BIOTECH CATALYST AI SCANNER — August WK1

The top of this week's list is a wreckage report. Karyopharm ($KPTI) takes the #1 slot down 80% on the month after a Phase 3 miss on July 30. Capricor ($CAPR) sits at #5 down 83% after an FDA advisory committee voted 9–3 against its drug on

BIOTECH CATALYST AI SCANNER — July WK5

The tape going into August is a study in exhaustion. Look down this week's featured list and the striking thing isn't the catalysts — it's how many of these names are trading like the market has already given up on them. Beam sits at an

BIOTECH CATALYST AI SCANNER — July WK4

Programming note — the weekly AI Catalyst Scanner will run through the end of August 2026, then pause. The economics of the weekly format have moved against it: the API and data costs behind each issue have risen steadily, and the honest reason we're not converting this into a

BIOTECH CATALYST AI SCANNER — July WK3

This week's screen is dominated by a late-July-through-August PDUFA pileup — nine of ten featured names have FDA decisions or major data landing inside the next six weeks, and five of those cluster in a five-day stretch between July 26 and August 5. That'

Four Ways to Kill a B-Cell: Why In Vivo CAR-T Just Became Biotech's Hottest Autoimmune Bet

In vivo CAR-T just became biotech's hottest autoimmune bet: $14B committed, zero human readouts. We break down all four B-cell depletion modalities, the leaders, the risks, and what's buyable.

BIOTECH CATALYST AI SCANNER — July WK2

This issue skews toward hard regulatory dates and, unusually, toward big pharma. Eight of the seventeen names carry a PDUFA or generic-drug action date, clustered between July 11 and August 17 — Celcuity, Capricor, Outlook, MannKind, NRx, Moderna, Merck, and Astellas all have the FDA calendar circled. That's

Altimmune ($ALT): Best-in-Class Tolerability, One Real Fibrosis Question, and a Serious-Liver-Disease Franchise the Market Is Pricing at Almost Nothing

Disclosure: I hold a bullish position in Altimmune (ALT) through call options expiring January 2027 — a leveraged, directional position that profits if the stock rises. Assume that gives me a financial interest in a favorable outcome and weigh this analysis accordingly. My positions may change at any time without notice.

BIOTECH CATALYST AI SCANNER — July WK1

This week's slate is short, and the reason is mechanical rather than a lack of opportunity. The scanner only surfaces catalysts dated at least seven days forward from the scan date, and no more than 45 days out — a 7-to-45-day forward window. Anything with a

BIOTECH CATALYST AI SCANNER — June WK4

The XBI spent the back half of June grinding sideways after a sharp spring rally, and this week's scan reflects a tape that's rewarding regulatory clarity over clinical hope. The top of the board is unusually de-risked: the two highest-ranked names are sitting on

BIOTECH CATALYST AI SCANNER — June WK3

This week the tape, not the calendar, sets the mood. Almost every name on the featured board walks into its catalyst beaten down — RSIs clustered in the teens to mid-40s, twenty-one-day momentum negative across nine of the top ten. Celcuity is the sharpest example: a company with

BIOTECH CATALYST AI SCANNER — June WK2

The calendar does the heavy lifting this week. ENDO, EHA and the tail of ASCO converge in mid-June, stacking the kind of conference readouts that move small-cap biotech regardless of where the broad tape sits. Three of this week's featured names — Rezolute, MBX and Cellectis — present

Targeted Protein Degradation: The Drugs That Destroy Disease Instead of Blocking It — And the Biotechs Positioning to Win

The first PROTAC just got approved. Here's the science behind protein degradation, the money pouring in, the rival approaches, and the biotechs worth watching.