Filtered library · Theme
Precision biotech & therapeutics theme · 124 dossiers
Dossiers in the Precision biotech & therapeutics theme cluster — 124 names moving on shared catalysts.
Theme runProduced by the theme run on 20 September 2026, saturated.
All 124 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers APGE Apogee Therapeutics, Inc. fresh SUPREME Apogee Therapeutics’ $135.11-per-share cash-acquisition thesis resolved with AbbVie’s completion on 2026-09-03. The 2026-09-14 Form 15 advances administrative closure, leaving no unresolved APGE acquisition catalyst. ATAI AtaiBeckley Inc. fresh SUPREME AtaiBeckley's Lilly acquisition thesis resolved with completion on 2026-09-11, ending the pending-merger case. Remaining contingent payments depend on disclosed clinical and regulatory milestones; Nasdaq suspended ATAI effective 2026-09-14. RVMD Revolution Medicines, Inc. fresh HIGH 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… ABCL AbCellera Biologics Inc. fresh MEDIUM AbCellera's monthly hot-flash antibody thesis requires the 2026-10-01 presentation to preserve the Phase 2 efficacy case and a subsequent weekly close above $12.73; a weekly close below $9.75 invalidates it. ABSI Absci Corporation fresh MEDIUM Absci Corporation’s valuation rests on ABS-201 delivering human hair-growth efficacy in the guided second half of 2026. Separation from placebo would validate the case; a weekly close below $7.50, absent efficacy or a missed readout window… AQST Aquestive Therapeutics, Inc. MEDIUM Aquestive Therapeutics' recovery thesis rests on an Anaphylm resubmission by 2026-09-30, following its August usability results. A filing announcement before a weekly close below $4.47 would satisfy the near-term case; missing the deadline… CMPS COMPASS Pathways Plc MEDIUM Compass Pathways’ September 9 COMP360 durability update renews the regulatory revaluation case ahead of its company-guided Q4 2026 submission. A weekly close above the September 11 series’ $15.17 52-week high would confirm the price… CRDL Cardiol Therapeutics Inc. Class A MEDIUM Cardiol Therapeutics’ enrollment-led re-rating requires MAVERIC completion by 2026-09-30 and a weekly close above $2.29 before a weekly close below $1.75. The 2026-09-10 preliminary shelf introduces financing capacity, but the announcement… CYRX CryoPort, Inc. MEDIUM Q2 (2026-08-06) split the read: revenue $49.0M beat $48.21M and FY26 guide affirmed at $192–196M with adjusted EBITDA crossing to +$0.4M, but commercial CGT growth halved to +9% YoY from +26%. The narrative leg is now the profitability… ETON Eton Pharmaceuticals, Inc. MEDIUM Eton Pharmaceuticals’ re-rating rests on repeatable rare-disease product revenue. Confirmation requires third-quarter product sales to match or exceed the $37.568 million reported on 2026-08-13 and annual revenue guidance above $145… EWTX Edgewise Therapeutics, Inc. MEDIUM Edgewise Therapeutics’ cardiovascular re-rating rests on EDG-7500 entering Phase 3 in Q4 2026 and price expanding above its reference high. Initiation by 2026-12-31 and a weekly close above $48.35 would confirm the case; a weekly close… GHRS GH Research PLC MEDIUM Eli Lilly's up-to-$3.8B AtaiBeckley buy (2026-07-16) put a large-cap price on 5-MeO-DMT for depression; GHRS is now the last independent pure-play, with best-in-class inhaled GH001 Phase 2b data, that the sector is repricing as the next… HALO Halozyme Therapeutics, Inc. MEDIUM Halozyme's royalty-led earnings re-rating rests on the 2026-08-06 guidance increase. A weekly close above the $110.76 high identified on September 11 would confirm another price leg before a weekly close below $98 invalidates it; Argus's… LIFE Ethos Technologies Inc. fresh MEDIUM Ethos Technologies’ guidance-durability re-rating depends on meeting its third-quarter outlook despite the TruStage disruption. Revenue of at least $160 million and preservation of the $727–731 million full-year outlook would substantiate… MANE Veradermics, Incorporated MEDIUM Veradermics’ oral minoxidil story depends on Study ‘304’ replicating the reported hair-growth benefit by year-end 2026. Failed replication, a weekly close below $85, or the reporting window expiring without results would invalidate the… MGTX MeiraGTx Holdings plc fresh MEDIUM The $400M Oberland royalty deal (2026-07-07) took dilution and runway risk off the table and spiked MGTX to a new 52-week high of $15.35 before a fade to ~$12.44 — a non-dilutive re-rate of a three-program AAV gene-therapy pipeline, but… NVCT Nuvectis Pharma, Inc. MEDIUM Nuvectis Pharma’s expanded-pipeline valuation depends on US development of its Haisco compounds. The case requires announced IND submissions for both assets and a weekly close above the $28.53 trailing high by 2026-12-31, before a weekly… OMER Omeros Corporation MEDIUM Omeros Corporation’s YARTEMLEA launch supports a further re-rating if Q3 2026 net sales exceed Q2’s $28.5 million before a weekly close below $16.00. The 2026-10-01 hospital reimbursement change adds a later adoption test; it cannot… SGMT Sagimet Biosciences Inc. Series A MEDIUM Sagimet Biosciences’ funded acne-trial launch underpins a continuation case, confirmed by October 2026 screening and a weekly close above $11.06. A weekly close below $8.50 or a disclosed screening delay beyond October would invalidate it. SRPT Sarepta Therapeutics, Inc. MEDIUM Sarepta Therapeutics’ recovery thesis prices commercial funding of its RNA pipeline, with follow-up clinical data guided for the second half of 2026. The market re-rating case completes at a weekly close above the supplied $24.45 reference… TVTX Travere Therapeutics, Inc. fresh MEDIUM Travere Therapeutics’ FILSPARI expansion needs another quarter of sales and patient-start growth to confirm its commercial narrative. A weekly close above $67.52 completes the price case; a weekly close below $58 invalidates it. AMLX Amylyx Pharmaceuticals, Inc. fresh LOW Amylyx Pharmaceuticals’ avexitide story now depends on a year-end 2026 NDA submission and recovery above the $35.50 offering price. An announced submission and a weekly close above that level complete the case; a weekly close below $30… ASMB Assembly Biosciences, Inc. LOW Assembly Biosciences confirmed its Gilead profit-share option on 2026-09-08, but its momentum thesis failed at the September 11 close below $30. The remaining development case requires GS-1179 to enter Phase 2 by year-end 2026; a disclosed… BMEA Biomea Fusion, Inc. fresh LOW Biomea Fusion’s icovamenib thesis depends on lasting glucose control after limited treatment. COVALENT-211 must meet its placebo-controlled primary endpoint in the company-guided Q1 2027 window before a weekly close below $1.60 invalidates… CLYM Climb Bio, Inc. fresh LOW Climb Bio's re-rating depends on Q4 2026 budoprutug patient data establishing clinical benefit. Recovery of the $17.84 adjusted annual high would confirm the price leg; a weekly close below $13.30 or a delay beyond the guided clinical… FDMT 4D Molecular Therapeutics, Inc. LOW 4D Molecular Therapeutics’ durability thesis needs timely Q3 clinical execution to restore the advance; a weekly close above the August 21 reference of $15.83 would complete the recovery case before a weekly close below $12.50 invalidates… OABI OmniAb, Inc. LOW OmniAb’s milestone re-rating depends on repeat partner payments lifting full-year revenue guidance above $36 million at the next results. A weekly close below $3.82 ends the price thesis; the October 6 Investor and Analyst Day provides an… SDGR Schrodinger, Inc. fresh LOW Agentic-AI software leg: the 2026-08-05 Bristol Myers Squibb agreement to deploy Bunsen at scale landed with a double beat (Q2 revenue $58.889M vs $47.228M consensus) and a raised drug-discovery guide of $65–75M. ACV grew 27% while… KYMR Kymera Therapeutics, Inc. fresh LOW 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. fresh LOW 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,… CNTA Centessa Pharmaceuticals plc fresh SUPREME Centessa Pharmaceuticals’ acquisition closed on 2026-06-24; the remaining story is approval-linked contingent value. Qualifying regulatory approvals settle that question, while the final CNTA close on 2026-06-23 supplies no live price test. FBRX Forte Biosciences, Inc. fresh SUPREME Forte Biosciences’ $77-per-share cash-acquisition thesis was resolved by the 2026-08-27 merger completion. Official restoration of the former common equity would reopen the case; Nasdaq records 2026-08-26 as its last trading date. NUVL Nuvalent, Inc. fresh SUPREME Nuvalent’s independent equity story ended with GSK’s $124-per-share acquisition on 2026-07-15. The 2026-09-14 zidesamtinib update advances GSK’s clinical portfolio; only an official restoration of the former listed equity would reopen the… ABT Abbott Laboratories fresh MEDIUM Two named overhangs cleared in August and the tape handed the gain back: $112.47 on 2026-08-28 to $108.33 on 2026-09-04, RSI(14) 61.7 to 44.9, with the $103 post-Q2 gap shelf now 4.9% below. The narrative is saturated — retail-facing… ABVX Abivax SA fresh MEDIUM Abivax's recovery case requires a late-2026 obefazimod US filing and a weekly close above the July offering price of $125 by 2026-12-31, before a weekly close below $96 invalidates it. The 2026-09-21 results provide the next scheduled test… APPS Digital Turbine, Inc. MEDIUM Digital Turbine’s mobile-advertising recovery supports a renewed re-rating case after the September price rebound. A weekly close above the $14.39 reference high would complete the price case; a weekly close below $9.50 or a cut to fiscal… BMY Bristol-Myers Squibb Co. fresh MEDIUM Post-guidance-reset re-rate printed a new 52-week high of $68.09 before the 2026-09-04 close of $66.82, but the first negative company headline of the leg — the zola-cel autoimmune CAR-T enrollment pause confirmed 2026-08-31 — arrived with… BOLD Boundless Bio, Inc. fresh MEDIUM Boundless Bio’s merger thesis pairs a planned $44–48 million cash distribution with a minority Serapha interest. Completion by 2026-12-31 with that distribution intact would confirm the case; a weekly close below $2.40 would invalidate its… CERT Certara, Inc. MEDIUM The self-help leg is intact and quiet: FY26 guidance was reaffirmed at the 2026-08-04 Q2 print ($367–382M revenue, $0.31–0.36 adj EPS), the ~$13M cost takeout first shows up in Q3 numbers, and the shares have held four closes between $8.13… CGEM Cullinan Therapeutics, Inc. fresh MEDIUM 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… DYN Dyne Therapeutics, Inc. MEDIUM Nothing company-dated until the ~late-October Q3 print, leaving a maturing narrative to trade on small-cap biotech flow ahead of the 2027-01-21 PDUFA. GERN Geron Corporation fresh MEDIUM The leg is a self-funding commercial ramp, not the myelofibrosis binary: Q2 RYTELO revenue $57.5M (+11% QoQ), quarterly cash draw down to ~$14M on $326.9M, FY guide $220–240M reiterated at the mid-to-high end. The 2026-09-02 release added… GH Guardant Health, Inc. fresh MEDIUM Guardant Health’s renewed advance prices broader Shield coverage becoming screening revenue. The next quarterly screening result must exceed Q2’s $52.9 million, reported on 2026-07-30; a weekly close below the 2026-09-04 reference close of… IDYA IDEAYA Biosciences, Inc. fresh MEDIUM IDEAYA Biosciences' darovasertib filing and expansion trials underpin a recovery thesis. Confirmation requires a weekly close above the $42.48 reference high and NDA completion by 2026-12-31 before a weekly close below $34; the October… IRWD Ironwood Pharmaceuticals, Inc. fresh MEDIUM Ironwood Pharmaceuticals’ LINZESS cash generation supports a recovery toward the market’s $5.39 high, tested by annual guidance and year-end debt reduction. A weekly close above $5.39 completes the price case; a weekly close below $3.80… IVA Inventiva S.A. fresh MEDIUM The 30-day news blackout broke: the 2026-09-02 last-patient-last-visit release in NATiV3 (1,419 patients) reaffirmed Q4 2026 topline and closed the trial-conduct timing gate, leaving database lock and unblinding as the only steps before… KNSA Kiniksa Pharmaceuticals International, plc MEDIUM Kiniksa Pharmaceuticals’ commercial re-rating depends on another ARCALYST revenue-guidance increase at the next quarterly report. The case fails if that report leaves the 2026-07-28 range of $980–995 million unchanged or lower, or a weekly… LGND Ligand Pharmaceuticals Incorporated fresh MEDIUM Ligand Pharmaceuticals’ royalty growth and XOMA integration support an earnings-compounding case. A weekly close above $322.61 before a close below $262, accompanied by a December 8 outlook preserving the projected 2027 XOMA contribution,… MBX MBX Biosciences, Inc. fresh MEDIUM MBX Biosciences' funded once-weekly hormone-replacement program anchors the valuation story, with Q4 2026 obesity data the next clinical test. The price case requires a weekly close above the $70.70 reference high before a weekly close… MIRM Mirum Pharmaceuticals, Inc. fresh MEDIUM Rare-disease franchise ran to a $125 ATH on FOP data, then cooled ~9% into a confirmed 2026-07-30 Q2 print. Base compounds (Q1 sales +43% YoY, FY guide $660–680M) with FOP PDUFA 2026-09-26 and HDV Phase 3 topline 2H26 stacked ahead — but… NKTR Nektar Therapeutics fresh MEDIUM M&A read-through re-accelerating: AbbVie's $10.9B Apogee buyout (June 22, 2026) reframed NKTR as the next takeout-able Treg-IL-2 atopic-dermatitis asset, driving a ~25% run off the June low to ~$70. It's sympathy optionality, not fresh… ONC BeOne Medicines Ltd. fresh MEDIUM BeOne Medicines’ BRUKINSA growth supports a renewed-high thesis, but September price action has not confirmed it. A weekly close above the supplied $377.47 high would establish the price outcome; a weekly close below $326 would invalidate… PGEN Precigen, Inc. fresh MEDIUM PAPZIMEOS launch-ramp durability is the binary — the first FDA-approved RRP therapy printed $21.6M net product revenue in Q1 2026, and the now-confirmed Aug 4 Q2 print (announced Jul 21) grades whether the ramp compounds sequentially or… PTGX Protagonist Therapeutics, Inc. fresh MEDIUM De-risked dual-royalty story accelerating into a binary: icotrokinra (oral IL-23, J&J) already approved and paying 6–10% royalties; rusfertide (PV, Takeda) into a Q3 2026 PDUFA. Stock at a fresh ATH ($143.29, Jul 20) as the PV theme runs —… PVLA Palvella Therapeutics, Inc. fresh MEDIUM Palvella Therapeutics’ QTORIN filing puts an accelerated FDA review in focus. Acceptance with Priority Review and a weekly close above $157.77 would complete the case before a weekly close below $137 invalidates it; the filing… RAPP Rapport Therapeutics, Inc. fresh MEDIUM RAPP broke to all-time highs at $42.62 (2026-07-17, +6.2%) on zero company news — the move is pure sell-side re-rating (BTIG reiterated Buy/$65 on 7/16, consensus PT $56.64, 12 desks Strong Buy) with Phase 3 FOCUS now enrolling globally.… SEPN Septerna, Inc. fresh MEDIUM Septerna’s funded oral-drug platform underpins a recovery thesis after the September 18 shelf reclaim. A weekly close above the $48.19 market high before a weekly close below $33 would confirm the price case; clinical validation still… SNDX Syndax Pharmaceuticals, Inc. MEDIUM 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… TRVI Trevi Therapeutics, Inc. fresh MEDIUM Second breakout leg confirmed: TRVI cleared the June $18.17 all-time high and printed $20.22 on a +9.85% July 17 session (8.3M shares, $19.07 close), lifting the tape ~+45% in six weeks on Phase 3 launch mechanics and institutional… ZYME Zymeworks Inc. fresh MEDIUM Zymeworks’ Ziihera approval supports royalty growth; Q3 2026 royalties must exceed Q2’s $1.8 million to confirm the next commercial step. A weekly close below $25 invalidates the market case before that confirmation. ABEO Abeona Therapeutics Inc. LOW The post-print drift has continued without repair: the 2026-08-28 close of $5.92 sits two cents above the $5.90 shelf the prior note named as the break, with RSI(14) at 21.8 and no Abeona press release at all between 2026-08-13 and… AKBA Akebia Therapeutics, Inc. fresh LOW VOICE outcomes win (USRC trial stopped early, June 2026) de-risked Vafseo's dialysis-anemia case, but the tape bled to ~$1.22, only ~48% above the $0.82 low and still fading; the late-July/early-August Q2 print is the binary —… AKTS Aktis Oncology, Inc. LOW Aktis Oncology's radiopharmaceutical story needs September conference attention to restore the August breakout. A weekly close above the 2026-08-28 close of $25.78 would confirm recovery, while a weekly close below $22 would invalidate the… ALKS Alkermes plc LOW Alkermes plc's orexin sleep-drug expansion needs supportive clinical data and a weekly close above $49.17 to confirm recovery. A weekly close below $44 invalidates that case as the estimated 2026-09-30 ALKS 7290 window approaches. ALMS Alumis Inc. fresh LOW The lupus leg is gone: LUMUS missed BICLA at Week 48 and every secondary in the overall 408-patient population on 2026-09-01, and the stock closed 2026-09-04 at $11.10 with RSI(14) at 18.2, 63.4% below the $30.30 high. What is left is a… AMRX Amneal Pharmaceuticals, Inc. LOW Amneal Pharmaceuticals’ specialty-and-biosimilar revaluation needs price confirmation alongside intact annual guidance. The case resolves with a weekly close above the $19.10 reference high before a weekly close below $16.50; Leerink’s… ANRO Alto Neuroscience Inc. fresh LOW Alto Neuroscience’s funded depression-trial program supports a recovery case, but September price weakness lowers conviction. A weekly close above $36.64 would establish recovery before a weekly close below $28 invalidates it; PACE-2 must… ARCT Arcturus Therapeutics Holdings Inc. LOW Arcturus Therapeutics’ regained vaccine rights underpin a revaluation thesis that requires ARCT-810 data and a stated regulatory development path by 2026-09-30. Missing that disclosure boundary or a weekly close below $12 invalidates the… AVLN Avalyn Pharma Inc. fresh LOW Avalyn Pharma’s inhaled-antifibrotic re-rating depends on recovering the September 4 market close of $37.39 before a weekly close below $30. The September 8 modeling release left clinical efficacy unresolved ahead of MIST results guided to… AVTX Avalo Therapeutics, Inc. fresh LOW Avalo Therapeutics' abdakibart recovery case rests on funded Phase 3 development; fuller LOTUS data and a weekly close above the September 4 reference of $19.23 would confirm it. A weekly close below $16 invalidates the case. AVXL Anavex Life Sciences Corp. LOW Anavex Life Sciences’ governance rerating thesis failed its price test: the 2026-09-11 close of $2.62 breached the published $2.75 weekly threshold. The 2026-09-24 board vote still settles control, but it cannot reverse that recorded… BHC Bausch Health Companies Inc LOW The post-print round trip is complete: the 2026-07-29 beat-and-raise (adj EPS $1.26 vs $1.04 consensus) carried BHC to a $7.90 high and the 2026-08-28 close of $6.32 handed all of it back. What is left is roughly $2.4B of equity on… BHVN Biohaven Ltd. LOW Biohaven's recovery case rests on SK licence funding and removal of the opakalim enrollment hold. Completion of both and a weekly close above $14 would establish recovery; a daily close below $12.71 invalidates it, while the earlier… BIOA BioAge Labs, Inc. LOW BioAge Labs' recovery hypothesis links September 8 clinical progress to a weekly reclaim of $9.00 before a weekly close below $8.49. The prior shelf thesis failed on September 11; QUELL-CV results remain the next test of biomarker efficacy. CABA Cabaletta Bio, Inc. fresh LOW Autoimmune CD19 CAR-T reset story, now funded — $225.1M cash at 2026-06-30, runway into mid-2027 — but registrational RESET-Myositis data are guided to mid-2027 and the BLA to 2H27, so no clinical datapoint resolves inside 30 days.… CERS Cerus Corporation fresh LOW Two lower weekly closes now sit under the broken $2.70 shelf — $2.65 on 2026-08-28, then $2.59 on 2026-09-04 — with RSI(14) at 24.3 and an empty news tape behind the decline. The operating record is unchanged (FY26 product guide $229–231M,… CLPT ClearPoint Neuro, Inc. fresh LOW Picks-and-shovels delivery play on CNS gene therapy: ClearPoint's SmartFlow cannula and MRI navigation are the standard route to the brain for uniQure's AMT-130 Huntington's BLA (soft Q3-2026 window). The June re-rate held near $18.72… CORT Corcept Therapeutics Incorporated LOW 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… CPIX Cumberland Pharmaceuticals Inc. LOW Cumberland Pharmaceuticals’ post-Apotex recovery depends on ifetroban results restoring clinical credibility. The case requires disclosed endpoint results followed by a weekly close above the September 11 high of $8.97 before a weekly… CRL Charles River Laboratories International, Inc. fresh LOW Charles River Laboratories’ demand-recovery continuation thesis was invalidated by the 2026-09-18 weekly close of $278.06 below $280. The 2026-09-24 Investor Day tests the operating framework but cannot undo that breach. CRVS Corvus Pharmaceuticals, Inc. LOW Corvus Pharmaceuticals’ soquelitinib recovery case requires a weekly close above the August 28 close of $14.16 before a weekly close below $12.50. Angel’s eczema results, guided on August 6 to late 2026, remain the next clinical test;… DFTX Definium Therapeutics, Inc. LOW Definium Therapeutics’ recovery thesis turns on September’s Panorama anxiety trial confirming DT120 efficacy and restoring the pre-readout price structure. Success requires a positive primary endpoint and a weekly close above $46.14 before… DSGN Design Therapeutics, Inc. fresh LOW Design Therapeutics’ frataxin-biomarker thesis depends on its Q4 2026 update establishing a regulatory path for DT-216P2. Supportive FDA feedback and a defined registrational design would substantiate the case; a weekly close below $13.50… DTIL Precision BioSciences, Inc. LOW Precision BioSciences’ hepatitis B gene-editing thesis needs replicated liver-biopsy results by year-end 2026. The case succeeds if additional patients show cccDNA reduction without treatment-limiting safety findings before a weekly close… EOLS Evolus, Inc. LOW Evolus’s margin-led re-rating failed its published $8.00 weekly price test at the $7.84 close on 2026-09-11. The business case remains subject to delivery of management’s 2026 revenue guidance of $330–337 million and adjusted gross margin… GLUE Monte Rosa Therapeutics, Inc. fresh LOW 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,… GTN Gray Media, Inc. LOW Gray Media's political-advertising and consolidation story needs Q3 guidance delivery and a weekly recovery above $5.00. A weekly close below $4.50 invalidates the remaining repricing thesis; Q3 revenue below management's $935 million… HELP Cybin Inc. fresh LOW Post-dilution CNS microcap re-firing with the psychedelic cohort (ATAI, CMPS all moving 2026-07-16) after a June social-velocity blowoff and a 10.3M-share secondary at $4.85. Both covering shops cut targets in July while holding Buy. No… HIMS Hims & Hers Health, Inc. LOW GLP-1 reaccel gets marked to market on 2026-08-10: guide $680-700M (+25-28%) vs Q1's +4%, street at $698.9M. Since the last note the FTC/CA/UT sued (2026-07-29, N.D. Cal.), BofA cut $37 to $30, and Amazon ($50/mo Medicare GLP-1,… HROW Harrow, Inc. fresh LOW Show-me on an H2 ramp with nothing company-dated to resolve it before the ~November Q3 print: the reaffirmed $350–365M FY2026 guide needs the back half to roughly double H1's $114.9M against $292.4M loans payable net, and sell-side FY… IKT Inhibikase Therapeutics, Inc. fresh LOW Inhibikase Therapeutics’ Phase 3 execution could restore its pulmonary arterial hypertension re-rating. A weekly close above the September 18, 2026 reference high of $2.52 would establish the price case; a weekly close below the July… JBIO Jade Biosciences, Inc. fresh LOW Jade Biosciences' JADE101 dosing story supports a conditional recovery case, but patient efficacy remains unresolved. A weekly close above the lost July $21 shelf would establish price repair; a weekly close below the June offering… KOD Kodiak Sciences Inc fresh LOW Kodiak Sciences' repricing case rests on September DAYBREAK success and a weekly recovery above the former $36 shelf. Both investigational arms must meet their primary endpoints, while a weekly close below $32 invalidates the setup. LBRX LB Pharmaceuticals Inc LOW LB Pharmaceuticals’ funded schizophrenia trial supports a recovery thesis, tested by a weekly close above $49.48 before a weekly close below $42.80. NOVA-2 results guided for the first half of 2027 settle the separate clinical question. LEGN Legend Biotech Corporation fresh LOW 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… LQDA Liquidia Corporation fresh LOW Liquidia Corporation’s recovery case rests on YUTREPIA sales growth and a reclaim of the published $70 shelf. A weekly close above $70 plus next-quarter product sales above Q2 2026’s $170.4 million would confirm the case; a weekly close… MAZE Maze Therapeutics, Inc. fresh LOW APOL1 kidney proof-of-concept intact and funded into 2029, but the only news since the last note was a conference calendar: the 2026-09-02 release scheduled fireside chats on Sept 9, 10 and 15 and repeated the late-2026/early-2027 HORIZON… MEDP Medpace Holdings, Inc. fresh LOW Bookings-inflection leg (Q2 awards $795.7M, +28.2% YoY, 1.13x book-to-bill, FY26 guide raised 2026-07-22) unchanged on fundamentals, but the tape has given back part of the August recovery — $600.65 on 08-28 to $591.29 on 09-04 — while the… MNKD MannKind Corporation fresh LOW MannKind Corporation's Furoscix expansion tests its pivot beyond inhaled insulin. Q3 2026 Furoscix sales above Q2 2026's $22.2 million, with Tyvaso DPI royalties at least $32.4 million, would confirm the commercial leg before a weekly… MRVI Maravai LifeSciences Holdings, Inc. fresh LOW Maravai LifeSciences’ Moderna-linked supplier thesis failed its published $7.24 weekly-close test on 2026-09-18 at $6.97. Company-reported vaccine orders and a recovery above that threshold are needed to establish a new case. NEO NeoGenomics, Inc. fresh LOW Oncology-dx turnaround accelerating — NGS +26%, PTEN IHC CDx (first FDA IHC companion dx in prostate, paired to AZ's TRUQAP) launched Jul 9, and TD Cowen $14→$19 / BofA $11→$16 on Jul 13 lifted consensus to ~$15.67, back above spot. But Q2… ODTX Odyssey Therapeutics, Inc. fresh LOW Odyssey Therapeutics' OD-001 re-rating depends on October expansion data sustaining its reported ulcerative-colitis efficacy. Confirmation requires comparable results retaining 27% remission and 61% response at UEG Week on October 17–20,… PRLD Prelude Therapeutics Incorporated fresh LOW Prelude Therapeutics remains an Incyte option-exercise story: the $100 million fee would resolve the case positively if exercise precedes a weekly close below $4.75. September trial clearance adds pipeline progress, but the… QURE uniQure N.V. fresh LOW FDA's 2026-06-17 reversal put AMT-130 on an accelerated-approval path with a Q3 2026 BLA — the narrative is genuinely repaired, but the move is spent: $40.25 (7/17) sits below the $45.50 June offering price with the CEO selling into it on… RARE Ultragenyx Pharmaceutical Inc. fresh LOW The +50% June reset rally round-tripped from ~$33.46 to $28.62 (2026-07-21), parking price back on the breakout shelf ahead of two binary FDA decisions: DTX401 (GSD Ia) PDUFA Aug 23 and UX111 (Sanfilippo A) PDUFA Sep 19. The July 30 Q2… SLN Silence Therapeutics Plc LOW Silence Therapeutics’ post-readout continuation thesis was invalidated by the 2026-09-11 weekly close of $13.02 below $13.50. Divesiran’s August clinical result remains relevant, but a renewed case requires price recovery and a disclosed… SLS SELLAS Life Sciences Group, Inc. fresh LOW Borrowed sector re-rate has cooled: SLS closed $13.86 on 2026-09-04, 10.3% under the 2026-08-21 high of $15.46, RSI back to 54.1, while REGAL's last published count is still 78 of 80 from 2026-05-11 and BMF Capital's 2026-08-31 short… SPRB Spruce Biosciences, Inc. fresh LOW Spruce Biosciences’ Q4 2026 filing story depends on submitting its tralesinidase alfa application before a weekly close below $50. Management reiterated the window on 2026-09-15; submission by 2026-12-31 settles this filing case, while a… SPRY ARS Pharmaceuticals, Inc. LOW Single-product epinephrine name whose one catalyst — a July no-prior-auth formulary add for neffy — came and went unpaid; the stock has since broken its old $6.66 52-week low to fresh lows near $6. The neffy ramp is real but the access… STRO Sutro Biopharma, Inc. fresh LOW 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… STTK Shattuck Labs, Inc. fresh LOW Shattuck Labs' receptor-blocking antibody story has advanced to an open Crohn's trial, according to management on September 8. The near-term recovery case requires a weekly close above September 4's $6.79 reference close before a weekly… TENX Tenax Therapeutics, Inc. LOW Tenax Therapeutics’ recovery case depends on FDA acceptance of an enriched LEVEL-2 design after the failed trial’s subgroup signal. An agreed protocol would substantiate the case; a weekly close below $1.70 would invalidate its market… TGTX TG Therapeutics, Inc. LOW The catalyst leg is spent; what is left is whether the $46–48 shelf holds through a two-month news vacuum into year-end subcutaneous Phase 3 topline. TNXP Tonix Pharmaceuticals Holding Corp. fresh LOW Tonix Pharmaceuticals’ Tonmya launch thesis requires Q3 sales and prescriptions to exceed Q2’s approximately $11.0 million and 12,592 prescriptions before a weekly close below $10.50. The 2026-09-18 close of $10.87 leaves weak price… TSHA Taysha Gene Therapies, Inc. fresh LOW De-risking is behind the stock and the calendar in front of it is empty: after the clean 2026-06-22 data and the $6.00 June raise, no company-dated event lands before the ~November Q3 update, and the tape has drifted to a $5.60 close on… URGN UroGen Pharma Ltd. LOW UroGen Pharma’s ZUSDURI launch-growth thesis requires third-quarter revenue above the second quarter’s $50.4 million before a weekly close below $40 invalidates the structure. The confirmed 2026-09-15 conference adds management exposure,… VERU Veru Inc. fresh LOW The Novo squeeze is fully round-tripped and the funding answer arrived on 2026-07-02: a $21.8M at-the-market program via Oppenheimer/Canaccord. At $2.42 (07-15) that is ~9M shares against ~16M outstanding — the company will now sell stock… VIR Vir Biotechnology, Inc. fresh LOW Q2 (2026-08-05) printed $238.9M revenue and $0.47 diluted EPS on Astellas upfront recognition — an accounting swing, and the tape read it as one: $9.24 on 2026-08-14, still under the $10.36 Astellas equity strike, with Morgan Stanley and… VKTX Viking Therapeutics, Inc. LOW Viking Therapeutics' maintenance-dosing story needs September data showing retained weight loss with less frequent treatment and a weekly close above $34. The case fails on a weekly close below $30 or a missed September 30 readout window. WING Wingstop Inc. LOW Two analyst target cuts in ten days (Wells Fargo to $170, DA Davidson to $200) into the 2026-07-29 Q2 print signal de-risking ahead of the H2 comp-turn binary; a ~50% relief bounce off the $116.35 low is unproven, and the print — not… XENE Xenon Pharmaceuticals Inc. LOW Xenon Pharmaceuticals' recovery thesis requires an on-time azetukalner application and a weekly reclaim of the failed $62 shelf. Management guided submission to Q3 2026 on 2026-08-06; a weekly close below $55 or a disclosed filing delay… XTLB XTL Biopharmaceuticals Ltd. LOW XTL Biopharmaceuticals' psychedelic recovery case requires a disclosed Psyga trial start or binding ibogaine partnership and a weekly close above the June 30, 2026 financing reference of $2.70. A weekly close below $2.20 invalidates it;… ZURA Zura Bio Limited LOW Zura Bio’s pipeline-expansion story depends on positive Q4 2026 TibuSHIELD data before a weekly close below $4.90 breaks the setup. The September 11 close of $5.21 and RSI of 39.2 weaken the price evidence; clinical confirmation requires a… ZVRA Zevra Therapeutics, Inc. LOW The June patent re-rating fully reversed: EMA's CHMP issued a negative opinion on arimoclomol's EU application 2026-07-24 (efficacy not proven), and ZVRA gapped ~24% to the high-$9s, cutting through the $11.50 base. EU expansion is now…