March 2024

The five widest Discovery Gaps at the end of March 2024, revisited today from the same public filings. Descriptive, not predictive.

TALO—TALOS ENERGY INC.

All industries

Then · 31 Mar 2024: Discovery Gap Very high (99/100)·AIR Neutral (56/100)
Now · 7 Oct 2026: Discovery Gap Very high (88/100)·AIR Neutral (53/100)·Left the top 5

Since then: Management change (22 Sep 2026)·Catalyst (22 Sep 2026)·Catalyst (22 Sep 2026)·Catalyst (4 Aug 2026)·Catalyst (22 Jul 2026)·Commercial traction (22 Jul 2026)

NEXT—NextDecade Corp

All industries

Then · 31 Mar 2024: Discovery Gap Very high (99/100)·AIR Weak (39/100)
Now · 7 Oct 2026: Discovery Gap Very high (90/100)·AIR Weak (35/100)·Left the top 5

Since then: Management change (29 Sep 2026)·Catalyst (2 Jul 2026)·Commercial traction (2 Jul 2026)·Commercial traction (17 Jun 2026)·Catalyst (17 Jun 2026)·Management change (3 Jun 2026)

FET—FORUM ENERGY TECHNOLOGIES, INC.

All industries

Then · 31 Mar 2024: Discovery Gap Very high (99/100)·AIR Neutral (51/100)
Now · 7 Oct 2026: Discovery Gap High (26/100)·AIR Constructive (66/100)·Left the top 5

Since then: Catalyst (28 Aug 2026)·Catalyst (30 Jul 2026)·Management change (8 May 2026)·Catalyst (30 Apr 2026)·Catalyst (19 Feb 2026)·Catalyst (19 Feb 2026)

TWI—TITAN INTERNATIONAL INC

All industries

Then · 31 Mar 2024: Discovery Gap Very high (98/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap High (64/100)·AIR Cautious (43/100)·Left the top 5

Since then: Management change (21 Sep 2026)·Commercial traction (21 Sep 2026)·Catalyst (30 Jul 2026)·Catalyst (30 Apr 2026)·Catalyst (26 Feb 2026)·Management change (9 Feb 2026)

MIRM—Mirum Pharmaceuticals, Inc.

Biotech

Then · 31 Mar 2024: Discovery Gap Very high (94/100)·AIR Neutral (53/100)
Now · 7 Oct 2026: Discovery Gap Very high (77/100)·AIR Neutral (52/100)·Left the top 5

Since then: Catalyst (25 Sep 2026)·Management change (2 Sep 2026)·Catalyst (5 Aug 2026)·Commercial traction (12 May 2026)·Catalyst (12 May 2026)·Catalyst (12 May 2026)