Recursion Pharmaceuticals, Inc.

ARK Invest, headed by investor Cathie Wood, has increased its stake in small-cap biotech Recursion Pharmaceuticals, which <a href="https://ir.recursion.com/">uses</a>&nbsp;one of the world’s most powerful supercomputers to identify patterns and develop therapies for deadly diseases. The news of Wood's purchase <a href="https://finance.yahoo.com/quote/RXRX/">helped lift</a> the stock more than 5% on Thursday. Earlier, it emerged that chipmaker Nvidia had exited its position in the company.

Cathie Wood increases stake in small-cap biotech Recursion after Nvidia exits

Relmada Therapeutics, Inc.

In 2025, shares of biotech Relmada Therapeutics surged more than 800%. The company executed a strategic pivot after its lead experimental therapy – a program developed for more than 15 years – <a href="https://www.relmada.com/for-investors/news/detail/306/relmada-therapeutics-reports-that-data-monitoring-committee">failed</a> in clinical trials in December 2024. The setback triggered a <a href="https://finance.yahoo.com/quote/RLMD/">sharp selloff</a> in the stock and raised questions about the company’s ability to continue operations. So why does Wall Street <a href="https://www.marketwatch.com/investing/stock/rlmd/analystestimates?mod=mw_quote_tab">now see</a> as much as 140% upside?

Why Wall Street still sees upside in biotech Relmada after 800% growth in 2025

Viking Therapeutics, Inc.

Novo Nordisk A/S

Eli Lilly and Company

Risk-tolerant investors should not ignore shares of biotech Viking Therapeutics, Motley Fool analyst Adria Cimino <a href="https://www.fool.com/investing/2026/02/11/viking-therapeutics-the-undertheradar-glp1-contend/">argues</a>. This is because the company is developing an obesity drug that could compete with Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound in the near term.

Motley Fool calls Viking the GLP‑1 drugmaker growth-hunting investors 'can't ignore'

Edgewise Therapeutics, Inc.

Piper Sandler analyst Yasmeen Rahimi has reiterated her "overweight" recommendation on mid-cap biotech Edgewise Therapeutics and called the stock one of the best investment ideas for 2026. She expects the company’s experimental drug to outperform existing treatments in clinical trials, which could give it an advantage in commercialization, the Motley Fool <a href="https://www.fool.com/investing/2026/02/09/why-edgewise-therapeutics-stock-crushed-the-market/">writes</a>.

Why Piper Sandler says biotech Edgewise is a top stock pick in 2026

Janux Therapeutics, Inc.

Legend Biotech Corporation

4D Molecular Therapeutics, Inc.

Arcturus Therapeutics Holdings Inc.

Altimmune, Inc.

Black Diamond Therapeutics, Inc.

The global biotechnology market was valued at about $1.65 trillion in 2025 and is projected to grow to $5.22 trillion by 2034 at a compound annual growth rate of 13.67%, according to <a href="https://straitsresearch.com/report/biotechnology-market">Straits Research</a>. The U.S. market remains the largest globally: it was worth $552.39 billion in 2023 and is expected to reach $1.24 trillion by 2030. Insider Monkey has <a href="https://www.insidermonkey.com/blog/20-best-biotech-stocks-under-20-to-buy-now-1685703/">selected</a>&nbsp;20 biotech companies trading below $20 per share that are widely held by hedge funds.

Insider Monkey names 20 under-$20 biotech stocks popular with hedge funds

Eikon Therapeutics, Inc. Common Stock

The Company has listed on Nasdaq under the ticker EIKN

Eikon IPO: shares of the Merck veteran-led biotech become available

Janux Therapeutics – a small-cap developer of prostate cancer therapies – has lost more than 65% of its market value over the past year. The steepest decline followed the release of data on one of the key candidates in the company’s pipeline. Despite this, Janux shares remain in the portfolios of BlackRock and investor Steve Cohen, according to its <a href="https://www.gurufocus.com/stock/JANX/ownership">Form 13F filing</a> as of the end of September. Wall Street analysts, for their part, continue to recommend buying the stock, expecting it could rise more than 300%.

Why biotech Janux, held by Blackrock and Steve Cohen, has consensus upside of 300%

Veradermics, Incorporated

The Company has listed on the NYSE under the ticker MANE

Veradermics IPO: biopharma company goes public - it's cooking up a baldness pill

SPDR S&P 500 ETF Trust

SPDR Gold Shares

iShares Biotechnology ETF

On January 28, the S&amp;P index <a href="https://oninvest.com/article/s-p-500-vpervye-v-istorii-prevysil-7000-punktov">hit the</a> 7,000 mark for the first time, fueled by optimism around artificial intelligence and expectations of corporate results. Two days later, a 10% drop in Microsoft shares triggered a large-scale sell-off. Oninvest asked Alexei Primak, founder of the Institute of Financial and Investment Technologies, what trends await us in February and where $10000 should be invested. His choice: the technology market (S&amp;P 500), gold ETFs, and a biotechnology fund.

Where to invest $10,000 in February: an example of a simple investment portfolio

Cardiff Oncology, Inc.

Shares of Cardiff Oncology, a micro-cap developer of a drug targeting a specific form of colorectal cancer, <a href="https://finance.yahoo.com/quote/CRDF/">plunged</a>&nbsp;32% on Tuesday, January 27. Investors reacted to the company’s <a href="https://investors.cardiffoncology.com/news-releases/news-release-details/cardiff-oncology-announces-executive-leadership-changes-it">announcement</a>&nbsp;of an immediate management reshuffle. The selloff came despite the <a href="https://investors.cardiffoncology.com/news-releases/news-release-details/cardiff-oncology-announces-positive-update-its-randomized-phase">release of positive clinical data</a> for its lead drug later the same day, as well as the company’s explanation that the executive changes reflected a transition to a new stage of development.

Cardiff Oncology plunges 32% amid management reshuffle, despite upbeat trial data

Biohaven Ltd.

Investment bank RBC Capital Markets <a href="https://www.cnbc.com/2026/01/21/this-biotech-stock-has-plummeted-over-the-past-year-rbc-says-it-sees-a-big-gain-ahead.html">upgraded</a>&nbsp;to "outperform"&nbsp;its rating on shares of Biohaven Ltd, a small cap developer of drugs for epilepsy and kidney disease. The upgrade follows new clinical data that, in RBC’s view, reduces development risk and improves the risk-reward profile. The bank now sees potential for the stock to rise 70% from current levels.

RBC Capital upgrades TP and rating on small-cap biotech Biohaven, seeing 70% upside

MAIA Biotechnology, Inc.

Shares of <a href="https://finance.yahoo.com/quote/MAIA/">MAIA Biotechnology</a>, a micro-cap developer of a cancer drug designed to “<a href="https://oninvest.com/article/obmanut-rakovuu-kletku-pocemu-akciam-maia-prognoziruut-semikratnyj-rost">trick</a>” tumor cells, surged 26% on Monday, January 20, to their highest level since May 2025. The company’s lead therapy is moving closer to potential regulatory approval in the U.S., which MAIA <a href="https://ir.maiabiotech.com/news-events/press-releases/detail/166/maia-biotechnology-advances-ateganosine-cancer-treatment">described</a>&nbsp;as a “clear value-creation inflection point” for shareholders.