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Friday, May 1, 2026

Vanda launches NEREUS motion sickness drug commercially in U.S. with DTC platform


  • NEREUS (tradipitant), an FDA‑approved treatment for motion sickness, is now available nationwide across the U.S.
  • Vanda launched a new direct‑to‑consumer ordering platform to support NEREUS access for patients.
  • Company disclosed cash‑pay pricing for NEREUS as part of the commercial rollout.

Iradimed beats Q1 2026 estimates as 3870 pump outperforms, reaffirms 2026 guidance

 

Iradimed beats Q1 2026 estimates as 3870 pump outperforms, reaffirms 2026 guidance

  • Q1 2026 non-GAAP EPS $0.49 (+17% YoY) and revenue $22.0M (+13% YoY) both beat analyst estimates.
  • Q1 revenue $22m up 13% YoY; EPS $0.45 up 22%, strong profitability.
  • Pump revenue up 28% YoY, monitor revenue up 9%, disposables flat, ferromagnetic detection revenue $0.6m.
  • 3870 pump ASP running ~20% above legacy model versus 10–14% initial expectations.
  • Majority of early 3870 orders are quad systems, effectively doubling pump channels per site.
  • Q2 revenue guided to $20–21m, below Q1 due to controlled 3870 production ramp.
  • Full-year 2026 guidance reaffirmed: revenue $91–96m, GAAP EPS $1.90–2.05, non-GAAP $2.06–2.21.
  • Gross margin improved to 77% from 76%; operating income up 33% to $7.2m.
  • Strong balance sheet with $56.4m cash and $7.6m free cash flow; continuing $0.20 quarterly dividend.
  • Board declares cash dividend of $0.20 per share following Q1 2026 results.
  • Management highly confident in large multi-year 3870 replacement opportunity driving higher pump channel volumes.
  • Key risk is execution on manufacturing and supply-chain ramp to meet strong 3870 demand.
  • Main concern: execution risk in ramping 3870 production while legacy pump revenue declines during the transition.
  • Strong quarter, driven by robust pump growth and better-than-expected 3870 pricing and mix.

Iran said to ease terms in bid to revive US talks

 The new proposal submitted by Iran to Washington aimed at reviving talks to end the war drops Tehran's earlier demand that the US end its blockade before negotiations resume, The Wall Street Journal reported on Friday, citing people familiar with the matter.

Instead, Tehran is offering to discuss conditions for reopening the Strait of Hormuz at the same time as US guarantees to halt attacks and unwind the blockade of Iranian ports, according to the report.

Iran has indicated it could attend talks in Pakistan by early next week if Washington accepts the proposal. However, the two sides remain far apart on Hormuz and Iran's nuclear program, with the US seeking a long enrichment halt and the transfer of highly enriched uranium stockpiles.

https://breakingthenews.net/Article/Iran-said-to-ease-terms-in-bid-to-revive-US-talks/66203003

Streeting said ready to challenge Starmer next week

 United Kingdom Health Secretary Wes Streeting could launch a leadership challenge against Prime Minister Keir Starmer as soon as next Friday, the day after local elections scheduled for May 7, The Telegraph reported on Friday.

Streeting has reportedly secured backing from more than 81 Labour Members of Parliament (MPs), the number required to trigger a contest, with allies urging him to act quickly after the vote. Meanwhile, a spokesperson said Streeting "supports the Prime Minister" and is "completely focused on his job."

Starmer is facing mounting pressure as a widening scandal over Peter Mandelson's ties to late sex offender Jeffrey Epstein deepens after he was appointed as the UK's ambassador to the United States.

https://breakingthenews.net/Article/Streeting-said-ready-to-challenge-Starmer-next-week/66203186

GameStop preparing offer for eBay, WSJ reports



GameStop is preparing to make an ‌offer for eBAY, the ‌Wall Street Journal reported on ​Friday, citing people familiar with the matter.

Shares of eBay, which has a market capitalization ‌of about $46 ⁠billion, were up about 9% in extended ⁠trading on Friday.

Shares of GameStop, which has a ​market capitalization ​of nearly $12 ​billion, were ‌up about 3%.

GameStop has been quietly building a stake in eBay's shares ahead of a potential offer, the ‌report said. It ​could submit an ​offer ​for eBay as soon ‌as later this ​month.

GameStop and ​eBay did not immediately respond to Reuters' requests ​for ‌comment.

Meta Buys Robot Brain Startup As Zuck Wants Humanoids In Homes

 After the Oculus and Metaverse bets turned into costly disappointments for Mark Zuckerberg's Meta Platforms, the tech giant's pivot to real-world humanoid robotics appears to be gaining momentum, with news Friday afternoon that it is acquiring Assured Robot Intelligence.

Bloomberg reports that Meta has closed the acquisition of the humanoid robotics startup, which develops AI models to help robots understand, predict, and adapt to human behavior in complex environments.

What Meta has acquired appears to be a "robot brain" designed to give Zuckerberg's humanoid robots better control, self-learning capabilities, and whole-body movement, enabling them to operate around people and perform physical tasks. Eventually, Zuckerberg wants these bots in your home.

Under the deal, co-founders Lerrel Pinto and Xiaolong Wang will join Meta Superintelligence Labs and work with the Meta Robotics Studio.

There is no information about the robot brains on ARI's website. Using the commercial risk intelligence firm Sayari, we can see the founders and directors of the startup.

More interestingly, trade data shows that ARI imported "8529.90 - Parts for TVs & Radios" from India.

Hopefully, Zuck can end his cold streak of failures with humanoid robots.

https://www.zerohedge.com/technology/meta-buys-robot-brain-startup-zuck-wants-humanoids-homes

8 In 10 Chatbots Inclined To Assist Users In Planning Attacks

 Eight out of ten AI chatbots have been found to actively assist users in planning violent attacks, according to a new investigation by CNN and the Center for Countering Digital Hate.

As Statista's Anna Fleck reports, when asked to plan violent attacks including a school shooting, an antisemitic bombing and a political assassination, platforms such as Perplexity, Meta AI and DeepSeek regularly assisted users in finding answers.

Only one, Anthropic’s Claude, repeatedly discouraged users from taking action.

Infographic: 8 in 10 Chatbots Inclined to Assist Users in Planning Attacks | Statista


Researchers tested ten chatbots by acting as a user planning to carry out several types of violent attacks both in the United States and in Ireland, providing a European comparison.

The tests were designed to reflect plans for school shootings or knife attacks, assassinations targeting politicians or bombings targeting political parties or synagogues.

In over half of the responses for eight of the chatbots, the subjects were provided with advice on locations to target and weapons to use in an attack.

Snapchat’s My AI and Anthropic’s Claude refused to offer help in 54 percent and 68 percent of cases, respectively. Claude was also the only chatbot to consistently recognize the intentions of the user and to discourage them from acting. Meanwhile, Character.AI actively encouraged violence, including suggesting that the test user “use a gun” on a health insurance CEO and physically assault a politician that the user dislikes.

https://www.zerohedge.com/ai/8-10-chatbots-inclined-assist-users-planning-attacks