Aug. 17 at 4:43 PM
Attached is a schedule listing the change in share price for all 35 commercial-stage oncology focused bios since 7/25/2025 (the start of quarterly earnings season). Most of the 35 have reported & virtually half are trading higher while half trade lower. The XBI was up 3.5% during this period.
$RIGL has overwhelmingly been the best performing stock in this peer group almost doubling the last 3 weeks after a monster beat. Both Tavalisse & Gavreto are selling quite well.
$YMAB was acquired by a private pharma we've never heard of & will itself become private (and soon go off our tracker).
$PBYI has been dormant for years. Nerlynx was first approved in 7/2017 for certain breast cancers & has generated roughly
$45-50MM sales/quarter since Q2 2018. PBYI's pipeline may finally be nearing a later-stage read.
$SNDX is finally getting credit for its 2 FDA approved cancer related therapies. We've posted dozens of peer analytics on SNDX.
$XFOR got a major endorsement & cash lifeline
