31 names are moving together; 71% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CLDX | Celldex Therapeutics, Inc. | Healthcare | +0.5% | Group member |
| EYPT | EyePoint, Inc. | Healthcare | -0.6% | 1/10 observed active sessions |
| XNCR | Xencor, Inc. | Healthcare | -1.6% | 1/10 observed active sessions |
| SEPN | Septerna, Inc. | Healthcare | -4.9% | 1/10 observed active sessions |
| BCAX | Bicara Therapeutics Inc. | Healthcare | -2.9% | Group member |
| IOVA | Iovance Biotherapeutics, Inc. | Healthcare | -3.1% | Group member |
| LRMR | Larimar Therapeutics, Inc. | Healthcare | +3.6% | 2/10 observed active sessions |
| IRON | Disc Medicine, Inc. | Healthcare | -2.6% | Group member |
| AVTX | Avalo Therapeutics, Inc. | Healthcare | -4.0% | Group member |
| KRYS | Krystal Biotech, Inc. | Healthcare | -1.5% | 2/10 observed active sessions |
| ERAS | Erasca, Inc. | Healthcare | -3.4% | Group member |
| LLY | Eli Lilly and Company | Healthcare | -2.2% | 1/10 observed active sessions |
| MGTX | MeiraGTx Holdings plc | Healthcare | -4.2% | 1/10 observed active sessions |
| RYTM | Rhythm Pharmaceuticals, Inc. | Healthcare | -5.8% | 2/10 observed active sessions |
| IMVT | Immunovant, Inc. | Healthcare | -3.4% | 2/10 observed active sessions |
| KURA | Kura Oncology, Inc. | Healthcare | -5.1% | Group member |
| IMNM | Immunome, Inc. | Healthcare | -3.4% | 2/10 observed active sessions |
| INDV | Indivior Pharmaceuticals, Inc. | Healthcare | -1.9% | 2/10 observed active sessions |
| NRIX | Nurix Therapeutics, Inc. | Healthcare | -6.6% | 1/10 observed active sessions |
| OCUL | Ocular Therapeutix, Inc. | Healthcare | -3.1% | Group member |
| ETON | Eton Pharmaceuticals, Inc. | Healthcare | -1.4% | 1/10 observed active sessions |
| NBIX | Neurocrine Biosciences, Inc. | Healthcare | -1.9% | 1/10 observed active sessions |
| PTCT | PTC Therapeutics, Inc. | Healthcare | -5.2% | Group member |
| LGND | Ligand Pharmaceuticals Incorpor | Healthcare | -2.0% | 1/10 observed active sessions |
Cohort
31 namesParticipation
71% this sessionObserved history
17 daily buildsFiling coverage
31/31 membersproduct pipeline / R&D affecting expense
“The increase in research and development expenses was primarily attributable to: • a net increase of $0.9 million in unallocated materials and other support costs for our pipeline products; and • a net increase of $0.8 million in R&D payroll and manufacturing costs driven by the timing of production runs across our product candidates and programs, mainly due to an increase in KB111, KB407, and KB803, partially offset by a decrease in B-VEC.”
KRYS 10-Q
product pipeline / R&D
“In the event that such measures or similar measures or restrictions are implemented as a result of a pandemic or public health crisis, our employees conducting research and development or manufacturing activities may not be able to access our laboratory or manufacturing spaces, and our core activities may be significantly limited or curtailed, possibly for an extended period of time.”
KRYS 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, damages, fines, exclusion from participation in government health care programs, such as Medicare and Medicaid, imprisonment, 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.”
KRYS 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
RGNXcustomer · Not moving with the group now
Filing receipt · ABBV / RGNX
“As of December 31, 2025 and 2024, the Company had recorded $ 10.9 million and $ 11.3 million, respectively, due from AbbVie for net reimbursement of costs incurred for a…”
RGNX · customer
IMVTpartner · Current intraday read unavailable
Filing receipt · ROIV / IMVT
“108 Table of Contents Unallocated costs include: • personnel-related expenses, such as salaries, stock-based compensation and benefits, for research and development pers…”
IMVT · partner
INDVcustomer · Not moving with the group now
Filing receipt · AQST / INDV
“Suboxone was launched by our licensee, Indivior, in 2010.”
INDV · customer
LLYcustomer · Not moving with the group now
Filing receipt · CRSP / LLY
“We have also established a collaboration and clinical supply agreement with Eli Lilly to evaluate zugo-cel together with pirtobrutinib in aggressive B-cell lymphomas, fu…”
LLY · customer
SEPNcustomer · Moving with the group now · 115 min observed
Filing receipt · NVO / SEPN
“Accordingly, the Company assessed this arrangement in accordance with ASC 606 and concluded that the contract counterparty, Novo, is a customer.”
SEPN · customer