Biotechnology

Drug developers by modality or disease area, diagnostics and tools.

Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions +0.6pp, 21 sessions −3.4pp, 63 sessions −1.3pp. Participation 39%; 136 of 157 members eligible.

21-session excess -3.4pp
63-session excess -3.3pp (robust)

Member companies

Themes in this family

Large-Cap Biopharma: Leading — 21-session vs SPY +6.1pp, participation 75%
Neuro / CNS: Neutral — 21-session vs SPY −0.2pp, participation 43%
Molecular Diagnostics: Weakening — 21-session vs SPY +15.9pp, participation 80%
Immunology & Inflammation: Lagging — 21-session vs SPY −3.6pp, participation 29%
Rare & Genetic Disease: Lagging — 21-session vs SPY −3.6pp, participation 32%
RNA Therapeutics: Lagging — 21-session vs SPY −4.2pp, participation 40%
Oncology: Lagging — 21-session vs SPY −8.2pp, participation 32%
Gene Therapy: Lagging — 21-session vs SPY −16.6pp, participation 0%
Targeted Protein Degradation: Tracked (too few stocks for a leadership state) — 21-session vs SPY +2.4pp, participation 67%
Gene Editing: Tracked (too few stocks for a leadership state) — 21-session vs SPY +1.3pp, participation 67%
Vaccines: Tracked (too few stocks for a leadership state) — 21-session vs SPY −0.6pp, participation 50%
Obesity / MASH: Tracked (too few stocks for a leadership state) — 21-session vs SPY −4.7pp, participation 50%
Specialty Pharma: Tracked (too few stocks for a leadership state) — 21-session vs SPY −10.1pp, participation 0%
AI Drug Discovery: Exposure tag
Antiviral Therapeutics: Exposure tag
Cardiovascular: Exposure tag
Cell Therapy: Exposure tag
Drug Delivery Technology: Exposure tag
Drug-Discovery Simulation Software: Exposure tag
Ophthalmology Therapeutics: Exposure tag
Plasma-Derived Biologics: Exposure tag
Regenerative Medicine: Exposure tag
Synthetic Biology Tools: Exposure tag

All themes