product pipeline / R&D affecting expense
“The reduction in research and development expenses were partially offset by a $0.6 million increase in contingent product manufacturing costs incurred prior to FDA approval.”
LENZ 10-Q
Confirmed
RNA Therapeutics
10 names are moving together; 50% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ASMB | Assembly Biosciences, Inc. | Healthcare | -0.7% | Group member |
| WVE | Wave Life Sciences Ltd. | Healthcare | +3.4% | Group member |
| MIDD | The Middleby Corporation | Industrials | -0.3% | Group member |
| CYRX | CryoPort, Inc. | Industrials | +2.6% | Group member |
| ORIC | Oric Pharmaceuticals, Inc. | Healthcare | +1.0% | Group member |
| SRPT | Sarepta Therapeutics, Inc. | Healthcare | -4.6% | Group member |
| ANNX | Annexon, Inc. | Healthcare | -1.4% | Group member |
| ILMN | Illumina, Inc. | Healthcare | +0.6% | Group member |
| MRNA | Moderna, Inc. | Healthcare | +0.7% | Group member |
| LENZ | LENZ Therapeutics, Inc. | Healthcare | -6.1% | Most structurally connected |
Why we believe this
Cohort
10 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
10/10 membersrestructuring
“If our operations are found to be in violation of any of the federal and state laws described above or any other governmental regulations that apply to us, we may be subject to significant civil, criminal, and administrative penalties, including, without limitation, damages, fines, disgorgement, imprisonment, additional reporting obligations and oversight if we become subject to a corporate integrity agreement or other agreement to resolve allegations of non-compliance with these laws, 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.”
LENZ 10-Q
demand / volume affecting revenue
“This increase was driven by year-over-year growth in BioLogistics Solutions revenue and BioStorage/BioServices revenue of 16.9% and 20.7%, respectively, demonstrating strong demand for our services offerings.”
CYRX 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.