Theme stage · maturing
Oncology and immunology stocks to watch · November 2026.
As of 15 November 2026
Note of : 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.
Note of : 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.
Research view: more likely to lead the S&P 500. Note of : 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 show whether that clearance lasts a year without further dosing.
Research view: more likely to lead the S&P 500. Note of : 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 the holiday quarter holds that range.
Note of : 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.
Research view: more likely to lag the S&P 500. Note of : 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.
“3 months” is the stock's market price change over the last three months, not a FrontierPicks return. The "3 months" column is the stock's 3-month price move, one of the three inputs to that score, weighted 20% — not the ranking itself, so rows do not descend in it.
How this page is built
These are the names FrontierPicks researches in the oncology and immunology stocks theme, each with a dated research note. Names in the latest top-50 momentum scan come first, ordered by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closing prices, through the last completed session; the rest follow by the research's conviction, highest first. The research decides which stocks belong to each theme; this one currently reads as maturing: still rising, more slowly.
Questions
- What oncology and immunology stocks does FrontierPicks cover?
- As of 15 November 2026, the oncology and immunology stocks FrontierPicks researches are led by REPL, XNCR, ORKA, DCTH, each with a dated research note. Names in the latest top-50 momentum scan come first, ordered by composite momentum score; the rest follow by the research's conviction, highest first.
- Is the oncology and immunology stocks theme accelerating or slowing?
- FrontierPicks reads this theme as maturing (still rising, more slowly) as of 15 November 2026. Developers of cancer and immune-disease drugs are trading on fresh clinical and analyst news. Xencor (XNCR) reported initial plamotamab data on 9 November 2026, and Leerink upgraded enGene (ENGN) to Outperform on 13 November 2026. Analysts are split: HC Wainwright raised its Delcath (DCTH) target to $36 on 10 November 2026, while Morgan Stanley cut its Genmab (GMAB) target to $56 on 13 November 2026 and a Xencor insider sold more than $3 million of stock. Genmab and Oruka Therapeutics (ORKA) joined the group this week.
- How does FrontierPicks rank oncology and immunology stocks?
- Names in the latest top-50 momentum scan come first, ordered by composite momentum score; the rest follow by the research's conviction, highest first. The full method is on the methodology page.
Related
As of 15 November 2026