October 2024

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

IMNM—Immunome Inc.

Biotech

Then · 31 Oct 2024: Discovery Gap Very high (100/100)·AIR Neutral (50/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (53/100)·Left the top 5

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

FA—FIRST ADVANTAGE CORP

Software / SaaS

Then · 31 Oct 2024: Discovery Gap Very high (98/100)·AIR Constructive (62/100)
Now · 7 Oct 2026: Discovery Gap High (30/100)·AIR Neutral (54/100)·Left the top 5

Since then: Catalyst (12 Aug 2026)·Management change (5 Aug 2026)·Catalyst (5 Aug 2026)·Catalyst (7 May 2026)·Catalyst (26 Feb 2026)·Management change (29 Jan 2026)

ENVA—Enova International, Inc.

Banks

Then · 31 Oct 2024: Discovery Gap Very high (98/100)·AIR Constructive (63/100)
Now · 7 Oct 2026: Discovery Gap Very high (97/100)·AIR Neutral (57/100)·Left the top 5

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

MTDR—Matador Resources Co

All industries

Then · 31 Oct 2024: Discovery Gap Very high (98/100)·AIR Neutral (51/100)
Now · 7 Oct 2026: Discovery Gap Very high (69/100)·AIR Neutral (57/100)·Left the top 5

Since then: Catalyst (1 Oct 2026)·Management change (9 Sep 2026)·Catalyst (5 Aug 2026)·Commercial traction (22 Jul 2026)·Commercial traction (10 Jun 2026)·Catalyst (10 Jun 2026)

NEXT—NextDecade Corp

All industries

Then · 31 Oct 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)·Commercial traction (17 Jun 2026)·Catalyst (17 Jun 2026)·Management change (3 Jun 2026)