December 2024

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

IMNM—Immunome Inc.

Biotech

Then · 31 Dec 2024: Discovery Gap Very high (99/100)·AIR Cautious (46/100)
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)

SON—SONOCO PRODUCTS CO

All industries

Then · 31 Dec 2024: Discovery Gap Very high (99/100)·AIR Neutral (51/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (54/100)·Left the top 5

Since then: Commercial traction (25 Sep 2026)·Catalyst (25 Sep 2026)·Catalyst (22 Jul 2026)·Management change (5 May 2026)·Catalyst (21 Apr 2026)·Catalyst (23 Mar 2026)

PENG—Penguin Solutions, Inc.

Semiconductors

Then · 31 Dec 2024: Discovery Gap Very high (98/100)·AIR Cautious (43/100)
Now · 7 Oct 2026: Discovery Gap Medium (11/100)·AIR Neutral (56/100)·Left the top 5

Since then: Management change (6 Oct 2026)·Catalyst (6 Oct 2026)·Catalyst (6 Oct 2026)·Commercial traction (13 Jul 2026)·Catalyst (13 Jul 2026)·Catalyst (13 Jul 2026)

QXO—QXO, Inc.

All industries

Then · 31 Dec 2024: Discovery Gap Very high (98/100)·AIR Cautious (41/100)
Now · 7 Oct 2026: Discovery Gap Very high (99/100)·AIR Neutral (52/100)·Left the top 5

Since then: Catalyst (21 Aug 2026)·Management change (21 Aug 2026)·Catalyst (13 Aug 2026)·Catalyst (23 Jul 2026)·Commercial traction (1 Jul 2026)·Catalyst (1 Jul 2026)

TRNS—TRANSCAT INC

Industrials

Then · 31 Dec 2024: Discovery Gap Very high (98/100)·AIR Neutral (55/100)
Now · 7 Oct 2026: Discovery Gap High (38/100)·AIR Neutral (57/100)·Left the top 5

Since then: Catalyst (4 Aug 2026)·Catalyst (26 May 2026)·Management change (13 May 2026)·Commercial traction (6 Mar 2026)·Management change (6 Mar 2026)·Catalyst (3 Feb 2026)