Been tracking new 8(a) solicitations daily for the last month and noticed something weird: of ~140 active 8(a) notices right now, 23 are in NAICS 541512 (computer systems design) and 19 in 541611 (admin/management consulting). That's ~30% of the active pool in two codes.

Expected construction and facilities (236220, 561210) to dominate the way they usually do in small business spend. Those are way down like 8 and 6 notices respectively.

Two things I can't tell:

1. Is this a real shift in agency demand toward IT/consulting set-asides, or is the construction work getting routed through HUBZone and SDVOSB and just not hitting the 8(a) feed?

2. Anyone in 541512 or 541611 actually seeing more agencies reach out this month, or is this just a SAM.gov reporting quirk?

Response deadlines also feel compressed. 40% have due dates within 21 days, which is short for anything substantial.

Y'all seeing the same?

Been building a working file of upcoming FDA catalysts and figured I'd share. 13 PDUFA dates through September plus the 3 confirmed AdCom meetings I've got on deck. All drawn from company press releases, Federal Register notices, and STAT/Endpoints coverage. let me know if you spot anything missing or off.

PDUFA dates (US-listed sponsors)

Date	Ticker	Drug	Indication	Pathway	Severity
May 29	MNKD	Afrezza (inhaled insulin)	Pediatric T1D/T2D	sBLA	Medium
May 31	ONC	sonrotoclax	r/r MCL post-BTKi	NDA, priority	High
Jun 2	AZN	Datroway (datopotamab deruxtecan)	1L mTNBC	sBLA, priority	High
Jun 5	ARVN	vepdegestrant (ARV-471)	ESR1-mutated ER+/HER2- BC	NDA	High
Jun 20	ACHV	cytisinicline	Smoking cessation	NDA, breakthrough	High
Jun 29	LNTH	Ga-68 edotreotide kit	NET PET imaging	NDA (PDUFA extended 3mo)	Medium
Jun 29	PFE	HYMPAVZI (marstacimab)	Hemophilia inhibitor + pediatric	sBLA, priority	Medium
Jun 29	ARQT	ZORYVE (roflumilast) 0.3% cream	Plaque psoriasis, ages 2-5	sNDA	Medium
Jul 6	ORKA	Orca-T	AML/ALL/MDS requiring alloHSCT	BLA, priority (3mo extension)	High
Aug 22	CAPR	deramiocel	DMD cardiomyopathy	BLA Class 2 resubmission	High
Aug 30	PHA	Besremi (ropeginterferon alfa-2b)	Essential thrombocythemia	sBLA	Medium
Sep 18	NUVL	zidesamtinib	TKI pre-treated ROS1+ NSCLC	NDA, breakthrough	High
Sep 22	IONS	zilganersen	Alexander disease	NDA, priority	High

Upcoming AdComs

Apr 30 — ODAC (AstraZeneca, AZN) — back-to-back sessions:

• Morning: camizestrant + CDK4/6i for HR+/HER2- BC upon ESR1 emergence (SERENA-6 data)
• Afternoon: Truqap + abiraterone for PTEN-deficient mHSPC (CAPItello-281)

This is the first drug-related AdCom in ~9 months. Panel is going to be fresh, which cuts both ways.

Jul 23-24 — Pharmacy Compounding AC — bulk drug substance list review. No
public-company sponsor.

A few I'm still hunting for specific dates on:

• AstraZeneca baxdrostat (hypertension, first-in-class aldosterone synthase inhibitor) — Q2 2026 via priority review voucher, no calendar date publicly disclosed last I checked
• Anything hitting in late June / early July I might have missed

If you're tracking any of these or know of others that should be on here, drop them in the comments and I'll keep this updated. Happy to share the maintained version
directly with anyone who DMs. I just don't want to turn a Reddit post into a link
dump.