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Biotech '26: Scalable Oncology Drugs

12 tickers · $205.11B total market cap

Group: Biotech

Biotech '26: Scalable Oncology Drugs tracks 12 publicly listed stocks in this theme: ACLX, BBOT, BMY, CMPX, GMAB, JAZZ, KURA, LEGN, NRIX, NUVL, RVMD, ZYME. See the constituent table for details.

Constituents

Build 20260520T081747

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Bristol-Myers Squibb CompanyBMY
04/30/2026 (BMO)04/30/2026 (BMO)7.58%1.09%-7.10%0.15%$119.07B8.3333
Revolution Medicines, Inc.RVMD
05/06/2026 (AMC)05/06/2026 (AMC)-1.18%-3.19%48.08%3.36%$31.31B8.3333
Genmab A/SGMAB
05/07/2026 (AMC)05/07/2026 (AMC)-3.67%-5.23%-6.37%-2.84%$15.82B8.3333
Jazz Pharmaceuticals plcJAZZ
05/05/2026 (AMC)05/05/2026 (AMC)8.71%9.86%12.32%3.89%$14.90B8.3333
Nuvalent, Inc.NUVL
05/07/2026 (BMO)05/07/2026 (BMO)-2.47%0.98%2.27%-4.07%$7.43B8.3333
Arcellx, Inc.ACLX
02/26/2026 (AMC)-0.08%1.12%$6.73B8.3333
Legend Biotech CorporationLEGN
05/12/2026 (BMO)05/12/2026 (BMO)5.90%12.08%26.20%-6.03%$4.98B8.3333
Zymeworks Inc.ZYME
05/07/2026 (AMC)05/07/2026 (AMC)8.24%-13.47%5.43%2.13%$1.80B8.3333
Nurix Therapeutics, Inc.NRIX
04/08/2026 (AMC)04/08/2026 (AMC)-7.55%-0.67%-5.57%-6.16%$1.32B8.3333
Kura Oncology, Inc.KURA
05/12/2026 (AMC)05/12/2026 (AMC)5.29%-0.32%8.04%-5.49%$795.4M8.3333
BridgeBio Oncology Therapeutics Inc.BBOT
05/12/2026 (AMC)05/12/2026 (AMC)5.36%2.41%-21.98%7.92%$698.5M8.3333
Compass Therapeutics, Inc.CMPX
05/05/2026 (BMO)05/05/2026 (BMO)-3.16%-3.61%-64.79%-3.21%$250.3M8.3333
Average1.91%-0.01%-0.20%-0.94%$17.09B8.3333
Median2.60%-0.32%1.70%-2.84%$5.86B8.3333
Std Dev5.30%6.63%25.90%4.51%$31.96B0.0%
Min-7.55%-13.47%-64.79%-6.16%$250.3M8.3333
Max8.71%12.08%48.08%7.92%$119.07B8.3333
% Positive Tickers50.00%45.45%58.33%45.45%

* 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%.

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