Feb. 6 at 2:23 AM
Of the 63 commercial-stage non-oncology focused bios with market caps ranging from
$750MM to
$15B, only 8 are trading higher after the worst 2 days for the XBI since April 2025.
$OCUL was up we suspect due to renewed hope for a Sanofi buyout. Recall Sanofi offered
$16 per share to acquire OCUL last September. OCUL closed today (6 months later) at
$8.91.
$SUPN has been quiet (no PR since November) but perhaps SUPN's gains reflect the virtue of diversity.
$TWST released Q126 financials Monday after the close. TWST is 1 of the 8 higher the last 2 days.
$VALN focuses on vaccines which has been a lousy space (of course excluding DVAX).
$ORG had finally been running after trading between
$6 &
$8 a share since Halloween. One has to wonder if OGN under
$8 is a memory. OGN generates
$6B/year in sales but has a leveraged capital structure. If OGN ever traded at peer multiples...
