Oct. 1 at 2:10 AM
The XBI was up 21% in Q32025.
The attachment notes the change in share price during the quarter for all 33 commercial-stage oncology focused bios versus all 33 in non-oncology with market caps between
$1.5 &
$5.0B as of the end of the quarter. It is not a perfect comparison because there are way more commercial-stage non-oncology focused bios.
Note exactly 2/3s in each peer group were higher in the quarter.
$CHRS & VSTM were the 2 biggest winners in the quarter in oncology.
$LQDA was the winner in non-oncology.
$VCEL &
$TWST were the 2 biggest losers in non-oncology. Interestingly, VCEL is still one the best performing stocks in the peer group since their first FDA approval.
$PGEN was the best performing in commercial-stage bio up 156% (though new in the quarter). If anyone can tell us which peer group (oncology or non) to which PGEN belongs, we'd appreciate the perspective. We assume oncology but...
This is for entertainment purposes only. This is not investment advice.
