Filtered library · Theme
Precision biotech & therapeutics theme · 142 dossiers
Dossiers in the Precision biotech & therapeutics theme cluster — 142 names moving on shared catalysts.
Theme runProduced by the theme run on 10 September 2026, maturing.
All 142 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… ATAI AtaiBeckley Inc. SUPREME All named antitrust gates are retired: HSR expired 2026-08-28, the UK CMA had no further questions on 2026-08-21, Germany cleared 2026-07-30, and the ACCC's 14-day waiting period runs to 10:00 a.m. ET on 2026-09-10. Only the 2026-09-08… HALO Halozyme Therapeutics, Inc. HIGH Royalty-compounding re-rating: the 2026-08-06 Q2 print beat at $481.0M vs $407.5M consensus and lifted the FY26 non-GAAP EPS guide to $8.65–9.00 from $7.75–8.25, and the stock closed 2026-09-04 at $110.19, 0.5% off its 52-week high. The… TVTX Travere Therapeutics, Inc. HIGH The FSGS/IgAN ramp story stalled rather than broke: the 2026-09-04 close of $65.28 sits 3.3% under the 2026-08-27 high of $67.52 with RSI(14) decayed from 65.6 to 56.0 and no published target change since Piper Sandler's $68 on 2026-08-17.… ABCL AbCellera Biologics Inc. MEDIUM Post-binary shelf intact and unchanged: closes of $11.38 (08-14), $11.35 (08-28) and $11.36 (09-02) against the $9.75 follow-on price, with RSI(14) unwinding 97.4 → 52.9. The 2026-09-09 Cantor Global Healthcare presentation is the only… 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… ADPT Adaptive Biotechnologies Corporation MEDIUM clonoSEQ MRD pure-play inflecting to self-funding growth (MRD rev +53% YoY, profitability turning); June 15 Immune Medicine separation adds a value-unlock leg. But the tape just broke to fresh 52-wk highs (~$22.92) above the $20–22… AMLX Amylyx Pharmaceuticals, Inc. MEDIUM The binary resolved on 2026-08-18 (LUCIDITY: 55% cut in Level 2/3 hypoglycemic events, p=0.000003) and the launch was funded at $35.50 on 2026-08-20 for ~$471.7M net. What is left is the regulatory leg — NDA guided by year-end 2026, with a… AQST Aquestive Therapeutics, Inc. MEDIUM Anaphylm's 2026-01-30 CRL was usability-scoped, and the 2026-08-10 human factors data — median pouch-opening time 3 seconds versus 17 — addresses the named deficiency, with the NDA resubmission guided into Q3 2026, a window closing… ASMB Assembly Biosciences, Inc. MEDIUM Gilead-validated antiviral: Gilead exercised the HPI license option on 2025-12-22 ($35M net fee, up to $330M milestones), Q2 beat both lines on 2026-08-13, and Assembly's 40% US cost/profit-share opt-in is due by year-end 2026. The… 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… CRDL Cardiol Therapeutics Inc. Class A MEDIUM Single-asset cardiology micro-cap re-rating on Phase II publication flow and Canaccord's 2026-08-17 Buy reiteration at a $10 target; the shares closed 2026-09-04 at a 52-week high of $2.20, up 103.7% in three months, and the only… CYRX CryoPort, Inc. MEDIUM Q2 (2026-08-06) split the read: revenue $49.0M beat $48.21M and FY26 guide affirmed at $192–196M with adjusted EBITDA crossing to +$0.4M, but commercial CGT growth halved to +9% YoY from +26%. The narrative leg is now the profitability… ETON Eton Pharmaceuticals, Inc. MEDIUM The post-print re-rate topped at an all-time closing high of $64.43 on 2026-08-24 and faded 7.2% to $59.78 by 2026-08-28, with no broker revision since 2026-08-14 and a second Form 4 disposal (director, 2026-08-28) after the CEO's 100,000… 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… FDMT 4D Molecular Therapeutics, Inc. MEDIUM Wet-AMD durability re-rating off the 2026-07-18 PRISM 2-year data (78% injection-burden reduction, 2.7 vs 12.0 projected, n=30) is cooling without news: from the 2026-08-21 close of $15.83 the shares closed $14.67 on 2026-08-28, 12.5%… LIFE Ethos Technologies Inc. MEDIUM Guidance-durability re-rating broke to new highs — the 2026-09-04 close of $39.85 (+5.67% on the session) versus $34.16 on 2026-08-21, 52-week high $40.97 — with the only dated company event inside 30 days the CEO's 2026-09-09 Goldman… 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… MNKD MannKind Corporation MEDIUM Legacy inhaled-insulin story pivoting: Q2 2026 marketed products grew 111% YoY and now exceed the Tyvaso DPI royalty line, which grew just 4%. INFLO-1 Phase 1b IPF data, guided to Q3 2026, is the next dated event. The narrative is maturing… 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… OABI OmniAb, Inc. MEDIUM Milestone-flywheel re-rating extended past the 2026-08-22 note: a +8.78% session on 2026-08-24 made a new 52-week closing high, then price eased to $4.47 on 08-28 with RSI(14) cooling from 97.6 to 77.3. The 2026-08-26 release put two dated… OMER Omeros Corporation MEDIUM Launch-ramp re-rating has stopped extending and started digesting: the 2026-09-02 close of $18.86 sits 2.4% under the $19.32 52-week high with RSI(14) back to 63.2 from 92.0 on 2026-08-21, and no Omeros disclosure is dated after the… SGMT Sagimet Biosciences Inc. Series A MEDIUM IND clearance (2026-08-13) has converted into a schedule: sites identified, CRO engaged, AURORA screening from October 2026, first patient shortly after (2026-08-25). Price closed at the 52-week high of $10.99 on 2026-09-02 with RSI(14)… SRPT Sarepta Therapeutics, Inc. MEDIUM Post-crisis rare-disease cash engine re-rating: the 2026-08-05 Q2 print showed $945.0M cash (up $197M in the quarter), a stable $230.6M PMO franchise and operating profitability, and the shares have run 44.7% in three months to within 8.0%… BMEA Biomea Fusion, Inc. LOW Icovamenib's beta-cell-preservation story got a dated readout when COVALENT-211 completed enrollment on 2026-08-24, but the same release pushed 26-week topline to Q1 2027 — against $35.2M cash at 2026-06-30, runway into Q2 2027 and… 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… EOLS Evolus, Inc. LOW Margin-inflection re-rating has run to a new 52-week high — the 2026-09-04 close of $9.30 is +39.2% over three months with RSI(14) at 80.6 — on no company news since the 2026-08-05 Q2 print. HIMS Hims & Hers Health, Inc. LOW GLP-1 reaccel gets marked to market on 2026-08-10: guide $680-700M (+25-28%) vs Q1's +4%, street at $698.9M. Since the last note the FTC/CA/UT sued (2026-07-29, N.D. Cal.), BofA cut $37 to $30, and Amazon ($50/mo Medicare GLP-1,… MRVI Maravai LifeSciences Holdings, Inc. LOW The Moderna read-through leg has round-tripped most of its gain: after gapping +25.78% on 2026-08-19 and printing an $8.87 intraday high on 2026-08-25, MRVI closed $7.32 on 2026-09-04, 18.7% below the $9.00 series high, leaving the $7.24… OMDA Omada Health, Inc. LOW The post-print leg is fully retraced — $22.77 on 2026-09-04 versus $23.89 on 2026-08-21 and the $26.78 52-week high — leaving price under the mid-July pre-beat shelf despite eight sell-side target actions between 2026-08-03 and 2026-08-31.… 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… KYMR Kymera Therapeutics, Inc. fresh LOW Oral STAT6 degrader (KT-621) re-rated on early BROADEN2 enrollment (6/25) and the $10.9B AbbVie–Apogee read-through, but the analyst upgrade cycle topped with RBC's 7/13 downgrade to neutral and the binary topline is 2H-2026 — a maturing,… 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,… CNTA Centessa Pharmaceuticals plc SUPREME Closed cash-plus-CVR takeout; nothing trades. Lilly's UK scheme ($38.00 cash plus a non-transferable CVR of up to $9.00) went effective 2026-06-24, Form 15-12G dated 2026-07-06. Since the last note the only motion is registry-side:… CRNX Crinetics Pharmaceuticals, Inc. SUPREME The settlement claim resolved: the Vertex merger became effective 2026-09-01 at $85.00 a share in cash, Nasdaq trading was suspended before that day's open and a Form 25 was requested. The final print is $84.95 on 2026-08-31; shares are… FBRX Forte Biosciences, Inc. SUPREME The spread paid as contracted: argenx reported 19,894,879 shares tendered (~87.13%) at the 2026-08-26 expiration, completed the back-end merger at $77.00 cash on 2026-08-27 and ended the Nasdaq listing. The final print was $76.99, a cent… KALV KalVista Pharmaceuticals, Inc. SUPREME Resolved cash takeout, not a live security: Chiesi's $27.00/share acquisition closed 2026-06-11 and KALV stopped trading on Nasdaq that morning. An EDGAR check on 2026-09-05 shows no issuer filing since the 2026-08-14 Schedule 13G/A… 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… 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.… 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… ELE Elemental Royalty Corporation HIGH Post-EMX royalty roll-up still compounding: Q2 2026 revenue $23.8M vs $9.1M a year earlier, guidance affirmed at 17,000–21,000 GEOs while gold traded near $4,608/oz on 2026-08-28 against a $4,500/oz guidance assumption. The 2026-08-11… ESPR Esperion Therapeutics, Inc. HIGH Resolved and off the tape: the ARCHIMED take-private closed 2026-07-13 at $3.16 cash plus a non-transferable CVR of up to $100M, and Esperion filed a Form 15-12G on 2026-07-23 to suspend Exchange Act reporting. The last listed close was… 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… OGN Organon & Co. HIGH Deal-pinned arbitrage with no discretionary leg left: the $14.00 all-cash Sun Pharma merger was approved by holders 2026-07-23, and the 2026-09-04 close of $13.78 leaves $0.22 gross into a stated early-2027 completion against a 2027-01-26… 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… 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… 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… TECH Bio-Techne Corp HIGH Merger arb pinned 57 cents under Merck KGaA's $73.00 cash bid: the 2026-09-23 special meeting is dated, and the HSR clock restarted by the 2026-08-19 refiling should lapse around 2026-09-18, with no FTC clearance and no second request… ABT Abbott Laboratories MEDIUM Two named overhangs cleared in August and the tape handed the gain back: $112.47 on 2026-08-28 to $108.33 on 2026-09-04, RSI(14) 61.7 to 44.9, with the $103 post-Q2 gap shelf now 4.9% below. The narrative is saturated — retail-facing… ABX Abacus Global Management, Inc. MEDIUM The $9.00 shelf still holds — $9.61 on 2026-09-04 against $9.27 on 2026-08-14, RSI(14) 59.7 — with the $100M repurchase live since 2026-08-17 the only identifiable new bid and no company release since 2026-08-24. What remains is a… ALKS Alkermes plc MEDIUM Legacy CNS commercial base converting into an OX2R sleep franchise on alixorexton; mechanism risk cleared with the FDA's 2026-08-05 ORZEYFUL approval, yet the 2026-08-28 close of $47.41 is 14.1% under the $55.22 high and the 2026-08-24… ANRO Alto Neuroscience Inc. MEDIUM Precision-psychiatry re-rate now running on flow alone: no company news since the 2026-08-27 CFO promotion, no new sell-side revision since H.C. Wainwright's $55 on 2026-08-17. The 2026-09-04 close of $35.55 sits 3.0% under the $36.64… AVLN Avalyn Pharma Inc. MEDIUM Post-IPO inhaled-antifibrotic re-rating rebuilt to the 2026-09-04 close of $37.39 from the 2026-08-28 close of $34.69 with no company disclosure since the 2026-08-24 ERS notice; the 2026-09-07 posters carry no FVC data, leaving the… 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… 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… CERT Certara, Inc. MEDIUM The self-help leg is intact and quiet: FY26 guidance was reaffirmed at the 2026-08-04 Q2 print ($367–382M revenue, $0.31–0.36 adj EPS), the ~$13M cost takeout first shows up in Q3 numbers, and the shares have held four closes between $8.13… 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… CMPS COMPASS Pathways Plc MEDIUM Clinical binary resolved 2026-07-07; what trades now is regulatory execution — rolling NDA completion guided Q4 2026, H1 2027 launch, $433.3M cash into 2028. The 2026-09-14 FDA hearing on supervised psychedelic administration is the only… DSGN Design Therapeutics, Inc. MEDIUM Frataxin-protein-surrogate leg: RESTORE-FA's primary endpoint is now blood FXN protein change, and Larimar's FDA alignment on skin FXN as a surrogate for accelerated approval gives that path an external precedent. The company has issued… 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… 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… 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… 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… 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… KNSA Kiniksa Pharmaceuticals International, plc MEDIUM Post-print commercial re-rating has stopped receiving new information: the $980–995M FY26 ARCALYST guidance raise is 33 days old, no sell-side target has moved since 2026-07-30, and the 2026-08-12 fireside produced no number. Price closed… LBRX LB Pharmaceuticals Inc MEDIUM Single-asset schizophrenia binary where the sell-side keeps marking up behind a flat tape: H.C. Wainwright went $45→$60 on 2026-08-24, lifting the eight-analyst average to $53.38 against a 2026-08-28 close of $47.73, while RSI(14) cooled… LGND Ligand Pharmaceuticals Incorporated MEDIUM Royalty-aggregator compounding story: Q2 (2026-08-06) royalty revenue $48.0M was +32% YoY, adj EPS $2.37 beat $1.84, and the FY26 EPS floor rose to $9.00–$9.50 with XOMA (closed 2026-07-14) adding ~$1.50 in 2027. The shares sit at $285.60,… MGTX MeiraGTx Holdings plc MEDIUM The $400M Oberland royalty deal (2026-07-07) took dilution and runway risk off the table and spiked MGTX to a new 52-week high of $15.35 before a fade to ~$12.44 — a non-dilutive re-rate of a three-program AAV gene-therapy pipeline, but… 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… 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… PGEN Precigen, Inc. MEDIUM PAPZIMEOS launch-ramp durability is the binary — the first FDA-approved RRP therapy printed $21.6M net product revenue in Q1 2026, and the now-confirmed Aug 4 Q2 print (announced Jul 21) grades whether the ramp compounds sequentially or… PTGX Protagonist Therapeutics, Inc. MEDIUM De-risked dual-royalty story accelerating into a binary: icotrokinra (oral IL-23, J&J) already approved and paying 6–10% royalties; rusfertide (PV, Takeda) into a Q3 2026 PDUFA. Stock at a fresh ATH ($143.29, Jul 20) as the PV theme runs —… 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.… 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… SEPN Septerna, Inc. MEDIUM Post-print breakout failed: the 2026-09-04 weekly close of $36.75 lost the $38 shelf top and put price back inside the July $33.10–$38.04 range, RSI(14) at 15.3, with no adverse company news since the 2026-08-10 Q2 beat. Six broker targets… 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.… TNXP Tonix Pharmaceuticals Holding Corp. MEDIUM Tonmya's second full launch quarter printed ~$11.0M net sales and 12,592 prescriptions (+100% QoQ) on 2026-08-10, roughly 1.75x the $7.723M revenue consensus, while the stock closed 2026-09-04 at $13.14 — 57.9% under its $31.21 52-week… 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… UROY Uranium Royalty Corp. MEDIUM The equity cooled from $4.38 (2026-08-21, RSI 79.9) to $4.25 (2026-08-28, RSI 55.3), leaving a maturing narrative whose only company-dated test is the first combined-company report, estimated ~2026-09-14. 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,… ABEO Abeona Therapeutics Inc. LOW The post-print drift has continued without repair: the 2026-08-28 close of $5.92 sits two cents above the $5.90 shelf the prior note named as the break, with RSI(14) at 21.8 and no Abeona press release at all between 2026-08-13 and… AKBA Akebia Therapeutics, Inc. LOW VOICE outcomes win (USRC trial stopped early, June 2026) de-risked Vafseo's dialysis-anemia case, but the tape bled to ~$1.22, only ~48% above the $0.82 low and still fading; the late-July/early-August Q2 print is the binary —… 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… AMRX Amneal Pharmaceuticals, Inc. LOW Legacy-generics-to-specialty re-rate is intact on fundamentals — 2026-07-30 Q2 beat, second FY2026 raise, Kashiv closed 2026-08-10 — but the tape has bled to a 2026-09-04 close of $17.44 with RSI(14) 31.4, and the 2026-09-03 shelf… 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… APPS Digital Turbine, Inc. LOW Post-Q1 re-rating story: the 2026-08-05 print showed revenue $166.0M (+27% YoY), App Growth Platform +56%, adjusted EBITDA +69%, and FY2027 guidance raised to $650–670M — but the shares have given back most of the 43% pop and closed… AVTR Avantor, Inc. LOW The post-print re-rating extended a third leg: $14.97 on 2026-09-04 versus $14.58 on 2026-08-28, now 4.0% under the $15.60 52-week high, with RSI(14) back up to 71.2 and no company press release since 2026-07-29. Price sits above six of… 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… 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… 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… CABA Cabaletta Bio, Inc. LOW Autoimmune CD19 CAR-T reset story, now funded — $225.1M cash at 2026-06-30, runway into mid-2027 — but registrational RESET-Myositis data are guided to mid-2027 and the BLA to 2H27, so no clinical datapoint resolves inside 30 days.… CERS Cerus Corporation LOW Two lower weekly closes now sit under the broken $2.70 shelf — $2.65 on 2026-08-28, then $2.59 on 2026-09-04 — with RSI(14) at 24.3 and an empty news tape behind the decline. The operating record is unchanged (FY26 product guide $229–231M,… CLPT ClearPoint Neuro, Inc. LOW Picks-and-shovels delivery play on CNS gene therapy: ClearPoint's SmartFlow cannula and MRI navigation are the standard route to the brain for uniQure's AMT-130 Huntington's BLA (soft Q3-2026 window). The June re-rate held near $18.72… 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… CPIX Cumberland Pharmaceuticals Inc. LOW Deal-arb thesis is now spent: the $100M Apotex asset sale closed 2026-07-01 after a 99.84% shareholder vote on 2026-06-24, so the dated binary that drove the ~3.2x off $1.85 to a $7.36 high is consumed. What remains is a cash-rich clinical… CRL Charles River Laboratories International, Inc. LOW The August demand-recovery repricing is complete and the leg now rests on one date: the 2026-09-24 Investor Day, where long-term financial targets get reset. The 2026-09-04 close of $288.5 sits 3.4% under the $298.58 52-week high with… 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… DXCM DexCom, Inc. LOW CGM leader's recovery has aged from catalyst-pop to an analyst-revision grind — Mizuho $90 (7/15), Truist $87 (7/16) into a ~7% two-day pop to $76.65 — but price is high-$70s still under the 200-EMA and the confirmed July 30 Q2 print is… GDRX GoodRx Holdings, Inc. LOW Legacy-marketplace pivot: Pharma Direct +76% YoY and subscriptions +39% now carry the story while prescription transactions fall 26%, but the 2026-08-05 guidance raise to $790–805M has a bid — shares closed $3.48 on 2026-09-04, 30.8% under… 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,… GTN Gray Media, Inc. LOW August's double catalyst — the FCC's 2-1 repeal of the 39% ownership cap (2026-08-06) and the Q2 beat-and-raise (2026-08-07) — keeps decaying: the 2026-08-28 close of $4.83 sits 20.5% under the $6.07 52-week high with RSI(14) at 45.6… 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… HROW Harrow, Inc. LOW Show-me on an H2 ramp with nothing company-dated to resolve it before the ~November Q3 print: the reaffirmed $350–365M FY2026 guide needs the back half to roughly double H1's $114.9M against $292.4M loans payable net, and sell-side FY… IRWD Ironwood Pharmaceuticals, Inc. LOW Third straight fortnight of drift: $4.29 on 2026-08-21 to $4.26 on 2026-09-04, RSI 46.8, 21% under the $5.39 high, with the raised 2026-08-06 FY26 guide (revenue $460–485M, adjusted EBITDA above $310M) attracting no new bid. A deleveraging… 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… KODK Eastman Kodak Company LOW The post-print advance has round-tripped its momentum: the 2026-08-04 AM&C inflection ($105M, +40% YoY) is still the only evidence for the pivot, and with no Kodak filing since then the 2026-09-04 close of $9.29 sits on the $9.20 shelf… 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… 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… MAZE Maze Therapeutics, Inc. LOW APOL1 kidney proof-of-concept intact and funded into 2029, but the only news since the last note was a conference calendar: the 2026-09-02 release scheduled fireside chats on Sept 9, 10 and 15 and repeated the late-2026/early-2027 HORIZON… 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… 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… MYGN Myriad Genetics, Inc. LOW Legacy hereditary-cancer testing house executing a diagnostics pivot; shares +40% off the June $3.99 base as Prolaris+AI launched (May 26) and Precise MRD colorectal/renal was pulled forward to Q3. Structure has repaired but now… NEO NeoGenomics, Inc. LOW Oncology-dx turnaround accelerating — NGS +26%, PTEN IHC CDx (first FDA IHC companion dx in prostate, paired to AZ's TRUQAP) launched Jul 9, and TD Cowen $14→$19 / BofA $11→$16 on Jul 13 lifted consensus to ~$15.67, back above spot. But Q2… ODD ODDITY Tech Ltd. LOW Broken compounder with exactly one dated event: the 2026-09-09 pre-market Q2 print. Price ran $13.22 (2026-08-21) to $14.35 (2026-08-28) on no company disclosure since 2026-07-22, leaving it ~30% above the $11.07 consensus target of 10… 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,… 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… SDGR Schrodinger, Inc. LOW Agentic-AI software leg: the 2026-08-05 Bristol Myers Squibb agreement to deploy Bunsen at scale landed with a double beat (Q2 revenue $58.889M vs $47.228M consensus) and a raised drug-discovery guide of $65–75M. ACV grew 27% while… 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… SPRB Spruce Biosciences, Inc. LOW Ultra-rare ERT filing story cooling: after the 2026-08-24 pre-BLA clearance the news flow stopped, and the shares drifted from the 2026-08-28 close of $60.78 to $57.93 on 2026-09-04 with RSI(14) back to 58.1 from 77.6. Nothing… SPRY ARS Pharmaceuticals, Inc. LOW Single-product epinephrine name whose one catalyst — a July no-prior-auth formulary add for neffy — came and went unpaid; the stock has since broken its old $6.66 52-week low to fresh lows near $6. The neffy ramp is real but the access… 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,… 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. 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… 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… VERU Veru Inc. LOW The Novo squeeze is fully round-tripped and the funding answer arrived on 2026-07-02: a $21.8M at-the-market program via Oppenheimer/Canaccord. At $2.42 (07-15) that is ~9M shares against ~16M outstanding — the company will now sell stock… 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… VKTX Viking Therapeutics, Inc. LOW The stock has round-tripped its ECO move — $32.16 on 2026-08-28, 23.7% below the $42.13 high, the ~$34 line gone since 2026-08-14. The only company-guided 2026 event left is the VK2735 maintenance readout, a Phase 1 whose weight endpoint… WING Wingstop Inc. LOW Two analyst target cuts in ten days (Wells Fargo to $170, DA Davidson to $200) into the 2026-07-29 Q2 print signal de-risking ahead of the H2 comp-turn binary; a ~50% relief bounce off the $116.35 low is unproven, and the print — not… 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… XTLB XTL Biopharmaceuticals Ltd. LOW The compliance-cure leg is spent and the $2.70 private-placement shelf broke — $2.47 on 2026-08-28 — even as the psychedelics complex got its loudest policy headline of the year on 2026-08-18 (University of Miami's 1994 ibogaine IND handed… 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…