May. 31 at 7:39 PM
The XBI is up 7% so far in Q2 2026. Commercial-stage oncology focused bios have generally traded consistent with, if not slightly better than, the XBI. Attached are the QTD change in share price for all such bios.
Share prices of
$VSTM $SNDX &
$GERN are all off 15-20% over the quarter. Since SNDX was arguably the strongest oncology focused bio in Q126, perhaps this reset is not as alarming as it may appear.
$CORT is up 72% this quarter to date but has more than doubled since closing at
$32 in mid-March 2026.
$ARVN traded for
$14.00 per share in the weeks leading up to Veppanu's FDA approval in early May (off 36%).
This is not investment advice. We're simply sharing analysis.
