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Confirmed

Biotechnology & Healthcare

5 names are moving together; 20% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
TMUST-Mobile US, Inc.Communication Services-0.7%Group member
MOHMolina Healthcare IncHealthcare-0.9%Group member
STRAStrategic Education, Inc.Consumer Defensive-2.0%Group member
OMEROmeros CorporationHealthcare+4.8%Most structurally connected
GENBGenerate Biomedicines, Inc.Healthcare-0.6%Group member

Why we believe this

Cohort

5 names

Participation

20% this session

Observed history

1 daily builds

Filing coverage

5/5 members

restructuring affecting expense

Such expenses could include, but would not be limited to, goodwill and intangible asset impairment charges, restructuring costs, additional medical costs incurred due to the inability to leverage long-term relationships with medical providers, and costs incurred to finish the run out of businesses that have ceased to generate revenue, all of which could materially reduce our premium revenues and net income.

MOH 10-K

credit / rates affecting interest expense

This decrease was partially offset by increased interest expense of $3.2 million related to our OMIDRIA royalty obligation as we added $115.5 million of principal upon sale in February 2024 to DRI of our remaining OMIDRIA U.S. royalty earnings through 2031.

OMER 10-K

capital investment / capacity affecting capex

If we raise additional capital through debt financing, we would be subject to fixed payment obligations and may be subject to covenants limiting or restricting our ability to take specific actions, such as incurring additional debt, making capital expenditures or declaring dividends.

GENB 10-Q

Biotechnology & Healthcare can stay leader-led if GENB and the next software names fail to join while OMER keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.