4 names are moving together; 50% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| NUVL | Nuvalent, Inc. | Healthcare | +0.0% | Most structurally connected |
| JOE | St. Joe Company (The) | Real Estate | -0.2% | Group member |
| HUM | Humana Inc. | Healthcare | +0.2% | Group member |
| REGN | Regeneron Pharmaceuticals, Inc. | Healthcare | -1.1% | Group member |
Cohort
4 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
4/4 memberscredit / rates affecting interest expense
“Interest Expense Interest expense increased $33 million, or 20.6%, from $160 million in the 2025 quarter to $193 million in the 2026 quarter primarily due to financing costs and higher average debt balances.”
HUM 10-Q
product pipeline / R&D affecting expense
“The increase in direct external research and development expenses related to zidesamtinib of $6.1 million was primarily due to costs related to the ongoing Phase 2 portion of the ARROS-1 clinical trial and professional services, partially offset by decreased manufacturing costs.”
NUVL 10-Q
capital investment / capacity affecting capex
“Depreciation and Amortization Depreciation and amortization decreased $20 million, or 10.9%, from $183 million in the 2025 quarter to $163 million in the 2026 quarter primarily due to decreased capital spending.”
HUM 10-Q
Senior Healthcare Services can stay leader-led if secondary names fail to join while NUVL keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.