Filtered library · Theme
Oncology & immunology theme · 74 dossiers
Dossiers in the Oncology & immunology theme cluster — 74 names moving on shared catalysts.
Theme runProduced by the theme run on 9 September 2026, maturing.
All 74 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers APGE Apogee Therapeutics, Inc. SUPREME The all-cash takeout settled: the AbbVie merger became effective 2026-09-03 at $135.11 per share (~$10.9B equity value), trading was halted after the 2026-09-02 close of $135.07 and Nasdaq suspended the stock 2026-09-04. The leg terminated… DCTH Delcath Systems, Inc. HIGH Self-funded liver-directed procedure ramp — Q2 revenue $29.133M, 90% gross margin, FY26 guide $104–108M — is now trading on calendar rather than data: the public record ends at the 2026-08-31 conference release, the 2026-09-04 close of… IOVA Iovance Biotherapeutics, Inc. HIGH Amtagvi's commercial ramp inflected on the 2026-08-06 print — approximately $99.3M revenue, 56% gross margin, and FY2026 guidance of $350–370M pulled under review for an upward revision management said lands in Q3. The narrative is… PSNL Personalis, Inc. HIGH 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… 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… EWTX Edgewise Therapeutics, Inc. MEDIUM Post-divestiture cardiovascular pivot: Servier paid $1.55B upfront (closed 2026-07-10) for the muscular dystrophy franchise, leaving ~$2.01B pro forma cash behind EDG-7500 in hypertrophic cardiomyopathy. The re-rate is already in the tape… 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… NVCT Nuvectis Pharma, Inc. MEDIUM Nuvectis re-rated on the 2026-06-22 Haisco ex-China in-license and the 2026-07-23 China approval of oral Factor B inhibitor ciprocopan; Nothing binary lands inside 30 days — only conference slots on 09-11 and 09-14, against RSI 72.3 and a… 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… STLN Starling Oncology, Inc. MEDIUM Value-based oncology pivot repriced on the 2026-08-06 Q2 print: revenue $161.3M (+34.6% YoY), gross profit +55.2%, first positive adjusted EBITDA (+$229K), FY26 guide raised to $650–670M. The capitated/delegated-risk ramp is the leg, but… VSTM Verastem, Inc. MEDIUM Post-Q2 re-rate extended rather than stalled: $6.89 on 2026-08-21 to $8.02 on 2026-09-02, RSI(14) 71.4, with no new company disclosure located in that window beyond a 2026-09-02 conference notice. The 2026-08-28 Oberland closing date has… XNCR Xencor, Inc. MEDIUM Two overhangs closed in three weeks: the $105M Alexion settlement (2026-07-29) ended the Ultomiris dispute and pushed runway through 2028, and Q2 revenue of $51.2M vs $18.9M consensus (2026-08-05) drew three price-target raises on 08-06.… ZLAB Zai Lab Limited MEDIUM Re-rating from China in-licensing platform to global originator on zocilurtatug pelitecan, the internal DLL3 ADC: the 2026-08-03 FDA orphan-drug grant in neuroendocrine carcinomas and Citi's 2026-08-07 raise to $45 extended the leg, and… CADL Candel Therapeutics, Inc. LOW Pre-BLA re-rating is cooling rather than breaking: shares quoted $12.78 on 2026-09-05 against the $13.75 52-week high and the 2026-08-28 close of $13.07, with no company data since the 8/13 Q2 print. Three CEO firesides (09-09, 09-10,… EDIT Editas Medicine, Inc. LOW Legacy pivot on one asset: after halting ex vivo reni-cel in December 2024, Editas is EDIT-401 — an in vivo LNP editor for HeFH showing ~90%+ NHP reductions in LDL-C, Lp(a) and ApoB, with an Australian CTN submitted in August 2026 and four… ILMN Illumina, Inc. LOW Momentum has outrun the information set: a 52-week high of $227.69 then a fade to the 2026-08-28 close of $215.59, RSI(14) 69.2, with no company-dated input since the 2026-07-30 beat-and-raise and none scheduled before the Q3 print… IMMX Immix Biopharma, Inc. LOW Single-asset CAR-T regulatory story now inside its own event window: the 95% CR (19/20) from 2026-05-21 is the bar the late-September NEXICART-2 update must clear on a bigger denominator. The 2026-09-02 close of $13.96 is 3.5% under the… INBX Inhibrx Biosciences, Inc. fresh LOW Inhibrx Biosciences’ advance prices HexAgon clinical success and a Phase 3 start within the guided quarter. The 2026-09-08 results and September start confirmation test that case; a weekly close below $104 or reported primary-endpoint… KURA Kura Oncology, Inc. LOW The binary already fired: KOMZIFTI's 2025-11-13 approval and ~40% R/R NPM1 share are priced, and the $24–28 targets need a frontline Phase 3 that doesn't read until 2028. The tape is drifting — $10.39, lower third of the H1 range. A… SMMT Summit Therapeutics Inc. fresh LOW Class-validation leg reaccelerating: Akeso's 2026-09-02 HARMONi-2 interim showed a statistically significant OS win over pembrolizumab monotherapy, and 2026-08-25's HARMONi-GI1 was the first Phase III win outside NSCLC. The 2026-09-04… VOR Vor Biopharma Inc. LOW Legacy-pivot re-rating is holding its post-print range while the flow behind it thins: $22.65 on 2026-08-28 versus $23.67 on 2026-08-07, with RSI(14) down from 64.6 to 45.1 and no company release since the 2026-08-11 Q2 print. UPSTREAM MG… 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)… NUVL Nuvalent, Inc. SUPREME No tradable NUVL equity exists: GSK's $124 all-cash deal completed 2026-07-15, trading was suspended, and a Form 15-12G filed 2026-07-27 lists an approximate holder-of-record count of one. The 2026-09-18 zidesamtinib PDUFA still on some… AKTS Aktis Oncology, Inc. HIGH Post-initiation follow-through arrived late: after Wedbush ($35) and BMO ($37) took the covering cohort to five on 2026-08-19, the tape moved from $24.07 on 2026-08-21 to $25.78 on 2026-08-28, clearing the three-week $24 shelf. Five… GH Guardant Health, Inc. HIGH Carelon's 2026-09-01 decision to cover Shield from 2026-11-15 lifts stated reach to ~90M lives (~75% of eligible) — the payer datapoint the story needed — yet the close was $161.41 on 2026-09-04 versus $161.50 on 2026-08-28. FY26 guidance… ONC BeOne Medicines Ltd. HIGH Two 2026-08-31 catalysts — a statistically significant OS win in HERIZON-GEA-01 and a US agreement exempting BeOne from Section 232 pharma tariffs — landed without producing a new high: the 2026-09-04 close of $358.26 is 5.1% under the… 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… BMY Bristol-Myers Squibb Co. MEDIUM Post-guidance-reset re-rate printed a new 52-week high of $68.09 before the 2026-09-04 close of $66.82, but the first negative company headline of the leg — the zola-cel autoimmune CAR-T enrollment pause confirmed 2026-08-31 — arrived with… BOLD Boundless Bio, Inc. MEDIUM Merger-arb wrapper on a cash shell: a planned $44–48M pre-close cash dividend plus a 3.69% stub in the AATD base-editing NewCo. Eleven weeks after the 2026-06-23 announcement the Form S-4 is still absent — EDGAR's latest filing of any kind… CGEM Cullinan Therapeutics, Inc. MEDIUM 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… CSTL Castle Biosciences, Inc. MEDIUM The repair leg stalled rather than broke: $34.20 on 2026-08-21 to $32.91 on 2026-09-04, with no company release dated between the 08-20 conference notice and 09-04, while TissueCypher (+64% YoY in Q2) still carries the story. 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 +… 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… ICLR ICON plc MEDIUM Restatement-discount unwind has stalled: the 2026-08-28 close of $170.02 gives back part of the August advance, RSI(14) cooled from 67.2 to 56.3, and the only company communication since the 2026-08-06 notes pricing is a 2026-08-20 ESG… IDYA IDEAYA Biosciences, Inc. MEDIUM Three legs now: the darovasertib NDA under FDA RTOR guided complete H2 2026, the Genentech MTAP/PRMT5 tie-ups, and — new on 2026-08-31 — an FDA-agreed Phase 3 design for IDE849 in ES-SCLC. The 2026-08-31 and 2026-09-01 headlines did not… 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… JBIO Jade Biosciences, Inc. MEDIUM The July shelf near $21 broke: the 2026-09-04 close was $19.90 with RSI(14) at 24.2, and the decline from the 2026-08-21 close of $21.34 came with no Jade filing after 2026-08-14 and no release beyond the 2026-09-01 conference notice. Four… NVCR NovoCure Limited MEDIUM Post-TRIDENT commercial-inflection leg still carried by the 2026-07-23 Q2 print (rev $183.584M vs $172.437M cons., first positive adj. EBITDA $10.8M, FY guide $710–725M). Price $17.94 on 2026-09-04 is 10.3% under the $19.99 high and held… ODTX Odyssey Therapeutics, Inc. MEDIUM First-in-class oral RIPK2 inhibitor OD-001 re-rated the story: 27% clinical remission / 61% response in Phase 2a UC (April 2026 topline), $433.1M cash into 2H 2028, and a first initiation at Buy/$44 on 2026-08-27. Price ran 68% in three… RLYB Rallybio Corporation MEDIUM The S-4/A filed 2026-08-26 marks Rallybio Net Cash at ~$82.2M as of 2026-08-15 but still leaves the record date and meeting date blank, so no timetable is public. The cash discount stays inverted while burn runs and the clock has no fixed… SNDX Syndax Pharmaceuticals, Inc. MEDIUM 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… STTK Shattuck Labs, Inc. MEDIUM Receptor-side TL1A: SL-325 delivered the first human data for a DR3-blocking antibody on 2026-06-08 — complete receptor occupancy at 0.1 mg/kg, anti-drug antibodies in 3.7% of dosed subjects — and the shares are up 74.1% over three months.… VCYT Veracyte, Inc. MEDIUM Sell-side is now chasing a move it missed: VCYT broke to a 52-wk high $60.91 (closed $59.13 on 2026-07-17, +124% YoY) as Piper initiated Overweight $66 (07-15) and Canaccord lifted a Hold PT $42→$60. Fundamentals still accelerating (Q1 rev… 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%… ZYME Zymeworks Inc. MEDIUM The 2026-08-25 FDA approval of Ziihera in first-line HER2+ gastroesophageal cancer converts Zymeworks from a burn-funded developer into a milestone-and-royalty recipient — a $250M payment from Jazz against $322.5M of cash at 2026-06-30,… ANAB AnaptysBio, Inc. LOW Single-question Chancery stub: the next dated docket step is the defendants' answering brief on 2026-09-25, while June-quarter results are still absent from the public record through 2026-09-06 and momentum has decayed — RSI(14) 38.7 at… ARCT Arcturus Therapeutics Holdings Inc. LOW Platform-repossession re-rating extended: the CSL exit returned global KOSTAIVE plus flu/RSV/EBV rights with $12M cash and ~$16M of released liabilities against $191.5M cash, and the shares have run 95.5% in three months to a 2026-08-28… AUTL Autolus Therapeutics plc LOW The post-raise re-rating has stalled. After the 2026-08-03 guidance raise to $140–150M and the 2026-08-11 Q2 beat ($45.7M vs $34.0M consensus), the shares set a $2.54 52-week high and then closed $2.24 on 2026-09-04 with RSI(14) back at… AVR Anteris Technologies Global Corp. LOW Post-catalyst drift: the CMS/first-patient/France de-risking sequence is spent, and Q2 (reported 2026-08-12) missed both lines — EPS $(0.30) vs $(0.21), revenue $1.009M vs $1.500M — yet the 2026-08-14 close held $9.40 with RSI 66.9.… 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,… BIOA BioAge Labs, Inc. LOW ESC Congress came and went 2026-08-28 to 08-31 with no ZEUS dataset and no substitute venue named, so the mechanism question stays open into the only binary left — QUELL-CV hsCRP topline guided to 2H 2026. The sole company action since the… 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… 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,… 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… EVH Evolent Health, Inc LOW The late-June retail bounce has fully unwound — EVH traded ~$5.76 on 2026-07-07, back under the $6.59–6.86 consensus target band and well under Truist's flat $7. Nothing carries the name now except the confirmed 2026-08-06 Q2 print, which… GLUE Monte Rosa Therapeutics, Inc. LOW 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,… 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… LEGN Legend Biotech Corporation LOW 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… MEDP Medpace Holdings, Inc. LOW Bookings-inflection leg (Q2 awards $795.7M, +28.2% YoY, 1.13x book-to-bill, FY26 guide raised 2026-07-22) unchanged on fundamentals, but the tape has given back part of the August recovery — $600.65 on 08-28 to $591.29 on 09-04 — while the… 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… PRLD Prelude Therapeutics Incorporated LOW Value still hangs on one counterparty decision: Incyte's $100M exercise fee on PRT12396, with the option window running to February 2027. Nothing company-dated has printed since the 2026-08-11 Q2 release and the next 30 days are empty,… RLAY Relay Therapeutics, Inc. LOW The $26–$31 sell-side band is the bull case, but nothing clinical is dated before the year-end ReDiscover-2 enrollment update. 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… 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… TGTX TG Therapeutics, Inc. LOW The catalyst leg is spent; what is left is whether the $46–48 shelf holds through a two-month news vacuum into year-end subcutaneous Phase 3 topline. URGN UroGen Pharma Ltd. LOW The 2026-08-17 UGN-103 NDA submission landed six weeks ahead of the Q3 target and emptied the calendar — nothing company-dated until the ~2026-11-04 Q3 print. Price set a $50.29 52-week high after 2026-08-14, then gave back 13.3% into the… 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… WGS GeneDx Holdings Corp. LOW 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…