September 2024

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

IMNM—Immunome Inc.

Biotech

Then · 30 Sep 2024: Discovery Gap Very high (98/100)·AIR Neutral (55/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (53/100)·Left the top 5

Since then: Commercial traction (2 Oct 2026)·Catalyst (2 Oct 2026)·Catalyst (11 Aug 2026)·Catalyst (12 May 2026)·Catalyst (3 Mar 2026)·Catalyst (16 Dec 2025)

NEXT—NextDecade Corp

All industries

Then · 30 Sep 2024: Discovery Gap Very high (98/100)·AIR Weak (35/100)
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)·Commercial traction (2 Jul 2026)·Catalyst (2 Jul 2026)·Catalyst (17 Jun 2026)·Commercial traction (17 Jun 2026)·Management change (3 Jun 2026)

RXRX—RECURSION PHARMACEUTICALS, INC.

Biotech

Then · 30 Sep 2024: Discovery Gap Very high (97/100)·AIR Cautious (41/100)
Now · 7 Oct 2026: Discovery Gap Medium (17/100)·AIR Neutral (55/100)·Left the top 5

Since then: Commercial traction (15 Sep 2026)·Catalyst (5 Aug 2026)·Catalyst (6 May 2026)·Management change (28 Apr 2026)·Management change (25 Mar 2026)·Catalyst (25 Feb 2026)

ENVA—Enova International, Inc.

Banks

Then · 30 Sep 2024: Discovery Gap Very high (96/100)·AIR Constructive (61/100)
Now · 7 Oct 2026: Discovery Gap Very high (97/100)·AIR Neutral (57/100)·Left the top 5

Since then: Catalyst (25 Sep 2026)·Commercial traction (25 Sep 2026)·Catalyst (17 Sep 2026)·Commercial traction (17 Sep 2026)·Commercial traction (21 Aug 2026)·Catalyst (21 Aug 2026)

CLSK—CLEANSPARK, INC.

Banks

Then · 30 Sep 2024: Discovery Gap Very high (96/100)·AIR Cautious (43/100)
Now · 7 Oct 2026: Discovery Gap Very high (48/100)·AIR Neutral (52/100)·Left the top 5

Since then: Commercial traction (25 Sep 2026)·Catalyst (25 Sep 2026)·Catalyst (18 Sep 2026)·Catalyst (17 Sep 2026)·Catalyst (6 Aug 2026)·Catalyst (10 Jul 2026)