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biotech-precision-therapeutics theme · 47 dossiers
Dossiers in the biotech-precision-therapeutics theme cluster — 47 names moving on shared catalysts.
All dossiersSYRE
Spyre Therapeutics, Inc.
Accelerating TL1A/I&I platform: SPY001 Part A de-risked UC (Robarts −9.2, p<0.0001); next leg is SPY002 "mid-2026" open-label Part A induction. Abivax obefazimod's Phase 3 malignancy signal (6/4) cleared an oral UC competitor and drove DB…
DRTS
Alpha Tau Medical Ltd.
Commercial-validation leg accelerating: Tolmar's 2026-06-03 US prostate deal ($35M upfront, up to $161.5M milestones, $20M equity at a 34% premium) stacked on strong 2026-06-01 ASCO pancreatic OS data (median up to 17.1mo) and two analyst…
LQDA
Liquidia Corporation
YUTREPIA ramp accelerating (Q1'26 net sales $129.9M, +44% QoQ, profitable) and the legal tail just got cut: the 2026-06-04 SCOTUS Hikma v. Amarin skinny-label ruling takes forced NDA withdrawal off the table, shifting the '327 trial…
ALKS
freshAlkermes plc
Orexin sleep-medicine re-rate: Takeda's Phase 3 + FDA priority review validated the OX2R class, and Alkermes' alixorexton posted positive Phase 2 in both NT1 (Vibrance-1) and NT2 (Vibrance-2), with Phase 3 underway and an IH readout due Q4…
AMRX
freshAmneal Pharmaceuticals, Inc.
Commodity-generics maker re-rating into specialty branded, biosimilars, and GLP-1 contract manufacturing. Q1 adj. EBITDA +19% and Specialty +23%, then June CREXONT Phase 4 data and a romidepsin FDA approval drove a +19% week to fresh…
CORT
Corcept Therapeutics Incorporated
Post-CRL redemption arc largely complete: stock round-tripped $28.66→$91 high, now $72.62. Live leg is Cushing's second-approval optionality NDA resubmission announced 2026-05-27 (no new trials, PDUFA ~late 2026). Q1 missed (+4.9% YoY, net…
CYRX
CryoPort, Inc.
CGT cold-chain picks-and-shovels; the 2026 re-rate (FDA manufacturing flexibility + biotech-funding recovery + commercial CGT rev +26% YoY at the May 4 print) has largely played out. Spot ~$15.70 now sits ABOVE the $15.31 consensus PT…
ELVN
Enliven Therapeutics, Inc.
De-risking BCR::ABL1 story: ELVN-001 Phase 1 ENABLE update hits an EHA oral June 11 (T-4) plus webcast 69% cumulative MMR (60/120mg) and 52% in asciminib-pretreated CML, no MTD, $462.6M cash into 1H-2029, Phase 3 ENABLE-2 launching…
MGTX
MeiraGTx Holdings plc
Gene-therapy shots-on-goal re-rate has cooled from ACCELERATING to MATURING after the Apr cluster (J&J bota-vec buyback, xerostomia Breakthrough, Hologen up-to-$430M). Stock rolled ~24% off the $11.85 high and on 2026-06-05 closed $9.00,…
RLAY
Relay Therapeutics, Inc.
Binary resolved bullish: zovegalisib (RLY-2608) posted ~11-mo PFS, won FDA Breakthrough Therapy, and is funded into 2029 sell-side re-rated to $26–$28 (from $18–$21) as shares broke to a 52-wk high $17.33. The leg now is the post-data…
RVMD
Revolution Medicines, Inc.
KRAS-franchise narrative maturing, not breaking: ASCO-grade RASolute-302 data (daraxonrasib doubles PDAC survival, ~60% death-risk cut), NEJM publication and FDA expanded access have walked analyst PTs into a $182–195 cluster with the…
TNGX
Tango Therapeutics, Inc.
Binary PRMT5 catalyst resolved upside: vopimetostat's Oct-2025 Ph1/2 data (27% ORR across 16 tumor types; 2L MTAP-deleted PDAC 25% ORR/7.2mo PFS; FDA-aligned 250mg) de-risked the asset and drove a $3→$28 re-rate. Now ~$20, digesting below…
TSHA
Taysha Gene Therapies, Inc.
Rett gene therapy narrative re-rated from clinical binary to BLA execution: FDA aligned on a single-arm pivotal with potential BLA off the REVEAL six-month interim, cash funded into 2028 kills the dilution overhang, and Part A shows 100%…
TVTX
Travere Therapeutics, Inc.
FILSPARI FSGS launch confirming, not round-tripping: June brought a second target wave (Citi $62, HC Wainwright $67, Wedbush $55), a USPTO patent allowance + Orange Book listing extending exclusivity, and the 2026-06-02 Everest…
URGN
freshUroGen Pharma Ltd.
ZUSDURI launch ramp still accelerating: Q1'26 ZUSDURI revenue $29.2M (+109% QoQ), prescribers 102→256, and the 2026-06-10 Goldman fireside reframed it as $1B+ at <20% penetration. First/only FDA drug for LG-IR-NMIBC. But price is pressing…
VCYT
Veracyte, Inc.
Profitable precision-oncology dx compounder with a fresh third leg: the TrueMRD whole-genome MRD test won Medicare coverage (2026-05-15, launched 06-01), stacking on a Q1 beat-and-raise and ASCO OPTIMA/ENZAMET data. But all three binaries…
ZVRA
freshZevra Therapeutics, Inc.
MIPLYFFA's generic-cliff risk was just removed to 2041 (Orange Book patent + PTE filing, 2026-06-08), triggering a six-firm PT-raise cluster ($25–35) while the drug's ramp runs +78% YoY. A re-rating of a debt-free, cash-generative…
ABCL
AbCellera Biologics Inc.
Busted-platform turnaround re-rated ~190% off the $2.33 low on ABCL635 Phase 1 success + Q1 beat (+98% YoY) + PT hikes (Cantor $11). The Q3 2026 ABCL635 Phase 2 VMS topline is the binary but it's a quarter out, and the tape just spiked to…
APGE
Apogee Therapeutics, Inc.
Defining binary resolved 2026-05-27: APG777/zumilokibart Part B hit (mid-dose 65.9% EASI-75, all doses p<0.001) and a record $1.3B Blackstone non-dilutive deal landed yet shares sold the news (~$95→$83) on a non-monotonic dose curve (mid >…
CADL
Candel Therapeutics, Inc.
Phase 3 prostate-cancer win is now fully public Lancet Oncology print (2026-06-02), AUA extended follow-up (HR 0.70, 39% PCa-specific DFS gain) and the tape barely moved. The April accelerating leg (Cantor OW, EVERSANA, $4→$9) has matured…
CERS
Cerus Corporation
Blood-safety turnaround now analyst-confirmed: Q1'26 (4/30) hit adj-EBITDA +$4.0M and +$6.2M operating cash on +24% product rev, drawing a BTIG Buy/$4 PT plus France EFS and BCA supply deals. But the 2.7x off the $1.15 low is largely spent…
CMPS
COMPASS Pathways Plc
Late-April FDA catalyst (NDA rolling review + National Priority Voucher for COMP360 in TRD) has faded into dead tape; theme stepped ACCELERATING→MATURING and volume is back to ~1x ADV. No dated catalyst in 30d the real binary is the…
CPIX
Cumberland Pharmaceuticals Inc.
3x re-rate off $1.85 to $5.77 is the $100M Apotex asset-sale (announced 2026-04-22; $75M cash upfront + $25M earnout) vs $87M cap public and priced. The 2026-06-24 shareholder vote is the only dated binary, but the board recommends FOR, so…
DSGN
Design Therapeutics, Inc.
Only 2026 binary already fired against momentum: RESTORE-FA topline (2026-05-18) gapped +14% then closed -28.88% at $10.22 as n=16 open-label 4-week data underwhelmed the run toward $17. Now drifting low-$10s ($10.65, 2026-06-05) with no…
ETON
Eton Pharmaceuticals, Inc.
Binary resolved bullish: Q1 2026 (printed 5/14) beat EPS $0.14 vs $0.09, revenue $24.3M vs $22.3M, FY26 guide raised to >$120M; HCW Buy, PT $57 (5/15); IMPAVIDO license added 5/19. The rollup beat-and-raise is now confirmed in the numbers,…
INBX
Inhibrx Biosciences, Inc.
Post-spike DR5-agonist biotech bleeding in a catalyst vacuum: $155→$87 (-44%), sold its own HNSCC beat, now grinding toward the $78 floor. Chondrosarcoma BLA confirmed submitted; FDA filing-acceptance decision (~late June, soft) is the…
JBIO
Jade Biosciences, Inc.
Binary fired 2026-06-01 JADE101 Phase 1 beat (~70% IgA, q12w dosing, clean safety), PTs jumped (BTIG $74) but the tape sold the news and the company printed a dilutive $150M raise at $15.00 (2026-06-04). Catalyst spent; next own readout is…
KALV
KalVista Pharmaceuticals, Inc.
Near-closed $27.00/share all-cash Chiesi takeout: all antitrust/FDI gates cleared (HSR 5/28, Germany 5/27, Italy 5/29); only the majority-tender condition remains, expiring 2026-06-10. Stock pinned ~$26.66, ~1.3% to deal vs ~40% break…
LEGN
Legend Biotech Corporation
In-vivo CAR-T re-rate but EHA full dataset 6/11-14 is a binary INSIDE 3 trading days; topline already leaked, durability risk both ways.
MMED
freshMiniMed Group, Inc.
Medtronic diabetes spinoff repricing as a pure-play automated-insulin-delivery / CGM story; the Abbott dual glucose-ketone exclusive sensor deal (2026-06-03) extends the ecosystem moat. But the Q4 print and the deal both fired the same day…
NKTR
Nektar Therapeutics
Feb-2026 REZOLVE-AD (atopic dermatitis) maintenance pop to $109 has fully round-tripped: NKTR is ~$57, ~38% below the $92 April secondary, -32.6% on the month with no near-term binary. The AD IL-2 Treg narrative ran ACCELERATING then…
NVCR
NovoCure Limited
TTFields single-asset name marked up into a binary: +24.5% over 3mo to ~$16, recovering toward the $19.25 high ahead of the Phase 3 TRIDENT GBM overall-survival readout (topline Q2 2026, ~June 30). coin-flip the edge is buying a confirmed…
ORKA
Oruka Therapeutics, Inc.
Phase 2a binary already fired positive (2026-04-27: 63.5% PASI 100, 83% PASI 90 — bimekizumab-class clearance from a twice-yearly IL-23). The accelerating leg is now spent: stock topped $91, sits ~$60 and bleeding into a June 2026 lock-up…
PGNY
Progyny, Inc.
Fertility-benefits re-rate now MATURING (mis-themed as biotech) analyst cluster done, avg PT on spot, 8-week catalyst vacuum to the 7/30 print pullback-to-$24, not a chase.
PLSE
Pulse Biosciences, Inc
Biotech ACCEL (first coverage Canaccord $32 + insider ATM buying) but the de-risking data is 2027, no 30-day binary, ~$18M/qtr burn momentum probe, not a fat pitch.
PSNL
Personalis, Inc.
MRD/liquid-biopsy narrative still ACCELERATING on 4 Medicare wins + best-in-class ASCO data, but the catalysts already fired and price just FAILED a breakout 2026-06-05 printed a fresh 52w high $12.53, then reversed to close $10.75 (-11%).…
QURE
uniQure N.V.
FDA-regime-change relief rally into binary catalysts: Makary's 2026-05-12 ouster plus the acting commissioner's 2026-06-04 pledge against political interference in rare-disease reviews revived hope of an accelerated path for AMT-130…
RAPP
Rapport Therapeutics, Inc.
AAN follow-up (2026-04-21) confirmed RAP-219 durability 90% median seizure reduction wks 9-12, 22-day half-life validating the platform, but the stock sold the news ~9% and now sits in a ~5-month data gap until bipolar-mania Phase 2…
RLMD
Relmada Therapeutics, Inc.
Post-Phase-3-failure CNS microcap in a dead readout zone; the 2026-05-28 vote lifting authorized shares 150M→200M arms an ATM with no dated Sepranolone or RELIGHT topline to offset it. The 2026-06-03 pre-market pop was a low-float blip on…
RLYB
Rallybio Corporation
Reverse-merger special situation, not a momentum trade. The 2026-06-01 Avenzo oncology merger + $215M PIPE pop already fired and has faded back toward the mid-$14s by 2026-06-07. Legacy holders keep a cash distribution + CVR + a ~2.8%…
RZLT
Rezolute, Inc.
Biotech ACCELERATING leader: upLIFT 6/8 interim + 4-house upgrade cluster, 5 rules incl vol 1.53x binary name, LOW event-risk probe.
SEPN
freshSepterna, Inc.
Oral-GPCR platform story accelerating: Novo Nordisk obesity deal funds 5 targets, SEP-631 printed positive CSU Phase 1, and SEP-479 hits the ENDO 2026 stage this week. But it's a 3x into all-time highs (~$32) and the ENDO slot is…
SGMT
Sagimet Biosciences Inc. Series A
April narrative-momentum breakout fully round-tripped: denifanstat's retail spike faded and SGMT sits at $6.76 (2026-06-05), barely above its $6.00 April offering price after the float nearly doubled to 61.75M shares. Dermatology pivot +…
SLS
SELLAS Life Sciences Group, Inc.
Pre-binary retail run-up: SLS ran ~5x off the $1.39 low into an imminent, event-driven Phase 3 REGAL overall-survival readout (78/80 death events as of May 11, 2026). A coin-flip near 52-week highs ($8.23) with parabolic RSI lottery gamma…
SMMT
Summit Therapeutics Inc.
Single-asset ivonescimab story where the leg that powered the ASCO run has resolved mixed: the global HARMONi-3 squamous PFS interim missed (Apr 30, −25%), then positive China-only HARMONi-6 OS (HR 0.66) sold the news (Jun 1, −6%).…
STRO
Sutro Biopharma, Inc.
Equity re-minted around STRO-004, a DAR-8 Tissue Factor ADC, after lead luvelta was shelved. Analyst cluster (Wedbush $60, Barclays OW $56) frames a mid-2026 Phase 1 readout, but the stock has rolled over from ~$41 to ~$26 momentum fading…
VERU
Veru Inc.
GLP-1 muscle-preservation narrative got Novo's stamp (2026-06-02 free-Wegovy supply deal + first-negotiation right), spiking VERU +167% intraday on 06-04 to a +88% close. But it's a no-cash supply deal, and a June 2026 S-3 just registered…