In this article, we will look at the 10 Stocks With Huge Catalysts on the Horizon.
The August 1 tariff deal is approaching; however, the market seems to have gotten used to the tariff headlines. To discuss the impact of tariffs, Tobin Marcus, Wolfe Research’s head of policy, joined CNBC for an interview. He noted that, certainly at the level of tariff headlines, investors have now desensitized and are not panicking about the news regarding what can happen with upcoming trade deals. However, he thinks that the tariffs might impact the market when it starts to show up in economic data and in margins. Marcus highlighted the fact that the market is currently tech and AI-driven is also one of the factors behind market resilience against tariffs, as these sectors are not impacted by the policies yet.
While addressing whether tariffs are a ticking time bomb, Marcus noted that while there’s still a lot of impact yet to come from tariffs, calling them a time bomb would be an exaggeration. He noted that we are yet to see the impact of tariffs that have been implemented in addition to the new deals expected on August 1. Marcus highlighted that tariffs that are being implemented are below the threatening figures that made headlines earlier, but they are still above the current market levels. He noted that institutional investors have already shown residual concern regarding the impact, as they acknowledge that the impact is going to land sooner or later on margins or earnings of the market. However, the market continues to move higher as there are other positive things going on, creating an overall bullish environment.
With that, let’s take a look at the 10 stocks with huge catalysts on the horizon.
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Our Methodology
To curate the list of 10 stocks with a huge catalyst on the horizon, we used reputable financial media and company investor relations pages to aggregate a list of stocks with major product or partnership announcements. Next, we ranked these stocks in ascending order of the number of hedge fund holders as of Q1 2025, sourced from Insider Monkey’s database.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10 Stocks With Huge Catalysts on the Horizon
10. Nektar Therapeutics (NASDAQ:NKTR)
Number of Hedge Fund Holders: 20
Nektar Therapeutics (NASDAQ:NKTR) is one of the Stocks With Huge Catalysts on the Horizon. On June 24, Nektar Therapeutics (NASDAQ:NKTR) announced positive results from the Phase 2b REZOLVE-AD trial of Rezpegaldesleukin to treat moderate-to-severe atopic dermatitis.
The drug showed significant improvement in Eczema Area and Severity Index scores after 16 weeks compared to placebo. Some notable points from the results include a 75% reduction in EASI, itch reduction, body surface area affected, and physician-assessed severity scores. The results highlighted that these improvements appeared quickly after starting treatment, helping differentiate this therapy from existing options.
Moreover, Rezpegaldesleukin also led to strong, dose-dependent reductions in inflammatory markers tied to atopic dermatitis, including TARC/CCL17 and IL-19. Management noted that this shows that the treatment works using a unique Treg (regulatory T-cell) mechanism, which could be a first in its class. Nektar Therapeutics (NASDAQ:NKTR) plans to present these findings at medical conferences later in 2025, whereas the long-term maintenance data are expected in early 2026.
Nektar Therapeutics (NASDAQ:NKTR) is a clinical-stage biotech company developing therapies that target immune system dysfunction in autoimmune, inflammatory diseases, and cancer.
9. KalVista Pharmaceuticals, Inc. (NASDAQ:KALV)
Number of Hedge Fund Holders: 29
KalVista Pharmaceuticals, Inc. (NASDAQ:KALV) is one of the Stocks With Huge Catalysts on the Horizon. On July 25, KalVista Pharmaceuticals, Inc. (NASDAQ:KALV) announced that its oral drug Sebetralstat received a positive opinion from the European Medicines Agency’s CHMP.
Sebetralstat treats acute attacks of hereditary angioedema in patients 12 years and older. Management noted that the final decision from the European Commission is expected by early October 2025. If approved, the drug would be the first and only oral on-demand treatment for hereditary angioedema available in Europe.
The positive opinion by CHMP is based on results from the phase 3 KONFIDENT clinical trial, which was the largest trial ever for HAE, involving 136 patients in 20 countries. The results showed that the drug provided rapid symptom relief, reduced attack severity, and was well-tolerated with a safety profile similar to placebo. Sebetralstat is already approved in the US and UK under the brand name EKTERLY.
KalVista Pharmaceuticals, Inc. (NASDAQ:KALV) is focused on developing treatments for diseases with high unmet need, especially hereditary angioedema.
