In April, biotech stocks took a drop after the U.S. Health Department fired thousands of workers, and news broke that drug imports might get hit with heavy tariffs. Stocks were all over the place. One minute we heard “major tariffs,” then “tariff delays,” and then “nope, delays don’t include drug tariffs.”
But the wild part is that biotech stocks bounced back fast. By April 9, they’d dropped 18%, and then quickly shot back up by 20%. That’s not normal, that’s resilience.
Now everyone’s watching Robert F. Kennedy Jr., the new Health Secretary, who’s already stirred things up. He’s got some pretty strange views on vaccines and autism, and even FDA officials are quitting over it. The whole thing’s messy, but some small-cap biotech stocks are still shining bright.
Catalyst Pharma’s Big Payday
Catalyst Pharmaceuticals (CPRX) is all about rare diseases. Right now, they’ve got three approved drugs. They’ve even signed a deal with Teva that blocks generic versions of Firdapse until 2035.
In Q4, Catalyst made $141.8 million in sales, way above what Wall Street expected. They also pulled in 70 cents per share in profit. This year, they expect up to $565 million in sales.
The stock recently bounced back above key technical levels and has a strong Composite Rating of 97. It’s even back on the IBD Tech Leaders list. That’s a sign investors are taking it seriously.
Profits Under Halozyme’s Skin
Halozyme (HALO) doesn’t make drugs; you could say they make drugs work better. They deliver big-name treatments through under-the-skin injections instead of slow IV drips.
Big pharma loves them. Johnson & Johnson’s Darzalex Faspro and Roche’s Herceptin both use Enhanze. They also got approval for an under-the-skin version of Roche’s multiple sclerosis drug, now sold as Ocrevus Zunovo.
In Q4, Halozyme earned $1.26 per share on $298 million in sales. That’s up 54% and 30% from last year. For 2025, they’re targeting over $1.2 billion in revenue.
Even though the stock dipped below its breakout point, it’s holding steady above key averages. It has a Composite Rating of 97 and is on the Tech Leaders list too.
ADMA Goes Red To Green
Last year was rough for ADMA (ADMA). ADMA makes immune system-boosting drugs for people with immunodeficiencies.
In Q4, sales were up 59% to $117.5 million. They flipped a loss into a 14-cent-per-share profit.
ADMA stock broke out earlier this year and even hit profit-taking zones before dipping again. But it’s holding strong, with a perfect Relative Strength Rating of 99 and a Composite Rating of 98. It ranks first on the IBD 50 list.
GeneDx’s Comeback Profits
GeneDx (WGS) makes genome sequencing tests that help doctors understand diseases better.
In Q4, sales jumped nearly 65% to $95.6 million. They earned 77 cents per share after losing money a year earlier. The stock exploded 48% in February after they launched a test that gives results in just 48 hours for sick newborns.
GeneDx is now trading near its highs, above key averages, with perfect strength and strong growth ratings. It’s one to keep an eye on.
The whole biotech sector’s been shaking this month, but these small-cap names are doing the opposite. They’re delivering real results, landing on top performer lists, and holding up even when headlines get wild.
