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precision-biotech-therapeutics theme · 97 dossiers
Dossiers in the precision-biotech-therapeutics theme cluster — 97 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,…
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…
ADPT
freshAdaptive Biotechnologies Corporation
clonoSEQ MRD pure-play inflecting to self-funding growth (MRD rev +53% YoY, profitability turning); June 15 Immune Medicine separation adds a value-unlock leg. But the tape just broke to fresh 52-wk highs (~$22.92) above the $20–22…
ALKS
freshAlkermes plc
Class validation arrived without a bid: the FDA approved Takeda's ORZEYFUL (oveporexton) for NT1 on 2026-08-05, proving the OX2R mechanism commercially, yet ALKS closed 2026-08-07 at $49.17, 11.0% below its $55.22 high with RSI 39.3. Q2…
AMRX
Amneal Pharmaceuticals, Inc.
Generics-to-specialty re-rate keeps working — CREXONT EU approval, romidepsin exclusivity and the $1.1B Kashiv biosimilar build carried the stock to a fresh 52-week high at $18.39, and UBS's 2026-07-15 move to $23 finally opens sell-side…
AVTX
Avalo Therapeutics, Inc.
Post-LOTUS de-risked anti–IL-1β (abdakibart) story: funded into 2029, Russell-included, sell-side $35–38, but digesting ~21% off the $24.27 high — MATURING, not accelerating. The 2026-07-30 Q2 call (Phase 3 design/BD tone, this week) is a…
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…
CERT
freshCertara, Inc.
Second FY26 guidance cut (2026-08-04: revenue $367–382M, adj EPS $0.31–0.36) was fully absorbed — the stock closed $8.20 on 08-07, above its $8.18 pre-print close, filling the gap in three sessions. The leg being bought is self-help: ~5%…
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…
CMPS
freshCOMPASS Pathways Plc
Clinical binary already resolved (COMP006 positive 2026-07-07); the leg being bought now is regulatory — rolling NDA completion guided Q4 2026, H1 2027 launch, $433.3M cash into 2028. Q2 landed 2026-08-05 alongside a mixed shelf filing,…
CYRX
freshCryoPort, Inc.
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…
DYN
freshDyne Therapeutics, Inc.
Filing binary resolved: FDA accepted the z-rostudirsen exon-51 DMD BLA with Priority Review on 2026-07-20, PDUFA 2027-01-21 — Stock closed $26.25 on 2026-08-07 at its 52-week high with no dated catalyst for five months. MATURING: the…
ETON
freshEton Pharmaceuticals, Inc.
Rare-disease specialty-pharma rollup went from single-broker to a coverage cluster — Canaccord initiated Buy/$60 on 2026-07-17, Craig-Hallum raised to $62 on 2026-07-28 — alongside +50.4% over three months and two pipeline headlines in…
EVER
freshEverQuote, Inc.
The 2026-08-03 Q2 print resolved the plateau binary bullish: revenue $195.1M (+25% YoY) broke the three-quarter ~$190M band, adjusted EBITDA hit a record $30.1M, and Q3 was guided $198–208M above the $201.6M consensus. The leg is now…
FIGS
freshFIGS, Inc.
Growth re-acceleration narrative flipped live on the 2026-08-06 Q2 print: revenue +28.8% to $196.6M, FY2026 guide raised to $757.318M from $719.452M–$732.074M, buyback doubled to $200M. Unresolved is margin quality — 780bp of the 820bp…
FTRE
Fortrea Holdings Inc.
Q2 (2026-07-29) beat and lifted the FY26 floor — adj EPS $0.23 vs $0.18, revenue $678.2M vs $647.5M, EBITDA guide to $205–220M — and four target raises to $22–26 followed. But the whole earnings week was given back by 7/31 ($19.17 vs…
GHRS
freshGH Research PLC
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…
GTN
freshGray Media, Inc.
FCC's 2-1 repeal of the 39% national TV ownership cap (2026-08-05/06) plus a Q2 beat-and-raise (revenue $839M vs $794.133M est; Q3 guided $935–965M vs $896.417M est, 2026-08-07) re-rated a 5.73x-levered broadcaster inside one week. Midterm…
ICLR
freshICON plc
Restatement discount unwinding on a CRO whose bookings stopped deteriorating: the investigation closed 2026-05-27 with 2023/2024 revenue overstated only 0.8%/1.1%, then two straight beats (Q1 06-23, Q2 07-29) with FY26 affirmed both times.…
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…
KNSA
freshKiniksa Pharmaceuticals International, plc
Rare-disease commercial re-rating: ARCALYST Q2 revenue $243.6M (+~55% YoY) beat $225.5M consensus and FY26 guidance jumped to $980–995M from $930–945M on 2026-07-28, triggering a target ladder to $90–107. The leg is now momentum with no…
LQDA
Liquidia Corporation
YUTREPIA commercial ramp plus S&P SmallCap 600 inclusion and a SCOTUS-de-risked '327 overhang pushed LQDA to new highs near $80 — but the coiled asymmetry is spent: price now sits above the ~$69 consensus target with insiders selling into…
MEDP
Medpace Holdings, Inc.
Biotech-funding-recovery narrative re-accelerating through the CRO channel: Q2 (2026-07-22) new business awards +28.2% YoY to $795.7M, book-to-bill 1.13x, and FY26 revenue AND EPS guides both raised. The buyable leg is a bookings…
MGTX
MeiraGTx Holdings plc
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…
MIRM
Mirum Pharmaceuticals, Inc.
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
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…
PGNY
Progyny, Inc.
Fertility-benefits re-rate broke out rather than stalled: PGNY cleared the $28.75 shelf and printed a new 52-wk high $33.06, trading ~$31.9–32.5 after KeyBanc lifted its target to $35 on 7/13. Price now sits above the $30.73 consensus, so…
PTGX
Protagonist Therapeutics, Inc.
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.
First-approved-therapy-for-microcystic-lymphatic-malformations story is accelerating and de-risked — SELVA hit its endpoint, FDA granted rolling NDA review, first module filed June 29. But the real binary (NDA completion H2 2026, approval…
RAPP
Rapport Therapeutics, Inc.
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.…
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…
TRVI
Trevi Therapeutics, Inc.
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…
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…
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…
ABCL
AbCellera Biologics Inc.
Second-leg breakout failed: after tagging a 52-week high $8.44 in early July, ABCL round-tripped to $5.31 (2026-07-24, -6.35%), losing the $6.79 shelf and $6.20 retest line, back at the June ~$5.09 base. The momentum edge is gone; what's…
AKBA
Akebia Therapeutics, Inc.
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
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…
ANRO
Alto Neuroscience Inc.
Precision-psychiatry re-rate (~10x off $2.85) re-armed on 2026-07-13 — a successful FDA meeting cleared an additional ALTO-207 monotherapy Phase 3 in TRD, funded same-day by a $100M raise at $26.48. Narrative refreshed, but every data…
AVTR
freshAvantor, Inc.
Self-help turnaround at a leveraged lab-supply distributor is being repriced: the 2026-07-29 Q2 print put VWR Distribution & Services back to +1.7% organic from -4.8% in Q1, and FY2026 organic guidance was raised to -0.5%/+0.5%. Price…
BHVN
Biohaven Ltd.
De-rate reversal off the $7.48 Nov-CRL low has stalled near $14 after peaking ~$16 in early July; the opakalim epilepsy pivotal (RISE3) topline is unscheduled 2H-26, sell-side is turning cautious (BofA Underperform $11), and a dilution…
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…
BRBR
freshBellRing Brands, Inc.
The 2026-08-04 Q3 print resolved the binary against the margin case: adjusted EBITDA margin 13.7% vs the ~16% guide, and FY26 EBITDA cut to $275–295M from $315–335M even as the sales guide rose. Demand held, profitability did not. Price…
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…
CERS
Cerus Corporation
Analyst-confirmed profitability inflection (Q1'26 adj-EBITDA +$4.0M, +24% product rev) in a 25-year blood-safety grinder, but the 2.7x off the lows is largely spent and price sits near 52-week highs (~$3.00). The 2026-07-30 Q2 print is now…
CNTA
freshCentessa Pharmaceuticals plc
Terminal special situation, unchanged: Lilly's $38.00 cash plus up-to-$9.00 non-transferable CVR scheme became effective 2026-06-24, last Nasdaq print was 2026-06-23, and Form 15-12G is dated 2026-07-06. The only live development is…
CPIX
freshCumberland Pharmaceuticals Inc.
Deal-arb thesis is now spent: the $100M Apotex asset sale closed 2026-07-01 after a 99.84% shareholder vote on 2026-06-24, so the dated binary that drove the ~3.2x off $1.85 to a $7.36 high is consumed. What remains is a cash-rich clinical…
CRL
Charles River Laboratories International, Inc.
Elliott-driven turnaround at a beaten-down CRO: a ~$295M cost program plus 120–150bps margin expansion is re-rating the stock even with organic revenue still negative (-1.5% Q1), while Q1 proposals up high-single-digits YoY hint DSA…
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…
DVA
freshDaVita Inc.
Census-recovery re-rate broke at the 2026-08-04 Q2 print: EPS beat ($4.02 vs $3.88) but FY26 EPS was only affirmed at a $14.65 midpoint vs $14.82 consensus, with H2 revenue-per-treatment guided slightly negative. Price -23.7% from the…
DXCM
freshDexCom, Inc.
CGM leader's recovery has aged from catalyst-pop to an analyst-revision grind — Mizuho $90 (7/15), Truist $87 (7/16) into a ~7% two-day pop to $76.65 — but price is high-$70s still under the 200-EMA and the confirmed July 30 Q2 print is…
EMBC
freshEmbecta Corp.
Post-collapse deleveraging read: Q3 FY26 (2026-08-07) beat at $271.7M revenue and $0.56 adj EPS vs $0.27, and the FY26 adj EPS guide went to $1.80–$1.90 — three months after a 57.8% one-day break on 2026-05-05. The leg being bought is a…
ESPR
freshEsperion Therapeutics, Inc.
Resolved and off the tape: ARCHIMED closed its take-private of Esperion on 2026-07-13 at $3.16 cash plus a non-tradeable CVR of up to $100M aggregate, and the common stock ceased trading and delisted the same day. Last listed close was…
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,…
HIMS
freshHims & Hers Health, Inc.
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.
Commercial ophthalmology special situation trading on one number: whether the guided Q2 ramp ($71–81M vs $44.2M Q1) prints ~2026-08-11. A ~40% recovery off the May low into ASRS clinical data and a fresh BTIG $63 reiteration has front-run…
IHRT
freshiHeartMedia, Inc.
M&A leg is dead — no SiriusXM headline since the 2026-05-29 NYT "stalled" report and the April spike fully round-tripped ($6.33 high → $3.86 on 2026-08-07, -39%). What is left is a binary: Q2 print 2026-08-10 after the close is the first…
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…
IRWD
Ironwood Pharmaceuticals, Inc.
Special-situation biotech, not momentum: the 2026 Linzess pricing-restructure re-rate faded to the low-$3s, then bounced ~30% to a $4.65 close July 8 on M&A speculation with no confirmed bid, since fading to ~$4.21. The Aug 6 Q2 print is…
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…
KALV
KalVista Pharmaceuticals, Inc.
Closed takeout, not a security: Chiesi's $27.00/share all-cash acquisition of KalVista completed 2026-06-11, shares delisted from Nasdaq with deregistration (POS AM, Form 25, Form 15) underway. No spread, no momentum leg, no listed share…
KOD
Kodiak Sciences Inc
ABC-platform redemption arc: after the 2022 DAZZLE wet-AMD miss took KOD to $4.60, back-to-back positive Phase 3 diabetic-retinopathy readouts (GLOW1, GLOW2) re-rated it ~9x. The September 2026 DAYBREAK wet-AMD topline is the binary —…
KODK
Eastman Kodak Company
Pension-reversion fat pitch fired and is spent; the re-rate has fully unwound from the $14.87 May high to ~$7.78, losing the $9 June shelf and printing a $4.94 52-week low. A July 1 resale shelf of up to ~39.46M shares and a June 29 Sell…
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…
MAZE
Maze Therapeutics, Inc.
APOL1 kidney precision-medicine story with clinical proof-of-concept in hand (Mar-25 HORIZON: 35.6% proteinuria cut, 61.8% in FSGS), but the tape has rolled over — $27.68, down 26% YTD and ~48% off the 52-wk high, no hard binary until…
MRNA
freshModerna, Inc.
The Aug 5 PDUFA resolved as an approval — mFLUSIVA is the first mRNA flu vaccine — and the tape did not break out: $59.17 on 2026-08-07, 27.7% under the 52-week high. Moderna guided to no meaningful 2026-27 season revenue, so the flu leg…
MRVI
Maravai LifeSciences Holdings, Inc.
Post-COVID survivor re-rate has run its momentum leg and is now digesting a parabolic +31% push to a fresh 52-week high of $6.22 (June 26). Every driving catalyst is public, the move is idiosyncratic with no life-science-tools cluster…
MYGN
Myriad Genetics, Inc.
Legacy hereditary-cancer testing house executing a diagnostics pivot; shares +40% off the June $3.99 base as Prolaris+AI launched (May 26) and Precise MRD colorectal/renal was pulled forward to Q3. Structure has repaired but now…
NEO
NeoGenomics, Inc.
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…
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…
ODD
freshODDITY Tech Ltd.
Growth-compounder narrative is dead: Q1 first orders -50%, revenue -26%, and the $9.25→~$17.88 summer bounce has bled back to $14.12. The Q2 print slipped from mid-August to 2026-09-09, leaving a month with no dated catalyst and price…
OGN
Organon & Co.
Takeover binary is resolved and deal-pinned: OGN trades ~$13.51 into Sun Pharma's $14.00 all-cash offer, a ~$0.49 (3.7%) gross spread. The 2026-07-06 disclosure suit was mooted by 2026-07-17 supplemental proxy filings, clearing the path to…
QURE
uniQure N.V.
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…
SEPN
Septerna, Inc.
Oral-GPCR platform narrative has cooled from accelerating to maturing: a marginal new high at $38.04 (2026-07-11) failed and the tape faded ~13% to $33.10 by 2026-07-24 into a catalyst vacuum. The first real binary (SEP-479 Phase 1) isn't…
SGMT
Sagimet Biosciences Inc. Series A
April denifanstat/acne breakout round-tripped to the $6.00 Series A offering floor; SGMT bases near $7 (last close $7.06, 2026-06-26) with no trend. Dermatology pivot (China NMPA acne NDA accepted Dec 2025, US IND due mid-2026) is real but…
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…
SMMT
Summit Therapeutics Inc.
Single-asset ivonescimab binary sitting $1.26 above its $12.55 52-week low with going-concern language on the record. The narrative leg is dead but the funding question changed shape: co-CEO Duggan bought 3.81M shares at $13.12 on Jun 12…
SPRY
ARS Pharmaceuticals, Inc.
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.
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…
TDOC
Teladoc Health, Inc.
Fallen-angel telehealth turnaround re-rating off lows: TDOC doubled from its $4.40 low to a fresh $9.78 52-week high on the Walmart Better Care distribution deal and BetterHelp's shift to insurance-reimbursed visits. But total revenue…
TECH
Bio-Techne Corp
Closed merger-arb: shares pinned just under Merck KGaA's $73 all-cash bid (06-25, $11.3B EV, expected close late-2026/early-2027). The full sell-side has folded targets to $73 (RBC 07-09 the latest). No narrative leg left — only thin…
TSHA
Taysha Gene Therapies, Inc.
Clinical binary printed clean (2026-06-22: 100% milestone response N=12, zero treatment-related SAEs) but the next catalyst slipped to H1 2027 — pivotal six-month interim AND FDA BLA-pathway feedback both guided to the first half of next…
TVTX
Travere Therapeutics, Inc.
FILSPARI's dual-indication ramp has fully re-rated the equity: at ~$56.71 (2026-07-17) TVTX trades at consensus PT ($52–58) and 4% under its 2026-06-25 ATH close of $59.03, having gone sideways for four weeks. The approval binary is spent;…
VERU
Veru Inc.
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.
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…
VKTX
Viking Therapeutics, Inc.
Last large independent GLP-1/GIP obesity asset and a live M&A target, but VANQUISH pivotal topline is a 2027 event — a catalyst vacuum bridged only by a 3Q26 maintenance-dose readout. Tape rolling over from ~$40 (07-09) to ~$35.50 (07-25),…
WGS
GeneDx Holdings Corp.
Busted-growth genomics name; the recovery off the −49% May guide-cut crash has stalled in the low-$60s, below the $74.83 200-day. The confirmed Aug 3 Q2 print (blended ARR vs the ~$3,300 baseline) is the binary — the same day as the…
WING
Wingstop Inc.
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.
Post-X-TOLE2 de-risking (2026-03-09, placebo-adjusted -42.7%, p≈6e-12) already re-rated azetukalner from the $40s to new all-time-high closes near $71. The story is now maturing into a procedural Q3 2026 NDA, with the next true binary…
XTLB
XTL Biopharmaceuticals Ltd.
Delisting binary fully resolved to the survive side — Nasdaq confirmed regained compliance 2026-07-20, but with a one-year no-cure monitor attached. What's left is a ~$7M psilocybin micro-cap with a going-concern warning and heavy…
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…
ZVRA
Zevra Therapeutics, Inc.
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…