Feb. 4 at 12:49 AM
Commercial-stage oncology focused bio share price changes YTD v the XBI (those with market caps north of
$350MM)
The XBI is up 4.7% YTD yet only 8 of the 23 bios in this peer group are trading higher YTD.
$KURA Investors should take the time to understand KURA's enterprise value (not provided here) & consider their near-term receivables from Kyowa Kirin.
$NVCR was trading north of
$14 per share as recently as 1/22/26 (well after releasing Q425 sales). We're uncertain why NVCR is off the last 2 weeks. If any NVCR investor can share their insight it would be appreciated.
$TLX.X hit a 52-week low. TLX trades for roughly 4X FY25 sales (but at a 62% gross margin) released 3 weeks ago. Look at their share price over the last 5 days. Like NVCR, any insight would be appreciated.
$ADCT appears an outlier considering peers.
$INCY could buy SNDX for 4.5X FY2029 consensus. In theory, this would be accretive to INCY shareholders.
As always, this is not investment advice.
