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PDUFA stock run-up by market cap (2024–26)

How far biotech stocks tend to move on, and into, an FDA decision — by company-size tier, across 694 decisions in our cohort. Historical base rates, not predictions.

Median decision-day move (absolute)

7.2%Micro <$300Mn=1503.4%Small $0.3–2Bn=1312.4%Mid $2–10Bn=1011.0%Large >$10Bn=312
The decision-day reaction falls cleanly with size: a micro-cap typically swings ~7× more than a large-cap on the day. This is the most consistent pattern in the dataset.

Median T-120 run-up into the date

36.0%Micro <$300Mn=15023.0%Small $0.3–2Bn=13130.0%Mid $2–10Bn=10113.0%Large >$10Bn=312
Honest caveat: the pre-decision run-up is far noisier than the decision-day move and does not fall perfectly by size — here mid-caps run up more than small-caps. Run-up reflects many things (pipeline news, dilution, sector moves), so treat these as rough central tendencies, not a ladder.
Source: pdufa.bio internal cohort of 694 FDA decisions (2024–26) with complete price data, decision-day and trailing-120-day. Figures are medians of absolute moves; individual events vary widely. Not a prediction for any specific drug. Method: methodology · sources.
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