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Biotech '26: AI Driven Drug Discovery
14 tickers · $1.33T total market cap
Group: Biotech
Biotech '26: AI Driven Drug Discovery tracks 14 publicly listed stocks in this theme. Sample tickers: 3696.HK, AZTA, CGNX, DHR, ICLR, IQV, LLY, MEDP, MLAB, NOVT, RPID, TMO, and 2 more. Use the table below for the full list.
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 |
|---|---|---|---|---|---|---|---|---|
Eli Lilly and CompanyLLY | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 1.73% | 13.17% | -16.62% | 6.03% | $965.05B | 7.1429 |
Thermo Fisher Scientific Inc.TMO | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -4.84% | -8.61% | -11.17% | -4.66% | $166.42B | 7.1429 |
Danaher CorporationDHR | 04/21/2026 (BMO) | 04/21/2026 (BMO) | -6.84% | -5.86% | -10.98% | -9.24% | $118.23B | 7.1429 |
IQVIA Holdings Inc.IQV | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -7.43% | 9.65% | -14.16% | -1.86% | $28.90B | 7.1429 |
Medpace Holdings, Inc.MEDP | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -20.07% | -23.59% | 19.94% | 6.73% | $11.99B | 7.1429 |
Cognex CorporationCGNX | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 36.63% | 12.05% | 5.90% | -7.99% | $10.13B | 7.1429 |
ICON Public Limited CompanyICLR | 10/22/2025 (AMC) | 05/20/2026 (AMC) | -7.52% | — | -36.92% | — | $8.67B | 7.1429 |
Novanta Inc.NOVT | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -5.84% | 15.10% | 0.63% | -7.31% | $5.25B | 7.1429 |
InSilico Medicine Cayman TopCo3696.HK | — | — | — | — | — | — | $3.77B | 7.1429 |
Twist Bioscience CorporationTWST | 05/04/2026 (BMO) | 05/04/2026 (BMO) | 12.78% | -6.13% | 30.40% | -12.70% | $3.08B | 7.1429 |
10x Genomics, Inc.TXG | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 3.48% | -5.01% | 23.73% | 3.19% | $2.83B | 7.1429 |
Azenta, Inc.AZTA | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 0.81% | -24.54% | -36.00% | -4.95% | $813.5M | 7.1429 |
Mesa Laboratories, Inc.MLAB | 02/03/2026 (BMO) | 05/27/2026 (BMO) | 13.70% | — | 9.07% | — | $551.5M | 7.1429 |
Rapid Micro Biosystems, Inc.RPID | 05/13/2026 (BMO) | 05/13/2026 (BMO) | -35.39% | -10.08% | -8.83% | -14.66% | $90.6M | 7.1429 |
| Average | -1.45% | -3.08% | -3.46% | -4.31% | $94.70B | 7.1429 | ||
| Median | -4.84% | -5.86% | -8.83% | -4.95% | $6.96B | 7.1429 | ||
| Std Dev | 16.53% | 13.37% | 20.20% | 6.85% | $246.21B | 0.0% | ||
| Min | -35.39% | -24.54% | -36.92% | -14.66% | $90.6M | 7.1429 | ||
| Max | 36.63% | 15.10% | 30.40% | 6.73% | $965.05B | 7.1429 | ||
| % Positive Tickers | 46.15% | 36.36% | 46.15% | 27.27% |
* 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%.