Jan. 15 at 7:45 PM
Change in share prices for all comm'l-stage oncology focused bios since last Friday (before the start of JPM). Note the share prices are intra-day as of Thursday 1/15/26 for entertainment purposes.
The XBI is up slightly so far for the week yet only 4 of the 24 (market caps over
$300MM) are trading meaningfully higher.
$IBRX is the big winner after reporting impressive data in lung cancer. Just remember last year at JP Morgan the IBRX CEO said money was no problem because they can always issue more stock.
$SNDX is unchanged. Many SNDX loyalists were hoping Incyte would announce their acquisition at the start of the week. One SNDX analyst pulled their FY2029 estimate at the start of the week but it appears it was re-added. SNDX FY29 estimates are higher than last Friday. SNDX is our #1 holding which is why we post so often.
$NUVB is a loser after reporting Q425 product sales that appears to have disappointed.
$AUTL missed & guided FY26 below ests
We don't see any new
$VSTM news. Any input?