Jul. 19 at 4:51 PM
In 2 weeks all comm'l-stage bios will begin to report Q2 2025 sales. More important, this peer group will update the markets on the broader commercial opportunity for their respective therapies. It's our experience this can be a volatile time every quarter.
The attachment notes the change in share price for all commercial-stage oncology focused bios since 5/19/2025 which was roughly 1 week after all bios in this peer group reported actual Q1 2025 sales.
$DCTH saw the largest decline in its share price over this time. We're not suggesting DCTH's share price will move higher in the future. DCTH had reported a 15% Q1 2025 beat on 5/8/2025 (roughly 10 days before).
$VSTM is also off but VSTM's LSOG therapy was approved 10 days before as well.
$NVCR is expected to report next week. Last quarter they reported a solid beat. Don't forget their considerable clinical wins in 2H2024.
$AUTL appears the biggest winner over this time as
$URGN had an inflection point.
This is not investment advice.
