Stocks · Theme
Oncology & immunology stocks · 58 research notes
58 Oncology & immunology stocks moving on the same story, each with a dated research note: thesis, kill line and next catalyst.
Active themeStage: maturing, as of 15 November 2026.
All 58 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksABBVAbbVieMedium AbbVie's Skyrizi and Rinvoq, each up more than 22% in the 30 October 2026 third-quarter report, keep lifting guidance and analyst targets, so the shares modestly favour beating the S&P 500. The fourth-quarter report expected around 29…AMGNAmgenMedium Amgen is modestly more likely than not to beat the S&P 500 over three months because Repatha, Evenity and newer drugs are outgrowing biosimilar losses. The fourth-quarter report and 2027 outlook, expected in early February 2027, settle it.DCTHDelcath SystemsMedium Delcath Systems' shares are more likely than not to beat the S&P 500 after third-quarter revenue of $35.1 million lifted 2026 guidance to $115–117 million on 9 November 2026; the full-year report, expected around March 2027, shows whether…GMABGenmab A/SMedium Genmab's own cancer drugs are becoming a second engine beside its DARZALEX royalty, with three launches targeted for 2027. ASH data on 14 December 2026 and the 16 December 2026 R&D update show whether filings stay on track.MRKMerckMedium Merck's newer drugs and under-the-skin Keytruda are carrying its growth after raised 2026 guidance on 29 October 2026; the early-February 2027 outlook shows whether moderate growth absorbs over $2 billion of generic losses.ORKAOruka TherapeuticsMedium Oruka Therapeutics is modestly more likely to beat the S&P 500 over three months: its psoriasis antibody ORKA-001 cleared skin completely in 61% of high-dose patients against 0% on placebo, and the December 2026 52-week EVERLAST-A data…REGNRegeneron PharmaceuticalsMedium Regeneron's shares are modestly more likely than not to beat the S&P 500 because it now keeps its full Dupixent profit share, with EYLEA HD and Libtayo adding growth. The November 2026 cemdisiran FDA decision, the 4 December 2026 EYLEA HD…REPLReplimune GroupMedium Replimune's melanoma drug TUDRIQEV, first delivered on 6 October 2026, gives the shares a modest edge over the S&P 500 as early prescribing builds. The fiscal third-quarter report, expected around February 2027, carries the first sales…SMMTSummit TherapeuticsMedium Summit Therapeutics' case rests on FDA approval of ivonescimab in EGFR-mutant lung cancer by the 14 November 2026 goal date. The agency's reading of a primary survival result with p=0.057 settles it, and the shares closed at $15.07 on 12…XNCRXencorMedium Xencor's shares hold a modest edge over the S&P 500 on XmAb819's 45.5% confirmed response rate in advanced kidney cancer and cash funding into 2029. First-half 2027 data in at least 20 patients at 400 mcg/kg and the FDA's view on…ZLABZai LabMedium Zai Lab's shares are modestly more likely to beat the S&P 500 over three months on zoci, its DLL3 cancer drug with an 81.8% first-line response rate; a global first-line Phase 3 start announced by 31 December 2026 settles it.HALOHalozyme TherapeuticsLow Halozyme Therapeutics' shares are more likely to lag the S&P 500 after two downgrades in a week shifted the debate to royalty-rate step-downs from 2028. The 19 November 2026 German Keytruda SC appeal hearing and 2027 guidance are the next…IBRXImmunityBioLow ImmunityBio's third-quarter Anktiva revenue of $48.7 million fell below the second quarter's $50.7 million, and the shares are more likely to lag the S&P 500 until detailed QUILT-2.005 efficacy data and a fourth-quarter revenue rebound…JNJJohnson & JohnsonLow Johnson & Johnson's drug approvals keep coming, but weak medical devices and $1.36 per share of 2027 deal dilution leave the shares more likely to lag the S&P 500. The 8 December 2026 business review and January 2027 guidance settle it.MRNAModernaLow Moderna's shares are more likely to lag the S&P 500 over three months: a 246.5% three-month gain already prices its surprise profit and melanoma vaccine, and 2027 guidance waits for the fourth-quarter report. The 18 November 2026 Jefferies…SLSSELLAS Life Sciences GroupLow SELLAS Life Sciences is more likely to lag the S&P 500 over three months: its value rests on one Phase 3 leukemia trial, REGAL, whose topline survival result the company said on 12 November 2026 it expects this month, and the shares closed…BMYBristol-Myers SquibbMedium Bristol Myers Squibb raised 2026 revenue guidance to $49.75–$50.25 billion on 29 October 2026 but cut adjusted EPS guidance to $6.35–$6.55 on licensing charges; the early-2027 report shows whether earnings power follows revenue.CORTCorcept TherapeuticsMedium Corcept Therapeutics' Lifyorli launch is compounding ($91.4 million in Q3 2026, up from $47.6 million in Q2), yet the shares sit near their 200-day average on an unchanged $1.1–$1.2 billion revenue guide; the 17 December 2026 FDA decision…ELVNEnliven TherapeuticsMedium Enliven Therapeutics is modestly more likely than not to beat the S&P 500 over three months: $884.4 million in cash and FDA alignment fund ENABLE-2, its pivotal leukemia trial, and a disclosed first patient before year-end 2026 would…IMVTImmunovantMedium Immunovant's 9 November 2026 rheumatoid arthritis win at the 600 mg dose of IMVT-1402 makes the shares modestly more likely than not to beat the S&P 500 over three months; FDA feedback on a registrational path, guided for late 2026 or…LYELLyell ImmunopharmaMedium Lyell Immunopharma's ronde-cel is posting response rates strong enough to support a planned 2027 approval filing, with a 91% response rate in 44 pivotal-trial patients and funding into 2028. The December 2026 ASH presentations are the next…ONCBeOne MedicinesMedium BeOne Medicines' BRUKINSA growth and widening margins make the shares modestly more likely to beat the S&P 500 over three months; full MANGROVE lymphoma results on 13 December 2026 test the next label, and the fourth-quarter report settles…RLAYRelay TherapeuticsMedium Relay Therapeutics' value rests on zovegalisib, and its 4 November 2026 quarterly report moved the case forward: $848.6 million of cash funds operations into 2029, and breast-cancer trial enrollment is guided to finish in mid-2027. The 14…TGTXTG TherapeuticsMedium TG Therapeutics' beat-and-raise on 9 November 2026 lifted its 2026 US BRIUMVI guide to $915–920 million, making the shares modestly likely to beat the S&P 500; a fourth-quarter sales ramp and the subcutaneous Phase 3 topline settle it.ZBIOZenas BioPharmaMedium Zenas BioPharma is modestly more likely than not to beat the S&P 500 over three months; the SunStone Phase 2 lupus result for obexelimab, guided for the fourth quarter of 2026, settles whether the drug reaches beyond IgG4-RD.ZYMEZymeworksMedium Zymeworks shares have a modest edge over the S&P 500 after the company raised 2026 revenue guidance to $337–351 million on 9 November 2026; Roche antitrust clearance, expected in Q4 2026, and Jazz's next Ziihera sales report settle it.AGENAgenusLow Agenus is more likely to lag the S&P 500 over three months: the shares closed at $6.87 on 12 November 2026, and its funded ROBBIN colon cancer Phase 3 has no pivotal milestone before first-patient dosing guided for the first quarter of…AKTSAktis OncologyLow Aktis Oncology's shares are more likely to lag the S&P 500 over three months: its lead radiopharmaceutical AKY-1189 has no efficacy data, and preliminary NECTINIUM-2 results, guided for the first quarter of 2027, settle the case.ANABAnaptysBioLow AnaptysBio's shares are more likely to lag the S&P 500 over three months because their value rests on an undated Delaware Chancery judgment on returning Jemperli rights from GSK's Tesaro unit, expected in the fourth quarter of 2026 or the…AUTLAutolus TherapeuticsLow Autolus Therapeutics' shares are more likely to lag the S&P 500 because AUCATZYL sales fell to $41.2 million in the third quarter and the shares closed at $1.24 on 11 November 2026 despite a raised outlook; fourth-quarter sales decide…BCAXBicara TherapeuticsLow Bicara Therapeutics' shares are more likely to lag the S&P 500 because Genmab's rival head-and-neck drug won a Phase 3 trial and Bicara's own randomized data arrive only in mid-2027. Full FORTIFI-HN01 enrollment and $442.3 million of cash,…CADLCandel TherapeuticsLow Candel Therapeutics' shares are more likely to lag the S&P 500 over three months: on 12 November 2026 the company pushed its prostate-cancer BLA from the fourth quarter of 2026 to mid-2027, and a filing earlier than that would show the…CGEMCullinan TherapeuticsLow Cullinan Therapeutics is more likely to lag the S&P 500 over three months: the shares closed at $10.19 on 12 November 2026, below both moving averages, even as the first-line zipalertinib filing was completed. The December CLN-978 data…CRVSCorvus PharmaceuticalsLow Corvus Pharmaceuticals' soquelitinib shares are more likely to lag the S&P 500 over three months: the Angel eczema readout slipped to March 2027, so the main test sits past the window. $202.9 million of cash funds trials into the second…ERASErascaLow Erasca's pan-RAS drug ERAS-0015 faces a binary test in the 20 November 2026 oral presentation of more pancreatic cancer patients; with the Revolution Medicines patent dispute open, the shares are more likely to lag the S&P 500 than lead it.GERNGeronLow Geron Corporation's case now rests on RYTELO in lower-risk MDS, which grew to $60.1 million in the third quarter, up about 27% on the year; the fourth-quarter report and stock-sale dilution at about $0.97 a share settle it.GHGuardant HealthLow Guardant Health's Shield revenue is growing fast, but patent losses, wider cash-burn guidance and a new $500 million convertible note sale make the shares more likely to lag the S&P 500; the report expected around 18 February 2027 settles…GLUEMonte Rosa TherapeuticsLow Monte Rosa Therapeutics' Novartis milestones now fund its business, but the MRT-8102 heart-disease test, GFORCE-2, is guided only for H1 2027. Until it starts and reads out, shares trade on milestones, spending and start dates.IDYAIDEAYA BiosciencesLow IDEAYA Biosciences is more likely to lag the S&P 500: its Phase 3 OptimUM-010 trial closed on poor enrollment and brokers cut targets after the 3 November 2026 report. FDA acceptance of darovasertib and the IDE849 Phase 3 starts settle the…IMMXImmix BiopharmaLow Immix Biopharma's CAR-T therapy NXC-201 has strong interim data, but the shares are more likely to lag the S&P 500 while they trade below both 2026 offering prices; the 14 December 2026 ASH presentation settles whether the 89% response…IMRXImmuneeringLow Immuneering's atebimetinib is still a single-arm pancreatic-cancer story, and the randomized MAPKeeper 301 trial, guided to mid-2028, settles it. The third-quarter report moved cash runway to the fourth quarter of 2028, from 2029.INBXInhibrx BiosciencesLow Inhibrx Biosciences' head-and-neck drug ordastobart led pembrolizumab alone on response rate (48.3% vs 26.5%, 8 September 2026), but the shares are more likely to lag the S&P 500; the Q3 report's financing and Phase 3 timing settle it.IOVAIovance BiotherapeuticsLow Iovance Biotherapeutics' shares are more likely to lag the S&P 500 than lead it: a third-quarter Amtagvi sales beat on 5 November 2026 met an 11% one-day fall, and the lung case now rests on a biomarker subgroup. Full-year 2026 revenue…KURAKura OncologyLow Kura Oncology's KOMZIFTI sales rose 53% to $13.9 million in the third quarter of 2026. Even so, a new shelf filing and a cut to 2026 collaboration-revenue guidance leave the shares more likely to lag the S&P 500, and ASH data in December…LEGNLegend BiotechLow Legend Biotech's shares are more likely to lag the S&P 500 after the 10 November 2026 report, which showed a profit but slowing CARVYKTI growth and drew four target cuts. Anito-cel's 23 December 2026 FDA decision and fourth-quarter sales…MGNXMacroGenicsLow MacroGenics' B7-H3 cancer drug MGC026 showed head-and-neck responses, but shares are more likely to lag the S&P 500: third-quarter revenue fell to $18.7 million and the next MGC026 data is not due until mid-2027.NBTXNanobiotixLow Nanobiotix shares are more likely to lag the S&P 500 over the next three months because the Phase 3 NANORAY-312 head and neck cancer readout that decides the case has no date. Cash runs into 2029, so news on that trial's timing or result…NRIXNurix TherapeuticsLow Nurix Therapeutics is more likely to lag the S&P 500 over three months: Sanofi ended its STAT6 program on 3 November 2026 and the shares are down 42.3% in three months. The bexobrutideg poster at the ASH meeting on 13 December 2026 decides…NVCRNovoCureLow NovoCure's core glioblastoma business beat and raised in the third quarter, but the FDA's 9 November 2026 Not Approvable letter for Optune Mya removes a 2027 brain-metastases launch; the outcome of the company's talks with the FDA settles…NVCTNuvectis PharmaLow Nuvectis Pharma's shares are more likely to lag the S&P 500 over three months: NXP200 glioma data are out, and the remaining test is whether US IND filings for NXP100 and NXP200 land by the 31 December 2026 guide.ORICOric PharmaceuticalsLow Oric Pharmaceuticals' enozertinib has a stated Phase 3 path, but the shares are more likely to lag the S&P 500 over three months: they closed at $8.50 on 12 November 2026, and third-quarter cash and dilution decide whether they recover.RLYBRallybioLow Rallybio's stockholders approved the Avenzo Therapeutics merger on 4 November 2026 and the final cash distribution is $13.90 per share, so what remains is a roughly 2.8% stake in an early-stage oncology company. The merger closing after…RVMDRevolution MedicinesLow Revolution Medicines' shares are more likely to lag the S&P 500 over three months: they closed at $176.35 on 12 November 2026, and the fourth-quarter RASONQUE report, expected about February 2027, shows if the $197.6 million first quarter…SNDXSyndax PharmaceuticalsLow Syndax Pharmaceuticals is more likely to lag the S&P 500 over three months: Revuforj sales are growing, yet the shares are down 51.9% in three months. The frontline leukemia data at ASH on 13 December 2026 and 14 December 2026 settle it.STROSutro BiopharmaLow Sutro Biopharma's shares are more likely to lag the S&P 500 over three months: cash fell to $142.2 million at 30 September 2026, Merck ended MK-1484 on 7 November 2026, and the next STRO-004 data update is guided to the first half of 2027.TNGXTango TherapeuticsLow Tango Therapeutics' pancreatic-cancer combination is active, but the shares are more likely to lag the S&P 500 over three months: the 23 October 2026 ESMO update (82% response in 22 patients versus 92% in 12) did not extend June's result.…VORVor BiopharmaLow Vor Biopharma's telitacicept case is more likely to lag the S&P 500 over three months: the global myasthenia gravis trial reads out in the first half of 2027, and the 12 November 2026 RC298 deal and a $150 million share filing add dilution…VSTMVerastemLow Verastem's shares look more likely to lag the S&P 500: its KRAS G12D drug VS-7375 is funded into the first half of 2028, but ovarian revenue missed forecasts and a $100M share program adds supply. The year-end 2026 Phase 3 start and…