Filtered library · Theme
Binary-catalyst biotech theme · 5 dossiers
Dossiers in the Binary-catalyst biotech theme — 5 stocks moving on the same story.
DormantLast worked 21 September 2026, 20 days ago; the research counts a theme as current for 14 days.
All 5 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers ALVO Alvotech Medium Alvotech's shares turn on FDA approval of its Simponi and Eylea biosimilars, reported due 4 December 2026. The 5 October 2026 FDA clearance of more U.S. output from its Reykjavik plant makes approval likelier, and a manufacturing-related… MANE Veradermics, Incorporated Medium Veradermics' oral minoxidil tablet VDPHL01 has one strongly positive hair-loss trial, and its shares closed at $126.63 on 8 October 2026 after recovering the 6 October 2026 drop. Study '304', guided for the second half of 2026, settles… SMMT Summit Therapeutics Inc. Medium Summit Therapeutics' case rests on FDA approval of ivonescimab by 14 November 2026, now funded by AstraZeneca's closed $2.0 billion investment. Full biliary-cancer data at ESMO on 25 October 2026 and the FDA decision settle it. VSTM Verastem, Inc. Medium Verastem's shares turn on the 14 October 2026 first efficacy readout for VS-7375, its oral KRAS G12D cancer drug, backed by a $25.1 million-a-quarter ovarian-cancer launch. Pancreatic and lung response rates, set against a rival's 50%… ZLAB Zai Lab Limited Medium Zai Lab's re-rating case rests on first-line small-cell lung cancer data for its DLL3 drug zoci at ESMO on 26 October 2026; a registrational Phase 3 start announced by 31 December 2026 would confirm it.