Filtered library · Theme
biotech-precision-therapeutics theme · 18 dossiers
Dossiers in the biotech-precision-therapeutics theme cluster — 18 names moving on shared catalysts.
All dossiersRVMD
KRAS-franchise leadership accelerating after 2026-04-13 daraxonrasib Phase 3 doubled survival vs chemo in pancreatic cancer; FDA submission pending, $2B raised at $142 funds commercial launch, zoldonrasib G12D data (52% ORR, 93% DCR) adds…
ELVN
Dual-binary precision-oncology event window: ELVN-001 (BCR-ABL, vs Scemblix 67.7% MMR@48w ASC4FIRST 2024-06) + ELVN-002 (HER2-selective TKI) into AACR 2026-04-27 (T-5d) and ASCO 2026-05-31 (T-39d). Narrative ACCELERATING; $280M cash…
JBIO
Binary Phase 1 biomarker interim (H1 2026, most likely within 30d) into a tape that's +43% in 2 weeks to a 52-week high. Mechanism de-risked by VERA ORIGIN P3 (NEJM 2025, PDUFA 2026-07-07). Accelerating but crowded — probe sizing only,…
LGN
Post-secondary clearing trade on Blackstone-backed HVAC/mechanical roll-up re-badged as AI data-center power/cooling pick-and-shovel. 2026-04-08 block at $54 cleared the overhang; GS $72 / Tigress $85 PT bumps on 2026-04-16 re-rated the…
NKTR
REZOLVE-AA Phase 2b primary hit 2026-04-20 (29%/31% SALT response) de-risks REZPEG Treg-IL-2 mechanism; analyst cluster now chasing (BTIG $178, HCW $185, Citi $151, Wedbush $95 Neutral). Same-day $250M secondary caps the squeeze leg — edge…
TSHA
Rett syndrome gene therapy narrative accelerating on TSHA-102 durability data + Canaccord PT raise to $17 (2026-04-06). Binary-catalyst setup into next REVEAL pediatric cohort update and Q1 cash/runway print (~mid-May 2026). Archetype 5 —…
ANAB
[Stage 1 PRIORITIZE] Outpacing SGMT in same biotech-precision theme (+57pp vs +51pp, momentum top 1%); fresh untested name — Stage 2 should decide whether to add or rotate from SGMT.
APGE
Pure-play next-gen Dupixent disruptor with half-life-extended IL-13/IL-4Rα/OX40L antibodies; APG777 Part B dose-optimization data in atopic dermatitis is the next binary. DORMANT — framework-ready, not actively in play without fresh price…
AVNS
AVNS agreed 2026-04-14 to go private at $1.272B all-cash to American Industrial Partners — narrative is DEAD and replaced by merger-arb pin. No momentum trade here; tape will flatline into close. Skip for our playbook.
CADL
[Stage 1 DEFER] Biotech archetype-5 binary catalyst with 5/15 extended-FU Phase 3 conference call ~2 trading days out — hard earnings-blackout rule applies, no fresh entries within 3 TD of binary.
DAWN
Single-asset pediatric-oncology binary: Ojemda (tovorafenib) ramp + FIREFLY-2 front-line pLGG P3 is the whole story. DORMANT tape, no fresh catalyst inside 30d other than ~2026-05-07/14 Q1 print and ASCO 2026 abstract drop — not a…
ORKA
Pre-revenue long-acting psoriasis biologic story with 6 sell-side upgrades in 9 days (Apr 6–15 2026) and zero corroborating filings — textbook pre-offering setup, not a clean narrative leg. Wait for either an S-3 print (thesis kill) or a…
RAPP
RAP-219 Phase 2a FOS data (77.8% median seizure reduction, Dec 2025) pulled Phase 3 forward to Q2 2026 and drove a 5× rally to $39.71; AAN 8-wk follow-up podium on 2026-04-21 is a binary inside 24h, and current price is 6% below 52-wk high…
RLAY
Binary-catalyst precision oncology setup into ASCO 2026 abstract titles (2026-05-23) and Q1 print (~2026-05-07). Split sell-side ($18 Jones Hold vs. $21 Barclays OW) = undecided market; RLY-2608 PI3Kα breast cancer data is the only thing…
RLMD
Post-blowup CNS microcap in dead zone — no dated Phase 2b Sepranolone or RELIGHT readout inside 30 days. Only near-term event is the ~2026-05-15 Q1 10-Q, which is an ATM/runway reveal, not a thesis-igniter. DORMANT: watchlist only, no…
SMMT
New position, not held. Rules 1/2/4/5/6 fire on momentum (rank 35/3824, +45pp vs SPX 20d, 1.76x vol, RSI 70.8, StockTwits +193% 3d/14d) and theme is ACCELERATING, but dossier discipline is explicit: archetype-5 single-asset binary on…
TNGX
Binary PRMT5i catalyst: TNG462 AACR 2026 poster drops between Apr 25–30 (abstracts Apr 21–23), repricing the stock ±30–60% in one session. No tape confirmation, no pre-data accumulation signal validated — stays DORMANT/LOW until structure…
TVTX
FILSPARI FSGS approval fired 2026-04-14 with 6 same-day PT hikes ($44–$56); T+8 sessions into post-binary drift window. DORMANT until either a weekly close above 2026-04-14 gap-high on >1.5x volume (breakout entry) OR Q1 print…