A Shot in the Arm for Neurology

Author

Noah Zelvis
September 03, 2025

In partnership with

A major advance in treatment delivery is giving patients easier access and investors new reasons to pay attention.

Stronger data from late-stage trials adds to the momentum, with catalysts lining up for the months ahead.

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They’re a private company, but Pacaso just reserved the Nasdaq ticker “$PCSO.”

No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them.

Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.

They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.

And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

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Ralph Lauren | RL

Price: $313.36

Ralph Lauren has been one of 2025’s retail standouts, with shares up more than 30% this year and hitting fresh highs.

The latest boost came after an upgrade to Strong Buy, driven by rising earnings estimates. Analysts now see stronger profitability ahead, a key driver of institutional buying pressure.

Luxury fashion has held up despite tariffs and a softer consumer backdrop, with Ralph Lauren benefiting from higher-margin direct-to-consumer sales and a strong brand presence in Asia.

At just over 24x earnings, the stock trades at a premium to peers, but investors appear willing to pay up for consistent execution.

Why It Matters: In a retail sector where many names are still under pressure, Ralph Lauren is bucking the trend.

Continued momentum in earnings revisions could support higher prices, but any pullback would test how much investors are willing to pay for premium positioning.

Home Depot | HD

Price: $407.71

Home Depot extended the expiration of its $110 per share tender offer for building products distributor GMS, giving regulators more time under the Canadian Competition Act.

The deal follows last year’s $18B acquisition of SRS Distribution, signaling management’s clear focus on the professional contractor market.

The strategy makes sense: pro contractors spend far more per project than DIY customers, offering steadier growth even when consumer confidence wavers.

Home Depot’s stock is modestly higher this year, supported by a 2.3% dividend yield and consistent free cash flow. But margins remain in focus as tariff costs flow through supply chains.

Why It Matters: Expanding deeper into professional services could offset housing market softness.

For investors, the acquisition pipeline shows Home Depot is playing offense, though integration and regulatory hurdles remain near-term risks.

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Tesla | TSLA

Price: $334.09

Elon Musk is trying to shift the narrative away from slowing EV sales.

This week he doubled down on Optimus humanoid robots, claiming they will eventually represent 80% of Tesla’s value.

Production targets call for 5,000 units this year, even as the auto business struggles with Chinese competition and an aging lineup.

Investors have heard bold promises before, robotaxis and full self-driving are still works in progress, but Tesla remains unique in real-world AI development.

Shares are down more than 13% this year, reflecting concerns about both the core car business and execution risk on new initiatives.

Why It Matters: Optimus could be transformational if it scales, but for now the market is pricing Tesla on car sales, not sci-fi bets.

Investors face a classic high-risk, high-reward setup.

Amazon | AMZN

Price: $225.95

Amazon is ending its Prime Invitee Program, which allowed members to share shipping perks with people outside their household.

Starting October 1, sharing will only be possible through Amazon Family, limited to one other adult at the same address, plus children and teens.

The move comes after reports that U.S. Prime signups ahead of this year’s Prime Day fell short of expectations.

By tightening benefits, Amazon is betting more users will sign up directly rather than freeloading.

With more than 200M global Prime members, even small changes in conversion can have outsized revenue impact.

Why It Matters: Amazon’s retail margins are razor-thin, so every lever counts.

Phasing out shared perks reinforces the value of Prime while nudging growth in subscription revenue, one of Amazon’s most profitable segments.

Biogen | BIIB

Price: $141.62

Biogen and Eisai scored FDA approval for a weekly subcutaneous injection of Alzheimer’s drug Leqembi, a far easier option than the previous intravenous infusion.

This move could expand patient adoption, particularly for those already 18 months into treatment.

At the same time, data from a separate epilepsy program with Stoke Therapeutics showed durable seizure reductions in Dravet syndrome, adding to the company’s neurology pipeline momentum.

Shares rallied on the news but remain down nearly 7% year-to-date and still trade far below their $206.70 high from last year.

That discount reflects skepticism after years of volatility in Alzheimer’s research, but the combination of convenience, regulatory wins, and fresh clinical data could shift sentiment.

Why It Matters: Neurology breakthroughs are notoriously tough to commercialize.

A new delivery path that broadens access, paired with pipeline progress, gives Biogen’s long-term story more credibility.

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Companies are leaning on very different levers to drive value, from drug delivery breakthroughs to acquisitions, robots, and membership tweaks.

For investors, the common theme is adaptability: the firms that adjust quickly to shifting markets and consumer behavior are best positioned to hold or expand their edge.

Stat of the Day – 5 to 6 cuts
The Fed is expected to slash rates again in September, with the bond market now pricing in 5–6 cuts through 2026.

That may revive risk appetite in equities, but long-term bond yields above 4.9% suggest inflation worries haven’t gone away.

Best Regards,
—Noah Zelvis
Everyday Alpha