capital investment / capacity affecting capex
“The development program and timeline of tarcocimab may impact our ability to use the Ursus Facility as intended, which could result in an excess of capital expenditures.”
KOD 10-Q
Confirmed
Energy & Healthcare Resources
6 names are moving together; 50% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| HAFN | Hafnia Limited | Industrials | +3.4% | Group member |
| CNX | CNX Resources Corporation | Energy | -2.0% | Group member |
| QSI | Quantum-Si Incorporated | Healthcare | -8.4% | Group member |
| VTOL | Bristow Group, Inc. | Energy | +1.1% | Group member |
| KOD | Kodiak Sciences Inc | Healthcare | +3.2% | Most structurally connected |
| CRML | Critical Metals Corp. | Basic Materials | -6.2% | Group member |
Why we believe this
Cohort
6 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
4/6 memberscredit / rates affecting interest expense
“42 Interest Expense For the Three Months Ended September 30, (in millions) 2025 2024 Variance Percent Change Total Interest Expense $ 43 $ 38 $ 5 13.2 % The $5 million increase in total interest expense was primarily due to higher borrowings on the CNX Credit Facility at higher interest rates and higher principal balances related to the long-term debt that was issued in 2025 offset, in part, by lower borrowings on the CNXM Credit Facility.”
CNX 10-Q
restructuring affecting expense
“The decrease in general and administrative expenses of $6.3 million during the nine months ended September 30, 2025, as compared to the same period in 2024, was driven by the same factors partially offset by a non-cash $1.9 million lease impairment expense recorded in the first quarter of 2025 also related to the sublease.”
KOD 10-Q
Energy & Healthcare Resources can stay leader-led if QSI and the next software names fail to join while KOD 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.