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Confirmed

Biotech and Chemicals

13 names are moving together; 38% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
SOBRSOBR Safe, Inc.Technology+161.9%Most structurally connected
REXREX American Resources CorporatBasic Materials+1.2%Group member
AIMAIM ImmunoTech Inc.Healthcare-7.4%Group member
ATATAtour Lifestyle Holdings LimiteConsumer Cyclical-2.4%Group member
BCRXBioCryst Pharmaceuticals, Inc.Healthcare-5.1%Group member
APDAir Products and Chemicals, IncBasic Materials+0.8%Group member
OLOXOlenox Industries Inc.Industrials-3.0%Group member
OCSOculis Holding AGHealthcare-3.0%Group member
LMBLimbach Holdings, Inc.Industrials-3.3%Group member
ZIMZIM Integrated Shipping ServiceIndustrials-0.7%Group member
LEGNLegend Biotech CorporationHealthcare-4.9%Group member
ARDXArdelyx, Inc.Healthcare-2.7%Group member
SMMTSummit Therapeutics Inc.Healthcare+0.3%Group member

Why we believe this

Cohort

13 names

Participation

38% this session

Observed history

1 daily builds

Filing coverage

9/13 members

credit / rates affecting interest expense

increase in loss was primarily due to the following: ● a decrease in interest and other income of $2,570,000; and ● an increase in research and development expenses of $29,000; and ● a decrease in revenue of $25,000; offset by ● a decrease in general and administrative expenses of $1,104,000; and ● a decrease in warrant valuation loss of $458,000; and ● a decrease in loss on investments of $76,000; and ● a decrease in interest expense of $30,000 Net loss per share was $(3.68) and $(3.00) for the three months ended June 30, 2025, and 2024, respectively.

AIM 10-Q

demand / volume affecting revenue

SECOND QUARTER 2025 SECOND QUARTER 2026 IN SUMMARY • Sales of $3.2 billion increased 9%, or $255.6, due to higher volumes of 4%, a favorable impact from currency of 4%, and higher energy cost pass-through to customers of 2%, partially offset by lower pricing of 1% driven by lower helium pricing.

APD 10-Q

demand / volume

Adjusted operating margin improved to 23.7% from 21.6% in the prior year, primarily due to higher volumes and productivity, partially offset by energy cost pass-through to customers and pricing.

APD 10-Q

Biotech and Chemicals can stay leader-led if ATAT and the next software names fail to join while SOBR 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.