Theme watch · accelerating
Oncology and immunology stocks to watch · August 2026.
As of 25 August 2026
First-ever positive Phase 3 for an mRNA cancer therapy (INTerpath-001, 2026-08-19) re-rated MRNA 177.0% in one session to $174.38 and swapped the…
CSL exit hands back global KOSTAIVE plus flu/RSV/EBV rights, $12M cash and ~$16M of released liabilities, against $191.5M cash and runway guided…
Single-asset CAR-T regulatory story: NXC-201 posted a 95% CR rate (19/20) in NEXICART-2 on 2026-05-21 and holds FDA Breakthrough Therapy…
Commercial-execution re-rating still working on no new information: after the 2026-08-03 guidance raise to $140–150M and the 2026-08-11 Q2 beat…
Post-print leg held and extended — 2026-08-21 close $17.14, 1.3% under the 52-week high of $17.36 — while the news line went quiet after the…
Two overhangs closed in three weeks: the $105M Alexion settlement (2026-07-29) ended the Ultomiris dispute and pushed runway through 2028, and Q2…
"3-mo price move" is the stock's market price change, not a FrontierPicks return. The "3-mo price move" column is one of the three inputs to that score, weighted 20% — not the ranking itself, so rows do not descend in it. A dash means the name did not place in this week’s top-50 momentum scan, so it has no published 3-month figure.
How this page is built
These are the names FrontierPicks covers in the oncology and immunology stocks cluster — each with a dated research dossier. Names on the momentum board rank first by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closes, then the rest of the covered roster by conviction tier. Cluster membership is assigned by a frontier model, currently read as accelerating.
Questions
- What oncology and immunology stocks does FrontierPicks cover?
- As of 25 August 2026, the oncology and immunology stocks FrontierPicks tracks are led by MRNA, ARCT, IMMX, AUTL, each with a dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest of the covered roster by conviction tier; this is research, not a recommendation.
- Is the oncology and immunology stocks theme accelerating or slowing?
- The FrontierPicks model reads this cluster as accelerating as of 25 August 2026. The Moderna/Merck cancer-vaccine breakthrough coverage (2026-08-20) and 'Moderna Doubles' (2026-08-19) reset attention across mRNA names; ARCT's one-month score (157.7) now exceeds its three-month (102.7), the signature of new rather than carried momentum. The leader has already given back ground — MRNA slid on 2026-08-24 after the rally and its 3m score (197.3) sits above its 1m (157.8); a second down week in MRNA with no new trial data would make this maturing.
- How does FrontierPicks rank oncology and immunology stocks?
- Every name links to its dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest of the covered roster by conviction tier. Methodology is open; this is research, not advice.
Related
As of 25 August 2026 · research, not advice.