Mar. 26 at 11:44 PM
The attached table notes the YTD change in share price for all 44 commercial-stage non-oncology focused bios (with first or major approvals since 1/1/2017) with market caps north of
$750MM (excl. ARGX). ITCI was the only bio in this peer group to be acquired this quarter.
Our records indicate
$XERS $AXSM &
$VRNA have shown the largest gains so far QTD while
$GKOS & SRPT are the biggest lowers.
This is not investment advice but investors we respect believe
$SRPT offers the best risk v reward in this peer group (but exercise caution as SRPT’s new therapy may have led to a SAE…death).
You’ll also note how many of the 44 in this peer group saw share price increases by month. Marcj 2025 was dismal with only 16 of the 44 trading higher. Commercial-stage oncology focused bio fared much worse by this metric in March.