Core Insights - Erasca (ERAS) is a clinical-stage precision oncology company focused on therapies for RAS/MAPK pathway-driven cancers, with a market valuation of $3.25 billion [1] Technical Performance - ERAS has experienced a significant surge of 460% over the past year, driven by strong technical momentum [7] - The stock reached a new 3-year high of $10.92 on February 2 and recently traded at $10.74, with a 50-day moving average of $5.34 [8] - Since a "Buy" signal was issued on November 12, shares have increased by 300.12% [2] - The stock has made 13 new highs and is up 194.99% over the past month, with a Relative Strength Index (RSI) of 79.10 [8] Analyst Sentiment - Analyst sentiment is highly speculative, with price targets ranging from $2 to $16, indicating uncertainty about future performance [7] - Despite the bullish technical indicators, ERAS currently has no revenue and is burning cash, making its future dependent on FDA drug approvals [7][8] - Barchart gives ERAS a 100% "Buy" opinion, reflecting strong investor interest [8]

Performance Summary - Apis Flagship Fund achieved a net return of 10.0% in Q4 2025 and a total gain of 55.1% for the year, outperforming the MSCI ACWI benchmark by approximately 7.0% in Q4 and 33.0% for the year [1] - Long positions contributed 11.9% gross to the fund's performance, while short positions added 0.8% gross, with a net long position of around 68% as of December [1] - The performance was broad-based, with Technology and Healthcare sectors leading returns, and basic materials also contributing positively [1] Stock Focus: Celcuity Inc - Celcuity Inc (NASDAQ:CELC) is a clinical-stage biotechnology company focused on precision oncology therapies, utilizing the CELsignia platform to identify suitable cancer patients for targeted treatments [2] - The stock of Celcuity Inc had a one-month return of 5.41%, trading between $7.58 and $120.32 over the past 52 weeks, and closed at approximately $109.42 per share on January 30, 2026, with a market capitalization of about $5.06 billion [2] - Celcuity Inc was the top contributor to the fund's performance in Q4, adding 3.8% during the quarter and 4.4% for the full year [3] Investment Strategy - The firm emphasized a continued focus on bottom-up stock selection and structural exposures to niche opportunities in healthcare, semiconductors, and industrials as key drivers for future returns [1] - The attractiveness of non-U.S. markets is highlighted as a significant factor for potential future gains [1]

Core Insights - Personalis, Inc. has published a study demonstrating the effectiveness of its NeXT Personal® assay in monitoring immunotherapy responses in advanced cancers [1][2] Group 1: Study Findings - The study, led by UC San Diego Moores Cancer Center, highlights the ability of NeXT Personal to detect circulating tumor DNA (ctDNA) at ultrasensitive levels, allowing for earlier clinical interventions [3][4] - The interim analysis included 39 patients with advanced solid tumors across nine cancer types, treated with immune checkpoint inhibitors [4] - The NeXT Personal test tracks up to approximately 1,800 tumor-specific variants unique to each patient's tumor, enhancing its sensitivity [3] Group 2: Clinical Implications - Early identification of therapy response was observed, with molecular response detectable a median of 23 days after starting immunotherapy, leading to significantly longer progression-free survival for patients with early responses [7] - NeXT Personal identified molecular progression a median of 161 days before imaging in patients whose disease progressed, showcasing its potential as a predictive tool [7] - The study found that 33% of positive ctDNA detections occurred in the ultrasensitive range (below 100 PPM), which could be missed by less sensitive tests [7] Group 3: Overall Impact - Patients achieving molecular complete response (ctDNA clearance) had seven times higher overall survival compared to those who did not achieve clearance, indicating the assay's strong correlation with patient outcomes [7] - The findings reinforce the need for better tools to evaluate patient responses to immunotherapy, positioning NeXT Personal as a critical component in cancer treatment management [4]

Core Insights - Erasca, Inc. (NASDAQ:ERAS) is recognized as one of the 11 best performing stocks over the last 12 months [1] - Mizuho initiated coverage of Erasca with an 'Outperform' rating and a price target of $16, reflecting confidence in the company's RAS-targeted therapies [2][3] - Guggenheim raised its price target for Erasca from $5 to $12 while maintaining a 'Buy' rating, citing updates on key drug candidates and a recent financing round [4] - Morgan Stanley increased its price target from $4 to $10, reiterating an 'Equal Weight' rating, indicating a cautious but positive outlook [5] Company Developments - Erasca focuses on developing precision oncology therapies targeting RAS/MAPK-driven cancers, founded in 2018 and based in San Diego [5] - The company announced a public offering of 25,875,000 shares, raising $258.8 million in gross proceeds [4] Clinical Pipeline - Mizuho highlighted ERAS-0015 for its tolerable dosing and competitive clinical profile, predicting proof-of-concept establishment in 2026 [3] - Guggenheim projects a 30% chance of success for ERAS-0015 in treating second-line and later non-small cell lung cancer (NSCLC) and pancreatic ductal adenocarcinoma (PDAC), with a potential commercial launch in 2030 [4]

BioNexus Gene Lab Corp ($BGLC), Fidelion, and Tongshu Gene, Patent Support Signing The CEO of BioNexus Gene Lab Corp. (Nasdaq: BGLC), Sam Tan with the CEO of Tongshu Gene, Dr. Yan Linghua, together with the BGLC and Fidelion Team during the signing of a Patent Support Agreement for the development of new, upgraded Patents & Global IP. KUALA LUMPUR, Malaysia, Jan. 28, 2026 (GLOBE NEWSWIRE) -- BioNexus Gene Lab Corp. (Nasdaq: BGLC) (“BioNexus” or the “Company”), a technology-driven precision diagnostics c ...

Core Insights - Myriad Genetics is set to transition its Precise MRD™ assay from research-use-only to a limited clinical launch in March 2026, starting with breast cancer and expanding to colorectal and renal cancers later in the year [1][2] Group 1: Product Launch and Expansion - The initial launch of Precise MRD will focus on breast cancer, with plans to include colorectal and renal cancers later in 2026, and potential expansion into ovarian and endometrial cancers in 2027 and beyond [2][10] - The company emphasizes its commitment to advancing precision oncology through the introduction of ultrasensitive MRD testing in clinical settings, aiming for improved patient outcomes [3][10] Group 2: Clinical Evidence and Study Findings - Precise MRD demonstrates high sensitivity, capable of detecting ctDNA down to one part-per-million (ppm), with interim studies indicating strong baseline detection and recurrence prediction in colorectal cancer and high sensitivity in breast cancer [3][5] - The MONITOR-Breast study showed that ctDNA dynamics can be effectively monitored during neoadjuvant therapy, with results indicating 100% baseline ctDNA detection across patients and significant associations between ctDNA levels and disease-free survival [5][6][7] - The MONSTAR-SCREEN-3 study reported a baseline sensitivity of 93% and highlighted that ctDNA clearance by day 50 of neoadjuvant therapy is linked to better pathological responses [6][7] Group 3: Technology and Methodology - Precise MRD utilizes a tumor-informed whole-genome sequencing (WGS)-based assay for personalized ctDNA detection, enabling high-resolution monitoring of cancer treatment responses [8] - The assay's ability to detect ctDNA at ultra-sensitive levels is crucial for effective risk stratification and monitoring of disease progression [7][8] Group 4: Company Overview - Myriad Genetics is a leader in molecular diagnostic testing and precision medicine, focusing on improving patient care and reducing healthcare costs through advanced genetic and tumor genomic testing solutions [9]

Company Overview - Guardant Health, Inc. was founded in 2012 and is based in Palo Alto, CA, focusing on precision oncology to enhance wellness and extend time free from cancer [1] Investment Philosophy - The investment philosophy emphasizes the joy of compounding, the value of dividend reinvesting, and the principle that patient investing yields the greatest rewards [1] - The approach combines steady accumulation of high-quality assets with high-risk/high-reward opportunities and transformative technologies [1] Academic Background - The individual has over 20 years of teaching experience at the college/university level and holds a PhD from Brunel University, indicating a strong academic foundation [1]

Core Viewpoint - NeoGenomics is transitioning from a commodity diagnostic service provider to a comprehensive precision oncology platform, indicating a strategic shift in its business model to enhance its market position and service offerings [1]. Company Strategy - The company is focusing on leveraging first mover advantages in the minimal residual disease (MRD) monitoring sector, which is gaining significant attention in the oncology market [1]. Market Position - The shift towards a precision oncology platform suggests that NeoGenomics aims to differentiate itself from competitors by offering more specialized and advanced diagnostic services [1].

Core Viewpoint - Illumina Inc. has seen a rise in its stock price following the announcement of reimbursement for its FDA-approved TruSight Oncology Comprehensive test, which is expected to enhance the adoption of genomic profiling in the U.S. healthcare system [1][2]. Group 1: Reimbursement and Test Impact - The reimbursement from the Centers for Medicare and Medicaid Services (CMS) will be at a rate of $2,989.55 per test, effective January 1 [2]. - The TruSight Oncology Comprehensive test assesses over 500 genes, promoting broader access to precision oncology diagnostics [3]. - Approximately 60% of Illumina's sequencing consumables revenue was attributed to clinical customers last year, indicating significant growth potential [3]. Group 2: Stock Performance and Analyst Insights - Illumina's stock is currently trading 2.65% above its 12-month moving average, with a 2.9% increase over the past year [4]. - The stock carries a Neutral Rating with an average price target of $130.24, and analysts expect a 28% earnings growth, justifying the premium P/E multiple [7]. - Recent analyst actions include a Hold rating from TD Cowen with a target raised to $140.00 and a Buy rating from Guggenheim with a target raised to $144.00 [8]. Group 3: Benzinga Edge Rankings - Illumina scores high on the Benzinga Edge rankings, with a Momentum score of 86.32/100 indicating strong short-term performance, but a low Value score of 18.92/100 suggesting it is trading at a steep premium [9][10]. - The EPS estimate is $1.22, up from $0.95 year-over-year, while the revenue estimate remains at $1.10 billion [8]. Group 4: ETF Impact - Illumina shares were up 2.52% at $145.22, with significant weights in various ETFs, including 3.84% in Invesco S&P MidCap Quality ETF and 4.39% in First Trust NYSE Arca Biotechnology Index Fund [11].

Core Insights - The FDA-approved TruSight™ Oncology Comprehensive test will be reimbursed at a rate of $2,989.55 per test, facilitating its adoption in the US healthcare system [1][6] - This reimbursement decision by the Centers for Medicare and Medicaid Services (CMS) aims to enhance access to comprehensive genomic profiling (CGP) and personalized genomics in oncology care [1][2] Group 1: Reimbursement and Access - The reimbursement for TSO Comprehensive will enable broader access to precision oncology solutions for patients with advanced cancer [2] - The decision removes barriers that have limited the adoption of CGP, empowering healthcare providers to deliver precision oncology insights that improve patient outcomes [3] - With reimbursement in place, more laboratories can implement CGP in-house, providing clinically actionable results closer to the point of care [4] Group 2: Clinical Impact and Market Demand - TSO Comprehensive allows clinicians to assess hundreds of genes, including relevant cancer biomarkers, to inform treatment decisions [4] - The test promotes broader access to precision oncology diagnostics across various healthcare settings, including academic medical centers and regional reference laboratories [5] - Clinical demand for genomic testing is increasing, presenting opportunities for improved healthcare and quality of life through enhanced access to tests like TSO Comprehensive [7] Group 3: Financial Performance - Illumina reported that approximately 60% of its sequencing consumables revenue in the previous year was driven by clinical customers, highlighting the importance of clinical markets for growth [8] - TSO Comprehensive is a single FDA-approved test that interrogates over 500 genes to profile solid tumors, increasing the likelihood of identifying actionable biomarkers for targeted therapy [9] Group 4: Companion Diagnostics - TSO Comprehensive is approved as a companion diagnostic to identify patients with specific gene fusions who may benefit from targeted therapies, such as Bayer's VITRAKVI® and Lilly's RETEVMO® [10]