Themes / Group
Active · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Oncology and Gastrointestinal Biotech

THE TRADER READShared activity without a clean directional read

Price direction is split across 9 measured members. Capital-flow agreement is 9%, so the basket is not yet clean.

Price breadth5 up · 4 downRelative median unavailable
Capital-flow alignment9%Price breadth is not yet confirmed by flow
Activity nowExtremeActivity score 97/100 · lift 1.3×
Evidence depth2 episodesLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

WED, FEB 25ACRS filing documented shared operating contextproduct pipeline / R&D affecting expense · date precision only

SUN, MAR 15ANRO filing documented shared operating contextproduct pipeline / R&D affecting expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

20/21 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ACRS, AKBA, ARWR, CGEM, DSGN, DYN, FDMT, GPCR, KYTX, MAZE, OMER, PRME, RCKT, ROIV, TYRA, VERA, VNDA, WVE.

product pipeline / R&D affecting expense

“pensation ​ ​ 4,258 ​ ​ 3,135 ​ ​ 1,123 Total research and development expenses ​ $ 52,645 ​ $ 33,586 ​ $ 19,059 ​ Bosakitug ​ The increase in expenses for bosakitug during the year ended December 31, 2025 compared to the year ended December 31, 2024 was due to the timing of the acquisition of the in-licensed asset, which occurred in November 2024.”

ACRS 10-K · 2026-02-26
product pipeline / R&D

“As a result of the ownership changes, approximately $ 21.1 million of the federal research and development credits are permanently limited and will expire unused for federal income tax purposes, and such amounts are excluded from the federal research and development credit carryforwards as of 2024.”

FDMT 10-K · 2026-03-18
credit / rates affecting interest expense

“The increase was primarily due to higher non-cash interest expense related to the settlement royalty liability in connection with the Vifor Termination Agreement, which we entered into in July 2024, partially offset by interest income related to our money market funds.”

AKBA 10-K · 2026-02-26
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

CBLLNot confirming

FDMT · text peer

BMRNNot confirming

ROIV · text peer

CRNXNot confirming

GPCR · text peer

NBIXNot confirming

GPCR · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
FDMTMAZEKYTXDYNARWRVERAPRMEWVEROIVANROCGEMVNDARCKTGPCRARQTOMERDSGNIMTXTYRAAKBAACRS

21/21 active5 rising · 4 falling

MemberUnusual activityToday's moveRead now
FDMT4D Molecular Therapeutics, Inc.
Most unusual · 100/100
—
Active; unclassifiedActive in 33.3% of observed group sessions
MAZEMaze Therapeutics, Inc.
Elevated · 91/100
+1.7%
Flow confirmerActive in 100% of observed group sessions
KYTXKyverna Therapeutics, Inc.
Elevated · 87/100
—
Active; unclassifiedActive in 66.7% of observed group sessions
DYNDyne Therapeutics, Inc.
Elevated · 65/100
+0.5%
Flow confirmerActive in 33.3% of observed group sessions
ARWRArrowhead Pharmaceuticals, Inc.
Elevated · 57/100
-0.4%
Flow divergenceActive in 33.3% of observed group sessions
VERAVera Therapeutics, Inc.
Elevated · 53/100
+3.4%
Active; unclassifiedActive in 0% of observed group sessions
PRMEPrime Medicine, Inc.
Elevated · 41/100
—
Active; unclassifiedActive in 0% of observed group sessions
WVEWave Life Sciences, Inc.
Elevated · 38/100
+0.8%
Active; unclassifiedActive in 0% of observed group sessions
ROIVRoivant Sciences Ltd.
Elevated · 32/100
-1.4%
Flow confirmerActive in 0% of observed group sessions
ANROAlto Neuroscience, Inc.
Elevated · 31/100
—
Active; unclassifiedActive in 0% of observed group sessions
CGEMCullinan Therapeutics, Inc.
Elevated · 29/100
—
Active; unclassifiedActive in 0% of observed group sessions
VNDAVanda Pharmaceuticals Inc.
Elevated · 26/100
—
Active; unclassifiedActive in 0% of observed group sessions
RCKTRocket Pharmaceuticals, Inc.
Elevated · 25/100
—
Active; unclassifiedActive in 0% of observed group sessions
GPCRStructure Therapeutics Inc.
Elevated · 23/100
-2.5%
Active; unclassifiedActive in 0% of observed group sessions
ARQTArcutis Biotherapeutics, Inc.
Elevated · 23/100
-1.0%
Flow divergenceActive in 0% of observed group sessions
OMEROmeros Corporation
Elevated · 21/100
—
Active; unclassifiedActive in 0% of observed group sessions
DSGNDesign Therapeutics, Inc.
Elevated · 19/100
—
Active; unclassifiedActive in 33.3% of observed group sessions
IMTXImmatics N.V.
Participating · 16/100
—
Active; unclassifiedActive in 0% of observed group sessions
TYRATyra Biosciences, Inc.
Participating · 16/100
+1.6%
Active; unclassifiedActive in 33.3% of observed group sessions
AKBAAkebia Therapeutics, Inc.
Participating · 16/100
—
Active; unclassifiedActive in 0% of observed group sessions
ACRSAclaris Therapeutics, Inc.
Participating · 15/100
—
Active; unclassifiedActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
FDMT4D Molecular Therapeutics, Inc.Most unusual—33.3% of 3 sessionsMost unusual activity in this snapshot; performance direction may differ.
MAZEMaze Therapeutics, Inc.Participating+1.7%100% of 3 sessionsPrice participation with accumulating signed flow.
KYTXKyverna Therapeutics, Inc.Participating—66.7% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
DYNDyne Therapeutics, Inc.Participating+0.5%33.3% of 3 sessionsPrice participation with accumulating signed flow.
ARWRArrowhead Pharmaceuticals, Inc.Participating-0.4%33.3% of 3 sessionsPrice participation with distributing signed flow.
VERAVera Therapeutics, Inc.Participating+3.4%0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
PRMEPrime Medicine, Inc.Participating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
WVEWave Life Sciences, Inc.Participating+0.8%0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
ROIVRoivant Sciences Ltd.Participating-1.4%0% of 3 sessionsPrice participation with accumulating signed flow.
ANROAlto Neuroscience, Inc.Participating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
CGEMCullinan Therapeutics, Inc.Participating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
VNDAVanda Pharmaceuticals Inc.Participating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
RCKTRocket Pharmaceuticals, Inc.Participating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
GPCRStructure Therapeutics Inc.Participating-2.5%0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
ARQTArcutis Biotherapeutics, Inc.Participating-1.0%0% of 3 sessionsPrice participation with distributing signed flow.
OMEROmeros CorporationParticipating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
DSGNDesign Therapeutics, Inc.Participating—33.3% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
IMTXImmatics N.V.Participating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
TYRATyra Biosciences, Inc.Participating+1.6%33.3% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
AKBAAkebia Therapeutics, Inc.Participating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.
ACRSAclaris Therapeutics, Inc.Participating—0% of 3 sessionsPrice participation is not yet confirmed by per-name flow.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 2 completed episodes across 3 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support7 daysHow often the cohort identity was observed
Completed episodes2Separate periods of broad group activity
Active sessions3Completed session observations, not trades
2026-07-07 → 2026-07-102 active sessions25% composition consistency through the episode
2026-07-011 active session100% composition consistency through the episode
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
MAZE100% · 2 episodes
KYTX66.7% · 1 episode
ARWR33.3% · 1 episode
DSGN33.3% · 1 episode
DYN33.3% · 1 episode
FDMT33.3% · 1 episode
TYRA33.3% · 1 episode
ACRS0% · 0 episodes
AKBA0% · 0 episodes
ANRO0% · 0 episodes
ARQT0% · 0 episodes
CGEM0% · 0 episodes
GPCR0% · 0 episodes
IMTX0% · 0 episodes
OMER0% · 0 episodes
PRME0% · 0 episodes
RCKT0% · 0 episodes
ROIV0% · 0 episodes
VERA0% · 0 episodes
VNDA0% · 0 episodes
WVE0% · 0 episodes