Dec. 24 at 8:02 PM
Commercial-stage oncology focused bios winners & losers YTD FY2025.
We count 6 M&A exits between March & September 2025 (highlighted in green). It's been quiet since.
There was no M&A in this specific peer group for 6 months the prior year between 9/1/24 & 2/28/25.
This is not investment advice.
$KPTI is a textbook example of why shareholders are usually penalized for those that do not sell within 2 years of FDA approval.
$NUVB has been the best performing stock in this peer group YTD. We suspect NUVB (with URGN & SNDX) will sell by mid-2026.
It will be 2 years since TIL was first approved for
$IOVA on 2/16/26. IOVA has finally started to recover after a brutal FY2025.
$DAWN is next to hit 2 years on 4/23/26 (tied with IBRX).
$AUTL ?
