Feed / Theme
Confirmed

Gene Therapies

8 names are moving together; 63% are participating in the current session.

2 observed Confirmed episodes

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
BCDABioCardia, Inc.Healthcare-10.0%1/7 observed active sessions
VERUVeru Inc.Healthcare-8.9%Group member
CLNNClene Inc.Consumer Defensive+1.8%3/7 observed active sessions
RXRXRecursion Pharmaceuticals, Inc.Healthcare+1.5%2/7 observed active sessions
ABCLAbCellera Biologics Inc.Healthcare+3.5%Group member
PACBPacific Biosciences of CalifornHealthcare+0.3%Group member
DNAGinkgo Bioworks Holdings, Inc.Healthcare-0.1%1/7 observed active sessions
TEMTempus AI, Inc.Healthcare+5.0%Group member

Why we believe this

Cohort

8 names

Participation

63% this session

Observed history

59 daily builds

Filing coverage

8/8 members

product pipeline / R&D affecting expense

Research and development expenses decreased to approximately $1.2 million in the three months ended March 31, 2026 as compared to approximately $1.5 million in the three months ended March 31, 2025, primarily due to closeout of the CardiAMP Heart Failure Trial, partially offset by early enrollment in the CardiAMP Heart Failure II Trial and regulatory activities to advance CardiAMP in Japan.

BCDA 10-Q

restructuring affecting expense

Through December 31, 2025, there have been no such impairment losses. (j) Clinical Trial Accruals As part of the process of preparing our consolidated financial statements, we are required to estimate our expenses resulting from our obligations under contracts with vendors and consultants and clinical site agreements in connection with conducting clinical trials.

BCDA 10-K

restructuring

If our operations are found to be in violation of any of the laws described above or any other government regulations that apply to us, we may be subject to penalties, including civil and criminal penalties, exclusion from participation in government healthcare programs, such as Medicare and Medicaid and imprisonment, damages, fines and the curtailment or restructuring of our operations, any of which could adversely affect our ability to operate our business and our results of operations.

BCDA 10-K

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 · Current intraday read unavailable

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
RLYB

RXRXinvestee · Current intraday read unavailable

Filing receipt · RLYB / RXRX

Pursuant to the Purchase Agreement, we acquired 50% of the issued and outstanding membership interests (the “Membership Interests”) of RE Ventures I, LLC (“ENPP1 JV”) fr…

RXRX · investee
PSNL

TEMpartner · Current intraday read unavailable

Filing receipt · PSNL / TEM

We also have a collaboration with Tempus that enables Tempus to market our NeXT Personal ® Dx test to physicians for breast cancer, lung cancer, colorectal cancer and im…

TEM · partner
SYBX

DNApartner · Current intraday read unavailable

Filing receipt · SYBX / DNA

Our transactions with Genomatica and Synlogic included the purchase of equity securities and the provision of R&D services.

DNA · partner
TWST

PACBtext peer · Current intraday read unavailable

No filing excerpt is available for this relationship.

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