12 names are moving together; 83% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| COGT | Cogent Biosciences, Inc. | Healthcare | -6.0% | 9/13 observed active sessions |
| RCUS | Arcus Biosciences, Inc. | Healthcare | +0.1% | 3/13 observed active sessions |
| VRDN | Viridian Therapeutics, Inc. | Healthcare | -4.9% | 3/13 observed active sessions |
| DNTH | Dianthus Therapeutics, Inc. | Healthcare | -5.2% | 5/13 observed active sessions |
| PRAX | Praxis Precision Medicines, Inc | Healthcare | -0.2% | 2/13 observed active sessions |
| SMMT | Summit Therapeutics Inc. | Healthcare | -3.2% | 1/13 observed active sessions |
| CYTK | Cytokinetics, Incorporated | Healthcare | -4.2% | 5/13 observed active sessions |
| SNDX | Syndax Pharmaceuticals, Inc. | Healthcare | -2.3% | 7/13 observed active sessions |
| SYRE | Spyre Therapeutics, Inc. | Healthcare | -3.1% | 5/13 observed active sessions |
| XENE | Xenon Pharmaceuticals Inc. | Healthcare | -2.4% | 3/13 observed active sessions |
| TYRA | Tyra Biosciences, Inc. | Healthcare | -3.5% | 4/13 observed active sessions |
| EWTX | Edgewise Therapeutics, Inc. | Healthcare | -6.5% | 5/13 observed active sessions |
Cohort
12 namesParticipation
83% this sessionObserved history
15 daily buildsFiling coverage
12/12 membersproduct pipeline / R&D affecting expense
“The $4.0 million increase in external research and development costs was due to a $4.6 million increase in expenses related to our lead product candidate, claseprubart, partially offset by a $0.6 million decrease in discovery activities.”
DNTH 10-Q
product pipeline / R&D
“The increases were due to the buildout of our internal research and development function to support our Phase 2 and Phase 3 clinical trials in claseprubart and development of DNTH212.”
DNTH 10-Q
credit / rates affecting interest expense
“As a result of this amortization, the interest expense that we expect to recognize for the Notes for accounting purposes will be greater than the cash interest payments we will pay on the Notes, which will result in lower reported income.”
COGT 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
EWTXsupplier · Not moving with the group now
Filing receipt · PFE / EWTX
“For oHCM patients who remain symptomatic, a sodium channel blocker with negative ionotropic drug properties may also be added, typically disopyramide (either Pfizer’s No…”
EWTX · supplier
SNDXinvestee · Not moving with the group now
Filing receipt · RPRX / SNDX
“Royalty Interest Expense Royalty interest expense consists of the interest recorded related to the Royalty Pharma Purchase and Sale Agreement under the effective interes…”
SNDX · investee
CYTKinvestee · Moving with the group now · 115 min observed
Filing receipt · AMGN / CYTK
“2017 RP Omecamtiv Mecarbil Royalty Purchase Agreement In February 2017, we entered into the RP OM RPA pursuant to which we sold a portion of our right to receive royalti…”
CYTK · investee
DNTHpartner · Current intraday read unavailable
Filing receipt · ZBIO / DNTH
“26 Licensing Agreements In June 2022, we executed a license agreement with Zenas BioPharma, Inc.”
DNTH · partner
XENEpartner · Not moving with the group now
Filing receipt · NBIX / XENE
“Our Partnered Program with Neurocrine Biosciences In December 2019, we entered into a license and collaboration agreement with Neurocrine Biosciences to develop treatmen…”
XENE · partner