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…
MNOV
Valuation N/A
MEDICINOVA INC
Price$1.81
Model IV—
P/IV—
Market implies +68.2%/yr
vs model +2.0% · above model
MNPR
Valuation N/A
Monopar Therapeutics
Price$104.33
Model IV—
P/IV—
Limited data — see page
MOLN
Valuation N/A
MOLECULAR PARTNERS AG
Price$4.18
Model IV—
P/IV—
Limited data — see page
MRK
Overvalued
Merck & Co., Inc.
Price$143.93
Model IV$120.25
P/IV1.20
Premium +20%
Return to IV: -16.5%
Market implies +9.0%/yr
vs model +8.2% · in line
MRKR
Deeply overvalued
Marker Therapeutics, Inc.
Price$1.17
Model IV$0.56
P/IV2.79
Premium +108%
Return to IV: -51.9%
Market implies +4.5%/yr
vs model +30.0% · below model
MTNB
Valuation N/A
Matinas BioPharma Holdings, Inc.
Price$0.19
Model IV—
P/IV—
Market implies -8.9%/yr
vs model +15.0% · below model
MYGN
Deeply undervalued
MYRIAD GENETICS INC
Price$3.42
Model IV$9.25
P/IV0.43
Discount 63%
Return to IV: +170.6%
Market implies -16.6%/yr
vs model +4.5% · below model
NBTX
Valuation N/A
Nanobiotix S.A.
Price$35.73
Model IV—
P/IV—
Limited data — see page
NCNA
Valuation N/A
NuCana plc
Price$1.32
Model IV—
P/IV—
Limited data — see page
NKTR
Valuation N/A
NEKTAR THERAPEUTICS
Price$68.50
Model IV—
P/IV—
Market implies +95.7%/yr
vs model +2.0% · above model
NKTX
Valuation N/A
Nkarta, Inc.
Price$2.92
Model IV—
P/IV—
Limited data — see page
NRIX
Valuation N/A
Nurix Therapeutics, Inc.
Price$24.83
Model IV—
P/IV—
Market implies +35.5%/yr
vs model +29.6% · above model
NTHI
Valuation N/A
NEONC TECHNOLOGIES HOLDINGS, INC.
Price$3.31
Model IV—
P/IV—
Market implies +130.0%/yr
vs model +2.0% · above model
NTLA
Valuation N/A
Intellia Therapeutics, Inc.
Price$11.74
Model IV—
P/IV—
Market implies +53.6%/yr
vs model +19.6% · above model
NTRA
Deeply overvalued
Natera, Inc.
Price$328.93
Model IV$89.11
P/IV2.51
Premium +269%
Return to IV: -72.9%
Market implies +16.6%/yr
vs model +38.6% · below model
NUVB
Valuation N/A
Nuvation Bio Inc.
Price$5.94
Model IV—
P/IV—
Market implies -50.0%/yr
vs model +15.0% · below model
NUVL
Valuation N/A
Nuvalent, Inc.
Price$123.96
Model IV—
P/IV—
Limited data — see page
NVCR
Valuation N/A
NovoCure Ltd
Price$16.22
Model IV—
P/IV—
Market implies +35.6%/yr
vs model +5.2% · above model
NVCT
Valuation N/A
Nuvectis Pharma, Inc.
Price$23.99
Model IV—
P/IV—
Limited data — see page
NVS
Deeply undervalued
NOVARTIS AG
Price$137.16
Model IV$212.96
P/IV0.64
Discount 36%
Return to IV: +55.3%
Market implies +0.6%/yr
vs model +7.4% · below model
NXTC
Valuation N/A
NextCure, Inc.
Price$7.00
Model IV—
P/IV—
Limited data — see page
ODTX
Valuation N/A
Odyssey Therapeutics, Inc.
Price$21.99
Model IV—
P/IV—
Limited data — see page
OKUR
Valuation N/A
OnKure Therapeutics, Inc.
Price$2.93
Model IV—
P/IV—
Limited data — see page
OLMA
Valuation N/A
Olema Pharmaceuticals, Inc.
Price$10.22
Model IV—
P/IV—
Limited data — see page
ONCO
Fairly valued
Onconetix, Inc.
Price$0.65
Model IV$0.65
P/IV1.84
Discount 1%
Return to IV: +1.1%
Market implies -3.5%/yr
vs model +15.0% · below model
ONCY
Valuation N/A
ONCOLYTICS BIOTECH INC
Price$0.75
Model IV—
P/IV—
Limited data — see page
ORIC
Valuation N/A
Oric Pharmaceuticals, Inc.
Price$12.04
Model IV—
P/IV—
Limited data — see page
OSTX
Valuation N/A
OS Therapies Inc
Price$1.68
Model IV—
P/IV—
Limited data — see page
PBYI
Undervalued
PUMA BIOTECHNOLOGY, INC.
Price$9.12
Model IV$9.98
P/IV0.72
Discount 9%
Return to IV: +9.4%
Market implies +0.4%/yr
vs model +3.0% · in line
PCSA
Valuation N/A
Processa Pharmaceuticals, Inc.
Price$1.96
Model IV—
P/IV—
Limited data — see page
PDSB
Valuation N/A
PDS Biotechnology Corp
Price$0.29
Model IV—
P/IV—
Limited data — see page
PFE
Fairly valued
PFIZER INC
Price$27.72
Model IV$30.77
P/IV0.85
Discount 10%
Return to IV: +11.0%
Market implies +1.3%/yr
vs model +3.0% · in line
PGEN
Valuation N/A
PRECIGEN, INC.
Price$6.85
Model IV—
P/IV—
Market implies +109.0%/yr
vs model +2.0% · above model
PHIO
Valuation N/A
Phio Pharmaceuticals Corp.
Price$1.03
Model IV—
P/IV—
Limited data — see page
PLSE
Valuation N/A
PULSE BIOSCIENCES, INC.
Price$53.11
Model IV—
P/IV—
Market implies +150.0%/yr
vs model +2.0% · above model
PMCB
Valuation N/A
PharmaCyte Biotech, Inc.
Price$0.45
Model IV—
P/IV—
Limited data — see page
PMVP
Valuation N/A
PMV Pharmaceuticals, Inc.
Price$1.40
Model IV—
P/IV—
Limited data — see page
PPBT
Valuation N/A
PURPLE BIOTECH LTD.
Price$1.72
Model IV—
P/IV—
Limited data — see page
PPCB
Valuation N/A
Propanc Biopharma, Inc.
Price$0.92
Model IV—
P/IV—
Limited data — see page
PRLD
Valuation N/A
Prelude Therapeutics Inc
Price$4.59
Model IV—
P/IV—
Market implies +64.0%/yr
vs model +15.0% · above model
PROF
Valuation N/A
Profound Medical Corp.
Price$5.97
Model IV—
P/IV—
Market implies +37.5%/yr
vs model +15.0% · above model
PRPO
Deeply undervalued
Precipio, Inc.
Price$27.16
Model IV$99.09
P/IV0.23
Discount 73%
Return to IV: +264.8%
Market implies -31.4%/yr
vs model +29.2% · below model
PSNL
Valuation N/A
Personalis, Inc.
Price$16.21
Model IV—
P/IV—
Market implies +95.8%/yr
vs model +2.0% · above model
PSTV
Valuation N/A
PLUS THERAPEUTICS, INC.
Price$3.84
Model IV—
P/IV—
Market implies +70.9%/yr
vs model +15.0% · above model
PYPD
Valuation N/A
PolyPid Ltd.
Price$5.33
Model IV—
P/IV—
Limited data — see page
PYXS
Valuation N/A
Pyxis Oncology, Inc.
Price$3.21
Model IV—
P/IV—
Market implies +38.4%/yr
vs model +15.0% · above model
QNCX
Valuation N/A
Quince Therapeutics, Inc.
Price$29.55
Model IV—
P/IV—
Limited data — see page
QNTM
Valuation N/A
Quantum Biopharma Ltd.
Price$3.20
Model IV—
P/IV—
Limited data — see page
RADX
Valuation N/A
Radiopharm Theranostics Ltd
Price$1.98
Model IV—
P/IV—
Limited data — see page
RCUS
Valuation N/A
Arcus Biosciences, Inc.
Price$24.59
Model IV—
P/IV—
Market implies +101.2%/yr
vs model +2.0% · above model
RDHL
Valuation N/A
RedHill Biopharma Ltd.
Price$0.64
Model IV—
P/IV—
Limited data — see page
REGN
Fairly valued
REGENERON PHARMACEUTICALS, INC.
Price$781.49
Model IV$601.17
P/IV1.02
Premium +30%
Return to IV: -23.1%
Market implies +6.7%/yr
vs model +3.8% · in line
REPL
Valuation N/A
Replimune Group, Inc.
Price$12.92
Model IV—
P/IV—
Limited data — see page
RFL
Valuation N/A
Rafael Holdings, Inc.
Price$2.28
Model IV—
P/IV—
Market implies +118.2%/yr
vs model +2.0% · above model
RIGL
Deeply undervalued
RIGEL PHARMACEUTICALS INC
Price$47.24
Model IV$117.12
P/IV0.26
Discount 60%
Return to IV: +147.9%
Market implies +2.0%/yr
vs model +20.0% · below model
RLAY
Valuation N/A
Relay Therapeutics, Inc.
Price$18.87
Model IV—
P/IV—
Market implies +64.5%/yr
vs model +50.0% · above model
RNAC
Valuation N/A
Cartesian Therapeutics, Inc.
Price$8.19
Model IV—
P/IV—
Market implies +104.6%/yr
vs model +2.0% · above model
RNAZ
Valuation N/A
Transcode Therapeutics, Inc.
Price$1.60
Model IV—
P/IV—
Limited data — see page
RNXT
Valuation N/A
RenovoRx, Inc.
Price$1.76
Model IV—
P/IV—
Market implies +48.2%/yr
vs model +15.0% · above model
RVMD
Valuation N/A
Revolution Medicines, Inc.
Price$203.77
Model IV—
P/IV—
Market implies +126.5%/yr
vs model +15.0% · above model