Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
This week in Oncology
Oncology — Sep 7 – Sep 11, 2026 (Wk 37): Oncology Theme: Earnings, Analyst Targets, and Pipeline Updates Drive Activity →This week in oncology saw a mix of company-specific news, including earnings reports and analyst target adjustments, alongside updates on drug pipelines. These developments highlight the ongoing focus on clinical progress and financial performance within the…
GH
Deeply overvalued
Guardant Health, Inc.
Price$157.38
Model IV$27.95
P/IV4.64
Premium +463%
Return to IV: -82.2%
Market implies +19.7%/yr
vs model +27.3% · below model
GILD
Fairly valued
GILEAD SCIENCES, INC.
Price$146.41
Model IV$157.63
P/IV0.85
Discount 7%
Return to IV: +7.7%
Market implies +2.9%/yr
vs model +4.3% · in line
GLSI
Valuation N/A
Greenwich LifeSciences, Inc.
Price$16.09
Model IV—
P/IV—
Limited data — see page
GLUE
Valuation N/A
Monte Rosa Therapeutics, Inc.
Price$14.07
Model IV—
P/IV—
Market implies +25.8%/yr
vs model +15.0% · above model
GMAB
Valuation N/A
GENMAB A/S
Price$32.47
Model IV—
P/IV—
Limited data — see page
GNLX
Valuation N/A
GENELUX Corp
Price$2.49
Model IV—
P/IV—
Market implies +150.0%/yr
vs model +2.0% · above model
GNPX
Valuation N/A
Genprex, Inc.
Price$3.45
Model IV—
P/IV—
Limited data — see page
GNTA
Valuation N/A
Genenta Science S.p.A.
Price$0.83
Model IV—
P/IV—
Limited data — see page
GOSS
Valuation N/A
Gossamer Bio, Inc.
Price$10.70
Model IV—
P/IV—
Market implies +79.5%/yr
vs model +15.0% · above model
GRAL
Valuation N/A
GRAIL, Inc.
Price$76.23
Model IV—
P/IV—
Market implies +52.6%/yr
vs model +25.7% · above model
GTBP
Valuation N/A
GT Biopharma, Inc.
Price$11.63
Model IV—
P/IV—
Limited data — see page
HALO
Deeply undervalued
HALOZYME THERAPEUTICS, INC.
Price$107.94
Model IV$316.93
P/IV0.21
Discount 66%
Return to IV: +193.6%
Market implies +4.8%/yr
vs model +25.0% · below model
HCM
Valuation N/A
HUTCHMED (China) Ltd
Price$12.82
Model IV—
P/IV—
Market implies +23.2%/yr
vs model +11.4% · above model
HCWB
Valuation N/A
HCW Biologics Inc.
Price$2.24
Model IV—
P/IV—
Market implies +29.2%/yr
vs model +15.0% · above model
HOWL
Valuation N/A
Werewolf Therapeutics, Inc.
Price$0.96
Model IV—
P/IV—
Limited data — see page
HRTX
Deeply overvalued
HERON THERAPEUTICS, INC. /DE/
Price$0.32
Model IV$0.60
P/IV1.44
Discount 48%
Return to IV: +91.3%
Market implies -10.9%/yr
vs model +15.7% · below model
HURA
Valuation N/A
TuHURA Biosciences, Inc./NV
Price$2.05
Model IV—
P/IV—
Limited data — see page
IBIO
Valuation N/A
iBio, Inc.
Price$1.21
Model IV—
P/IV—
Market implies +55.1%/yr
vs model +2.0% · above model
IBRX
Valuation N/A
ImmunityBio, Inc.
Price$7.91
Model IV—
P/IV—
Market implies +44.8%/yr
vs model +50.0% · below model
ICCM
Valuation N/A
IceCure Medical Ltd.
Price$2.21
Model IV—
P/IV—
Market implies +92.2%/yr
vs model +2.0% · above model
IDYA
Deeply overvalued
IDEAYA Biosciences, Inc.
Price$37.59
Model IV$17.32
P/IV1.70
Premium +117%
Return to IV: -53.9%
Market implies +10.3%/yr
vs model +50.0% · below model
IMCR
Deeply undervalued
Immunocore Holdings plc
Price$32.60
Model IV$87.31
P/IV0.33
Discount 63%
Return to IV: +167.8%
Market implies -19.3%/yr
vs model +50.0% · below model
IMMP
Valuation N/A
IMMUTEP Ltd
Price$0.33
Model IV—
P/IV—
Limited data — see page
IMMX
Valuation N/A
Immix Biopharma, Inc.
Price$12.14
Model IV—
P/IV—
Limited data — see page
IMNM
Valuation N/A
Immunome Inc.
Price$24.67
Model IV—
P/IV—
Market implies +103.6%/yr
vs model +15.0% · above model
IMNN
Valuation N/A
Imunon, Inc.
Price$1.47
Model IV—
P/IV—
Market implies +11.3%/yr
vs model +15.0% · below model
IMRX
Valuation N/A
Immuneering Corp
Price$4.27
Model IV—
P/IV—
Market implies +93.3%/yr
vs model +15.0% · above model
IMTX
Valuation N/A
Immatics N.V.
Price$8.62
Model IV—
P/IV—
Limited data — see page
INAB
Valuation N/A
IN8BIO, INC.
Price$1.07
Model IV—
P/IV—
Limited data — see page
INBX
Valuation N/A
Inhibrx Biosciences, Inc.
Price$105.61
Model IV—
P/IV—
Market implies +150.0%/yr
vs model +2.0% · above model
INCY
Deeply undervalued
INCYTE CORP
Price$121.47
Model IV$168.99
P/IV0.57
Discount 28%
Return to IV: +39.1%
Market implies +6.9%/yr
vs model +14.5% · below model
INDP
Valuation N/A
Indaptus Therapeutics, Inc.
Price$3.14
Model IV—
P/IV—
Limited data — see page
INFU
Fairly valued
InfuSystem Holdings, Inc
Price$12.15
Model IV$10.28
P/IV0.88
Premium +18%
Return to IV: -15.4%
Market implies +8.6%/yr
vs model +10.3% · in line
INKT
Valuation N/A
MiNK Therapeutics, Inc.
Price$12.00
Model IV—
P/IV—
Limited data — see page
INMB
Valuation N/A
Inmune Bio, Inc.
Price$2.22
Model IV—
P/IV—
Market implies +123.8%/yr
vs model +2.0% · above model
INO
Valuation N/A
INOVIO PHARMACEUTICALS, INC.
Price$1.25
Model IV—
P/IV—
Market implies +101.8%/yr
vs model +2.0% · above model
INTS
Valuation N/A
INTENSITY THERAPEUTICS, INC.
Price$3.98
Model IV—
P/IV—
Limited data — see page
IOVA
Valuation N/A
IOVANCE BIOTHERAPEUTICS, INC.
Price$8.60
Model IV—
P/IV—
Market implies -50.0%/yr
vs model +15.0% · below model
IPHA
Valuation N/A
Innate Pharma SA
Price$1.87
Model IV—
P/IV—
Limited data — see page
IPSC
Deeply overvalued
Century Therapeutics, Inc.
Price$1.94
Model IV$0.57
P/IV4.32
Premium +242%
Return to IV: -70.8%
Market implies +22.7%/yr
vs model +15.0% · above model
JANX
Valuation N/A
Janux Therapeutics, Inc.
Price$17.10
Model IV—
P/IV—
Market implies +55.1%/yr
vs model +28.8% · above model
JAZZ
Deeply undervalued
Jazz Pharmaceuticals plc
Price$245.80
Model IV$483.86
P/IV0.49
Discount 49%
Return to IV: +96.9%
Market implies -1.4%/yr
vs model +8.9% · below model
JSPRW
Valuation N/A
Jasper Therapeutics, Inc.
Price$0.01
Model IV—
P/IV—
Limited data — see page
KPTI
Valuation N/A
Karyopharm Therapeutics Inc.
Price$1.54
Model IV—
P/IV—
Limited data — see page
KURA
Valuation N/A
Kura Oncology, Inc.
Price$11.39
Model IV—
P/IV—
Market implies +40.3%/yr
vs model +15.0% · above model
KYMR
Valuation N/A
Kymera Therapeutics, Inc.
Price$114.96
Model IV—
P/IV—
Market implies +93.1%/yr
vs model +2.0% · above model
KZIA
Valuation N/A
KAZIA THERAPEUTICS LTD
Price$11.19
Model IV—
P/IV—
Limited data — see page
LCTX
Valuation N/A
Lineage Cell Therapeutics, Inc.
Price$1.01
Model IV—
P/IV—
Market implies +28.1%/yr
vs model +35.3% · below model
LEGN
Valuation N/A
Legend Biotech Corp
Price$18.64
Model IV—
P/IV—
Limited data — see page
LIXT
Valuation N/A
LIXTE BIOTECHNOLOGY HOLDINGS, INC.
Price$3.66
Model IV—
P/IV—
Limited data — see page
LLY
Deeply overvalued
ELI LILLY & Co
Price$1,115.70
Model IV$748.36
P/IV1.60
Premium +49%
Return to IV: -32.9%
Market implies +19.9%/yr
vs model +19.2% · in line
LSTA
Valuation N/A
LISATA THERAPEUTICS, INC.
Price$1.63
Model IV—
P/IV—
Market implies +49.0%/yr
vs model +15.0% · above model
LTRN
Valuation N/A
Lantern Pharma Inc.
Price$1.70
Model IV—
P/IV—
Limited data — see page
LYEL
Valuation N/A
Lyell Immunopharma, Inc.
Price$11.96
Model IV—
P/IV—
Market implies +150.0%/yr
vs model +2.0% · above model
MBIO
Valuation N/A
MUSTANG BIO, INC.
Price$0.50
Model IV—
P/IV—
Limited data — see page
MBRX
Valuation N/A
Moleculin Biotech, Inc.
Price$0.72
Model IV—
P/IV—
Limited data — see page
MCRB
Valuation N/A
Seres Therapeutics, Inc.
Price$4.60
Model IV—
P/IV—
Market implies +82.6%/yr
vs model +2.0% · above model
MDXH
Valuation N/A
MDxHealth SA
Price$0.70
Model IV—
P/IV—
Limited data — see page
MESO
Valuation N/A
MESOBLAST LTD
Price$15.48
Model IV—
P/IV—
Limited data — see page
MGNX
Deeply overvalued
MACROGENICS INC
Price$4.00
Model IV$2.64
P/IV1.57
Premium +51%
Return to IV: -33.9%
Market implies +3.8%/yr
vs model +17.9% · below model