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BPIQ’s June 2026 Hedge Fund Stock Picks highlight three biopharma catalyst setups. This free version features CLDX, a later-stage immunology pick with pivotal data ahead.

BPIQ’s June 2026 Hedge Fund Stock Picks highlight three biopharma names with different catalyst profiles. This Pro version features the full CLDX pick, including its later-stage immunology setup, pivotal data ahead, and downloadable PDF report.

For June 2026, BPIQ’s Hedge Fund Stock Picks highlight three biopharma names with very different profiles: Celldex Therapeutics, ORIC Pharmaceuticals, and Compass Therapeutics. CLDX offers a later-stage immunology catalyst setup with an M&A-validated target area. ORIC provides a multi-shot precision oncology story across lung cancer and prostate cancer. CMPX brings the highest risk/reward around a lead asset approaching its first regulatory filing and earlier stage assets. To

ASCO 2026 was not only about individual readouts. Across five days, the meeting showed where oncology innovation is moving next: more targeted, more biomarker-driven, and increasingly built around complex therapeutic platforms. From BPIQ’s lens, several technology themes stood out. ADCs Stayed at the Center of Oncology Antibody-drug conjugates remained one of the most active modalities across the meeting. Nectin-4 was especially visible, with Corbus, Eli Lilly, and Bicycle Th

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