Filtered library · Theme
Binary-catalyst biotech theme · 74 dossiers
Dossiers in the Binary-catalyst biotech theme cluster — 74 names moving on shared catalysts.
Theme runProduced by the theme run on 10 September 2026, saturated.
All 74 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers ABSI Absci Corporation MEDIUM Single-asset binary: ABS-201's interim hair-growth proof-of-concept is guided to 2H 2026 with no confirmed date, funded by the June 2026 $100M raise that left $201.1M at 2026-06-30 and a runway into H2 2028. Since the 2026-08-11 revenue… ALVO Alvotech MEDIUM Alvotech's recovery prices in Q4 2026 FDA approvals after the Reykjavik inspection closure announced on 2026-07-29. AVT05 and AVT06 approvals within that window would confirm the regulatory-repair case; another manufacturing-related… CLYM Climb Bio, Inc. MEDIUM The 2026-09-03 CLYM116 Phase 1 read cleared: a single 320 mg dose suppressed APRIL >90% and IgA/Gd-IgA1 60–75% through 12 weeks, supporting quarterly dosing, and BTIG ($32), B. Riley ($30) and Baird ($25) re-marked within two sessions. The… FRNM Freenome, Inc. MEDIUM Freenome's approved blood-test story depends on Abbott launching SimpleScreen CRC and demonstrating reimbursed testing. Carelon's 2026-11-15 guideline strengthens the pathway; a weekly close below $14 or no US launch by 2026-12-31… MANE Veradermics, Incorporated MEDIUM Extended-release oral minoxidil story: Study '302' showed +30.3/+33.0 hairs/cm² vs +7.3 placebo at Month 6 (2026-04-27, p<0.0001), and the confirmatory Study '304' topline guided to 2H26 is the binary. The 2026-09-04 close of $98.51 sits… MGNX MacroGenics, Inc. MEDIUM MGC026's head-and-neck cohort cleared its pre-specified Stage 1 threshold on 2026-07-23 and the interim Phase 1 data lands as ESMO poster 1020P on 2026-10-23; the name walks in with $327M pro forma cash (2026-06-30) built from the Bora… 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… SLDB Solid Biosciences Inc. MEDIUM Post-Sarepta DMD vacuum trade still in its waiting phase, with the sell-side moving before the company does: no release since the 2026-08-06 Q2 print, but Truist carried Buy/$20 on 2026-08-21 and Cantor raised to $26 on 2026-08-27. The… TARS Tarsus Pharmaceuticals, Inc. MEDIUM Tarsus Pharmaceuticals’ eye-care expansion depends on XDEMVY sustaining growth after the Alkeus acquisition. The case requires next-quarter sales above Q2 2026’s $173.9 million and retention or an increase of both boundaries of the… DTIL Precision BioSciences, Inc. LOW First clinical evidence that a gene editor removes hepatitis-B cccDNA (EASL late-breaker, 2026-05-27, <1% remaining in one biopsy) is the whole story; the shares closed $7.47 on 2026-09-04, 19.5% under the $9.28 52-week high, with no… IMRN Immuron Limited LOW Immuron’s consumer-health expansion needs a dated US PROIBS launch and disclosed commercial terms to validate its September repricing. The 2026-09-04 agreement supplies neither; a weekly close below $1.65 or an annual report without those… MRNA Moderna, Inc. LOW The INTerpath-001 platform-validation leg is intact, but the company monetised it first: $2.6B of upsized 0.00% converts priced 2026-08-28 at a $210.58 conversion price, six sessions after the 177.0% print, with the shares at $137.99 and… NVAX Novavax, Inc. LOW Novavax's Matrix-M royalty re-rating needs company-confirmed Sanofi trial timing at the 2026-09-09–2026-09-10 conferences. The near-term case fails if both pass without that timing or a weekly close falls below $9.00. SLN Silence Therapeutics Plc LOW First-in-class siRNA re-rated on the 2026-08-10 SANRECO readout (88% response vs 19% placebo, n=48) and immediately funded with a ~$175M raise priced at $13.50/ADS; with Phase 3 not starting until 1H 2027, the equity now trades on… 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)… ABVX Abivax SA HIGH Nine weeks of silence since the 2026-07-30 FDA pre-NDA alignment ended in stabilisation rather than a lower low — the 2026-09-04 close of $114.79 with RSI(14) back to 38.8 from 23.7 on 2026-08-28, still under the $125.00 placement price.… PVLA Palvella Therapeutics, Inc. HIGH The undated FDA window closed on 2026-08-31: the rolling NDA for QTORIN rapamycin in microcystic lymphatic malformations is complete under 505(b)(2), starting a 60-day agency clock on filing acceptance and the Priority Review decision that… SAFT Safety Insurance Group, Inc. HIGH The Mapfre $105.00 all-cash deal finally has filed dates: HSR filings made 2026-08-13 with the initial waiting period expiring 2026-09-14, a Massachusetts Form A filed 2026-08-25, and a preliminary proxy filed 2026-09-03 that still leaves… AGIO Agios Pharmaceuticals, Inc. MEDIUM Mitapivat sickle-cell label-expansion binary into the 2026-11-01 PDUFA, funded by a real ramp (Q2 mitapivat revenue $44.7M vs $26.03M consensus, 2026-07-30). Nothing company-dated has landed since; the tape closed $33.10 on 2026-09-04… AVTX Avalo Therapeutics, Inc. MEDIUM Post-LOTUS consolidation is grinding: the 2026-09-04 close of $19.23 is 1.8% under 2026-08-28 with RSI(14) at 44.6, and the only new company news since the Q2 print is a September conference slate (2026-09-03) plus 78,000 inducement… BHVN Biohaven Ltd. MEDIUM The 2026-08-26 SK Biopharmaceuticals licence — $400M upfront, up to $150M milestones, mid-teens-to-low-twenties US royalties on opakalim — replaced the financing overhang with funded optionality, and the stock re-rated 13% that day to… CBLL CeriBell, Inc. MEDIUM The NTAP-funded delirium leg is intact but the flow behind it has thinned — no headline, estimate or target action since BTIG's $30 on 2026-08-18, RSI(14) off 86.0 (08-21) to 78.1 at the 2026-08-28 close of $23.73, still 4.7% under the… 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 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 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… 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 The stalled leg resolved upward on no news: IKT closed $2.50 on 2026-09-04 against a fresh 52-week high of $2.52, with RSI(14) back to 57.5 from 44.9 on 2026-08-28 and still no press release after the 2026-08-11 Q2 report. A single-asset… IMVT Immunovant, Inc. MEDIUM Single-asset FcRn story: batoclimab was discontinued after the 2026-04-02 TED Phase 3 miss, leaving IMVT-1402 plus $797.8M cash (2026-06-30) and two undated 2H CY2026 readouts (D2T RA topline, CLE proof-of-concept) ahead of 2027… IVA Inventiva S.A. 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… MESO Mesoblast Limited MEDIUM FY2026 printed 2026-08-27 — revenue US$120.3M vs US$17.2M, net loss down 44% to US$57.5M, cash US$103M — and the ADR still closed $17.32 on 2026-09-04, capped by the 2026-07-15 high of $18.07. The catalyst the July leg leaned on has… 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… MNPR Monopar Therapeutics Inc. MEDIUM The rolling-NDA leg rebuilt without news: $107.72 on 2026-08-21 to $117.56 on 2026-09-04, back within 5.1% of the $123.84 high, on no company release since 2026-08-19 and with two directors selling into $109–$113 on 2026-08-25 and… 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… 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 Price has stalled where the 2026-08-03 safety leg left it — $3.86 on 2026-09-04, unchanged from the 2026-08-28 close — with no company disclosure since the 08-10 Q2 print and three Form 144 sale notices filed 08-18. Two webcast fireside… 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… WK Workiva Inc. MEDIUM The post-Q2 earnings-power re-rate has pulled the sell-side up with it: Stifel moved $70→$95 on 2026-08-27 and Baird $74→$95 on 2026-09-01, both above the 2026-09-04 close of $76.55. RSI(14) cooled from 77.1 to 65.1 while price barely… 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 Pipeline-breadth re-rating still unpaid: the 2026-08-11 Q2 print added polymyalgia rheumatica as a third tibulizumab indication and Wedbush ($22) plus Guggenheim ($20) re-rated on 2026-08-12, yet the 2026-08-28 close of $5.72 sits 18.8%… ALMS Alumis Inc. 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… AVXL Anavex Life Sciences Corp. LOW The two overhangs cleared — both delinquent 10-Qs filed 2026-08-28, Nasdaq compliance confirmed 2026-09-02 — and the shares still fell from $3.24 on 2026-08-21 to $2.86 on 2026-09-04. What is left is the 2026-09-24 contested vote: PVG's… 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 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… CAL Caleres Inc LOW Q2 was pulled forward one day to 2026-09-09 (announced 2026-09-01), compressing the read into a single session: FY2026 consensus of $1.62 adjusted EPS sits at the top of the company's own $1.40–$1.65 guide, Famous Footwear is guided down… CLDX Celldex Therapeutics, Inc. LOW Single-asset binary: the Phase 3 EMBARQ-CSU1/CSU2 topline guided to September/October 2026 is the entire equity, and the window opens within days. The pre-readout re-rating is built and cooling — $39.12 on 2026-08-28, 12.8% under the… CLOV Clover Health Investments, Corp. LOW The $4.00 shelf named as the break has held — a 2026-09-04 close of $4.25 with RSI(14) back to 48.9 from 36.3 — but the leg is now event-dependent: CMS's Eleventh Circuit opening brief leads with a venue argument that could vacate the… 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 The 2026-08-27 Blood publication put final Phase 1 numbers on soquelitinib — median OS 28.1 months, 9 responses among 24 less-pretreated patients at 200 mg BID — and the tape did not pay for it: $14.16 on 2026-08-28 versus $14.46 on 08-21,… DFTX Definium Therapeutics, Inc. LOW Voyage hit at p<0.0001 on 2026-08-12 and the tape has sold it since: $40.98 on 2026-08-28 versus the $46.14 pre-readout close, RSI 39.8, the $48.45 high untouched. Panorama topline (245 participants, 2:1:2, 50 µg arm) is guided to… DNTH Dianthus Therapeutics, Inc. LOW The August re-rate has rolled over on no news: the last Dianthus disclosure is the 2026-08-04 Q2 print, and the 2026-08-28 close of $105.84 sits 8.7% under the $115.96 high with RSI(14) at 41.9 versus 56.6 a week earlier. Nothing… ELVN Enliven Therapeutics, Inc. LOW Funded, FDA-aligned pre-pivotal CML story whose sell-side re-rating leg is spent: ten houses now publish $64–$82 targets, yet the 2026-08-28 close of $57.86 is 5.4% under the $61.15 high with RSI(14) down to 42.4 from 76.4 on 08-07. No… ERAS Erasca, Inc. LOW FDA Fast Track for ERAS-0015 in metastatic pancreatic (2026-08-24) landed on 16.4x average volume for a -0.17% close; J.P. Morgan then marked to a street-high $33 on 2026-08-27 while the 2026-08-28 close was $18.03 against a $23.5… FTRE Fortrea Holdings Inc. LOW The 2026-09-02 all-cash ~$45M purchase of Worldwide's early-phase unit was the first company-dated news since the 2026-07-29 Q2 print, and the tape handed it back: $18.81 on 2026-08-28 to $17.70 on 2026-09-04, with the July $17.73–$18.49… HELP Cybin Inc. 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… 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… KOD Kodiak Sciences Inc LOW Binary-catalyst re-run now inside its guided window: DAYBREAK's one-year wet-AMD topline is due before 2026-09-30, and the tape has gone the other way — $35.36 on 2026-09-04, RSI(14) 24.4, a fourth lower step from $42.64 on 2026-07-17, and… LQDA Liquidia Corporation LOW Post-print rejection intact: LQDA closed $68.66 on 2026-09-04, four cents above the 2026-08-21 break close of $68.62, with RSI(14) at 30.4 and the 2026-09-03 SSc-RP Fast Track absorbed without a new bid. The narrative leg now on offer is… LRMR Larimar Therapeutics, Inc. LOW Single-asset FA regulatory binary sitting on the line that defines it: the week ending 2026-09-04 closed $3.83, 0.8% above the twice-tested $3.80 shelf, after five weeks with no company press release since the 2026-08-04 Q2 update. The… MBX MBX Biosciences, Inc. LOW The Q3 commitment landed early — first patient dosed in the pivotal Phase 3 oPTimize trial on 2026-08-27 — and the tape sold it: $66.33 on 08-21 to $61.72 on 09-04, RSI(14) 30.2, 12.7% under the $70.70 high. The compiled consensus stayed… NRIX Nurix Therapeutics, Inc. LOW Roche-partnered BTK degrader holding the post-Phase-3 shelf but running out of dated events: the 2026-09-01 release named four September investor conferences and no medical meeting, so the 09-09/12 SOHO window looks set to pass without… 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… 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 re-rate narrative failed: the $4.75 March PIPE strike broke on the 2026-08-21 weekly close and the tape kept eroding to $4.43 on 2026-09-04, with no dated clinical event before the year-end 2026 IND. What is left is $217.7M of cash at… RZLT Rezolute, Inc. LOW The August screener bid fully round-tripped: $5.09 on 2026-08-21 to $4.58 on 2026-09-04, back under the $4.60/$4.61 summer shelf, with no clinical news since 2026-06-17. The registrational upLIFT topline is still guided only to "2H-2026"… 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… SLS SELLAS Life Sciences Group, Inc. 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… 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 Post-failure rebuild, not a rescue: the 2026-08-29 ESC late-breaker put the prespecified sub-median-6MWD subgroup (n=119) at +26.3m vs placebo (nominal p=0.0112), and Adar1 disclosed buying 1m+ shares at an average $1.77 on 2026-08-25,… TSHA Taysha Gene Therapies, Inc. 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… 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 The $62 consolidation shelf failed at the 2026-08-28 weekly close of $59.99, and two dated events now sit inside 30 days: the EEC oral presentation of X-TOLE2 on 2026-09-07 and the guided Q3 FOS NDA submission by 2026-09-30. Neither is an… 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…