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RTTNews BiotechCodex · 实盘不做把握 8/10
北京时间·🕒 发布 11:41:23时区推断·⟳ 抓取 16:32:02·⚡ 决策 07-16 17:02:55 +30m53s·103.1 天前

RTTNews 汇总美股生物科技股当日涨幅,未给出新的未定价交易催化

这是一篇盘后涨幅复盘,核心信息是多只 biotech 股票已经在周三收盘前大涨,主要属于市场反应总结而非新的可执行催化。

📄 原文RTTNews Biotech↗ 原文
Top Biotech Gainers: APLM Climbs 22%; IOVA, RCEL On Watch; MANE Gains On Hair Loss Data Business Latest Headlines Top S…
不做 Veradermics(MANE.US)
不做:阳性数据已在当日收盘前触发上涨,当前信号是盘后涨幅复盘,追高没有明确剩余 edge。
不做 Apollomics(APLM.US)
不做:恢复 Nasdaq 合规属于程序性利好,且股价已当日大涨 22.23%,没有新的未定价交易点。
不做 Iovance Biotherapeutics(IOVA.US)
不做:文中明确称上涨无具体新闻,Q2 业绩前关注不构成可交易的新催化。
不做 AVITA Medical(RCEL.US)
不做:只是财报前关注和当日涨幅复盘,未见超预期数据或新审批。
不做 Annexon(ANNX.US)
不做:会议展示和 Q4 顶线数据仍未发生,当前只是会前预期交易且已上涨。
不做 Adlai Nortye(ANL.US)
不做:Form 3 初始持股披露不构成强基本面催化,且股价已当日上涨。

另有 1 腿,见展开详情。

展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

其余 1 腿

不做 Conexeu Sciences(CNXU.US)
不做:预临床里程碑和 2027 年 510(k) 计划距离商业化较远,且当日涨幅已反应。

研究档案

🔎 新鲜度:最早出现 2026-07-15 · 扩散 medium · price-in 风险 high ↗

关键理由

  • 这是一篇盘后涨幅复盘,核心信息是多只 biotech 股票已经在周三收盘前大涨,主要属于市场反应总结而非新的可执行催化。
  • 文中仅 MANE 的女性脱发 Phase 2 阳性数据属于具体事件,但报道同时说明股价已在当日上涨 12.28%,且原始公司新闻和市场反应已发生。
  • APLM、IOVA、CNXU、RCEL、ANNX、ANL 多数为合规恢复、财报前关注、会议前瞻、持股披露或无具体新闻驱动,无法形成统一且未反应的同向交易。

主要风险

  • 若 MANE 或 ANNX 后续发布更详细临床数据或会议更新,应由新信号重新评估,而不是追这篇涨幅复盘。

原文全文

展开原文 · 12,544 字
Top Biotech Gainers: APLM Climbs 22%; IOVA, RCEL On Watch; MANE Gains On Hair Loss Data
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TODAY'S TOP STORIES
By
Prabha Kurup
✉
|
Published:
7/15/2026 11:41 PM ET
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Today's biotech movers include Apollomics following its return to Nasdaq compliance, Iovance and AVITA ahead of Q2 earnings updates, Annexon, awaiting topline data in dry age-related macular degeneration with geographic atrophy, and Veradermics after reporting positive results from its female pattern hair loss trial.
Read on…
APLM Back on Track?
Apollomics Inc. (
APLM
) led the pack of gainers on Wednesday, with shares soaring more than 20%.
This clinical-stage company's lead program is Vebreltinib (APL-101), a potent, selective c-Met inhibitor for the treatment of non-small cell lung cancer and other advanced tumors with c-Met alterations, which is currently in a Phase 2 multicohort clinical trial in the United States and other countries.
As recently as July 8, 2026, Apollomics was notified by Nasdaq that it had regained compliance with the Market Value of Listed Securities (MVLS) requirement under Listing Rule 5550(b)(2), and the matter has been closed.
APLM closed Wednesday's trading at $19.19, up 22.23%.
IOVA Gears Up for Q2 Results as Amtagvi Momentum Builds
Iovance Biotherapeutics Inc. (
IOVA
) jumped more than 20% on Wednesday, on no specific news.
This commercial biotechnology company focuses on developing and delivering novel polyclonal tumour-infiltrating lymphocyte (TIL) therapies for cancer. Its lead product Amtagvi is the first FDA-approved T cell therapy for a solid tumor indication and is indicated for the treatment of adult patients with unresectable or metastatic melanoma.
The company is scheduled to report Q2, 2026 financial results during the first week of August.
U.S. Amtagvi revenue in Q2 2026 is expected to be $79 million to $81 million, which would be about 23% higher than in Q4 2025, the last quarter before scheduled iCTC maintenance. The maintenance temporarily reduced manufacturing capacity at the Iovance Cell Therapy Center, impacting Amtagvi production.
IOVA closed Wednesday's trading at $4.74, up 20.61%.
CNXU Hits Key Preclinical Milestone
Conexeu Sciences Inc. (
CNXU
), a preclinical-stage regenerative tissue platform company, was up more than 17% on Wednesday.
Recently, the company completed a 12-month preclinical P.R.O.O.F. study of its CXU platform, supporting its planned entry into the $11 billion medical aesthetics market. It intends to first seek FDA clearance through the predicate-based 510(k) pathway in wound care, which typically involves a 90-day FDA review rather than the multi-year studies required for a novel product category. The submission is planned for Q1 2027. This initial wound care clearance is expected to establish the regulatory foundation for the company's subsequent expansion into the medical aesthetics market.
CNXU closed Wednesday's trading at $11.18, up 17.68%.
Can RECELL Power AVITA's Growth?
AVITA Medical, Inc. (
RCEL
), a therapeutic acute wound care company, was up more than 17% on Wednesday.
The company is scheduled to report its second quarter 2026 financial results after the close of the U.S. financial
markets
on Thursday, August 6, 2026. Its flagship product is RECELL system, approved by the FDA for the treatment of thermal burn and trauma wounds.
In the first quarter of 2026, revenue was $19.3 million, and net loss was $10.6 million, or $0.35 per share. For the second quarter of 2025, the company reported revenue of $18.4 million and a net loss of $9.9 million, or $0.38 per share.
RCEL closed Wednesday's trading at $4.73, up 17.66%.
All Eyes on ARCHER II
Shares of Annexon Inc. (
ANNX
) jumped more than 17% on Wednesday, ahead of the presentation at the American Society of Retina Specialists (ASRS) 44th Annual Scientific Meeting on July 18, 2026.
The presentation, titled "Phase 2 ARCHER Baseline Characteristics Associated with Confirmed Best Corrected Visual Acuity 15-Letter Loss in Patients with Geographic Atrophy," will highlight baseline factors associated with vision loss in patients with geographic atrophy (GA) and inform patient selection for the ongoing Phase 3 ARCHER II trial.
The company expects to report topline pivotal data from the Phase 3 ARCHER II trial in the fourth quarter of 2026.
ANNX closed Wednesday's trading at $6.50, up 17.12%.
Adlai On Watch
Adlai Nortye (
ANL
), a global clinical-stage company at the forefront of discovering and developing innovative cancer therapies, was up 15% on Wednesday.
A Form 3 filing by Roger Sawhney on July 15, 2026, disclosed his initial beneficial ownership in the company as a director and 10% holder. The filing showed that Sawhney directly owns 9,838 ADSs and has indirect ownership of approximately 8,162 ADSs through restricted stock units (RSUs), which are scheduled to vest between August 2026 and August 2027.
ANL closed Wednesday's trading at $10.63, up 15.54%.
MANE Has a Good Hair Day
Veradermics Inc. (
MANE
) surged more than 12% on Wednesday, following positive topline results from its open-label Phase 2 clinical trial evaluating VDPHL01, a proprietary extended-release oral minoxidil formulation, in females with mild-to-moderate pattern hair loss, dubbed Study '207.
According to the trial results, VDPHL01 demonstrated a rapid onset of hair growth, with most study participants reporting improved hair coverage as early as Month 2. By Month 6, approximately 88.9% of patients receiving once-daily dosing and 90.0% receiving twice-daily dosing reported their outcomes as "improved" or "much improved." The treatment also demonstrated robust hair growth, with mean increases in non-vellus target area hair count (TAHC) of 22.7 hairs/cm² and 23.3 hairs/cm² in the once-daily and twice-daily dosing groups, respectively.
A Phase 2/3 trial evaluating VDPHL01 in females with pattern hair loss, known as Study '306', is ongoing, with results to be announced in the first half of next year.
MANE closed Wednesday's trading at $123.70, up 12.28%.
Did you know?
A large multistate outbreak of cyclosporiasis is currently occurring in the U.S. According to the CDC, as of July 13, 2026, 1,645 laboratory-confirmed cases of cyclosporiasis have been reported among people who acquired the infection in the United States, spanning 34 states.
Cyclosporiasis is a gastrointestinal illness caused by the microscopic parasite Cyclospora. People become infected by consuming food or water contaminated with feces (stool) containing the parasite. Watery diarrhea is the most common symptom of cyclosporiasis.
If you experience symptoms of cyclosporiasis, contact your healthcare provider. The infection is typically treated with trimethoprim-sulfamethoxazole, an antibiotic sold under brand names including Bactrim, Septra, and Cotrim. People who are allergic to sulfa drugs should consult their healthcare provider about alternative treatment options. (Source: CDC)
For comments and feedback contact: editorial@rttnews.com
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