Kymera Therapeutics (KYMR) : atopic dermatitis potential matches Sanofi/Regeneron's blockbuster Dupixent in early biomarker response

Kymera Therapeutics, Inc. (NASDAQ:KYMR) on Monday revealed clinical results from the Phase 1 healthy volunteer study of KT-621, its first-in-class, oral STAT6 degrader medicine.

The findings significantly surpassed the company’s expectations, demonstrating robust STAT6 degradation and a favorable safety profile, thereby derisking the program, the company said in a press release.

• Sector: Healthcare
• Industry: Biotechnology
• Full Time Employees: 208
• Founded by Bruce Lee Booth and Nello Mainolfi in September 2015 
• Headquartered in Watertown, Massachusetts
• https://www.kymeratx.com

IPO: Aug 21, 20

 

 

 

 

Kymera Therapeutics (Nasdaq: KYMR) is a clinical-stage biotechnology company pioneering the field of targeted protein degradation (TPD) to develop medicines that address critical health problems and have the potential to dramatically improve patients’ lives. Kymera is deploying TPD to address disease targets and pathways inaccessible with conventional therapeutics. Having advanced the first degrader into the clinic for immunological diseases, Kymera is focused on delivering oral small molecule degraders to provide a new generation of convenient, highly effective therapies for patients with these conditions. Kymera is also progressing degrader oncology programs that target undrugged or poorly drugged proteins to create new ways to fight cancer. 

European Wax Center (EWCZ) : 4-year performance

European Wax Center, Inc. operates as the franchisor and operator of out-of-home waxing services in the United States. It offers body and facial waxing services; and pre- and post-service products, including ingrown hair serums, exfoliating gels, brow shapers, and skin treatments, as well as skincare retail products. 

Q1 2025: 1,067 centers in 45 states.

• Sector: Consumer Defensive
• Industry: Household & Personal Products
• Full Time Employees: 124
• Founded in 2004 
• Headquartered in Plano, Texas
• https://waxcenter.com

IPO: August 5, 2021

Ticker: EWCZ

 

Regencell Bioscience (RGC) : 4-year performance

Regencell Bioscience Holdings Ltd. engages in the research, development, and commercialization of traditional Chinese medicine. It seeks the treatment of neurocognitive disorders and degeneration, specifically attention deficit hyperactivity disorder and autism spectrum disorder. 

• Sector: Healthcare
• Industry: Drug Manufacturers - Specialty & Generic
• Full Time Employees: 12
• Incorporated in 2014 
• Headquartered in Causeway Bay, Hong Kong
• https://www.regencellbioscience.com

IPO: July 16, 2021

 

 

Tuya (TUYA) : 4-year performance

Tuya, Inc. engages in developing smart cloud service and IoT-related software and hardware solutions. It specializes in product, protocol, region, and supplier agnostics. The company was .

• Sector: Technology
• Industry: Software - Infrastructure
• Full Time Employees: 1,450
• Founded by Liao Han Chen, Alex Yang, Ruixin Zhou, and Xue Ji Wang on June 16, 2014 
• Headquartered in Hangzhou, China
• https://www.tuya.com

Ticker: TUYA

 

 

 

 

 

 

IPO March 18, 2021

Crown Electrokinetics (CRKN) : 4-year performance

Crown Electrokinetics Corp. develops and sells optical switching films in the United States. 

The company was formerly known as 3D Nanocolor Corp. and changed its name to Crown Electrokinetics Corp. in October 2017.

• Sector: Basic Materials
• Industry: Specialty Chemicals
• Full Time Employees: 42
• Incorporated in 2015 
• Based in Corvallis, Oregon
• https://www.crownek.com

Crown Electrokinetics (CRKN) went public on January 26, 2021.

 

908 Devices (MASS) : 4-year performance

908 Devices Inc., a commercial-stage technology company, provides various purpose-built handheld and desktop mass spectrometry devices to interrogate unknown and invisible materials in life sciences research, bioprocessing, pharma/biopharma, forensics, and adjacent markets.

• Sector: Healthcare
• Industry: Medical Devices
• Full Time Employees: 230
• Incorporated in 2012 
• Headquartered in Boston, Massachusetts
• Website www.908devices.com

 

 

 

 

Grid Dynamics (GDYN) to join the S&P SmallCap 600, replacing Revelyst Inc. (NYSE: GEAR)

Grid Dynamics (GDYN) bean trading on the Nasdaq Stock Market on March 6, 2020 after business combination with ChaSerg Technology Acquisition Corp. (Nasdaq: CTAC)

• Sector: Technology
• Industry: Information Technology Services
• Full Time Employees: 4,298
• Founded in 2006 
• Headquartered in San Ramon, California
• https://www.griddynamics.com

 

 

Vertex (VERX) : 4-year performance

Vertex, Inc. engages in the provision of tax compliance software solutions.

• Sector: Technology
• Industry: Software - Application
• Full Time Employees: 1,500
• Founded in 1978 
• Headquartered in King of Prussia, Pennsylvania.
• https://www.vertexinc.com

Ticker:  VERX

Opendoor Technologies (OPEN) : 4-year performance

Founded in 2014, Opendoor operates as a tech-driven platform that buys homes, makes minor repairs and quickly resells them, charging sellers a commission — typically 1% higher than the market rate — for the speed and convenience of the process. 

Buyers can view homes via a smartphone app, with or without an agent, and agents still receive the standard commission if involved. Sellers, meanwhile, can receive a cash offer within days by filling out an online questionnaire and uploading photos, bypassing the need for staging or open houses. 

Home prices are set using algorithms, further streamlining the transaction process.

 

Zeta Global (ZETA) : 4-year performance

Zeta Global Holdings Corp. is an American marketing technology company which offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships.

• Sector(s): Technology
• Industry: Software - Infrastructure
• Founded in 2007
• Headquartered in New York, New York
• Full Time Employees: 1,783
• https://www.zetaglobal.com

Vroom (VRM) : 4-year performance

Vroom, Inc. is a parent company of United Auto Credit Corporation and CarStory. Previously, it was a used car retailer and e-commerce company that let consumers buy, sell, and finance cars online. Vroom ceased e-commerce automotive sales operations on January 22, 2024.

• Ticker: VRM

Carrier Global (CARR) reported earnings on Thur 24 Oct 24 (b/o)

It was a noisy third quarter for Carrier as it reclassified its fire and security segment to discontinued operations. The businesses in this segment should all be sold by year-end. Adjusted for this change, organic revenue increased 4%, but adjusted operating margin slipped 40 basis points to 17.4%.

• Carrier Global (CARR) went public on April 3, 2020, when it opened at $12.98.

** charts after earnings **

 

 

 

• Fire & Security segment now reported as discontinued operations making prior guidance not comparable
• Net sales of $6.0 billion up 21% versus third quarter 2023; organic sales up 4%
• GAAP EPS from continuing operations of $0.62 and adjusted EPS from continuing operations of $0.77
• Total GAAP EPS of $0.49 and adjusted EPS of $0.83
• Final business exit on-track to close around year end
• Board increases remaining share repurchase authorization to $4.7 billion

 

Allegro MicroSystems (ALGM) : 4-year performance

Allegro MicroSystems, Inc. designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific analog power ICs for motion control and energy-efficient systems.

• Sector(s): Technology
• Industry: Semiconductors
• Full Time Employees: 4,593
• Founded in 1990 
• Headquartered in Manchester, New Hampshire
• https://www.allegromicro.com/en

Priced 25,000,000 shares of its common stock at $14.00 per share.

Ticker: ALGM

Oatly Group (OTLY) : 4-year performance

 ticker: OTLY

 

Compass Pathways (CMPS) : 4-year performance

Compass Pathways plc is a biotechnology company that focuses on mental health in the United Kingdom and the United States. 

• Sector: Healthcare
• Industry: Medical Care Facilities
• Full Time Employees: 166
• Founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 
• Headquartered in London, the United Kingdom
• https://compasspathways.com

IPO: September 18, 2020