The granddaddy of all cancer meetings - of all scientific meetings, many agree - came and went earlier this year, when the American Society of Clinical Oncology held its annual convergence in Chicago. (BioWorld Financial Watch)

Gone are the days when a dollop of good news in any area of biotechnology lit a fire under stocks across the sector. Investors, having become at least somewhat more sophisticated, have narrowed their scrutiny to individual companies or platforms.