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oncology-immunology theme · 52 dossiers
Dossiers in the oncology-immunology theme cluster — 52 names moving on shared catalysts.
All dossiersKYMR
Kymera Therapeutics, Inc.
Oral STAT6 degrader (KT-621) re-rated on early BROADEN2 enrollment (6/25) and the $10.9B AbbVie–Apogee read-through, but the analyst upgrade cycle topped with RBC's 7/13 downgrade to neutral and the binary topline is 2H-2026 — a maturing,…
SYRE
Spyre Therapeutics, Inc.
Two of three lead binaries (SPY001, SPY002 anti-TL1A) printed potential best-in-class; the stock absorbed a ~$399.7M director-fund block sale and sits back near its ~$102 ATH (~$95). Next legs — SPY003 IL-23 Part A (guided mid-2026,…
TNGX
Tango Therapeutics, Inc.
Post-data digestion, not acceleration: the 92% ORR combo print is fully paid for and the tape has faded from $32.90 to ~$27.7, below the $30.00 June secondary. Sell-side keeps marking up (JPM Overweight $46 on 7/15, Mizuho $40 on 7/17)…
PSNL
Personalis, Inc.
The MRD story has been overtaken by a live sale process: StreetInsider reported 2026-07-17 that Personalis retained Centerview, TD Securities and Cooley after takeover interest from Merck (already a >10% holder and 19% of Q1 revenue) plus…
RVMD
Revolution Medicines, Inc.
Regulatory-clock narrative re-accelerating: the rolling NDA under the FDA National Priority Voucher is "nearing completion" (2026-07-07) and the EMA opened a phased CHMP review the same day, while the Street ceiling walked from ~$186 to…
BMY
freshBristol-Myers Squibb Co.
Legacy-pharma re-rating: the 2026-07-30 Q2 print beat on revenue ($12.973B vs $11.745B) and reset FY26 guidance entirely above the old range ($49.0–50.0B sales, $6.75–7.00 adj EPS). The AstraZeneca merger leg was denied by Reuters on…
CGEM
Cullinan Therapeutics, Inc.
CD19 T-cell-engager-in-autoimmune narrative re-rated CGEM ~3x off the $5.68 low on CLN-978 lupus/RA single-dose remissions; now drifting to ~$17.10 in a bull flag under the $19.43 high with the big data catalyst spent and no dated readout…
CLDX
freshCelldex Therapeutics, Inc.
Phase 3 CSU topline pulled forward to a September/October 2026 window at the 2026-08-06 Q2 print; the tape made a new 52-week high ($41.71, 2026-08-07) three weeks after a Phase 2 prurigo nodularis failure, with three Overweight target…
DNTH
freshDianthus Therapeutics, Inc.
Complement re-rate has extended to a new 52-week high of $112.64; the 2026-08-04 Q2 print added a December MMN top-line and a new bifunctional candidate, and four broker PT raises in four sessions (08-03→08-06) are sell-side catch-up to a…
DRTS
freshAlpha Tau Medical Ltd.
Head-and-neck re-acceleration: a 2026-06-23 first-ex-US glioblastoma treatment drove a +17.9% breakout to new 52-week highs (~$12.56 on 7/11), reclaiming the $11.99 Tolmar equity shelf. The 2026-07-21 AHNS podium with complete Alpha DaRT +…
GH
Guardant Health, Inc.
Q2 (7/30) resolved the earnings binary favourably: revenue $334.978M vs $314.226M consensus, FY26 guidance raised to $1.340–1.360B from $1.300–1.320B. But Guardant filed a shelf the same day, and the 7/31 target wave ($195–210) failed to…
IDYA
IDEAYA Biosciences, Inc.
Darovasertib approval trade: OptimUM-02 registrational win (HR 0.42, PFS 6.9 vs 3.1 mo, ASCO 2026-06-01) puts a first US uveal-melanoma NDA in flight under FDA RTOR, filing guided H2 2026. Fortress balance sheet (~$973M cash Q1 + $300M…
ILMN
freshIllumina, Inc.
Beat-and-raise on 2026-07-30 (rev $1.159B +9.4%, EPS $1.31, FY26 guide up to $4.60–4.64B / $5.30–5.40) drew nine target hikes to as high as $230 — and the stock still closed 2026-08-07 at $187.96, 8.4% below the $205.10 high made on the…
NRIX
Nurix Therapeutics, Inc.
Roche co-development deal (2026-07-21: $700M upfront, up to $2.3B, 60/40 cost-share) just gave Big Pharma validation to the bexobrutideg BTK-degrader franchise the sell-side re-rated in July, re-accelerating the narrative. But no dated…
ONC
BeOne Medicines Ltd.
BRUKINSA-driven oncology compounder: sell-side racing to catch up — six PT raises/upgrades Jul 1–23, avg PT ~$415 vs ~$326 spot — as the drug takes global BTK leadership and BeOne turns GAAP-profitable. The 2026-08-05 Q2 print is the…
ORKA
Oruka Therapeutics, Inc.
Supply overhang cleared: the 2026-07-01 Fairmount $300M block at $84.43 was absorbed and price closed $92.70 on 07-17 (+11.6%), 5% off the 52-week high, with 19.85% short interest still rising. Long-acting I&I re-rated by the $10.9B…
RLAY
Relay Therapeutics, Inc.
Post-binary re-rating extended by an analyst-coverage land grab: JP Morgan initiated Overweight $28 (2026-07-08) and Canaccord Buy $29 (2026-07-16) on top of the June upgrade wave, carrying RLAY to a new 52-week high of $20.19 (~450% TTM).…
RLYB
Rallybio Corporation
Corrected cash math changes the read: the $50.0M Candid break fee received 2026-05-04 landed after the 3/31 balance sheet, so ~$97M gross cash sits against 5.30M shares (~$18.3/sh) versus a $16.42 quote. Buyer gets the cash distribution…
SNDX
freshSyndax Pharmaceuticals, Inc.
Menin-inhibitor commercial ramp accelerating: Revuforj + Niktimvo franchise cleared $100M/quarter with revenue +224% YoY, and the leg being bought is frontline AML label expansion (~10x TAM). Stock coils below 52-week-high resistance…
TGTX
TG Therapeutics, Inc.
Profitable anti-CD20 franchise (BRIUMVI) repricing on a credible MG second act; June's Phase 1 print and second FY2026 guide raise (~$925M global) are in the tape, and HC Wainwright's July 13 lift to a $77 target reloads the narrative into…
URGN
UroGen Pharma Ltd.
ZUSDURI launch ramp still accelerating and the sell-side is now chasing it — Oppenheimer to $50 (7/16), Guggenheim to $42 (7/21) — as price prints fresh 52-week highs near $41. The 2026-08-06 Q2 report is the binary tell on whether the…
VCYT
Veracyte, Inc.
Sell-side is now chasing a move it missed: VCYT broke to a 52-wk high $60.91 (closed $59.13 on 2026-07-17, +124% YoY) as Piper initiated Overweight $66 (07-15) and Canaccord lifted a Hold PT $42→$60. Fundamentals still accelerating (Q1 rev…
VSTM
freshVerastem, Inc.
The dormant-tape problem flagged in July resolved: Q2 (2026-08-06) put net product revenue at $25.1M vs $23.093M consensus, the Oberland royalty deal funds runway into H2 2027 without equity, and the vague "H2 2026" VS-7375 readout is now…
AKTS
freshAktis Oncology, Inc.
Coverage-and-flow leg has crested: -25% from the 2026-06-30 all-time closing high of $32.23 to $24.13 on 2026-08-07, no new sell-side action since JPM's 2026-07-14 maintain at $33, and three insiders selling in July's post-lock-up window.…
ALMS
Alumis Inc.
Best-in-class oral TYK2 story sitting near 52-week highs (~$28) as the market waits on the Q3 2026 LUMUS Phase 2b lupus topline — the binary that either re-rates envudeucitinib into a multi-billion indication or caps it as a psoriasis-only…
ANAB
AnaptysBio, Inc.
The July 14–17 Delaware bench trial closed with no verdict and no buyout; the quick-resolution crowd unwound and ANAB round-tripped from the low-$70s to ~$54 (Jul 24). The whole equity is now a dateless wait on a Chancery post-trial…
APGE
Apogee Therapeutics, Inc.
AbbVie's signed all-cash takeout at $135.11 (announced 2026-06-23, ~$10.9B, ~49% premium to the $90.38 pre-bid close) caps the stock at the bid and killed the IL-13 momentum leg. What trades now is merger-arb carry into an expected H2-2026…
BCAX
Bicara Therapeutics Inc.
Bifunctional EGFR/TGF-β narrative in HPV-negative head & neck cancer stalled after the ASCO 2026 three-year-OS re-rate: $27.76 close is ~10% off the $30.99 high on roughly half prior turnover, consensus PT ~$31.46 sits only 13% above spot,…
BIOA
freshBioAge Labs, Inc.
Statin-for-inflammation leg broke on someone else's Phase 3: Novo's ZEUS missed MACE at HR 0.99 on 2026-07-31 despite lowering hsCRP, and BIOA fell 59.6% intraday. QUELL-CV's primary endpoint is hsCRP — the exact surrogate ZEUS just…
BOLD
freshBoundless Bio, Inc.
Still a merger-arb wrapper rather than an oncology stock: the object is a planned $44–48M pre-close cash dividend plus a 3.69% stub in the AATD base-editing NewCo. The 2026-08-07 10-Q re-documented it ($72.6M cash, 75% RIF), but price has…
CADL
Candel Therapeutics, Inc.
CAN-2409 lung program promoted to pivotal on the 2026-06-30 AURORA Phase 3 launch, and sell-side keeps stacking (Stifel Buy $22 on 7/13, avg PT ~$20 vs high-single-digit spot) — but the June breakout to $11.36 round-tripped to ~$9.50 and…
CORT
freshCorcept Therapeutics Incorporated
Lifyorli oncology launch (approved 2026-03-25, NCCN preferred) re-accelerated the tape to fresh 52-week highs near $92, and the 2026-06-17 Cushing's relacorilant resubmission (~Dec PDUFA) adds second-approval optionality. But a fresh entry…
CRVS
freshCorvus Pharmaceuticals, Inc.
The 2026-08-06 Q2 update pushed the registrational PTCL interim from late 2026 to a Q1 2027 futility analysis that publishes no efficacy data, and set AD Phase 2 topline at Q3 2027 — the binary clock this name traded on is now empty until…
ELVN
freshEnliven Therapeutics, Inc.
June 11 was the last new clinical datapoint; what carried price to $60.46 on 2026-08-07 was the 8/5 Q2 print ($895.2M cash, runway into 2030, Fast Track) plus a same-week target cluster (Stifel $82, GS $80, Guggenheim cut to $78). Funded…
ERAS
freshErasca, Inc.
Post-crash story reset: 2026-07-13 updated ERAS-0015 Phase 1 data (57% uORR at 32 mg in 2L+ KRAS G12X pancreatic, n=7) plus 2027 pivotal plans, immediately monetised via a 31,428,572-share offering at $17.50 on 2026-07-14. Funded, but the…
GERN
Geron Corporation
Post-launch broken-momentum hematology name: RYTELO 2L lower-risk MDS ramp is real but decelerating ($51.8M Q1 net rev, +31% YoY) while price holds near its $1.04 52-week low, below every major MA. The only live re-rate is the…
GLUE
Monte Rosa Therapeutics, Inc.
ZEUS (ziltivekimab, MACE HR 0.99) failed on 2026-07-31 and took GLUE −27.16% to $16.52, its worst session on record, because the hsCRP-to-outcomes link under MRT-8102's ASCVD story is exactly what ZEUS could not demonstrate. Platform,…
IMRX
Immuneering Corporation
Busted-catalyst pancreatic biotech: atebimetinib's 17.3-mo single-arm 1L OS is real, but the Phase 3 binary is mid-2028 and the tape keeps fading post-ASCO ($5.11→$4.32 in two weeks) even as targets climb to $18–$30. Cheap…
INBX
freshInhibrx Biosciences, Inc.
Dilution overhang answered with debt: the 2026-07-16 Oxford amendment lifted the facility to $500.0M and funded $100.0M immediately, leaving the ~14.67M share count intact but the balance sheet levered into a nine-month wait for the…
JBIO
Jade Biosciences, Inc.
Both binaries this stock coiled around have fired and are spent: JADE101's clean Phase 1 (2026-06-01, ~70% IgA reduction, q12w dosing) and Vera's TRUTAKNA accelerated approval (2026-07-07), which validated the APRIL/BAFF mechanism but put…
KURA
Kura Oncology, Inc.
The binary already fired: KOMZIFTI's 2025-11-13 approval and ~40% R/R NPM1 share are priced, and the $24–28 targets need a frontline Phase 3 that doesn't read until 2028. The tape is drifting — $10.39, lower third of the H1 range. A…
LEGN
Legend Biotech Corporation
In-vivo CAR-T re-rate has matured into digestion: EHA (6/13) confirmed LB2501's 100% ORR and clean durability, but the 6/17 $226M raise at $29.35 capped the leg and JPM's 7/13 Neutral $35 reinstatement caps the Street. No fresh catalyst…
NUVL
Nuvalent, Inc.
GSK's $124/share all-cash acquisition has closed: the tender expired 2026-07-14 with ~91.3% of shares tendered and accepted for payment, satisfying the minimum condition and triggering a Section 251(h) merger, Nasdaq delisting and SEC…
NVCR
NovoCure Limited
TRIDENT's OS miss (2026-06-18) killed the re-rating leg the 2026 markup was built on; JPM's 2026-07-13 reinstatement at Neutral/$17 confirms sell-side capitulating toward the ~$15-16 tape. A +12% YoY, loss-making single-asset device name…
ORIC
Oric Pharmaceuticals, Inc.
mCRPC PRC2 story de-risked as rinzimetostat enters registrational Phase 3 (Himalayas-1, 2026-07-14) with Bayer supplying NUBEQA and a J&J-backed enozertinib lung program behind it. But pivotal data is 2028+, so the only near-term mover is…
RLMD
Relmada Therapeutics, Inc.
The oncology-pivot re-rate (0.55 to 8.00 in twelve months) has stalled: RLMD lost 10.5% on 2026-07-16 and another 4.0% on 2026-07-17 to $5.24, unwinding the Russell-inclusion bid with no dated NDV-01 catalyst before end-2026. Story intact,…
RZLT
Rezolute, Inc.
Post-interim re-rating has fully decayed: $4.61 on 2026-07-17 vs the $5.14 late-June high, with no dated event between here and the upLIFT full topline in 2H-2026. A binary rare-disease name in its dead zone — the 6/8 responder signal is…
SLS
SELLAS Life Sciences Group, Inc.
A record short squeeze (~32% of float) and buyout speculation, now joined by sell-side PT hikes (Alliance Global $10→$25, Jul 17), have carried SLS to a $16 test and back to ~$13; the defining Phase 3 REGAL overall-survival readout stays…
STRO
Sutro Biopharma, Inc.
Single-asset binary now inside its own catalyst window: the STRO-004 (DAR8 Tissue Factor exatecan ADC) Phase 1 readout was guided "mid-2026" and that window is expiring undated. Price has gone flat at ~$29.7 for four weeks after the June…
VIR
Vir Biotechnology, Inc.
June's volume-backed reclaim to $10.03 failed to extend — $9.43 on Jul 17, -5.3% on the week, with short interest rising to 11.72% of float as shorts pressed the fade. Structure holds above the 50-DMA near $8.71, but nothing hard is dated…
VOR
freshVor Biopharma Inc.
Legacy-pivot re-rating resumed: price cleared the post-pivot high-teens shelf to close $23.67 on 2026-08-07 (+39.7% 3m, RSI 79.3) with no company headline since the 2026-06-08 dual China approvals. Story is known and still working, but the…
ZURA
Zura Bio Limited
Both Phase 2 trials (TibuSHIELD/HS, TibuSURE/SSc) are now fully enrolled and fresh William Blair + Chardan bull notes landed in early July, but the enrollment-momentum leg has stalled — 2026-07-17 volume ran ~82% below average and price is…