February 2025

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

CDE—Coeur Mining, Inc.

All industries

Then · 28 Feb 2025: Discovery Gap Very high (99/100)·AIR Neutral (56/100)
Now · 7 Oct 2026: Not scored — company no longer in AIR's universe.

Since then: Catalyst (5 Aug 2026)·Catalyst (15 May 2026)·Management change (12 May 2026)·Catalyst (12 May 2026)·Catalyst (6 May 2026)·Commercial traction (22 Apr 2026)

IMNM—Immunome Inc.

Biotech

Then · 28 Feb 2025: Discovery Gap Very high (98/100)·AIR Cautious (45/100)
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)

TMDX—TransMedics Group, Inc.

Industrials

Then · 28 Feb 2025: Discovery Gap Very high (96/100)·AIR Neutral (52/100)
Now · 7 Oct 2026: Discovery Gap Medium (13/100)·AIR Constructive (61/100)·Left the top 5

Since then: Management change (10 Sep 2026)·Catalyst (4 Aug 2026)·Catalyst (5 May 2026)·Catalyst (27 Feb 2026)·Catalyst (24 Feb 2026)·Management change (1 Feb 2026)

AESI—Atlas Energy Solutions Inc.

All industries

Then · 28 Feb 2025: Discovery Gap Very high (96/100)·AIR Cautious (48/100)
Now · 7 Oct 2026: Discovery Gap Very high (74/100)·AIR Cautious (46/100)·Left the top 5

Since then: Catalyst (25 Sep 2026)·Catalyst (18 Sep 2026)·Commercial traction (18 Sep 2026)·Catalyst (3 Aug 2026)·Catalyst (4 May 2026)·Catalyst (6 Apr 2026)

CNR—Core Natural Resources, Inc.

All industries

Then · 28 Feb 2025: Discovery Gap Very high (96/100)·AIR Neutral (53/100)
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)