Theme watch · accelerating
Oncology and immunology stocks to watch · October 2026.
As of 26 October 2026
Genmab's two Phase 3 wins in October 2026, Rina-S in ovarian cancer and epcoritamab in lymphoma, make its own drugs a credible second engine…
Halozyme Therapeutics' royalty stream is still compounding on partner growth such as argenx's $1.721 billion third-quarter Vyvgart sales.…
Iovance Biotherapeutics' case rests on Amtagvi sales meeting its raised FY2026 revenue guidance of $410–420 million. The Q3 report, expected…
Eli Lilly's tirzepatide sales growth and rising analyst targets carried the shares to a $1,306.69 record close on 22 October 2026; the 29 October…
Verastem's KRAS G12D drug VS-7375 has a funded path to a first-line pancreatic Phase 3, but ovarian revenue slipped and a rival drug is approved;…
"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 theme, 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 closing prices, through the last completed session, then the rest by conviction. The research decides which stocks belong to each theme; this one currently reads as accelerating.
Questions
- What oncology and immunology stocks does FrontierPicks cover?
- As of 26 October 2026, the oncology and immunology stocks FrontierPicks tracks are led by GMAB, HALO, IOVA, LLY, each with a dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest by conviction.
- Is the oncology and immunology stocks theme accelerating or slowing?
- FrontierPicks reads this theme as accelerating as of 26 October 2026. Cancer-drug developers are being revalued on data released around the European Society for Medical Oncology (ESMO) congress. Iovance Biotherapeutics (IOVA) reported a 62.5% overall response rate for lifileucel plus pembrolizumab in frontline advanced melanoma on 23 October. Genmab (GMAB) announced positive Phase 3 results for rinatabart sesutecan in ovarian cancer the same day. Eli Lilly (LLY) presented olomorasib data showing a 62% overall response rate on 25 October. The theme is accelerating because the data keep coming: on 25 October Genmab updated its colorectal results for petosemtamab, with response rates of 75% first-line and 67% second-line, and BTIG reiterated its buy rating and $24 target on Verastem Oncology (VSTM) on 19 October. Halozyme (HALO) joins this week after an 26 October clinical presentation for RYBREVANT FASPRO, which uses Halozyme's ENHANZE drug-delivery technology.
- 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 by conviction. The full method is on the methodology page.
Related
As of 26 October 2026