Filtered library · Theme
oncology-immunology theme · 52 dossiers
Dossiers in the oncology-immunology theme cluster — 52 names moving on shared catalysts.
All dossiersTNGX
Tango Therapeutics, Inc.
The June-8 vopimetostat + daraxonrasib combo print (92% ORR, 90% 6mo PFS, 100% DCR in 2L/3L MTAP-deleted PDAC) de-risked the PRMT5 story into a credible 1L-pancreatic franchise and live M&A target, and sell-side keeps chasing (Jefferies…
SYRE
Spyre Therapeutics, Inc.
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, overdue)…
KYMR
Kymera Therapeutics, Inc.
ALKS
Alkermes plc
Legacy CNS company re-rating into an orexin (OX2R) sleep-medicine leader: Vibrance-2 NT2 hit dual primary endpoints (2026-06-17) with no sell-the-news, and analyst PTs ripped to $61 post-print. Narrative accelerating but extended; next…
ALMS
Alumis Inc.
Best-in-class oral TYK2 narrative accelerating after Phase 3 psoriasis wins (PASI 100 ~40% at Week 24); the Q3 2026 LUMUS Phase 2b lupus topline is the binary that either re-rates the platform into a multi-billion indication or caps it as…
AVTX
Avalo Therapeutics, Inc.
Post-LOTUS de-risked anti–IL-1β (abdakibart) story: the May 5 Phase 2 HS win (HiSCR75 ~42% vs 26% placebo) already re-rated the stock ~4x, and it is now fully funded into 2029, Russell-included, with sell-side initiating at $35–$38. But…
CGEM
Cullinan Therapeutics, Inc.
Re-rated ~3x off the $5.68 low as the CD19 T-cell-engager-in-autoimmune narrative accelerated; CLN-978 remissions in lupus/RA (Immunology Day 2026-06-10) drove it. Now bull-flagging under the $19.43 high with no hard-dated catalyst until…
DNTH
freshDianthus Therapeutics, Inc.
Single-asset complement biotech (claseprubart/DNTH103) broke out to a new 52-week high near $102 in July, reclaiming and extending well above the $81 March offering shelf as the Sanofi same-mechanism CIDP fear faded and analyst PTs…
DRTS
Alpha Tau Medical Ltd.
Head-and-neck re-acceleration: a 2026-06-23 first-ex-US glioblastoma treatment drove a +17.9% breakout to new 52-week highs (~$12.56 on 7/11), reclaiming the $11.99 Tolmar equity shelf. The 2026-07-21 AHNS podium with complete Alpha DaRT +…
ELVN
Enliven Therapeutics, Inc.
Post-EHA, de-risked best-in-class oral BCR::ABL1 asset (ELVN-001) heading to Phase 3 ENABLE-2 (2H 2026), over-funded at >$800M pro-forma after the $37.50 raise. The June 11 catalyst is spent, yet the sell-side is re-rating hard (PTs…
GH
Guardant Health, Inc.
Blood-based CRC screening narrative still accelerating: a second July cluster of PT raises pushed the Street high to $215 (Citi, 7/8), ~$40 — above June's $175 peak. GH is the theme leader re-rating higher, but the only fuel before the…
GLUE
Monte Rosa Therapeutics, Inc.
Molecular-glue degrader story accelerating: Novartis-validated platform ($150M upfront, $2.1B milestones) plus a wholly-owned NLRP3/NEK7 asset (MRT-8102) that cut CRP 85% in Jan-2026 interim data. Guggenheim named GLUE an H2 top pick (PT…
ILMN
Illumina, Inc.
Legacy genomics monopoly in recognition-phase momentum on a clinical-sequencing inflection; sell-side just clustered at $200 (Guggenheim 06-29, Piper 07-01, Evercore 07-06) and 07-09 options whale alerts confirm positioning into the…
NRIX
Nurix Therapeutics, Inc.
Bexobrutideg BTK-degrader franchise is re-rating: six firms raised targets to $32-40 on 2026-07-10, one day after a 44% Q2 revenue miss the sell-side dismissed as collaboration-revenue noise. EHA 2026 CLL durability is the driver, but the…
PSNL
Personalis, Inc.
Ultrasensitive MRD liquid-biopsy theme still ACCELERATING: the June-5 reversal off $12.53 was reclaimed and PSNL printed a fresh 52-week high $13.37, closing ~$13.02 (June 26) above every analyst PT on four Medicare wins, ASCO data and a…
RLAY
Relay Therapeutics, Inc.
Post-binary momentum still accelerating: zovegalisib validated a 2nd indication (vascular anomalies, ReInspire 60% VRR, 2026-05-19) atop ~11-mo breast-cancer PFS; June upgrade cluster to $26–$28 (Barclays/RJ/HCW) and a break of the old…
RLMD
Relmada Therapeutics, Inc.
Failed-depression biotech reinvented as a funded oncology re-rate: NDV-01 bladder-cancer Phase 2 printed 76–80% 12-month complete response, FDA-aligned Phase 3 RESCUE starts mid-2026, a $160M PIPE at $4.75 funds it through 2029, and HC…
RVMD
Revolution Medicines, Inc.
KRAS-franchise re-rating maturing rather than breaking: the single 2L pancreatic Phase 3 win (median OS 13.2 vs 6.7 mo, HR 0.40, p<0.0001) is now backed by an NDA filed under the FDA National Priority Voucher, Breakthrough Therapy status,…
SNDX
Syndax Pharmaceuticals, Inc.
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…
TGTX
TG Therapeutics, Inc.
Profitable anti-CD20 franchise (BRIUMVI) repricing on a credible MG second act; the June 9 Phase 1 print and the second FY2026 guidance raise (~$925M global) are now in the tape, so the low-$50s buy an extended, post-catalyst move above…
VCYT
Veracyte, Inc.
Profitable precision-oncology dx compounder: Q1 beat-and-raise, ASCO OPTIMA/ENZAMET, and TrueMRD Medicare coverage drove it +40% to the top of its 52-wk range. Fundamentals still accelerating, but all three binaries fired, consensus PT…
VIR
Vir Biotechnology, Inc.
Post-fade base reclaim is live: shares pushed from ~$8.86 (Jun 17) back above the 50-DMA to ~$10 on roughly 5x average volume, with 11% short interest as fuel. The partnered Astellas/VIR-5500 TCE story is funded into H2 2028; the next hard…
ABVX
freshAbivax SA
Obefazimod's positive Phase 3 UC maintenance data (June 29) completed a de-risked oral pivotal package, but the binary has already fired: a +36% gap to ~$130 plus an $800M raise at $125 mark this as a MATURING, sell-side-caught story, not…
ANAB
AnaptysBio, Inc.
Pure-play Jemperli/imsidolimab royalty stub since the April spin-off; the entire equity now hinges on the 2026-07-14–17 Delaware Chancery trial on royalty reversion and rate preservation now 1–3 trading days out. A binary legal verdict,…
APGE
Apogee Therapeutics, Inc.
AbbVie's confirmed $135.11 all-cash takeout (announced 2026-06-23, ~$10.9B, ~49% premium to the $90.38 pre-bid close) caps the stock at the bid and extinguished the IL-13 momentum leg; the downgrade cluster reset ratings to Hold at the…
AVR
Anteris Technologies Global Corp.
TAVR disruptor whose de-risking catalysts (CMS CED 4/28, first US patients 5/5, French ANSM clearance 6/8) are now exhausted; price ran to a fresh ~$11.06 high then faded to $9.77 (7/10) on no news, back near the in-the-money $250M ATM…
BCAX
Bicara Therapeutics Inc.
Bifunctional EGFR/TGF-β narrative in HPV-negative head & neck cancer re-rated on three-year overall survival roughly double standard of care; but at fresh all-time highs near $29 the pivotal FORTIFI-HN01 interim isn't until mid-2027,…
BOLD
Boundless Bio, Inc.
Post-2026-06-23 reverse merger into Serapha Bio, this stopped being an oncology stock. The tradable object is a defined ~$44–48M pre-close cash dividend plus a ~3.7% stub in the AATD base-editing NewCo (future ticker AATD), not an…
CADL
Candel Therapeutics, Inc.
CAN-2409 narrative re-armed on the 2026-06-30 AURORA Phase 3 launch in post-ICI NSCLC a second pivotal program in a far larger indication plus an ex-AstraZeneca lung CCO hire; the stock cleared the old $9.27 high to an $11.36 peak, then…
CORT
Corcept Therapeutics Incorporated
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…
CRVS
Corvus Pharmaceuticals, Inc.
Clean Phase 1 AD binary resolved 2026-05-14 (sold off 28%), but since the ~$10 late-May low shares have re-rated ~55% to $15.67 (2026-07-10), reclaiming the 50-day as the oncology-immunology theme firms. The recovery runs into a summer…
DFTX
Definium Therapeutics, Inc.
Phase 3 depression win for DT120 already ran +60% in public; a seven-shop $50–$74 target band and a $700M raise at $34 are digested, not fresh. Post-catalyst name maturing under a dilution overhang the entry is a base that holds $34, not…
ERAS
freshErasca, Inc.
Best-in-class pan-RAS efficacy (ERAS-0015: 62–75% NSCLC ORR) already discounted through a ~48% post-print crash; stock round-tripped from ~$10 to ~$16 into overhead supply while the RevMed '225 patent fight and a securities class-action…
GERN
Geron Corporation
Post-launch broken-momentum hematology name: RYTELO 2L lower-risk MDS ramp is real but decelerating (Q1 2026 $51.8M net rev, +31% YoY) while the stock sits near its $1.04 52-week low, below every major MA. The only live re-rate is the…
IDYA
IDEAYA Biosciences, Inc.
Precision-oncology name digesting a $300M raise at $27.00 (priced 2026-06-09); analysts cut targets 2026-07-07 (RBC $48, Truist $63) while staying bullish. Darovasertib uveal-melanoma registrational path is the embedded option, but the…
IMRX
Immuneering Corporation
Post-ASCO sell-the-news biotech: atebimetinib's 17.3-month first-line pancreatic OS is real but single-arm, and the Phase 3 OS binary is ~2 years out (mid-2028). Near-term is a coverage and base-building story with no dated OS catalyst…
JBIO
Jade Biosciences, Inc.
JADE101's best-in-class Phase 1 binary fired clean (2026-06-01, ~70% IgA reduction, q12w dosing) and the dilutive $150M raise at $15 is now absorbed the stock re-based +31% off the low back above the ~$18 shelf (~$21.68) and drew a UBS Buy…
KURA
Kura Oncology, Inc.
Ziftomenib/Komzifti approval (2025-11-13) already de-risked the story; the Street's $24-28 targets underwrite a frontline-AML expansion gated to a 2028 Phase 3. Stock consolidates near its $12.49 52-week high on a slow launch ($5.8M Q1)…
MNPR
Monopar Therapeutics Inc.
De-risked Wilson-disease NDA but RSI 88.8 thin-float (6.7M) blowoff into EAN sell-the-news; squeeze-cap, no chase at the vertical.
NUVL
Nuvalent, Inc.
Precision-oncology momentum story resolved into an all-cash takeout: GSK's tender at $124/share (commenced 2026-06-24) pins NUVL to the deal price. It is now a merger-arb spread, not a narrative to ride every June downgrade reset its price…
NVCR
NovoCure Limited
TRIDENT, the binary the 2026 markup was built on, missed its overall-survival endpoint (topline 2026-06-18); shares fell ~20% to ~$14.50 and sit near $15.43. The miss was contained (it tested timing, not the core GBM indication), but the…
ORKA
Oruka Therapeutics, Inc.
Apogee-takeout sympathy (+40%) with no ORKA-specific catalyst until H2-26 + insiders selling into strength chasing someone else's deal.
RLYB
Rallybio Corporation
Special-situations reverse merger, not a momentum trade: 2026-06-01 Avenzo deal + $215M PIPE; combined co trades AVZO, closes Q4 2026. Stock holds near 52-wk highs (~$15.71, 2026-06-25) as the market credits stub+CVR optionality, but…
RZLT
Rezolute, Inc.
Binary biotech (upLIFT 6/8 interim) but the real de-risking topline is 2H-26 and the upgrade pop has faded idiosyncratic event-name with no near catalyst, consistent with prior WATCH.
SLS
SELLAS Life Sciences Group, Inc.
Squeeze + buyout speculation has overtaken the pre-binary run-up: SLS ran ~$9→$12+ in late June on record ~33%-of-float short interest and change-of-control severance amendments, not clinical data. The Phase 3 REGAL OS readout (78/80…
STRO
Sutro Biopharma, Inc.
Single-asset binary: equity re-minted around STRO-004 (DAR-8 Tissue Factor ADC) after lead luvelta was shelved despite a 32% ORR. Stock bounced from ~$25 to ~$30 on a stacking analyst cluster (Truist $50, 6/11), but it is drifting into an…
VOR
Vor Biopharma Inc.
Post-pivot autoimmune re-rating: Vor swapped failed cell therapy for China-approved dual BLyS/APRIL drug telitacicept (RemeGen deal, June 2025). Asset is de-risked and ~$19 sits far below the $45 average target but the global MG topline…
VSTM
Verastem, Inc.
Two-engine KRAS oncology name: the first-approved LGSOC drug (AVMAPKI FAKZYNJA) funds the real swing oral KRAS G12D inhibitor VS-7375 in PDAC/CRC/NSCLC. Sector theme accelerating but the tape is dormant at $5.53 vs $14–18 targets; the…
ZBIO
Zenas BioPharma, Inc.
Phase-3-positive, NEJM-published B-cell modulator obexelimab (56% IgG4-RD flare cut) with a BLA filed Q2 2026 into a no-approved-therapy indication a first-in-disease setup. But the marquee de-risking catalyst already fired and the stock…
ZURA
Zura Bio Limited
IL-17/BAFF bispecific (tibulizumab) ran on a 2026-06-29 enrollment beat in HS and SSc, but that's execution de-risking, not efficacy the real binary is Q4 2026 TibuSHIELD topline. The RSI mid-80s spike faded ~8% into July with no hard…
CLDX
freshCelldex Therapeutics, Inc.
ORIC
freshOric Pharmaceuticals, Inc.