Mar. 22 at 1:23 AM
31% (28 of 90) commercial-stage bios are trading at 3.5 month lows (since 12/1/25). There are 90 such comm'l-stage bios (oncology with market caps north of
$300MM & non over
$800MM). We exclude "Big Pharma" stocks in this peer group.
The attachment lists all 28 with their corresponding change in share price versus their 3.5 month high
$ARGX ONC
$INSM INCY &
$GMAB are 5 that trade at the highest valuations in this peer group and are all trading at 3.5 month lows.
The
$XBI is more or less trading at its 3.5 month low (off 9% from its 3.5 month high).
We believe
$TVTX could be a very interesting opportunity should the FDA approve Filspari for FSGS (though some say the PDUFA will be extended again).
This is not investment advice. That being said, some investors recommend buying when quality stocks are trading at lows.
