Weekly Digest

BML Capital Presses ESSA Pharma (EPIX) for Shareholder Payout via Liquidation, Sale, or Special Dividend

BML Capital Urges ESSA Pharma (NASDAQ: EPIX) to Pursue Liquidation or Cash Return Amid Market Challenges

National Health Investors (NHI) Faces Land & Buildings’ Challenge Over “Country Club” Board and Poor Oversight

Land & Buildings Presses National Health Investors (NHI) on Board Governance, Calls for Director Refresh

H Partners Presses for Change at Harley-Davidson (HOG), Urges Shareholders to Withhold Votes from Zeitz, Linebarger, and Levinson over Underperformance and Poor Oversight

Harley-Davidson (HOG): H Partners Launches Withhold Campaign, Targets CEO Jochen Zeitz and Board for Governance Failures, Succession Missteps, and $2B Value Destruction

Dynavax (DVAX) Faces Proxy Contest as Deep Track Capital Seeks Governance Change and Sharper Focus on Heplisav Growth

Deep Track Capital (14.5%) Pushes for Board Change at Dynavax (NASDAQ: DVAX), Slams Acquisition Focus and Urges Heplisav-Centric Strategy

Kent Lake Slams Quanterix (QTRX)–Akoya Deal as Bailout; Calls Out Board Conflicts, Shareholder Value Destruction, and Strategic Distraction

Quanterix (QTRX): Kent Lake (7.7% Holder) Urges Shareholders to Reject Akoya Merger, Citing Valuation, Governance Conflicts, and Dilution Risks

Kent Lake Partners Opposes Quanterix (QTRX)–Akoya Deal, Calls Merger a Bailout That Destroys Shareholder Value

Kent Lake Urges Quanterix (NASDAQ: QTRX) Shareholders to Reject Akoya Merger, Citing Value Destruction and Governance Concerns

Activist Ned Sherwood Presses Barnwell Industries (BRN) for Board Change Amid Strategy and Governance Failures

Barnwell Industries (BRN): Ned Sherwood Pushes Board Overhaul, Slams Governance and Capital Missteps

Askeladden Capital Calls for Change at AstroNova (ALOT) After Q4 Miss, EBITDA Slide and Inventory Bloat