Biotech Universe

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Biotech Universe

Scan symbols 22
ABBVALNYAMGNBEAMBIIBBMRNBNTXDHRDNAEDITEXASGILDILMNINCYIONSLEGNNVOPTGXRAREREGNRXRXSRPT
Watchlists 1
@biotech-scan
raw scan snapshot — prices as of scan date, not live 39 rows · screens, not recommendations superseded by2026-04-26-biotech-scanported fromresearch/classic/scans/_archive/2026-02-02-biotech-scan.mdscan slugbiotech-scansource typescan-archive

Broader biotech scan to find opportunities. ALNY/LEGN are pullbacks. GILD approaching FOMO.

Quick Snapshot

Signal Reading
Overall 🟢 Several pullbacks to research
Key insight ALNY -15%, LEGN -16%, DHR/A -5% are real dips. GILD +21% is running.

Action Matrix

Action Stocks Why
🔍 RESEARCH ALNY, LEGN Major pullbacks -15%, need thesis
🔍 RESEARCH DHR, A Lab tools dip -5%, boring compounders
🔍 WATCH BEAM, EDIT, NVO Sideways, interesting theses
⚠️ CAUTION GILD, BNTX +21% and +12%, approaching FOMO

Legend

  • RSI ↓ = Oversold (<30) - potential buying opportunity
  • RSI ↑ = Overbought (>70) - FOMO warning, may pullback
  • 52wkHi = % from 52-week high (how far below peak)

Data - Sorted by 30D

Stock Price 1D 7D 30D 3M 52wkHi RSI Status Sector
LEGN $17.16 - - -16% - - - 🟢 Pullback CAR-T cell therapy
ALNY $338.85 - - -15% - - - 🟢 Pullback RNAi therapeutics
DHR $223.46 - - -5% - - - 🟢 Pullback Life sciences tools
A $135.36 - - -5% - - - 🟢 Pullback Lab instruments
RXRX $4.17 - - -4% - - - 🟢 Dip AI drug discovery
SRPT $20.74 - - -2% - - - 🟡 Sideways Gene therapy (DMD)
BMRN $57.95 - - -2% - - - 🟡 Sideways Rare diseases
PTGX $83.03 - - -1% - - - 🟡 Sideways Oncology
REGN $755.03 - - -1% - - - 🟡 Sideways Diversified biotech
ILMN $141.12 - - -0% - - - 🟡 Sideways Gene sequencing
INCY $102.67 - - +1% - - - 🟡 Sideways Oncology
EXAS $102.49 - - +1% - - - 🟡 Sideways Cancer diagnostics
EDIT $2.01 - - +1% - - - 🟡 Sideways Gene editing
BIIB $179.10 - - +3% - - - 🟡 Steady Neurology
DNA $9.15 - - +3% - - - 🟡 Steady AI drug discovery
ABBV $225.69 - - +3% - - - 🟡 Steady Large cap pharma
BEAM $27.92 - - +4% - - - 🟡 Steady Base editing
IONS $83.07 - - +6% - - - 🟡 Steady Antisense RNA
NVO $58.97 - - +7% - - - 🟡 Steady GLP-1 (LLY competitor)
RARE $24.76 - - +7% - - - 🟡 Steady Rare diseases
AMGN $344.65 - - +7% - - - 🟡 Steady Large cap biotech
BNTX $108.91 - - +12% - - - 🔴 Running mRNA
GILD $142.88 - - +21% - - - 🔴 Running HIV, oncology

Interesting Finds

🟢 ALNY - Alnylam Pharmaceuticals (-14.76%)

What they do: RNAi (RNA interference) therapeutics. Pioneer in silencing disease-causing genes.

  • Major pullback from highs
  • Commercialized products (Onpattro, Givlaari, Oxlumo)
  • Pipeline in cardiometabolic diseases
  • Different mechanism than CRISPR (silencing vs editing)

Research needed: Why the pullback? Revenue growth? Competition?

🟢 LEGN - Legend Biotech (-15.56%)

What they do: CAR-T cell therapy. Partnered with J&J on Carvykti for multiple myeloma.

  • -16% pullback is significant
  • Carvykti is approved and growing
  • CAR-T is proven therapy (vs gene editing speculation)
  • J&J partnership de-risks

Research needed: Why pullback? Manufacturing issues? Competition?

🟢 DHR - Danaher (-5.07%)

What they do: Life sciences conglomerate. Owns Cytiva, Beckman Coulter, Leica.

  • Boring but steady compounder
  • Picks & shovels for biotech
  • Similar to TMO

Research needed: Is this just market rotation or fundamental?

🟡 EDIT - Editas Medicine ($2.01)

What they do: Gene editing using CRISPR. Competitor to CRSP/NTLA.

  • Stock is CHEAP ($2!)
  • Earlier stage than CRSP
  • Higher risk but huge upside if thesis works

Research needed: Pipeline status? Cash runway?

🟡 NVO - Novo Nordisk ($58.97, +6.93%)

What they do: GLP-1 drugs (Ozempic, Wegovy). LLY's main competitor.

  • Cheaper than LLY ($59 vs $1,044)
  • Same GLP-1 thesis
  • European company (ADR)

Research needed: NVO vs LLY - which is better value?

🔴 GILD - Gilead (+20.79%)

What they do: HIV franchise, expanding into oncology (Trodelvy).

  • +21% run - approaching FOMO territory
  • Trodelvy cancer drug showing strong data
  • HIV is cash cow

Research needed: Is there more upside or wait for pullback?

The Gold

Key Discoveries

Discovery Implication
ALNY/LEGN are -15% pullbacks Real dips in quality biotechs
EDIT is $2/share High risk but interesting entry
NVO is 1/18th of LLY price Same thesis, cheaper entry?
DHR/A are -5% Lab tools rotation, not fundamental
GILD +21% New FOMO candidate emerging

Stocks to Add to Core Watchlist?

Stock Add? Why
ALNY ✅ Yes RNAi leader, major pullback
LEGN ✅ Yes CAR-T leader, major pullback
NVO 🔍 Maybe LLY alternative, need to compare
DHR 🔍 Maybe TMO alternative
EDIT 🔍 Maybe Cheap gene editing play

Next Actions

  • Deep dive ALNY - why -15% pullback?
  • Deep dive LEGN - Carvykti sales, why pullback?
  • Compare NVO vs LLY valuation
  • Research EDIT pipeline and cash runway
  • Set GILD alert for pullback to $120
10 events
DateTypeEvent
Mar 10 ScanBiotech Scan Mar 11 ScanBiotech Scan Mar 12 ScanBiotech Scan Mar 13 ScanBiotech Scan Mar 20 ScanBiotech Scan Mar 26 ScanBiotech Scan Feb 5 ScanBiotech Scan Mar 24 ScanBiotech Scan Apr 26 ScanBiotech Scan Apr 28 ScanBiotech Scan

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