Feed / Theme
Confirmed

Gene Therapies

14 names are moving together; 57% are participating in the current session.

2 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
ACHVAchieve Life Sciences, Inc.Healthcare+0.0%Group member
DCTHDelcath Systems, Inc.Healthcare-1.0%Group member
KMTSKestra Medical Technologies, LtHealthcare-4.8%Group member
VERUVeru Inc.Healthcare-9.3%Group member
BLCOBausch + Lomb CorporationHealthcare-0.1%Group member
MDXGMiMedx Group, IncHealthcare-0.2%Group member
NVCRNovoCure LimitedHealthcare-1.1%Group member
HIMSHims & Hers Health, Inc.Healthcare+0.0%Group member
RXRXRecursion Pharmaceuticals, Inc.Healthcare-7.6%2/7 observed active sessions
DNAGinkgo Bioworks Holdings, Inc.Healthcare-0.5%1/7 observed active sessions
AVNSAvanos Medical, Inc.Healthcare+0.0%Most structurally connected
BCDABioCardia, Inc.Healthcare-1.2%1/7 observed active sessions
TEMTempus AI, Inc.Healthcare-4.1%Group member
SDGRSchrodinger, Inc.Healthcare-0.5%1/7 observed active sessions

Why we believe this

Cohort

14 names

Participation

57% this session

Observed history

60 daily builds

Filing coverage

14/14 members

product pipeline / R&D affecting expense

This was partially offset by higher manufacturing and supply chain costs of $0.6 million during the three months ended March 31, 2026 as compared to the same period in 2025, which was associated with commercial launch preparation, including purchase of raw cytisinicline inventory expensed to R&D prior to regulatory approval and completion of analytical method transfer to Adare and completion of an engineering batch manufactured at Adare's facility.

ACHV 10-Q

credit / rates affecting interest expense

As of December 31, 2025, a one percentage point increase in SOFR could result in $4.8 million of incremental interest expense if the senior secured revolving credit facility was fully drawn for the entire year.

AVNS 10-K

restructuring affecting expense

In the three months ended March 31, 2026, selling and general expenses increased compared to the prior year period, driven by higher selling costs partially offset by savings realized from our restructuring activities.

AVNS 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

AZN

TEMcustomer · Not moving with the group now

Filing receipt · AZN / TEM

We issued a warrant to our customer AstraZeneca in conjunction with the signing of the MSA in November 2021.

TEM · customer
ZLAB

NVCRpartner · Moving with the group now · 115 min observed

Filing receipt · ZLAB / NVCR

In 2018, we granted Zai Lab (Shanghai) Co., Ltd.

NVCR · partner
NVS

SDGRcustomer · Not moving with the group now

Filing receipt · NVS / SDGR

The Company assessed the research collaboration and license agreement in accordance with Topic 606 and concluded that Novartis is a customer based on the agreement struc…

SDGR · customer
MCK

AVNScustomer · Not moving with the group now

Filing receipt · MCK / AVNS

In the year ended December 31, 2024, sales to McKesson Corporation and Medline Industries accounted for approximately 18% and 17% of consolidated net sales, respectively.

AVNS · customer
MDLN

AVNScustomer · Not moving with the group now

Filing receipt · MDLN / AVNS

In the year ended December 31, 2025, sales to Medline Industries accounted for approximately 12% of consolidated net sales.

AVNS · customer

History

2026-07-071 observed active session · 100% of active names held across the episode
2026-06-25 → 2026-07-026 observed active sessions · 0% of active names held across the episode