Jun. 22 at 3:43 PM
It's been a difficult few weeks for all commercial-stage oncology focused biopharmas except
$URGN. The attachment shows the changes in share price for all commercial-stage oncology focused bios with market caps north of
$200MM from their closing highs in the first half of June 2025.
Only UroGen is closing a recent highs yet is still way off from a
$17.50 financing last summer when URGN raised just under
$110MM (UGN-102 was unapproved too).
17 of the 26 bios in this peer group are down more than 10% from closing highs in 1H June 2025. We'll post non-oncology shortly
$ADCT was up ~200% from May 2025 lows.
$KURA is a head scratcher since it trades for a fraction of its cash in the bank when Ziftomenib has a better side effect profile than, and a PDUFA date ahead of, Revnumenib from
$SNDX.
$RIGL
This is not investment advice.
