Sep. 5 at 1:21 PM
$BCTX (ChatGPT)
Updated ranking from my list
For appreciable stock appreciation from expected upcoming clinical/FDA news over roughly the next 3–12 months, I'd now rank them:
Rank Ticker Key upcoming catalyst Timing Upside potential from catalyst My assessment
1 OSTX FDA Type C + 3-year OS + BLA/rolling review Sept–Q4 2026 🔥🔥🔥 Best immediate catalyst setup
2 CADL BLA submission + FDA interactions + potential approval path Q4 2026 onward 🔥🔥🔥 Best combination of de-risking + near-term catalyst
3 BCTX Phase 3 interim efficacy/OS data 2026, timing uncertain 🔥🔥🔥🔥 Potentially largest binary move
4 AQST NDA resubmission → FDA review Q3 2026 onward 🔥🔥🔥 Strong regulatory-recovery setup
5 GALT Phase 3 protocol/trial initiation Sept–Q4 2026 🔥🔥🔥 Excellent medium-term setup
An important caveat: #2 vs. #3 depends on whether you're optimizing for probability of a positive catalyst or maximum percentage upside. BCTX probably wins the latter.
