Filtered library · Theme
Binary-catalyst biotech theme · 64 dossiers
Dossiers in the Binary-catalyst biotech theme cluster — 64 names moving on shared catalysts.
All dossiers 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,… TNGX Tango Therapeutics, Inc. fresh LOW 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)… RVMD Revolution Medicines, Inc. 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… AGIO Agios Pharmaceuticals, Inc. MEDIUM Mitapivat SCD label-expansion binary into a 2026-11-01 PDUFA, now with a real commercial leg under it: Q2 mitapivat revenue $44.7M vs $26.03M consensus (2026-07-30), yet the tape gave the beat back — $33.56 close on 2026-08-14, RSI 35.8,… CADL Candel Therapeutics, Inc. MEDIUM Pre-BLA re-rating re-armed: July's round-trip reversed, price reclaimed the June $11.36 high and closed 2026-08-14 at $11.72, 0.7% under the 52-week high, after the 8/13 Q2 print reaffirmed a Q4 2026 prostate BLA and $201.6M cash into Q1… CDNA CareDx, Inc. MEDIUM Post-LCD estimate-revision leg is intact but the flow has moderated: no company headline between 2026-08-07 and 2026-08-21, yet a new closing high of $48.61 with RSI(14) down to 53.3 from 70.1. The 2026-08-30 LCD effective date is a… CLDX Celldex Therapeutics, Inc. MEDIUM Single-asset binary: Phase 3 EMBARQ-CSU1/CSU2 topline guided to September/October 2026 at the 2026-08-06 print is the entire equity. The re-rating leg is built — 52-week high $44.87, three Overweight raises 07-29 to 08-07 — and has since… CLOV Clover Health Investments, Corp. MEDIUM Q2 (2026-08-05) resolved the binary upward — revenue $743.2M +56%, adj EBITDA $41M, FY guide lifted on every line to $2.92–3.00B revenue and $20–35M GAAP net income — but the 52-week high of $5.41 was sold to a $4.60 close on 2026-08-14… DNTH Dianthus Therapeutics, Inc. MEDIUM Complement re-rate has gone quiet: no company disclosure since the 2026-08-04 Q2 print, a fresh 52-week high at $115.96 on a lower RSI than the early-August one, and the next dated binary — MoMeNtum MMN top-line — not until December 2026.… DRTS Alpha Tau Medical Ltd. MEDIUM 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 +… DYN Dyne Therapeutics, Inc. MEDIUM maturing — nothing company-dated until the ~late-October Q3 print, then the 2027-01-21 PDUFA. ELVN Enliven Therapeutics, Inc. MEDIUM Funded single-asset CML story broadening its shareholder base: Barclays initiated Overweight $78, William Blair Outperform and Mizuho raised to $73 all on 2026-08-18, yet the 2026-08-21 close of $59.82 sits 2.1% under the $61.11 high with… GERN Geron Corporation MEDIUM Narrative leg rotated on 2026-08-05/06: RYTELO revenue accelerated to $57.5M (+11% QoQ) and quarterly cash draw shrank to ~$14M from $60M, while management reframed IMpactMF's base case to the H2 2028 final OS analysis — so the… 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… IKT Inhibikase Therapeutics, Inc. MEDIUM Tape has caught up to the story: after FDA Orphan Drug Designation (2026-07-23) and a Q2 print (2026-08-11) showing 43 sites live across 26 countries and $159.0M cash, IKT closed $2.41 on 2026-08-14, 2.4% off its 52-week high. What is… LRMR Larimar Therapeutics, Inc. MEDIUM Single-asset FA binary, now basing rather than breaking: the 2026-08-04 Q2 update held anaphylaxis at 10 of 43, reported no new urticaria after antihistamine premedication, and put cash at $156.3M with runway into Q3 2027. Rolling BLA… MBX MBX Biosciences, Inc. MEDIUM Single-asset execution story: oPTimize Phase 3 in canvuparatide is guided to start by 2026-09-30 and sites are already screening. Since 2026-08-15 the sell-side re-rated on no new data — consensus $88.36 across 12 analysts (2026-08-23) vs… MIRM Mirum Pharmaceuticals, Inc. 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 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… NRIX Nurix Therapeutics, Inc. MEDIUM Roche-partnered BTK degrader moved from validation to execution: first patient in the registrational Phase 3 DAYBreak CLL-306 on 2026-08-04, RBC to $36 on 2026-08-10, price to a new 52-week high on 2026-08-14. Narrative still accelerating,… ORKA Oruka Therapeutics, Inc. MEDIUM 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… PVLA Palvella Therapeutics, Inc. MEDIUM First-approved-therapy-for-microcystic-LM story still working: the 2026-08-04 Q2 update reaffirmed rolling-NDA completion in H2 2026 and potential approval H1 2027, and the stock closed $156.13 on 2026-08-14, 1.0% under its 52-week high.… RAPP Rapport Therapeutics, Inc. 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.… RCKT Rocket Pharmaceuticals, Inc. MEDIUM First clean RP-A501 datapoint in 15 months — three Danon patients dosed at the recalibrated 3.8×10¹³ GC/kg with no TMA or capillary leak (2026-08-03) — turned a bleeding chart into a mid-range one. The re-rate still needs the undated H2… TRVI Trevi Therapeutics, Inc. 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… ZBIO Zenas BioPharma, Inc. MEDIUM First-in-disease B-cell modulator: obexelimab BLA (IgG4-RD, 56% flare cut, HR 0.44) hit the FDA 2026-05-28, and the ~60-day filing determination — acceptance plus a possible Priority Review grant — is due within days, a fresh near-term… ZURA Zura Bio Limited MEDIUM Q2 print (2026-08-11) added a third tibulizumab indication — polymyalgia rheumatica, NEXUS-PMR Phase 2 by YE2026 — and Wedbush ($22) plus Guggenheim ($20) raised targets on 2026-08-12; the $5.57 close on 2026-08-14 has not paid for it. The… ABCL AbCellera Biologics Inc. LOW Binary resolved positive: ABCL635 Phase 2 hit both primaries on 2026-08-10 (placebo-adjusted −5.3 hot flashes/day, p<0.001), and the stock re-rated to a 52-week-high $11.38 close on 2026-08-14 at RSI 97.4. The company priced $200M of… ABVX Abivax SA LOW Post-binary single-asset UC biotech that has now lost the $125.00 placement shelf — 2026-08-14 close $118.96 — despite a positive 2026-07-30 pre-NDA FDA interaction. Sell-side sits ~$161.55 average against the tape, the CEO has framed a… ALMS Alumis Inc. LOW Psoriasis leg is fully told — 2026-08-10 ONWARD3 48-week data (75% PASI 90 / 54% PASI 100) left the stock 16.5% under its $30.30 52-week high. The only re-rating leg left is the undated LUMUS Phase 2b lupus topline, reaffirmed for Q3 2026… AVXL Anavex Life Sciences Corp. LOW Governance, not approval, is the leg: PVG's six-nominee GOLD slate meets the board's WHITE slate at the 2026-09-24 annual meeting. Since 2026-08-15 the contest kept filing (8-K 08-17, DFAN14A 08-19) while price stalled — $3.24 on… BCAX Bicara Therapeutics Inc. LOW 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,… BHC Bausch Health Companies Inc LOW Levered deleveraging/separation stub: $2.41B equity on $20,239M long-term debt principal, with an 87% Bausch + Lomb stake as the main asset. The 2026-07-29 beat-and-raise (adj EPS $1.26 vs $1.04, FY sales guide to $10.790–11.040B) drove… BHVN Biohaven Ltd. LOW Binary-catalyst biotech: the re-rate off the $7.48 Nov-CRL low stalled at ~$16 in early July and drifted to $13.85 on 2026-08-21. The undated 2H-26 RISE3 topline now races a live $350.0M J.P. Morgan ATM (424B5, 2026-05-04) against ~$270.5M… CBLL CeriBell, Inc. LOW August re-rating is reimbursement-driven: CMS granted an NTAP of up to $2,171 per eligible Medicare case for the Ceribell Delirium Monitor on 2026-08-03 (effective 2026-10-01) and FY26 guidance went to $114–117M on 2026-08-10. Narrative… 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… CRVS Corvus Pharmaceuticals, Inc. LOW Calendar still empty until 2027 after the 2026-08-06 push-out (PTCL futility Q1 2027, no data released; SIERRA1 topline Q3 2027), but the tape has recovered: $14.46 close on 2026-08-21 with RSI 62.4 versus $13.92 and RSI 47.5 on… DFTX Definium Therapeutics, Inc. LOW Voyage GAD read out positive on 2026-08-12 — HAM-A 5.4 points over placebo at Week 12, p<0.0001, Cohen's d 0.81 — and eight target actions followed inside seven sessions. Yet the 2026-08-21 close of $44.91 sits under the pre-readout $46.14… ERAS Erasca, Inc. LOW Funded pan-RAS story with part of its calendar restored: the 2026-08-11 Q2 release dates ERAS-4001 BOREALIS-1 preliminary Phase 1 data to H2 2026, ahead of the H1 2027 ERAS-0015 cut. But the 2026-08-21 close of $17.63 sits on the $17.50… FWRD Forward Air Corporation LOW Busted-merger workout losing its bid: the +48% June bounce to $14.87 (on a speculative Amazon-bolt-on thesis) has faded ~13% to ~$13, whole-company sale is now reported "unlikely," and the 2026-07-10 chairman exit forfeited… IMRX Immuneering Corporation LOW 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 Inhibrx Biosciences, Inc. LOW Non-dilutive bridge into the 2027-04-14 PDUFA, with one item pulled forward: the 2026-08-13 Q2 release moved the INBRX-106 HNSCC PFS readout into Q3 2026 and dated the CRC registrational FDA meeting to Q4 2026. But the two-week advance… IVA Inventiva S.A. LOW Single-asset MASH binary, still dormant: zero company news in the 30 days to 2026-08-23, with the undated Q4 2026 NATiV3 topline carrying the whole equity. RSI(14) firmed to 66.7 at the $4.68 close on no flow, while the $4.40 June offering… KOD Kodiak Sciences Inc LOW Binary-catalyst redemption arc now inside its final month: DAYBREAK wet-AMD one-year topline guided September 2026. Price keeps stepping down through good news — $42.64 (07-17) to $41.35 (08-14) to $38.33 (08-21), -17.5% from the $46.44… LQDA Liquidia Corporation LOW The prior break level triggered: LQDA closed the week at $68.62 on 2026-08-21, through the $70 July shelf and the 08-13 low close of $72.10, despite six post-print targets at $90–$111. Q2 sales grew +31% QoQ, but the re-rating leg is… MESO Mesoblast Limited LOW Platform-inflection story re-accelerated on operational news rather than data: the 2026-08-17 last-patient-treated release for the 350-patient CLBP Phase 3 carried the ADR from $15.60 (08-14) to $17.00 (08-21), reclaiming the July shelf… MNPR Monopar Therapeutics Inc. LOW New 52-week high at $123.84 printed and sold — the 2026-08-21 close was $107.72, 13.0% under it, RSI 46.0, on no company news. The rolling NDA clock started 2026-07-22 is live but still undated, and the sell-side finished repricing in… ORIC Oric Pharmaceuticals, Inc. LOW 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… PESI Perma-Fix Environmental Services, Inc. LOW Binary resolved 2026-08-12 in two directions: the H2C master IDIQ is signed but issues no dollars before 2027-01-01, while Q2 printed a $2.5M gross loss and unalleviated going-concern doubt. No company release since 2026-08-12 and no dated… QURE uniQure N.V. 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. 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… RLMD Relmada Therapeutics, Inc. LOW The level this coverage was framed around broke: the 2026-08-21 weekly close of $4.63 is under the $4.75 March PIPE strike, and it broke on no disclosure. With the 2026 clinical calendar emptied on the 2026-08-06 call, what remains is a… RZLT Rezolute, Inc. LOW A 10.7% week to $5.09 on 2026-08-21 with zero company news since the 2026-07-21 conference notice — the bid arrived via Friday-gainer screens, not a disclosure. The 2026-06-02 upLIFT interim (6 of 8 responders) is still the entire story,… SANA Sana Biotechnology, Inc. LOW Type-1-diabetes functional-cure narrative: UP421's no-immunosuppression islet transplant is still producing insulin at 14 months (n=1), de-risking SC451's IND guided "as early as 2026." Rare-disease cell therapy is accelerating, but the… SLDB Solid Biosciences Inc. LOW Post-Sarepta DMD vacuum trade now in a waiting phase: the guided mid-2026 accelerated-approval update never landed — the 2026-08-06 Q2 release moved the FDA meeting to late Q4 2026 while INSPIRE dosing grew to 53 (as of 2026-08-04). Price… SLS SELLAS Life Sciences Group, Inc. LOW Cancer-vaccine sector re-rate after Merck/Moderna's 2026-08-19 Phase 3 win carried SLS to a 52-week closing high of $15.46 on 2026-08-21 (+15.4% on the session, RSI 78.7) with no SELLAS data of its own; REGAL's last published count is… SMMT Summit Therapeutics Inc. LOW Two positive headlines on 2026-08-12 — Akeso's third China approval and a Leerink upgrade — left the stock lower: the 2026-08-21 close of $13.16 sits under the 2026-08-14 close and just above the $12.55 52-week low. The dated binary is the… STRO Sutro Biopharma, Inc. 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… TENX Tenax Therapeutics, Inc. LOW Phase 3 binary resolved negative: LEVEL missed its primary (6MWD +3.5m, p=0.63) and key secondary on 2026-08-10; four desks cut within 24h and the target band went from $27–$50 to $4–$5. Narrative is dead. What is left is a balance-sheet… TSHA Taysha Gene Therapies, Inc. LOW 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… UI Ubiquiti Inc. LOW Broken parabola gone flat: six weeks of $530–$570 chop after the May 8 print (GM 47.0%, rev +18.7%, but EPS $3.88 vs ~$4.42 whisper) with zero scheduled catalyst until the Q4 FY26 report on 2026-08-21. Fundamentals intact, tape dead,… VIR Vir Biotechnology, Inc. 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… XENE Xenon Pharmaceuticals Inc. LOW Q2 (2026-08-06) cleared the last procedural gate — FDA pre-NDA meeting completed, azetukalner FOS NDA still guided to Q3 2026, cash $1,245.1M — and the stock still closed 2026-08-14 at $62.35, 12.1% below the $70.96 July high with RSI… 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…