12 names are moving together; 58% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| VRTX | Vertex Pharmaceuticals Incorpor | Healthcare | -1.0% | Group member |
| IBN | ICICI Bank Limited | Financial Services | -0.8% | Group member |
| INCY | Incyte Corporation | Healthcare | -2.9% | Group member |
| AMRX | Amneal Pharmaceuticals, Inc. | Healthcare | -0.9% | Group member |
| KYMR | Kymera Therapeutics, Inc. | Healthcare | -3.6% | Most structurally connected |
| EW | Edwards Lifesciences Corporatio | Healthcare | -1.0% | Group member |
| LGND | Ligand Pharmaceuticals Incorpor | Healthcare | -3.0% | Group member |
| DRUG | Bright Minds Biosciences Inc. | Healthcare | — | Group member |
| ESTA | Establishment Labs Holdings Inc | Healthcare | — | Group member |
| MASK | 3 E Network Technology Group Lt | Technology | — | Group member |
| NUVB | Nuvation Bio Inc. | Healthcare | — | Group member |
| NUVB-WS | — | — | — | Group member |
Cohort
12 namesParticipation
58% this sessionObserved history
11 daily buildsFiling coverage
8/12 membersproduct pipeline / R&D affecting expense
“The increase of $13.7 million was primarily due to a $8.3 million increase in costs related to our STAT6 program, a $6.1 million increase in personnel, stock-based compensation, occupancy, and other internal costs due to increase investment in employee talent and facilities in the research and development functions partially offset by a $0.7 million decrease in costs related to our other clinical and preclinical programs.”
KYMR 10-Q
product pipeline / R&D
“All of our European Union trademarks in existence as of December 31, 2020 were automatically cloned onto the United Kingdom register due to “Brexit.” As of December 31, 2025, our trademark portfolio includes registrations, pending and allowed applications of the KYMERA mark and the KYMERA THERAPEUTICS mark, and the KT mark in the United States, Europe, and Canada, all covering Class 5 pharmaceutical and medical preparations and therapeutics and Class 42 pharmaceutical research and development and drug development and discovery services.”
KYMR 10-K
demand / volume
“80 Additionally, severe or prolonged economic downturn or additional global financial crises could result in a variety of risks to our business, including weakened demand for any product candidates we develop or our ability to raise additional capital when needed on acceptable terms, if at all.”
KYMR 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
AMRXcustomer · Not moving with the group now
Filing receipt · JAZZ / AMRX
“Specifically, a wholly owned subsidiary of Hikma launched its AG version of sodium oxybate in January 2023 and Amneal launched its AG version of sodium oxybate in July 2…”
AMRX · customer
LGNDpartner · Moving with the group now · 115 min observed
Filing receipt · PFE / LGND
“We have established multiple alliances, licenses and other business relationships with the world’s leading biopharmaceutical companies including Amgen, Merck, Pfizer, Ja…”
LGND · partner
LGNDpartner · Moving with the group now · 115 min observed
Filing receipt · MRK / LGND
“We have established multiple alliances, licenses and other business relationships with the world’s leading biopharmaceutical companies including Amgen, Merck, Pfizer, Ja…”
LGND · partner
EWcustomer · Not moving with the group now
Filing receipt · BDX / EW
“We sold (i) our Critical Care product group (“Critical Care”) to Becton, Dickinson and Company (“BD”) in September 2024 and (ii) a business that was not focused on impla…”
EW · customer
VRTXpartner · Not moving with the group now
Filing receipt · ZLAB / VRTX
“25 Table of Contents In January 2025 and June 2025, we entered into agreements with Zai Lab Limited (“Zai”) and Ono Pharmaceuticals Co., Ltd (“Ono”), respectively, for t…”
VRTX · partner