Filtered library · Theme
Oncology & immunology theme · 8 dossiers
Dossiers in the Oncology & immunology theme — 8 stocks moving on the same story.
DormantLast worked 9 September 2026, 32 days ago; the research counts a theme as current for 14 days.
All 8 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers ABBV AbbVie Inc. Medium AbbVie's growth rests on Skyrizi and Rinvoq, which more than offset Humira's decline and back 2026 revenue guidance of about $67.6 billion. The 30 October 2026 third-quarter report shows whether both drugs still grow above 20%. DCTH Delcath Systems, Inc. Medium Delcath Systems' self-funded growth in its HEPZATO liver-cancer treatment supports its raised $104–108 million 2026 revenue outlook. Third-quarter results, expected around early November, show whether that guidance survives the summer… MRK Merck & Co., Inc. Medium Merck's newer drugs, led by Winrevair's 75% second-quarter sales growth and the July launch of the oral cholesterol pill Lipfendra, are reducing its reliance on Keytruda. The 29 October 2026 third-quarter report shows whether sales confirm… 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. JNJ Johnson & Johnson Low Johnson & Johnson's newer drugs are covering lost Stelara sales, yet the shares fell to $252.93 on 5 October 2026, just above $250; the 13 October 2026 third-quarter report shows whether that growth and the $101.1 billion 2026 sales… PSNL Personalis, Inc. Low Personalis trades as a fixed $16.25-per-share claim on Tempus AI's agreed takeover, leaving little room to beat the market; the 2 October 2026 US antitrust waiting-period expiry and any binding higher offer settle it.