Shares of Three Biotech Companies Have Surged Several Hundred Percent; Is There Still a Buying Opportunity?

Shares of three biotech companies have surged several hundred percent; is there still a buying opportunity? While shares of large tech companies known as the 'Magnificent Seven' have not performed uniformly in 2026, three companies in biotechnology and life sciences have drawn investors' attention with significant share growth. Moderna, Twist Bioscience and 10x Genomics have benefited, respectively, from progress in personalized cancer vaccines and rising demand for synthetic DNA

While the shares of the big technology companies known as the "Magnificent Seven" did not have the same performance in 2026, three companies in the field of biotechnology and life sciences have attracted the attention of investors with the significant growth of their shares. Moderna, Twist Biosciences and TenX Genomics have benefited from advances in personalized cancer vaccines, increased demand for synthetic DNA and the development of cell analysis technologies, respectively. However, past growth does not necessarily mean continued returns or appropriateness of the current stock price.

Moderna shares have grown more than 620% since the beginning of the year.

Twist Bioscience's stock has increased more than five times and its revenue has increased by 23%.

Shares of TenX Genomics have soared nearly 400%, but its earnings growth has been limited.

Analysts' price targets indicate the possibility of price correction of all three shares in the next twelve months.

Moderna; Hope for a personalized cancer vaccine

Moderna shares have increased by more than 620% in 2026; A growth that, unlike the boom period of Covid vaccines, this time is related to hopes about cancer treatment. In August 2026, Moderna and its pharmaceutical partner, Merck, announced promising results from a late-stage study of a personalized cancer vaccine, along with Keytruda, for the treatment of melanoma.

These two companies are investigating the use of the compound for other cancers such as lung, kidney and bladder. However, promising results of a study alone do not guarantee commercial success or final approval of a treatment.

Bioscience twist; Growing demand for synthetic DNA

Twist Bioscience benefits from the expansion of biological and pharmaceutical activities by producing synthetic DNA used by researchers and drug developers. The company's silicon-based manufacturing technology can make DNA manufacturing faster and cheaper.

In the most recent quarter reported in August 2026, the company's revenue reached $118.4 million, a 23% year-over-year growth. The company also posted its 14th straight quarter of revenue growth and expected to break even in adjusted operating profit before interest, taxes, depreciation and amortization in the fourth quarter of the year. Despite the stock having more than quintupled since the start of the year, the recent price pullback shows that the market's high expectations can lead to extreme volatility.

TenX Genomics; Innovations in cell analysis

Tenx Genomics shares have also grown by nearly 400% since the beginning of the year; However, the company's revenue increased by only 3% in the last reported quarter. The victory in the patent infringement case against Pars Biosciences and the introduction of two new products have strengthened the company's prospects.

Atra's product provides the possibility of examining the activity of genes at the single cell level and in a wider range of tissues. Centira's product can also increase researchers' productivity by reducing the processing time of spatial data from a few hours to a few minutes. However, converting technical innovation into sustainable revenue growth remains the company's main challenge.

"From an analytical point of view, the several hundred percent growth of these companies' shares is more than a sign of value alone, it indicates a revision of the market's expectations about the capacity of biotechnologies. In my opinion, Twist Bioscience has more commercially viable indicators due to its continued revenue growth and possible path to break-even; But this advantage only leads to valuation justification when the profitability improvement is actually realized. At Moderna, the risk of clinical results and at TenX Genomics, the gap between price growth and limited revenue growth is more important. In such circumstances, waiting for a price correction or the publication of stronger financial and clinical evidence can be more rational than chasing past performance; Because in growth stocks, the quality of the business is important, but the price paid will also determine the final return of the investor.

Despite the significant growth of all three stocks, analysts' price targets paint a cautious picture. Moderna's average price target is about 49% below its current price, and only three of the 20 analysts surveyed have a buy recommendation. Twist Bioscience's price target is about 11% below the current price, although eight out of 11 analysts have recommended a buy. For TenX Genomics, the average price target is reported to be about 16% lower than the current price; Seven analysts have a buy recommendation and nine have a hold recommendation.

These estimates do not guarantee a price drop, but they indicate that some of the market's optimism may already be reflected in the stock price.

Moderna is dependent on the clinical and commercial success of the cancer vaccine; Twist Bioscience must turn revenue growth into sustainable profitability; And TenX Genomics needs to show that its new products can drive revenue growth beyond current levels. Therefore, choosing between these three companies requires consideration of the difference between technological advancement, earning power and stock valuation.

Artificial intelligence has been used to translate some parts of this report.