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.
A business person consulting with their financial advisor showing their portfolio of stocks.
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.
8. Verve Therapeutics, Inc. (NASDAQ:VERV)
Number of Hedge Fund Holders: 30
Verve Therapeutics, Inc. (NASDAQ:VERV) is one of the Stocks With Huge Catalysts on the Horizon. On April 14, Verve Therapeutics, Inc. (NASDAQ:VERV) reported results from its Heart-2 Phase 1b trial for VERVE-102.
The trial focused on treating people with heterozygous familial hypercholesterolemia or early heart disease. Such patients need to lower their LDL cholesterol levels for a long time. Management noted that 14 participants received VERVE-102 at different doses, and the treatment was marked safe as there were no serious side effects connected to the drug and no important lab problems were seen.
The results showed that a single infusion of VERVE-102 reduced a key blood protein and significantly dropped LDL cholesterol. The reduction was dependent on the dose, with a mean reduction of 53% and a maximum reduction of 69% observed among four participants in the 0.6 mg/kg dose cohort.
Management believes that these results are promising, as a single dose can offer long-lasting reduction in LDL cholesterol.
Verve Therapeutics, Inc. (NASDAQ:VERV) is a clinical-stage company developing genetic medicines for cardiovascular disease. Their treatments aim to provide long-lasting effects with a single gene-editing therapy instead of ongoing medication.
7. UroGen Pharma Ltd. (NASDAQ:URGN)
Number of Hedge Fund Holders: 31
UroGen Pharma Ltd. (NASDAQ:URGN) is one of the Stocks With Huge Catalysts on the Horizon. On June 2, UroGen Pharma Ltd. (NASDAQ:URGN) presented its uTRACT Registry study design at the 2025 American Society of Clinical Oncology. The main focus was on presenting the real-world study of JELMYTO, which is a treatment for adults with low-grade upper tract urothelial carcinoma.
The presentation highlighted that the uTRACT Registry is taking place across 22 sites in the United States and is tracking the use of JELMYTO for patients with cancer of the lining of the upper urinary tract. Management noted that as of May 2025, 274 patients had been enrolled to reach 400 registries. The study will observe patients over three years, and the data is expected to provide key information about the treatment pattern, safety, effectiveness, and outcomes like disease response and time to recurrence. The treatment is under review by the FDA, and management expects the study to present valuable insights.
UroGen Pharma Ltd. (NASDAQ:URGN) is a biopharmaceutical company focused on developing treatments for cancers and urologic diseases.
6. Hims & Hers Health, Inc. (NYSE:HIMS)
Number of Hedge Fund Holders: 41
Hims & Hers Health, Inc. (NYSE:HIMS) is one of the Stocks With Huge Catalysts on the Horizon. On July 9, Hims & Hers Health, Inc. (NYSE:HIMS) announced expanding into Canada with a new affordable weight loss program. The timing of this expansion has been matched with the first-ever availability of generic semaglutide, a popular weight loss medication.
Management noted that Canadians face high costs and lack access to proven weight loss treatments, whereas branded semaglutide costs more than C$200. The availability of generics is expected to lower prices and make treatment more accessible. Hims & Hers Health, Inc. (NYSE:HIMS) will offer these generic and low-cost options through its online platform, providing 24/7 access to licensed providers and personalized care plans.
Moreover, the company’s recent acquisition of European health platform ZAVA reflects its strategic plan to expand globally.
Hims & Hers Health, Inc. (NYSE:HIMS) is a digital health platform that connects consumers to licensed healthcare professionals for personalized care.
5. Ionis Pharmaceuticals, Inc. (NASDAQ:IONS)
Number of Hedge Fund Holders: 43
Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) is one of the Stocks With Huge Catalysts on the Horizon. On July 25, Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) announced that the European Medicines Agency’s CHMP has given a positive opinion for its TRYNGOLZA.
The drug is recommended as an add-on to diet for adults with genetically confirmed familial chylomicronemia syndrome. The disease causes very high triglyceride levels and increases the risk of severe pancreatitis. Management noted that this positive opinion is a step forward towards European Commission approval, which is expected by the end of 2025.
The drug has already been approved in the United States, and the phase 3 Balance study showed that TRYNGOLZA significantly reduced triglyceride levels and acute pancreatitis events.
Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) develops RNA-targeted medicines for serious diseases, including neurological, cardiovascular, and rare genetic disorders.
4. AstraZeneca PLC (NASDAQ:AZN)
Number of Hedge Fund Holders: 56
AstraZeneca PLC (NASDAQ:AZN) is one of the Stocks With Huge Catalysts on the Horizon. On July 24, AstraZeneca PLC (NASDAQ:AZN) announced positive results for its global Phase 3 trial of Gefurulimab in adults with generalized myasthenia gravis who are antibody-positive.
Management noted that the trial was randomized, double-blind, and placebo-controlled. It met its primary and all secondary endpoints as patients showed significant improvement in their daily activities related to gMG at 26 weeks compared to placebo. gMG is a rare autoimmune disease that causes muscle weakness and loss of function. CEO of AstraZeneca PLC (NASDAQ:AZN) Rare Disease Marc Dunoyer noted that the results confirm gefurulimab’s potential as a fast-acting and sustained treatment option. Management expects the treatment to become first-line with a good safety profile.
AstraZeneca PLC (NASDAQ:AZN) is a biopharmaceutical company that focuses on oncology, rare diseases, cardiovascular, respiratory, immunology, and vaccines.
3. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders: 90
Vertiv Holdings Co. (NYSE:VRT) is one of the Stocks With Huge Catalysts on the Horizon. On July 22, Vertiv Holdings Co. (NYSE:VRT) announced its partnership with Oklo to create new power and cooling solutions for large data centers.
Okl0 is a nuclear technology company, and these new solutions use steam and electricity produced by Oklo’s advanced onsite nuclear power plants. This collaboration targets the rising energy needs for US data centers, particularly those handling AI and high-performance computing. Both companies plan to use the heat from Okla’s nuclear plant to power Vertiv Holdings Co.’s (NYSE:VRT) cooling system. The new system is expected to make the data centers much more energy efficient and environmentally cleaner.
Vertiv Holdings Co. (NYSE:VRT) manufactures and services critical digital infrastructure for data centers, communication networks, and industrial environments.
2. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 97
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Stocks With Huge Catalysts on the Horizon. On May 13, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Saudi Arabia’s HUMAIN announced a major partnership to build a global AI infrastructure.
As part of this collaboration, both parties will invest up to $10 billion to deploy 500 megawatts of AI computing power, as AMD-powered AI centers will connect Saudi Arabia with the United States. The report highlighted that the project is designed to be scalable and cost-efficient. Moreover, the infrastructure will support AI needs for enterprises, governments, and startups. As part of this collaboration, Advanced Micro Devices, Inc. (NASDAQ:AMD) will provide its complete range of AI computing hardware and software platform, while HUMAIN will manage building massive data centers for sustainable power and high-speed computing.
Initial deployments are already in progress across key regions, and the collaboration aims to deliver multi-exaflop computing capacity by early 2026.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is an international semiconductor company that designs and sells high-performance processors and graphics chips used in data centers.
1. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders: 119
Eli Lilly and Company (NYSE:LLY) is one of the Stocks With Huge Catalysts on the Horizon. On July 21, Eli Lilly and Company (NYSE:LLY) announced new Phase 3 trial results for Orforglipron, which is an oral drug for adults with type 2 diabetes.
This comes as a breakthrough for the company as Orforglipron is the first non-injectable GLP-1 receptor agonist to show strong results in this type of trial. The results showed that at 40 weeks, all tested doses of Orforglipron significantly lowered A1C. Moreover, the two highest doses also led to meaningful and statistically significant weight loss.
The safety profile of the drug was also consistent, as the most common side effects were mild-to-moderate stomach issues like diarrhea and nausea, mostly during dose increases. In addition, discontinuation due to side effects was similar to other drugs in this class. The company expects to share topline results from ACHIEVE-2 later this year. In this trial, Orforglipron will be compared with dapagliflozin. The company remains on track to submit Orforglipron for weight management to global regulatory agencies by the end of this year and for type 2 diabetes by 2026.
Eli Lilly and Company (NYSE:LLY) is an international pharmaceutical company that focuses on treatments for diabetes, oncology, immunology, neuroscience, and cardiometabolic health.
While we acknowledge the potential of LLY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LLY and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
