans to meet with investors and stakeholders at the event to provide updates on its exploration plans and outline anticipated catalysts for the year ahead. #proactiveinvestors #standarduraniumltd #tsxv #stnd #otcqb #sttdf #mining #uranium #corvoproject #UraniumExploration #AthabascaBasin #DavidsonRiver #MiningInnovation #Geophysics #AmbientNoiseTomography #ResourceInvesting #FleetSpace #UraniumDiscovery #MiningNews

1911 Gold Corporation Chairman Gary O’Connor joined Steve Darling from Proactive to announce the start of a 2,200-metre diamond drilling program at the Ogama-Rockland gold deposit, located southeast of the company’s True North Gold Project. The program has already commenced, with one surface diamond drill rig mobilized to site. The drilling campaign is designed to support both resource expansion and confirmation, as the company continues to advance its understanding of the Ogama-Rockland deposit and its potential integration with existing infrastructure at True North. The Ogama-Rockland gold deposit currently hosts an NI 43-101 compliant inferred mineral resource of approximately 1.28 million tonnes grading 8.17 grams per tonne gold, containing an estimated 337,000 ounces of gold. O’Connor emphasized that the deposit’s high-grade nature and shallow mineralization make it an attractive near-term development opportunity. According to O’Connor, the planned eight drill holes will focus on confirming the updated geological model and testing extensions of high-grade, quartz-vein-hosted gold mineralization at relatively shallow depths. Drilling will target both down-dip and along-strike extensions of the main vein system, as well as newly identified parallel structures that emerged from recent relogging and resampling of historical drill core and updated geological modelling. In addition to expanding the resource base, the company plans to conduct metallurgical test work on drill core samples collected during the program. This testing will evaluate the suitability of processing material from Ogama-Rockland at the existing True North processing facility, potentially providing a streamlined development pathway and capital efficiencies. Following completion of the drill program and analysis of the results, 1911 Gold plans to deliver an updated underground mineral resource estimate in the first half of 2026. The company views this program as an important step in unlocking additional value at Ogama-Rockland while leveraging its established infrastructure at the broader True North project. #proactiveinvestors #1911goldcorporation #1911gold #tsxv #aumb #otcqx #aumbf #GoldExploration #MiningNews #TrueNorthGold #OgamaRockland #DrillingUpdate #PEA #ResourceUpdate #GoldMiningCanada #TSXV #JuniorMining

BioVie CEO Cuong Do joined Steve Darling from Proactive to provide an update on the company’s recent progress across its two lead drug candidates, Bezisterim and BIV201, as BioVie positions itself for multiple clinical and regulatory catalysts in 2026. Bezisterim, an anti-inflammatory compound that blocks tumor necrosis factor alpha (TNF-α), is being evaluated across several indications, including Parkinson’s disease, long COVID, and Alzheimer’s disease. Do highlighted that the compound has delivered encouraging signals in prior studies, including improvements in muscle control and cognitive function, as well as evidence suggesting a slowing of biological aging. Building on these results, BioVie has launched a new clinical trial enrolling 60 patients with earlier-stage Parkinson’s disease to evaluate Bezisterim as a standalone therapy. The goal of the study is to assess the drug’s potential disease-modifying effects when administered earlier in the disease course. Topline data from this trial are expected in April or May of 2026. In parallel, BioVie is advancing a separate, larger clinical program targeting long COVID. The company is conducting a 200-patient trial designed to evaluate Bezisterim’s ability to address persistent inflammatory mechanisms believed to drive many long COVID symptoms. Enrollment for this study is expected to be completed by February 2026. The trial is supported by a $13 million grant awarded to BioVie, underscoring the growing recognition of inflammation as a key contributor to long COVID. Do also provided an update on BioVie’s second lead candidate, BIV201, which is being developed to treat ascites associated with late-stage liver disease. The company’s Phase 2 trial of BIV201 was stopped early after interim data showed the drug reduced fluid accumulation by more than 50%, a clinically meaningful outcome in a difficult-to-treat patient population. Following discussions with the U.S. Food and Drug Administration, BioVie has now received feedback and authorization to advance BIV201 directly into a single Phase 3 clinical trial, streamlining the development pathway. Looking ahead, Do emphasized that BioVie expects 2026 to be a transformational year, with multiple clinical data readouts across programs and the potential initiation of a pivotal Phase 3 study. “2026 will be a big catalyst year for us,” he said, highlighting the breadth of opportunities across the company’s pipeline. proactiveinvestors #biovieince #nasdaq #bivi #alzheimersdisease #dementia #Alzheimers #Dementia #NeurodegenerativeDiseases #BrainHealth #BioVie #CognitionImprovement #Neuroinflammation #SocialImpact #DementiaAwareness #ElderlyCare #Neuroscience #MemoryImprovement #AlzheimersResearch #HealthCrisis #DementiaSupport #BrainScience #GlobalHealth #AlzheimersSolution #Caregivers #HealthyAging #MentalHealth #MedicalResearch #DementiaPrevention #Neurology #WorldAlzheimersDay #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Tiziana Life Sciences CEO Ivor Elrifi joined Steve Darling from Proactive to announce a key clinical milestone, confirming that the first patient has been successfully dosed with intranasal foralumab in the company’s Phase 2 randomized, placebo-controlled clinical trial in patients with early Alzheimer’s disease (AD). This achievement follows the company’s December 12, 2025 announcement that patient enrollment had begun, with first dosing expected imminently. The rapid progression from enrollment to dosing highlights strong site readiness and momentum for the study. The Phase 2 trial is designed to evaluate intranasal foralumab both as a standalone therapy and in combination with FDA-approved anti-amyloid treatments, including lecanemab (Leqembi®) and donanemab. By exploring combination therapy alongside monotherapy, Tiziana aims to assess whether targeting neuroinflammation can provide additive or complementary benefits to existing amyloid-reducing approaches. Elrifi explained that the trial is supported by compelling TSPO-PET imaging data, which demonstrate persistent and widespread microglial activation—a key marker of neuroinflammation—in patients with Alzheimer’s disease. Notably, this neuroinflammatory activity has been shown to persist even after amyloid plaque reduction with therapies such as lecanemab. According to Elrifi, this evidence highlights a critical unmet need in Alzheimer’s treatment: addressing residual neuroinflammation that may continue to drive disease progression. Intranasal foralumab is designed to modulate immune responses within the central nervous system and calm overactivated microglia, potentially reducing chronic inflammation associated with neurodegeneration. The intranasal delivery method is intended to provide targeted central nervous system exposure while minimizing systemic side effects. The Phase 2 study is a randomized, placebo-controlled trial assessing the safety, tolerability, and potential efficacy of intranasal foralumab in patients with early or mild Alzheimer’s disease. Primary endpoints include changes in neuroinflammation as measured by TSPO-PET imaging, cognitive function outcomes, and biomarker changes related to amyloid and tau pathology. With the first patient now dosed, Tiziana Life Sciences advances into the next phase of clinical evaluation, positioning the company to generate meaningful data on whether addressing neuroinflammation—alone or in combination with anti-amyloid therapies—can improve outcomes for patients with early Alzheimer’s disease. #proactiveinvestors #tizianalifescienceslts #nasdaq #tlsa #newceo #ivorelrifi #Foralumab #AlzheimersResearch #Neuroinflammation #BiotechNews #PETscan #ClinicalTrials #AlzheimersTreatment #PharmaUpdates #HealthcareInnovation

Allergy Therapeutics PLC (AIM:AGY, OTC:AGYTF) chief executive Manuel Llobet talked with Proactive's Stephen Gunnion about the granting of approval for Grassmuno, its grass allergy immunotherapy vaccine, in Germany - a significant milestone for the company. Llobet explained that the product is the first to be approved under the Therapieallergene-Verordnung (TAV) framework in the SCIT (subcutaneous immunotherapy) segment. The vaccine targets moderate to severe grass allergy sufferers, which he said represents the largest segment of the allergy market. "It's been a long journey, about one decade… tens of millions of investment to produce a state-of-the-art product," Llobet noted. He highlighted key advantages of the product: it is aluminium-free, adjuvanted, and designed as a short-course treatment — improving patient compliance and convenience. Allergy Therapeutics plans to replace its previous Pollinex Quattro Grass product in Germany with this new version, which has a higher concentration of active ingredients. Next steps include market expansion in Europe, Asia, and the US, leveraging clinical trials already coordinated with the FDA. The company is also exploring mutual recognition across EU territories via the Paul-Ehrlich-Institut. Llobet also touched on recent financials, pointing to portfolio restructuring and the shift from NPP products to registered treatments. Additionally, he discussed a potential dual primary listing in Hong Kong, aiming to engage Chinese investors and support expansion in the Asian market. Visit Proactive’s YouTube channel for more company interviews. Don’t forget to like this video, subscribe to the channel, and enable notifications to stay updated. #AllergyTherapeutics #GrassAllergy #Immunotherapy #SCIT #BiotechNews #VaccineApproval #HealthInnovation #EuropeanHealthcare #FDA #HongKongListing #ClinicalTrials #AllergyVaccine #PharmaUpdates #InvestingInBiotech #ProactiveInvestors

EnWave Corporation CEO Brent Charleton joined Steve Darling from Proactive to discuss the company’s interim financial results for the fourth quarter and fiscal year ended September 30, 2025, highlighting a strong finish to the year driven by rising machine sales and expanding royalty streams. For the fourth quarter of fiscal 2025, EnWave reported revenue of C$6.2 million, a significant increase from C$3.6 million in the same quarter last year. The robust performance reflected the commissioning of one large-scale and six small-scale Radiant Energy Vacuum (REV™) machines, the sale of a refurbished 120-kilowatt unit, and continued fabrication work on two large-scale machines under existing contracts. Adjusted EBITDA for the quarter improved substantially to C$1.4 million, compared with C$0.45 million in Q4 2024. The improvement was attributed to higher machine sales volumes and a favorable production mix. Gross margin for the quarter also edged higher to 41%, up from 40% in the comparable period a year earlier. Royalty revenue showed mixed performance. Base royalties, excluding exclusivity payments, increased 31% to C$0.48 million, reflecting growing utilization of EnWave’s technology by partners. However, total royalty revenue declined 25% to C$0.48 million due to a royalty partner in a Central American market choosing not to renew an exclusivity agreement. For the full fiscal year 2025, EnWave posted revenue of C$13.8 million, up sharply from C$8.2 million in fiscal 2024. Adjusted EBITDA turned positive at C$0.3 million, compared with a loss of C$1.5 million in the prior year, driven primarily by increased machine sales. Annual gross margin improved to 34% from 33% in 2024. Base royalties for the year rose 14% to C$1.8 million, while total royalty revenue decreased slightly to C$1.95 million. Selling, general and administrative expenses, including research and development, increased to C$5.6 million as the company invested more heavily in marketing, sales, and growth initiatives. During the fourth quarter and subsequent months, EnWave signed multiple new equipment purchase and license agreements with partners including Milne MicroDried, Dairy Concepts, BranchOut Food, Solve Solutions, and Shinyway International, further expanding its commercial footprint. #proactiveinvestors #enwavecorporation #tsxv #enw #DehydrationTech #VacuumMicrowave #RoyaltyBusinessModel #BluechipClients #FoodTech #BusinessNews #Investing #RadiantEnergyVacuum #Agritech #Procescir #DehydrationTechnology #FoodInnovation #SupplyAgreement #InvestmentNews #ProactiveInvestors #microdried

Nextech3D.ai CEO Evan Gappelberg and the company’s newly appointed Global Head of Sales, James McGuinness, joined Steve Darling from Proactive to discuss the strategic importance of McGuinness’ appointment as the company sharpens its focus on expanding commercial operations heading into 2026. Gappelberg explained that strengthening the sales organization is a critical pillar of Nextech3D.ai’s growth strategy as demand continues to rise for its AI-powered 3D, spatial computing, and event technology solutions. McGuinness has been brought in to lead the company’s global sales efforts, scale revenue-generating operations, and build a repeatable sales engine capable of supporting long-term growth. McGuinness brings more than 21 years of experience in enterprise and technology sales, with a proven track record of building and scaling sales teams at both early-stage startups and high-growth companies. Since joining Nextech3D.ai, he has already recruited two additional sales professionals, completing a fully staffed sales organization that blends long-tenured Nextech team members with experienced new hires. The company’s current sales team now includes a senior sales leader with a decade of industry experience, five of which have been spent at Nextech; a sales assistant with five years at the company; a sales engineer with four years of tenure; an additional seasoned sales representative; and two junior sales representatives focused on pipeline development and account support. McGuinness’ previous experience spans several well-known technology companies and successful exits. He was a founding salesperson for GeoTrust Europe prior to its acquisition by VeriSign, built and led sales development teams at SPSS Europe before its acquisition by IBM, and served as one of the founding salespeople at INXPO, an early pioneer in virtual event technology. He was also part of the founding sales team for LinkedIn Sales Navigator and played a key role in growing YCharts’ revenue from approximately $1.6 million to roughly $20 million before the company’s acquisition in 2020. Both Gappelberg and McGuinness emphasized that the strengthened sales leadership and fully built-out sales team position Nextech3D.ai to accelerate customer acquisition, deepen enterprise relationships, and capitalize on expanding market opportunities as the company moves into 2026. #nextech3d.al #otcqx #nexcf #cse #ntar #EvanGappelberg #ARway #AugmentedReality #SpatialMapping #IndoorNavigation #MapDynamics #EventTech #TradeShowSolutions #TechStocks #ARRevenueGrowth #3DTechnology #ProactiveInvestors #aws #amazonwebservice #tickets #kraftylab #jamesmcguinness

Medicus Pharma CEO Dr Raza Bokhari joined Steve Darling from Proactive to announce another major clinical milestone for the company, confirming that enrollment has been successfully completed in its Phase 2 clinical study evaluating the safety and efficacy of its Doxorubicin Microneedle Array (D-MNA), also known as SKNJCT-003, for the non-invasive treatment of nodular basal cell carcinoma (BCC) of the skin. The Phase 2 study has enrolled a total of 90 patients across nine clinical sites in the United States and is currently underway. Completion of enrollment represents a key step forward in Medicus Pharma’s development strategy, positioning the company to advance discussions with regulators and accelerate progress toward later-stage trials. Dr. Bokhari explained that the company expects to report topline results from the SKNJCT-003 study in the first quarter of 2026. Following the release of these data, Medicus Pharma plans to pursue an end-of-Phase 2 (EOP2) meeting with the U.S. Food and Drug Administration in the first half of 2026 to discuss the next steps in the clinical and regulatory pathway. SKNJCT-003 is a randomized, double-blind, placebo-controlled, multi-center study designed to evaluate two dose levels of the Doxorubicin Microneedle Array compared with a placebo microneedle array (P-MNA). Participants are randomized on a 1:1:1 basis into three treatment arms: a placebo group receiving P-MNA, a low-dose group receiving 100 micrograms of D-MNA, and a high-dose group receiving 200 micrograms of D-MNA. The high-dose 200 microgram D-MNA represents the maximum dose previously tested in the company’s Phase 1 safety and tolerability study, SKNJCT-001, which was successfully completed in March 2021. The Phase 2 trial builds on that foundation, aiming to further validate both safety and therapeutic effectiveness in a larger patient population. Medicus Pharma’s microneedle-based approach is designed to deliver chemotherapy directly into skin lesions while avoiding the need for invasive surgery, offering the potential for improved patient comfort, cosmetic outcomes, and treatment accessibility. The successful completion of enrollment marks a critical inflection point as the company advances toward potential late-stage development and regulatory engagement. #proactiveinvestors #nasdaq #mdcx #tsxv #mdcx #pharma #Biotech #CancerTreatment #ClinicalTrials #FDAApproval #SkinCancer #HealthcareInnovation #Investing #MedicalResearch #SkinCancer #BasalCellCarcinoma #BiotechNews #CancerResearch #GorlinSyndrome #BasalCellCarcinoma #CompassionateUse #FDAApproval #RareDiseaseTreatment #NoninvasiveTherapy #BiotechNews

C3 Metals CEO Dan Symons joined Steve Darling from Proactive to announce highly encouraging results from the first drill hole ever completed at the company’s Khaleesi copper project in southern Peru, marking a significant milestone for the greenfield exploration asset. The inaugural hole returned a broad intercept of 269.0 metres grading 0.30% copper, including a higher-grade interval of 60.4 metres at 0.41% copper starting from 346.0 metres downhole. Symons described the result as a strong validation of the geological model and a promising indication of scale for the emerging system. Khaleesi is currently being tested for the first time with an aggressive exploration program that includes two diamond drill rigs and a minimum of 6,000 metres of planned drilling. According to Symons, the early results point to the presence of a large, well-mineralized magnetite- and garnet-rich skarn body that is interfingered with multiple intrusive phases. The mineralized skarn–intrusive contact zone appears to be well defined, coinciding with strong chargeability and magnetic geophysical anomalies. Importantly, drilling has confirmed that copper mineralization extends beneath a broad area of shallow glacial till cover—an area that had not been previously drill-tested and which significantly expands the project’s exploration footprint. Symons cautioned that additional drilling will be required before the ultimate size and geometry of the Khaleesi system can be determined. In the meantime, the company is collecting detailed geological, alteration, geochemical, and structural data from all drill holes. This information is being incorporated into a comprehensive 3D geological block model, which will be integrated with existing 3D geophysical datasets to refine targeting and guide future drilling. Based on the strong results from hole KHZ5800-001 and positive visual observations from additional holes that are either completed and awaiting assay results or currently being drilled, C3 Metals is actively considering expanding the drill program beyond the originally planned 14-hole, 6,300-metre campaign. The early success at Khaleesi underscores the project’s potential to host a large-scale copper system and positions C3 Metals for continued exploration momentum as results continue to flow. #proactiveinvestors #c3metalsinc #tsxv #cccm #otcqb #cuauf #KhaleesiProject #CopperExplorat #PeruMining #GreenfieldExploration #DrillResults #CopperDiscovery #SkarnDeposit #BaseMetals #CriticalMinerals #MiningNews #ExplorationSuccess #DiamondDrilling #Geophysics #3DGeologicalModel #ResourceGrowth #CopperSupply #ProactiveInvestors