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Rare Diseases '25: RNA Therapy & Protein Mod
5 tickers · $55.64B total market cap
Group: Rare Diseases
RNA and protein-targeting therapeutics are entering a renaissance in rare diseases, with proven modalities, platform flexibility, and policy-enabled commercial access creating fertile ground for differentiated and durable returns. This group sits at the intersection of maturing drug technology, lower regulatory friction, and structural improvements in patient access and pricing clarity.
Rare Diseases '25: RNA Therapy & Protein Mod tracks 5 publicly listed stocks in this theme: ADMA, DYN, INSM, IONS, NBIX. 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 |
|---|---|---|---|---|---|---|---|---|
Insmed IncorporatedINSM | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 9.13% | -26.07% | -16.87% | 5.98% | $23.28B | 20.0000 |
Neurocrine Biosciences, Inc.NBIX | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -9.69% | 9.66% | 8.81% | 4.99% | $15.52B | 20.0000 |
Ionis Pharmaceuticals, Inc.IONS | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -5.68% | 4.15% | -10.94% | -1.23% | $12.20B | 20.0000 |
Dyne Therapeutics, Inc.DYN | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -6.53% | 4.32% | 20.62% | -13.34% | $2.63B | 20.0000 |
ADMA Biologics, Inc.ADMA | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -0.70% | -17.37% | -35.26% | 1.89% | $2.00B | 20.0000 |
| Average | -2.69% | -5.06% | -6.73% | -0.34% | $11.13B | 20.0000 | ||
| Median | -5.68% | 4.15% | -10.94% | 1.89% | $12.20B | 20.0000 | ||
| Std Dev | 6.58% | 14.02% | 19.62% | 6.97% | $8.05B | 0.0% | ||
| Min | -9.69% | -26.07% | -35.26% | -13.34% | $2.00B | 20.0000 | ||
| Max | 9.13% | 9.66% | 20.62% | 5.98% | $23.28B | 20.0000 | ||
| % Positive Tickers | 20.00% | 60.00% | 40.00% | 60.00% |
* 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%.