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Biotech '24: Oncology
8 tickers · $25.70B total market cap
Group: Biotech
The current thesis for the Biotech '24: Oncology subtheme is bullish, driven by advancements in personalized medicine and innovative therapies targeting specific cancer mutations. The sector is poised for significant growth due to ongoing developments in immunotherapy and targeted treatments. However, the market is also cautious about regulatory hurdles and competitive pressures within the oncology space.
Biotech '24: Oncology tracks 8 publicly listed stocks in this theme: ALXO, BPMC, EXEL, HOWL, IOVA, LVTX, SWTX, THTX. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Exelixis, Inc.EXEL | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -0.65% | 10.26% | 4.03% | -0.06% | $12.23B | 12.5000 |
Blueprint Medicines CorporationBPMC | 05/01/2025 (BMO) | 05/01/2025 (BMO) | -9.29% | 16.92% | -4.73% | 23.72% | $8.36B | 12.5000 |
SpringWorks Therapeutics, Inc.SWTX | 08/06/2025 (BMO) | — | 0.00% | — | 0.00% | — | $3.54B | 12.5000 |
Iovance Biotherapeutics, Inc.IOVA | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 0.26% | -11.49% | -6.33% | -4.42% | $1.24B | 12.5000 |
Theratechnologies Inc.THTX | 07/09/2025 (BMO) | — | 0.32% | — | 7.62% | — | $155.9M | 12.5000 |
ALX Oncology Holdings Inc.ALXO | 05/08/2026 (AMC) | 05/08/2026 (AMC) | 0.00% | 11.23% | -1.42% | -5.77% | $106.3M | 12.5000 |
LAVA Therapeutics N.V.LVTX | 11/06/2025 (BMO) | — | -0.31% | — | 8.07% | — | $45.8M | 12.5000 |
Werewolf Therapeutics, Inc.HOWL | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -9.54% | 4.62% | -16.75% | -37.00% | $20.8M | 12.5000 |
| Average | -2.40% | 6.31% | -1.19% | -4.71% | $3.21B | 12.5000 | ||
| Median | -0.15% | 10.26% | -0.71% | -4.42% | $696.5M | 12.5000 | ||
| Std Dev | 4.06% | 9.72% | 7.69% | 19.36% | $4.35B | 0.0% | ||
| Min | -9.54% | -11.49% | -16.75% | -37.00% | $20.8M | 12.5000 | ||
| Max | 0.32% | 16.92% | 8.07% | 23.72% | $12.23B | 12.5000 | ||
| % Positive Tickers | 25.00% | 80.00% | 37.50% | 20.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.