Paper trail

November 2024

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

EVEX—Eve Holding, Inc.

Industrials

Then · 30 Nov 2024
Discovery Gap Very high (100/100)·AIR Neutral (54/100)
Now · 7 Oct 2026
Discovery Gap Very high (79/100)·AIR Weak (39/100)·Left the top 5

Since then: Catalyst (4 Aug 2026)·Catalyst (5 May 2026)·Catalyst (16 Mar 2026)·Management change (27 Jan 2026)·Catalyst (29 Dec 2025)·Commercial traction (29 Dec 2025)

IMNM—Immunome Inc.

Biotech

Then · 30 Nov 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: 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)

ORKA—Oruka Therapeutics, Inc.

Biotech

Then · 30 Nov 2024
Discovery Gap Very high (99/100)·AIR Cautious (49/100)
Now · 7 Oct 2026
Discovery Gap High (28/100)·AIR Neutral (59/100)·Left the top 5

Since then: Management change (24 Aug 2026)·Catalyst (10 Aug 2026)·Catalyst (29 May 2026)·Catalyst (27 Apr 2026)·Catalyst (27 Apr 2026)·Catalyst (27 Apr 2026)

MUX—McEwen Inc.

All industries

Then · 30 Nov 2024
Discovery Gap Very high (99/100)·AIR Neutral (52/100)
Now · 7 Oct 2026
Discovery Gap Very high (71/100)·AIR Cautious (49/100)·Left the top 5

Since then: Management change (24 Aug 2026)·Catalyst (5 Aug 2026)·Catalyst (21 May 2026)·Catalyst (21 May 2026)·Catalyst (6 May 2026)·Catalyst (12 Mar 2026)

ACTG—ACACIA RESEARCH CORP

All industries

Then · 30 Nov 2024
Discovery Gap Very high (98/100)·AIR Neutral (53/100)
Now · 7 Oct 2026
Discovery Gap Low (6/100)·AIR Neutral (55/100)·Left the top 5

Since then: Catalyst (5 Aug 2026)·Catalyst (7 May 2026)·Catalyst (11 Mar 2026)·Management change (2 Feb 2026)·Catalyst (5 Nov 2025)·Catalyst (6 Aug 2025)