TGTX · TG Therapeutics, Inc.

SYRE

Spyre Therapeutics, Inc.

Accelerating TL1A/I&I platform: SPY001 Part A de-risked UC (Robarts −9.2, p<0.0001); next leg is SPY002 "mid-2026" open-label Part A induction. Abivax obefazimod's Phase 3 malignancy signal (6/4) cleared an oral UC competitor and drove DB to $115 (Citi $97, Stifel $107) while stock ~$75 near 52wk-high $78.80. Binary-readout name into the print.

DRTS

Alpha Tau Medical Ltd.

Commercial-validation leg accelerating: Tolmar's 2026-06-03 US prostate deal ($35M upfront, up to $161.5M milestones, $20M equity at a 34% premium) stacked on strong 2026-06-01 ASCO pancreatic OS data (median up to 17.1mo) and two analyst PT raises in a week. Clinical-stage alpha-radiation narrative re-rated; next binary is summer H&N data.

LQDA

Liquidia Corporation

YUTREPIA ramp accelerating (Q1'26 net sales $129.9M, +44% QoQ, profitable) and the legal tail just got cut: the 2026-06-04 SCOTUS Hikma v. Amarin skinny-label ruling takes forced NDA withdrawal off the table, shifting the '327 trial (begins 2026-06-23) toward damages-not-injunction. Stock gapped +18% to a 52-wk high.

ALKS

Alkermes plc

Orexin sleep-medicine re-rate: Takeda's Phase 3 + FDA priority review validated the OX2R class, and Alkermes' alixorexton posted positive Phase 2 in both NT1 (Vibrance-1) and NT2 (Vibrance-2), with Phase 3 underway and an IH readout due Q4 2026. Avadel/LUMRYZ adds a sleep sales force. Detailed Vibrance-2 NT2 data at SLEEP 2026 (2026-06-17) is the near-term tell but the stock is parabolic at the 52-week high into a non-binary print.