January 2025

The five widest Discovery Gaps at the end of January 2025, revisited today from the same public filings. Descriptive, not predictive.

IMNM—Immunome Inc.

Biotech

Then · 31 Jan 2025: 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)

DK—Delek US Holdings, Inc.

All industries

Then · 31 Jan 2025: Discovery Gap Very high (98/100)·AIR Cautious (46/100)
Now · 7 Oct 2026: Discovery Gap Very high (49/100)·AIR Cautious (44/100)·Left the top 5

Since then: Catalyst (24 Sep 2026)·Catalyst (24 Sep 2026)·Catalyst (24 Sep 2026)·Commercial traction (24 Sep 2026)·Catalyst (5 Aug 2026)·Catalyst (23 Jul 2026)

SON—SONOCO PRODUCTS CO

All industries

Then · 31 Jan 2025: Discovery Gap Very high (98/100)·AIR Cautious (50/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (54/100)·Left the top 5

Since then: Catalyst (25 Sep 2026)·Commercial traction (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 Jan 2025: Discovery Gap Very high (97/100)·AIR Cautious (46/100)
Now · 7 Oct 2026: Discovery Gap Medium (11/100)·AIR Neutral (56/100)·Left the top 5

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

CNR—Core Natural Resources, Inc.

All industries

Then · 31 Jan 2025: Discovery Gap Very high (96/100)·AIR Neutral (57/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Cautious (47/100)·Left the top 5

Since then: Management change (18 Aug 2026)·Catalyst (6 Aug 2026)·Catalyst (13 May 2026)·Catalyst (7 May 2026)·Catalyst (29 Apr 2026)·Catalyst (12 Feb 2026)