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Rare Diseases '25: CNS/Neuro
5 tickers · $121.01B total market cap
Group: Rare Diseases
The rare neuro/CNS disease space is benefiting from a powerful alignment of policy reforms, FDA flexibility, and scientific breakthroughs in targeting historically intractable disorders. The combination of Medicare access expansion, Accelerated Approvals, and differentiated biology makes this a high-conviction niche in rare disease investing.
Rare Diseases '25: CNS/Neuro tracks 5 publicly listed stocks in this theme: ANNX, BHVN, DNLI, KYMR, VRTX. 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 |
|---|---|---|---|---|---|---|---|---|
Vertex Pharmaceuticals IncorporatedVRTX | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 5.69% | 0.10% | -12.54% | 2.34% | $110.23B | 20.0000 |
Kymera Therapeutics, Inc.KYMR | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 0.74% | -0.98% | -10.77% | -3.18% | $6.43B | 20.0000 |
Denali Therapeutics Inc.DNLI | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -1.12% | -3.87% | -6.94% | -7.70% | $2.87B | 20.0000 |
Biohaven Ltd.BHVN | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -10.16% | 0.83% | -4.43% | -13.59% | $888.2M | 20.0000 |
Annexon, Inc.ANNX | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 8.06% | -0.18% | 2.99% | -13.71% | $587.2M | 20.0000 |
| Average | 0.64% | -0.82% | -6.34% | -7.17% | $24.20B | 20.0000 | ||
| Median | 0.74% | -0.18% | -6.94% | -7.70% | $2.87B | 20.0000 | ||
| Std Dev | 6.33% | 1.63% | 5.46% | 6.18% | $43.06B | 0.0% | ||
| Min | -10.16% | -3.87% | -12.54% | -13.71% | $587.2M | 20.0000 | ||
| Max | 8.06% | 0.83% | 2.99% | 2.34% | $110.23B | 20.0000 | ||
| % Positive Tickers | 60.00% | 40.00% | 20.00% | 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%.