The Index
400 dossiers · 1 need attention
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
Genomics· VERV
Not a stock anymore — a closed M&A. Lilly bought the whole company for $10.50/share cash (closed Jul 2025); the only live "position" is the $3.00 CVR, which pays only if VERVE-102 reaches a US Phase 3 dosing — market priced ~21% odds, a coin-flip dressed as a lottery ticket.
Genomics· VCYT
A rare profitable, debt-free genomic-dx compounder (FY25 16% rev growth, $126M FCF) — but the stock has doubled into a 6.5x-sales / ~30x-FCF valuation just as Natera's FDA-approved Signatera CDx occupies the exact MIBC beachhead TrueMRD is launching into. Quality business, priced for flawless MRD execution it has not yet proven. WATCHING; would buy a reimbursement/launch-driven pullback under ~$40.