US Biotechnology: The Biotech Brief: Week of July 24, 2026

Research evidence excerpt

US Biotechnology: The Biotech Brief: Week of July 24, 2026

Upcoming Catalysts:

Exhibit 1: Upcoming catalysts in our coverage universe

A look ahead at key data, decisions, and milestones. See our catalyst tracker for more.

Ticker Date Catalyst

FIT-001 phase 1a/b darlifarnib + cabozantinib in RCC oral presentation at KCRS TODAY

KURA 7/24 and 27

at 3:05-3:45pm ET followed by Kura’s investor event at 8am 7/27

Biogen 2Q earnings (released before market; usually 6am ET) with the earnings call at

BIIB 7/29

8:30am ET

MDGL 7/30 Madrigal 2Q earnings (released before market) with the earnings call at 8am ET

RCUS 8/5 Arcus 2Q earnings (released after market) with the earnings call at 4:30pm ET

INSM 8/6 Insmed 2Q earnings (released before market) with the earnings call at 8am ET

LGND 8/6 Ligand 2Q earnings (released before market) with the earnings call at 8:30am ET

CYTK 8/6 Cytokinetics 2Q earnings (released after market) with the earnings call at 4:30pm ET

Phase 2 SURF302 NMIBC readout (initial thoughts from our Vegas dinner; our SURF-

TYRA 8/2026

302 preview)

Phase 3 ACACIA-HCM aficamten in nHCM LBA at ESC at 10:15-10:30am ET (see our

CYTK 8/29/2026

topline ACACIA takes)

Source: BofA Global Research

BofA GLOBAL RESEARCH

Upcoming/ Ongoing Conferences:

• ONGOING Kidney Cancer Research Summit (KCRS): July 23-24; Boston

• International AIDS Society (IAS): July 26-31; Rio de Janeiro

• European Society of Cardiology Congress (ESC): August 28-31; Munich

• Annual Meeting of the Society of Hematologic Oncology (SOHO): September 9-

12; Houston

• World Conference on Lung Cancer (WCLC): September 12-15; Seoul

Recent Research:

• Are we fighting the wrong healthcare cost battle? Despite accounting for 31%

of healthcare spending and driving a larger share of recent spending growth