Feb. 5 at 6:45 PM
This post is dated 2/5/26 at 1:40 PM.
It's been a tough last 2 days in commercial-stage oncology focused bio. The
$XBI is off 4.0% from its close & a majority of bios in this peer group are trading lower.
$IOVA flirted with
$3/share just last week and, as of 1:30 PM is trading for
$2.40 (down 20%, half in the last 2 days). Those confident in TIL in the lung cancer subset should genuinely research for themselves.
$NVCR filed an 8K today noting CMS was not reimbursing roughly
$13MM per month (roughly
$150MM annualized). NVCR reported
$650MM in FY2025 sales, pre the 8K notice.
$KURA trades for an EV of
$50MM (using 9/30/25 cash) that does not consider near-term payments due from Kyowa Kirin.
$AUTL trades for 9/30/25 cash suggesting the market does not value Obe-Cel after AUTL provided guidance of
$146MM in FY26 sales.
This is not investment advice. We're just sharing our chart.
