If you are looking for another interesting company to diligence, check out COGT. They are trying to develop a therapeutic that would compete with BPMC's lead drug AYVAKIT® (avapritinib) to treat Systemic Mastocytosis (SM). BPMC announced yesterday that it agreed to be acquired by SNY for ~$9B, whereas COGT has a current market cap around $650M and EV ~$500M. Thus, if COGT were successful to develop a therapeutic to displace AYVAKIT, investors would be handsomely rewarded. COG

This weekend COGT reports some Big-Mover data on  Bezuclastinib (CGT9486) at ASH. COGT Clinical Pipelilne COGT is a biopharma hedge-fund favorite. In fact, as of Sep 30, 2023, they were held by 15 of the top 34 biopharma hedge funds that we track. That is more than any other company. And they remain one of the most popular Top 20 holdings in those funds. COGT's lead asset, Bezuclastinib (CGT9486), is a KIT inhibitor that is being developed to treat GIST and Systemic Mastocyto

This weekend COGT reports some Big-Mover data on  Bezuclastinib (CGT9486) at ASH.

$XBI $89.57 | -3.05% Table of Contents: Top 10 Daily Positive Movers Top 10 Daily Negative Movers Top 10 Daily Volume Movers Want to...

$XBI $89.57 | -3.05% Table of Contents: Top 10 Daily Positive Movers Top 10 Daily Negative Movers Top 10 Daily Volume Movers Want to...

$XBI $93.89 | +1.72% Table of Contents: Top 10 Daily Positive Movers Top 10 Daily Negative Movers Top 10 Daily Volume Movers Want to...

$XBI $93.89 | +1.72% Table of Contents: Top 10 Daily Positive Movers Top 10 Daily Negative Movers Top 10 Daily Volume Movers Want to...

(Posted 10:40am CST) $XBI $93.72 | +1.42% Table of Contents: Top 10 AM Positive Movers Top 10 AM Negative Movers Top 10 AM Volume Movers...

(Posted 10:40am CST) $XBI $93.72 | +1.42% Table of Contents: Top 10 AM Positive Movers Top 10 AM Negative Movers Top 10 AM Volume Movers...

$XBI $74.27 | -0.71% Table of Contents: Covid Updates Pipeline Updates Business Updates Covid Updates #HGEN -4% NIH/NIAID Locks...

$XBI $74.27 | -0.71% Table of Contents: Covid Updates Pipeline Updates Business Updates Covid Updates #HGEN -4% NIH/NIAID Locks...

As we begin June, we review moves from smid-cap biopharma companies during this past week. See Table 1 for weekly moves and moves YTD for...