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ASCO 2026 delivered important updates across hematologic malignancies, lung cancer, breast cancer, gastrointestinal cancers, melanoma, and several rare and difficult-to-treat tumors. Across the meeting, ADCs, bispecific antibodies, cell therapies, radioligand approaches, and increasingly precise biomarker-driven strategies remained at the center of oncology innovation. One presentation stood above the rest. During the Day 3 Plenary Session, Revolution Medicines presented what

Summary Since 2023, BPIQ model portfolios built around biopharma hedge fund consensus holdings have consistently and significantly outperformed the biotech benchmarks XBI and IBB. Background After extensive back-testing to find to identify the best strategies for using consensus holdings of top institutional investors to consistently beat the biotech benchmarks, we launched our first consensus-based portfolio (Top 20s) on 4/1/2023. By 9/30/2023, we applied the hedge fund favo

Summary Since 2023, BPIQ model portfolios built around biopharma hedge fund consensus holdings have consistently and significantly outperformed the biotech benchmarks XBI and IBB. Want access to our portfolio holdings and other portfolios' info/tools to help you make better biopharma investment decisions? Sign up for Elite or APEX today? Background After extensive back-testing to find to identify the best strategies for using consensus holdings of top institutional investors

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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