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Day 2 of ASCO 2026 shifted the spotlight from ADC-heavy discussions toward cell therapy, precision oncology, and several important late-stage studies. While major pharmaceutical companies continued to present updates from established programs, some of the most interesting stories came from companies advancing TCR-T therapies, next-generation targeted treatments, and novel immunotherapy approaches. Here are five tickers that stood out: IMTX: TCR-T Therapy Continues Its Push in

ASCO 2026 continued to deliver important clinical updates on Day 2, with presentations spanning cell therapy, lung cancer, breast cancer, gastrointestinal tumors, and rare diseases. While ADCs remained an important part of the meeting, Day 2 highlighted growing momentum behind engineered cell therapies, precision oncology approaches, and several late-stage studies that could influence future standards of care. Cell Therapy Continues Expanding Beyond Hematology Immatics ($IMTX

ASCO is one of the most important events on the biotech calendar, but not every presentation captures investors' attention equally. Day 1 featured dozens of clinical updates across oncology, yet a handful of companies stood out because of the technologies they are advancing, the markets they are targeting, and the potential impact on future valuations. Here are five tickers that mattered on Day 1 of ASCO 2026. NUVL: Building a Potential Next-Generation ALK Franchise Nuvalent

ASCO 2026 Day 1 Highlights: ADCs, Bispecifics, and Precision Oncology Take Center Stage ASCO 2026 is underway, and Day 1 delivered important updates across hematologic malignancies, lung cancer, genitourinary cancers, and gynecologic oncology. While many presentations reinforced existing standards of care, several datasets highlighted the continued momentum behind antibody-drug conjugates (ADCs), bispecific antibodies, and precision oncology approaches. The day also offered a

ASCO is one of the most important weeks of the year for biotech investors. Clinical updates presented during the meeting can rapidly reshape company narratives, regulatory expectations, partnership interest, and valuation outlooks, especially for small and mid-cap oncology companies. Using BPIQ MCP, we screened for companies where ASCO 2026 presentations could represent meaningful inflection points. The final list includes pivotal Phase 3 datasets, late-stage regulatory setup

Summary Hedge fund holdings can help you discover new investment ideas We identified & follow the top biopharma-focused hedge funds Q1 hedge fund holdings reports were released on ~05/15/26 This report focuses on top holdings of top biopharma hedge funds as of 03/31/26 Top Biopharma Hedge Funds At BPIQ we identified the top smid-cap biopharma-focused hedge funds ^1. We updated our database of holding and other info re: these funds with their recently-released data for holdings

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Following our latest portfolio update, a few companies appeared across multiple BPIQ portfolios. Since Top 10A, Top 10B, and Top 15 use different portfolio construction approaches, many stocks appear in only one portfolio. When a company appears across multiple portfolios, it suggests that it ranks highly across multiple versions of our hedge fund consensus framework. Examples from the latest update: DYN → included in Top 10A, Top 10B, and Top 15 ORIC → included in Top 10A an

With the latest hedge fund filings incorporated into our portfolio targets, many subscribers ask a similar question: Why does BPIQ maintain multiple portfolio strategies instead of a single portfolio? The answer is simple. While all of our core portfolios are built from the same foundation, top holdings and consensus positions of biotech-focused hedge funds, portfolio construction matters. As discussed in our recent blog, consensus is the signal, structure is the edge. Years

The new holding targets for our three quarterly-adjusted BPIQ model portfolios, Top10A, Top15, and Top10B, have now been updated. Elite and APEX subscribers can view the latest portfolio targets here: 👉 https://app.bpiq.com/model-portfolios/hf-targets You can also track quarter-over-quarter changes, including stocks that were added or removed, along with their percentage change based on the latest update as of 5/16/26: 👉 https://app.bpiq.com/model-portfolios/hf-targets-chan